Marketing Posts

Tracking Business Leads

Beyond keeping basic client records, it’s important to track and assess business leads. About a year ago, I researched several ways to accomplish this. I discovered the incredibly useful online app, Capsule.

Customer Relationship Management

Shortly after entering the business world, I learned the importance of detailed customer records. I worked at a financial advisory firm for about a year. Every day my co-workers and I depended on the CRM (Customer Relationship Management) software known as ACT. We recorded every single meeting, phone call, and email through this program. We Read more

The Wealthy Freelancer

Whether you call yourself a freelancer, contractor, or entrepreneur, you’ll likely find some useful information in the recent book, The Wealthy Freelancer. Authors Steve Slaunwhite, Ed Gandia, and Pete Savage detail abundant strategies for improving the profitability of a solo business. When embarking on the freelance career, many revel in the freedom and flexibility offered Read more