We have been extremely fortunate to work with some great clients, and solve some tough but ultimately rewarding challenges. Implementing a CRM is often a scary, overwhelming task for many, but if you work with the right team, it becomes much easier to handle. Ultimately, the goal is to create a smooth transition that keeps sensitive data while providing some much-needed automated support via the CRM.
One example of a successful transition is our work with the nonprofit Rise Above CO. Focused on preventing drug use in teens, Rise Above had a substantial network of contacts that needed to be maintained. Unfortunately, the database they used to store contacts for fundraising become unavailable. This meant that they needed find a new home for their data, without losing anything important in the process.
Have you heard of Connector Apps?
One aspect of our business that is of continued importance to us is creating seamless, integrated solutions for our clients. Though sometimes it is tricky to design apps and other methods that allow for increased connectivity, our overall goal is to create an experience that is easy and convenient, while solving our client’s business needs.
One method through which we accomplish this is through connector apps. You might be wondering what that term means, but it is simply creating an app that connects two solutions and allows for better integration between different systems. One example of this is our app, Scheduler Link. Scheduler Link connects Acuity Scheduling to Infusionsoft.
InfusionSoft is a CRM with e-commerce and marketing automation functionality, and is tailor-made for making business operations error-free and smooth throughout the process. Acuity Scheduling is a booking app, making the appointment process far more streamlined and easy to navigate – they also have great customer service.
© Can Stock Photo Inc. / AnsonLu
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.
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.
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.
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.
© Can Stock Photo Inc. / maxkabakov
Your business relies on technology, and most of us take it for granted. But if you don’t take time to maintain your systems and clean up your data periodically, you can end up with a big problem.
Let’s talk about IT and software best practices and distinguish our services at Mocko consulting from IT service providers.
IT providers are primarily focused on setting up your network. They install and configure servers, operating systems, email servers, and your firewall. They help to set up the backbone of your IT infrastructure. Some IT service providers provide and support software for business operations, but not all of them.