Ya’ Think? @yourcrmteam.com http://www.gdmig-yourcrmteam.com/blog CRM | Sales | Marketing Insights by Lindsay Garrison Tue, 28 Apr 2015 16:07:08 +0000 en-US hourly 1 https://wordpress.org/?v=4.8.17 noYa' Think? Lindsay Garrison 5 Big Ideas to Grow Business with Email Marketing http://www.gdmig-yourcrmteam.com/blog/2015/04/5-big-ideas-to-grow-business-with-email-marketing/ http://www.gdmig-yourcrmteam.com/blog/2015/04/5-big-ideas-to-grow-business-with-email-marketing/#respond Thu, 16 Apr 2015 21:12:09 +0000 http://www.yourcrmteam.com/blog/?p=9094 Email is still the primary communication for most businesses and consumers. A recent MarketingSherpa survey found that the majority of consumers prefer to be contacted via email, and a HubSpot statistic indicates that 66% of U.S. consumers buy as a result of email marketing. Those are persuasive metrics that indicate we need to make the effort to do it right. Let me share five Big Ideas on how to maximize your efforts and marketing ROI. Big Idea 1 […]

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]]> http://www.gdmig-yourcrmteam.com/blog/2015/04/5-big-ideas-to-grow-business-with-email-marketing/feed/ 0 Lindsay Garrison Expense Reporting – Zoho Expense is here! http://www.gdmig-yourcrmteam.com/blog/2015/04/zoho-expense-reporting/ http://www.gdmig-yourcrmteam.com/blog/2015/04/zoho-expense-reporting/#respond Tue, 07 Apr 2015 21:11:28 +0000 http://www.yourcrmteam.com/blog/?p=9060 Zoho Corp. has a new online service, Zoho Expense. I had a chance to play with Zoho Expense while it was in beta and was quite impressed with it’s features and capabilities. While it’s a great tool for recording and tracking individual expenses, where it really shines is as a company-wide expense reporting tool. It’s well worth a look. Easy to manage and track expense receipts Drag and drop receipt images into the receipt […]

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]]> http://www.gdmig-yourcrmteam.com/blog/2015/04/zoho-expense-reporting/feed/ 0 Lindsay Garrison Tutorial – Zoho CRM Lead Conversion tips for B2C http://www.gdmig-yourcrmteam.com/blog/2014/12/tutorial-zoho-crm-lead-conversion-tips-b2c/ http://www.gdmig-yourcrmteam.com/blog/2014/12/tutorial-zoho-crm-lead-conversion-tips-b2c/#comments Mon, 08 Dec 2014 17:01:20 +0000 http://www.yourcrmteam.com/blog/?p=8849 Is your target market exclusively B2C? Or, do you have a mix of B2B and B2C customers? If your customers are exclusively B2C  If your leads are consumers, rather than business leads you can remove the Company field from the layout Here’s how to make this change (assuming Admin privileges): Go to Setup > Customization > Layouts | select the Leads module. Deselect the checkbox in the Company field. Drag the […]

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]]> http://www.gdmig-yourcrmteam.com/blog/2014/12/tutorial-zoho-crm-lead-conversion-tips-b2c/feed/ 2 Lindsay Garrison Convert to Zoho CRM: 10 (plus 5) data migration tips http://www.gdmig-yourcrmteam.com/blog/2014/11/convert-to-zoho-crm-migration-tips/ Sun, 16 Nov 2014 01:40:46 +0000 http://www.yourcrmteam.com/blog/?p=8795 Converting data from an existing CRM system looks like a daunting task. In reality, with sufficient prep, you may be able to do it yourself. If you don’t have time (or your time is better spent elsewhere) there are professionals who can help you. Unless you have a pristine database, proper conversion prep is time consuming. But, don’t defer cleansing the data until after the conversion – the prep time is nothing compared to the effort needed should […]

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]]> Lindsay Garrison Building CRM Requirements http://www.gdmig-yourcrmteam.com/blog/2014/11/building-crm-requirements/ Sat, 15 Nov 2014 01:40:23 +0000 http://www.yourcrmteam.com/blog/?p=8858 If you build it, they will come Would you build a house without a set of plans? Not a chance! A builder needs blueprints and detailed specifications – otherwise you could end up with a two bedroom bungalow when what you wanted was a 4 bedroom colonial with a state-of-the-art man cave. Scoping a CRM or customer service system needs the same attention to detail. Consider this scenario plaguing a recent client: The business owner is […]

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