Welcome to the first post in the 'From Chaos to Control' series! Over the next few newsletters, I'll be sharing practical tips to using CRM to help you make your business run smoother by building smart systems. Today, we’re starting with the big picture: your sales process. If you feel like your sales management is all over the place, this one’s for you. Let's talk about the five must-have CRM workflows that can streamline [...]

I keep hearing this from small business owners: “I didn’t think you worked with businesses like mine.” It drives me nuts—because YOU are exactly the kind of business I want to help! Sure, what I do is valuable for big organisations, but I also love working with small and growing teams. This is especially true because, in so many cases, there’s an opportunity to make a transformative difference! The Reality Check 🚩  The smaller the business, the more you [...]

Your CRM should make running your business easier—not harder. But over time, systems that once worked well can start to feel clunky, outdated, or misaligned with your processes. Signs You Might Need a CRM Update: 🚩 Your team is struggling with inefficiencies—too much manual work, duplicated efforts, or difficulty finding information. 🚩 You’ve outgrown your current setup—processes that worked when you were smaller no longer fit your growing team. 🚩 Customer relationships are slipping—follow-ups [...]

How would you feel, waking up one morning to find out that your new promotion had taken off? Your email list of 800 grew to over 1,000. That would be amazing, right? Except, along with the excitement, you also get an email from your CRM provider letting you know that your monthly license cost is about to double because you’ve moved into the next pricing level! Suddenly, the wind is knocked right out of [...]

Choosing the right CRM for your small business can feel overwhelming. With so many options boasting endless features, it’s easy to get swept up in flashy tools that sound impressive but might not actually serve your needs. When I was putting together the comparison framework for CRM Game Plan, I realised one thing: small businesses do better with simple tools rather than complicated ones. Here are five CRM features most small businesses need and three [...]

For many small business owners, investing in a CRM (Customer Relationship Management) system might seem like overkill. After all, why would you need software to manage customers when you can just use a spreadsheet or jot things down on paper? The reality, however, is that a CRM can be the game-changer that small businesses need to grow, streamline operations, and improve customer relationships. Here’s why CRMs are worth it, even for the smallest businesses: [...]

One last rant for 2024! Why is it that normally rational business owners become victims of magical thinking when it comes to buying CRM software? They convince themselves there is one perfect unicorn piece of software out there that will do everything—at an amazingly low price! My personal favorite is the question I hear all the time: “What is the best CRM?” The reality is, there is no one-size-fits-all solution. No single piece of [...]