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Marketing

How Google is Supporting Small Businesses During the Pandemic

With so many small businesses struggling during the Covid-19 pandemic, it’s always good news to see people and organizations who are taking active steps to support small business owners and entrepreneurs. One company doing just that is one that you’re all familiar with: Google. In addition to being the most popular search engine in the…

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Master Your Tasks in the GoSmallBiz CRM

To get the most bang for your buck in a CRM, you have to think about what you’re using it for. A good CRM should have a robust number of tools available for you to use. The GoSmallBiz CRM not only showcases functions like mass uploads, calendar settings, and Mailchimp integration, but it can also…

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Mailchimp Integration with the GoSmallBiz CRM

What separates a good CRM from a great one is the details, especially a CRM’s ability to work with other tools to maximize a business owner’s productivity and outreach to his or her customers. For example, GoSmallBiz’s CRM provides integration with outside marketing email provider Mailchimp. Mailchimp’s ability to sync with GoSmallBiz’s CRM makes it…

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When Something Goes Wrong in Your CRM Upload

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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Uploading Data to the GoSmallBiz CRM

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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Prepping for the CRM

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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Consultant’s Corner: Why You Need a Google My Business Listing

Q: What is Google My Business? Do I need to put my business on it? Today, Google and other search engines are more often than not a customer or client’s first step in identifying and evaluating products or services they are seeking. A business’s search result rankings, online content, and customer/client reviews are the main…

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What a CRM Can Do for Your Business

A business is only be as good as its customers perceive it to be. So how does a business owner keep clients happy? How can they keep tabs and ensure customers are being served appropriately? Most companies don’t just a simple one-time purchase. The road to prosperity is securing multiple visits and purchases from customers,…

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Consultant’s Corner: Marketing Plans for Financial Advisors

Q. What are the best marketing strategies for financial advisors? Financial advisors and similar professionals use customer referrals, local Chamber networking, other professional networking, lead groups, direct mail, newsletters, a business website, social media networking websites, direct sales, and other methods. The best marketing plan will be the one that effectively reaches your defined target…

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