Which CRM is Right For You?

07/27/20 • 21 min

I’ve said it before and I’ll say it again... and again... and again... You HAVE to have a functioning and efficient CRM to grow and scale your business. Now how you use the CRM may be different depending on the way you run your business, but not having one is not an option. (I mean it is... but only if you’re not looking to grow!)

So the first thing to consider is how much automation you want or need to have. What does that mean? So many things! When someone completes a lead form, do you want an email to automatically go out? If they respond and book a call for a specific service, do you want a call prep email to go out? If they sign on the dotted line of your contract, do you want the invoice to immediately follow?

Dubsado is going to have way more options for automation, but not every business NEEDS a ton of automation. Which is why the first thing you need to contemplate is what you want and need your CRM to do beyond housing your lead and client information.

The other thing to think about is ease of use. How techy are you and how detailed do you want to get with your automation? Honeybook is hands down the easier platform to use, but Dubsado allows you more freedom with automation triggers and scheduler options.

Listen in as I go through both of these amazing platforms. If you have questions or just want to know more about how you can implement a CRM in your business, click here to book a strategy call.

In This Episode:

[01:47] Learn more about CRM's and why you need them.

[02:30] Jenn shares the podcast schedule through the rest of the year.

[04:18] The first question you should ask yourself is, how much automation do you want or need to have?

[04:56] Dubsado gives you more options for automation than HoneyBook does.

[07:48] HoneyBook beats out Dubsado on ease of use.

[09:59] Both CRM's have a scheduler, and they both work well, but there are a few things you need to be aware of.

[11:38] Dubsado gets points for integrating the scheduler into their workflow process.

[12:36] Jenn likes both system's ability to create different funnels based on where your clients are within your process.

[14:49] Branding is something that Dubsado does that HoneyBook doesn't.

[16:00] The client experience is better on the HoneyBook system.

[18:27] Jenn recaps the important questions to ask yourself before deciding on a CRM.

[18:48] Do you have the time and money to invest in learning Dubsado? Dubsado has a higher learning curve.

[20:52] Thank you for listening to the show!

Links and Resources

Find Jenn:

Success Beyond The Lens

@successbeyondthelens

Instagram

@successbeyondthelenspodcast

Facebook | Picbabun

Grab your Boundaries Resources

Editable Welcome Packet Template

Pinterest Freebies

Discount Codes:

Dubsado - jbays913 Honeybook - JennBaysVA

Listen in as I go through both of these amazing platforms. If you have questions or just want to know more about how you can implement a CRM in your business, click here to book a strategy call.

In This Episode:

[01:47] Learn more about CRM's and why you need them.

[02:30] Jenn shares the podcast schedule through the rest of the year.

[04:18] The first question you should ask yourself is, how much automation do you want or need to have?

[04:56] Dubsado gives you more options for automation than HoneyBook does.

[07:48] HoneyBook beats out Dubsado on ease of use.

[09:59] Both CRM's have a scheduler, and they both work well, but there are a few things you need to be aware of.

[11:38] Dubsado gets points for integrating the scheduler into their workflow process.

[12:36] Jenn likes both system's ability to create different funnels based on where your clients are within your process.

[14:49] Branding is something that Dubsado does that HoneyBook doesn't.

[16:00] The client experience is better on the HoneyBook system.

[18:27] Jenn recaps the important questions to ask yourself before deciding on a CRM.

[18:48] Do you have the time and money to invest in learning Dubsado? Dubsado has a higher learning curve.

[20:52] Thank you for listening to the show!

Links and Resources

Find Jenn:

Success Beyond The Lens

@successbeyondthelens

Instagram

@successbeyondthelenspodcast

Facebook | Picbabun

Grab your Boundaries Resources

Editable Welcome Packet Template

Pinterest Freebies

Discount Codes:

Dubsado - jbays913 Honeybook - JennBaysVA

Previous Episode

Pinterest Strategies for Photographers with Kyrsten Ashlay

Pinterest is a platform that you have to have for your business. Why? Because if you’re planning to be in business for years to come, then you need to be found. Kyrsten Ashlay is a wedding photographer and Pinterest guru who has used the platform to seamlessly move her business across the country. Listen as she shares how she did it.

First things first, why is Pinterest necessary? Because it is a search engine versus a social media platform. What does that mean? Pinterest is directly responsible for helping Google bots to find your work, even years after it is first posted because it is a search engine platform. Social media platforms are one-to-one engagement-based whereas Pinterest is a place that people go to search for information.

You can also use Pinterest to help boost your work and your website for your keyword. Now Google SEO and Pinterest SEO are quite a bit different, so you’ll want to listen to hear the best way to use both search engine platforms.

Kyrsten also walks you through different ways you can use Pinterest to engage with your audience. The information she shares is truly priceless. If you’re not using Pinterest in your business... you need to! If you’ve been thinking about it... you need to start now!

In This Episode:

[00:58] Hear a little bit about Kyrsten and her background.

[02:42] Kyrsten shares why Pinterest is so important for your business.

[04:45] How Pinterest allowed Kyrsten to move her business from California to Texas seamlessly.

[07:14] Pinterest content doesn’t expire... versus Instagram content that only lasts a couple of days.

[08:14] Kyrsten shares how important it is to pin every image you blog every day.

[11:05] Kyrsten suggests pinning 5 of your high-quality content and 5 of someone else's.

[12:44] Learn the difference between social media and search engine platforms?

[14:06] Kyrsten shares how your posts can rank as high as possible when searched.

[16:37] She says to think about where your links are taking your followers if you want to pin directly from your blog.

[18:08] Pinterest leads are cold and it's the business owner’s job to warm up those potential clients.

[19:14] Kyrsten shares her top three tips on getting started with their Pinterest strategy.

[20:55] What mistake do you see new pinners do that you would like to stop?

[22:51] Kyrsten says just start! You can’t be successful with Pinterest if you don’t start.

[23:31] What is your favorite business tool?

[24:52] What is one of your favorite quotes?

[25:29] If you and I went to grab a drink, what would you be drinking?

Links and Resources

Find Jenn:

Success Beyond The Lens

@successbeyondthelens

Instagram

@successbeyondthelenspodcast

Facebook | Picbabun

Grab your Boundaries Resources

Editable Welcome Packet Template

Pinterest Freebies

Find Kyrsten:

Kyrsten Ashlay

@kyrstenashlay.photography

Instagram

@kyrstenashlayphotography

Facebook | Pinterest

Next Episode

Mindset Work for Entrepreneurs with Krystal Thompson

What do you do when your passion is no longer the thing that fuels you? Find a new passion! That’s what Krystal Thompson did when she realized that while she loved photography, it wasn’t fueling her the way she wanted. Listen in as we chat about building the business you want, living the life of your dreams, and finding your confidence in yourself.

Krystal majored in photography and really had every intention of using her skills and drive to master the world of pictures. But it wasn’t enough. She struggled with the weight of anxiety and depression and knew she needed to make a change. Krystal is now a manifestation coach and helps people all over the world to realize their true capabilities.

Here’s the thing, your life and business are not one and the same. Your business allows you to live the life of your dreams, but what does that mean? What are your dreams? How do you plan to reach them? There are so many things holding us back from the realization that what we desire is there for the taking. Krystal helps you move past them.

Listen as Krystal shares how you can start building your business around your life instead of the other way around. We are meant to learn and grow every single day, and your business is the same! Stop allowing the stress and overwhelm to bring you down and learn how you can circumvent them!

In This Episode:

[01:36] Learn why Krystal moved away from photography to coaching.

[04:54] You can build harmony between work and personal life.

[07:54] Build your business around your life instead of building your life around your business.

[09:07] Hear tips on how to keep the fear at bay when you think about how your business is built.

[10:55] Jenn shares how difficult it was to continue when she lost her father.

[13:24] Krystal describes how the brain works and how we can rewire how we think.

[16:24] Jenn says that manifestation work brought her out of the darkness after her father passed away.

[18:38] Krystal discusses putting the belief in yourself on autopilot, so you don't have to think about it, like brushing your teeth.

[21:03] Jenn speaks about turning down work with an affluent client because it wasn't what she wanted to do and then two weeks later got a job with her dream client.

[24:57] Krystal says that your business is a small piece of the pie, have fun and spend time on life.

[26:35] If you have no one at the finish line, what have you accomplished?

[28:25] Krystal gives advice that the listeners can do today to help them take the first step.

[32:01] Jenn shares that you can outsource cleaning your house or whatever drains you, it doesn't have to be something about your business.

[35:02] Krystal speaks about her favorite business tool.

[36:02] If Jenn came out to LA to have a drink with Krystal, where would they go, and what would they drink?

[37:12] Krystal shares her favorite quote.

[37:48] Thank you for being on the show!

[37:57] Krystal shares some final thoughts.

Links and Resources

Find Jenn:

Success Beyond The Lens