Tag Archives: Start-up

WIMS Client Spotlight: Tabbris

Tabbris focuses on innovation and technology, and they want your company to grow with them. Because of the nature of what they do and the expertise they have, Tabbris offers space to early-stage companies with the potential to scale and innovate within their market. Often, this ends up being technology and software companies, but it’s not limited to them exclusively; however, if you’re a realtor, attorney, or consultant, you might want to look elsewhere. Why? Because they’re built to offer resources, events, and networking to tech-based startups. In order to incubate them, Tabbris wants to give them the space they need to grow.

They want you to outgrow them. They’re the studio apartment you move into before you buy that shiny, new house. They are the starter kit. They’re whatever you want to call them, except permanent. Why? Because at Tabbris, that’s their goal – they want to put you and your projects on a path to success. If they do their job right, you’ll be out of the coworking space before you know it.

Charlotte startups are some of the most innovative companies out there, and Tabbris is dedicated to fostering their genius. Before you can go full speed, you’ve got to prepare for all the twists and turns. Tabbris is here for all of that, and they’re going to give you the space you need to get your gears going. They believe that all you need to fill the gaps between ideas and success is some really good cement; let them be that cement.

Tabbris offers monthly memberships for their hot desks, standard offices, and executive offices. The coworking space also features a recording studio. For businesses still skeptical of the benefits of collaboration in a coworking space, Tabbris offers daily passes that offer the same perks as purchasing a monthly hot desk. Day passes are a great way to get familiar with the Tabbris coworking space before committing to a monthly membership. Go check out Tabbris and see what they can do to launch your startup to the next level!

WIMS Client Spotlight: Let It Ride

Let It Ride is a new DFS (Daily Fantasy Sports) app and website launching soon that was created behind the efforts of former Panthers receiver and North Carolina native Brenton Bersin. It is soon to hit the app store.

Let It Ride is an easy to use sports gaming platform for everyone. The platform focuses on the most exciting sports games: including player prop parlays, along with other picking pool competitions. With a competitive spirit, gamers can compete against the house or other users.

Their main game is Let It Ride, where users (you) pick from multiple player prop over/unders in an effort to get 3 correct, 5 correct, or 7 correct. If you choose any incorrectly, you lose your wager. If you get them all correct, you win. If you correctly pick 3, you have the option to cash out and end your ride, or let it ride in an effort to get 2 more correct to get to a parlay of 5. You then have the option again to cash out and end your ride at 5, or try and get to 7 correct. The longer the ride, the higher the payout.

Other games include:

  • DA$H is LIR’s spin on a lottery type game. DA$H is a pool type game where the the 1st user to get 20 picks in a row correct without getting one wrong, wins the jackpot.
  • OUTLA$T is our spin on a survivor pool. Located within the LIR app. Users will join pools of all different sizes and parameters. Competing head-to-head against other users. Each pool  offers different styles and reward.
  • PUR$E is LIR’s golf focused game. Choose by pool size or entry fee amount. In all pools, the user picks 10 golfers to make their lineup. Unlike other DFS apps, there is no salary cap, so the user can choose whoever they want. If they want the 10 best golfers in the tournament by World Ranking, they can pick them. This makes this game easy for all people to play.

Visit their website https://www.letitride.app/ to subscribe to to the wait list to receive early offers and follow the journey from the ground up. They are also launching a funding round shortly to continue growing and scaling, more details to come, send an email here if you’re interested in learning more about it, or you can visit this link as well.

They are also seeking early adopters to act as affiliates who will receive commission and other income opportunities. If you are interested in applying, click here.

WIMS Client Spotlight: The Christmas Team

The Christmas Team and their decorating elves are a commercial and residential Christmas light installation company. Voted “The Charlotte’s Premier Holiday Light Installation Company” by The Charlotte Business Group.

They pride themselves on impeccable customer service, custom-tailored design suited perfectly for your building, and their decorating elves. They do not only provide a luxury festive service; they create a Disney-like experience that your family and community will absolutely love!

Their offerings include lighting for commercial properties, residential properties, Christmas light shows, weddings, and event lighting.

Their all-inclusive service provides:

  • Lights – LED, Energy-Efficient, 5x Brighter than retail, Commercial grade lights.
  • Design Consultations – Custom Suited for your home or building.
  • Installation – Goodbye to long hours of unboxing, detangling, or setting up.
  • Removal – Bringing down and putting away will be a thing of the past.
  • Service-Calls – Keep your building fully lit all season long.
  • Storage Year-Round – No heavy lifting, untangling, or finding places to store.
  • Real Elves – Only company in the world that provides uniformed decorating elves.

They take the risk and hassle out of decorating for the season so you don’t have to worry about a thing during the hustle and bustle of the holidays! Visit their website http://thechristmasteam.com/ to check prices and book now!

The Christmas Team was started by Tim Guercio, who was named one of Charlotte’s “Top 30 Under 30 Future Leaders of Charlotte” by Elevate Lifestyle. He also is the CEO of Turf Pros Solutions Charlotte and Leads Digital Marketing.

Never Let a Good Crisis Go to Waste

Time and time again, we have witnessed corporate empires come crashing down. On a high from peak performance, many of these companies were resistant to change their historically successful practices with their “if it’s not broke, don’t fix it” or “we’ve always done it this way” mindsets. The things that got them to the top eventually led to their downfall. Instead of proactively preparing for an inevitably changing environment, firms often find themselves behind the innovation curve because they have relied on their organizational inertia from past wins. 2020 was a year full of thrivers and survivors, but it looked a little different than other times of financial uncertainty.

Instead of a shifting of industries on the power curve like during the global financial crisis when electronics, utilities, and financial services fell off their historical peaks, we are instead seeing a further widening of the performance gap between industries. According to an article published in July by McKinsey & Company, the six most profitable industries have seen $275 billion a year added to their expected economic profit pool; the six least profitable industries have lost an estimated $373 billion. Companies that did well before the pandemic are proving to be resilient.

The thrivers have taken an adaptive and innovative approach to business and include the following industries: pharmaceuticals, software, technology hardware, and media. After releasing last quarter’s earnings, Microsoft CEO Satya Nadella said, “We’ve seen two years’ worth of digital transformation in two months.” The survivors, many on the verge of bankruptcy, are not doing well. This is a trend that existed, but only proved to accelerate with the onset of COVID-19.

The fastest companies to adapt to the new norm have been and will continue to be the quickest winners taking advantage of opportunity during this crisis. Manufacturers of personal hygiene-related products are increasing production. An exponential increase in demand for pharmaceuticals has these companies reinventing their production processes as well. The potential of the telehealth industry is being realized as nearly half of all physicians are treating patients virtually, up from 18% in 2018. Automation through robotics has created an interesting angle for companies through the mere fact that robots cannot get sick like human employees. E-commerce companies have spent money on adapting infrastructure and capacity as they receive more of the traditional brick-and-mortar retail market. Tech-heavy firms have further adapted their ecosystems.

Even companies in traditionally slow-adapting industries have made changes. Restaurants have increased their delivery and take-out volumes, putting together special packages that entice customers to pick up. Multi-family, specifically apartment complexes, have gotten creative with their marketing to get leases signed. Universities have been pressured to express the importance of their value to not only current, but prospective students, as the online education market was already expected to triple in growth from 2015 to 2025. With interest rates reaching record lows, an increase in buyers and homeowners looking to refinance are shaping an attractive future for the real estate market. Implementation of new technology into these industries is paramount to the future of these firms.

These industries, high in reliance on the demand of consumers, also need to realize the importance of relationships with those who make them money, the customers. They can get the most out of their marketing by implementing CRM systems, such as Zoho or Salesforce, to methodically target and follow up with prospects. Businesses need to reallocate resources to parts of their business that have the most growth potential in the future.

To the companies that have waited for some clarity from the fallout of this pandemic, you need to realize that doing nothing is doing something (although we would not recommend that). Companies that move early in a crisis and get ahead of competition often maintain this lead for years. Lao Tzu is credited with saying, “The wise man is the one who knows what he does not know.” There is always room for improvement and no proven right answer as times are constantly changing. Without staying ahead of trends or at least educating yourself about them, your practices will soon be outdated.

It is clear given the current state of the world that changes need to be made to your business; do not waste any more time. Transformational leaders do not let a good crisis go to waste. What are you willing to do to take advantage of the pandemic’s opportunities?

If you need assistance, we have a variety of bundles to help you start a company, scale a company, or simply perfect your marketing and CRM implementation. Check out our 10K to 10X Video bundle, 10K to 10X 2020 bundle, 90 day MVP package, or reach out to WIMS Consulting to see how we can add value to your business.

Q4 2020 WIMS Consulting

Q4 2020: FINISH LIKE A SAVAGE & PREPARE FOR 2021 DOMINATION!

There’s something about Q4 that is always exhilarating to me. Knowing that “the game” is coming to an end, each and every play is more significant, there’s less margin for error. Perform well during this time and you can make up for a lot of previous mistakes and setbacks along the way. Let up or fumble the ball, and you can destroy all the momentum you made thus far. No pressure, right?

All of this is going on while simultaneously a new game is going to begin soon thereafter. Endings are always thrilling, but so are new beginnings after all. The new year coming up is especially enticing given the chaos of the current one. Whether it was a rough year, or an incredible one, you have to just keep looking forward and continue to get better.

Despite the hectic grind I’ve been on lately (pretty perpetual at this point), I wanted to take a little time to revisit and write up a quick/updated “Q4 Manifesto” which is mostly for myself, but then I decided to add a few extra tips for you too, primarily applicable to both your business and professional life.

  • Don’t wait for January 1st to start your New Year’s Resolutions, now’s as good a time as any. It’s a misguided practice that usually doesn’t end well anyway. You don’t need an arbitrary start date to work on self-improvement, that should be a daily practice as it is. Why not start right now?
  • Get AGGRESSIVE – Close out ALL of those pending dream deals that have been lingering. Do much more outreach and lead generation. Don’t dwell on whether you’re annoying people or assume that they already have an expert helping them that does what you do. Push harder!
  • Think about and plan out ways you can continue to streamline your business & professional operations. This can include CRM, automations, revisiting your tech stack, delegating more tasks, etc.
  • Try not to eat and drink everything in sight just because it’s the holidays. Maintain (or in some cases start) your workout routine consistently and only indulge occasionally. It’s especially tough given all the parties and networking events, but some balance now will spare you later.
  • Enjoy time with my family and friends and BE PRESENT. Don’t spend that precious time distracted with your head in the clouds and worrying about things that are out of your control.
  • Debrief/Reflect on the past year. What worked, what didn’t, what do you need to improve upon? Lay it all out objectively and identify opportunities to get better. While this may seem obvious, it’s crucial.
  • Strategize for 2021 (and beyond) now. Spend an appropriate amount of time writing out specific goals, sketching out project plans, and dreaming big. From there be mindful, thoughtful, deliberate, and thorough enough to also make your plan realistic while still stretching yourself. Once this exercise is completed, start working on implementing that strategy ASAP to carry some momentum with you.
  • Add appointments to your 2021 calendar (monthly/quarterly, etc.) now to make sure you schedule the time to reflect on your progress and measure where you’re at along the way to ensure you continuously improve.

A few specifically for you:

  • Get and implement a CRM already! Seriously, how many times do I have to say it? If you need to spend some time asking a few questions on how to get started, reach out to me, that part is, and always will be, on the house.
  • Start a blog, a podcastvideo/webinar series, whatever. Leverage content marketing to develop and enhance your brand and get your business’ name out there.
  • Finally start that business you’ve been day dreaming about for years now.
  • Or at least start working on that side hustle you’ve been planning.
  • Identify an organization you’re interested in and get involved in the community. This could be philanthropic or civic, doesn’t matter as much as simply taking action and giving back.

There are plenty of others I’m forgetting. And I will likely revisit this some more over the next few months to continue tweaking it.

What are some of your Q4 goals? What about your 2021 goals? How can we help you achieve them? Please let me know, would love to hear from you!

Enterprise Level Salesforce.com CRM

Enterprise Level Salesforce.com CRM Implementations for Mid-Large Companies

My firm, WIMS Consulting, has been providing CRM implementation services since its inception (and personally I’ve been leading them for 15 years now). We have been platform agnostic (we work with all of the primary platforms, including Salesforce.com, Zoho, Hubspot, Microsoft Dynamics, and Insightly among others); however, the firm has recently taken measures to beef up it’s partnerships and team in order to deepen its focus on delivering more large scale enterprise level Salesforce.com projects.

We have helped many companies of all sizes with their CRM implementations (from startups to enterprise level), particularly leveraging Salesforce.com and Zoho, and we will continue to do so. But the massive shift in approach that mid to large-scale companies were forced to adopt throughout 2020 really highlighted operational challenges, issues that a well-functioning Salesforce program would do wonders to mitigate.

When properly implemented, Salesforce will have an incredible impact on sales and marketing, operations, communication (internal and external), automation, and so much more. You can take one look at their stock performance and see how much value they provide to their clients.

Not only are we aiming to build out Salesforce programs from scratch, we are also highly capable of jumping into existing iterations that have gone a bit off course and helping to right the ship. Or we can come in after the initial phase or two and help your company supercharge it to take the functionality to the next level.

I’ve been harping on the importance of CRM programs for about a decade now, yet it still hasn’t caught on the way it should. 2020 was the year that changed this. Like with most technology, competition, economies of scale, and innovation have driven costs down significantly. Not only are they cheaper, but the functionality and value has simultaneously increased dramatically. It’s why acquiring and implementing a CRM program is my #1 recommendation for every business, regardless of industry or target market, if you’re looking to increase revenue.

Most importantly however, is that the ROI (return on investment) will more than make up for the expense.

One of the most important features, especially right now, is that Salesforce helps you automate your sales process. The more automated your sales cycle and follow up efforts can be, the greater volume of deals your business will be able to close. Further, the more accurate data you have about your sales cycle, the more deeply you can analyze it to gain insight that will not only help increase revenue, but ultimately help you improve:

  • Close rates,
  • Customer service and retention,
  • Length of sales cycle, and
  • Forecasting efforts and projections.

While implementing Salesforce can be a significant commitment initially, if your company does it right (which engaging us significantly increases your odds of that), the benefit to your business is invaluable. With 2020 in the past, now is the perfect time to start planning and conducting your due diligence to start 2021 with yet another New Year’s resolution.

We’re here to help if you need it!

WIMS Consulting Logo Blue

The WIMS Consulting 2020 Rebrand

There is just something about transition, a new decade (even though January 1st seems like it was already another decade ago), and a new mission to undergo a massive scaling of one’s company that requires a bit of a shakeup. Huge transformative shifts force all involved to level up and evolve for the better. They demand a heightened sense of commitment to excellence and discipline.

As they say, the things that got you here will rarely get you there.

The first 6 years of WIMS Consulting have been great, the company has grown double digits every single year (with 2 years at triple), and despite the state of the market, this year is already on track to achieve exponential growth compared to last year (in fact it economy appears to be helping it along even more as companies go all-in on digital). That said, I have still been playing too small and remain far from where I want the company to be yet. It is time to ramp things way up and kick things up another notch.

A rebrand is often mostly symbolic, it is a way to re-engineer how you would like the public to see and perceive your company, and to re-calibrate the first impression for those that do not know you yet. It also allows you to set the tone for current and future employees, partners, and clients. It is an opportunity to recommit and reestablish your values of who you are and who you aspire to be.

Up until this point we have been far from perfect and have certainly underdone some growing pains along the way. As difficult as it is to admit, not every single client project has exceeded expectations for one reason or another. On the flip side plenty of them have gone really well too. Regardless of which side the responsibility lies solely with us for better or worse. Moving forward, that level of accountability and transparency must be the standard. A rebrand is a way to draw a line in the sand, a demarcation to demonstrate that whatever happened before going forward this is the way we will do business no matter what.

Now for a little background and insight on the creative. The spartan warrior is a deeply personal symbol to me since I was young. For one, I grew up attending a school called Milton Hershey (from kindergarten to graduation), and it was our mascot. We learned about their culture and their values (mostly the romanticized and positive version, not as much of the negatives side of it).

Then when I watched the movie 300, wow what an impact it made. To see a group of soldiers, and a King no less, willingly sacrifice themselves with such honor and grace for the good of their tribe, it really stuck with me. I know it was embellished a bit as all movies are, but that didn’t take away from the impression it left.

Between Milton Hershey and the culture resonating so much throughout my life I even got a tattoo of the spartan helmet. For those reasons and others, it sounded like a great place to start when considering what I wanted my company to look like.

Fortunately, when leveraging history to inspire the future you can learn from, and remove, the negatives in order to improve upon an ideal, allowing you to adopt the things that translate. Further, WIMS Consulting is not adopting ALL their values after all (for one we are very much capitalists). “The word “spartan” means self-restrained, simple, frugal, and austere” plus they were clearly pretty violent and brutal. So again, it is not exactly a direct comparison.

The positive side, such as their discipline, commitment, team-oriented collaboration and community are things you build a company around. Others include being strategic, thoughtful, well organized, and assertive. They were creative in their approach to problem solving. The soldiers in their army were only as strong as the person standing next to them and the collective unit as a whole. They tempered the potentially corrosive nature of outsized individual egos. They played offense and defense equally well. They had an unwavering obligation to do whatever necessary to achieve a desired outcome.

Now THAT is what I want the WIMS Consulting cultural values to represent and embody. I want the company to uphold its commitment and dedication to its community (clients, employees, and partners) to that standard of excellence every single day and in every single project and task. This is the mindset required that will subsequently lead to producing outstanding work and deliverables for our clients. It certainly won’t be easy, but nothing worth doing really is.

Hopefully, we nailed that impression and give this perception with the logo and throughout the supplemental components of the branding. More importantly however, is that we maintain the standards and values in a clear and tangible way. Stay tuned for more, but I would love to hear what you think so far!

WIMS Consulting Logo Blue     WIMS Consulting Logo Gold

Charlotte 2020

Charlotte 2020: Grow Your Business in the QC

If you live or do business in Greater Charlotte then you already know there’s a whole lot to be excited about in 2020 and beyond. The opportunities here are incredible, the city and state of NC in general are growing at a crazy fast pace and receiving all sorts of recognition nationally in “Best Places to Do Business” type articles. You can see for yourself (here, here, and here). Figuring out where to get plugged in or get more involved can be overwhelming, so I wanted to give you a few quick initial steps (4 to be exact) to take in the new year to kick things off, and I’ll elaborate and expand on this further throughout Q1.

Whether you’re new here, haven’t arrived yet, grew up here, or have been here for years now I highly recommend investing your time getting to know other professionals who are doing big things in business. Networking here has led to a substantial ROI for me and my businesses and I can’t encourage it enough. There are tons of organizations and resources with which to leverage at various price points and time commitments based on you and your company’s needs.

Personally, I’ve been involved in various capacities at board and committee levels with the Charlotte Regional Business Alliance (formerly the Charlotte Chamber of Commerce). I’d highly recommend it as a great place to start and get involved. However, to be fully transparent, after merging with the region’s economic development entity the organization’s mission and day-to-day focus are shifting pretty substantially.  Rather than solely focusing on greater Charlotte, The Alliance now has 15 counties across both NC and SC in its purview. Needless to say, that while it’s a positive shift overall that provides incredible opportunity, the scope and reach has shifted dramatically. Serving that wide an area comes with new challenges as well however, so clearly the day-to-day operations needed to change with it.

While I still very much intend to remain involved as a member and hopefully more, it would be a disservice to you if I didn’t say the new mission has simultaneously left a pretty sizable void for those with a more narrow focus of making an impact in greater Charlotte and don’t have the resources to have a target market that expansive. Again, yet another opportunity

This is where the Charlotte Business Group comes in. (Full disclosure: I recently joined the board in 2019 because I knew this transition was happening and wanted to prepare accordingly.) There are still a ton of business professionals who just have the capacity to focus on Greater Charlotte (it’s hard enough covering the Lake Norman to Rock Hill/Fort Mill area as it is, let alone a dozen plus other counties). So we decided to step in and do just that. We’re providing networking opportunities with our mixers, educational opportunities with our panel discussions, and we recently launched a membership program to be able to ramp up additional opportunities in the community (as well as with more focus on fostering referrals and connections but much more to come as the year rolls on). The focus will remain greater Charlotte, but everyone who wants to do business here is more than welcome to get involved. If you and your organization wants to align with that mission please reach out to me to set up a membership or sponsorship and we’ll get you plugged in.

Next up is another really non-negotiable if you’re serious about Charlotte. You need the Charlotte Business Journal in your life, by way of subscription (print and digital), attending their events, and you NEED the Book of Lists.

Charlotte Inno (formerly Start Charlotte) with their newsletter and PitchBreakfast events among others are also truly invaluable. Whether you want to learn about local start up success and origin stories, or see what other events are coming up on the horizon (they host many incredible ones themselves as well) you at least need to sign up for the newsletter and take it from there.

 

We’ll leave it here for now, as that’s 4 invaluable steps that you need to take in the new year if you haven’t already. But I’ll be adding much more with respect to the specific Charlotte focus moving forward (including a non-profit edition). Would love to hear your feedback on what organizations you’re involved with, what you’d recommend and to continue the conversation as it’s one that’s a major priority for me.

Q4 Finish Like a Savage Prep for 2020

STILL PLENTY OF TIME IN Q4: FINISH LIKE A SAVAGE & PREPARE FOR 2020 DOMINATION!

There’s something about Q4 that is always exhilarating to me. Knowing that “the game” is coming to an end, each and every play is more significant, there’s less margin for error. Perform well during this time and you can make up for a lot of previous mistakes and setbacks along the way. Let up or fumble the ball, and you can destroy all the momentum you made thus far. No pressure, right?

All of this is going on while simultaneously a new game is going to begin soon thereafter. Endings are always thrilling, but so are new beginnings after all. The new year coming up is especially enticing. Not only is it a new year, but it’s a whole new DECADE. The freaking Roaring 2020’s are upon us.

Despite the hectic grind I’ve been on lately (pretty perpetual at this point, but even crazier with baby #2 arriving very soon), I wanted to take a little time to revisit and write up a quick/updated “Q4 Manifesto” which is mostly for myself, but then I decided to add a few extra tips for you too, primarily applicable to both your business and professional life.

  • Don’t wait for January 1st to start your New Year’s Resolutions, now’s as good a time as any. It’s a misguided practice that usually doesn’t end well anyway. You don’t need an arbitrary start date to work on self-improvement, that should be a daily practice as it is. Why not start right now?
  • Get AGGRESSIVE – Close out ALL of those pending dream deals that have been lingering. Do much more outreach and lead generation. Don’t dwell on whether you’re annoying people or assume that they already have an expert helping them that does what you do. Push harder!
  • Try not to eat and drink everything in sight just because it’s the holidays. Maintain (or in some cases start) your workout routine consistently and only indulge occasionally. It’s especially tough given all the parties and networking events, but some balance now will spare you later.
  • Enjoy time with my family and friends and BE PRESENT. Don’t spend that precious time distracted with your head in the clouds and worrying about things that are out of your control.
  • Debrief/Reflect on the past year. What worked, what didn’t, what do you need to improve upon? Lay it all out objectively and identify opportunities to get better. While this may seem obvious, it’s crucial.
  • Strategize for 2020 (and beyond) now. Spend an appropriate amount of time writing out specific goals, sketching out project plans, and dreaming big. It’s rare that a whole new decade is about to start so let your imagination run a little wild to kick things off. From there be mindful, thoughtful, deliberate, and thorough enough to also make your plan realistic while still stretching yourself. Once this exercise is completed, start working on implementing that strategy ASAP to carry some momentum with you.
  • Add appointments to your 2020 calendar (monthly/quarterly, etc.) now to make sure you schedule the time to reflect on your progress and measure where you’re at along the way to ensure you continuously improve.

A few specifically for you:

  • Get and implement a CRM already! Seriously, how many times do I have to say it? If you need to spend some time asking a few questions on how to get started, reach out to me, that part is, and always will be, on the house.
  • Start a blog, a podcastvideo/webinar series, whatever. Leverage content marketing to develop and enhance your brand and get your business’ name out there.
  • Finally start that business you’ve been day dreaming about for years now.
  • Or at least start working on that side hustle you’ve been planning.
  • Identify an organization you’re interested in and get involved in the community. This could be philanthropic or civic, doesn’t matter as much as simply taking action and giving back.

I’m sure there are plenty others I’m forgetting. And I will likely revisit this some more over the next few months to continue tweaking it.

What are some of your Q4 goals? What about your 2020 goals? How can I help you achieve them? Please let me know, would love to hear from you!

CRM Call to Action 2020

Your Annual CRM Call to Action for 2020

I’ve been harping on the importance of CRM programs for about a decade now (here’s the last time), yet it still hasn’t caught on the way it should. This is the year that changes. Like with most technology, competition, economies of scale, and innovation have driven costs down significantly. Not only are they cheaper, but the functionality and value has simultaneously increased dramatically. Now, you can even get basic versions of a CRM program for free. It’s why acquiring and implementing a CRM program is my #1 recommendation for every business, regardless of industry or target market, if you’re looking to increase revenue.

Whether you work for a large and complex company, or if you’re an independent freelancer, or if you’re a sales mercenary who is compensated by getting to “eat what you kill,” there is a CRM program out there for you. Regardless of your budget (or lack thereof), you can customize the level of sophistication of your CRM program, as they all have various subscription levels. Further, there was recently an absolutely game changing announcement from one of my CRM platform preferences (and the one I personally use for my business).

Zoho One – An Operating System for Business

“Zoho One is a broad and cohesive set of applications that work collectively to run an entire business on the cloud. It includes more than 40 web applications and an equal number of mobile apps—under a single sign-on, with centralized administration and provisioning—making it a true operating system for any business. While each application punches above its weight against the competition, collectively they deliver a knockout punch.

With Zoho One, we’ve put together all the applications a company needs to acquire and serve its customers (marketing, sales, automation, and support apps); run its operations (finance, recruiting, and HR apps); and provide all the tools for its employees to work collaboratively and get their work done (office suite, mail, personal productivity, and collaboration apps). Almost any company has these same needs. With Creator, our drag-and-drop app builder, customers can even build custom apps for unique business needs—like logistics scheduling—and put them under the same umbrella that forms the single operating system for their business.

Zoho One is available at $30 a month—or just about a dollar a day, per employee. ($35 if you pay on a month-to-month basis).”

While WIMS, Inc. is platform agnostic (we work with all of them, including SalesforceHubSpotMicrosoft Dynamics, and Insightly among others) it’s getting more difficult not to refer my clients and prospects straight to Zoho right now. There are of course exceptions, but they’ve built something special, particularly for entrepreneurs and small businesses.

Now, back to the more general CRM theme.

They all integrate with your email provider of choice, along with most social media channels, so tracking communications is easy (and automated). There are an incredible number of third-party add-ons you can incorporate depending on how robust your operations processes are to add additional functionality too.

Most importantly however, is that the ROI (return on investment) will more than make up for the expense.

CRMs help you automate your sales process. The more automated your sales cycle and follow up efforts can be, the greater volume of deals your business will be able to close. Further, the more accurate data you have about your sales cycle, the more deeply you can analyze it to gain insight that will not only help increase revenue, but ultimately help you improve:

  • Close rates,
  • Customer service and retention,
  • Length of sales cycle, and
  • Forecasting efforts and projections.

While implementing a CRM program can be a significant commitment initially, if you do it right, the benefit to your business is invaluable. With just under two months left in 2019, now is the perfect time to start planning and conduct your due diligence to start 2020 with yet another New Year’s resolution.

We’re here to help if you need it!