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Good business takes good ideas.

Social Media & Digital Marketing – Get on board!

Social media has revolutionized our personal and business relationships. Leaving messages on landlines, dialing through a list of business cards, and writing hand written letters are things of the past; tweeting, poking, emailing, and reminding ourselves to follow up (with alerts on our smartphones) are the present reality, and will continue to evolve. The biggest [...]

On Asking Bad Questions (Or, What Small Business CRM is Best?)

We hear it all the time. What CRM is the best? Google it and you’ll get a litany of responses, almost all in contradiction of one another. Some say Salesforce. Some say Zoho. Some say Capsule, some say Brightpearl. You get the idea. Thing is, they’re all wrong. See, there is no “best” CRM. It doesn’t exist. [...]

Software trends to expect in 2013

Software changes fast. So fast that sometimes it’s hard to see the trends and changes, the patterns that determine how tomorrow’s tools will work. Normally that’s no big deal – it’s exciting, right? – but in the world of business software, even subtle changes can carry implications. We test and implement new software systems all [...]

5 things to look for when you’re choosing a cloud based CRM

We review dozens of cloud-based CRMs every year. Some are great, some are… less great. Thing is, the great ones always seem familiar. They share common strengths. Based on our experience, here’s a list of 5 ways to tell great CRMs apart from the rest. 1. Intuitive navigation. Software is only as helpful as the [...]

Repost: Integration is a double edged sword

We don’t typically repost our own content, but the following is a gem from 2010 that still holds true. API integration is great but it has drawbacks too! Read on for our opinion, and leave yours in the comments below… ————————- Spend anytime among the cloud-computing crowd and you’ll soon find that API integration is [...]

Zendesk Office Hour: An Hour with the New Zendesk (in the heart of New York!)

So, you use and love Zendesk. We do too. But what’s this new Zendesk thing that launched this week? How does it work? Will it affect your customer support? What does it all mean? Live Zendesk support, NYC-style This September 26th, at 6-7 pm, we’ll be answering those questions and more at our first “Zendesk [...]

Top 5 Tips for Choosing a Small Business CRM

When small business owners think of software, they think of email, file management, and…. CRM. Shorthand for “Contact Relationship Management,” CRMs help businesses organize their customers, leads and sales. Important stuff. Unfortunately, choosing a CRM isn’t easy. The Google Apps marketplace lists 90 of ‘em: GetApp has over 280. There are thousands more (and they [...]

Weekly Capsule CRM training, coming right up!

We’ve helped clients use Capsule CRM for years. It’s a great product, perfect for sales teams needing simple sales and workflow management. That’s why we’re offering Capsule CRM training, once a week, every week. That’s right, you read correctly – we’re now offering a weekly “Capsule 101″ webinar, intended to help new users understand, use and [...]

Client Case Study: When business tools break

I got a call a few weeks ago from a NYC-based foreign language school that was looking for a software makeover. They were using Google Spreadsheets to manage their student, class, and payment information, and for the previous year were happy as can be. After all, Google Spreadsheets offers some awesome collaborative capabilities: simultaneous spreadsheet [...]