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Hi! You've landed in the right place if you are comparing CRM systems, are new to Capsule CRM or want to know how to use Capsule CRM more efficiently. 

Hi, I’m Julia. I’m a business and systems strategist and consultant who specialises in developing clear and effective systems and processes for service-based business owners.

For business inquiries:
Email Me: julia.blake@blakeconsultants.co.uk
Website: https://blakeconsultants.co.uk/
You can book a Discovery call by clicking here: https://blakeconsultants.co.uk/BookAD...


@CapsuleCRM #CRM #capsulecrm #Business #businessgrowth #businesshelp #CapsuleCRMTags
#CustomizingCapsuleCRM #DataTagsCapsuleCRM #CapsuleCRMCustomFields #crmsolutions #CRMDataOrganisation #CRMTaggingStrategies


Please use this link to sign up to Capsule 🙂 https://blakeconsultants.co.uk/CapsuleCRMSignUp

Message me if you'd like to have a chat, and check out my other Capsule videos too 🙂 


....................................................................................................................
Are you an ambitious service-based business owner?

Do you feel frustrated that you have the potential to maximise your sales opportunities, and deliver more better, but for some reason – just can’t?

Do you feel like you could be doing more in the way of setting up systems and processes that can accelerate your growth?

If you are, let’s talk!

As a business owner myself, I understand the challenges of running a business and what’s more, I understand the pain of losing out on revenue in the pipeline that is there for the taking. I also understand the worry of not quite meeting clients' expectations, and of not realising the lifetime value of a client.

I take my insight and experience, roll my sleeves up and we work together on turning your challenges into opportunities that will help you convert more leads; retain more clients; and grow your business.

Working with me, you make the most out of your 3 important assets:

1. your contacts and data;
2. your processes and systems – sales, marketing and financial; and
3. you – yes you!

When you make the most of your contacts and data and set up efficient, repeatable processes, you are not only in the best place possible to increase your revenue and reduce cost of sales and delivery, but you also gain more head space to focus on growing your business.

How do I work?

As a business and systems strategist and consultant I focus on business growth by:

Designing and creating bespoke CRM systems (often CapsuleCRM) and integrating them with financial and marketing systems such as Xero and Mailchimp; this enables your business to make the most of your contacts, manage your pipeline and provide a consistently high level of service to your clients.

Creating the right systems and processes to improve efficiency and free up your time to do more of what you want and need to do, and less of what you don’t.

I specialise in CapsuleCRM, Transpond and Mailchimp as standalone systems and joining them together with Xero provides you a cost effective and efficient foundation that you need to grow.
 
The end result?

- More revenue
- Reduced costs
- Increased net profit and most of all,
- A happier you
 
If you could do with onboarding and retaining more clients, maximising on your sales pipeline and being a calmer business owner, let’s chat.


Social Media:

LinkedIn:  / juliablake1  
Facebook:  / blakeconsultantsltd  
X:  / juliabcl  
Instagram:  / julia.blake.bcl  
Website: https://blakeconsultants.co.uk/

Email Me: julia.blake@blakeconsultants.co.uk

CapsuleCRM: https://blakeconsultants.co.uk/SignUp...
Transpond: https://blakeconsultants.co.uk/SignUp...
Mailchimp: https://blakeconsultants.co.uk/SignUp...

Get your free copy of my "Understand the Importance of Knowing Your Ideal Client and Create Your Own Avatar" here: https://blakeconsultants.co.uk/IdealC...

Sign up to receive my Growth Hack Bulletin here: https://blakeconsultants.co.uk/Growth...

#CapsuleCRM #Xero #Mailchimp #Processes #BusinessGrowth
#Organised #Productivity #BeMoreProductive #IncreaseNetProfit #GrowYourBusiness

Hi! You've landed in the right place if you are comparing CRM systems, are new to Capsule CRM or want to know how to use Capsule CRM more efficiently.

Hi, I’m Julia. I’m a business and systems strategist and consultant who specialises in developing clear and effective systems and processes for service-based business owners.

For business inquiries:
Email Me: julia.blake@blakeconsultants.co.uk
Website: https://blakeconsultants.co.uk/
You can book a Discovery call by clicking here: https://blakeconsultants.co.uk/BookAD...


@CapsuleCRM #CRM #capsulecrm #Business #businessgrowth #businesshelp #CapsuleCRMTags
#CustomizingCapsuleCRM #DataTagsCapsuleCRM #CapsuleCRMCustomFields #crmsolutions #CRMDataOrganisation #CRMTaggingStrategies


Please use this link to sign up to Capsule 🙂 https://blakeconsultants.co.uk/CapsuleCRMSignUp

Message me if you'd like to have a chat, and check out my other Capsule videos too 🙂


....................................................................................................................
Are you an ambitious service-based business owner?

Do you feel frustrated that you have the potential to maximise your sales opportunities, and deliver more better, but for some reason – just can’t?

Do you feel like you could be doing more in the way of setting up systems and processes that can accelerate your growth?

If you are, let’s talk!

As a business owner myself, I understand the challenges of running a business and what’s more, I understand the pain of losing out on revenue in the pipeline that is there for the taking. I also understand the worry of not quite meeting clients' expectations, and of not realising the lifetime value of a client.

I take my insight and experience, roll my sleeves up and we work together on turning your challenges into opportunities that will help you convert more leads; retain more clients; and grow your business.

Working with me, you make the most out of your 3 important assets:

1. your contacts and data;
2. your processes and systems – sales, marketing and financial; and
3. you – yes you!

When you make the most of your contacts and data and set up efficient, repeatable processes, you are not only in the best place possible to increase your revenue and reduce cost of sales and delivery, but you also gain more head space to focus on growing your business.

How do I work?

As a business and systems strategist and consultant I focus on business growth by:

Designing and creating bespoke CRM systems (often CapsuleCRM) and integrating them with financial and marketing systems such as Xero and Mailchimp; this enables your business to make the most of your contacts, manage your pipeline and provide a consistently high level of service to your clients.

Creating the right systems and processes to improve efficiency and free up your time to do more of what you want and need to do, and less of what you don’t.

I specialise in CapsuleCRM, Transpond and Mailchimp as standalone systems and joining them together with Xero provides you a cost effective and efficient foundation that you need to grow.

The end result?

- More revenue
- Reduced costs
- Increased net profit and most of all,
- A happier you

If you could do with onboarding and retaining more clients, maximising on your sales pipeline and being a calmer business owner, let’s chat.


Social Media:

LinkedIn: / juliablake1
Facebook: / blakeconsultantsltd
X: / juliabcl
Instagram: / julia.blake.bcl
Website: https://blakeconsultants.co.uk/

Email Me: julia.blake@blakeconsultants.co.uk

CapsuleCRM: https://blakeconsultants.co.uk/SignUp...
Transpond: https://blakeconsultants.co.uk/SignUp...
Mailchimp: https://blakeconsultants.co.uk/SignUp...

Get your free copy of my "Understand the Importance of Knowing Your Ideal Client and Create Your Own Avatar" here: https://blakeconsultants.co.uk/IdealC...

Sign up to receive my Growth Hack Bulletin here: https://blakeconsultants.co.uk/Growth...

#CapsuleCRM #Xero #Mailchimp #Processes #BusinessGrowth
#Organised #Productivity #BeMoreProductive #IncreaseNetProfit #GrowYourBusiness

YouTube Video UEw2MmFmWGJKVml4ZnMybXpYYkgxQTRpVGhxbUZSQjFMSy41NkI0NEY2RDEwNTU3Q0M2

Quick Capsule CRM Tutorial for Beginners (2024)

Julia Blake, Helping Businesses Grow February 16, 2023 5:49 pm

Hi, you've landed on the right video if you're looking for a quick guide to Capsule CRM Tags, DataTags and Custom Fields in 2024.

Hi, I’m Julia. I’m a business and systems strategist and consultant who specialises in developing clear and effective systems and processes for service-based business owners.

For business inquiries:
Email Me: julia.blake@blakeconsultants.co.uk
You can book a Discovery call by clicking here: https://blakeconsultants.co.uk/BookADiscoveryCall

Tags work best for grouping relationships, particularly those on your customer journey - prospect, client - potential, client, previous client. And they also work very well for other relationships for example partners, associates, and suppliers.

DataTags give an extra level to Tags, they enable us to capture information which is only relevant to contacts who are tagged with that tag - eg Client - potential would have additional information of Interested in Service A, B or C. 

Custom fields are available for all contacts and work really well to record more static information about your contacts (Organisations, People or both),  projects or sales opportunities. Industry works well as a custom field 🙂 

Contact me if you have any questions, or would like any help - julia.blake@blakeconsultants.co.uk

@CapsuleCRM #CRM #capsulecrm #Business #businessgrowth #businesshelp #CapsuleCRMTags
#CustomizingCapsuleCRM #DataTagsCapsuleCRM #CapsuleCRMCustomFields #crmsolutions #CRMDataOrganisation #CRMTaggingStrategies
.....................................................................................................................

Are you an ambitious service-based business owner?

Do you feel frustrated that you have the potential to maximise your sales opportunities, and deliver more better, but for some reason – just can’t?

Do you feel like you could be doing more in the way of setting up systems and processes that can accelerate your growth?

If you are, let’s talk!

As a business owner myself, I understand the challenges of running a business and what’s more, I understand the pain of losing out on revenue in the pipeline that is there for the taking. I also understand the worry of not quite meeting clients' expectations, and of not realising the lifetime value of a client.

I take my insight and experience, roll my sleeves up and we work together on turning your challenges into opportunities that will help you convert more leads; retain more clients; and grow your business.

Working with me, you make the most out of your 3 important assets:

1. your contacts and data;
2. your processes and systems – sales, marketing and financial; and
3. you – yes you!

When you make the most of your contacts and data and set up efficient, repeatable processes, you are not only in the best place possible to increase your revenue and reduce cost of sales and delivery, but you also gain more head space to focus on growing your business.

How do I work?

As a business and systems strategist and consultant I focus on business growth by:

Designing and creating bespoke CRM systems (often CapsuleCRM) and integrating them with financial and marketing systems such as Xero and Mailchimp; this enables your business to make the most of your contacts, manage your pipeline and provide a consistently high level of service to your clients.

Creating the right systems and processes to improve efficiency and free up your time to do more of what you want and need to do, and less of what you don’t.

I specialise in CapsuleCRM, Transpond and Mailchimp as standalone systems and joining them together with Xero provides you a cost effective and efficient foundation that you need to grow.
 
The end result?

- More revenue
- Reduced costs
- Increased net profit and most of all,
- A happier you
 
If you could do with onboarding and retaining more clients, maximising on your sales pipeline and being a calmer business owner, let’s chat.


Social Media:

LinkedIn: https://www.linkedin.com/in/juliablake1/
Facebook: https://www.facebook.com/BlakeConsultantsLtd/
Twitter: https://twitter.com/JuliaBCL
Instagram: https://www.instagram.com/julia.blake.bcl/
Website: https://blakeconsultants.co.uk/

Email Me: julia.blake@blakeconsultants.co.uk

CapsuleCRM: https://blakeconsultants.co.uk/SignUpToCapsule
Transpond: https://blakeconsultants.co.uk/SignUpToTranspond
Mailchimp: https://blakeconsultants.co.uk/SignUpToMailchimp

Get your free copy of my "Understand the Importance of Knowing Your Ideal Client and Create Your Own Avatar" here: https://blakeconsultants.co.uk/IdealClientEBook

Sign up to receive my Growth Hack Bulletin here: https://blakeconsultants.co.uk/GrowthHackBulletin

#CapsuleCRM #Xero #Mailchimp #Processes #BusinessGrowth
#Organised #Productivity #BeMoreProductive #IncreaseNetProfit #GrowYourBusiness

Hi, you've landed on the right video if you're looking for a quick guide to Capsule CRM Tags, DataTags and Custom Fields in 2024.

Hi, I’m Julia. I’m a business and systems strategist and consultant who specialises in developing clear and effective systems and processes for service-based business owners.

For business inquiries:
Email Me: julia.blake@blakeconsultants.co.uk
You can book a Discovery call by clicking here: https://blakeconsultants.co.uk/BookADiscoveryCall

Tags work best for grouping relationships, particularly those on your customer journey - prospect, client - potential, client, previous client. And they also work very well for other relationships for example partners, associates, and suppliers.

DataTags give an extra level to Tags, they enable us to capture information which is only relevant to contacts who are tagged with that tag - eg Client - potential would have additional information of Interested in Service A, B or C.

Custom fields are available for all contacts and work really well to record more static information about your contacts (Organisations, People or both), projects or sales opportunities. Industry works well as a custom field 🙂

Contact me if you have any questions, or would like any help - julia.blake@blakeconsultants.co.uk

@CapsuleCRM #CRM #capsulecrm #Business #businessgrowth #businesshelp #CapsuleCRMTags
#CustomizingCapsuleCRM #DataTagsCapsuleCRM #CapsuleCRMCustomFields #crmsolutions #CRMDataOrganisation #CRMTaggingStrategies
.....................................................................................................................

Are you an ambitious service-based business owner?

Do you feel frustrated that you have the potential to maximise your sales opportunities, and deliver more better, but for some reason – just can’t?

Do you feel like you could be doing more in the way of setting up systems and processes that can accelerate your growth?

If you are, let’s talk!

As a business owner myself, I understand the challenges of running a business and what’s more, I understand the pain of losing out on revenue in the pipeline that is there for the taking. I also understand the worry of not quite meeting clients' expectations, and of not realising the lifetime value of a client.

I take my insight and experience, roll my sleeves up and we work together on turning your challenges into opportunities that will help you convert more leads; retain more clients; and grow your business.

Working with me, you make the most out of your 3 important assets:

1. your contacts and data;
2. your processes and systems – sales, marketing and financial; and
3. you – yes you!

When you make the most of your contacts and data and set up efficient, repeatable processes, you are not only in the best place possible to increase your revenue and reduce cost of sales and delivery, but you also gain more head space to focus on growing your business.

How do I work?

As a business and systems strategist and consultant I focus on business growth by:

Designing and creating bespoke CRM systems (often CapsuleCRM) and integrating them with financial and marketing systems such as Xero and Mailchimp; this enables your business to make the most of your contacts, manage your pipeline and provide a consistently high level of service to your clients.

Creating the right systems and processes to improve efficiency and free up your time to do more of what you want and need to do, and less of what you don’t.

I specialise in CapsuleCRM, Transpond and Mailchimp as standalone systems and joining them together with Xero provides you a cost effective and efficient foundation that you need to grow.

The end result?

- More revenue
- Reduced costs
- Increased net profit and most of all,
- A happier you

If you could do with onboarding and retaining more clients, maximising on your sales pipeline and being a calmer business owner, let’s chat.


Social Media:

LinkedIn: https://www.linkedin.com/in/juliablake1/
Facebook: https://www.facebook.com/BlakeConsultantsLtd/
Twitter: https://twitter.com/JuliaBCL
Instagram: https://www.instagram.com/julia.blake.bcl/
Website: https://blakeconsultants.co.uk/

Email Me: julia.blake@blakeconsultants.co.uk

CapsuleCRM: https://blakeconsultants.co.uk/SignUpToCapsule
Transpond: https://blakeconsultants.co.uk/SignUpToTranspond
Mailchimp: https://blakeconsultants.co.uk/SignUpToMailchimp

Get your free copy of my "Understand the Importance of Knowing Your Ideal Client and Create Your Own Avatar" here: https://blakeconsultants.co.uk/IdealClientEBook

Sign up to receive my Growth Hack Bulletin here: https://blakeconsultants.co.uk/GrowthHackBulletin

#CapsuleCRM #Xero #Mailchimp #Processes #BusinessGrowth
#Organised #Productivity #BeMoreProductive #IncreaseNetProfit #GrowYourBusiness

YouTube Video UEw2MmFmWGJKVml4ZnMybXpYYkgxQTRpVGhxbUZSQjFMSy4yMUQyQTQzMjRDNzMyQTMy

Guide to Tags, DataTags and Custom Fields in Capsule CRM (For Beginners)

Julia Blake, Helping Businesses Grow March 7, 2024 10:56 am

Hi! You have landed on the right video if you would like to know more about Capsule CRM Email integration, Templates, and AI Content Assistant. 

Hi, I’m Julia. I’m a business and systems strategist and consultant who specialises in developing clear and effective systems and processes for service-based business owners.

For business inquiries:
Email Me: julia.blake@blakeconsultants.co.uk
You can book a Discovery call by clicking here: 
 
@CapsuleCRM #CRM #capsulecrm #Business #businessgrowth #businesshelp #CapsuleCRMTags
#CustomizingCapsuleCRM #DataTagsCapsuleCRM #CapsuleCRMCustomFields #crmsolutions #CRMDataOrganisation #CRMTaggingStrategies

...............................................................................................................

Are you an ambitious service-based business owner?

Do you feel frustrated that you have the potential to maximise your sales opportunities, and deliver more better, but for some reason – just can’t?

Do you feel like you could be doing more in the way of setting up systems and processes that can accelerate your growth?

If you are, let’s talk!

As a business owner myself, I understand the challenges of running a business and what’s more, I understand the pain of losing out on revenue in the pipeline that is there for the taking. I also understand the worry of not quite meeting clients' expectations, and of not realising the lifetime value of a client.

I take my insight and experience, roll my sleeves up and we work together on turning your challenges into opportunities that will help you convert more leads; retain more clients; and grow your business.

Working with me, you make the most out of your 3 important assets:

1. your contacts and data;
2. your processes and systems – sales, marketing and financial; and
3. you – yes you!

When you make the most of your contacts and data and set up efficient, repeatable processes, you are not only in the best place possible to increase your revenue and reduce cost of sales and delivery, but you also gain more head space to focus on growing your business.

How do I work?

As a business and systems strategist and consultant I focus on business growth by:

Designing and creating bespoke CRM systems (often CapsuleCRM) and integrating them with financial and marketing systems such as Xero and Mailchimp; this enables your business to make the most of your contacts, manage your pipeline and provide a consistently high level of service to your clients.

Creating the right systems and processes to improve efficiency and free up your time to do more of what you want and need to do, and less of what you don’t.

I specialise in CapsuleCRM, Transpond and Mailchimp as standalone systems and joining them together with Xero provides you a cost effective and efficient foundation that you need to grow.
 
The end result?

- More revenue
- Reduced costs
- Increased net profit and most of all,
- A happier you
 
If you could do with onboarding and retaining more clients, maximising on your sales pipeline and being a calmer business owner, let’s chat.


Social Media:

LinkedIn:  / juliablake1  
Facebook:  / blakeconsultantsltd  
X:  / juliabcl  
Instagram:  / julia.blake.bcl  
Website: https://blakeconsultants.co.uk/

Email Me: julia.blake@blakeconsultants.co.uk

CapsuleCRM: https://blakeconsultants.co.uk/SignUp...
Transpond: https://blakeconsultants.co.uk/SignUp...
Mailchimp: https://blakeconsultants.co.uk/SignUp...

Get your free copy of my "Understand the Importance of Knowing Your Ideal Client and Create Your Own Avatar" here: https://blakeconsultants.co.uk/IdealC...

Sign up to receive my Growth Hack Bulletin here: https://blakeconsultants.co.uk/Growth...

#CapsuleCRM #Xero #Mailchimp #Processes #BusinessGrowth
#Organised #Productivity #BeMoreProductive #IncreaseNetProfit #GrowYourBusiness

Hi! You have landed on the right video if you would like to know more about Capsule CRM Email integration, Templates, and AI Content Assistant.

Hi, I’m Julia. I’m a business and systems strategist and consultant who specialises in developing clear and effective systems and processes for service-based business owners.

For business inquiries:
Email Me: julia.blake@blakeconsultants.co.uk
You can book a Discovery call by clicking here:

@CapsuleCRM #CRM #capsulecrm #Business #businessgrowth #businesshelp #CapsuleCRMTags
#CustomizingCapsuleCRM #DataTagsCapsuleCRM #CapsuleCRMCustomFields #crmsolutions #CRMDataOrganisation #CRMTaggingStrategies

...............................................................................................................

Are you an ambitious service-based business owner?

Do you feel frustrated that you have the potential to maximise your sales opportunities, and deliver more better, but for some reason – just can’t?

Do you feel like you could be doing more in the way of setting up systems and processes that can accelerate your growth?

If you are, let’s talk!

As a business owner myself, I understand the challenges of running a business and what’s more, I understand the pain of losing out on revenue in the pipeline that is there for the taking. I also understand the worry of not quite meeting clients' expectations, and of not realising the lifetime value of a client.

I take my insight and experience, roll my sleeves up and we work together on turning your challenges into opportunities that will help you convert more leads; retain more clients; and grow your business.

Working with me, you make the most out of your 3 important assets:

1. your contacts and data;
2. your processes and systems – sales, marketing and financial; and
3. you – yes you!

When you make the most of your contacts and data and set up efficient, repeatable processes, you are not only in the best place possible to increase your revenue and reduce cost of sales and delivery, but you also gain more head space to focus on growing your business.

How do I work?

As a business and systems strategist and consultant I focus on business growth by:

Designing and creating bespoke CRM systems (often CapsuleCRM) and integrating them with financial and marketing systems such as Xero and Mailchimp; this enables your business to make the most of your contacts, manage your pipeline and provide a consistently high level of service to your clients.

Creating the right systems and processes to improve efficiency and free up your time to do more of what you want and need to do, and less of what you don’t.

I specialise in CapsuleCRM, Transpond and Mailchimp as standalone systems and joining them together with Xero provides you a cost effective and efficient foundation that you need to grow.

The end result?

- More revenue
- Reduced costs
- Increased net profit and most of all,
- A happier you

If you could do with onboarding and retaining more clients, maximising on your sales pipeline and being a calmer business owner, let’s chat.


Social Media:

LinkedIn: / juliablake1
Facebook: / blakeconsultantsltd
X: / juliabcl
Instagram: / julia.blake.bcl
Website: https://blakeconsultants.co.uk/

Email Me: julia.blake@blakeconsultants.co.uk

CapsuleCRM: https://blakeconsultants.co.uk/SignUp...
Transpond: https://blakeconsultants.co.uk/SignUp...
Mailchimp: https://blakeconsultants.co.uk/SignUp...

Get your free copy of my "Understand the Importance of Knowing Your Ideal Client and Create Your Own Avatar" here: https://blakeconsultants.co.uk/IdealC...

Sign up to receive my Growth Hack Bulletin here: https://blakeconsultants.co.uk/Growth...

#CapsuleCRM #Xero #Mailchimp #Processes #BusinessGrowth
#Organised #Productivity #BeMoreProductive #IncreaseNetProfit #GrowYourBusiness

YouTube Video UEw2MmFmWGJKVml4ZnMybXpYYkgxQTRpVGhxbUZSQjFMSy41Mzk2QTAxMTkzNDk4MDhF

Guide to Email integration, templates, and AI Content Assistant in Capsule CRM (2024)

Julia Blake, Helping Businesses Grow February 21, 2024 2:19 pm