It’s time for another Quick Tip from Stuart the CRM Mechanic! Today’s Quick Tip: “Use an analytics tool in your CRM. This feature can help you make better sales and business decisions.” Let’s delve into what this means for you and your business. What is a CRM? A CRM (Customer Relationship Management) is basically a... Read More

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July 6, 2020

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Stuart’s Quick Tips: July 6, 2020

Workflow automation in your CRM: Your customer relationship management software is an extremely valuable tool for your business. You can use it to manage contacts, create and send email campaigns, and even track sales data. One of the most important parts of a CRM is workflow automation. Workflow automation in your CRM can help you... Read More

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June 22, 2020

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Stuart’s Quick Tips: June 22, 2020

What are the top 10 reasons to keep your customer lists up to date? You might be surprised to learn that up to 50% of customer relationships could end within the first 90 days. That means if you don’t maintain your customer lists, you could be missing out on a lot of sales. Here are... Read More

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June 8, 2020

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Stuart’s Quick Tips: June 8, 2020

Starting a new CRM project? It’s a good idea to have a ‘Premortem’ before you start your CRM project. Hypothesize all the things that might go wrong, then work towards solving for those issues. This alleviates surprises after you’ve deployed your solution! Here are some questions that you might find helpful: What type of problems will my... Read More

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May 27, 2020

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Stuart’s Quick Tips: May 26, 2020

If you’re moving to a CRM solution ask a very important Red question mark ornament: does the solution require modifications to any of your current business processes? If so, make a list of your current processes and potential impact your new CRM will have on those processes.https://smbdyn.com

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May 27, 2020

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Stuart’s Quick Tips: May 11, 2020

It’s time for Stuart the CRM Mechanic to give another Quick Tip for you and your team. Quick #CRM Tip: See the customer’s point of view when planning your new CRM solution. Stuart the CRM Mechanic brought to you by https://smbdyn.com

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April 27, 2020

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Stuart’s Quick Tips: April 28, 2020

Stuart the CRM Mechanic has a Quick Tip for you and your team! Quick #CRM Tip: Before you choose your new CRM solution, it’s a good idea to decide which teams or users will be impacted by your solution. Stuart the CRM Mechanic brought to you by https://smbdyn.com #SMBs

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Stuart’s Quick Tips: July 20, 2020

Stuart’s Quick Tips: July 6, 2020

Stuart’s Quick Tips: June 22, 2020

Stuart’s Quick Tips: June 8, 2020

Stuart’s Quick Tips: May 26, 2020

Stuart’s Quick Tips: May 11, 2020

Stuart’s Quick Tips: April 28, 2020

Stuart’s Quick Tips: March 30, 2020

Stuart’s Quick Tips: March 16, 2020

Stuart’s Quick Tips: February 17, 2020

7 Key Questions to Ask