Archive by category CRM – Customer Relationship Management

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 […]

What Happens When You Combine CRM with a Web Site? Web Site Selling Machine.

For most businesses, their CRM (customer relationship management) software and their web site are two different things. The CRM function is in one silo and the web site (metrics, analytics, etc) are in another silo. However, when you combine the two together – you get something pretty powerful. Ontraport has launched (or re-launched) their web site […]

Why Every Business Needs CRM for Contact Management. Not Excel, Outlook or Gmail Contacts.

There’s about 30 million small businesses in the USA and millions more around the world. Most of them are “mom and pop” small businesses – such as my local Chinese restaurant and local dry cleaners. They don’t have a customer database and just rely on walk in foot traffic. However, for thousands of other businesses […]

New Smart Contacts App from Nimble Brings Contact Insights Anywhere You Work

With everyone pushing social media these days, saying you ‘have’ to make social accounts, and so many to choose form, it can be easy to lose track of why social media is important in the first place. The simple answer is social contacts. Social media allows you to build and nurture contacts with people all […]