How to Automate Your Business: An Approach from the 90s That Actually Works
I think now is the best time ever for small and medium companies to get into automation. Here’s why. Everyone’s talking about...
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Achieving Unbeatable Consistency: Business Processes Explained
Why do two businesses, offering exactly the same products to the same market, often experience completely different outcomes? One thrives while the...
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A Better Way to Quote: How to Make Complex Quotes Faster with CPQ
For centuries, merchants have grappled with the challenge of pricing their goods. In ancient Mesopotamia, clay tablets reveal complex pricing systems for...
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The 21st-Century Phone System: Understanding VoIP for Your Business
Have you ever wondered why companies in the 21st century still use those bulky, old-school desk phones? You might think they’re a...
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Who Should Own a CRM System?
I often get asked by my clients, “Who should be responsible for the CRM in our company? Who should own the CRM...
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CRM 101: How Reports & Forecasts Help You See What’s Ahead
For centuries, humans have been obsessed with predicting the future. In ancient Greece, people flocked to the Oracle of Delphi, whose cryptic...
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6 CRM Adoption Red Flags You Can’t Afford to Ignore
Are you sure you are not ignoring your CRM implementation red flags? I guess you’ve probably seen memes on Instagram or TikTok...
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Is It Worth Developing Your Own CRM in 2025?
I recently came across an interesting discussion. Someone mentioned that their company is developing their own CRM system. I thought the times...
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Account & Contact Management CRM 101: How to Organize Accounts & Contacts in CRM
In the good old days, accountants used to track their accounts in heavy paper books, used tape calculators, and did all that...
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What is Opportunity Management? CRM 101: How to Make a Selling Conveyor
How do I find new customers? How do I sell more to existing clients? How do I make sure that my sales...
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