Category Archives for CRM

A Dynamic Nonprofit Adapting in Times of COVID

With such an important mission, Rise Above Colorado’s message needs to be heard by our youth. Rise Above Colorado has implemented a unique and effective way to reach out to our teens and keep them engaged.

Case Study: Golden Civic Foundation

We have had the pleasure of working with a magnitude of great business owners that started right from the beginning. I wanted to share with you a case study on my Salesforce clients, Golden Civic Foundation (GCF).

Tips on How to Make Better Use of Your CRM During This Challenging Time

We must embrace this difficult time and use our CRM tools to maintain close relationships with our clients. It is time to strengthen your relationship with your clients with authenticity.

Summary of Insightly 2019 Q1 update

On February 13th Insightly hosted their Q1 Product update call.
They shared exciting news about some great new features that will be coming up in the next few weeks. In this blog post I am sharing their product updates based on the subscription level, just so it is easy for you to identify which updates are relevant for you.

The Special Challenges of Nonprofits and How CRM Can Help

Nonprofit organizations work hard to make our world better. They often appeal to us to help them meet needs and support causes that touch our hearts.

But they have a need of their own that people rarely think about unless they have worked in a nonprofit, a need that directly affects their ability to achieve their mission.

They need up-to-date technology to manage processes and programs.

Specifically, they need CRM.

How Insightly CRM Gave an International Trade Business Wings

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.

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.

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.

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.

CRM and Email Marketing: The Power Couple

Do you know the difference between CRM and Email Marketing? Take a peak at this blog and understand how they are different, and see how CRM can benefit your business!