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 ‘Marketing’ 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 OffPromoter or Connector: Which Hat Fits Best?
November 1st, 2010 Joan Friedlander The idea of business hats is not new, but figuring out how to talk about the hats in a way that could apply to a variety of business situations and owners intrigued me. One such hat is the “promoter” hat, the one I thought would be a good hat to describe a certain set of personal characteristics, and their usefulness in the execution of several important business responsibilities, with marketing at the top of the list.
Social Media followers not Same as Subscribers
October 20th, 2010 Joan Friedlander Social Media “outposts” are an avenue through which to more easily stay in touch with people you know well (friends and fans) and to become visible to people you don’t know yet, or at all, to make that first connection with them. Furthermore, as Laurie pointed out, it is easier for people to “like,” “follow” and “link” than to give up a name and email address in exchange for a report, blog posts or a newsletter. Why?
Posted in Challenging Assumptions, Marketing, Priorities, Relationships, Social Networking 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 Off
