Do you feel like you’re an IT support desk for your clients?

Do your clients treat you as if you’re IT support when you’re not? Do they send you angry emails because they can’t download your files, get access to your online events or generally use the tech that we all rely on to do our jobs now? Do they skim-read over simple instructions and contact you … Read more

Categories CRM

Are you using a software sledgehammer to crack a nut?

The amount of sales and marketing software out there is mind boggling. From email marketing services to marketing automation systems, CRMs and specialist systems built for your industry, it’s very hard to get your head around what they can do for your business. In many ways this is a good thing. I started out working … Read more

Categories CRM

Five really effective ways to streamline your business for 2019

I often find myself in the first few working days of the year feeling a little aimless. I know there are things I should be doing but I can’t quite get back into the routine just yet. What helps is to start on a task I know I can complete that day, and that will … Read more

Categories CRM

7 reasons why a CRM is better than an Excel spreadsheet

I know I’m a bit of a geek, but I’m a huge fan Excel. I even use it on my Smartphone to keep track of the scores while I’m playing crazy golf with my kids! But even I would prefer to use a CRM (customer relationship management tool) to Excel, and here’s why: 1) Do … Read more

Categories CRM

What’s the difference between a CRM and an ESP (email service provider)?

Does a CRM tool (customer relationship management software) store customer’s email addresses and allow you email them? If so, what’s the difference between that and an email service provider like Mailchimp, Active Campaign or Constant Contact? And do you really need both? It can all get a bit confusing, so let me explain the differences … Read more

Categories CRM

Choosing a CRM for your micro business

How do you go about choosing a CRM for your micro business? I hang around in a lot of Facebook groups for very small business and the question ‘which CRM are you all using?’ comes up a lot. This is usually followed by someone saying ‘whoa, I had no idea there were so many!’ But the … Read more

Categories CRM