Posts Tagged ‘Zapier’

54+ Pieces of Technology All Tech Smart Bosses Should Have In Their Business Tech Stack

Each week we name a software or service as our Tech Smart Boss Cool Tech of the Week in our newsletter.  Not because they pay us or to put in an affiliate link, but because I […]

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Episode 48: How to Scale and Automate Your Business (Without Losing the Human Touch)

A large part of being a Tech Smart Boss is being able to use technology to scale and grow your business in ways that have been limited to only big businesses in the past. But we […]

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Episode 47: How to Leverage Lead and Customer Data Enrichment to Improve Your Small Business Marketing

In a couple of the last episodes, we talked about the importance of lead and customer segmentation, so that you can target people with the right message at the right stage. There are services out there […]

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How I Used FieldBook To Set Up A Customer Referral Engine For My Business

One of the most powerful sales tools you have are positive referrals and testimonials by your existing customers. But one of the most challenging things in business is how to ask and collect feedback from your […]

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How to integrate Kayako with Slack (Advanced Zapier Tutorial)

We use Slack as the central hub for all our communications, so it’s critical that something like our Customer Support system is well integrated. HelpScout has an awesome Slack integration, but during our migration to Kayako, […]

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Episode 41: How To Buy Software For Your Business (The Tech Smart Boss Way)

Most businesses stay in old, outdated business software way too long.  It gets comfortable, it gets too hard to replace, and in many cases, you just don’t spend the time to research what may work better for […]

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Episode 40: The Negatives of Leveraging Cloud and SaaS Technology In Your Business

All I do is talk about the benefits and how you can grow your business better and faster using modern technology.  Well in this episode I’m going to flip the script and talk about the negatives […]

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How-to Use Lead Score by Zapier to Enrich Your Data (With Drip to HubSpot CRM Example)

More information about your leads are always better than less right? Absolutely! That’s why I was really excited to see the new Zap from Zapier called Lead Score. Lead Score takes an email address and searches […]

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Episode 38: How to Set Up A Framework for Marketing Segmentation (The Tech Smart Boss Way)

Are you making sure your leads and customers are getting the right targetted message, at the right time? Unless you have a framework for segmentation, probably not.  In this episode, I go into the reasons for […]

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How-to Get Started With Zapier (with a Drip to HubSpot CRM Example)

I have 3 key qualities I look for before I call something a “Tech Smart Boss Tech App.” They are: Easy – something the entrepreneur can do themselves Affordable – ideally a free tier Increases your […]

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