Four Tools That Small Business Owners Need to Keep Things Together
What Do Small Business Owners Need? I’m a small business owner, and have been for most of my life. Over the years,...
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Business
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Rethinking Sales. How Can Salesforce Help My Business?
The Evolution of How We Communicate How do you invoice your customers? Are you still using pen and paper, filling out a...
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A Thousand Birthdays or What Is the Best CRM Software for Small Business
I’m Biased From Ears to Feet Let me start with a huge disclaimer: this will be a very biased, though honest, opinion....
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Your P&L Will Thank You: How To Create a Customer Portal
Queueing Life is short, but we don’t always spend it efficiently. An average person spends 52 days of their life queuing. Think...
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Let Them Do It Themself or What Is a Partner Portal?
The Competition It was a really nice autumn day—warm and beautiful. The phone rang on my desk. We used old-school wired phones...
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Sales Productivity Best Practices
The Beginning of a Journey It was my second week in my new role. I woke up in the morning, followed my...
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What is CRM Analytics?
The Evolution of Database Marketing and the Birth of CRM Analytics Robert Kestenbaum sat in his office, staring out the window, contemplating...
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How to Build a CRM, a Step by Step Guide
Two years ago, I decided to make a radical shift in my life. I was a heavy smoker, partied occasionally, didn’t engage...
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Most Do It Wrong: Why CRM Project Management Matters in Business Growth
Waterfall doesn’t work. Project managers are a rudiment of the past. Product owners rock the party. Agile is the new hand book....
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They Don’t Use It: The Fundamentals of CRM User Adoption and Engagement
They don’t use it because no one likes corporate CRM software. I mean no one. It’s ugly, sluggish, doesn’t add any value,...
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