You can increase the efficiency and consistency thanks to Macros. If there is a step that is repeated often in your CRM, you can create a macro to handle it.

CRM Glossary: Macros

What is CRM? How can I use CRM to better manage my contacts or track interactions? Is CRM worth the set-up time and learning curve?

You’re only clueless as long as you’re not pursuing answers to these questions. Join us for today’s episode of Clues for the Clueless CRM Marketer and we’ll find out together.

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Email marketing and CRM go hand-in-hand. This episode talks about the way your sales team can use email marketing to their advantage.

How a Sales Team Can Use Email Marketing to Follow-up with Leads

Paul continues to share his takeaways from the LA Small Business Expo. This time, he talks about the CRM user profile "The Startup."

CRM Takeaways from the LA Small Business Expo - Part 4

Paul shares his takeaways from the LA Small Business Expo. In this episode, he talks about one woman he coined "The Techie."

CRM Takeaways from the LA Small Business Expo - Part 3

Andy and Paul continue their chat about the LA Small Business Expo. Paul talks about the different types of people interested in CRM. Today's episode focuses on "The Conflater."

CRM Takeaways from the LA Small Business Expo - Part 2

Paul Rijnders joined the team at the Benchmark booth at the LA Small Business Expo. So, I chatted him up to find out what his takeaways were from the day.

CRM Glossary: Macros

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