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Retro is cool

Familiarity breeds contentment Why do some people like to write with a fountain pen?  For the same reason people like meatloaf and mashed potatoes on a cold night – comfort food. In today’s crowded world of computer software and web apps, new is good, but sometimes you just want what’s familiar. Too much new and different […]

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CRM Spring Cleaning

Ten steps to better focus on your customers and prospects: Make sure your master file of customer and prospect records is synced and current. Review your customer categories, status and priority settings; update to make more current and meaningful to the way you’re doing business today. Keep in mind, when organizing, less is more. Filter to show […]

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L-O-V-E

Today is Valentine’s Day! Typically it is used to show your love and appreciation for your significant other. But what if we were to flip that around a bit? Use today not only to show how much you care to your husband or wife, but to your clients! Shoot them a message saying, “hey, thinking […]

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Be the GOAT

This past weekend, whether we like it or not, the Patriots won their fifth Superbowl. Lucky for us yinzers, we still have the most rings to our name! That being said, there is no denying that this has made their quarterback, Tom Brady, one of the best in the league–if not the very best. The […]

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It really doesn’t have to be hard…

When it comes to life, you can do things the hard way or the easy way. You can…. hand write checks or you can do online banking hit the snooze button or wake up with your first alarm wait a month to do your laundry and have it take hours or do it once a […]

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Aiming to Please

Content borrowed from Microsoft Community Connections, with which we are affiliated. For more information on what this means, click here. Taking your business to the next level doesn’t mean doing the same thing you’ve been doing in greater quantity or at lower cost. It means finding out what your customers need most, then becoming the […]

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New Year Resolutions: Weight Loss and CRM

Top 10 Similarities It occurred to me yesterday, watching the endless TV ads for weight loss systems, the new year resolution for losing weight and implementing a customer relationship management (CRM) system have a lot in common. Consider the following: 1. The beginning of the new year is a great time to get started 2. Losing […]

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Excel Even More at Microsoft Excel

There are now more than one billion Microsoft Office users worldwide — pretty crazy, right? We’d be willing to bet that if you’re looking at this blog, you’re one of them. If that is indeed the case, you should know that there are more ways to make use of the program Microsoft Excel! One prime example […]

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Make Friendships More Golden than Tinsel

Content borrowed from Microsoft Community Connections, with which we are affiliated. For more information on what this means, click here. Make it a priority to meet, and take interest in other local small business owners, even if they are not in your industry or would never become a customer of yours. These friendships will be […]

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Happy New Year…or Chaotic New Year?

So it’s the end of 2016 and therefore, time for year-end organization and auditing. Are you ready? Typically, going through everything from the year and making decisions regarding what worked and what didn’t is a hassle….to say the least. But with our Excel-based system, keeping track of what you’ve looked at and what’s still on […]

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