Blog Resources

News, strategy, and features from the team at your favorite CRM.

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Marketing Messaging vs Sales Messaging

Jeff Shamus 1/14/21 Jeff Shamus 1/14/21

Marketing Messaging vs Sales Messaging

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How Long Does It Take to Implement a New CRM? Part 1

Jeff Shamus 12/17/20 Jeff Shamus 12/17/20

How Long Does It Take to Implement a New CRM? Part 1

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How to Turn Leads into Customers - Part 2

Jeff Shamus 11/30/20 Jeff Shamus 11/30/20

How to Turn Leads into Customers - Part 2

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How to Turn Leads into Customers - Part 1

Jeff Shamus 11/4/20 Jeff Shamus 11/4/20

How to Turn Leads into Customers - Part 1

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Do I Really Need a CRM?

Jeff Shamus 10/28/20 Jeff Shamus 10/28/20

Do I Really Need a CRM?

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All-in-One Software: Expectations vs Reality

Jeff Shamus 10/19/20 Jeff Shamus 10/19/20

All-in-One Software: Expectations vs Reality

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What Is a Client Referral Tree?

Jeff Shamus 10/2/20 Jeff Shamus 10/2/20

What Is a Client Referral Tree?

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Should you use text messages in your customer communications?

Jeff Shamus 9/22/20 Jeff Shamus 9/22/20

Should you use text messages in your customer communications?

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Things to Look for in a CRM

Jeff Shamus 9/16/20 Jeff Shamus 9/16/20

Things to Look for in a CRM

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Autoresponders: Yesterday’s Marketing Solution

Jeff Shamus 9/2/20 Jeff Shamus 9/2/20

Autoresponders: Yesterday’s Marketing Solution

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CRM Integrations Are a Bad Idea (Most of the Time)

Jeff Shamus 8/4/20 Jeff Shamus 8/4/20

CRM Integrations Are a Bad Idea (Most of the Time)

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Email Marketing Campaigns Are Not Good Enough Anymore

Jeff Shamus 7/24/20 Jeff Shamus 7/24/20

Email Marketing Campaigns Are Not Good Enough Anymore

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What is a CRM?

Jeff Shamus 7/13/20 Jeff Shamus 7/13/20

What is a CRM?

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Do I REALLY Have to Pay for Software Every Month?

Jeff Shamus 7/10/20 Jeff Shamus 7/10/20

Do I REALLY Have to Pay for Software Every Month?

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Loan Officer CRM

Jeff Shamus 5/28/20 Jeff Shamus 5/28/20

Loan Officer CRM

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AllClients vs Keap

Jeff Shamus 5/27/20 Jeff Shamus 5/27/20

AllClients vs Keap

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The Truth About CRM Customer Support

Jeff Shamus 5/4/20 Jeff Shamus 5/4/20

The Truth About CRM Customer Support

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What Should I Pay for a CRM?

Jeff Shamus 4/29/20 Jeff Shamus 4/29/20

What Should I Pay for a CRM?

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Leverage your CRM during COVID-19

Jeff Shamus 3/25/20 Jeff Shamus 3/25/20

Leverage your CRM during COVID-19

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AllClients Is Working Without Interruption

Jeff Shamus 3/17/20 Jeff Shamus 3/17/20

AllClients Is Working Without Interruption

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