Read More 3 Clear Signs You Need a CRM By: Esteban Castellanos 7/18/2022 7:10 AM When a business starts and it only has a few customers it’s simple enough to rely on your memory, your inbox, and handwritten notes to keep track of any progress you are having with your leads or customers. As the business grows so does the need to keep any update organized and easy to find. Business life, CRM
Read More Create, Manage and Make the Most of Customer Data - Part 2 By: Esteban Castellanos 4/6/2022 5:00 AM In the first part of this series, we went over how to set up a company up to intake data, and then actually executing it. But now that all this data is coming in, what can be done with it?Living in the world of Big Data means there’s more information that can be looked up in a lifetime on almost any topic, and customers are no exception. Business Intelligence, Workflow Automation
Read More Create, Manage and Make the Most of Customer Data - Part 1 By: Esteban Castellanos 2/11/2022 6:00 AM We supposedly live in the era of Big Data, yet businesses everywhere aren’t able to get the most out of the data they have to improve their customer relations or make better-informed marketing decisions. That could be because there is too much data which hasn’t been organized properly, irrelevant data that doesn’t translate into results, or the results take too long to formulate due to a lack of automation. Accountability, CRM, Data Security
Read More 3 Ways Every Business Can Take Advantage Of CRM By: Esteban Castellanos 1/16/2020 5:45 AM The one thing that every business has in common is that it depends on clients to thrive. The better you are able to nurture your sales cycle the higher conversion rate you’ll have and the healthier retention rate you will maintain. Business life, CRM, Tips
Read More All-In-One vs. Business as Usual By: Esteban Castellanos 9/18/2018 9:00 AM If you’ve been shopping around for a CRM you’ve probably noticed something. All the different providers have “CRM plus Something” whether it’s Project Management, Invoicing, Workflow Automation, or anything else. The reason is simple, businesses need less systems doing more things. Previously what companies did was connected their software via integrations, which was usually enough for most businesses. You connect your CRM to your email marketing, connect that your email account and so forth. CRM, Project Management
Read More The Dos and Don’ts of Remote Workers and Work-From-Home Policies By: Esteban Castellanos 8/7/2018 8:35 AM Look I get it, overhead is expensive and you have worked hard to build a work environment that best suits your company. You’ve put thought and money into designing your workspace only to find out that people working outside of the office are not only more effective, but also happier. CRM, Project Management, Tips, Remote Work
Read More So Your Client is Asking For Post-Approval Work By: Esteban Castellanos 6/7/2018 9:31 AM It’s a situation that happens way to often businesses now a day. Whether it’s a graphic design draft, a strategy meeting, or you’ve mapped out the specifications for a project. You and your client have finally agreed on what they need, hands have been shook, heads have been nodded and “Sound great!” has been said over the phone. Then it happens, an email comes in, the subject line that reads, “I was just thinking...” or, “You know what’d be great?”, and that’s when the headaches start. They want to add something, or they ask why isn’t something included?
Read More Personal Info Security is a Shared Responsibility By: Esteban Castellanos 6/1/2018 9:39 AM Over the past month you may have noticed a wildly unusual amount of companies sending you emails announcing they have updated their Privacy Policy. Suddenly everyone’s inbox became flooded with these emails and people started getting fed up. It got to a point of ridiculousness and even reached meme status Accountability, Business life, Cloud computing, News