Strategy
How to Run a Mid-Year CRM Health Check
A mid-year CRM health check for UK small businesses: nine checks across data, pipeline, automation, and reporting that fix problems before they compound.
Zubair Hasan 10 min read Tag
Small business
18 articles tagged with "Small business"
Zubair Hasan 10 min read Tools & Tech
How to Integrate Your Calendar With Your CRM (And Reclaim Your Scheduling Time)
How to integrate your calendar with your CRM so meetings, reminders, and follow-ups land in one place. Practical setup steps for small UK businesses.
Gareth Clubb 11 min read Getting Started
CRM Onboarding Process: A Guide for Small Businesses
A practical guide to the CRM onboarding process for small businesses, covering planning, data, training, and adoption in your first 90 days.
Zubair Hasan 12 min read Productivity
How to Manage Client Tasks and Deadlines in Your CRM
Learn how to manage client tasks and deadlines in your CRM so nothing slips through the cracks. A practical guide for UK small businesses.
Jonny Rowse 7 min read Data & Reporting
How to Build a Client Health Score in Your CRM
Learn how to build a client health score in your CRM to spot at-risk clients early and improve retention. A practical guide for small businesses.
David White 10 min read Business Growth
How to Use Your CRM to Improve Cash Flow
Learn how to use your CRM to speed up payments, reduce late invoices, and keep cash flowing through your small business.
Jonny Rowse 6 min read Data & Reporting
How to Measure Client Lifetime Value in Your CRM
Learn how to calculate and track client lifetime value in your CRM. A practical guide for small UK businesses to identify top clients and grow revenue.
Gareth Clubb 8 min read Strategy
How to Set Q2 Goals in Your CRM That Your Team Will Actually Hit
Set Q2 goals in your CRM that your team will actually hit. Practical steps for small businesses to align targets, track progress, and finish the quarter strong.
Jonny Rowse 10 min read Marketing Automation
How to Automate Lead Capture with Your CRM
Learn how to set up automated lead capture in your CRM so every enquiry is logged, tagged, and followed up without manual effort.
Gareth Clubb 9 min read