BatchBook (CRM by BatchBlue Software)
Relationships and Time – two assets that when managed well, can lead to incredible outcomes. I’m a big believer in using CRM (Customer Relationship Management) to track and advance sales discussions with prospects and clients. Through the years, I’ve used a half dozen leading CRM packages. Then earlier this year, I discovered BatchBook. Their web-based CRM is easy to use, tremendously powerful with a strong social media interface, and comes at a most attractive price. There’s even a 30-day free trial. If you’re thinking you can manage your business contacts on a spreadsheet or in Outlook, think again. It’s a whole new world out there and the prize goes to those who can maximize relationships AND time to drive amazing results.
Duct Tape Marketing/John Jantsch
When it comes to navigating the sometimes choppy waters of marketing and digital technology, John Jantsch is a true master in his field. He’s author of Duct Tape Marketing – The World’s Most Practical Small Business Marketing Guide and creator of the Duct Tape Marketing small business marketing system. As if that’s not enough, his blog is a Forbes favorite and his podcasts contribute even more to the best practice learning well. I’m a big fan of the book, the blog, the podcasts, and the DTM article archives – simply a wealth of great insight and information. AND if you happen to be a marketing professional yourself, take a look at the DTM Authorized Coach program. It just might be your most direct route to Retirepreneur income.
FreshBooks
FreshBooks is a web-based invoicing and time tracking system that saves you time, money, and anxiety about the financials. I’ve used that other popular package that starts with a “Q” – and while it’s a capable solution, I had some frustrations when it came to customizing screens, invoices and reports. Then came FreshBooks – one program that makes “bean counting” a breeze. I’m particularly fond of the expense tracking features. I’m spending less and getting more. Billing $300K or less? FreshBooks is your system. There’s even a free version for your first batch of clients.
GoToMeeting.com
Web conferencing is a very effective way to connect and advance discussions with clients and prospects. GoToMeeting is my choice because it’s powerful, it’s easy to use, and it won’t break my budget. Whether you’re on a PC or a Mac, you can quickly create email invites for up to 15 people and you’re off and running. You can even switch presenters at any point during your conference. Lots of great tutorials to get you started and there’s even a 30-day trial, so you can make sure it’s the right choice for you. Also, be sure to look at related offerings – GoToWebinar for larger online events and GoToMyPC, a great way to take your office with you anywhere in the world.
