Live Case Study - Creative Analysis

I'm Natasha McCreesh

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from Pip To Grow Strong

 

I'm sharing my Power Pack journey - live as it happens!

I'm writing a series of short blogs sharing my experience as we work through the process of setting up Power Pack and more importantly, using it!

I started from a pile of disorganised business cards, now I am on the road to getting an all-in-one business system.

 

I'm implementing

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Power Pack, read about my journey...

I knew about CRM systems before I connected with Creative Analysis, in past employed life I had witnessed poor CRM implementations, at the time feeling like it was something else to administrate. I had also seen it as a sales tool and in my career I had tried to avoid being labelled sales, so you…

I wasn’t quite sure what to expect from our scoping session, I suspected it would be practical stuff like how many contacts, categories, a discussion about other tools I might want like invoicing etc. It was nothing like that! Paula asked me questions about my business that I hadn’t considered for a while, stuff like…

Ok, spoiler alert, it all gets a bit tech nerdy at this point! It also got a little tough going, don’t let that put you off though, it is all necessary, as shall be revealed…….. So if you read my first blog you will have seen the picture of the stacks of business cards and…

You might have heard a saying that refers to the length of time given to chop down a tree and how much of that time would be spent on sharpening the axe, the next stage of my CRM journey reminds me a little of that.   Paula had mentioned to me a Data Dictionary and…

I wanted to share a mini post about how using the system is already having a positive impact on my ability to connect with my clients efficiently and effectively. My business has grown over the last 12 months and I am blessed to have more clients than I did at this time last year. I…

So we’re going to get in a time machine now and go back to my training session with Paula, before Christmas card writing! The training session was focused on me observing while Paula showed me around the system, this was exciting for me because for a while I had only been using the email (head…

I’ve been steadily using Zoho CRM now for a couple of months, one thing that Paula and I touched on in my training session was other tools I may want to include in the future. From what I had learnt in my early conversations with Paula, Zoho Books could be a useful tool.   I…

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