December 8, 2016

CRM Predictions for 2017

BY Caitlin Delohery IN CRM Software

Wizard and his Crystal Ball - Waiting for your Future .

It’s prediction season! It’s that time of year when we all get together and think about what the future holds for our industries, our tools, and our lives. Aren’t you psyched? Let’s take a look at where CRMs are headed. Well, isn’t that special? CRMs go niche The one-size fits all approach to CRM is falling by the wayside. And it makes sense, right? Think about how many athletic shoes there are out there. Runners can get running shoes, hikers opt for hiking boots, soccer players go with cleats. And we love our shoes. We love them, in large part, … Continue reading CRM Predictions for 2017

November 28, 2016

Track, Filter, Save – The Latest karmaCRM Features and Updates

BY Krista Garver IN karmaCRM News and Updates

Email reply tracking feature

The end of the year is upon us! Here are the updated features that will help you meet your quotas for 2016 and plan for 2017. Email reply tracking Your #1 requested feature has been implemented! You can now track all of your emails and send automatic reply reminders if you don’t hear back within your specified time range. To learn more about this powerful feature, read the full blog post.    Engagement tracking November marks a major milestone in our history. As you know, our primary goal here at karmaCRM is to help you nurture personal relationships at scale. … Continue reading Track, Filter, Save – The Latest karmaCRM Features and Updates

November 22, 2016

How to Get Started with Mindfulness in Your Business

BY Caitlin Delohery IN Mindfulness

blue sky with clouds

We live in a world that is more and more distracted. The alarms on our phones wake us up first thing in the morning, and we’re checking our email and messages before we clear the sleep out of our eyes. We switch from smartphone screen to laptop screen to tablet screen. We scan our phones while talking or watching tv or eating a meal. This constant information stream and entertainment consumption has shortened our attention spans, impacted our critical thinking skills, and made distraction and multitasking the norm. More and more, we live online. Let’s put it in numbers: The … Continue reading How to Get Started with Mindfulness in Your Business

November 18, 2016

Announcing Engagement Tracking

BY John Paul Narowski IN CRM Software, Karma, karmaCRM News and Updates

Today marks a major milestone in our history. Our primary goal here at karmaCRM is to help you nurture personal relationships at scale, and we’ve just released a big step in that direction – engagement tracking! This was the #2 requested feature in our most recent relationship survey. Thank you for helping us define what this feature should look like! If you’re on the per user plan, this feature is available to you now. What is engagement tracking? Engagement tracking will help you answer questions like: “When did I last talk to them,” “Who haven’t I talked with at all,” … Continue reading Announcing Engagement Tracking

November 11, 2016

7 Sales Tracking Tools for Small Businesses

BY Caitlin Delohery IN Sales, Small Business

heart

No matter your niche, sales is your lifeblood. How your team spends their time, how you communicate with your prospects, and how you spend your money all drive your sales success⭐ (or failure 👎). Here are some tools to help you make sure that blood is pumping. Track your sales time If sales are your lifeblood, time is the pulse it beats to. And, no matter your industry, chances are, you’re moving really quickly. That pulse is a fast one. And when you’re moving quickly, it’s easy to come to the end of the day and have no idea exactly … Continue reading 7 Sales Tracking Tools for Small Businesses

November 4, 2016

Announcing Email Reply Tracking

BY John Paul Narowski IN Company, Karma

Email Reply Tracking

Hello folks! Today, we’re proud to announce another exciting feature, driven by your survey feedback. Tonight we’ll be releasing email reply tracking for all per user pro plans. This was the #1 requested feature from our most recent email automation survey. So what does this feature do? Reply tracking Now every email you send comes with reply tracking. If your contact replies to an email, you’ll see in history the date they replied. Soon, this will be factored into our reporting, so you can see how effective you are at getting replies and who your most engaged contacts are. Reply … Continue reading Announcing Email Reply Tracking

November 2, 2016

15 Tools to Help You Meet Your Customers Where They Are

BY Caitlin Delohery IN Prospecting, Relationships

Tools to Meet Your Customers Where They Are

You know when you’re at a party and your friend Bill stands in the coat closet because he’s so eager to make connections with everyone there? No? If you are sending tons of messages out to your customers and you aren’t getting any responses, chances are you may be talking to yourself in the coat closet. Don’t be like Bill. Come out into the living room, where the party is raging, and start making some strong connections. Here are 15 tools to help you make sure you’re meeting your customers right where they are. Mobile-ize your website So, where is … Continue reading 15 Tools to Help You Meet Your Customers Where They Are

October 28, 2016

Work Softer, Not Harder

BY John Paul Narowski IN Company

Campfire

I’ve always had a problem with the phrase “work smarter, not harder” and I didn’t know why. Sure, I agree with the premise – who doesn’t want to work smarter? I’ve done my best to work smarter and to encourage the idea within my companies. The problem is, I never fully connected with this concept. It’s possible that I resisted it because it’s a cliche, but I think it’s much deeper than that. The phrase “work smarter” doesn’t provide enough clarity on the underlying philosophy. It seems a bit empty. It needs a little more intuition, more voice, more gut. … Continue reading Work Softer, Not Harder

October 28, 2016

Featured Customer: HSI Trust

BY Krista Garver IN Featured Customers

HSI Trust Logo

Bruce Boguslav knows that unexpected financial disasters can upend a life. Though he was a successful businessman, Boguslav almost lost his home during the mortgage crisis. Believing no one should have to endure what he and his family did during that time, Boguslav started HSI Trust, a consumer advocacy nonprofit dedicated to helping people save their homes and recover from debt. Boguslav needed a reliable, flexible tool to manage his clients. HSI Trust went through a strenuous, detailed vetting process, trying out more than 20 different systems before settling on karmaCRM. “We were impressed with karmaCRM immediately,” said Boguslav. “It … Continue reading Featured Customer: HSI Trust

October 26, 2016

New Features and Updates: Site-Wide Search, Phone Number Formatting, Custom Labels, and More

BY Krista Garver IN karmaCRM News and Updates

karmaCRM new search function

Once again, we’ve been hard at work making improvements to karmaCRM, largely based on customer feedback. Here’s what you can now do with karmaCRM. Search everything Improving the site-wide search function was the #1 most requested item on our recent customer survey. This one’s so big that we wrote a whole blog post about it. But if all you want are the CliffsNotes, here you go: the search function now works exactly like you need it to. Save typing time with address autocomplete Tired of typing in addresses? Now you don’t have to. For users on the per-user plan, autocomplete … Continue reading New Features and Updates: Site-Wide Search, Phone Number Formatting, Custom Labels, and More

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