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Written by: Carlos

Published: April 30, 2025

There’s a quiet trap many professionals fall into: confusing using a CRM with simply feeding it. Clicking boxes, updating contact info, logging calls — it all looks like productivity. But without intention behind it, all that effort becomes digital clutter.So here’s the uncomfortable question: is your CRM driving action and insight… or just...

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Written by: Ken Quigley

Published: April 07, 2025

Yesterday, I requested a quote from a hot tub company, and it arrived as a JPEG of a handwritten paper quote he had photographed with his phone and emailed me.My first reaction: incredulity. Who still works with paper but advertises online for new leads?My second reaction: suspicion. Is this even a real company? This made me pause and do...

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Written by: Ken Quigley

Published: February 18, 2025

Spreadsheets are a popular data management tool for small businesses and startups, often available for free. However, when dealing with thousands or hundreds of clients, you should not use them for customer relationship management (CRM).While spreadsheets offer basic analytics, they have several limitations, such as manual data entry...

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Written by: Ken Quigley

Published: February 18, 2025

The last few years has taught us that global pandemics, civil unrest, and a faltering global economy have not deterred email scammers in the slightest. Anyone who mistakenly believed that a conscience would influence these fraudsters has misjudged their adversary. Simply put, these individuals are criminals, preying on people's vulnerabilities...

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Written by: Ken Quigley

Published: February 18, 2025

The first couple of months of the New Year can be a whirlwind for SMB owners, with a to-do list that seems never-ending. From accounting and staffing to planning your product roadmap, there's a lot to juggle. Amidst all this, don't forget to focus on how you handle customer information.Your customers have been sharing their data through...

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Written by: Ken Quigley

Published: February 07, 2025

All business owners are busy, often wishing for more hours in the day or more days in the week. Despite this, many acknowledge that it's possible to grow their business within the constraints of a normal workday. So, what's their secret? Here are nine time-tested and time-saving tips to maximize your productivity:GoalsSet clear, achievable...

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Written by: Ken Quigley

Published: January 15, 2025

The recent wildfires in California have been devastating, with many individuals and businesses suffering significant losses. Among those affected are three of our valued customers who have reported losing both their homes and businesses. These tragic events highlight the critical importance of having robust disaster recovery and business...

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Written by: Ken Quigley

Published: January 14, 2025

Selecting the right tools in digital marketing is crucial for the success of your campaigns. Although Microsoft Outlook is a robust email client for personal and business communication, it is not well-suited for e-marketing. This isn't a flaw; Outlook simply wasn't designed for this purpose. While Outlook's mail merges and e-blasts are effective...

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Written by: Ken Quigley

Published: January 10, 2025

QuickBooks is a robust accounting software that many small to medium-sized businesses rely on to manage their financial transactions. However, it is not designed to function as a Customer Relationship Management (CRM) tool. While QuickBooks can store customer contact information and handle some basic task scheduling, small businesses should...

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Written by: Ken Quigley

Published: December 15, 2024

Approximately a month ago, we published the first blog on strategies for managing seasonal slowdowns. Since then, we've received quite a bit of feedback and have compiled a more extensive list of time-management suggestions for small businesses during the holidays.Navigating holiday slowdowns can be challenging, but the following are...