Category Archives: CRM

May 2, 2012 Staying Connected With People Who Count the Most In Business

I recently wrote an article about the three key elements of CRM or Customer Relationship Management. You can read it here. We normally hear the term CRM in the context of software. Today I will address the meaning behind the[...]

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Apr 16, 2012 Three Things Every Business Owner Must Know about CRM

Without the proper discipline and all the goes with it, you are doomed in business and sales with a great customer relationship management system. If you’re not familiar with the acronym, CRM, it stands for Customer Relationship Management. If you[...]

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Jan 5, 2012 The Hard Part of Software. Lessons Learned from Infusionsoft

Last week I had the pleasure of spending two incredibly intense work days at Infusionsfoft’s HQ in Gilbert, Arizona. Full disclosure… I am a certified Infusionsoft consultant and have been since early 2007. If you aren’t familiar with Infusionsoft, and[...]

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Nov 16, 2011 Infusionsoft Raising the Bar for Small Business Growth

Infusionsoft Raising the Bar for Small Businesses I recently attended the Infusionsoft Customer Tour in Los Angeles, CA. Up at 4am Arizona-time, hit the airport, land in Burbank, all day in session and home at 10pm. And was it ever[...]

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Oct 5, 2011 How to Fix Your Sales Follow Up Failure

Let me tell you a story about Marcy. Marcy is a real estate agent I met many years ago. I have never bought or sold a home working with Marcy. But Marcy is the one of the very, very few[...]

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May 18, 2011 Thoughts About Infusionsoft and Making Software Work for You

Thoughts About Infusionsoft and Making Software Work for You Users of Infusionsoft, Salesforce.com, ACT, and All the Others Infusionsoft and Most Other Software-Related Challenges My team and I work with business owners, entrepreneurs and professionals all over the world to[...]

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Feb 13, 2009 When Work Isn’t Work

I’ve been really charged up lately about a new Internet and E-commerce marketing project I’ve been working on with some new clients. As I sit here and reflect on the last few days and the many hours I’ve been working,[...]

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Feb 4, 2009 Is Your Attitude Helping Or Hurting You?

Every day I talk with many entrepreneurs and lately I’ve noticed some pretty crappy attitudes. When I’m done talking with some of these people I can’t help but feel a bit sorry for them. Their attitude is clearly holding them[...]

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