There’s a dizzying array of CRM systems available, and wide variety of features to choose from. This guide will help you prioritise which features you need, so you can find the best fit CRM system for your business.
Processes and systems
Onboarding to prevent buyer’s remorse
The last thing you want is your clients feeling buyer’s remorse. So here are some ways you can use your onboarding process to inspire trust and confidence.
9 ways to remind your past clients you exist (that aren’t selling)
How do you make sure your past clients remember you, without selling to them all the time? Here are 9 easy ways to keep in touch regularly.
5 keys to a great client experience
Get these 5 key elements right to create a great client experience, and have your clients singing your praises for years.
Choosing a client portal to simplify your client management
A client portal can be a great way to make your clients’ lives easier whilst working with you, and give them confidence that you’re fully in control of your processes and systems. But what should you consider when choosing which client portal software to use?
Client onboarding gifts – yay or nay?
Should you send your clients gifts as a standard part of working with them? And what types of gifts will enhance their experience of working with you?
Why use templates to deliver your service?
Find out why finding the common threads in your service will make it easier to deliver – even if you tailor your service for every client.
Streamlined client pairing for a VA agency
To make running her agency viable, virtual assistant matchmaker Emma needed a faster and simpler way to onboard and pair her VAs with her clients.
How Google Calendar has changed – and why it might affect your appointment bookings
Google Calendar has changed a default setting so events are only automatically added if you ‘know’ the person. What does this means for appointment bookings?
4 easy ways to chase invoices for solo business owners
Whilst chasing invoices isn’t fun, getting them paid is obviously critical. Read on for four ways to use templates and automations to make chasing invoices easier.
Should a virtual assistant manage your emails ‘as you’?
What happens when a virtual assistant manages your emails ‘as you’? Is it better to pretend to be you or to answer emails as themselves?
What is client management – and why is it important for small service-providers?
Client management is simply how you manage your client relationships. But what does that mean in practice and why is it important for your small business?
3 ways to avoid ‘update CRM system’ being just another tick list task
Is ‘update CRM’ sitting on your To Do list? When your business is just you, it’s easy to keep putting off those non-urgent tasks. In this post I suggest 3 ways to make it easier to update your CRM system.
There’s exciting software in town! But is it right for your small business?
All your business buddies are loving that new, shiny piece of software, but how do you know if it’s right for your small business? Use these 5 steps for a thorough review.
Which Style of CRM System is Best for Your Service-based Small Business?
With thousands of CRM systems to choose from, deciding which one to use can feel overwhelming. This handy guide takes you through 4 types and helps you choose one that is right for you.
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