Mailchimp Integration with the GoSmallBiz CRM

By Alejandro Castro | March 23, 2020

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

By Alejandro Castro | March 16, 2020

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

By Alejandro Castro | March 10, 2020

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

By Alejandro Castro | March 2, 2020

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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Creating Custom HR Documents for Your Business

By Rachel Baker | November 19, 2015

As a GoSmallBiz member, you can save time and money by getting all the HR documents you need all in one place. There are hundreds of available templates to choose from as well as dynamic forms that allow you to input information specific to your business, edit documents, and export documents to other file formats.…

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How to Build a Custom Legal Form

By Rachel Baker | October 29, 2015

Did you know that GoSmallBiz offers customizable legal form templates? Members have access to our easy-to-use document wizard that allows them to plug-in key data and save fully editable templates. There is a wide range of forms and letters available, including debt collection, intellectual property, waivers and releases, buy-sell agreements, licensing agreements, and more. To…

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How to Add Google Analytics to Your Website

By Rachel Baker | October 14, 2015

Once you’ve built a 5-page website for your business using the GoSmallBiz website builder, it’s time to start measuring and tracking your web traffic. Google Analytics is free and integrated with the GoSmallBiz website builder. It only takes a few short steps to set up: First, sign up for a free account with Google Analytics.…

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Integrating the GoSmallBiz CRM and MailChimp

By Rachel Baker | October 1, 2015

Did you know that the CRM is now part of the GoSmallBiz membership? Yep, that’s right! The CRM is now included in the GoSmallBiz Membership! Our cloud based software application gives business owners the ability to store all customer and prospect data, and set up events, tasks, and reminders for themselves, staff members, or customers.…

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