How to Move from Spreadsheets to CRM

How do you keep track of sales opportunities? A folder on your desk? A series of post it notes around the office? A spreadsheet system? We’ve seen a lot of creative ideas for tracking leads, but we believe that the best thing you can do is move to a CRM, or Customer Relationship Management, system. [...]

Guide to Getting the Most Out of Networking Events

No matter what industry you’re in, at the core of it, business is about people. Networking events, from conferences to small industry meetings, give you a chance to meet others and expand your network. But they can also be overwhelming or frustrating, if you don’t come away from them accomplishing what you had hoped. Take advantage [...]

Q+A: FunnelWise on getting full sales and marketing clarity

Connect sales and marketing to get a full view of your funnel We unabashedly love trying out new tech, marketing and sales tools - but we also know that sometimes, these tools can add complication to our lives. Especially when data gets messy, implementation road blocks crop up, or different team members use different systems, that [...]

Tech tools to start 2017 off right

It’s a new year, so the season for dreaming, goal setting and planning is upon us. As productivity geeks, we love charting out a vision, identifying tasks and ultimately, checking them off the list. Of course, many of the memorable successes in any given year come from the people we surround ourselves with, the opportunities […]

CRM 201: Become a Contact Relationship Management super user

Keys to CRM success: Think about people (who are using it), personas (who you want to track), product (what you are selling) Last month we shared some tips on how to get started with CRM (contact relationship management) tools, including how to plan for success and some of our favorite tools (get caught up with [...]

CRM 101: Setting yourself up for success with contact relationship management

It’s easy to get drawn in by the siren songs of CRM (contact relationship management) tools. They promise greater efficiency, better data, and best of all, more sales – who doesn’t want that? But many startups and small businesses stumble when getting started with a CRM. Analysis paralysis can prevent them from getting started, or […]

High impact, low cost marketing in 2016.

As we begin the new year, we’ve been thinking a lot about how to make a big impact at a great value through marketing in 2016. There are so many changing, evolving and brand new tools and opportunities, it’s easy to feel overwhelmed. Here’s what I still see as an intuitive base: it’s still all […]