Tag Archive | crm

On CRM: Mailchimp Is Introducing A CRM. So Who’s Next?

(This post originally appeared on Forbes)

Mailchimp, the popular email marketing software that’s enjoyed by millions of users around the world, is announcing a new Marketing CRM module.


I say duh because, well, isn’t it obvious? I can’t count the number of times that, when asked what CRM application they use, a small business owner replies to me with “Mailchimp” or “Constant Contact” or “Emma” or any number of a group of email marketing platforms.

But the thing is, these applications are not CRM applications.  They are, as just mentioned, email marketing platforms.  They allow their users to create campaigns, design templates, send out professional looking emails and then track the results. They also give these users the ability to store multiple lists of contacts targeted for their campaigns. Read More…

10 Small Business Apps, Services And Tech Platforms Every Entrepreneur Should Know About

(This post originally appeared on Forbes)

If you want to know the best place to keep up with technology for your business, follow my weekly tech roundups for entrepreneurs each week. You’ll learn because I’m always learning.

So what have I learned? Businesses that invest in the right technologies are assuring future growth and success.  I’ve also learned that there are a few apps, services and technologies – about ten categories in all – that are critical for small businesses in 2019. So in honor of National Small Business Week, I thought it would be helpful to share. Read More…

Really? CRM For The Cannabis Industry?

(This post originally appeared on Forbes)

Oftentimes I meet with sales and marketing executives who work for manufacturing, distribution, field service, pharmaceutical or retail companies and they ask for CRM systems that are suited to their industry.  These are specific verticals. So why not cannabis?

The cannabis industry – as we all know – has been exploding. Billions of dollars in revenues have been created in the more than half of the states in the country that now allow the medical or recreational use of the product. Growers, dispensaries, distributors, and a whole host of other indirect companies have benefited from the legal marijuana trend. So why not CRM? Read More…

On CRM: Why Most CRM Partner Programs Are Terrible

(This post originally appeared on Forbes)

Oh no, I just got word of yet another “big” change to another of the partner programs from a CRM vendor we work with. I’m not going to name the CRM vendor. But I can tell you this: you’ve heard of them. My company is a “partner” for a few CRM vendors.

And when it comes to partner programs we’ve seen it all. Over the past 25 years we’ve been introduced to “exciting” changes, “new” developments and “innovative” ideas. We’ve also been warned about our sales levels that don’t meet their arbitrarily defined minimums, buried in oftentimes useless certification requirements and subject to a revolving door of channel managers who arrive at their jobs all jacked up to change the world and then leave months later in a state of despair. Read More…

On CRM: Adobe Plus LinkedIn Plus Microsoft Could Be A Killer Combo For Marketers, Big And Small

(This post originally appeared on Forbes)

Once upon a time, Adobe made Flash and a popular PDF converter and of course Photoshop – that great desktop software for publishers and graphic designers.  But times have certainly changed.  Over the past few years, the company has leveraged its core offerings and morphed them into a number of powerful marketing tools that encompass videos, 3-D illustrations and powerful graphics.

So what to do with all this great looking stuff? Enter Microsoft. And LinkedIn.

According to an announcement the companies made at last week’s Adobe Summit, the company is partnering with Microsoft and LinkedIn (which is owned by Microsoft) to offer a one-stop-shop lead generation solution. Read More…

On CRM: JotForm Adds HubSpot So That You Can Stop Losing Website Leads


(This post originally appeared on Forbes)

It amazes me how many companies I know – particularly small companies – that go to great effort and expense to build cool websites and attract leads don’t complete the process. There’s a disconnect when visitors arrive and request more information or have a question. When they fill out a form their contact data is just emailed to someone in the sales department who then has to enter that information again into the company’s CRM system. Errors occur and – not surprisingly – follow-ups are unreliable.

It happens a lot and when it does sales inevitably get lost. And yet, simply integrating a company’s website with their CRM application would solve that problem and create more revenue opportunities.

Maybe the fact that this isn’t happening as much as I would’ve thought isn’t so amazing. Most good, mainstream CRM applications do have the ability to integrate themselves with a customer’s website. But it takes some effort and a little technical expertise and these are the kinds of things that are sometimes in short supply at the typical small business.

But there’s an easy way to do this which doesn’t take much effort or expertise. Just create a JotForm and use its built-in integration with popular CRMs and email marketing applications like ZohoVerticalResponseMailChimpInsightlyKeapHighriseConstant ContactSalesforce.com and now…HubSpot. Read More…

On CRM: Ads In Emails? Really? A New Study Says Yes.


(This post originally appeared on Forbes)

Here’s something I never seriously considered: including paid ads in the body of an email campaign.  Paid ads? You would think that in today’s world of advertising overload most recipients would be turned off.  Turns out they’re not.

At least that’s the conclusion from a new study commissioned by Powerinbox, a company that (surprise!) provides email marketing services and offers what it calls “personalized subscriber engagement” to some of the world’s largest publishers so that they can get their messaging out by – you guessed it –  placing advertisements in emails.

So there may be some bias here.  But I’m not sure that matters when you consider the findings. According to the study – which was conducted by Mantis Research, an independent research firm – 40 percent of the people surveyed said that having ads in an email didn’t bother them at all and – surprising to me – almost two-thirds of them said they would actually click on an ad.  Unfortunately, I could not find where the actual sample size of this study was disclosed. Read More…