Successful CRM Recipes for the Small Business Owner

5 Ways to Transform Your Small Business with LightArrow Mobile Apps

LightArrow Apps for Small BizStaying productive and focused when running a small business or microbusiness is difficult. Whether you’re an entrepreneur, solopreneur, small business owner or freelancer, the challenges are the same. It’s imperative to stay on top of your game and laser focused on your goals to attain the success you set out to achieve.

As you know, these days it’s important to understand new technologies and new media in order to get ahead and stay ahead of the competition. And now, more than ever before, mobile technologies have changed the ways we get things done every day.

This week, we’ve compiled a list of five technologies and systems that you must have in your repertoire in order to achieve success in our modern world of small business. Enjoy!

1. Nurture Small Business Sales Leads and Build Customer Relationships

A CRM application is a great tool for simplifying the management of your small business contacts. It integrates a variety of different information about your leads, prospects and customers all into one place. An ideal CRM also includes project and task management, allowing you to assign sales and marketing tasks that impact your sales revenue. Typically, a cloud-based CRM will cost anywhere from US $12 monthly/person to US $125 monthly/person, not including professional services and ongoing support.

LightArrow apps include many customer relationship management features that web-based CRM systems have, without the monthly subscription fees. Our apps organize a variety of customers’ data that originated from multiple places into one mobile app.

For example, our apps allow you to organize leads, track, and manage leads. You can also interact with contacts through email or social media handles, directly from their contact record in your LightArrow App. In addition, LightArrow apps include powerful project and task management features, which allow you to assign tasks to yourself or others to nurture prospects and move them down the sales funnel.

In the following diagram you see LifeTopix’s spreadsheet-like view for managing contacts. Within this view, you can access and manage all the information about your leads, prospects or clients. Specifically, you can manage all the tasks that are required to advance to a successful sale. Once the lead becomes a customer, you can manage and organize any information for this client through the 12 life topics, included with the LifeTopix app; of course, keeping track of customer details is vital for customer retention.


2. Manage Small Business Assets and Finances Wisely

Accurately managing the assets that your company owns and leases is key for the success of your small business. It’s important to track IT assets, furniture, vehicles and other items.  Asset Management software can come in many shapes and forms. You can choose simple mobile asset management or an expensive enterprise asset management system. It’s also important to manage your financial assets and finances. There are several options for managing finances from simple software to more complex accounting software. Some of the features that financial software solutions offer are expense and payment tracking, receipt scanning, invoicing, etc. Foremost, remember to use the software solutions that fit the needs of your small business.

These days, using a mobile solution for asset management is an important factor because it allows you to manage and update assets easily while on the go. LightArrow mobile solutions are a great choice for the small business, entrepreneur or solopreneur. Imagine your business includes a fleet of automobiles. LifeTopix is an ideal app for managing the details for each automobile asset. You can keep track of purchase dates, cost, current value, manufacturer, model serial numbers, SKUs, vehicle identification numbers (VINs), locations (map included), and categories. In addition, you can associate tasks, appointments, reminders, notes, checklists, online/local files, bookmarks, expenses, services, audio, photos or videos with each vehicle (or other asset). An example of how you might use LightArrow apps for asset management is shown below:


If you’re a business owner who’s often on the go, LightArrow apps also offer solutions for managing finances while mobile. LightArrow mobile apps include tracking of financial information including expenses, payments, accounts, banking information, service payment templates, charitable donations, financial asset management and financial notes. With LightArrow apps, you can associate financial information with other items you manage in your app, such as assets. For example, in the graphic below, you will see that an expense is associated with an asset, which is a vehicle. Another popular feature for small business owners is the ability to set up Payment Templates with recurring payments; an example is also shown below.


3. Make Social Media a Habit in Small Business

In today’s changing world, social media is vital for small business success. In fact, according to a study conducted by LinkedIn, 3 in 5 SMBs have acquired new customers via social media. There are a variety of ways to manage and monitor social media. You can use the free tools from the social media sites, such as Twitter, Facebook and LinkedIn all the way to using a full-fledged social media management tool.

Social media management tools provide features such as keyword monitoring and listening, all-in-one views of social media accounts, scheduling, ways to engage with others, and in some cases, further analysis and recommendations. If you want all of this functionality and more from a hosted social media management system, it will cost you a monthly subscription fee that is typically charged by the number of users.

Social media is a commitment that will reap rewards over time. Before jumping into using an expensive social media management tool, I recommend that small businesses use free and inexpensive apps and web applications to manage their social media profiles and engagement.

At LightArrow, our apps include a social media dashboard and listening via keywords through Feed Accounts. You can set up feed accounts for Facebook and Twitter; and also for Email and Evernote®. You can listen for product or company mentions, and you can stay on top of your industry by creating streams with the keywords in which you’re interested.


Our Pro.Inbox app, shown above, has this keyword listening functionality built in. With My.Agenda, LifeTopix and Pro.Calendar, you can purchase this option via in-app purchase.

What makes our apps unique over the typical Social Media Management tool is you can convert the tweets and posts that you find into actionable items such as tasks, notes, events, appointments and more. For example, you might see an industry article that you believe is important to read in a Twitter feed. You can convert this item to a note and add a date tag to schedule it on your calendar. These items can be pushed to your iOS calendar, which in turn propagates to all the calendars that you’ve associated with your iOS calendar, which takes small business productivity to a new level. It’s important to note that this feature also applies to email and Evernote feeds, which allows you to accomplish “Inbox Zero” easily.

4. Unify Small Business Calendars, Reminders, Tasks and Checklists

Keeping a master schedule is important for your small business. It’s difficult to choose the right calendar app for your business schedule because there are so many choices available. All of these calendars and to-do list apps have their own unique bells and whistles. The apps you choose depend on your personal preference and business needs.

At LightArrow, we focus on productivity. That’s why we combined tasks, reminders, to-dos and eight calendar styles into one app view – with fast switching and beautiful styling. We’ve made our calendar views easy to read and they’re very simple to set up. As soon as you grant access to your iOS calendars that you use on your iPhone or iPad, your LightArrow app shows the events from those calendars. And as a bonus, your LightArrow calendar also includes your iOS reminders.

SmallBizCalendar In the graphic above, you will notice Overdue, Undated and Checklist sections shown in the Agenda view. These sections include everything from overdue tasks, undated tasks; open shopping items; iOS reminders; and checklists/to-do lists. Combining these items prevents you from hopping from app to app. You will also notice the comprehensive Month view, which enables you to see all your calendar items easily.

5. Manage Small Business Projects Like a Pro

Managing your projects without the right tools is like fixing a clogged drain with a Q-tip. The more and more you push; you’re never going to get anywhere. There are a lot of options for managing projects and tasks. Some cloud applications are free for a limited number of users and others require subscription fees.

LightArrow apps are excellent for individual and small team project and task management. The advantage of using LightArrow apps for project and task management is because the projects are integrated with the features discussed in this post, as well as other items, such as appointments, reminders, expenses, services, online notes and files and more. This prevents you from hopping from app to app to find the information that you need. Small business owners appreciate the ease of creating tasks and easily emailing them to a project participant, which allows delegation or task sharing. The recipient can easily open the email message; tap on the message and save the project and tasks in their instance of LifeTopix, as shown in the following example:

In addition, if you use Asana for project management (which is free for up to 15 users), LightArrow Apps include task integration with this popular tool.

Your Turn

Please let us know in the comments how you’re using your LightArrow app in your small business or if you have any questions or comments.

5 Ways to Improve Your Sales Productivity with the LifeTopix App

LightArrow Sales ProductivityHow do you define Sales Productivity? If you ask 10 people, you will probably get 10 different answers. In the simplest terms, Sales Productivity is improving sales efficiency in order to utilize the least number of hours to achieve the best possible results. How you measure those sales results varies from organization to organization.

To improve sales productivity, salespersons and sales managers focus on optimizing sales operations to reach the best possible outcome. Salespersons can improve their sales productivity by implementing better sales processes; generating meaningful, timely conversations with prospects and clients; and using better tools to improve their sales efficiency.

How Can LifeTopix Help?

In 2010, we at LightArrow set out to develop the most comprehensive personal organization app available in the market today. As this app, LifeTopix, evolved over the last few years, we’ve participated in thousands of conversations with our customers about how they’re using the app. We’re finding that more and more salespersons and micro/small business owners are using LifeTopix to manage not only their personal lives, but also their business operations and clients. To meet this demand, we added features requested by our user community with the goal of enhancing sales operations. Some of these features are enabled through the in-app purchases available in LifeTopix, Pro Contacts and Pro Inbox. Furthermore, in the coming weeks, we’ll release the stand-alone apps, Pro.Inbox and Pro.Contacts, for those who want to primarily concentrate on managing information streams from social, web, and email or contacts. Keep reading to learn more about these exciting new, features and how you can take advantage of them today.

1. Does Your CRM Meet the Demands of the Post PC Era?

As personal computers decline and mobile devices increase, otherwise known as the Post-PC Era, more and more salespersons will use their mobile devices while on the go, in lieu of laptops. In fact, salespersons are one of the fastest-growing segments of those who are adopting tablets as their device of choice when on the move.

As mobile software evolves, it’s becoming more and more sophisticated to meet the demands of those who wish to do business while mobile, without a laptop. We’ve been designing LifeTopix for the post-pc era from the get-go. LifeTopix is not an app that does one thing, such as making a to-do list or remembering to pick up milk. Its features run the gamut. It provides everything from a sophisticated calendar – to project management – to social media management – and more. It fully runs on your device, which is particularly important for the salesperson that doesn’t have Wi-Fi available at all times while on the road.

2. How Can You Manage Your Leads, Prospects & Customers More Efficiently?

In the latest version of LifeTopix, you’ll find new Contact Management features, which allow you to more efficiently manage your leads, prospects and clients. Most importantly, we’ve added custom log forms and custom log items, which allow you to add user-defined information about your contacts and subsequently group by these contacts by log items.

For example, Mary works for a small wine producer in California and her job is to find wine distributors and retailers to sell the wine from her winery. She manages her leads, prospects, and clients in LifeTopix. To help her better manage her contacts, Mary created a custom log form, which she titled: Sales information. She’s added several log items, which include, “Lead Score” as well as other relevant information. This way, Mary can group all of the sales leads by Lead Score, which allows her to better prioritize her sales calls.

In the following image, you’re viewing LifeTopix’s Grid view for Contacts, which is available in the People + Services topic with the Pro Contacts in-app purchase. It’s a spreadsheet-like format, which allows you to easily manage many contacts from one view. You can see how Mary has created the “Lead Score” log item and sorted her contacts by Lead Score.

LifeTopix Contacts Management

What’s great about this view in LifeTopix is that Mary can easily locate all the information for her prospects and customers in one place. She can also set reminders and appointments, schedule associated tasks, add notes, call or email the client directly, record expenses, and view any other custom information — all from this useful view in LifeTopix.

3. What’s a Better Way to Generate Meaningful, Timely Conversations?

One of the best ways to increase your sales productivity is to generate timely, meaningful conversations. A good strategy for making a conversation meaningful and positive is to know something about your customer and his or her company and industry. You should always have a holistic view of your leads, prospects, and clients. As you build and nurture your relationships with prospects and customers, it’s important to stay up to date. Social engagement can give you insight into your prospects and customers, allowing you to tailor your interactions appropriately.

To help you to stay on top of customers, industries, and topics that your customers are interested in, we’ve added the Pro Inbox features of LifeTopix. LifeTopix allows you to create information streams from email, Twitter, Facebook and the web with rules. For example, Mary the wine producer’s salesperson, can collect information from social, web, and email about her clients and the wine industry and read this information from one view. This saves countless hours of switching from various social media and email applications to gather the information she needs about her clients and the wine industry.

For example, if Mary uses Twitter, she can filter data from those she follows, Twitter users, public lists, or all of Twitter. She can add keywords or hashtags to find specific information about wine distributors and retailers. She can collect, share and convert her data nuggets to actionable items such as tasks, projects, products, appointments, hosting events, attending events, notes, trips, visitors and inbox items. She can also stay on task with comprehensive calendar views, which show converted tasks, appointments and more. The following image shows an example of how Mary would configure a Twitter stream from public twitter accounts to gather information about the wine industry.

LifeTopix Social Media Management

4. How Do You Strike When the Iron is Hot?

Not only can Mary collect important information, she can also strike when the iron is hot because with LifeTopix, she can easily make email, web data and social streams actionable. For example, if Mary notices that a client is requesting information via Twitter or if there is an important change in the wine industry that affects her prospects or clients, she can easily turn this information into action by converting it to an event, appointment, task, reminder or other LifeTopix object in a few simple clicks – from one app, as shown in the following graphic.

LifeTopix Convert

5. How Do You Save Time Traveling from Call to Call?

Planning your activity with Location Services can help you increase your sales productivity when traveling. All your precious time spent commuting from place-to-place or spending time in the air takes away from your selling time. For example, Mary is planning a trip to Austin, TX to meet with an important client who distributes wine for the Texas region. While she’s there, she plans to meet with other potential distributors. With LifeTopix, it’s easy to see the distributors that are listed as contacts and are located in the vicinity of the client she’s visiting, which enables her to efficiently set up sales visits with those prospects, as shown in the following image.

LifeTopix Location Services for Sales

What’s Next?

We’ve only described a portion of the LifeTopix features that can help you improve your sales productivity. As you begin to use the LifeTopix app, you’ll find ways to become more efficient and productive in many aspects of your work and life. Please comment and tell us about your experience with LifeTopix or any feature requests that you may have. Cheers!