Blog2024-10-21T10:21:20+11:00

SalesPod MAKES SURE YOUR TECHNOLOGY IS WORKING FOR YOU, NOT AGAINST YOU.

Are you planning a digital refresh for 2025?

As 2025 approaches, many of us are in planning mode—reviewing budgets, setting goals, and imagining a better, smoother year ahead. It’s the perfect time to consider whether your business technology is helping you reach those goals—or holding you back. For many small businesses, technology evolves organically over time. You add one tool to solve a specific problem, then another for a new challenge. Before you know it, you’ve got a patchwork of systems that [...]

Navigating the long road to CRM value

As I started this article, I had a feeling of déjà vu... In 2019, I wrote Help! Why is No One Using Our CRM? Revisiting it, I realised the advice still holds, but with five more years of experience, I’ve gained a broader view on how to drive true organisational value from your CRM. That first article focused on the “carrots,” making sure that your team wants (or even needs) to use the CRM. This time, [...]

Is an All-in-One CRM Really Worth It? Here’s What You Need to Know

Long-term readers might be familiar with how I describe different types of CRM: sales, marketing, service, and eCommerce. But what if you need more than one of these? If you’ve ever felt overwhelmed by juggling multiple systems that don’t talk to each other, you’re not alone. You are jumping into one of the oldest questions in technology—should I buy an integrated “all-in-one” system? Or should I knit together specialised systems in a way that [...]

The Top 5 Ways You Annoy Your Customers, And How a CRM Can Help You Sort That Out!

Some recent interactions with companies I am a customer of have bugged me… especially as I know I can expect them to do better by using a CRM. Are you doing any of these “top 5 hates” to your customers? Not knowing anything about your customers  Why it’s annoying: Customers expect you to know who they are, what they have bought before, and the previous questions they have asked. They hate repeating themselves. Not [...]

Do you REALLY need a CRM? Here’s how to know

This week, I was asked why a small business would need a CRM. My take on it is that they might… but they might not, too! As an independent advisor, I have nothing to gain by selling someone a product they don’t need. I’d rather say that a CRM is the wrong choice for you right now than sell you a product you don’t need. Which businesses do not need a CRM system at [...]

It’s Amazing What Your CRM Can Tell You!

I spend a lot of time writing about different types of CRMs and what they do. If you're using your CRM correctly, it should not only support your team's customer engagement but also automate much of it, enabling personalised outreach at scale. But that’s just the beginning. Your CRM holds a treasure trove of insights that can transform your approach to customers, sales, and business growth. The next level of value comes in using [...]

A Guide to Succeeding with eCommerce CRM

It is time for a deep dive into another type of CRM. This time, we are looking at CRM for eCommerce. This is an extremely specific need where you are selling online, generally with higher volumes and often with a bigger range of products. CRMs for eCommerce often overlap with other types of CRM and operational systems. It is extremely important to consider what you want your CRM to cover and what you will [...]

Stop Wasting Time: How to Get Rid of Manual Data Entry

Are you drowning in a sea of manual data entry, spending hours each week copying information from one system to another?  You get an order online, and copy the details over to your shipping system? Or you get an email request from a customer and put it into your request tracker spreadsheet? I have worked with businesses where the staff are spending up to 25% of their time just moving information around, and it [...]

Who To Trust and Who To Avoid: Making Smart Business Software Choices

Who do you take advice from, particularly as a small business owner? I have a great network and often seek their input. But a wise mentor once reminded me to be careful about who I take advice from. The internet is a fabulous place to learn and seek information – but my friend who had “crowdsourced” a diagnosis of bowel cancer was terribly relieved when an expert confirmed he just had haemorrhoids. This stark [...]

A Guide to Succeeding with Service CRMs

It is time for another deep dive into different types of CRM. This time, we are looking at the specifics of Service CRMs. Most businesses have some service processes, but a Service CRM is meant for organisations with specific needs. Service CRMs are usually much more about supporting customers after they have bought from you. However, they can be used by organisations with many inbound sales enquiries as well. Whether you are trying to [...]

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