Archive for crm

New Mobile App for Infusionsoft

Infusionsoft recently announced their new mobile app for the iPhone and Android. I was a little surprised as I thought they would wait for their annual conference to release it, but I’m glad they didn’t wait. If you are not familiar with them, Infusionsoft is the all in one sales and marketing software for small […]

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Using CRM To Be A Better Connector

Whether you call it networking, word-of-mouth, or referral marketing, making new contacts through people you already know is a big part of building a professional services firm. Most sales and marketing databases, whether a complex CRM system or a simple spread spreadsheet, provide some way for tracking referrals. They tend focus on the receiving side […]

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5 Ways to Use Your CRM System to Get More Referrals

Most professional service firms rely heavily on referrals to grow their business. Having a systematic process for requesting, giving, and following up on referrals is essential if you want to consistently receive quality referrals. When designed and used properly, your sales and marketing database can be your secret weapon for giving and receiving referrals. Here […]

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6 Ways to Strengthen Professional Relationships with CRM

Customer Relationship Management (CRM) tools are not just for big companies with large sales forces or customer service departments. A CRM system can be a great tool for helping retain your existing customers as well as acquiring new ones. Here are 6 ways professional service firms can use a CRM system to improve strengthen their […]

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Drip Marketing with Swiftpage Connect

Our friends at Swiftpage recently announced their latest offering – Swiftpage Connect. If you are familiar with Swiftpage, you know that it is a service that integrates with ACT! and other CRM programs. Swiftpage Connect is a free standing, web based automated marketing solution. Here is a quick summary of the features included with Swiftpage […]

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ACT! Gets Social

I have been using the 2010 version of ACT! for a little over a week now, and so far, I really like what I see. The upgrade process worked flawlessly. I like the user interface changes and so far the program seems to be a little more responsive than the last version did on the […]

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One + One + One = $329 of Savings For You

This is one of those deals that almost seems too good to be true, so I had to triple check to make sure it was right before I passed it on. Through the synergies of a couple of different partners, small business owners can get a great deal on some great software tools to them […]

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Software Alone Won’t Cure Your Marketing Blues

Via the Inside CRM Blog, I found this list of of the Top 10 marketing-related frustrations. The list came from a survey conducted by Infusionsoft in the 2008 U.S. Small Business Marketing Frustration Survey. Here is the list: Too difficult to follow up with cold, warm and lukewarm leads consistently and efficiently Can’t properly track […]

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Marketing 101 for Business Professionals and Service Providers

My friend and fellow Duct Tape Marketing Coach in Connecticut, Bill Doerr, has posted a great video titled Marketing 101 for Business Professionals and Service Providers. If you have a service business or practice and you want to grow your clientele by design rather than by accident, then Bill’s video is a must see. In […]

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