Entry #1: Bring On The CRMs


It’s oft repeated but true: The one thing SBEs have the least of is time.  Especially with Sales & maintaining active relationships with an ever-expanding customer base—emails, appointments, faxes, schedules, contact information of all kinds—we can all lose control of it every once in a while.

That’s why we use a Customer Relationship Management System (CRM).  They are customizable, plenty affordable, & widely available for SBEs of any size or service type.  Here are a few ways we drive efficiency internally and with our customers:

1.  Get a CRM system to track activities, share data and automate processes.  Today’s CRMs are much, much more than tracking contacts.  Companies can store vital customer and prospect data, execute marketing campaigns, track service and support requests, and automate routine activities.  CRMs drive efficiency by reducing non-value-added time.  And, they give users much better insight into key data and performance metrics.

2.  Make it mobile.  We’ve mobilized our CRM data by using a customized tablet app.  By bringing CRM data out to the field, sales and service teams have much better access to critical information.  And one of the best ways to leverage a tablet and CRM is to convert paper forms and checklists into an electronic record that sends data back to the CRM automatically without any manual reentry or faxing, which means fewer duplicates, near-constant access when on the road, and fewer filing cabinets taking up your office space.

Many, many thanks!

Glenn KinstlerRelationship Manager
2B Solutions, Inc.
1500 1st Avenue North
Birmingham, AL 35203
Office: 205.408.9991 x3
C: 205.531.8833
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About Dan Gallo

I'm a small business lifer, starting/running businesses since I sold seeds door-to-door as a kid in The Bronx. I've played guitar and enjoyed baseball since I was 5 (born a NY Yankees fan). Just prior to marrying Kim in 1983 I became a Christian. We have two sons; Daniel's a musician & social media expert with a smart, insightful sense of humor, and Adam who recently graduated from Brooklyn College double majoring in Creative Writing/Literature and Anthropology. Adam now works in the non-profit sector. Since 2002 one thing we love to do together is go on service/missions trips to Belize. We've collectively spent 60+ weeks in Belize with this missions organization http://twaw.org. I started my 1st company in January 1985, and been self-employed ever since. I sold my last company, Mentor Communications Group, in '04. After 2 years w/ the acquiring company I started The Allasso Group, LLC doing Small Business Consulting, Fund Raising/Capital Raise-up Campaigns, Sales Strategy, Outsourced Sales Agency work, & Digital Marketing Programs (Social Media, SEM, etc.) since April 2006. Notable projects: Hired as Small Business Advocate and Social Media Director for IBM's "Supplier-Connection" - Feb '11-Dec '13. Hired as COO to help turn-around late stage start-up software company myVRM. Jul12-Dec '13 Hired as CEO of CoupleWise.com, a Digital Health2.0 app, to write business plan, raise seed capital, & completely redesign and relaunch the app. Aug '16 I won a Finalist spot for MassChallenge UK's 2016 fall cohort in London from Sept thru Nov. Started Oct15 - Current. I enjoy helping turn-around struggling small businesses, and launching new business ventures. Feel free to contact me with opportunities.
This entry was posted in March 2013 Contest and tagged , , , , , , , , , , , , , , , , , , , . Bookmark the permalink.

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