Smart Software For Maverick Entrepreneurs

By: CreatorScripts | June 02, 2018

Below is a guest blog by Gene Marks, a CPA, author, columnist, and owner of The Marks Group. Gene writes every day on small business for The Washington Post; twice a week for Forbes, and weekly for Inc, & Entrepreneur.

Because my firm sells customer relationship management systems, we naturally deal with lots and lots of salespeople. Although I run my own business and I’m a certified public accountant, I consider myself a salesperson at heart. And we salespeople are an interesting lot.

Some of us like technology, others don’t. Some can sell just about anything; others are more specific in what they sell. Some I know are super-technical, while others are just more instinctive about their products. I’ve met great sa...

By: CreatorScripts | April 12, 2018

Below is a guest blog by Gene Marks, a CPA, author, columnist, and owner of The Marks Group. Gene writes every day on small business for the Washington Post; twice a week for Forbes and weekly for Inc, & Entrepreneur.

When considering a customer relationship management (CRM) system for one’s business, most people devote their time to evaluating an application’s features, cost, customizability, scalability, and how quickly it can be implemented. It’s all good and important stuff. But it’s not as important as something else: a look in the mirror.

CRM is not for everyone. For sure, a good CRM system, if implemented the right way, can benefit any business of any size and in any industry. But sometimes a company just doesn’t have the cul...

Category: Zoho CRM 

Tags: Productivity 

By: CreatorScripts | January 18, 2018

The future of bots is already here. As discussed in the previous two posts in this series, bots for productive collaboration and CRM teams are changing the way we communicate and work. In this final post, we’ll focus on the key areas of task automation and improved workplace collaboration, in the context of chatbots and slash commands.

 The Dark Social

 Dark social channels include messaging apps, email, and private browsing. If Facebook’s acquisition of WhatsApp is any indication, instant messaging platforms are quickly replacing social media apps and present manifold implications for the chatbot ecosystem. Conversational chatbotsthat can automate and integrate t...

By: CreatorScripts | January 17, 2016

Picture this. You are holding a bowl filled with your favorite flavor of ice cream. You love its sweet taste on its own, but then you spot toppings— hot fudge sauce, chocolate chips, cookies, caramel, nuts and of course cherries. You’re welcome to use any of these toppings to make your ice cream even tastier. Which will you choose?

 Just like ice cream sans toppings, we know that a CRM by itself is a powerful tool, but when you add smart features (toppings), you’ve got a CRM designed to make your life a little easier.

 With this in mind, let’s look at a couple of intelligent features that will save you time and make your job simpler and more productive.

Take a shortcut using Macros.

There might be a set of mundane tasks in record level tha...