Small business tips

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.

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.

Switching to a different customer relationship management platform can be quite a challenge for small businesses.

Having a worldwide audience at your fingertips is great, but if a social media platform is the gatekeeper of your contact list, do you really own that information?

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.