Managing Client Relationships

Lately I've been doing a lot of research and implementation of CRMs. A CRM is a 'Client Relationship Manager'; a database that contains email addresses, contact info and other pertinent info about customers. The initial setup takes a bit of organizing and time, but once established, the benefits are enormous. With a CRM, one can keep track of recent communications and sales, contact info, as well as personal bits of info like date of birth or even custom criteria as specific as an astrological sign. There are a plethora of CRMs out there currently; here are few of the top ones [...]

Getting the finances organized in 2014

Time and time again, I come across small business owners who are getting extremely stressed out due to letting their money paperwork get messy. And the worse it gets, the deeper and deeper they get and the more overwhelming the idea of organizing it all becomes. It's a vicious cycle, that when only some simple steps are implemented, things become a lot more manageable and the mess goes away! Some of these steps are extremely easy, yet many owners have not taken the time to put in place. The great news is -- is that it's never too late. Check [...]

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