Small business tips

Tips and advice to help small businesses succeed.

Recent posts

Why you should integrate a webform with your CRM
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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!)
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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
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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
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February 10, 2023
Learn how our Zapier integration can help managers and their teams!
5 Zaps for Sales
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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
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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
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November 21, 2022
Blitz Sender's integration with LACRM allows you to automate emails based on where someone is in your pipeline.
3 CRM features you need to manage a long sales cycle
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September 26, 2022
What to look for in a CRM if you have a long sales cycle.
4 ways to segment your contacts for better follow ups
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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
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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An outdated CRM is worse than having no database at all.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.
Sales funnel templates to use in your CRM
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June 21, 2022
Need help organizing your leads? Sales funnels let you track leads through all the stages of the sales process.
Why you should know how to cancel your CRM before you sign up
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June 7, 2022
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.
4 things you can do to delight your repeat customers
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May 20, 2022
Repeat customers are an important part of any business, so it's good to show them how much you appreciate them.
What is a sales funnel?
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May 9, 2022
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.
3 ways to set up call notes in your CRM
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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.
Your New Year LACRM Resolutions
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January 4, 2022
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.
Team collaboration tools in LACRM
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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.
The Small Business Software Security Checklist
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September 27, 2021
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.
Your guide to cancelling a CRM account
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August 10, 2021
A collection of tutorials on how to cancel any CRM account, and any fine print you might miss.
Never overpay for your CRM again
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July 19, 2021
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.
5 ways to customize LACRM as a coach
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July 5, 2021
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.
5 ways to customize LACRM as a consultant
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June 21, 2021
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.
3 mistakes you're making on your free CRM trial
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May 25, 2021
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!).
4 ways to customize LACRM as a real estate agent
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May 23, 2021
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.
How does a CRM help an insurance agent
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May 1, 2021
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.

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