Category Archives for Small Business
Case Study: Golden Civic Foundation
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.
Tips on How to Make Better Use of Your CRM During This Challenging Time
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.
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.
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.
Continue readingLeverage 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.
Continue readingForecasting 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.
Continue readingSalesforce 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.
Continue readingCRM 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!
Continue reading5 Business Apps to Get Started as a Solopreneur
You knew in your bones you could make it on your own as a consultant or subcontractor. You were tired of using your skills as someone else’s employee, so you decided to start your own business. Now you have mixed feelings. You’re relieved, because now you are your own boss. But perhaps you are also […]
Continue reading7 Ways To Get Your Business Ready For A Successful CRM Implementation
So, your business is expanding – congratulations! With such rapid growth, it only makes sense that you are considering getting a CRM. There are a myriad of reasons why that is a good business decision, from automating functions to enabling sales team to have better visibility over what is going with clients. Once you have […]
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