Author Archives: swiftcrm

Small Business Software

Small business software should focus on offense, and earning you more money – as having plenty of business and plenty of cash makes a lot of other little problems easy to solve. That said, here are some tips and tricks to help your company grow. Continue reading

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Marketing Tips

I recently saw a great marketing tip that we’ve been using for years, but upon reading it, I realized it’s not obvious: Write the ad before you build or create the product. That might sound a little counter-intuitive, but if you’re selling products online, you need to have a “level of engagement funnel”. This refers to a way to get people into your “cult” (in a good way), into your systems, regardless of how hot or cold they are. This might look like: Free report / newsletter $9.97 a month subscription package of some type, or $39 kit, or $17 product $99 to $499 product $1997 2-day weekend seminar with you $10,000 personal coaching package Obviously that’s just an example, but each level feeds the next. Oh wait, this doesn’t apply to you, because you sell X, Y, or Z? Before you dismiss it, take the “spirit of it”, and ask yourself, how can you make it easy for interested but still casual consumers of your service or product to engage with you? I maintain that nearly every brand can benefit from this – and when you do, write the ad before you write the product. If you’re a plastic surgeon, this might be a free report on “5 Common Plastic Surgeon Mistakes – and How to Find an Expert” (that’s a bit of repulsion marketing there), or if you’re a financial planner, “7 Hidden Tax Strategies to Save You 17% Next Year” (attraction marketing). Write the ad, before you … Continue reading

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Loan Modification Net Branch

Loan Modification Net Branch is a perfect add-on to anyone seeking a debt settlement net branch, or for those in real estate. Continue reading

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Reset / Change Password of Employee

Reset / Change Password of Employee Continue reading

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Sales Movie Clips

Here’s some fun clips about sales perfect for a sales meeting or Friday afternoon. Any of this sound familiar? Here’s a classic: People want to be sold by a professional! Last, here are a few movies with great sales scenes to check out: wall street trading places the sting boiler room ocean’s eleven original it’s a mde mad mad world casino glengarry glen ross treasure of sierra madre american psycho great gatsby

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Free CRM: Why SwiftCRM “Essentials” is Now Free

As of July 2010, the base SwiftCRM package is now Free. We’ve recently changed the pricing based on client feedback to become a Free CRM, with premium “modules” you can enable or use the limited free versions, as you see fit. Why? Because the needs of members on the team vary. Before, with our static “set price” model, some entrepreneurs didn’t want to pay for a seat-license for the receptionist (for example). Be she (most often, could be he of course) needed to look up who the assigned rep was, or who made the call to that client – in short, the system works better, if every single employee within the company has their own SwiftCRM – now Free CRM. This enables business owners to better manage their team, to use the Free CRM as a company intranet, and to just pay for what they need, easily growing or even cutting back, as the business requires. One typical team might be a sales staff of 8, a business owner, someone who handles accounting and payroll, one other who handles all the marketing, and perhaps a receptionist. Now with SwiftCRM, you’ll have Free CRM for new employees or staff who might only need basic lookup functions, or casual part time “field agents” who might only refer an occasional deal. We value your feedback, and Free CRM is just one more way we’re responding to your needs. If you’re here, and are looking for a powerful software to grow your business, why … Continue reading

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Question: How to Retrieve Names We've Called

How to Retrieve Names We’ve Called – Help file – sort by call-attempt for leads management when working with dialer campaigns. Continue reading

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The Win Within the "No"

Sales Secrets Series: The Win Within the “No” – The importance of a “Happy Loser” culture and maximizing profits via getting to “no” on every single sale. Continue reading

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How to Create Forms & iSignature Docs & Doc-Templates

Overview of SwiftCRM’s document system, which includes iSignature electronic signature. This is often used for sales prosposals, invoices, intake forms, hiring procedures, etc. Continue reading

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Why Webmail is Better

Why Webmail is Better – Solve email sync issues, work smarter. Continue reading

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