Previously, in Episode 46, Peter Liston from “Trust The Process” explained how business owners can figure out “How To Work Smarter, Not Harder So Your Business Can Grow”
Today Peter joins us to talk about what CRMs you could use in the different stages in business and how to get the most of whatever platform you’re using.
When starting out in business, centralising or centring on a handful of key tools is important. Keeping things simple in the tools/software department is more cost effective, both from a money perspective and in terms of time savings. One of those key software tools would be a project management tool, such as Trello, Asana, Monday or Click Up. The second key tool you need is account software (Xero and MYOB both work well). And the third key tool is a customer relationship management (CRM) tool such as HubSpot or Active Campaign.
CRMs help you set up and automate processes to track your customers along their buying journey. Although it takes time to think about and set up your processes, using a CRM will save you time, effort and money in the long run.
The two main things you want a CRM to do for you is to remove bottlenecks (anything that slows your sales process down) and wasteful wait time. Because when you start getting unnecessary wait times in your processes it’s time for re-assessment.
Once your business grows then you can then move onto the larger platforms, but you’d be surprised how much growth Active Campaign or Hubspot can handle.
There are different stages in the customer journey and you want to be able to find a good balance between running marketing campaigns and being able to guide customers in the different stages of the customer journey.
Visit us here at https://onlinebusinessliftoff.com
If you'd like to reach out and say "hi" you can find Trudy on LinkedIn.

<div>Previously, in Episode 46, Peter Liston from “Trust The Process” explained how business owners can figure out “<a href="https://onlinebusinessliftoff.com/project/ep-46-how-to-work-smarter-not-harder-so-your-business-can-grow-with-peter-liston/" target="_blank">How To Work Smarter, Not Harder So Your Business Can Grow</a>”</div><div><br></div><div>Today Peter joins us to talk about what CRMs you could use in the different stages in business and how to get the most of whatever platform you’re using.</div><div><br></div><div>When starting out in business, centralising or centring on a handful of key tools is important. Keeping things simple in the tools/software department is more cost effective, both from a money perspective and in terms of time savings. One of those key software tools would be a project management tool, such as Trello, Asana, Monday or Click Up. The second key tool you need is account software (Xero and MYOB both work well). And the third key tool is a customer relationship management (CRM) tool such as HubSpot or Active Campaign.</div><div><br></div><div>CRMs help you set up and automate processes to track your customers along their buying journey. Although it takes time to think about and set up your processes, using a CRM will save you time, effort and money in the long run.</div><div><br></div><div>The two main things you want a CRM to do for you is to remove bottlenecks (anything that slows your sales process down) and wasteful wait time. Because when you start getting unnecessary wait times in your processes it’s time for re-assessment.</div><div><br></div><div>Once your business grows then you can then move onto the larger platforms, but you’d be surprised how much growth Active Campaign or Hubspot can handle.</div><div><br></div><div>There are different stages in the customer journey and you want to be able to find a good balance between running marketing campaigns and being able to guide customers in the different stages of the customer journey.</div><div><br></div><div>Visit us here at https://onlinebusinessliftoff.com</div><div><br></div><div>If you'd like to reach out and say "hi" you can find Trudy on <a href="https://www.linkedin.com/in/trudyrankin/" target="_blank">LinkedIn</a>.</div>

This podcast is for new and emerging online business owners who are determined to do what it takes to reach their financial goals, help people along the way and learn a bunch of useful new skills. Have a love/hate relationship with the tech? We talk about that. Not sure you have what it takes to achieve success? We talk about that, too, plus how to deal with mindset challenges. Trudy Rankin, Founder of the Online Business Program, shares actionable tips that will help you really get your business growing, as well as interviews with experts and inspiring stories so that you can grow your online business with confidence.

<p>This podcast is for new and emerging online business owners who are determined to do what it takes to reach their financial goals, help people along the way and learn a bunch of useful new skills. Have a love/hate relationship with the tech? We talk about that. Not sure you have what it takes to achieve success? We talk about that, too, plus how to deal with mindset challenges. Trudy Rankin, Founder of the Online Business Program, shares actionable tips that will help you really get your business growing, as well as interviews with experts and inspiring stories so that you can grow your online business with confidence.</p>

Online Business Launchpad | Start An Online Business | Online Business Growth

The Online Business Launchpad podcast shares tips, techniques and stories from small business owners who have solved problems and challenges like the ones you face.  This podcast is for you if you want to increase revenue and profits without burning out so that you can have more time for yourself and your family and more choices in how you live your life.

<p>The Online Business Launchpad podcast shares tips, techniques and stories from small business owners who have solved problems and challenges like the ones you face.  This podcast is for you if you want to increase revenue and profits without burning out so that you can have more time for yourself and your family and more choices in how you live your life.</p>

Previously, in Episode 46, Peter Liston from "Trust The Process" explained how business owners can figure out "<a...

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