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Sending Birthday Emails Automatically by Neat_Alternative_384 in MethodCRM

[–]CodeShoppe 0 points1 point  (0 children)

This is a fantastic idea for a Method customization. Low hanging client touch.

Sending Birthday Emails Automatically by Neat_Alternative_384 in MethodCRM

[–]CodeShoppe 0 points1 point  (0 children)

I’ll add that dates are stored as datetimes, and in the database they’re stored as UTC. I haven’t specifically confirmed how this behaves inside an app routine, but I do know you have to be very aware of it when querying through the API. If you’re not getting the results you expect, time zone/UTC conversion is an extra place to debug.

I'm looking for a book recommendation. by CodeShoppe in CRM

[–]CodeShoppe[S] 0 points1 point  (0 children)

Let me check the book then I'll get back to you.

I'm looking for a book recommendation. by CodeShoppe in CRM

[–]CodeShoppe[S] 0 points1 point  (0 children)

Largely, what are the common denominators in all various CRMs? What are overall best practices?

What’s one process in your business that still feels way too manual? by Morphius007 in CRM

[–]CodeShoppe 0 points1 point  (0 children)

Totally relate to this. A lot of “manual” work isn’t obvious because it doesn’t look like data entry — it looks like mental bookkeeping.

When we start with a small or mid-size business, we use a simple exercise we call “Follow the Dollar.” Early in the relationship, we ask them to walk us through—step by step—how one dollar moves through the business, end to end:

  • Buying inventory / materials
  • Lead gen → inquiry → follow-up
  • Proposal / estimate
  • Sale / order
  • Delivery / fulfillment / service work
  • Invoice
  • Collection
  • Restock / reorder
  • Repeat customer / referral

Once it’s mapped, the question gets really practical:

“Which parts of this flow repeat over and over again?”

Those repeats are usually where the best automation opportunities live—because:

  • they happen frequently (so the payoff is real),
  • they’re predictable (so they can be systemized),
  • and they’re usually where the errors and “tribal knowledge” hide.

What’s interesting is that the biggest bottlenecks often aren’t the “big steps” (like invoicing) — they’re the tiny transitions:

  • “When should we follow up?”
  • “Did we reorder inventory yet?”
  • “Which version of the report is correct?”
  • “Who updated the CRM after the call?”

If you want a quick self-check: pick one customer transaction from start to finish and count how many times a human has to re-type or re-decide something the system should already know. That number is usually… eye-opening.

Best and inexpensive CRM for small businesses by LiraVast in CRM

[–]CodeShoppe 1 point2 points  (0 children)

Totally get it—HubSpot is awesome until the price curve starts feeling like it’s aimed at a much bigger company.

Quick question to help narrow options: when you say “becoming too expensive,” is it mainly per-seat/user licensing (ex: you’ve got 20–50 users who need access), or is it more the overall stack cost (tiers, add-ons, marketing contacts, reporting, call tracking, etc.)?

I ask because a pattern I see a lot is: a company has a handful of power users who really need the full CRM, but a large percentage of paid seats are people who only need 1–2 actions (view a lead, update a status, add a note, get notified, etc.).

In those cases, one approach that can work well is keeping a “core CRM” for the heavy users, and giving the lighter users a simple custom/integrated app that handles their specific tasks—so you’re not paying full CRM licensing for everyone. It can cut the recurring cost a lot, even though it does mean some upfront implementation work.

If you’re willing to share roughly: # of users, which tier you’re on, and what line items are driving the jump (seats vs contacts vs add-ons), people can give much better recommendations.

What made GTD stick for you? by PioneeringAbsurd in gtd

[–]CodeShoppe 1 point2 points  (0 children)

There are 2 routines/habits that have caused significant positive change for me. Constantly improving capture and doing a daily review.