Would a CRM Help Your Small Business?

by

David "Doogie" Levine

July 12, 2024

How's your sales process? And would it be better if your small business invested in a CRM? Customer Relationship Management tools are ubiquitous in big business, but when it comes to smaller organizations with smaller organizations, the cost of these tools may not justify adding more tech to the mix. Find out if your business need a CRM, the pros and cons of using one, and what to consider when you're shopping around in this webinar. Hosted by Doogie Levine, Entrepreneurs Forever facilitator and CEO/owner of IAS Business Coaching & Consulting; and Deborah Gallant, Sr. Program Manager at Entrepreneurs Forever.

Thank you, your submission has been received! You can download your resource below.

Download Resource Here

Oops! Something went wrong while submitting the form.

Heading

We bring owners together to bond, learn and get real about what it takes to build a thriving small business.

Join hundreds of owners who want to share their experiences, learn from each other and get better results from the businesses they run.

2 hours online per month.

Free to all participants.

Just for small business owners.

Groups facilitated by successful small business owners.‍

A collage of people on different video call windows.

Additional Resources

View more resources from Entrepreneurs Forever.

Grants for Small Business Owners: Can You Qualify?

Learn what it takes to compete for small business grants in this webinar with handouts to improve your grant applications too.

Deborah Gallant

November 8, 2024

Applying for Small Business Grants in PA and the U.S. (download)

Looking for a small business grant? Get organized with this tactical grant-application planner including resources for small business in PA and across the United States.

Deborah Gallant

November 8, 2024

Operations/Process

It’s Time to Write Your Business Plan. Here's How to Make It Easier.

Good news: your business plan may not take long to write! Check our list of small business plans and see which one you need for the goals you have now.

Deborah Gallant

Sales/Marketing

Creating Content For Your Small Business

How to use content to drive sales and business.

12 LGBTQ Business Resources in Pittsburgh and Beyond!

Check our list of LGBTQ+ business resources in Western PA and nationwide for info about Pride month and beyond. Great for allies, too!

Deborah Gallant

Sales/Marketing

Creating a Replicable Sales Process

Small business owners need to be able to manage their sales process in a standardized, repeatable way. Learn how in this lively and informative webinar.

Operations/Process

Pros and Cons of Using AI for Your Small Business

You've heard the promises and the warnings about AI for your business, so how should you proceed? We've got the answer and some best practices for you here.

Deborah Gallant

Operations/Process

Ready to Use AI for Your Small Business? Try These 15 Tools

Want to see how AI could help your business do more but not sure how to get started? Use this list of AI tools to jumpstart your journey.

Deborah Gallant

Attracting a Steady Stream of Ideal Clients

Deborah Gallant presents a 1 hour webinar to help small business owners focus directly on how to bring in more of their ideal clients for sales success.

Deborah Gallant

Metrics That Matter: Understanding Your Google Analytics.

Deep Dive Webinar- Metrics That Matter: Understanding Your Google Analytics

Maria Elena Duron

Small Business Requirements for Certification as a DBE

Are you eligible for certification as a minority-owned business or woman-owned business? Here's the criteria you'll need to meet and how to get started.

Deborah Gallant

Who Is My Ideal Client?

Yes, you can sell your products or services to ANYONE. But who is your absolute IDEAL client? Join us for this quick webinar with real small business owners who figure

Deborah Gallant

Documents Needed for DBE Certification

Before you start the DBE certification process, get prepared! This is the list of documents and information you'll need to supply when applying in Pennsylvania.

Deborah Gallant

Getting The Most Out Of Your Financial Professionals

Working with Financial Professionals: Entrepreneurs Forever Deep Dive for Small Business Owners

February 26, 2024

Operations/Process

How to Certify as a Disadvantaged Business Enterprise in PA

Essential information for becoming a certified Disadvantaged Business Enterprise (DBE) in Pennsylvania area, including what you'll need and where and how to proceed.

Deborah Gallant

February 22, 2024

Want to Sell Your Small Business Someday? Five Strategies to Implement Now.

One day, you'll exit your business. Whether you opt to sell your business or pass it down to a member of your family or team, work on these five strategies now.

February 12, 2024

Operations/Process

Business Lifecycle Forever Forward Webinar

Every business goes from founding through predictable phases of its lifecycle, as outlined by Ichak Adizes.

Katie Outon McMahon

February 9, 2024

Sales/Marketing

Forecasting the Year Ahead: Small Business Webinar by Entrepreneurs Forever

Eli Santiago of Alpha Savings Consultants helps you apply your previous years’ business income and expenses, and guides you through market factors.

Deborah Gallant

January 22, 2024

6 Situations When You'll Need to Know the Value of Your Business

How much is your small business worth? In these six situations, you'll need a specific dollar amount when asked your valuation or the value of your business.

January 16, 2024

10 Essential Resources for Small Businesses in Pittsburgh and Western PA

When you're looking for small business grants, loans, or simply advice and support, start with this list of FREE resources in the Pittsburgh and Western PA area.

Deborah Gallant

January 9, 2024

Should You Certify as a Minority Business Enterprise?

Woman business owners and minority business owners may be able to certifying as a minority business enterprise. But will DBE certification benefit your small business?

Deborah Gallant

January 9, 2024

Operations/Process

Can You Make Year-Round Profit from a Seasonal Business?

What if you could turn your seasonal business's income into year-round cash flow? It is possible, if you use the right strategy. Start by reviewing these three tips.

Deborah Gallant

January 3, 2024

Operations/Process

What's the Best Insurance for Your Small Business?

We asked an expert to explain the best insurance coverage options for different types of small businesses and answer a few questions too. Here's what we learned.

Deborah Gallant

December 19, 2023

Operations/Process

Small Business Insurance: How to Select an Agent

Small business insurance varies across businesses and industries, but a good insurance agent can ensure you get exactly what you need. Here's how to find that agent.

Deborah Gallant

December 5, 2023

Operations/Process

Current Small Business Cyber Crime Threats to Watch

Small businesses are seen as easy targets for cyber crime but you don't have to be a victim! Start by familiarizing yourself with this list of current and common threats.

Deborah Gallant

December 2, 2023

How to Use KPIs to Reach Your Small Business Goals

KPIs are essentials for tracking your business's progress toward reaching a goal. Download a free KPI tracker and learn how to use KPIs to help your business grow.

Deborah Gallant

November 7, 2023

Sales/Marketing

Want More Sales? Try the 4 P’s of Marketing for Small Business

Sales feeling stale? It's time to reach for the four P’s of marketing Here's what changing up product, price, place, and/or promotion can do for your small business.

Deborah Gallant

October 13, 2023

Ready to Be an Entrepreneur? From Side Hustle to a Full-Time Business.

You love your side hustle so much that you want to make it your full-time job. But do you personally have what it takes to be a small business owner? Find out now.

Deborah Gallant

September 22, 2023

3 Methods for Calculating the Value of Your Small Business

How do you calculate the value of your small business? Find the formulas here, whether you're hoping to sell, apply for a grant, or set a baseline to track growth.

September 19, 2023

How Your Personal Credit Score Can Impact Your Small Business

Why does your personal credit score matter to your business? Amber Book of the Financial Empowerment Center answers questions and offers guidance on how to fix yours.

Deborah Gallant

September 8, 2023

Sales/Marketing

SWOT Analysis: Quick-Guide for Small Business

A SWOT analysis is a strategic process that helps you determine key areas for business growth and development. Download this guide to create one for your business.

Deborah Gallant

September 1, 2023

Operations/Process

How to Prevent Cybercrime at Your Small Business

It's true: small businesses are seen as some of the easiest and most frequent targets of cybercrime. Implementing these tips, however, can mitigate potential attacks.

Deborah Gallant

August 26, 2023

Sales/Marketing

Ideal Customer Profile for Small Businesses

Who's the ideal customer for your small business? Learn how to identify your ideal client here and download the free worksheet.

Deborah Gallant

Operations/Process

FAQs about Quickbooks for Small Business Owners

You have questions about using Quickbooks to run your small business. And we have answers. Check out these frequently asked questions and where to get more info.

Deborah Gallant

Operations/Process

Is Quickbooks Still Necessary for Small Businesses?

Check out this quick list of what Quickbooks can and can't do for your small business. Need more info? Watch the video with all the pros and cons, too.

Deborah Gallant

Operations/Process

Ask an Accountant: What Software Works Better Than Quickbooks for Small Businesses?

We asked an accountant: Quickbooks or other accounting solutions for small business? Her advice: see if one of these tools that you already have will work instead.

Deborah Gallant

Back to all Resources