Consultant’s Secrets: The insiders guide to selecting your next CRM

Consultant’s Secrets: The insiders guide to selecting your next CRM

The digital technorati in their infinite wisdom have continued to use the term CRM - Customer Relationship Management System for software now for about 40 years. However during that time we went from visiting people’s houses or businesses door to door to visiting people’s social media feeds. Countless CRM companies have come and gone, each a product of their era, their biases, and the problems they wanted to solve. The term has never changed. Buying a CRM is more complex and confusing than ever.

5/13/2025

Why Every Small Business Needs a Sales “Fitbit”

Why Every Small Business Needs a Sales “Fitbit”

I've been working on a series of articles on how small businesses and freelancers can get better at the sales and growth sides of their business. This first post is focused on where you should start out if you're feeling anxious about this stuff. Namely... tracking what you are doing and understanding how that is, or isn't, contributing to your company's growth. I'd love to hear from you if this is on your mind!

Nate Parsons

Nate Parsons

5/1/2025

Good technology decisions: A framework for CFOs and other non-technical leaders

Good technology decisions: A framework for CFOs and other non-technical leaders

If you're an Executive Director, Chief Financial Officer, or VP being asked to make major technology decisions and feeling the weight and anxiety of those, this article is for you. I've put together a decision making framework you can use to help ensure these decisions get made well. Like many things in life, the key is to stop thinking you need to make the best choice, and start focusing on how you can ensure the best choices get made.

Nate Parsons

Nate Parsons

2/28/2025

Want to make your job, life, and small business better?

Want to make your job, life, and small business better?

Want to have this year be less stressful than last year? Take a few minutes to learn about the amazing and rarely discussed skill of estimation. It will help you set realistic expectations for you and those around you, help you identify risks before you run into them, and make you a happier person. (I mean, probably...) I've even thrown in a Nate approved starter template to help get you off the ground in dramatic fashion. Happy New Year!

Nate Parsons

Nate Parsons

1/2/2025

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