We annually review our data in our CRM to see if the data is accurate, dedupe, merge records, and look for bad behavior from our integrations and our staff that touch it. Does anyone have any best practices to share on cleaning up your data so that it can be used by your marketing automation tools?

Keven Ellison

March 8 at 11:04pm

Hi Martin, we've had mixed results trying to outsource projects to other partners. It's tough to certify the quality of anyone else's work. You could post something in this group that outlines what you're looking for (what kinds of projects, target budget, how much volume, etc) and I'm sure you'd get some interested parties to reach out to: https://www.facebook.com/groups/732402100281543

Martin Bredl

December 21 at 07:19am

Hey  Dale Pease ! I'd agree here - it sounds like HubSpot would be a great fit for capturing new leads and guiding/educating (and of course tracking) them through the sales process, then connect HubSpot to your current CRM for all of the operational stuff.

Connor DeLaney

October 22 at 01:32pm

I know this wasn't a "typical summer" but I'm curious to see how many leaders we have in here that took some time off this summer. Now that September has just started, I want to know who is geared up to take their business to that next level!Is that you? If it is, I'd love to hear why....it's time to brag, so go all out in the comments!

Mark Baratto

September 2 at 07:46pm

Friends, feeling bogged down with HR issues as of late. We are a team of 9 so we can't afford to hire a full-time HR person on staff. Does anyone have or know of places that offer contract or fee based work? Or have job sharing so they can work with multiple clients? THANKS!

Kaitlyn Pintarich

June 24 at 05:19pm

We have been in business for over 25 years, and have 50 franchises across the country. The problem, frankly, is out of those 50 franchises, only a handful are operating where they should be. We are working on that (using a lot of what I am learning here.) But, we are starting to think about selling more franchises again (we pretty much stopped selling locations 10-15 years ago.) But, one of the big things we want to do is learn how to find better buyers. In the past it was pretty much, if they write us a check, then we'll sell to them.Our franchises are a great business to own, with a fairly low cost of entry, low overhead, and significant revenue possibilities, but most of our owners just aren't really that motivated to grow. What strategies do you all have to find the right buyers? The types of folks who really want to (and will) work hard to grow their business. Does anyone know of someone doing seminars/training on how to find buyers? To teach us better ways to get the right people excited about joining the team.Any thoughts would be appreciated. Thanks.

Dale Pease

June 7 at 01:49pm