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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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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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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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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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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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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