What is a CRM?

The acronym CRM stands for customer or client relationship management.  In the early days of automation, busy professionals looked for ways to expedite critical but tedious tasks and get rid of paper address books, calendars and rolodex files. Computer savvy folks replaced those antiquated paper systems with spreadsheets, database tools, word processing, and email  software.

As the digital business environment became more competitive, software developers saw an opportunity to meet consumers needs with a single integrated system to handle all of those needs. The CRM was born!

 

Introduction

I'm Mike Harris, founder and managing member of Smart Money Network, LLC.

What I do in the simplest possible terms, is help business owners and professional advisors find their best prospective clients and help them start conversations that convert them to clients, . . . at scale.

The idea is simple and hasn't changed much in thousands of years. The definition of commerce is the exchange of goods and/or services  or anything else of value. The process however, is complicated by the nuances of human psychology and behavior.

Marketing VS Sales

There is a huge misunderstanding in the minds of many business owners and other professionals about the processes involved in converting products, property, or services to revenue.

The same disconnect is true of many other critical business objectives that involve influencing the decisions of others to take any desired action.

To successfully market, then sell any product, service, or idea you must fully understand and apply the principles and psychology of the decision-making process.

People who don't want to invest thirty years figuring it out, hire me to do it for them. If you want to learn more go to

 

Prospecting at Scale

Today's digital business environment is an incredibly noisy place.

On one hand it has leveled the playing field such that small companies can win against much larger competitors. But its still a challenge to be heard above all the noise.

If you are selling a big ticket product or service (over $1,000) you generally have to engage about 100 prospects to get one new client. On average, it takes six to twelve touch points, often over several months to convert a prospect to a paying customer.

So, how does a small business owner make the time to do all- this prospecting and still be able to deliver the product or service.

It's really simple. You must automate as much of the process as is possible, practical, and smart. Make no mistake. People do business with people they know, like, and trust. Building "KLT" at scale requires smart automation.

 

VCITA

The first of four videos shared on this page is from the first day of the workshop that was held from July 6 - 8, 2021. It's approximately one hour in length and briefly discusses strategies for growing your visibility and influence on LinkedIn. It also includes a demo of VCITA, a tool I have used since 2013 to engage my target audiences and run a substantial part of my marketing.

I highly recommend it to anyone who wants a very capable, low-cost solution. It has the functionality of an integrated appointment scheduler, calendar, and contact manager. It will also handle all of your marketing automation, job estimates, quotes, invoicing, and payment processing. VCITA gives you all of this without the complexity of stitching together individual products.

VCITA is a perfect solution for professional service providers who serve a regional, national or global audience.

If, after watching Shira's demo presentation, you are interested in a FREE two week trial, I am happy to set it up and walk through how you might use it for your business. Pick a time that works for you at https://smartmoneynetwork.net/lets-talk.

Among many other things, I am a VCITA re-seller. If you decide to use VCITA, I will get paid. However, my primary objective is to help you in your digital marketing efforts. You need good tools to succeed, and I would welcome the opportunity to build a relationship.

Mike.