What a wonderful feeling a business owner has when they’re able to upload everything into their CRM in only a couple of clicks! Following the instructions, properly preparing the Excel document and carefully filling out the entire required field mentioned allows for an easy upload. But what about when the user realizes there’s an issue…

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Previously, we talked about how important it is to find a CRM that allows you to upload information en masse, making the process much more efficient. Organizing the Excel files housing all of a business’s customers’ information and prepping how the information is organized before uploading to a CRM with mass upload capabilities may be…

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Once a business owner has selected a Customer Relationship Manager (CRM), uploading their clients’ information can be a daunting task if the owner or manager has to enter each customer’s information and their notes one by one. When researching the right CRM for your business, it’s best to find one that can do mass uploads.…

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In my life, I’ve often been called a great salesman. I’ve put myself in position to sell all kinds of things: technology, insurance, education—you name it, I’ve sold it! But here’s the secret to my success in sales: I don’t sell anybody anything. Never have. Never will. I’ve found that the most effective salesperson is…

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No matter what business you are in, you have to always put the customer first. Think like a customer, and look for ways to provide real value to your customers. And that also means treating your customers the way you would like to be treated if the situation were reversed. As a small business, it’s…

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You get your customers to come back more often to buy more and occasionally pay more by constantly providing them with relevant benefits (through your products, your service, and the total customer experience with your business) that are differentiated from all competitive options. That’s it. That’s how to succeed in business. Relevant needs drive half…

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Question: What is the best way to transition from our existing domain/company name to a new one? There are several things to consider when transitioning from one company and domain name to another. Business Name Change A business that changes its name can notify the IRS of the name change by following the procedures described…

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In the late 1980s, I discovered infomercials. Bill Guthy and Greg Renker started Guthy-Renker in California after they got the idea for creating and running infomercials, and even though I had no idea what an infomercial was at the time, I joined them. We started out by doing an infomercial with Tony Robbins—the first infomercial…

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If you can recall being on the playground, meeting a new playmate on a jungle gym, and being able to make an instant friend on the spot as a child, you can understand the appeal of networking in a business sense with those already close to the heart. Just as easy as it was to…

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