What to look for in a CRM if you have a long sales cycle.
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.
An outdated CRM is worse than having no database at all.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.
Need help organizing your leads? Sales funnels let you track leads through all the stages of the sales process.
It's important to know how to cancel your CRM before you even sign up for an account because it often comes with stipulations you might not have anticipated.
Repeat customers are an important part of any business, so it's good to show them how much you appreciate them.
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.
In a digital world, it's more important than ever to keep your data safe and secure. Here's a checklist to go through to make sure you and your team are doing the most to protect your data.
A collection of tutorials on how to cancel any CRM account, and any fine print you might miss.
As a small business, every dollar counts, and the last thing you want it to be overpaying for anything, let alone your CRM. So here are 5 things to keep in mind to make sure you are not paying too much for your CRM.
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.
Being the best insurance agent for your client requires relationship-building. A CRM takes the busywork out of maintaining a relationship, and lets you focus on being the best partner for your clients. Here are 5 specific ways a CRM does that.
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.
Navigating the variety of online tools available to run a business can be challenging, but having the right tools can make running your travel agency easier.
Here's what our small business leaders are doing to make sure they optimize every network opportunity.