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Lindsay Garrison

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President, Chief Problem Solver, On the verge, incorporated

30 points

Expert at implementing process-based CRM solutions to improve productivity, effectiveness, sales pipeline management and customer retention. Inbound Marketing Certified Professional.

ACT! Certified Consultant (ACT! CC), SageCRM Certified, ACT! Premier Trainer (APT), LeadMaster Partner, Swiftpage Email DMCC, QuoteWerks Business Partner.

June 9, 2011

Lindsay Garrison and 2 other people answered this question at this roundtable

How to Select the Right CRM for Your SMB [6/15 @ 11 am]

What are the most common pitfalls you've seen once organizations begin pursuing a CRM solution?

Something I see in our small and medium business engagements is management indifference. Frankly, it's all too rare for managers to devote sufficient bandwidth to research, planning, implementation, and change management during a CRM implementation. As Lori says, too often they don't fully participate in ... more

Dec. 9, 2010

Lindsay Garrison answered this question

What is a good size for a small business keyword portfolio?

There is no right size; it's most important to include key word phrases that have a realistic number of searches and level of difficulty that's achievable. When search terms are too broad, you'll have no chance of a high page rank.
You want to make ... more

Keyword Research

Keyword Strategy

Online Marketing

Nov. 15, 2010

Lindsay Garrison and 24 other people answered this question

Sales and Marketing 2.0: Does sales care about sales-marketing alignment?

What a great question and conversation! I think the push for alignment is largely driven by marketing, but its more reactive than strategic, As a CRM implementation consultant I see the fallout from this misalignment in many of the companies who engage us.
Salespeople need ... more

Sales and Marketing Alignment

Sales Management

Nov. 9, 2010

Lindsay Garrison and 4 other people answered this question

How do I grow and make money off of my website?

Hi William. I guess it makes sense to first define how "make money off of my website. There are some people who work to "monetize" their sites, meaning that they want traffic to the site click through a link to purchase a product or subscribe ... more

Oct. 4, 2010

Lindsay Garrison recommends this answer by Dick Wooden

ACT! 2010- purchase now, or wait for new release?

Nate
The 2004 version is missing a lot of usability and productivity improvements that are found in the last two versions - 2010 and the recently released 2011. The biggest benefits our clients have used in the later versions are:
1. Management dashboards - the ... more

March 22, 2010

Lindsay Garrison and 2 other people answered this question

Information required on affordable workflow tools for small business

What might be considered affordable and what constitutes work flow can be subjective, so consider this response in that context.
I've worked with Sales Automation Manager from CRMaddons. It is an ACT! add-on that provides the capability to design workflow stages, transitions, preconditions, actions, and so ... more

March 22, 2010

Lindsay Garrison and 1 other person answered this question

Are there any businesses trying equipment leasing?

I had always been hesitant to lease but have to say that it is working well for us. Leasing let's us keep our computer equipment up-to-date in a cost-effective manner.
My firm uses "mobile classrooms" to deliver on-site software training to our clients. We've leased ... more

Equipment Leasing

Small Businesses

March 1, 2010

Lindsay Garrison and 1 other person answered this question

What is the process for business incorporation?

While there are countless resources available online, I wouldn't discount speaking with an attorney before you make your decision. Based on my own research, if it had been up to me, I'd have incorporated as an S corp. I ultimately incorporated as a C Corp ... more

Financial Services

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