Need help organizing your leads? Sales funnels let you track leads through all the stages of the sales process.
A sales funnel helps us understand how people move from prospective to paying customers. And by paying attention to your sales funnel, you’ll end up with more sales overall.
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.
New year, new ways to stay organized! Here are some goals to set to help keep your LACRM account as efficient as possible in 2022.
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.
As a business or life coach (or any other kind of coaching, really), your clients trust you to give them the advice they need to improve and grow personally and professionally. The only way you can do that is if you know the full context of their life and business -- just what LACRM does best.
As a consultant, your clients pay for your expertise and trust your advice. Here are 5 ways you can customize your LACRM account to help with this.
Are you trialing a CRM (or 5) currently? If so, here are 3 mistakes you might not be realizing that you're making (and how to avoid them!).
Whether you prefer to focus on managing properties or clients, LACRM gives you the space to enter the most important data about every interaction to make sure every sale goes smoothly.
As an insurance agent, you have juggle follow-ups, policy renewals, new clients and more every day. Here are some tips on how to customize your LACRM account to make that as easy as possible.
When a company tells you their CRM is "easy to use", what does it really mean, and how do you distinguish between ten different "easy to use" CRMs? To do that, let's break "easy to use" down to the three real key components that matter.
Less Annoying CRM is built to help any small business, but there are special tips and tricks you can set up to get it to work seamlessly for your travel agency. Here are some of them.
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.
Having worked with hundreds of small business owners over the years, I've seen many successful CRM implementations, and also many unsuccessful ones. The ground truth is always the same: the best CRM for you is going to be the CRM that you and your team actually want to use.
By maintaining touches with your clients you can stay at the front of their mind, and reassure them with your expertise on all things travel related.
Here's what our small business leaders are doing to make sure they optimize every network opportunity.
Businesses everywhere have slowed due to the impact of COVID-19, and with shelter in place orders travel has come to halt. These changes impact businesses across the globe, but the slowdown also gives companies an opportunity to spend time on areas they may not usually be able to.
Marketing can be tricky for small businesses without dedicated marketing departments. We asked small business owners how they stay on top of it, and here’s what they said.
When the economy is in a rough spot, it can be hard to figure out your financial budget. We chatted with travel advisors -- here's what they had to say.
COVID-19's caused an economic downturn that affects travel agents everywhere -- here's how those in the field are managing it.
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.
Interested in sharing and receiving tips from a small business community? This one's for you.
We asked small business owners what they are doing to help their businesses stay afloat and continue to thrive, and here are the top 5 tips they had, for any small business owner.
Even the leanest, scrappiest startups and smaller companies regularly turn their backs on emerging technology.
Before you pull the trigger on upgrading your customer relationship management software, make sure you're investing in a system that will work for the business you run today.