Categories
Entrepreneurship

Rebuilding A CRM: The Ultimate Guide to Streamlining Your Business with Airtable [Video]

Get ready to supercharge your business operations by building a crm! In this exciting video, I’ll take you on a journey to rebuild your customer management system (CMS) using Airtable. Whether your current system is outdated or just not working as efficiently as you need it to, this guide has got you covered. With step-by-step instructions and tools like Rome Research and Miro, you’ll learn how to streamline your information systems and take your business to the next level. Say goodbye to cluttered and disorganized data, and hello to a brand new, optimized CMS! So what are you waiting for? Let’s dive in and make it happen!🚀 Request a Consultation with us➔ https://www.optimizeis.com/mainAIRTABLE HELP🚀 Request a Consultation here➔ https://www.optimizeis.com/mainSign up for Airtable for Free➔ https://airtable.com/invite/r/YYUWaL1bGet an On2Air Product➔ https://on2air.com/?via=beenMY FAVORITE SOFTWARE🖥How I Built My Business (Airtable) https://airtable.com/invite/r/YYUWaL1b💌How I Communicate with My Remote Teams (Slack) https://slack.com/create#email📸How I Grow My YouTube (Tube Buddy) https://www.tubebuddy.com/optimizeis📈How I Make Business & Social Media Dashboards https://databox.com?fp_ref=optimizeis📩How I Set Up Email for Myself and Clients (ActiveCampaign) https://www.activecampaign.com/?_r=1RFUVNU3🎥GET MY GEAR⌨️Get My Entire Office➔ https://kit.co/bengreen/get-my-favorite-remote-tech-office-gear📚Get My Favorite Books➔ https://kit.co/bengreen/my-favorite-booksSAY HI🧪Subscribe to my YouTube ➔ https://www.youtube.com/channel/UCKzrQ_ne_qO7UoFk0yKq4lA?sub_confirmation=1👥 LinkedIn Page➔ https://www.linkedin.com/company/68158151/admin/🐦 Twitter ➔ https://www.linkedin.com/company/68158151/admin/📸 Instagram ➔ https://www.instagram.com/bengreen16/?hl=en📰 Facebook Page ➔ https://www.facebook.com/OptimizeISWHO AM I?My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:• Reliable automation frees countless hours• Streamlined workflows for better efficiency• Increase revenue by eliminating faulty and inefficient systems • Solutions suitable for non-tech savvy users• Done-for-you, customized optimization of all processes• Easy to use automation with little or no coding required• Optimizing your software stack eliminates wasteful redundancies*note: There may be affiliate links in this description or video*#bengreen #automation #optimizeis #airtable #zapier

Categories
Entrepreneurship

Do-It-Yourself Business Automation [Video]

Whether you realize it or not, there’s a shortage of developers out there. So, what do you do if you need to implement an action your current software doesn’t cover, like connecting to dashboards or other systems? Well, do it yourself!Tune in as Tom Gibbons, Owner of TG3 Solutions, LLC, presents Do-It-Yourself Business Automation and discusses:Open Application Programming Interfaces or APIsInstalling connections without a developerHelpful resources to save you time and money

Categories
Entrepreneurship

CapSavvy CRM : Automate your business to manage Sales, Leads, Customers & Services [Video]

CapSavvy CRM is a most affordable business automation tool, with loads of features, essential to carry out smooth business operations such as leads management, sales management, service management and team management. These features will automate business operations and provide easy access of data to sales and support team, so that the clients get better experience while dealing with your business. Few of the features are listed below1. Track Leads2. Daily Timesheet3. Work From Home4. Proposal & Invoice5. Mobile Friendly6. Customer Support7. Collect Payment8. Access Control9. Reports & Analytics10. Reminders & Email11. Create Custom Field 12. Knowledge Base13. Tasks Assignment14. Web To Leads15. Attach Documents16. Expenses Record17. Calendar & To Do18. Create Projects19. Collect Payment20. Access Control21. Reports & Analytics22. Reminders & Email23. Create Custom Field 24. Knowledge BaseCapSavvy CRM comprises of 12 modules for smooth running of all your business operations. These include; (1) Leads Management, (2) Sales Management, (3) Customer Management, (4) Project Management, (5) Tasks Management, (6) Expenses Management, (7) Contracts Management, (8) Support Management (9) Payment Collection, (10) Surveys Management, (11) Calendar management and (12) Knowledge Base. CapSavvy CRM is available and usable for all types of industries or professionals or service providers. CapSavvy CRM can be instantly implemented for following Industries of any sizes – from Individual Professionals to Home-managed Business Owners to MSME to SMEs to Large Enterprise to Conglomerate to Fortune 500 Companies