Customers and sales
CRM or ERP: differences and which one your SME needs
Differences between a CRM and an ERP, where they overlap, what Spain's INE says about their use and how to decide which to start with without overspending.
Blog
Customers and sales
CRM, customer follow-up, loyalty and payments: how not to lose the people who have already written to you.
Customers and sales
Customers and sales
What a CRM is and when your business needs one
What a CRM is, explained without jargon, how many companies use one according to Spain's INE, what it needs in an SME and when you do not need one.
Customers and sales
What an ERP is and when an SME needs one
What an ERP is, what it contains, how many companies use one according to Spain's INE and how to tell whether your SME needs one or something lighter.
Customers and sales
Small-business sales KPIs: seven indicators and formulas
Seven sales indicators a small business measures in its CRM, with formula, worked example and what each one tells you. No invented benchmark figures.
Customers and sales
CRM for law firms: case files and conflicts of interest
What a CRM needs in a law firm: the case file as the unit of work, conflicts of interest, professional secrecy and hours, with the rule cited.
Customers and sales
First 30 days with a new CRM: a week-by-week checklist
What to set up, in what order and what to check in the first month of a CRM: clean data, real stages, minimal training, three automations and three numbers.
Customers and sales
CRM for private clinics and health-data protection (Spain)
What a CRM or diary must meet in a private clinic: health data, provider contract, security, retention and fines, with the articles cited.
Customers and sales
From Excel to a CRM without losing data: four steps
How to move from a spreadsheet to a CRM without losing data or stopping the business: what to clean, how to import and the most common mistakes.
Customers and sales
Customer journey map for small businesses: five stages
How to make a customer journey map in an afternoon with no consultancy: five stages, what to note in each, a one-page template and common failings.
Customers and sales
How to choose a small-business CRM: five criteria, one test
What to look for when choosing a CRM for a small business: your own stages, forecast, link to invoices, contact capture and pricing. With sources.
Starting is a call
Ask for a demonstration with your own case
With your business's data: your services, your products, your customers.
Book my callTell us what you repeat every week
And we tell you what can run by itself.
Book my callSee how your Google profile is doing
We compare it with the ones in your area and tell you what to improve.
Book my call