Email marketing and CRM go hand-in-hand. This episode talks about the way your sales team can use email marketing to their advantage.
Oct 26, 2018
11 min
It's important to know if your sales and marketing funnels are producing as they should or where you can improve upon. That's the benefit of creating opportunities in your CRM. Track what is/isn't working.
Oct 25, 2018
9 min
Paul continues to share his takeaways from the LA Small Business Expo. This time, he talks about the CRM user profile "The Startup."
Oct 24, 2018
5 min
Paul shares his takeaways from the LA Small Business Expo. In this episode, he talks about one woman he coined "The Techie."
Oct 23, 2018
6 min
Andy and Paul continue their chat about the LA Small Business Expo. Paul talks about the different types of people interested in CRM. Today's episode focuses on "The Conflater."
Oct 22, 2018
11 min
Paul Rijnders joined the team at the Benchmark booth at the LA Small Business Expo. So, I chatted him up to find out what his takeaways were from the day.
Oct 19, 2018
9 min
If you go through the work to set up the follow-ups in your CRM, they will be triggered as new records are added to your CRM. Then, your workflows will be operating as you need from the beginning.
Oct 18, 2018
9 min
When it comes to CRM, it's all about the setup. Once you get that done, you can let your work flow through it. On day two of having a CRM, you should set up views for yourself to organize the data.
Oct 17, 2018
10 min
Let your customers and prospects to the work for you! By creating forms and placing them in places where you need to gather data, you can have your customers and leads import their data themselves!
Oct 15, 2018
9 min
It doesn't always require a CSV to import data into your CRM. In this episode, Paul discusses how to do it via API with integrations.
Oct 12, 2018
5 min
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