PandaDoc

JULY 7, 2025

That means things can get a little more complex, especially for small businesses/teams that don’t have a dedicated CRM admin. In short, Pipedrive wins on simplicity, but HubSpot wins on versatility, especially when your business grows. Your decision will depend on your business model and growth goals.

CRM 52

CRM e-Learning Small Business Marketing 52

ACT

FEBRUARY 20, 2025

In this article, well take a closer look at must-have sales negotiation skills and strategies for small businesses. The value of negotiation skills for small businesses Research shows that businesses with a systematic sales negotiation process experience 42.7 Dont be disheartened if youre not one of them.

Negotiation 52

Negotiation Small Business Profitability Sales 52

Hubspot Sales

MARCH 3, 2025

If you own your own business, youll want to keep track of quarters so you can manage your taxes. At the end of quarters, taxes are due for professionals who have earned money through freelancing, as small business owners, or through non-wage income, like retirement or health benefits.

Investors 66

Investors Government Construction Retail 66

Hubspot Sales

FEBRUARY 20, 2025

This flexibility allows small businesses to use the same products as leading enterprises without incurring the same bill, while major users benefit from economies of scale. Marketplace/Brokerage In direct-to-consumer ecommerce, a seller does business directly with the end-buyers of its products.

Retail 52

Retail Manufacturing eCommerce Investors 52

PandaDoc

JUNE 27, 2025

Frequently asked questions How does a CRM help small businesses? CRMs are great for small businesses as they help them stay organized, respond to leads quickly, and manage relationships with customers more effectively with their limited resources. Ready to see how PandaDoc can work for you? Request a demo today.

CRM 52

CRM Small Business Decision-making Software 52

Hubspot Sales

MARCH 10, 2025

Provides three key scores: Payment Index (0 to 100), Credit Risk Score, and Business Failure Score. FICO Small Business Scoring Service (SBSS). Used by the Small Business Administration (SBA) for loan approval. Scores range from 0 to 300, combining both business and personal credit history.

Suppliers 98

Suppliers Insurance Negotiation Finance 98

ACT

DECEMBER 18, 2024

Amidst these roadblocks, how do you set your business up for success? If youre just setting up a small business , you might store client data in a spreadsheet. This method works fine when you have a small team, and each project manager handles a single client. The key is to stay organised.

Client Relationships 52

Client Relationships Small Business CRM Decision-making 52

Hubspot Sales

DECEMBER 17, 2024

How AI Is Used in Payment Systems How AI is used in payment systems can vary from business to business and industry to industry. For example, small businesses may want to use AI to personalize the transaction experience, like suggesting new products to customers before checkout.

Artificial Intelligence 98

Artificial Intelligence Co-Creation Decision-making Small Business 98

Hubspot Sales

SEPTEMBER 4, 2024

Image Source Best for: Small businesses that use or plan to use other Monday.com products like Monday Work Management and Monday Dev, its project management software for development teams. What I like: The colorful interface makes it more pleasant to use.

CRM 105

CRM Software Software Marketing 105

MTD Sales Training

NOVEMBER 28, 2023

However, you can have several different heroes in mind so that you have one that works for the single mother business owner, the ambitious graduate, or the near retirement executive. Their problem was they couldn’t take their eye off the day-to-day running of a successful business to work on strategy or branding.

Sales 62

Sales Sales Training Decision-making Digitalization 62

LinkedFusion

JULY 15, 2025

B2B sales outreach requires tailoring your communication for different segments: Decision-makers vs. influencers Small businesses vs. enterprise companies Technical roles vs. non-technical roles Writing Personalized Messages That Resonate with Your Audience The way you craft personalized messages determines how likely prospects are to reply.

B2B 40

B2B Communication Decision-making Small Business 40

MTD Sales Training

MARCH 6, 2023

The free plan is available for teams of 15 or fewer, making it an excellent choice for small businesses. The free plan is available for teams of 10 or fewer, making it another good choice for small businesses. Google Contacts Similar to Microsoft Forms, some teams use Google Contacts as a free CRM solution.

CRM 62

CRM Software Software Small Business 62

Envisio

MARCH 26, 2025

Case studies: Strategic planning processes in action Washington County, OR Managing grant funding through ARPA dashboard Washington County built a public dashboard to show how $117M in ARPA funds are being invested in priorities like broadband, small business support, and public health.

Government 52

Government Leadership Decision-making Organization 52

MTD Sales Training

JUNE 26, 2020

I recently wrote this guide on 7 ways to improve Health and Safety for small businesses. I know you have a number of small businesses that you deal with. Try something like this: “Thanks for your time today, John. It’s a collection of the most common mistakes companies make when dealing with health and safety.

Suppliers 62

Suppliers Advertising Sales Training Small Business 62

Hubspot Sales

MAY 16, 2025

How AI Agents Are Revolutionizing Businesses How to Use AI Agents in Your Business Examples of AI Agents for Business Should your small business invest in AI agents? AI agents are shaping the future of business. Should your small business invest in AI agents? What is an AI agent?

Procurement 52

Procurement Small Business eCommerce Decision-making 52

Hubspot Sales

MAY 8, 2025

Because Boston Tree Preservation has been in business since 1977, Laconi was confident the business would continue to succeed. Upper Park Disc Golf As a small business owner, I think its important to recognize there are plenty of reasons entrepreneurial acquisitions are an attractive path to business ownership.

Acquisition 52

Acquisition Innovation Investors Profitability 52

MTD Sales Training

NOVEMBER 23, 2021

Monetary and fiscal stimulus will help cushion the economic blow, but consumers and small businesses are going to need more help to endure this crisis.” . • Do be future-focused Ron Temple, head of U.S. He may have been referring to the US market but, globally, we will see a slower return to our usual sales patterns.

Meetings 62

Meetings Sales Sales Training Decision-making 62

SalesGlobe

JUNE 9, 2025

An example of this is a financial services company that maintained separate “Commercial Banking Specialists” and “Small Business Specialists” roles based on a decade-old system, despite the fact that these specialists were now handling identical client portfolios.

Acquisition 52

Acquisition Organization Innovation Future of Work 52

Hubspot Sales

DECEMBER 10, 2024

Imagine if you could pinpoint when youll have the cash flow to hire another employee, or how a supply chain disruption would affect your business. As a small business owner, Im not a financial expert and I cant predict the future. AI Financial Forecasting Tools for Small Businesses and Startups 1.

Finance 52

Finance Decision-making Supply Chain Small Business 52

SalesGlobe

JUNE 9, 2025

An example of this is a financial services company that maintained separate “Commercial Banking Specialists” and “Small Business Specialists” roles based on a decade-old system, despite the fact that these specialists were now handling identical client portfolios.

Acquisition 52

Acquisition Future of Work Organization Financial Services 52

Hubspot Sales

JANUARY 8, 2025

But if youre feeling 100% ready to give it a try, here are a few tips I can offer on behalf of Sean Muccio, Small Business Account Executive at HubSpot: 1. Be constantly curious. Seans biggest piece of advice? Be genuine when youre asking a customer questions, he revealed to me.

Sales 113

Sales Decision-making Negotiation Sales Environment 113

AchieveIt

MAY 12, 2025

A local county government is grappling with a critical issue: small business owners face long delays when applying for permits through an outdated and confusing website. In response, a project manager crafts a strategic plan to modernize the permitting processcomplete with clear goals, timelines, and required resources.

Government 52

Government Leadership Communication Decision-making 52

Insightly

DECEMBER 4, 2024

They lack reporting and analytics: Without the robust reporting features of a CRM solution, it’s almost impossible to monitor business results, analyze sales performance, and identify trends in customer engagement.

CRM 52

CRM Decision-making Small Business Software 52

ACT

APRIL 9, 2025

Meet Jake, a sales rep on his way to meet a potential client. Before walking in, he pulls out his phone and opens his mobile CRM app to review the clients purchase history , past interactions, and any unresolved issuesall in real-time. With the latest insights, Jake personalises his pitch and moves the deal forward.

CRM 52

CRM Decision-making Meetings Software 52

The Great Game of Business

JUNE 27, 2025

If you're running a small business, the word “growth” is probably always on your mind. You've got passion, grit, and a great idea, but sometimes, translating that into consistent, sustainable small business growth feels like trying to solve a never-ending puzzle.

Small Business 59

Small Business Business Growth 59

Hubspot Sales

MARCH 25, 2025

In fact, many AI tools are used by both small businesses and large, not to mention your personal life (Ill show you how later). The steps are: Receiving the input. Perceiving the information. Processing the information. Providing the output. AI agents are not something to be daunted by. I gave the chatbot an input.

Decision-making 52

Decision-making Sales Healthcare CRM 52

Nutshell

FEBRUARY 4, 2025

Nutshell is an all-in-one CRM designed to help small businesses close more deals, no matter the industry. Try Nutshell CRM to elevate your agency sales We hope this article helped you to come to an informed decision on the best type of CRM system for you. While youre weighing your options, consider Nutshell.

CRM 62

CRM Onboarding Decision-making Software 62

Insightly

JANUARY 29, 2025

Limited customization and reporting : In lower-tier plans, customization options are more restricted, which can hinder businesses with complex sales processes. Advanced reporting features are also limited to higher-tier plans, making detailed insights less accessible for small businesses.

CRM 52

CRM Decision-making Software Software 52

Hubspot Sales

MARCH 7, 2025

Every time I talk to other small business owners or hop on LinkedIn, I hear the same refrain. Its a tough time to be a startup or small business 81% of small business owners say theyre worried about how the economy will affect their business. Its getting harder to find new customers.

Marketing 59

Marketing Small Business Media e-Learning 59

Nutshell

JUNE 26, 2025

If you’re a freelancer or small business owner, you know this pain all too well. FreshBooks FreshBooks is a popular accounting software designed specifically for small businesses. Harvest Harvest is a time tracking and invoicing software designed for freelancers and small businesses.

Small Business 110

Small Business CRM Software Software 110

ClearPoint Strategy

JUNE 12, 2025

It’s "free for personal use, making it an attractive option for individuals and small businesses." It’s "highly regarded for its user-friendly interface and robust data visualization capabilities." One of its biggest draws? This accessibility, combined with its power, explains why "its popularity is growing rapidly."

Software 52

Software Software Decision-making Artificial Intelligence 52

Groove HQ

NOVEMBER 5, 2024

As a startup or small team, it’s often impossible to get to all the emails you receive within a reasonable timeframe. Technical issues that require follow-up with another department fall to the wayside, and are […] The post How To Provide Better Tech Support for Your Small Business (6 Tips) appeared first on Groove Blog.

Small Business 98

Small Business 98

Hubspot Sales

JANUARY 3, 2025

If youre like me, youre an entrepreneurial spirit who wishes to have her cake (business) and eat it too (turn a healthy profit). The small business owners I've seen succeed shared two traits: resilience and a willingness to learn and take action. Perhaps with the Small Business Association or a bank in your area, Johnson says.

eCommerce 52

eCommerce Small Business Investors Finance 52

Hubspot Sales

MARCH 14, 2025

David Hunter, the founder of Local Falcon , also agrees that ethics in business mean being upfront with people, even if it makes you uncomfortable. Early on, I worked with a small business that wanted quick results from SEO.

Supply Chain 85

Supply Chain Investors Stakeholders Decision-making 85

PandaDoc

NOVEMBER 13, 2024

“When we did our price analytics, we discovered small businesses were most sensitive to pricing, and larger companies were less sensitive to price but cared more about features our software offers and supports.” ” David Kemmerer, Co-Founder and CEO CoinLedger , says.

Profitability 52

Profitability Acquisition e-Learning Decision-making 52

Hubspot Sales

FEBRUARY 26, 2025

Boosts Efficiency As a small business owner, Im bad about putting off tasks that need to be done as soon as possible. When you factor in supply, demand, other variables, and historical data and trends, you can make educated predictions about future sales and how quickly your inventory will dwindle.

Supply Chain 59

Supply Chain Decision-making Software Software 59

Planview

MARCH 24, 2025

Are enterprise customers requesting different features than small business customers?” ” Roadmapping and Prioritization “As a product manager planning our next quarter, analyze our roadmap items by business value, effort, and dependencies to suggest an optimal sequencing.”

Management 69

Management Decision-making Stakeholders Prioritization 69