Success Story Archives - Small Business CRM Coach

Category Archives for Success Story

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.

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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.

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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 […]

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Why Pipedrive CRM for a Distribution Company?

In this post were talking about how Pipedrive helped one of our clients with his distribution business. Pipedrive is a CRM that can help you by using a kanban style interface to keep you organized and in contact with your customers. This post is connected to Mocko Mondays #3.

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Have you ever met with a SCORE Mentor?

I’m excited today to share an educational opportunity with you, but first let me ask you a question: have you heard of SCORE? It doesn’t have anything to do with basketball or your credit, but it has everything to do with an often overlooked wealth of knowledge for small business owners.

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A Small Business Software Puzzle!

You are a small business owner. You started your business, got a website, and then after a period of time, you realize your business is growing, and you need more than just a website!

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A Collaboration Tool Case Study: Growing Pains

Just because it’s a “good problem to have,” doesn’t mean it isn’t a problem. Doesn’t mean it isn’t painful. Doesn’t mean it shouldn’t be solved. In 2014, this award-winning Denver nonprofit was growing and its impact was expanding. That brought more opportunities and more to do. And more to do meant a larger team, which […]

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