August 26, 2013
BY John Paul Narowski IN karmaCRM News and Updates
Tired of updating a ton of data, item by item, to keep your CRM up-to-date? The answer to that old headache is to update in bulk: bulk emailing, bulk tagging, bulk plotting to a map (so you can see where your contacts are located across a geographic area), bulk updating Assigned To, and updating both standard and custom fields. We simplify the bulk action process for you because we know that every second you spend updating data is more time that you could spend fostering those important relationships. Bulk actions help you work smarter, not harder. [easingsliderlite]
August 26, 2013
BY John Paul Narowski IN karmaCRM News and Updates
Task Templates With task templates, you are able to add multiple sales templates and apply them to contacts, companies, cases etc. Dependent Steps These templates can have dependent steps, and you are also able to add automatic reminders and categories. To help guide your team, you can add a description or script. Reduce Repetition Task templates help reduce repetition when creating a sales process (or any other process you work with where tasks are utilized), and they help keep your team doing and saying the right thing at the right time.
August 26, 2013
BY John Paul Narowski IN Sales and Marketing
Our Sales Automation features allow you to increase profitability and performance by doing more with less. It’s our goal to automate as much of your daily routine as possible, so you can shift your focus back to growing your business, instead of entering data. Whether it’s sales process task templates, bulk updating or emailing, we’ll help you get back to doing what you do best and leave the rest up to us.
August 19, 2013
BY John Paul Narowski IN CRM Software, Small Business
Build and operate a successful small business with great Customer Relationship Management The double-edged sword of slow recession recovery has been the culprit of two definitive events in the business world – depreciation in profit margins on the financial statements of established businesses and a significant increase of new entrepreneurs launching their own start-ups. With the undeniable explosion of web business opportunities, there are cracks in the tech world waiting to be filled by those looking to capitalize on their ideas and software solutions. SaaS and mobile development are at their peak since the induction of Apple’s App Store in … Continue reading Why Small Business CRM is Essential →
August 16, 2013
BY John Paul Narowski IN karmaCRM News and Updates
karmaCRM is proud to announce our new built-in Maps feature! When traveling to a new area, it is nice to be able to see where your contacts are located. Our Maps feature will make it possible for you to do just that. We’ve added a geographic display that will allow you to view where your contacts are located on a map. Simply ensure that you have entered an address for your Contact or Company that you’ll be mapping, then click on the More tab in karma to access the Maps feature (you can find it in the tabs section and … Continue reading Introducing Maps! →
August 7, 2013
BY Shirley Robinson IN CRM Software, Small Business
The world is full of all kinds of software tools that think they’re indispensable. So how do you as a small business owner decide which ones actually are indispensable? It’s important to focus on just the ones that return considerable value, both because of the expense involved and because too many cooks inevitably spoil the small business broth. That is, you don’t want to be spending all your time learning and harmonizing different apps; you want to be gaining productivity right away. The small business CRM software space in particular has become very large and competitive, so CRM companies always … Continue reading Do small businesses really need CRM software? →
August 2, 2013
BY Shirley Robinson IN CRM Software, Sales and Marketing
As a small business owner, you may have a right hand man or woman. But does the right hand know what the left hand is doing? Most people think of CRM as being primarily about customer/contact management. But an equally important purpose is managing the flow of information in your own team, and promoting collaboration. Here’s how to harness the unique properties of online CRM to reduce your stress and improve how your team works together. Take advantage of the medium. The move to online tools allows for information to become decentralized and accessible from anywhere. The consequence of this … Continue reading Learn how to get your team to work together (finally!) with an online CRM →
July 24, 2013
BY John Paul Narowski IN CRM Software, Small Business
We are hard at work updating the backend of karma2, improving existing features and adding even more cool stuff. Here’s what you need to know. (Click on the images to see full-sized screen shots.) Record Templates & Query Builder Your team will love the brand new record templates and advanced query builder. For example, some users have already built ‘Contacts’ record templates for vendors, customers, partners, and other relationships, saving them plenty of time. Feel free to create templates for Contacts, Companies, Deals and more. Whether you are just enjoying our simple CRM or you consider yourself a power-user, you should try … Continue reading Building a better small business CRM with karma2 →
July 12, 2013
BY Shirley Robinson IN karmaCRM News and Updates
Many karma users enjoy the convenience of task templates–sets of tasks you can create exactly how you want, and apply them to records all at once instead of manually each time. But did you know that you can now apply templates to many of the different types of records in karma2? We created this feature to help you out if many of your records have shared information, like referral source or assigned user. First, go to the Settings menu, and choose Record Templates. This will take you to the Record Templates page. From this page, get started by clicking the … Continue reading Introducing Record Templates for karma2! →
July 5, 2013
BY Shirley Robinson IN Small Business
On Wednesday, we tried to convince you that building your personal brand is time well spent if you’re a small business owner. Today we’ll give you some specific actions you can take to begin and nurture this process. If you think we’ve left something out, please let us know by adding a comment–we’d love to get your insight! Please also check out the resources listed at the end of this article. All of them were invaluable in the creation of this post, and some tackle specific aspects of brand building you might be particularly interested in. Now, without further ado: … Continue reading Personal Branding for Small Business Owners, Part 2: The Nitty-Gritty →