I received an email from a reader asking about what I ended up choosing to manage my relationship with contacts per my post in August, Joan’s Review – Choosing a CRM System. Here is how I replied: “I settled on AWeber and another one I uncovered since writing the post, Capsule CRM. Capsule is a [...]
Archive for the ‘Customer service’ Category
Update on CRM System Options
January 23rd, 2011 
Joan Friedlander 
Posted in Customer service, Email management, Marketing, Productivity Tool 
Tags: AWeber, Batchbook, Capsule CRM, CRM, customer relationship managment, online management tools, project management 
Comments OffNew approach to fees increases client satisfaction
September 23rd, 2010 Joan Friedlander In the latest issue of my newsletter I wrote about the shift from “Time for Money” to “Fee for Results.” This is my personal story about what happened when I made one small but significant change in the way I engaged with prospects about my fees, and the impact it has had on me and the people I work with. I took a gamble and it paid off.
Feeling Shy About Follow-Up Calls?
September 9th, 2010 Joan Friedlander The Lawyer and the Sales Rep: the best testimonial I’ve ever heard about the true value, importance and tone of customer-focused follow up. When a financial planner expressed feelings of boredom with the routine of making follow up calls, this story came to mind…Follow up, at it’s best, is about making contact, doing so with respect and an eye on service.
Posted in Customer service, Marketing, Relationships Tags: business success tips, Customer service, follow-up tactics, Marketing, sales Comments OffTaking email address off website OK after all
May 10th, 2010 Joan Friedlander When I returned from vacation in April I found myself in a complete funk, completely uninterested in getting back into the usual daily interaction with email and social media. The pull of the funk was so strong that there was no way I could override it. Further contemplation revealed a strong wish to stop typing [...]
Posted in Customer service, Email management, Productivity Tool, Success Tools, Time management Tags: Appointment Software, customer friendly practices, email, Productivity Tool, Time management, TimeDriver Comments OffJoan’s review – Choosing an Online CRM system
March 9th, 2010 Joan Friedlander In my newsletter article, “5 Important Steps to Build an Effective Follow-Up System,” I talk about the Customer Relationship Management (CRM) systems I’ve been testing out in order to strengthen the effectiveness of my follow up with leads, prospects, referral partners and clients. I’ve duplicated the Resources section of this newsletter here, with more detail.
Posted in Customer service, Marketing, Time management Tags: AWeber, Batchbook, CRM, customer relationship management, online resources, virtual business Comments Off
