Getting Things Done (GTD) is a productivity method developed by David Allen that is designed to help you get organized so you can be more productive. It’s a system with the end goal to free your mind of unnecessary distractions so you can use it to focus on the task at hand. One of the many reasons people love using Daylite is because it supports the GTD system. Daylite was designed with the same principles in mind as GTD and that is to get everything out of your head and into a system that organizes your thoughts and goals so you can be present and focus your attention on the current moment. This allows you to be more productive with your time. Continue Reading >
Marketcircle’s second Fitness Challenge is complete and the results are in. We extended the length of this challenge to span across 5 months and switched up the rules this time around. The focus of this challenge was to help get each team member pumped about reaching their own goals. Rather than comparing measurements, weight, or strength, we gave each contestant the responsibility to track their own progress. We began the challenge by each writing down 2 goals we wanted to accomplish each week, 2 goals we wanted to accomplish by January, and 2 goals we wanted to accomplish by the end of the challenge. Continue Reading >
Separating your clients into an “active” bucket and “inactive” bucket allows you to differentiate between clients that you are currently doing business with (or have done business with recently) from the clients you haven’t had any contact with. You can view your inactive client list as either a potential list of people to get in touch with and convert back to active clients, or maybe just keep on the back burner depending on the nature of your business. For someone in financial services, it makes sense to try to get as many inactive clients back into the active bucket. For a photographer, having a long list of inactive clients is fine, and just means they won’t be needing your services for a while. You’ll still want to keep them in your database as clients, but want to separate them from your active client list.
CRMs are great when you use them correctly. They work best when you can use the information you capture. The truth is, sometimes we forget to capture all the right information. Whether it’s because we’re human and we get distracted, or we’re just not disciplined, it occasionally happens that you miss out on important information. You get distracted after a phone call and forget to write down something important from that conversation with a client. Or you leave a client meeting and forget to enter in their phone number.
The information you use from your CRM is only as good as the information you capture. If you’re not capturing important client information, you’re throwing away opportunities to leverage that information. This is why it’s so critical to make sure you’re entering all the right information about your clients in your CRM so you can use it later. Continue Reading >
CRM (customer relationship management) is a system for managing interactions with current and future customers. The goal is to improve relationships and customer service. The system involves using technology to automate processes, analyze data, and implement strategies that maximize growth with each customer.
Aside from being built specifically for the Mac, there are four key features that separate Daylite from other CRMs. Continue Reading >
With everyone being bombarded with emails on a regular basis it becomes even more important to speak directly to your customers. People don’t want to be spoken to as if they are all the same. This is why it is so important to segment your customers. Customer segmentation allows you to group your customers by common problems, demographics, buying habits, interests, etc. This way you can send targeted emails that are more likely to peak their interest. Continue Reading >
Getting an overload of emails is bad enough. Getting an email and trying to remember the context of it is even more of a time waster. People send emails all the time that assume you know what they are talking about.
“Can you send me over some of those ideas we discussed in the meeting last week?
You think to yourself “Hmmm what did we discuss exactly?” or “We had a meeting last week?” You then waste time searching through past emails in your sent box or look through notes you may have written down on a piece of paper, wherever that is. Rather than wracking your brain trying to remember, try using Daylite along with some helpful workflows to help jog your memory. Continue Reading >
Think back to when you first had your idea to start your business. Were you excited about getting new clients? Motivated to show the world your talents and ideas? Inspired to go out and change the world?
These are exactly the thoughts you should be having when you start a business. You should be focussed on the fun and exciting new opportunities that come with being your own boss. Chances are, what wasn’t on your mind was how you’re going to invoice clients and manage payments. Let’s just take a shot in the dark and assume that invoicing isn’t most people’s favourite job. It’s probably not even something you considered at all when starting your business. Regardless, it’s something that needs to be done if you want to get paid, and if done manually, can take up a lot of your day. Continue Reading >
As 2014 comes to an end, celebrate by preparing for the New Year. Take this opportunity to set new goals that will excite and challenge you as you move your business forward. Setting goals is a fun time to get ramped up about taking your business to the next level. Review what has worked out well for your business, and throw out anything that has held you back. You’re worth too much to be bogged down by things that don’t work and that don’t help you progress. Human beings and businesses need to grow. Continue Reading >