Customer service tips

Tips and tricks to make your customer experience the best out there.
Small business tipsSmall business tips
Customer service tips

Recent posts

How to save time with bulk actions
June 10, 2024
LACRM's new bulk actions tool lets you do make changes, updates, and create new items in one click. Here are some tips on when and how to use them.
How should you prepare for a call with a new lead?
April 29, 2024
Being prepared for a call lets you start the call with your best foot forward, but instead of doing all the research on your own, let your lead tell you about themselves in their own words.
5 tips to train yourself to use a CRM
March 18, 2024
CRM installations fail when you don't end up using your CRM. Here's how to get yourself into the habit of doing it.
When should you hire your first employee?
December 18, 2023
Being a solopreneur means you have full control over how your business is run, set your own schedule, and navigate zero internal bureaucracy. But working alone also stretches you thin, and you're limited to working within your skillset. So at what point should you hire your first employee?
Small business superpowers: Incredible customer service
October 23, 2023
Being a small business means every employee knows your business and vision inside and out. And it means that your customers can talk to anyone and get the right answer. That's something big corporations can't do.
Use ContactLink to collect leads from your website and add them to LACRM
August 29, 2023
ContactLink is a new LACRM integration that lets you collect lead information and schedule meetings from your website and automatically add them to your CRM!
How can custom field sections help you?
May 8, 2023
Get some inspiration for incorporating custom field sections into your workflow!
An LACRM calendar masterclass
April 24, 2023
It's about time to talk about probably our most-used feature: LACRM's calendar. Here are some 🎩 lesser-known top tips!
An LACRM pipeline masterclass
March 29, 2023
Pipelines are one of the main tools that makes LACRM much more than just a spreadsheet or a contact list. Here are some bonus pipeline features you might not have known about.
An LACRM filtering masterclass
March 15, 2023
Whether the concept of filtering for data is totally new to you or if you're already a pro, here are 3 tiers of data filtering you can try!
Why you should integrate a webform with your CRM
March 13, 2023
Updating or manually adding data into your CRM is not fun. So why not let your contacts help out by giving them a form to fill out easily?
My favorite ways to connect Gmail with LACRM (through Zapier!)
February 27, 2023
Your contacts are already emailing you -- so send their details directly into LACRM with Zapier! Here are two things I have set up in Zapier that automatically sends info from my Gmail inbox to my LACRM account!
Case study: Zapier for Managing Bookings
February 13, 2023
This is how Elias with HMCNH uses Zapier with LACRM to manage his bookings automatically, cutting out all the tedious data entry that was bogging his team down.
Zaps for Managers
February 10, 2023
Learn how our Zapier integration can help managers and their teams!
5 Zaps for Sales
January 30, 2023
Learn how our new integration with Zapier can help you spent less time on tedious data entry and more time making sales!
Create your own integration bundle with LACRM
November 22, 2022
Here are some ideas on how to mix-and-match integrations to build your own network of software that work seamlessly with LACRM.
Use Blitz Sender to automate your emails
November 21, 2022
Blitz Sender's integration with LACRM allows you to automate emails based on where someone is in your pipeline.
4 ways to segment your contacts for better follow ups
September 26, 2022
Segmenting your contacts allows you to send more personalized follow-ups, which increases the likelihood of you reaching them. Here are 4 types of categories you can create.
How to make sure every contact in your CRM stays up-to-date
July 27, 2022
An outdated CRM is worse than having no database at all. A stale contact database could leave you missing out on new opportunities. Here's how to avoid that.
4 things you can do to delight your repeat customers
May 20, 2022
Repeat customers are an important part of any business, so it's good to show them how much you appreciate them.
3 ways to set up call notes in your CRM
May 5, 2022
A CRM is only as good as the information you put into it, but the last thing you want to do is put in junk data for the sake of data entry. If you're often in calls and need a quick way to organize your post-call notes, here are three methods to keep your notes useful and tidy.
Team collaboration tools in LACRM
November 22, 2021
LACRM is designed to work for individuals as well as teams. Some of our tools are designed specifically for teams use for collaboration -- here's how to use them.
How does a CRM help a travel agent?
April 12, 2021
Being a successful travel agent is about managing relationships effectively. That's exactly what CRMs are for and why they can help a travel agent give personal attention to every client without eating up their days with data entry.
Travel agents share their #1 tips during the recession
April 30, 2020
COVID-19's caused an economic downturn that affects travel agents everywhere -- here's how those in the field are managing it.
Get your clients to begin planning their 2021 trips now
April 17, 2020
Current travel restrictions doesn't mean that travel planning needs to stop completely. Here's what travel advisors are doing to prepare for future trips.

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