Archive by category CRM – Customer Relationship Management

project management Bernard Morgan

How This Small Tech Powerhouse Uses Their CRM To Do More

Bernard Morgan owner of ICS+ writes custom building automation software and has some great tips to share on how Salesforce has positively impacted his small business. ICS+ is a company that that takes things like lighting, HVAC, and audio/video digital signage and combines it into one common interface—Bernard calls it a “universal remote for a […]

How to Leverage Technology for Growth with Torani’s Head of IT

Sylvie Mwila Jonath, Head of IT for Torani, gives us “a taste” of what it looks like when a business grows and how important it is to leverage technology to grow. Torani, known nationwide for making delicious flavored syrups, was founded in 1925 and is a third generation, family-owned business. Sylvie shared with us that […]

SMB Essentials- A New Best Friend for Small Business

SMB Essentials- “A New Best Friend for Small Business”

Ramon Ray, editor, SmallBizTechnology.com spoke with Meredith Schmidt, EVP & GM Salesforce Essentials and Small Business Solutions (SMB) at Salesforce. They discussed SMB Essentials and why its a powerful CRM solution specially designed for business. Why is SMB Important to Salesforce? While you may have thought Salesforce was only for big enterprises, the company’s leadership […]

CRM Systems: A 10-Point Guide

CRM, or Customer Service Management System, is a necessary part of any business that needs to better understand its customers. Good CRM systems are designed to track interactions with customers so businesses in an organized space. Without an official CRM system, businesses often keep no record of interactions with customers or if they do, those […]

Overcoming Disruption in a Family Run Business

Running a family business has it’s unique challenges. I sat down with Sarah Binder Mehta, President of PianoPiano, a third-generation piano sales/rental company. Sarah and I talked about growing a multi-generational business, overcoming industry disruption, and dealing with family dynamics. Sarah’s grandfather started the business in the 1930’s as a department store called Binder’s State […]

How AI is Transforming Small Businesses and a Look at Zoho AI

  For businesses with limited budgets, resources, or employees, cloud-based software can often fill in the gaps and allow smaller operations to perform with enterprise efficiency. That’s why the majority of small businesses have transitioned from storing their customer data in Excel spreadsheets to managing their entire sales cycle with an online CRM system. Working […]

New Survey Finds Digital Technology Usage Linked to Small Business Growth

New Survey Finds Digital Technology Usage Linked to Small Business Growth

Technology has many benefits for small businesses. It can make your operations more efficient, more productive and can also reduce costs. But does a business’s technology use actually impact its growth? A new study from SAP SE says yes – small and medium enterprises that have embraced digital technology experience faster growth than companies who […]

Focus More On Your Existing Customers In 2016. Invest in CRM Software

  Customer Relationship Management (CRM) software is what every growing business uses to better understand and connect with their customers. An Excel spreadsheet, email marketing and good luck is just not good enough. I’ve asked Loretta Jones, vice president of marketing, Insightly CRM to share some further insight on this. There’s no denying that the customer relationship management […]

Pipedrive CRM: Review of Sales Software for Sales Focused Professionals

Pipedrive CRM is built from the ground up to assist sales professionals with managing their sales pipeline. I interviewed Pipedrive CEO  Steve Oriola here on why CRM is important for growing businesses and about why sales professionals and business owners should consider Pipedrive. In this review I dive into Pipedrive and show you how it can be […]