And…click! That simple tap was the sound of Dom Wint, owner of web design company Clean Page Webdesign Ltd, hitting ‘send’ and communicating with all his clients- at the touch of a button. As easy as that, he has informed and reassured his clients, whilst managing their expectations. Let’s rewind. A few weeks ago Dom took steps to warn his clients that their websites were not working. With many of Dom’s client base being causes,…
A few weeks ago I shared the wonders and convenience of the Zoho Card Scanner App in a blog post, outlining how small business owners simply have to snap a picture of a contact’s business card and the clever app accurately populates the correct fields in the virtual business card contact on your phone within the app. The neat and nifty application’s wow factor then comes into play when you are welcomed by an option…
I’ve been steadily using Zoho CRM now for a couple of months, one thing that Paula and I touched on in my training session was other tools I may want to include in the future. From what I had learnt in my early conversations with Paula, Zoho Books could be a useful tool. I am my accounts department, short of the full company accounts I do everything else myself. I keep my own books,…
So we’re going to get in a time machine now and go back to my training session with Paula, before Christmas card writing! The training session was focused on me observing while Paula showed me around the system, this was exciting for me because for a while I had only been using the email (head back to Pt3 – The Nitty Gritty to find out why!) so seeing the actual CRM was pretty cool. All…
We all know a few cheeky life hacks– little secret cheats to make life easier. From running an old post-it note between the keys on your keyboard to gather mouldy crumbs and dust before you throw it away, to putting your smartphone in a glass to crank up your alarm’s volume to avoid over-sleeping. We all do them and we all like to share them because most of us want to make other people’s lives…
I wanted to share a mini post about how using the system is already having a positive impact on my ability to connect with my clients efficiently and effectively. My business has grown over the last 12 months and I am blessed to have more clients than I did at this time last year. I wanted to send out Christmas cards to them and thought that this would be a good test of the filters…
What do you expect when you start up your own business? You may expect it to be a stressful hard slog, require blood, sweat and tears and then some, and maybe (if you’re realistic) you anticipate that your new venture might not generate a profit during the first 18 months (unless you’re blessed with a bit of leprechaun luck). But you might also imagine your start-up to be rewarding, something your passionate about, enjoy and…
Hi, I’m Mel, I used to work in an office, 9 to 5, paid overtime and holidays, a nice air conditioned secure job. Or so I thought. After 8 years of loyal service, the office closed and everybody was made redundant. I was out on my ear, with just enough money to put towards the deposit on a flat or maybe buy a car. I chose the frivolous option, to travel, and that I did for a full year. A blissful,…
You might have heard a saying that refers to the length of time given to chop down a tree and how much of that time would be spent on sharpening the axe, the next stage of my CRM journey reminds me a little of that. Paula had mentioned to me a Data Dictionary and once my contacts were all in one place we were able to begin work on categorisation and building the Data…
Ok, spoiler alert, it all gets a bit tech nerdy at this point! It also got a little tough going, don’t let that put you off though, it is all necessary, as shall be revealed…….. So if you read my first blog you will have seen the picture of the stacks of business cards and also my Filofax. This was (is) my CRM, but my vision had now become crystal clear, have everything in one…
