CRM Spring Cleaning for Small Business

Garbage In, Garbage Out

CRM Spring Clearning

Tips to keep your CRM data sharp!

No doubt you’ve heard the old saying, “Garbage in, garbage out.” Well, it couldn’t be truer when it comes to managing your business data. A cluttered CRM will hinder your business processes and your customer engagement.

Your Challenge

You’ve worked hard to get your CRM configured just right for your business! It serves you well, and you’re growing–Congratulations! Now you’ve hired additional people, and they’re all working hard, adding new contacts, new companies, and new opportunities. As you may have already experienced, things can get really messy really fast if you don’t have some processes and guidelines in place to keep your information clean.

CRM Spring Cleaning Steps

We have some tips for you on how to clean and maintain your CRM data. In the spirit of spring, begin now! Moving forward, if you adopt this mindset and establish good habits, from now on spring cleaning won’t be so daunting.
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Have you ever met with a SCORE Mentor?

I’m excited today to share an educational opportunity with you, but first let me ask you a question: have you heard of SCORE? It doesn’t have anything to do with basketball or your credit, but it has everything to do with an often overlooked wealth of knowledge for small business owners.

SCORE was previously known as the Service Corps of Retired Executives, but is now recognized as SCORE, “Counselors to America’s Small Business”. They are one of the main reasons why I’m business today. Here’s my story of the crucial role three SCORE volunteers have played in my own business development.

Back in 2013 when I was a student at DU, I met Jim Skagen (blue shirt on the photo). His words of encouragement gave me confidence to start my own business.

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A Small Business Software Puzzle!

Small business software puzzle

© Can Stock Photo Inc. / AnsonLu

The Vision

You are a small business owner. You started your business, got a website, and then after a period of time, you realize your business is growing, and you need more than just a website!

  • You need a way to track your interactions with your customers.
  • You need to automate some of your tasks.
  • You want to have better data about your customers, so you can send them information and coupons for products and services they are interested in.
  • You want to streamline your process to ship your products.
  • You want to make sure it is easy for your team to locate information about your customers orders.

You are not alone! There are several business owners in this situation.

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A Small Business Journey Into the Unknown with New Software


A Small Business Journey

I am ready to move on with a new system, but what happens now?

First you realize, “This business is growing, and we need a better system!”

Your business is growing, and you know you need better systems in place to scale it. You have done some research, and now you are ready to move on. What happens in this process? What should you expect from it?

The topic of this post is not the process. Here we will talk about the different emotions you go through during the life-cycle — the journey, if you will — of an implementation project.

Think about the last vacation you took. There was the excitement of planning the trip, the details to make it happen, the last-minute glitches, the amazing moments, and the realities: delays, miscommunication, and the hard work of travel — it’s a journey, after all. And so is taking on a big project like software implementation.

It’s worth it, though.

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I’m a Small Business Owner: Do I Really Need a CRM?

Do I need a CRM?

© Can Stock Photo Inc. / Elenathewise

It’s Monday morning, and you’re staring at your computer, waiting for the coffee to kick in. Your inbox has 3,700 emails, and 152 of them are unread. You’ve got three hundred or so contacts in Outlook (or is it Gmail?) and a stack of business cards on your desk.

What do you really know about the people your business serves? Your email contacts and spreadsheets with notes (and that pile on your desk) have some useful customer information, but you don’t have a system to help you dive into your work this morning. Which leads should you contact first? Which customers need attention right away?

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A Collaboration Tool Case Study: Growing Pains

Just because it’s a “good problem to have,” doesn’t mean it isn’t a problem. Doesn’t mean it isn’t painful. Doesn’t mean it shouldn’t be solved.
Rocky Mountain MicroFinance Institute had a good problem.RMMFI - 2

In 2014, this award-winning Denver nonprofit was growing and its impact was expanding. That brought more opportunities and more to do. And more to do meant a larger team, which meant tasks were more widely distributed.

More cooks in the kitchen.
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