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.
Businesses, whether large or small, often struggle with processes and operations – especially in their implementation. As businesses grow, so do daily functions, and many struggle to keep things running smoothly while still continuing to grow. While this may sound challenging initially, we have learned just how beneficial automation is for long-term and short-term success.
A perfect example of this our ongoing work with a skin care clinic to automate their business, and help them sustain their growth. Prior to our services being engaged in March 2016, this clinic had a few systems in place.
However, none of them were integrated and that made it hard for them to keep up with their rising growth. They continued to receive order notifications at an unprecedented amount… but all of their order notifications went straight to their email inbox. While an inbox is great for email, it is not really an efficient system for tracking order fulfillment.
John is the owner of a Colorado based distribution company. He recently hired Mike to help him with sales. Mike lives in Kansas. With a growing sales team, John wanted more visibility over how sales activities are progressing.
In small organizations, when the sales team hears that now they will have a CRM, their first instinct is to resist, because they worry they will be micromanaged.
This was not a problem in John’s organization. Mike used a CRM in his previous job. He understands that tracking sales activities in CRM would give John visibility over his workload. It would also enable John to be proactive, and take action to support Mike in his role when necessary.
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.
© 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.
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.