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How to become a better blog writer?

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Read. If you want to become a better writer you need to read writers better than you, even if you never reach their heights you’ll absorb new words, new ways of phrasing ideas and how to pace and …

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How do I build a winning sales process?

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When you get into your car you have a destination you want to go to and an idea of the steps involved to get there. When you want to write a piece on a topic you usually outline it, the beats of the …

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We moved to an unlimited vacation policy and the surprising results

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So we moved to becoming a fully remote team, the why and the how of which you can read here. Around the same time we were thinking of moving to an unlimited vacation policy. The spark for this was …

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Collaborate in RealtimeCRM with Team Chat

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RealtimeCRM just got an awesome new feature, Team Chat. This means if you and your team are serious RealtimeCRM users you no longer need to leave your browser tab to talk to each other and get work …

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How to take sales notes and why it's important

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Taking notes on your sales calls and meetings is really important. Taking notes in general is really important. They allow you to crystallize your thoughts into the important points and help you and …

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10 things great salespeople do

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1. Have a sales process You should have a sales process in place so you can measure and repeat the steps that work, and weed out ones that don’t. If you’re going in without a plan you’ll never truly …

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A beginners guide to cold calling a prospect

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No one really likes getting cold calls but neither do most people enjoy making cold calls. It’s nerve wracking and awkward but it’s still one of the best and quickest ways of getting a qualified …

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Which CRM is best?

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The answer to this question is that there is no one answer to this question. That’s not a cop out but the truth, it depends on your needs and your budget. So in reality in order to answer this …

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Why we need blocks of quiet time to be creative, and why meetings get in the way

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Two of our guys were on their way to meet potential new clients at their offices, this has nothing to do with RealtimeCRM. This is the consulting side of the business which we use to fund the …

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How FOMO cost Walgreens $140 million

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What is FOMO? The Urban Dictionary describes it as a state of mental or emotional strain caused by the fear of missing out. It’s very powerful, it can cause otherwise rational actors to act in a way …

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How to write the perfect cold email that won't be deleted

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We get a ton of cold emails in our inbox, most of them we insta-delete because even the subject line is terrible and spammy. Often for the terrible ones we sometimes do open them just to see what the …

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How to prepare for a Sales job interview

sales tips

A job interview can be daunting but it’s really about selling yourself. In the case where you’re going for a job in sales it isn’t simply about selling yourself though it’s about how you …

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How to become a better Salesperson

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Part of being a great salesperson is not simply the product you’re selling, a large part of it is selling you. If you inspire confidence and a positive feeling in a prospect the probability of making …

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Save templates in RealtimeCRM for later use

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You’ve had the ability to download the information in your records into your own custom made templates for a long time in RealtimeCRM but we’ve decided to make it better. RealtimeCRM now …

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How we went from humans to machine learning to make the impossible into reality in RealtimeCRM

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A few years ago, when RealtimeCRM was getting off its feet we had a lot of big ideas and we experimented a lot. Today, we’re going to give you a behind the scenes look at one of those ideas and …

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How we deal with feedback to convert more customers

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Not all feedback is useful, that seems like a strange place to begin when discussing how to deal with feedback but the underlying purpose of it is to build a better product. Yes, but with the …

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Brand differentiation and how we got it wrong

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Hindsight is 20 / 20. When we first released RealtimeCRM into the world we knew we were entering into a crowded and competitive market, why would anyone want to sign up? From our point of view we …

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How to separate Contact's first and last name in Excel and Google Sheets

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Getting your data in the right format to be able to import into RealtimeCRM need not be a hassle, there are simple tips and tricks that can make the whole process simpler and faster. For example, …

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Does Linkedin Sponsored InMail work? Our experience

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Most of the growth in the user base of RealtimeCRM has come from word of mouth from our customers recommending us and organic traffic to our site. When it comes to converting prospects we do our best …

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How long does it really take to switch CRM systems?

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Often in the course of providing a prospect with details of RealtimeCRM we find that it’s a non-technical issue that gets in the way of fully adopting it. Non-technical issues might be hard to …

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How to get influencers to promote your product and how we guest posted on the Google Cloud Blog

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A lot of people create content and then throw it out onto the internet hoping it gains some traction. It’s not really a time effective way of promoting your content, maybe you get lucky and your …

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We're a bootstrapping SaaS startup - it's really hard

startup journey

We don’t have any institutional investors, no flood of VC money. We’ve got to where we are today by pulling ourselves up by our bootstraps, our wits and the support of our users. We’ve been growing …

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What is a CRM?

It’s Okay to ask … really. Let’s just assume for a moment that you keep coming across this term “CRM” and reading how wonderful they are and how your business must have one. Don’t worry, you don’t …

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Not losing focus and accepting projects will take longer than you'd like

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We all want to get things done as soon as possible, preferably yesterday so we don’t have to deal with them today or tomorrow but life rarely works out as we’d like it to. For example, we’ve been …

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We've revamped our importer to make importing easier for you

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We want you to work better, faster and easier. We don’t want you to spend time messing around with spreadsheets just to get the data you need into RealtimeCRM. That’s why we’ve …

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How we became a remote team

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When we first began we had a small office and as we grew and brought on more people we got a bigger office with a kitchen, meeting room and all the amenities you could want, even a balcony though the …

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How to boost traffic to your site using Long tail SEO

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If you do business online then you need a long tail SEO strategy in place otherwise you’re letting money slip through your fingers. The power of long tail SEO is two fold, it’s easier to rank well …

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The 5 biggest mistakes our startup has made

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If you go through life without having ever made a mistake then you’ve never taken a risk. If you’ve made mistakes but you’ve not learned from them then you’re a fool. At RealtimeCRM we’ve learned a …

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How we grew our conversion rate by redesigning our website

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We are at heart developers not marketers. Our focus has been unflinchingly on the development of RealtimeCRM and the marketing website has been largely on the back burner. When we first built the …

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Importing contacts from Xero made easy

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It isn’t fun having to mess around with spreadsheets, getting your data organised and labelled properly just so you can use it. It’s even worse when you have to do this over and over …

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How to build a sales pipeline for startups

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Being able to effectively manage your sales process is crucial to success. Fundamentally, this is the backbone of your business. If it’s weak then everything else collapses. What is a sales …

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How to be efficient at Chat Support

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Like many websites and apps, RealtimeCRM has its own chat support. It uses tawk.to and allows our users to easily get in touch if they have an issue or a question. But being able to find the right …

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How to do bookkeeping for a small business

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You’ve started a new business and you’re making sales, starting marketing campaigns and doing all sorts of awesome stuff that’ll hopefully see your business grow and prosper. But in order to keep …

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We can suggest time entries to your Timesheet

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What makes our Timesheet different from others is that we can suggest time entries from our Scheduler to you. So lets say you’ve scheduled an appointment with a client for a Project you’re …

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Rules for life & business - Be nice, you never know who you'll meet

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Long before I started RealtimeCRM I was about to step inside a huge corporate building to make a sales pitch. It was to a prospective client who was big, this account if I’d get it would change …

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Building an Email Marketing strategy, the Salesman that never sleeps

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We don’t have any sales people. We’re a SaaS company without a sales team - it’s not as crazy as it sounds. We’ve never felt the need to hire a full blown sales team because we have a great salesman …

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It's useful to know your customer's annual revenue

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Data is king! It can change the course of an election or the future of your business. If you don’t know anything about your customers you won’t know how to best target them. That’s …

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The free tools we use to get stuff done

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Thanks to open-source software and shareware you can get a ton of stuff done without burning a hole in your wallet. If it’s a great tool and it works for you and its free then you’re kind …

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Your business needs to be on the cloud!

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What is Cloud Computing? Traditionally, computing took place locally meaning that you either had a Desktop PC that ran your applications and saved your files and folders to a hard drive. That, or you …

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Why lack of sleep is making you miserable, losing you money & sending you to an early grave

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It’s true. It costs the British economy £40bn a year and individuals who sleep less than six hours a night are four times more likely fall ill, worse still an American study which followed 741 …

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RealtimeCRM can help you check if a company has a history of insolvency

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We know you’re in a rush and don’t have time to read 1,000 word articles. So lets cut to the chase, RealtimeCRM can look up any companies you add to it on Companies House. That’s a …

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The small business no-nonsense guide to GDPR Part I: An overview

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Why are we writing this? As the clock runs down to the point where GDPR is enforced more and more of our customers have been asking us what are we doing to prepare for GDPR. Invariably, these …

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The small business no-nonsense guide to GDPR Part II: The right to process

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The right to process We have now covered a basic overview of what the GDPR is. We have gone over the preliminary steps you should take before you actually change your current data processing system …

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The small business no-nonsense guide to GDPR Part III: The rights of the individual

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The rights of the data subject Articles 13 through to 22 of the GDPR describe certain rights that data subjects are entitled to. In this section we will be covering each one in turn and looking at …

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Save 50% of your time on data entry with RealtimeCRM

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Data entry is a lot like being stuck behind a red light, no one wants it and everyone wants to keep moving to get to where they want to be. One shocking statistic we recently read was that 1 out of 5 …

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How job scheduling engineers using RealtimeCRM boosts revenue

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So we recently introduced our new Scheduler feature into RealtimeCRM. It was something we thought would be a useful tool for our users to keep abreast of their appointments and to help manage their …

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So we took Groove's Content Marketing Mastery course, was it worth it?

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If you read our previous post you’d know that the best marketing strategy on a budget to grow your business and get your name out there is content marketing. We recognised this but we had a problem. …

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Marketing with no money? How to do it

how to start a business

This is really important. You can have the greatest product in the world but if no one has heard of it then it’s useless. When you think about marketing you think big marketing campaigns, giant …

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Learn the value of cash flow

how to start a business

“Never take your eyes off the cash flow because it’s the lifeblood of business”. -Richard Branson- Cash flow is like blood flow. In the same way your organs need a constant supply of blood to …

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Financing my idea: Must I lose control?

how to start a business

It’s not enough to have a great idea: you need resources to flesh that idea out. That means financing, a business plan and a bank loan, right? Well, maybe. Being in a position to raise a lot of money …

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Hiring someone for the first time, how hard can it be?

how to start a business

Well it depends. Do you know what you want and is it the right time? Being a one man band in a startup is in a way great because you have total control and you have full information, you know when …

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Do you really want to start a business?

how to start a business

It may seem like a strange place to begin in a series about how to start a business but this is the fundamental question to ask yourself before you begin. It’s unavoidable, you’ll be asked it again …

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Why RealtimeCRM?

With so many CRM systems out there, it can be difficult finding one to fit your business - especially when the vast majority are so similar. So what is it that makes RealtimeCRM different? Our founder …