5 Minute Setup

5 Minute SetupAug 27,2016

Sending your first invoice is easy and free! Define your settings for how you want to get paid (one time only) Create your invoice / quote / credit memo First, visit your Accounting Setup Page at http://swiftcloud.io/accounting/settings. In the top right, set a payment method – we recommend Paypal to start… Next, on the left side, Read More…

Security Upgrade – Webforms Generator

In order to reduce spam and enhance security, we have just added a powerful and easy new feature to SwiftCloud’s Website Forms Generator. It is “domain-based authentication”. This will reduce spam and improve the security of your and our systems. It’s easy! This ensures that only your domain can fill out your web forms, which Read More…

Metrics That Matter

Metrics That MatterDec 17,2015

I recently read http://techcrunch.com/2015/12/15/how-to-run-your-company-based-on-metrics/ – How to Run Your Company Base On Metrics – a useful overview for any company. When I was in sales, I became a believer in metrics, and living by them. You probably know your weight, within a few pounds. You probably know your bank account balance, within a small range. You Read More…

Sales Jedi Mind Tricks

Any sales pro worth their salt has surely studied Tom Hopkins list of dirty words you should never use, SPIN selling to implication, and other fun ways to make choosing your service or product the inevitable and natural conclusion of a gentle conversation – a far cry from the 80’s style ABCs – Always Be Read More…

How to Edit Email Signatures

Templates allow you to use the variable {signature} in them, and thus have a company-wide template that is customized to each sales rep. This short video will show you how to customize your own signature.

Automation & Email Templates

Email Signatures…  

help-opportunities

help-opportunitiesSep 25,2015

Sales Automation System Training

One of the common mistakes people make when designing sales automation systems is conflating “statuses”. Before getting into actual button pushing type sales automation training, you’ll get better results from your CRM if this is clarified by the CEO, sales manager, etc. I write “statuses” in quotes, because one recent sales process given to us by Read More…

Small Business CRM Options for Automation

There’s a big problem with most of the small business CRM options out there: they rely heavily on human input. This means more work, and it’s prone to failure and errors. SwiftCRM is different. We believe in automation – software that actually does the work for you whenever possible. Every small business is generally stretched Read More…