Business Systems Archives

03 Nov

Zoho vs HubSpot For a 20 Person Sales Team

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“Zoho vs HubSpot for a 20-person sales team — here’s what we tell clients”

You might be surprised at our response. The answer? It depends. Read more

30 Oct

Is Your Event Registration Process Creating Friction?

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Today’s attendees expect registration to be simple, fast, and intuitive. They don’t want to navigate multiple forms, receive conflicting emails, or wonder whether their registration was successful. Read more

Business owner overwhelmed by an inbox full of customer inquiries

26 Oct

What Happens After a Customer Sends an Inquiry?

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A customer sends an inquiry. You respond. Seems simple enough, but what happens next?

Is there a clear process for capturing their information, tracking the conversation, following upRead more

16 Oct

How Many Leads and Customers have Slipped Through the Cracks

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Think about the moments when you maybe lost a potential or existing customer…

A client asks for the same service every quarter, but you forget until they remind you. 😞Read more

12 Oct

Are Scattered Documents Costing Your Business Time

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Many businesses in their early stages overlook how much time and quality of work is lost by not having a proper system for storing documents. Read more

09 Oct

When Your Data Does Not Match Across Systems

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An entrepreneur starts her day early. Her first task is to reconcile numbers from last month. The sales report says one thing, the financial records say another, Read more

06 Oct

Do Your Business Tools Work Together?

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When you’re just starting a business, it’s easy to sign up for different tools as new needs arise. One platform for CRM, another for automation, a separate one for project management, Read more

30 Sep

Tracking Your Leads Within Your CRM

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Most business owners put effort into marketing without really knowing which channels are paying off. If you’re not tracking lead sources inside a CRM, you’re working blind. Read more

25 Sep

Choosing Accounting Software? Think Beyond Today’s Needs

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Many business owners focus on sales, marketing, and growth. Few stop to think about what happens when the accounting or bookkeeping system they chose no longer fits their business. Read more

21 Sep

Is Your Website Contact Form Connected to Your CRM?

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Is your website contact form connected to your CRM? If not, you may be doing duplicate work or losing insight into true engagement with your contacts…Read more