![]() This is how we see a typical business and how all of the flows are in place so starting on the left here is a typical flow from lead generation, generally something from connected to the internet or their sales and marketing function through their CRM. So let’s take a look at a typical business. So today i’m going to take you through how I consider how all of the components should fit together and how they then contribute to the overall needs of a small or medium-sized business. ![]() This might be okay in a few circumstances but some of the clients who really start to feel the pain particularly when there’s a change to their business or particularly where businesses start to grow and this was the case in one client in particular. What surprised me is that not every client understood how the components fitted together and often there were either overlaps between the components or there were gaps within the system. Then how all of these systems or the individual components fit in to the overall business process. Last week i had quite a few conversations with clients many of them concentrating on one aspect of their business system, something along the lines of updating their CRM however when I review a client project I always ask about how each particular piece of the system is joined together, how they’re connected and how they pass the data between one system and another. If you’re new here my name is Chris Wray and and i’m a technology consultant and today we’re going to be talking about how Pipedrive, Asana, Airtable Zapier and other systems fit into a small business. ![]()
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