Tag 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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Feb 16, 2012 Infusionsoft Consultant-Content and Marketing Automation for Small Business Owners

Small business owners who embrace marketing automation do so for three reasons… 1. Marketing automation provides a foundation for growing any small business. 2. Marketing automation systematizes the creation and distribution of content. 3. Marketing automation saves time, money and[...]

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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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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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Dec 24, 2010 Smart Small Business Planning Tips

Whenever I ask a small business owner what he wants for his business the answer is typically, “more business.” When I ask the same person to sit down and review their plan the follow up response is, “I don’t have a plan.” [...]

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