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Pro Tips

We often get asked by both new and longtime LACRM users: what are other people doing differently that I could try? From the thousands of conversations we've had with our users throughout the years, we've compiled some tips and tricks here that you will find useful in making the most of your LACRM account.

How a CRM can help even if you are not in sales

CRMs are most commonly used by sales teams to track leads, but as Tom Crouser found out, CRMs are also particularly useful in other industries because of features that encourage collaboration.

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How to view the value of each lead

You can use the value of each lead to help prioritize them and you can use the total value in your pipeline to see how much money you may have coming in.

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Use pipelines to track multiple orders

Pipelines can be used to track any kind of process, but did you know that you can attach the same pipeline to one lead multiple times? Sarah shares how this has helped her business!

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Using Pipelines to Track Repeat Sales

Sometimes you might have multiple sales happening at the same time, and you can attach multiple pipeline items to the same contact to track multiple orders at the exact same time.

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How to Track Referrals

You should know if one customer consistently refers others to you, or if a new prospect was referred to you by an existing customer. Those connections allow you to build a more personal relationship with each contact, which can turn into more sales down the line.

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Calculate a Conversion Rate to Find Bottlenecks in your Sales Process

You can use a conversion rate to compare the number of leads coming in to the leads becoming sales, so you can see how your sales process is going, and make any necessary adjustments to make the most of every lead that comes in.

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Create repeat customers with small follow-ups

Customers come to you because you have something they need, but they stay because of your service. Let your customers know they are your top priority with small follow-ups!

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How to move through a list

Move through your lists of records easily and efficiently with our contact sidebar.

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How to add a contact for your logging address to your email program

This article explains how you can add a contact for your email logging address to your email program to more easily find your logging address.

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5 common pitfalls to avoid when setting up your CRM

Our experience has shown us some common pitfalls that crop up over and over again — and how to avoid them, or, if they’ve already come to pass, how to make things right.

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How can I keep two or more CRM accounts open at once?

This article explains how you can keep more than one LACRM account open at the same time.

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7 tips to make your CRM experience as Less Annoying as possible

Business software can be annoying, but it doesn't have to be!

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How to convince your boss to try Less Annoying CRM

Our top tips for bottom-up adoption of the CRM

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Tip: Make a shortcut to the CRM

An important part of getting started with the CRM is making CRM use a habit. The more you make LACRM a part of your daily routine, the more accurate your data entry will be, and the more helpful your CRM will be.

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How can a CRM help your employees?

A CRM should benefit the end-user, not just management

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3 quick ways to personalize your CRM

One of the benefits of having a customizable CRM is that you can tweak it to fit the way you work. After all, your CRM account should fit you and your business, not the other way around.

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How can I choose calendar colors for different members of my team?

Ideas for color-coding your calendar for different users on your account

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How can I categorize and organize my tasks and follow ups?

With Less Annoying CRM’s new calendar, you can use color-coded subcalendars to organize your tasks.

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How to use LACRM for marketing

Organize your email lists and marketing tasks in one place!

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How can I keep track of birthdays in LACRM?

This tutorial will cover how to enter, find, and use birthday data in LACRM.

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Motivating and Incentivizing Your Team to Use LACRM

All of our tips for getting your team excited about CRM and making sure that they actually use the software

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Using pipeline templates: Customer Issue

Make customizing easy and start with one of our templates! This tutorial explains how to use our Customer Issue template.

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Using pipeline templates: Donation

Make customizing easy and start with one of our templates! This tutorial explains how to use our Donation template.

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Using pipeline templates: Expense

Make customizing easy and start with one of our templates! This tutorial explains how to use our Expense template.

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Creating CRM Rules for uniform data entry and processing

Write CRM rules for your users to keep your data clean and accurate

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Using pipeline templates: Job Application

Make customizing easy and start with one of our templates! This tutorial explains how to use our Job Application template.

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Using pipeline templates: New Client Orientation

Make customizing easy and start with one of our templates! This tutorial explains how to use our New Client Orientation template.

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Using pipeline templates: Opportunity

Make customizing easy and start with one of our templates! This tutorial explains how to use our Opportunity template.

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Using pipeline templates: Order

Make customizing easy and start with one of our templates! This tutorial explains how to use our Order template.

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Using pipeline templates: Project

Make customizing easy and start with one of our templates! This tutorial explains how to use our Project template.

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How to successfully onboard your team into Less Annoying CRM

Set up your account, train your team, and start using Less Annoying CRM quickly and successfully

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Using pipeline templates: Sales Lead

Make customizing easy and start with one of our templates! This tutorial explains how to use our Sales Lead template.

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Improve collaboration by using the CRM as a system of record

Give your team easy access to updated information so that everyone can collaborate -- no matter where they are.

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How to move into Less Annoying CRM in less than a week

A road map for getting started with Less Annoying CRM as fast as possible

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Make the CRM fit your business; not the other way around

The perks of having a customizable system is that you can tweak it however you like, so get creative and find what works for you!

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Collaborate efficiently by having a process for adding new contacts

When everyone has a set process on how they interact with the CRM, you end up with a clean, efficient database.

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Increase adoption by making the CRM a part of new hire training

Don't leave your new hires behind when it comes to using the CRM, and get everyone onboard from the very first day.

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Increase response rates by targeting your bulk emails

Sending personalized, targeted group emails ensure that your recipients feel encouraged to respond.

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Motivate your team to use the CRM

The value of a CRM can be tricky to gauge when you've never used one before, but once you've given yourself time to adjust, it's hard to see yourself without it!

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Maximize your emails: Send each list the same blast to email everyone

Staying in touch with your customers is an important part of any business, and using email campaigns to periodically update your customers can be a great way to keep your business at the forefront of their minds.

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Personalize follow up emails by using your notes as templates

Use the notes you've already entered into the CRM as your email body to send effective, action-oriented emails.

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Up the chances of connecting with prospects by reviewing call logs

If you're having a hard time reaching a lead, use your past attempts to inform when your next follow up should be, and you're more likely to succeed the next time!

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Stay on top of multiple schedules with different calendars

Every project or sale can include many different timelines that need to be followed. Avoid losing track of them by adapting the calendar to work for you.

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Things to Consider Before Adding a New Hire to the CRM

Adding someone new to the CRM? Plan ahead to increase user adoption!

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Using Tasks and Events to Collaborate in the CRM

One very important aspect of CRM use is collaboration; keeping your team on the same page and working together is essential to the success of any business.

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Maintain a high lead volume to increase revenue

All customers start as leads so don't lose potential customers by allowing your lead volume to dry up. Keep tabs on changing numbers to avoid surprises!

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Keep large projects organized with company records

When there are lots of moving parts to a project, it sometimes becomes easier to keep track of everything separately with individual records.

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Enter audio notes from your smartphone

Your smartphone's built-in microphone tool helps you enter notes on the go -- just speak into your phone and start saving notes into the CRM.

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Finding the Best Time to Reach Out to your Prospects

An important part of any sales process is being able to connect with your prospects, and to do that you’ll need to know when someone is able and willing to talk to you! You’re probably already using the CRM to keep track of these individual interactions, and you can also use the CRM to find the best time to reach out.

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Make notes now and edit later

Taking notes on the go and how to review them later

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How to onboard a new hire with the CRM

Monitor your new employee’s progress and make sure they are on the right track with your CRM

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Convert more leads by pinpointing bottlenecks

Being able to identify problems is an important part of growing a business, and the CRM lets you see what exactly you can improve to keep your conversion rate high.

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Keep making calls to close more sales

Consistent follow up calls ensure that your leads don't slip away. Schedule a chunk of time on your calendar every day to make sure you don't miss out!

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Drive growth by being the trusted expert

Being the expert in your industry builds trust, and when your customers trust you, they start recommending others to you. So establish yourself as the expert, and give your customers a reason to tell everyone else about you!

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Have your CRM ready for every scenario

By having your CRM prepared for anything that could happen to your business, you will be ready whenever anything does, and won't end up overwhelmed!

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Stay organized by using notes as your project database

It's easy to lose track of documents when you are working on a big project. Stay on top of them all by keeping everything in one place!

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Our CRM Best Practices

Help your business succeed with these CRM tips

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How to Use Notes to Track Projects and Online Documents

Notes are essential to any CRM - they help you keep track of phone calls, interactions with a person, and any other general details. But did you know you can also use notes to save links to online documents or other websites?

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Take the lead and show your team a CRM that works

Sometimes you need to see something to believe it, so if your team doesn't think a CRM is for them, show them what your customized CRM can do!

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Turn CRM use into a habit

A CRM is intended to make life easier for you, but this can't happen if you don't use it. Make it a habit to use the system, and start reaping the rewards!

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Cultivate buy-in with a practice CRM account

Having a practice account lets your team try out the CRM together without messing up your existing data. Once everyone's onboard, using the CRM together will become much less annoying -- just how it should be!

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Gather more leads by being seen and heard

The more visible you are, the larger your pool of leads will be. Put yourself in front of a crowd to make sure your target market knows exactly who you are and how you can help!

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Turn closed sales into new opportunities

A closed sale opens up a wealth of opportunities because instead of working with cold leads, you are working with someone who already knows how you can help them.

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Avoid double entry by moving your business into the CRM

By making the CRM your business hub, you can stop entering notes into different systems, scribbling them down on bits of paper and instead, keep everything in one place!

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How to follow up with long-term sales

Some sales can take a long time to close, and losing track of a sale halfway through is the worst thing that could happen. Take a look at how Estelle and Stephen avoid this!

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Engaging Long-term Leads to Turn Them into Sales

With large purchases it may even take a few years for a sale to come to fruition, and during that entire period it’s important to stay in touch and build a relationship with every potential customer.

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Schedule CRM time on your calendar

It's easy to forget to use your CRM, so why not make time for it on your calendar so that you never forget?

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Build strong relationships to seal more deals

Having a good relationship with all your customers (no matter how high maintenance) can help you bring in more leads and close more sales!

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Plan ahead with easy calculations

An important aspect of tracking your leads is seeing how many of them end up becoming closed sales. In today's tip, Judi shares how she does it with the CRM!

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Turn every customer into an opportunity

Former customers can sometimes end up being the best form of advertising, so just because a sale is closed doesn't mean that your relationship should end!

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How to Run a CRM Fire Drill to Make Sure You're Prepared for Growth

Every business dreams of having a big surge, rapidly gaining new customers and making more money. But if you’re not adequately prepared for a rush, things can fall through the cracks and you can end up leaving money on the table!

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How to Track Follow-ups Once a Sale is Complete

Follow-ups shouldn’t end when the sale is completed! Checking in after a sale shows the contact that you are interested in their experience, and you won’t forget them just because they’ve already paid.

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Manage your VIP clients effectively

Your VIP clients need a little extra attention most of the time, and a CRM helps you make sure none of them slip through the cracks!

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Free eBook: CRM Bootcamp

Everything you need to know to successfully choose and set up the perfect CRM for your business.

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How to incentivize your team to use the CRM

Your entire team needs to be using the CRM effectively in order for you to start seeing results. Incentivize them to use the CRM for maximum benefits!

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Use customer feedback to expand your sales

By listening to your clients, you gain valuable knowledge about how you can improve. Collect feedback to get the most out of each sale!

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How to Encourage your Reps to Use the CRM and Make Sure They Really Do

If you’re a manager onboarding your team to a CRM, you can check to see who is entering new leads daily and who needs a reminder to enter leads as they get them. You can even encourage your team to enter data immediately by offering an incentive to reps, making commission dependent on using the CRM, or rewarding the reps that do use the CRM!

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How to Turn CRM Use Into a Habit

CRMs can provide a central database to easily access all of the contact details related to your business, but for it to be a database you need to actually enter data. Here we’ll walk through a few tips to get started using the CRM and to help turn CRM use into a habit instead of a chore.

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How to View Former and Existing Customers for Follow-up

Customers can be a great source of recurring sales and new customers, so why not continue to follow up with customers once the sale is over?

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How to Pull Sales Reports for Meetings

If you’re a manager or owner the Lead report can be a great way to track sales and compare sales over time.

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How to Find Contacts that Haven't Been Touched Recently

You can use a filter on the Lead Report page to make sure your team is on top of follow-ups for contacts in the sales funnel or the Find a Contact page to make sure they’re continuing a relationship with existing customers.

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How to Access Reports for Review with your Sales Reps

If you’re a manager and would like to monitor and review activity with your sales team there are two different reports you can pull. One report is the Activity Report, which is a list of all activities and details logged to the CRM by a sales rep, and the second is the Lead Report, which you can use to view and track the sales funnel by rep.

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A quick and easy way to follow up with your team

When managing a team, it's important to have the ability to keep track of what they are doing. Here are a few tips on how you can do that with LACRM!

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Make every sales meeting count!

It is important to have frequent sales meetings but you should never have one just because. See how you can use LACRM to make every meeting productive!

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How A CRM Can Help Your Referral Program

Make Your Life Easier And Your Referral Program More Effective With A CRM

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How To Use LACRM’s Settings To Save More Leads

Never Let Another Lead Slip Through The Cracks With Reminders And Notifications

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Using A CRM to Organize Your Business’s Email Correspondence

Email logging is a way to get emails you send and receive to show up in the contact records of your CRM. A CRM that includes an email logging feature can go a long way to helping optimize the value of email correspondence with your customers.

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Map your CRM leads with Badger Maps

Visualize all of your leads on a map to help make scheduling and routing more efficient.

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Tracking your sales workflow in a CRM

Your business already has a sales process. This post will show you how to move that process into a CRM to make it even more effective.

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How to customize your CRM for your in-home computer repair business

A potential customer recently came to us with questions about how to set up his CRM. He runs an in-home computer repair service across the pond in Europe, and needed to know how our system could be molded to fit his business' workflow.

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How to Track Customer Feedback and Increase your Sales

Regularly collecting feedback from your customers can help you improve your sales process and expand your sales with the customers that already love you.

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Using Customer Appreciation Opportunities to Expand your Sales

Customer appreciation is a great way to get your foot back in the door and make more sales to the customers you already have.

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How to Find the Average Number of Touches Required to Make a Sale

While every sale is unique, the average number of touches for successful sales can give you a ballpark number for how frequently you should be in contact with a prospect.

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Make the CRM part of the job

A CRM is only useful if your entire team uses it, so make sure everyone gets the memo by making it part of the job!

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