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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

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

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

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

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

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

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

xero integrations

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

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

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

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

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

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

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!

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

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

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

gdpr

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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RealtimeCRM vs a spreadsheet - A speed test

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?

how to start a business

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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Users from all over the world

We are pleased that RealtimeCRM is taking root in many countries around the world, reflecting the ease, simplicity and benefits that it can bring to businesses, no matter where they are. To help …

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Regain Control of Your Customer Relationships With RealTime CRM

Get the Most Out of Client Relationships You have customers and you want to optimise your relationship with them, and do this in an effective way. Spreadsheets are clunky. Things get missed. You …

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Top 3 Workplace Trends for 2017

At RealTimeCRM CRM we spend all day, every day, focussing on you, our customers – small to medium sized enterprises (SMES). Based on your feedback we have put together a top three of predicted trends …

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Real-time systems - why are some employers afraid?

When real-time systems help us so much in our day to day lives, why are some employers still behind the times in using real-time systems for the work place? According to techterms.com, when an event …

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Replace Your Spreadsheets with RealTime Information

Still running your business with spreadsheets? Learn how your business could benefit from a CRM system. Customer Relationship Management (CRM) simply refers to technological systems and strategies …

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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? MD Philip …