How Insightly CRM Gave an International Trade Business Wings

I’m a Small Business CRM Coach. I am passionate by nature. You see, I’m Brazilian — proud and thankful to be a naturalized American since 2015. But this isn’t about me. It’s about our passion for small business owners and the difference that has made for one of our clients.

Jill and John own a small import-export business. They match buyers of dried fruits and nuts with suppliers and then coordinate product delivery through international shipping.

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Leverage your business with CRM Software

If you own a business you understand the value of your customers and prospects. That’s why it is so important to connect with your customers in a meaningful way. Converting sales leads into customers and making regular customers enthusiastic promoters of your business are both critical for business growth. And just as important, curtailing customer complaints before they cause damage is something else that is critical to your business. Without a clear plan for damage control or to manage the leads that come in, your business could suffer.

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Forecasting for Small Business Growth

As a consulting firm serving the small business community, we often run into small business owners who don’t have a business forecast. Without one business owners may be missing key opportunities because they can’t define a strategic direction that will enable their business to scale.

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Salesforce NPSP Gives Nonprofits Wings

Non-profit organizations like yours work hard to improve our world in large and small ways. Their success depends on tracking donors, fundraising, and measuring their impact. But trying to track all that in Excel spreadsheets wastes hours of valuable time and gets confusing really fast. We invite you to consider CRM software to support your good work.

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CRM and Email Marketing: The Power Couple

Many small businesses think of CRM as interchangeable with email marketing programs like MailChimp or Constant Contact. After all, they house your contacts and keep you in touch with your leads and existing clients. Same thing, right?

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How Rise Above Is Managing Their Network of Contacts Better Than Ever

We have been extremely fortunate to work with some great clients, and solve some tough but ultimately rewarding challenges. Implementing a CRM is often a overwhelming task for many but if you work with the right team, it becomes a less stressful process. Ultimately, the goal is to create a smooth transition that keeps sensitive data while providing some much-needed automated support via the CRM.
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