Connectably Blog

September 22, 2021
7 simple time-saving business automation examples without set up stress

When we think of automation in business it's often marketing automation that we think of first. But not all business automations have to involve lengthy sequences of email marketing. Some of the best time-saving business automation examples can be quick, automated responses to an action your prospect or client has taken, or can involve services […]

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August 25, 2021
[Video] 6 practical tips for choosing the right CRM and email marketing for small business

This post features a systemisation video training on 'CRM and email marketing for small business' including measures of customer success, the crusade you face for your prospect's attention, and a buyer's checklist. Connectably partners with small and large businesses that make a positive difference to the lives of small business owners. One such business is […]

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November 16, 2020
Xero CRM provider comparison: review of 4 of the best from the Xero App Marketplace

Nobody had ever really undertaken a Xero CRM provider comparison. This article is our balanced view at putting that right. You, like us, are a Xero fan and user. We recognise that when it comes to choosing a CRM product that integrates with both your Xero account and accounting workflows that you have a sometimes […]

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October 30, 2020
7 steps to sales and marketing systemisation

Growth Moves podcast interview Rob Tyson was introduced to me by a prospect in early 2017, at around the time that I first had the idea for what Connectably has become today. So he's seen our journey and gradual refinement of our positioning, and has always been a great sounding-board for thoughts and advice. I […]

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July 3, 2020
Stop making these 5 costly email marketing mistakes

Pound-for-pound invested, or hour-for-hour spent, email marketing is the most evergreen, hard-working, engagement-building marketing medium for services-based small businesses. You can spend weeks and months of your business life engaging on social media, writing blog posts, hand-crafting videos, or drinking stale coffee and eating limp bacon sandwiches at tiresome networking events, but none of those […]

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March 14, 2020
Get more out of Xero

“I really want to use Xero more. I don’t think I’m using it to its full potential” Xero users everywhere Sadly you don’t live in a world where you can do weekly reviews and planning with your accountant to always benefit from the power of Xero. The dirty little truth of Xero is that whilst […]

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January 17, 2020
CRM Checklist:
How to choose a CRM for Xero

So you're here because you're reviewing options to buy your first CRM? Or perhaps to change CRM from one that's not quite working for you. Or maybe to help somebody you know to do so. Well, you've come to the right place with this CRM checklist. Perhaps you're already aware that you're at a pivotal […]

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February 28, 2019
Marketing automation formats [video]

#SmallBusiness60: Episode 10 Let’s talk about marketing automation formats. The most common perception of marketing automation is email. It’s a cheap and  accessible format, and accounts for the majority of marketing comms today. There are actually a few types of email you can use in your marketing: Sequenced, automated email is often referred to as […]

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February 27, 2019
Marketing automation and next desired action [video]

#SmallBusiness60: Episode 9 Once you’ve got your contacts database segmented into relevant groupings of contacts, the next logical question is "how do you then follow up?" Above all, how do you do so without creating chaos? A CRM system that combines email marketing with contact list segmentation is at the core of any marketing automation […]

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February 26, 2019
Simplifying list segmentation [video]

#SmallBusiness60: Episode 8 When it comes to storing relevant information about contacts on your contact database, list segmentation is the place to start. Yet, search for 'list segmentation' on Google and you'll find millions of results. Segmentation is one of the key parts of CRM. Simply put, list segmentation means treating different contacts in your […]

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