Save LinkedIn Messages as Salesforce Activities

One of the big reasons to maintain a full-fledged CRM, rather than a simple address book, is the ability to track activities. Activities include emails, phone calls, meetings – interactions that happen over time. This helps everyone on the team understand the status of a sales contact, and the story behind it. CRM companies like Salesforce have […]

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Getting That Email About a Competitor

Have you seen these guys? I get emails all the time from people asking that question. I just got one this morning from an advisor.  If you have a startup, I’m sure you get them too.  No matter how seasoned of an entrepreneur you are, your first reaction is always to cringe. They’re just not fun […]

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Your Most Valuable Customer is Not Who You Think It Is

“If you don’t have a button for your customers to click that gets you the next customer, each customer is just as difficult to get as the last”- David Barrett, CEO of Expensify There is no activity that is more valuable nor has a higher return on investment than creating evangelists for your product. Evangelists […]

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The 13 Pieces of Advice that Saved our Company

“You suck, your product sucks, your market sucks but we like the team”-  Jason Bailey, Founder – East Side Games At the time I heard this, I didn’t appreciate what this actually meant.  It was also tough to take seriously because Jason had just got done mooning someone four minutes after I met him.  When […]

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This Valentine’s Day: A CRM For Your Love Life

Online dating can be a great way to meet your soul mate. If you’ve ever logged on to a site like you’ve probably noticed that the options are endless! The sheer amount of prospects can be quite overwhelming. With so many leads and interactions it’s crucial to stay organized. How else can you properly […]

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How I Live in San Francisco for $41/day

Our plan was to go after enterprise customers when we reached our target retention levels of 30%.  The team did a great job of getting us there and now it’s my turn to fulfill my end of the bargain with getting enterprise customers.  San Francisco has the largest concentration of our most qualified customers for […]

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