context awareness

Why Context Awareness is the Key to a Successful Customer Service Team

As a customer, I've had quite a few customer service interactions that quickly went south. Most often, the agent simply could not make that connection with me, and the exchange pretty much ended with displeasure. Did they not understand what my question was? Were they not the best person to answer my question? How...

Timeboxing: How to Block Out Distractions & Focus on the One Thing

Timeboxing: How to Block Out Distractions & Focus on the One Thing

If there is one thing we know for sure, it is that everyone is distracted all of the time. Whether it is the “ping” of notifications on your smartphone, your teammates sending funny gifs over Slack, or the stream of never ending emails being thrust into your inbox, there are a countless number of little...

How a Michigan Company is Using Insightly CRM to Increase Communications and Sales

How a Michigan Company is Using Insightly CRM to Increase Communications and Sales

This article is published in partnership with Insightly, providing CRM and project management solutions for small business owners. Customer Relationship Management, or CRM, is an integral part of any small business looking to optimize their ability to manage prospects or leads through a sales funnel to becoming a customer. A strong well-managed CRM then allows...

Is An Online Loan Good for Your Business? How 3 Companies Used QuickBooks Financing for Growth

Is An Online Loan Good for Your Business? How 3 Companies Used QuickBooks Financing for Growth

Cash flow is a vital part of every successful small business, and a recent Intuit poll of small business owners found that almost 87% feel that managing cash flow is critical to long-term business success and survival. Over the years, innovative online lending methods have become available to small businesses to help gain access...

Jamie Domenici - Salesforce Exec

Salesforce VP Shares 3 Pillars of Sales and Marketing Success: Find, Win, Keep Customers

I recently had the opportunity to sit down with Jamie Domenici, VP of Product and SMB Marketing for Salesforce, as she relayed to me the three important pillars of sales and marketing and how it relates to their software. When I asked her what defines a company as "winning," she had this to add: “The...

A Day in the Life of Alex Reed of Bamb Creative - Insightly Customer

How CRM Helped a Boutique Marketing Agency Grow

This article is published in partnership with Insightly, providing CRM and project management solutions for small business owners. Anyone who runs a small business knows that there are many different components that need to be kept straight in order for it to run smoothly. One of those top priorities is customer management. In a recent...

50 Powerful Tech Tools To Help Create A Successful Small Business

50 Powerful Tech Tools To Help Create A Successful Small Business

[content field="callout1" format="true" class="calloutwide"] Running and growing a small business is hard work and often done with limited funds and hands. Thankfully, there are literally thousands of tech tools available to help us manage almost every aspect of a business. From project and social media management to travel and finance, you know there's an...

The Difference Between Finance and Accounting — and Why it Matters

[content field="callout1" format="true" class="calloutwide"] A number of years ago a friend, an MBA from an Ivy League business school, asked me what the difference between finance and accounting was. Up to that point I had not thought about it myself since my career had me in both worlds. We talked about it for a little bit, and afterwards...