All posts by Caitlin Delohery

Caitlin got her roots in inbound marketing before it got its name. As a teenager in the 90s, she promoted her independently published magazines by writing about the importance of indie publishing all over AOL. Now, Caitlin is passionate about moving people and society forward. She follows thought leaders in the National Speakers Association, the staffing industry, and all human rights movements. She loves learning and helping people learn.

What Does Mindfulness Really Mean?

As we continue our series on mindfulness, let’s discuss what we really mean. Mindfulness is a buzzword that’s tossed around a lot. It’s becoming one of those trendy words that can get overused to point of confusion (e.g., “literally”).

Simply put, mindfulness is the awareness of the present moment without any judgement of it.

Mindfulness means to sloooooow down and get present with the here and now. Wherever you are, that is. It could be at work, at home, in a meeting, at the gym, in traffic, at the airport. Being there without distracted thoughts, worries, or narratives. Or, if you have those thoughts, to recognize you are having them and to be ok with it.   

Dr. Jon Kabat-Zinn is basically the Bill Gates of mindfulness. Since 1979, he has been treating patients with his multi-week mindfulness program, Mindfulness-Based Stress Reduction (MBSR). Listen to him explain mindfulness or read one of his many books for a great info on the topic.

You may also hear the words mindfulness and meditation used interchangeably. But, they’re not the same thing. Jason Marsh from the Greater Good Science Center explains, “Mindfulness meditation is one form of meditation, but it’s not the only form. And formal meditation is one way to practice mindfulness, but it’s not the only way. Once you learn mindfulness skills, you can practice them at almost any moment of the day—sitting at your computer, stuck in traffic, even eating.”

True, many mindfulness practices are about sitting quietly and breathing, or doing exercises like yoga, tai chi, and qigong. However, you can practice while driving, walking, or standing in line.

And anyone can do it! No prerequisites required. Of course there are some tips and Dos & Don’ts. But basically, you sit there and just be with your thoughts without judging or trying so hard to be perfect. Start exactly where you are.

Looking for more to inspire your new mindfulness practice? Check out our case for starting a mindfulness practice for your business.

Caitlin got her roots in inbound marketing before it got its name. As a teenager in the 90s, she promoted her independently published magazines by writing about the importance of indie publishing all over AOL. Now, Caitlin is passionate about moving people and society forward. She follows thought leaders in the National Speakers Association, the staffing industry, and all human rights movements. She loves learning and helping people learn.

Mindfulness and Simplicity: Using Less to Do More

So much in this world is about more more more — more products, more features, more communication, more meetings, more sales, more! It’s so easy to get distracted by MORE. I’m here to remind you about the power of less.

Mindfulness is such a buzzword in business these days because our philosophy of more is getting in the way of productivity, success, and happiness. Our push for more has gotten us too much.  

We think we need all the bells and whistles, until we find ourselves with so many bells and whistles constantly ringing and whistling that we can’t hear ourselves think. We find that the tools that are supposed to make our lives easier sometimes bloat our to-do list even more.

In the din of this digital world, we sometimes forget about the most basic strategies and tools.

We all forget that a five-minute walk looking at the snow on the trees can reset us a lot faster than continuing to push on a task when we’re stuck. We forget that a straightforward brainstorming session might be able to unblock us more quickly than seven new productivity apps.

Mindfulness cures us of distraction. It helps us remember that the simplest pleasures and strategies are often the best. Mindfulness reminds us to take a look at the world around us. It reminds us that everything we need is right here, in this moment.

Like mindfulness, simplicity focuses on what’s most important, on shedding the excess that’s weighing you down. There are many ways to apply this philosophy in life and work. At karmaCRM, our goal is to provide simple sales tools so that you can focus on what’s most important — developing meaningful relationships with your customers.

Learn more about how simple tools help you get more out of less.

Caitlin got her roots in inbound marketing before it got its name. As a teenager in the 90s, she promoted her independently published magazines by writing about the importance of indie publishing all over AOL. Now, Caitlin is passionate about moving people and society forward. She follows thought leaders in the National Speakers Association, the staffing industry, and all human rights movements. She loves learning and helping people learn.

Making the Case for Mindfulness in Business

We live more and more of our work lives and our life lives online. The world as we know it can no longer function without the internet. We can no longer function without it.

On average, we spend more time consuming media than sleeping. But has it become too much?

Here’s why you need a workplace mindfulness practice – stat.

You’re not multi-tasking, you’re distracted

Ironically, the tools we use to make our lives easier and get more work done actually hurt our productivity. Studies show that we are more distracted than ever. Average human attention spans have crumbled to a measly eight seconds. Goldfish can now pay attention longer than we can.

The average person checks their phone 46 times a day. In America, that means collectively, we check our phones 8 billion times a day. Interruptions pop up every three minutes. And while that 30-second text check might seem harmless, it takes more than 20 minutes to recover from a distraction. No wonder it’s hard to get things done!

Being distracted is bad for your team and bad for business

A barrage of constant distractions is more than just overwhelming and counterproductive — it can lead to anxiety at work.

Have you ever tried to do a complex task when you’re preoccupied with something else? It probably didn’t go very well. Maybe it took longer than expected or the quality was abysmal. Wait, aren’t all these devices and apps supposed to make us more efficient?

Also, creativity doesn’t manifest under pressure. New ideas won’t pop up when you’re chasing Slack notifications or falling down email rabbit holes. Having a relaxed, clear mind is the golden state for better brainstorming and problem-solving. That’s why great ideas happen in the shower.

All this stress takes a toll on your team and can lead to burnout. If you’re looking to grow your business and provide the good life for your team, burnout is pretty much the opposite of all that.

Mindfulness is a distraction anecdote

So, you see the problem now. Many other leaders do, too. And in response, they’re turning to company-wide mindfulness initiatives.

Mindfulness, an objective awareness of the here and now, is a known practice for staying focused, calm, and productive. It helps improve memory and attention span. It reduces depression, anxiety, and stress.

Google and the U.S Marines have implemented mindfulness to improve their work. They’re combatting this epidemic of distraction through present-moment attention, everyday zen breaks from the grind, and communal meditation sessions. Will you be the next company on this list?

Looking for more on mindfulness? Check out our blog on how to get started with mindfulness in business.

Caitlin got her roots in inbound marketing before it got its name. As a teenager in the 90s, she promoted her independently published magazines by writing about the importance of indie publishing all over AOL. Now, Caitlin is passionate about moving people and society forward. She follows thought leaders in the National Speakers Association, the staffing industry, and all human rights movements. She loves learning and helping people learn.

Selecting New Office Technology? 5 Reasons Simple is Better

The world is a complex place. Think about just one aspect. Like how many steps it takes to make a really good BLT, from farm to table. Or the innovation and evolution required to make the driverless car a thing.

In the face of all this complexity, we’re here to talk about the things you can make a little simpler. And how the beauty and ease of that simplicity is a game-changer for your small business.

Here are 5 reasons simple office tech is better, with some recommendations for some great simple tools.

1. It’s easier to learn

Think of all your kitchen gadgets. Your blender, your crockpot, your toaster. Which ones are in regular rotation and which ones sit in the back of that hard-to-reach cupboard, collecting dust?

Chances are, the ones that are taking up coveted counter real estate are the ones that were a piece of cake to learn to use. The tools that you didn’t even need to glance at the manual to get up and running.

And, of those necessary evils that don’t pass this simplicity test — like the built-in microwave that seems to have PhD-level settings — even if you’re using them, I bet you aren’t using all of their functions.

Onboarding a new piece of software isn’t usually on anyone’s top ten list of favorite things to do in the office. But how well your team learns a new tool impacts how likely they are to use it.

The simpler a tool is, the easier it is to learn. Not only will it get you up and running more quickly, easy learning encourages use and helps you really take advantage of all the kickass features.

karmaCRM is pretty freaking easy to learn to use. “Unlike other solutions I tried, karmaCRM was extremely easy to use,” said karmaCRM customer Jess Todtfeld, Founder & President of Success in Media. “I figured it out in an hour and had the whole system set up on the first day.”

2. It’s easier to use

Think of the tools you reach for the most during any DIY project or quick fix at home. The most common tools also happen to be the simplest. In fact, many — like hammers, screwdrivers, scissors — are all literally simple machines.

After learning a tool, your team should be amped to use it.

You want to find the hammer and scissors of office tech — the tools your team can use for a wide variety of jobs, the tools that will fit seamlessly into their workflow and enhance it.

And you want to know the single biggest factor contributing to whether or not users end up actually adopting a piece of software?

Were you guessing: how pretty the interface is?

Or: how much management requires they use it?

Or maybe: how many bells and whistles it has?

Naw, the single, biggest factor in determining whether or not folks use a piece of software is how easy it is to use.

And simplicity is a hallmark of usability.

Wunderlist is a super popular to-do list tool that’s simple and easy (and fun!) to use. The streamlined, good-looking interface makes task management very straightforward. And the new enterprise-level features allow you to use the app as a team for more large-scale project management. It’s a breeze to use but it can go far in helping you make sure everything gets done.

3. It protects productivity

It’s tempting to think that a feature-jammed new toy will revolutionize your business and make you off-the-charts productive. But, so often, a product with too many features gets in the way of your work. Worse, these complex tools can make you feel extremely busy even when you aren’t moving the ball forward. They can create the illusion of productivity while having very little yield.

Part of the advantage of simple tools is that they help you do something better while staying out of your way.

RescueTime literally saves you time. It keeps track of everything you do on your computer or phone so that you can always know where your time is spent. It helps you suss out areas where you may be inefficient (how much time do you actually spend on Pinterest?) in the most straightforward, unobtrusive way imaginable. It never asks for prompts and doesn’t require much input from you. It just sits in the background, giving you insights into your workflow.

4. It’s satisfying

Have you heard of the KonMari method? It’s a decluttering and simplifying philosophy invented by Marie Kondo, author of the Life-Changing Magic of Tidying Up. This book that has exploded in popularity in the past couple of years, selling over 5 million copies worldwide.

The KonMari method asks you to look at every object in your home and ask yourself: does this bring me joy? And if it doesn’t, out it goes.

There are two things we can learn from Kondo and her method. One, people are thirsty for simplicity. And two, simplicity is found by stripping away what’s unessential. And what remains is that which has the potential to bring us satisfaction.

Picking the most simple tools won’t just boost user adoption and productivity. These tools are also much more likely to be satisfying or pleasurable to use.

There’s satisfaction in the simple, well-made thing doing a task perfectly.

Apple is built on making simple tools. Part of why the iPhone is so popular is that it’s pleasurable to use. It’s a satisfying tool because it is simple. “[Apple’s] guiding tenet was simplicity,” says Walter Isaacson, Steve Jobs’ biographer. “Not merely the shallow simplicity that comes from an uncluttered look and feel and surface of a product, but the deep simplicity that comes from knowing the essence of every product, the complexities of its engineering and the function of every component.”

5. It’s mad Zen

There’s a big push for more mindfulness in business. In Tools of Titans, Tim Ferriss culled wisdom from hundreds of interviews with powerful leaders, athletes, and artists and found that the #1 habit, recommended by over 80% of these titans, was a mindfulness practice.

This is a reaction, in part, to the complexity of our world in this Age of Distraction. In the face of constant pings and rings, messages and requests, visual and mental stimulation, we are reaching for mindfulness to help us think again.


Mindfulness is a simple practice that’s encouraged by simplicity. In fact, Apple’s devotion to simplicity was born out of Steve Job’s practice of Buddhism.

The more mental and procedural clutter you can clear away, the more space you have to be present, to be innovative, and to focus on what’s important.

In the same way, simple tools leave space for what matters.

Evernote is a simple but powerful solution to workflow management that will help you remain focused on what’s important. Its tagline is “Capture what’s on your mind” and it does just that — it’s a catch-all repository for notes, websites, clips, reports, images, and more. It’s great for creating a personal internet of sorts — a collection of all the information you need. It does this without interrupting your workflow, allowing you to clear your mental clutter by saving nearly anything for later.

Looking for other ways to improve your workflow? Check out our blog on working softer, not harder.

Caitlin got her roots in inbound marketing before it got its name. As a teenager in the 90s, she promoted her independently published magazines by writing about the importance of indie publishing all over AOL. Now, Caitlin is passionate about moving people and society forward. She follows thought leaders in the National Speakers Association, the staffing industry, and all human rights movements. She loves learning and helping people learn.

CRM Predictions for 2017

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, because they help us do exactly what we most want to be doing.

The same is true of niche CRMs, those built with a specific industry in mind. These systems cater to the precise needs of your customer, the patterns of your unique sales funnel, and the challenges of your vertical.

Yes, that is totally special! Like the right shoe, the niche CRMs of the future will help you perfect your game and get where you want to go, faster.

Automate this – CRMs go the way of the robots

OK, so your CRM probably won’t start making you coffee five minutes before your final sleep cycle ends or drive your car for you (good thing driverless cars are on their way!).

But, as we strive for more efficient workflows and speedier connections, automation becomes more valuable.

Look for CRMs to automate the most time-consuming and repetitive parts of your customer interactions, such as lead nurturing, survey touches, and product or service follow-up.

Soon, CRMs may even be able to help find customers for you. (Crazy, right!?)

Come 2017, you may have more business than you can keep up with.

CRMs like big data and they cannot lie

Pop quiz!

Big data is:

  1. The nefarious conglomerate of big wig data collectors who secretly control our perception of reality
  2. Statistics and demographics kept about large objects, such as refrigerators, windmills, and horse trailers
  3. A catchall term referencing the ever-increasing amount of data that we as a society produce
  4. Like the Star Trek character, but supersized

If you chose A, B, or D, I like the fun, weird world you live in! But these are not right, at least not in the conventional sense.

(Let’s pause for a moment of silence that this is not about a Giant Data.)

You may be used to mining your company’s own data to get insight into what’s best for strategy or for customer happiness.

But more and more, business and their CRMs are turning to the society-wide insights that big data can yield. Look for tomorrow’s CRMs to be more and more fueled by the constant, quick stream of big data customers create.

Using a CRM powered by big data helps in tons of pretty neat ways.

  • Amps up customer analysis
  • Curates info about customer-facing operations
  • Drives your decision-making
  • Boosts benchmarking
  • Powers predictive modeling

Future’s so bright – CRMs look into their crystal balls

And speaking of predictive modeling, big data does more than give you granular insight into the now. It helps you do the impossible: gaze into your own future.

And into the future of your customers. Experts predict that CRMs will help you make “real-time offers to customers based on predicting what they will want next or what kind of product or service they might buy next.”

That’s right, with future-powered CRMs, big data will help you figure out what your customers want before they even realize they want it.

So, there you have it — our CRM predictions for 2017! We’re looking forward to 2017 blowing 2016 out of the water.

Want tips to amp up your game right this minute? Check out these 15 tools to help you meet your customers where they are.

Caitlin got her roots in inbound marketing before it got its name. As a teenager in the 90s, she promoted her independently published magazines by writing about the importance of indie publishing all over AOL. Now, Caitlin is passionate about moving people and society forward. She follows thought leaders in the National Speakers Association, the staffing industry, and all human rights movements. She loves learning and helping people learn.

How to Get Started with Mindfulness in Your Business

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:

We’re losing focus, losing time, and losing productivity by being ever-engaged with the very tools that were supposed to help us be more efficient and effective.

There’s a reason why companies like Google, General Mills, and Aetna have turned to mindfulness trainings to keep their employees engaged.

Here’s how mindfulness can balance out the constant distraction and help you and your team be not just more productive, but calmer, happier, and smarter.

Wait. So. What is mindfulness?

Mindfulness

What the heck is mindfulness anyway? The term is bandied around a lot, but what exactly *is* it?

Put simply, mindfulness means paying close attention to the present moment. It’s not just any kind of attention, though. It’s gentle, nonjudgmental attention to what’s right in front of you.

Jon Kabat-Zinn, a Professor of Medicine who’s kinda a big deal when it comes to mindfulness in America, developed a mindfulness practice to help his clients deal with chronic pain. He puts it this way: “Mindfulness is awareness that arises through paying attention, on purpose, in the present moment, non-judgmentally. It’s about knowing what is on your mind.”

I think a lot of people imagine that mindfulness at work means stopping in the middle of the day to sit on a meditation cushion, light some candles, and maybe go into a trance.

But mindfulness is much simpler and can be cultivated in everyday practices by training your brain to pay this special kind of attention, no matter what you’re doing. You can practice mindfulness while waiting in line for your coffee, driving to your daughter’s football game, or working on your latest blog post.

Think of mindfulness as strength training for your brain.

In January, when you first make it to the gym after two months of holiday carb splurges, of hit movies instead of HIIT workouts, it’s pretty tough.

You may feel discouraged by how hard it is. But, you hold in your mind how awesome you always feel when you get your regular workout on. You focus on how you want to wear those jeans you love or how much you want to be able to beat your brother at touch football next year.

In the same vein, training your brain with mindfulness techniques can be hard at first. What makes it even harder is that it may be difficult imagine the benefits — they may seem a lot more subtle than tighter abs and more energy. Let’s take a closer look at what science says are the kickbacks of mindfulness.

What are the benefits of mindfulness?

Mindfulness

Mindfulness is out-of-control good for you. It comes with so many bonuses, and many of them will superpower your workday.

Think better.

To be great at your job, any job, you need your head in the game. Training your brain makes you think better. These two pretty rad studies have shown that meditation training and mindfulness techniques boost:

  • Working memory
  • Attention span
  • Ability to screen out distraction
  • Skill at incorporating new facts
  • Visuospatial processing (i.e., processing information about where objects are in space)

Do you need any of those powers on your team?

Master your emotions.

“Between stimulus and response, there is a space,” wrote Victor Frankl. “In that space is our power to choose our response. In our response lies our growth and our freedom.”

Mindfulness helps you make that space a little longer. It doesn’t make negative or strong emotions go away. But it does help you work through them. The U.S. Marines implemented a mindfulness program and found that it reduced:

  • Anxiety
  • Stress
  • Depression
  • Insomnia

One Marine reflected, “After the course, I wasn’t scatterbrained anymore. I had no problem concentrating when I was upset. I can’t think of any aspect of my life that it hasn’t helped me with.”

Practicing mindfulness can help you keep your cool when things don’t go your way at work, perform through anxious or stressful moments, and focus through your emotions.

Be a better person.

It may seem hard to believe that such a simple action — paying better attention — can make you a better person, but it can.

A recent study suggests that participating in regular mindfulness techniques may make you more compassionate. When witnessing someone in need, regular meditators were more than three times more likely to help than non-meditators.

And we already know that giving more is good for your business. You won’t just be a better person, you’ll be better at your job, too.

How do I get going?

Mindfulness

Oh, great! You’re ready to try it out. There are tons of ways to go about getting started with developing a mindfulness practice at work. Here are a few.

Start where you are.

Mindfulness is all about being present in the moment at hand. You already know how to do that. We all do. When we step away from our computers and smartphones, pause, and take a deep breath, we begin to tune into the present in a more mindful way.

Here are some things you can do right now:

  • Set an intention at the start of each day to be more mindful. Before you open your email, check Facebook, or brush your teeth, commit to paying more attention to the present moment.
  • Pay attention using your senses. Mindfulness is not all about the mind. Dropping into your body and paying attention to what you see, hear, and feel is often a shortcut to present attention.
  • Observe your thoughts rather than engaging in them. This is a good way to create space around your thoughts so you aren’t so deeply engaged in them that you forget to pay attention to them. Here are some visualizations that may help you detach from your thoughts.
    • Your thoughts are trains passing through the station. You don’t need to catch any train, you can just stand on the station and watch them pass by.
    • You are a blue sky. Your thoughts are just clouds passing by. Let them just drift on past without holding on to them. No matter how stormy it gets, underneath those clouds is the constant of calm blue sky.  
  • Be a single-tasker. Multitasking is a real killer. It can ruin your focus, fritter away your energy, and impede productivity. It also makes it really hard to pay attention to the present moment. It’s hard enough to step back from one task, but when you have seven browser tabs, five Slack channels, and a text message calling your name, it’s next to impossible.
    • Focus just on the single important thing in front of you.
    • Use an app like One Tab to streamline your browsing workflow and spotlight just the one item you’re looking at.
    • Use your Do Not Disturb modes to quiet chat channels, desktop notifications, and smartphone buzzes. We promise the world won’t end because you stepped back to focus for 45 minutes (even though it may feel like it).
  • Pick an anchor. Choose an action that will serve as a reminder throughout your day to be more mindful. For example, you may set out to be more present whenever you switch tasks, before you make a conference call, or whenever you get up from your desk.

Start with apps.

Take a real break. Put your phone on Do Not Disturb, plug in your headphones, and start your mind workout at work.

  • Headspace focuses on 10-minute meditations. They are heavily guided and move you slowly through more and more advanced mindfulness techniques. After you get the fundamentals down, you can focus on tracks, such as Performance, Creativity, and Balance. (Subscription required after 10 free meditations.)
  • Calm’s pretty interface will immediately put you at ease. The setup is pretty similar to Headspace but has the added bonus of calming nature sounds and beautiful images that might help transport you out of the office. (Subscription required after free meditations).
  • Buddhify is nice because you get all the mindfulness goods without the subscription cost of apps like Headspace and Calm. It comes with over 80 meditations, organized in a pleasant rainbow wheel by need or location. They range from “Can’t Sleep” to “Work Break.”

Start with a book.

If a book is more your speed, curl up with one of these. Or plug into the audiobook version.

  • Mindful Work by David Gelles breaks down why mindfulness is so important in business. He provides real-world examples of how to incorporate it into your daily routine. This book gives you both the info you need to start your own practice and the data that will help you convince your team that mindfulness is worth their time.
  • Joy on Demand by Chede-Meng Tan is a (not surprisingly) very uplifting book written by the engineer who pioneered mindfulness practices at Google. Meng mixes funny observations about himself and life with a clear, easy, practical guide to incorporating more mindfulness into your everyday life.
  • Awakened Company by Catherine Bell helps you move, as an organization, from reactive to proactive. By prioritizing mindfulness techniques, not just in each individual employee but in the company’s general culture and ethos and by developing a mindfulness-based strategy, your organization can evolve.

Start with a class.

Oh, so you’re ready to double down? Way to go! A course is a great way to really jumpstart a daily mindfulness practice.

  • Coursera offers a nice introduction to mindfulness. It gives you both foundational info — from the philosophical beginnings of mindfulness to the psychology of it — and Meditation Labs where you can practice what your profs are preaching.
  • Palouse Mindfulness introduces the basics of Mindfulness-Based Stress Reduction (MBSR), modeled after the Jon Kabat-Zinn’s successful 8-week course.
  • Your local yoga studio or meditation center may also have courses and can likely help you find resources to bring mindfulness education into your organization.

So there you have it, our guide to getting started with mindfulness in your business. Are you looking for more ways to make your organization more holistic? Check out our 5 things you can give in sales.  

Caitlin got her roots in inbound marketing before it got its name. As a teenager in the 90s, she promoted her independently published magazines by writing about the importance of indie publishing all over AOL. Now, Caitlin is passionate about moving people and society forward. She follows thought leaders in the National Speakers Association, the staffing industry, and all human rights movements. She loves learning and helping people learn.

7 Sales Tracking Tools for Small Businesses

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 what you did.

These handy tools will literally help you travel back in time. By getting a picture of where exactly your time goes, you get a glimpse into what you’re really efficient at and where you’re wasting your time.

RescueTime: What’s awesome about RescueTime is that you can just install it and it will record everything you do on your computer automatically. No more keeping spreadsheets or trying to estimate how many minutes you spent emailing a particular prospect. RescueTime sits in the background with a little stopwatch, timing how long you spend reading a webpage, looking at a certain document, or crafting that perfect deal-closing message.

Harvest: Harvest is cool because it lets you track projects by individuals or teams. So you can keep data on how much time your entire company spends on different sales activities for different clients or projects. Does more time lead to more success? Harvest reaps that chronological data so you know for sure.

Track your sales communication

Communication is all the tiny blood cells rushing around to make connections. If your communication strategy is healthy, so are your sales.

One sign of good communication health is flow:

Are you talking at your contacts…

… or to them?

Here are some tools to help you keep the connections flowing, whether they’re between members of your team or with leads and customers.

Slack: Wait – you haven’t heard of Slack? For serious? Do you mean you’re still emailing with your team? Why don’t you just fax them?

(JK.)

Slack is a chat app, and it isn’t just fantastic for in-house messaging, file sharing, and meeting scheduling, tho it is phenomenal for that (can you tell we’re converts?). It’s also a sweet tool to keep in touch with your clients, too. Create information-sharing channels and invite your clients and customers to join you.

HipChat is also a pretty rad team-linking tool. It combines chat with screen sharing and video conferencing that actually works. You can create video conferencing rooms on the fly, bringing together people from all over the globe.  

Track your money

It’s all about the Benjamins (or preferably the Grover Clevelands, baby).

In our sales circulatory system, money is the air you breathe. And nothing’s doing without a firm understanding of money in and money out.

You want to know what efforts drive not just engagement and interaction but revenue as well. Here are some tips to make sure you and your team are making it rain.

Quickbooks is your accounting software on steroids. It keeps track of money in and out, syncs up with your favorite vendors to get them paid, and gives you a firm idea of your overall financial health. There’s a reason it’s the gold standard of financial tools for small businesses.

Gusto replaces the need for a payroll department. It makes paying your beloved team, figuring out your taxes, and even administering benefits a piece of cake. We give it extra props because it was originally called ZenPayroll, and it definitely maintains that sense of ease.

Track your success

What makes a metric valuable? It’s not how much it impresses your customers or makes your competition shrink in fear (though that may happen, too). It’s what it tells you about the success of your efforts.

When it comes to measuring success, there’s only one tool you need in your wheelhouse. It won’t surprise you when we say what that tool is: an awesome CRM.

Here are just three of the things an awesome CRM will do for you:

  • Help you schedule meetings and manage other project management functions, right from within your CRM dashboard.
  • Automate email touches with prospects and leads and give you insight into how well they performed.
  • Provide reports that tell meaningful data stories about all the stuff you need to know: from how your team is interacting with your clients and prospects to how your outreach efforts link to sales health.

Looking for examples of success-tracking tools in action? Check out how we do email reply tracking.

Caitlin got her roots in inbound marketing before it got its name. As a teenager in the 90s, she promoted her independently published magazines by writing about the importance of indie publishing all over AOL. Now, Caitlin is passionate about moving people and society forward. She follows thought leaders in the National Speakers Association, the staffing industry, and all human rights movements. She loves learning and helping people learn.

15 Tools to Help You 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 this party of the century going on? At an iPhone in your next customer’s hands.

No matter what your business, it’s likely that your leads and customers are going to be interacting with you from their mobile phones. In fact, mobile devices account for nearly two of every three minutes spent online.

So, say you had a storefront that wasn’t dog-friendly, and it turned out that two of every three of your customers went everywhere with their dogs. Instead of hoping your customers would get over their pets, you’d put a water bowl out on the sidewalk and get a little candy jar of doggy treats for the registers, stat.

In the same way, it’s time to spiff up your website for your mobile guests. Here are some tools to help.

  1. Google’s Mobile-Friendly Test will diagnose how mobile-friendly your website is. If you have small-screen issues, the test results will outline what they are and how to fix them.
  2. BrowserStack gives you insight into how your website will appear on specific iOS, Android, OS X, and Windows devices.
  3. MobiReady moves a step beyond appearances and provides in-depth technical information about how well your site performs on mobile devices.

Text like your livelihood depends on it (because it does)

What is everyone’s favorite thing to do with their phones? No, it’s not watching videos of unlikely animal friendships or scanning their Facebook feeds, though they like to do those things very much, too. The most popular cell phone activity is texting.

To take full advantage of mobile, you need to communicate with your customers the way they like best. So, if you’re just emailing and making phone calls to your leads and customers, you’re missing out.

People like texting because it’s unobtrusive, quick, quiet, and fun. Your customers can text you while waiting in line for their mocha frappuccinos, sitting in a silent library, or catching up in the few minutes between meetings.

Here are some tools that can help.

  1. TextUs is an app that allows your entire team to text message contacts using your business phone number. With Group Broadcasts, message templates, and scheduled texts, it allows you not just to engage over text but to create a powerful texting strategy.
  2. SimpleTexting is an SMS marketing tool that allows you to send mass messages using SMS short-code. It’s useful for offering contests, running polls, tracking links, and sending coupons.
  3. CallHub integrates your phone, SMS, and phone-banking efforts into a single piece of software.

Listen on social like you would IRL

Pop quiz! Say you’re courting a new friend at this party of the century. Which of the following strategies would you use to become buddies?

A. Abruptly approach him and start listing all your talents.

B. Talk to him in great, persistent detail about badminton, even if he expresses zero interest in badminton.

C. Say things, listen to what he says, and then say things in response.

D. Play hard to get and wait for him to come to you.

If you answered A, B, or D, let me suggest this book as required reading. Here, in his infamous tome, Dale Carnegie breaks down how, exactly, to win friends. And the first ingredient? Listening.

Many people forget that social media interactions are just as much a conversation as IRL interactions. And with many of your mobile-friendly prospects and customers finding their way to you on social media, you don’t want to make that mistake, too.

So, don’t fill your Twitter feed with all the reasons you’re an awesome company.

Don’t go on and on (and on) about a subject that your audience doesn’t care about.

Don’t use social media as a one-way platform to get attention.

Instead, take a page from Carnegie’s book and listen well on social media. Here are some tools to help you provide the right value, delight your social audience, and to make sure your message is on-point.

  1. Hootsuite is a great jack-of-all trades social listening tool that allows you to monitor keywords and hashtags in real time, follow your competitors, and explore what your target audience is paying attention to.
  2. Hashtagify lets you key in on what hashtags have an audience. You can search for related hashtags and get a sense for trends — this will help you reach out in just the way your audience likes.
  3. BuzzSumo ensures you’re talking about what your audience is interested in. You can analyze what topics and types of content perform best for your industry.

Meet them where they literally are

Speaking of IRL, you can still meet actual leads and customers in actual real life.

Most of us these days don’t consider in-person efforts, but that’s exactly the reason that they can make such an impression. Because it’s unexpected, in-person outreach can really solidify and nurture your customer and lead relationships.

Step away from the screen, and take a break from liking and retweeting. Go shake someone’s hand and have a cup of coffee with them.

Here are some tools to help.

  1. MeetUp isn’t just for painting parties and singles mingles. Use the site to invite locals to an industry get-together and chat with leads and connections over espresso or a beer.
  2. Bizzabo helps you battle that familiar feeling at conferences and expos that you haven’t met everyone you could. Network with attendees, virtually introduce yourself to speakers, and schedule lunches and drinks to make the most of your time all gathered together.
  3. Cityhour is a bit like Tinder for business. Have a free hour and looking to have a power lunch with a potential customer or business associate? Swipe right, so to speak, and Cityhour will connect you with anyone in a 50-mile radius who matches your interests.

Manage it all with your CRM

And, of course, whether they come in via web traffic, text message, social, or IRL, your CRM can help you manage all these touches and connections like a boss.

  1. Contact Notes help you keep track of individual communication preferences, from whether they want texts or phone calls to what time of day is best for them to hear from you.
  2. Reports keeps larger trends top-of-mind, too. What time of day do your emails tend to get the best response? What about your social posts?
  3. In-CRM Calendar manages all these meetings and follow-ups from within your CRM. Your calendar can even link your meeting reminders up with all that important info about your contacts.

There you have it — 15 tools to help you meet your customers where they are.

Looking to go beyond just meeting and get right into giving back? Check out our blog post on how giving helps you sell.

Caitlin got her roots in inbound marketing before it got its name. As a teenager in the 90s, she promoted her independently published magazines by writing about the importance of indie publishing all over AOL. Now, Caitlin is passionate about moving people and society forward. She follows thought leaders in the National Speakers Association, the staffing industry, and all human rights movements. She loves learning and helping people learn.

5 Things You Should Be Giving in Sales

“Your income is determined by how many people you serve and how well you serve them.” — The Go-Giver: A Little Story about a Powerful Business Idea, by Bob Burg

There’s been a sea change in sales in the last decade. Instead of focusing on volume of transactions, businesses are focusing on the quality of relationships. And, as in any relationship, sales is a give and take. By focusing more on giving than taking, you can strengthen your team, build community, expand your profits, and increase your personal happiness.

Continue reading 5 Things You Should Be Giving in Sales

Caitlin got her roots in inbound marketing before it got its name. As a teenager in the 90s, she promoted her independently published magazines by writing about the importance of indie publishing all over AOL. Now, Caitlin is passionate about moving people and society forward. She follows thought leaders in the National Speakers Association, the staffing industry, and all human rights movements. She loves learning and helping people learn.

The #1 Reason CRM Implementations Fail

Over 60% of all CRM implementations fail. Crazy, right?

There are many, many, many articles out there that explore why this may be. Continue reading The #1 Reason CRM Implementations Fail

Caitlin got her roots in inbound marketing before it got its name. As a teenager in the 90s, she promoted her independently published magazines by writing about the importance of indie publishing all over AOL. Now, Caitlin is passionate about moving people and society forward. She follows thought leaders in the National Speakers Association, the staffing industry, and all human rights movements. She loves learning and helping people learn.