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Salesforce, Inc.

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> I'm planning to start with a CRM but would like to hear from owners on what would be most useful for them.

Sounds like the right place to start. Why Customer Relationship Management Systems Will Become Obsolete Within 10 Years. Although there are many places to look for problems to solve, the solutions industry is too fearful of looking into the mirror to find any.

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Thanks for great suggestions! I'm very familiar with Google business profile and its APIs. I'll look into it. The plan is to create an app store where anyone can create and integrate their CRMs, ERP, bookkeeping software etc and there might be potential revenue share with us.

What are the requirements for your CRM? If you have custom requirements, I'm happy to pilot with you on this.

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A cool feature for your CRM would be to import information from Google's Business Profile Page, Google Maps, and/or google contacts 'people chips'. If you are serious I would look at Hubspot and Salesforce (the two market leaders) to see what is in demand with the current market.

I am trying to decide on a CRM currently. How do you plan to monetize the open source suite? Display ads or virtual assistant agency is all I can come up with. Best of luck.

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Too much competition in the CRM and ERP space. And Monday.com allows custom business app building. Maybe find a less well served niche?

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I see 25 leaps are out. What companies do you think will be real winners out of the recession? I got $SOFI $SQ $CRM $TSLA $TWLO $DDOG

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Willard CRM. Send us a DM.

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Advertising isn't an essential spend so they're going to take a massive margin hit. But further, they had huge revenue growth and margin expansion during pandemic which probably means they've been over earning in recent years anyway so the hit could be even bigger than some people are expecting.

I'm quite bullish on some companies because I think them cutting back will make them more lean coming out of this. Companies like CRM and FB. But for GOOG just to sustain current margins going forward will be very challenging.

They'll be fine long-term, but they're in a really difficult place right now and I worry the stock could fall much further if we get a decent recession. Currently they're holding up much better than FB or SNAP though which I think is more to do with investors being happy to buy GOOG into weakness given the long-term growth potential. It's a great company, but could easily fall another 10-20%.

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Offline marketing still works, too. Do you have a good location with traffic? So you have a nice sign out front?

Online, Google Maps gets way more local traffic than Facebook. It's Google! Facebook wishes!!!

When I'm in the mood for Schwarma, for example, I'm not going to search Facebook. I'm going to search Google Maps.

Facebook is great for RE-targeting people who have already been to your restaurant to let them know about new campaigns and offers, but as someone else pointed out, you should have your own CRM and be collecting names and numbers and emails so you're not relying on some other platform to communicate with your customers.

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You should get a CRM linked to your POS (billdesk) to collect data and map visits. Then run targeted ads. Let me know if I can be of any help - my company has a SaaS based product for the same

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CRM that’s industry relevant.

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Come and try Parma CRM! We are building a relationship-centric CRM for smaller businesses that want to build lasting relationships with their customers and partners.

https://parmacrm.com

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This is stated much more eloquently than my jokes, but yeah essentially. Senior IB folks have great golf swings. They can model deals, but not at the same level of rigor as like a PE shop (where the model sent over with the CIM is usually heckled). Their job is to get a company sold, so they put it in language other finance people can understand, but it is a sales job and they spend more time in PowerPoint and on their CRM than in Excel or any rigorous tool.

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There's a few that you can read about here if you like: http://elevaremedia.com/best-crm-systems/

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We can help. Our client is a new or existing small business or non profit with one to 10 employees. They have a small sales and marketing team and produce $0 to $5 million in revenue a year providing services. Their clients are other small businesses or consumers. They cannot rely on custom or robust solutions like SFDC, ZOHO or HubSpot. They have little to no budget and need an simple, affordable and efficient CRM solution to produce revenue right away.

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CRM long

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Opinions on crm and lly?

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Check out OfficeClip CRM. Here you can maintain all the Contacts and their information. In the information for each contact, you can store documents, notes, customer issues, add tasks, events, etc. You can also create a Call list for follow-ups so that you do not miss calling back any customer or lead.

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Crm helps you gather, organize, and manage all information related to your customers. I have been using HubSpot to get more leads from inbound marketing and to manage our sales pipeline.

In case, you need more options - feel free to check out Nachonacho marketplace for amazing deals on SaaS.

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Any software like a CRM ? Yes, it’s called a CRM :)

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Thinking about going into LLY and CRM, Looks promising to me especially how they performed well even on some of the worst days of the market in a while

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We have 6 B&M locations which each need their own merchant ID for reconciliation purposes. Annual processing is around $2MM. What kind of fees would y'all charge in that scenario? We need terminals for each location (probably 12 total) but don't need anything like Clover because we use ERP software with built in CRM capability.

We're looking at a new ERP that integrates with authorize.net but that's at least 6 months down the road. What would that look like?

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Streak CRM

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I CRM so hard.

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Square is the best option, free website, free shopping cart, free pos, free crm, free e-commerce…

It handles everything you list, some of the higher end features/reports are not free but you listed 9 random softwares/apps when you really only need one

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How do you know there’s a car crash ahead? And if you do know it, why aren’t you aggressively short? Go 100% sqqq and back up your certainty.

Just like when the “car crash” was the lingering Great Recession effects in 2010-11, or Grexit, or Brexit, or cratering oil prices, or skyrocketing oil prices, or whatever other “crisis” people were sure would tank the market so “stay on the sidelines til it passes”.

Or maybe we are at 2008 and shit will hit the fan. But maybe not.

That’s why yours is a stupid & clueless take.

OP: I’m DCA’ing SCHD, SCHY, SCHB, FDRV, AAPL, CRM, RTX presently (first of every Q). Then I am monitoring any number of other stocks to see where glaring value, if any, presents itself.

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04:40 PM EDT, 09/20/2022 (MT Newswires) -- Marc Benioff, Director, Chair and Co-CEO, on September 19, 2022, sold 2,300 shares in Salesforce (CRM) for $349,111. Following the Form 4 filing with the SEC, Benioff has control over a total of 27,761,368 shares of the company, with 27,761,368 shares held directly. The market value of the direct and indirect holding, based on the transaction price, is approximately $4,240,943,173.

Apparently this means moontime for salesforce

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how is crm still up? not mad about it

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MarTech is such a massive space!

I am particularly fond of Frase AI + SEO add-on. It's the fastest and most data-driven way to do content briefs/write blog posts/optimize your existing content. The AI writing assistant speeds up the writing so much. It takes a little bit of training, but your performance improvements are gonna be stellar. And if you just stop at creative briefs to send to a writer, then you'll be super fast. You can produce a top-class creative brief for a super SEO optimized written article in 20 minutes.

On the SEO side of things, I tried several keyword clustering tools and to me Keyword Cupid was the best. Not the most amazing UI, but the way the tools tests for intent is a little above the competition.

Still on th SEO side: AlsoAsked is basically a must-have. Check it out, it's about questions asked on Google, but it goes deeper, linking multiple levels of details. Very useful for content ideas (answer the damn questions! 😁)

I loved Welcome Software, it was the best marketing management tool I ever used. A unique calendar/project management tool with included asset management and, more importantly, content creation, down to publishing and distribution. One place to cover absolutely everything, and shared! It's been acquired by Optimizely, and I stopped using it since. Some people still use it.

I would like if I didn't say I use Canva a lot. I am a fully trained, long-time Adobe professional. But Canva speeds up the process for small teams and quick ad-hoc asset production. Which, let's be honest, is what most marketing folks need most of the time.

On the same wave, but talking videos, I kinda fell in love with Veed.io which is basically the Canva for video. If Canva replaces InDesign and Photoshop, Veed replaces Premiere Pro. It comes with templates, tons of tutorials, a fast online interface, and a library of videos, pictures, and audio. And it's absolutely fantastic to record presentations.

Buffer has grown so much as a social media management tool, I really prefer it to Sprout Social, even if the latter has bigger data and team features.

When it comes to other areas, I don't have favourites, just typical tools.

For email marketing I prefer GetResponse to MailChimp and others, as it's better organised for contact management. But really, it's about what you do with them.

To launch websites, if they are small companies (and not talking about web apps) then I would go with self-hosted WordPress, but if there is a CMS attached to the company's CRM then I'm happy with that

On the topic of CRMs, I believe HubSpot is the best option at the moment. Very expensive, though. You can achieve similar results with a Wordpress+Pipedrive+MailChimp+Zapier stack. At the end of the day, you either pay more for an integrated tool, or work more to integrate them.

Now.. some people have been doing a lot just with Notion+Zapier, or AirTable+Zapier. Even Bubble. But I always found that more time consuming. But I really want to explore that more, particularly because you can also do business management (custom entities, custom relations, easy backend) without the needs for awful awful enterprise platforms like Salesforce (who tricks you into thinking is light and accessible, while IT REALLY ISN'T)

There is so much more... AI produced audio (for product descriptions and automated demos), the future of AI illustrations, influencer marketing tools, affiliate marketing tools... Let's see what others have to add!

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Get a crm, you could start with hubspot free version, add your contacts, and you‘ll be able to make notes and see the activity history (emails sent, people that interacted). But yeah what you describe is a CRM that you need

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Are you being sarcastic? I help build dope automations and the entire Salesforce system to help companies become more efficient, increase revenue, managers see analytics, and much much more. It’s the #1 global CRM for a reason

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Who is buying CRM

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Is that $CRM after-hours action real?

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I only regretted not pursuing those ideas while I was working on them or while I was juggling all the 12 ideas, if that makes sense.

Once I decided to go all in on Starter Story, the regret immediately washed away and I was laser-focused on Starter Story.

It was like someone snapped a finger and all of my passion for the other projects faded.

I wrote a bit more about it here, look up "think week":

https://patwalls.com/2020-i-am-my-own-greatest-obstacle

Some of the other ideas: CRM app (that was the main other project), YouTube channel, blog platform, personal brand, and a bunch more I can't really remember haha.

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A good CRM that I use is Monday. You can read about it and a couple of others here if you like: http://elevaremedia.com/best-crm-systems/

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There are better more focused software to do this rather than a simple CRM. e.g Delloop

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I personally use Monday cos it's easy for me to use. You can read more about it and a couple of others here: http://elevaremedia.com/best-crm-systems/

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CRM

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Personally I use Monday as I find it to be more user friendly compared to others I've had a look at. You can read more about Monday and a couple of other CRM's here if you are currently looking for one. http://elevaremedia.com/best-crm-systems/

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Personally I use Monday as I find it to be more user friendly compared to others I've had a look at. You can read more about Monday and a couple of other CRM's here if you are currently looking for one. http://elevaremedia.com/best-crm-systems/

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Stay at your stagnating job and develop software or write or whatever during the empty periods. I’ve worked for my government in IT and I’m not joking that I’d be actively working less than 10 hours a month and my bosses would be praising the incredible work I’ve been doing. In 4 years I built a CMS and a huge CRM. I had a co worker that would write books during work and when I met him he already wrote like 10 books in 15 years xD Government jobs are mostly BS jobs.

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Physician referral is very different than consumer. It’s probably much closer to sales and networking.

Ask them if they can go more in depth about that aspect of the position. Are you more public relations and dealing with issues that the referring md might’ve had brought up from that patient. Or are you more of were here to inform you of this new treatment option and your office would get an affiliate commission. How hands on that aspect is will give you an idea of how much work there truly is.

Also note what CRM they are using. Salesforce is a typical one due to the integration with sales and marketing hub on top of what ever medical database it’s connected to. But medical crms are usually pretty robust.

I’d also make note if they have processes and procedures in place or if this is a learn on the job and good luck type of situation. This will also give you another insight to how the company operates and what to expect. In this type of role you want to be organized.

I’m just thinking off top of my head, but ask about how big there network is. Services regional based? Maybe some examples of budgets and spend for things like ppc. When doing ophthalmology lasik cpc campaigns would sometimes hit close to $400 cpc and those were set up and monitored very different then say chiropractor who’s maxing out at $25 cpc.

If you haven’t done medical before, do some research on advertising regulations. Tons of laws and restrictions. Example since we’re just talking ophthalmology, when creating Facebook ads I couldn’t show an image of an eye ball upclose. Facebook had weird rules that there AI had when it came to image creation, on top of normal hippa and medical regulations with copy.

Healthcare can be super challenging but that’s what makes it fun. Also depending on what you’re serving it can also be very rewarding.

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Zoho is the most significant waste of time we had as a company trying to integrate a CRM and other tools with our backend, and as devs. $30 a month for a shitty API system that is overly complicated and has no real examples and documentation.

Sorry to rain on the parade, if you broke and your time is worth nothing, ok use Zoho one but if not fine something better.

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Monday as the core business system, including coordination across teams, departments, etc.

QuickBooks for finance, and Stripe if you need to take payments.

HubSpot for CRM and basic marketing.

Microsoft O365 for email, security, collaboration, file management, etc. I hate Google with a passion, especially at scale.

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Thank you! That’s exactly the type of CRM I was referring to. I’ll have to dive deeper into hubspot as they seem like a one-stop-shop service.

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I appreciate you playing devils advocate!

I think with the right crm to analyze the pipeline and conversions, I can prove the budget. I’ve seen it done at my company and my boss has walked me through it every time. I am just saying my strong suit isn’t data because I’m certainly no wizard like some experts are

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If you guys are using Hubspot as a CRM, you could breakout paid search, display, and social media ads from your lead sources down To the campaign or ad group level. Plus there's a lot of built reporting that could help you with the analytics side of things.

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I have a business. It’s service based, and I run a tight ship. I don’t have a crm. I use acuity for scheduling and Quickbooks for bookkeeping and office 365 for most everything else.

I do some work for a marketing company that now uses ghl for everything. And before that they used clickfunnels, activecampaign, salesmsg, and pipedrive.

I’m in a lot of fb groups for female entrepreneurs, and some of the trends are dubsado for as much as possible. Clickup is also super popular, as is airtable. Every niche and person is different since every business is different.

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So if you were starting a business today what tech stack combination would you use for your startup?

I understand that everyone’s needs will be intrinsically different (I’m a consultant who laser focuses on this) but in a general environment you need core systems.

Example: CRM, Marketing, Accounting, Security, Communication, etc.

Obviously there are some niche products out there and that’s what I’m hoping to see here!

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We prefer the following

  • HubSpot CRM (Starter edition only)
  • Google Workspace
  • Google Voice if solo, Dialpad if not
  • MailChimp
  • (Business specific niche startup system - I.e. Innago for property management)
  • Quickbooks Online (I would genuinely say that if you are going to spend money on only one thing, do it on accounting. Because I abhor it, and anything to make that easier for ~25/mo is worth it.
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MSFT, DAL, AXP, SQ, CRM, AAPL, CMCSA

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CRM and more MSFT shares

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Post wasn’t really about supply, it was supposed to be what things you have found to be useful in your experience and would recommend to someone now launching a business. Whether it invest in good theme, CRM, have this or that in order before starting… etc.

The demand for the products is there, after talking to many of the local dealers they interested in carrying our products because many of the brands they carry are coming from Germany and those brands can’t supply the dealers here in the US with enough supply. And the customers aren’t loyal to any brand. They’ll purchase essentially what the dealer recommends.

Also I’m not expecting to launch the site, and BOOM 100s of orders come pouring in. The launch of the site would be to provide tons of information and content about the brand and products. Since we’re new and we’d be primarily selling to dealers to start, so hopefully as we become known with the customers of the dealers it’ll spread awareness of our our brand slowly. Then we’d start advertising and doing trade shows as well.

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I came here to say square also.

Their website is free, their pos is free, they have a new appointment module that would handle the two booking times flawlessly, their crm is free, basic reports are free, etc..

All one platform too, instead of having 2-3 different softwares/companies/processors/vendors involved

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CRM META SHOP TWLO

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The position actually does require quite a bit of work to get established, but approaching things in layers, each enabling the next is a good approach.

We use Hubspot CRM. It is amazing, but even the free tier is pretty unbelievable.

The website was #1 source of sales for my company. Rebuilding that with the funnel in mind was massive. Submission forms and emails directly loading the funnel, page activity and tracking linked right in to the CRM or Google Analytics platform. It gave us places to link to and from for All socials—LinkedIn, Instagram, FB and Google Reviews were huge too.

After the site was then leading collaboration on campaigns; These were posts, ads and more with themes, time-sensitive or seasonal content etc.

This fed socials, and monthly email newsletters through mailchimp.

With advanced analytics, we could tell what people were (a.) looking at (b.) which social media posts, (c.) visiting site pages and (d.) clicking links in emails and all could easily count as warm leads for our sales person.

This led to the report of "44 prospects called, 12 introductory meets booked, 16 clients followed up with in some way, 1300 unique site page views, which came from $188 of google ads, $45 FB/IG ads/boosts and 14 from the linkedin post about **x, y or z topic / series on 'what architects love/hate post pandemic," for example.

They *loved to get that report every week. That felt really really good and "worth it all" to them.

Plus, it was really fun to see a project That was the result of my efforts get landed.

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This is really great. Wow. Thanks for taking the time to write all of that. And I think you kind of hit the nail on the head for what kind of info I’m seeking out.

Would you mind answering another question for me? I’m wondering how you went about translating this information into financial numbers. Did you use a certain CRM (like Salesforce)? Outsource analytics? How did you paint that picture for them?

I’ve never had to prove numbers in my current position- I’ve only ever looked over the stats and metrics with my boss. He did crazy excel formulas to show website activity and lead-to-contract conversions.

Any tips on how to get started with this? Maybe too broad of a subject, but any insight would be helpful…

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PLTR, BABA, META, DIS, CRM

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Sometimes Marketing Director at a small company is = to Marketing Manager at a larger company. So, know what you’re getting into. With that said, focus on strategy, focus on organic traffic; if the company has done much marketing they will be interested in conversions, ROI/ROAS, probably building a CRM, and tracking/measurement. I suggest you reference the changes that are coming (Google sunsetting 3P cookies on Chrome, Apple iOS changes impacting consumer privacy and data collection, etc…) and how you have experience developing a future-proof plan. Create a little FOMO… it won’t hurt.

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CLFD AMZN SQM CRM and AFRM. The more questionable of which being SQM and AFRM.

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CRWD, SNOW, LCID, META, GOOG, NVDA, AMD, CRM, AUNTY CATHIE ARKK AND CCL.

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I would bet on companies with great financials and moat. GOOG, AMZN, MSFT or some s/w companies with consistent growth like SNOW, DDOG or cybersecurity s/w companies like CRWD or PANW. I also feel CRM and ADBE will make a comeback considering how well they have done over past decade and their investment in cloud based SAAS and so many assets.

Beyond core tech I would say DIS, HD, SBUX are some of the companies I believe in over next decade.

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In the long term we are all dead. If you cannot see a path for a stock to double in 5 years, why bother?

Find a company that can grow earnings 50% or more over 5 years. This requires that it's market grows that fast OR it takes market share. Taking market share is harder but plenty of companies have done it thought better products. Apple failed at PCs but certainly succeeded in phones. Netflix created he streaming industry. CRM created enterprise sales software.

Hopefully, you can buy it for the average P/E (or P/S if no E yet) over the last 5 years or lower. After it doubles, re-evaluate where earnings are relative to your initial evaluation. If they have grown faster than you thought, you need to understand why before you sell but you should probably sell.

If you are not willing to put at least this much thought into an idea, then buy index funds or mutual funds.

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fuck it i’m buying crm at this price. tableau is too good and same with salesforce as a crm

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CRM to zero 🧐🧐🧐🧐🧐

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Benefits of CRM to your business.

Improving sales efficiency

Boosting sales effectiveness

Increasing upsell and cross-sell opportunities

Increase employee productivity

Improve customer retention.

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I totally understand that the accounting department has extremely generic fields such as "Advertising" "Event Marketing" or "Sales". Granular marketing reporting should come from Marketing, not accounting. The best you can hope (in my opinion) for is having accounting reconcile their data with yours.

I would seriously consider centering this all around a CRM system. They are designed for this and provide you customizable templates for tracking all your marketing expenditures, revenue generated, and so much more helpful information for making decisions.

Check out Hubspot and/or Zoho.

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EspoCRM is my favorite one. When we were looking for a CRM platform, we tried numerous solutions. Yet, this one was the best fit for our business. The solution is open-source, easy to implement and customizable. We use it to manage customer data, monitor the progress of deals, personalize marketing initiatives, improve customer service and automate routine operations.

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HubSpot makes it easy for small businesses to start using the platform with a free plan that covers the main things you need from a CRM.

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do we SHORT CRM as penalty - I say break them !!

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Growth tech has bottomed or has very nearly bottom so I'm bullish there, the rest of the market is probably still a few months behind imo. Some other places are getting close to bottoms though. Semis are approaching attractive levels. Even some of the large cap growth companies like CRM, SNOW, ABNB, etc look like they're at or have hit bottoms already. I'm very bearish on companies with strong margins right now. The recent margin expansion companies like AAPL, GOOG and NVDA have seen are utterly unsustainable and already starting to trend in the wrong direction. Doesn't matter if you're growing 20% YoY if you're margins drop 50%.

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Depending on how much you want to spend there are lots of options like the other comment mentioned ooma, but zoom does, Skype, and ring central are all good and fairly cheap. If you're starting a dispensary, I would suggest that you think further ahead for incoming calls and texts and go straight to a CRM. Something that can handle customers as they call in (most people are really only calling for hours typically), that can handle incoming texts and respond for you because, again most people are going to text for hours/location, then as they come to your store you can add them to the system, that way they can be part of your community and receive emails and texts (in a marketing sense). As well as digital receipts and things like that! For something like that the options are harder to put together but there are some. But if this is sounding like a sales pitch it's because that's the business I run. We are pretty much a sales/insurance sales system but I have been dying to expand to this industry. (Dm me if you want to talk about that :) ) but either way, I for real think you should look into a CRM that will handle calls because it's super useful for marketing especially with dispensaries on almost every corner some places. I live in Denver so I drive out of my way for a good promotion

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Depending on where your at. A full tank of gas to uber/doordash. A couple of beach chairs, couple of snow shovels, bulk bottles of water or soda.

I would get a CRM marketing software and go around to local businesses and provides digital marketing services.

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Zoho Bigin
Zoho CRM Free addition

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I’m not in the same state but in CA you will probably need a specific type of contractor license. Yes a general business license for your city, and insurance for sure and probably a contractor bond as well. It would also be prudent to file a DBA (doing business as) with your county, which would be your business name. I would recommend a catchy term like “Blast Off”. I would also go ahead and get my “TIN” aka “EIN” established with the IRS because it takes forever and it’s good to fill out on forms as an official business anyway. Also will prepare you for when you start hiring employees. Also keep a separate business bank account that handles all business finances. Here’s some other parts that aren’t must haves but can be extremely helpful:

  1. Incorporate if you have assets to protect, like real estate, a nice vehicle, valuable personal assets, etc. Or it also makes sense if your making decent money, but you should talk to a CPA about where that threshold is.
  2. Merchant account. This is the way you’ll accept payments from your customers electronically if you want to be set up that way. This is my area of expertise, but expect to pay 1%-4% of this incoming revenue in fees, unless they are offset somehow.
  3. Bookkeeper. Worth their weight in gold, especially if you’re like me and don’t enjoy maintaining the financial records of your business. They will help you generate necessary forms for certain situations needed in business.
  4. Digital marketing assets. Starts with your logo, also could be your website, social media accounts, review sites, etc. A must have for growing in today’s age, even with a great interpersonal network.
  5. CRM (customer relationship manager). This could be a pen an paper where you write down contacts, appointments and more, or it could(should) be a software designed to help you run/manage your specific type of business.
  6. Mentor/business consultant: often times this is hired but they should know the business world and how to make you successful, more importantly they should know your specific type of business and maybe even have some good contacts to help propel you forward.

There’s lots more I’m sure I could have put here, but all I can think of off the top of my head late at night. Hope this helps.

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Agency is a great place to cut your teeth. Exposure to all the different branches of digital marketing, technical aspects of data management, business backend, relationship management, and selling your expertise are things you'll take to wherever you end up.

With that said, agency work can be hell and there are few agencies that take care of their employees or demand excellence of their deliverables. The business aspect of an agency can be tough and there's often a numbers game aspect for both clients and employees.

I've advised folks in the past to take an agency gig to get a broad education but then specialize; both in expertise and niche.. but in house. I've learned into enterprise, primarily in paid. Organic is in crazy demand right now, and folks that can navigate backend crm/attribution/biz data get some nice gigs.

Best of luck!

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What is the crm for? Any specific vertical?

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Trust me when I say this, now is not the time to buy. $CRM made the same mistake as $ADBE and the stock still dropped another 40% from when it was “cheap”.

In this market, lowered guidance and overpaying for an acquisition will only result in selling on any high liquidity events. One simple rule I’ve used for roughly 10 years is to only reenter after it puts in a green monthly candle. Sounds ridiculous but look how that has played out in corrective/bear markets historically. Worst case scenario you miss 15-20% of the move back up. GL and be careful catching falling knives.

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That’s calm but the extensive property of analytics and EC is priceless. You’re essentially doing more than just CRM, so it was an advanced suggestion

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Dude, do check great companies like SHOP, NFLX, META, ADBE, CRM, NOW these are all mega growth and great companies that can’t go bankrupt, surely I’m holding these for next 5-8 years.

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PYPL is down 80% from ATH. FB is down 60%. ADBE is down 55%. CRM is down 50%. NFLX down 65%. SHOP down 85%. Does that not meet your definition of capitulation?

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PYPL is down 80% from ATH. FB is down 60%. ADBE is down 55%. CRM is down 50%. NFLX down 65%. SHOP down 85%. Whats juicy to you?

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The solution industry came up with a wild scam. Just code random shit. Call it a solution. Whoever shows up must have some kind of problem that goes with it -- no point in getting nosy about what the problem actually is.

Which explains why there are more problems than ever with the marketplace glutted with make-believe solutions. You can read about this any time you care to and in every facet and any industry you want.

>Simply put, CRM systems can't do what companies need them to do. Today, companies turn to CRM systems as literal cloud-based spreadsheets of deals in the forecast.
>
>Why Customer Relationship Management Systems Will Become Obsolete Within 10 Years

Content management systems that don't manage content. That is mythic.

The list can go on as long as your tolerance for fraudulent activity lasts.

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As someone who's worked most of my marketing career in-house and currently moving into consulting, I can say it is shocking how little marketing teams bring to the table sometimes. I'll preface with I think there's a lot of inherent complexity navigating agencies and definitely bad ones out there. Bc of that, idk that I've ever felt "impressed" with an agency, but have had many positive experiences.

But you'll only get out of it what you put into it and performance marketing agencies can't work magic if there is nothing there. I think a lot of companies/teams don't have a viable marketing plan (or product) and expect agencies can make things happen despite this. I recently met with a well-funded team that came to our scoping call with no idea what they wanted to do or how much marketing budget they'd like to dedicate, but clearly knew they wanted to achieve x number of signups in y amount of time that they "absolutely needed" to hit (spoiler alert, it was very unrealistic). They had no website, no LPs, no crm, no inbound funnel mapped out, no content...basically just getting off the ground, but with literally no marketing plan at all.

Everyone has to start somewhere, but this met with inexperience and unrealistic expectations will leave them dissatisfied with whatever an agency does for them and they'll probably join the masses of talking about how bad agencies are. I agreed to offer consulting for them but will never execute on campaigns on their behalf bc I know this will lead to hellish frustration and blame placed on my team.

OP, not saying you're inexperienced or have unrealistic expectations, just offering some perspective on why it seems there are so many terrible agencies. Some are actually terrible, but many have skilled staff that simply can't do the wild magic tricks expected by the client.

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Customer relationship management (CRM) software should be the center of your business's interactions with all of its current and future customers, even if your business is just starting out.
There is a platform for everyone, no matter what they need.
Here are some of them.
*Vtiger for a CRM that does everything
*Zoho CRM can help your business grow.
*Freshsales because it's easy to use
*For free, you can use HubSpot CRM
*Helpful for managing projects
*Automation idea for sales processes

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Small businesses have a lot of CRM options to choose from. Some of these include Zoho, Creatio, HubSpot CRM, and others. You can choose to buy any of these programs for your small business.
But that's only the start of the journey. After you buy a CRM, you will need to set it up and change it to fit your needs. How does that work? Not everyone knows how to set up their business's CRM software. Hence, you will require a CRM solution provider. This is the person who will help you set up your CRM and make it fit your needs.

Therefore, CRM solutions for small businesses are the only step, they need to be set up as well only then will they be functional for the business. Businesses can grow if their CRM software is perfectly in sync with their business goals.

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Small businesses have many CRM options to choose from, and each one has its own set of features and benefits. CRM software like Skhokho, Salesforce, Zoho CRM, and HubSpot CRM are some of the most popular choices.

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Are you looking for a CRM tool that will help your small business grow? If so, good for you! There are many different kinds of CRM tools, and each one can help your business in a different way. Here are the top five CRM tools for small companies:
One of the most popular CRM tools on the market today is Salesforce. It is powerful and flexible, so businesses of all sizes can easily manage their sales data and processes. Plus, it has a lot of add-ons and integrations that make it even more useful for small businesses.
2.Cereno's CRM software: This software makes Base CRM easier to use and better at managing leads. It also adds a whole new level of interoperability to the ecosystem of Cereno's CRM software. Cereno's CRM software, which used to be called Base CRM, is an easy-to-use customer relationship management solution and sales force automation tool that has been added to the entire customer care, marketing, and sales portfolio of Cereno's CRM software.
HubSpot is a well-known CRM tool that works well for small businesses. It's easy to use and comes with a lot of features, like marketing automation and lead management. It also has great customer service, so you can be sure that any problems will be fixed quickly.
Oracle: Oracle is known as one of the most reliable CRM tools on the market right now. It has a user interface that is easy to use, and the software features are very strong. This makes it perfect for larger businesses that need a lot of options for customization but don't want to give up on reliability or functionality.
5. Microsoft Dynamics 365: Microsoft Dynamics 365 is a state-of-the-art CRM system made for small businesses (and large businesses, too!). It has cutting-edge features like artificial intelligence and customer segmentation, which make it a very useful tool for quickly growing your business.
6.Adobe Connect: If you want an easy way to connect with customers online from your own website or app, Adobe Connect is the way to go. With Adobe Connect, you can use premade templates or start from scratch to make custom forms and surveys.

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  1. Sales process.
  2. CRM system
  3. Sales script

Best advice I can give..

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You updated your profile on LinkedIn, they have a list in LinkedIn SaleNavigator that alerts them when someone with a specific title/role changes jobs. They go into LinkedIn Sales Nav, click on your profile, then use their Cognism or Zoominfo Chrome extension to add your name, with contact information, into their CRM.

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Grr, another strikeout. The rep I talked to with Chargeback Gurus used to work for Sift and recommended I try them as they focus more on the SMB segment. I just talked with a rep for Sift and they're looking for about 5x our current volume at a minimum.

So that's a no-go with Sift, Chargeback Gurus, and Chargebacks 911, which are the three services I found that focus on dispute management (instead of fraud prevention).

Seems like there are no real options in this space for SMBs, which is funny to me--it's SMBs that are typically most interested in contracting out for specialized services (e.g. using Shopify instead of developing an in-house e-commerce platform, using Salesforce instead of an in-house CRM, Gusto instead of in-house payroll, etc.)...so why there seems to be a dearth of options for subbing out chargeback management/responses in this space is kind of baffling me.

No one here has any experience with this topic?

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Dynamics 365 and Salesforce are very similar CRMs. Honestly, if you are an admin in Dynamics CRM then Salesforce is extremely easy to pick up.

There are some differences and pros/cons with each, but if you've spent significant time within Dynamics then Salesforce is something that can be learned within a few days.

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Zoho CRM, I did a lot of research and they come in the best bang for the buck, also pretty popular so a lot of integrations to other services.

You can route your email through their service, get notifications and set reminders.

They had a free tier, not sure if still available.

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Zoho CRM for sure + it's affordable and has a free version

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What are the basic things that are lacking in assetpanda?

There are multiple solutions out there. It looks like you have a niche need with specific features but not the extras.

In this case, you could get a custom desktop app developed that is tailored to your needs.

If you're looking for a readily available solution, then UpKeep, EZOfficeInvenyory, or ERPNext if you want customization with a CRM

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CRM helped me improve on sales and marketing of my perfumes business . Check out MonkeyPesa . It really helped me .

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A couple things:

  1. They have a bunch of free resources, videos, and certification courses on their site. I think the specific course site is called Trailmix or something like that - really helpful stuff on there.

  2. If you’ve used another CRM or automation tool, you’ve essentially used them all. If you have any experience with a competitor program, you can easily play off like you have exposure to SFDC and then pick up additional skills on the job. Most jobs use these programs with their own quirks anyway so it’s pretty common to have to learn the flow once you start somewhere.

Also overall SFDC is fairly intuitive and user friendly. It’s not like zero brain power easy, but it’s pretty straight forward and because it’s so widely used it’s super easy to find answers to questions on google!

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I’m on the same path as you OP. You’ll want to learn The salesforce marketing cloud. That’s what marketers use. On the salesforce trail head site(google it)You can start out with the marketing admin path or email specialist path on the salesforce learning. I chose the email path and I’m almost finished. The thing is, it’s next to impossible to know if you ready to take the exam and gain certification without platform access and experience. The exam costs $200 .not really to piss that money away, so I want to make my shot count. I’m personally at a Standstill and I’m looking for my next move to prepare for the test. It’s complicated and this is the case for practically all of the major CRM /automation tools - you need experience to be taken serious but how can you do anything without access.

One thing I’m considering is getting certification on as a salesforce sales admin. You’ll learn the essentials of the core salesforce CRM ( which has nothing to do with the marketing cloud). The benefits, is that there’s a live playground environment to gain experience. Again, this is complicated because you have salesforce experience but not the right kind because the sales side of salesforce is totally different than marketing. This strategy could be worth it as a “foot in the door technique” on your resume.

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Yes Salesforce is a CRM. It's THE CRM.

However it is also more. It will integrate with many lesser crms such as hubspot, salesloft, Keap, etc.

Salesforce is usually for larger companies/companies with a large revenue stream.

There are some sandbox demos you can get your hands on to just tinker with the base platform. Salesforce is customizable and is typically crafted for each specific company.

There are also Salesforce admin courses and certificates you can get. I'm not sure if thrse courses still exist tbh or If they require you to already be SaaS customer.

You may want to try and contact a Salesforce rep and see if they can point you in the right direction. Either search LinkedIn or use zoominfo

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I’ve thought about crm a few times but can’t get myself to pull the trigger. They have suffered heavy losses and idk how they will get back up to that point. What’s your take?

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When it comes to customer relationship management, Call Tracker for CRM is a simple and straightforward tool. My managers are able to log every call in the CRM system as soon as it comes in, and it works! Dislike the app even less now that I know it costs money. The catch is that it doesn't come cheap. The fact that it's Android-only is the app's second drawback. Business card readers are also available. Because I employ sociable people who are on the lookout for clients and partners, I think it's brilliant that I can now equip them with business card scanners, which automatically integrate contact information into a customer relationship management database. Compatible with Apple and Google mobile platforms. Search for "Business Card Reader for Multi CRM" and you'll find it.

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