Give Your CRM Software a Big K.I.S.S.

It’s never too late to start a New Year’s Resolution, or to give up something for Lent. You owe it to yourself to do something nice for yourself. How about making your life easier?

That can mean all sorts of things, right? Freeing up time, cleaning up your office, making more money, organizing your jobs, or moving into the technology age are all great ways to make things run smoother and are all things that can be done from the right CRM software.

Easy CRM Software = Easier Life

Let’s have a serious conversation here, one of those ones where we sit down in a booth in a restaurant and have an open and honest conversation. We both know that there is no good reason you are resisting the whole technology thing. You are a little scared, and that is okay. We all are.

You may be scared to make the jump from your white board or Excel spreadsheets, or you may have already tried to make the jump and bitten off more than you can chew. I understand, I feel the same way.

What we need to do is take it slow. First, understand that you aren’t the only one that is struggling, we all are. You have joined the fraternal order of the procrastinators. Not because you’re lazy, and not even because you are not smart enough to figure out the technology, but because you need to drag a whole staff, kicking and screaming, right along with you.

There is no reason to insult ourselves and assume that the best we can do is check out email and filter out medical enhancements or diet fads. You are part of a group that is ALMOST ready to move forward and do something to make your work life better. The good news is there is help. Consider these things as you move forward in your quest to make 2013 a great year.

  • Find a CRM that is SIMPLE. You want your life to be simple, so make it simple. If you need to make a note in a customer file, it shouldn’t get harder than scribbling something on a sheet of paper, and scribbling something on a calendar. In fact, it should get easier.
  • Find CRM software that’s in the “Cloud”. You need to be able to access your information from anywhere at any time. If your CRM is accessible on the Internet, you’ll be in a much better position to move things forward, wherever you are. Believe me, there is nothing like being able to check information from the comfort of a local coffee shop, with a warm beverage in your hands.
  • Find an easily customizable CRM. You aren’t looking to buy into a program that makes you restructure your company; that’s the last thing that will invite Zen into your day. All you’re looking to do is transfer the way you do business now, into a format that makes it faster and simpler. Having to hire someone just to manage your new system is not what you are looking for.
  • Find a CRM that supports you. Who is looking to add a College level course to their life to help figure out a piece of software? If you’re going to invest in something that is supposed to make your life easier, look for a company that supports you in that effort. You shouldn’t have to pay for a new system, then pay for someone to configure it for you, pay someone to train your staff, and then pay for someone to maintain the system for you… Not a good way to relieve stress on you or your wallet.
  • Find innovative CRM software. Innovative doesn’t mean to add another level of complexity to the process, it means that you align yourself with a product, company, and people that understand your pain and that can react to your problems. You are looking for an organization and product that take your suggestions to improve things, and turn out a great product that remains true to the principals that attracted you to the product in the first place.

The key to success, whether you are struggling with the system you already have, or are introducing a new one is to use the K.I.S.S. principal. For those that don’t know, it means ‘Keep It Simple, Stupid’. If you are in Construction, Home Health Care, Sales, Car Repair, a Lawyer, or any company that has a need to interact with your customers more effectively, you need to do it simply, affordably, and effectively. Talk to us. JobNimbus can help.

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Tickets Include

  • Hotel room
  • Unlimited food and beverages (including alcoholic beverages)
  • Transportation to and from the airport in Cabo
  • The event itself
  • Swag bag
  • Workbook
  • One-on-one time with specialists

Room Stats

Room Size | 522 FT² Consider this your all-access pass to excess, dripping in both luxury and ocean views. Available in king-sized or two queens – all featuring 300-count Egyptian cotton sheets.

JNSS Agenda

4:00 PM - Hotel Registration & Check-in

Check into your room, get settled, and prepare for the Welcome Party!

6:00 PM - Rooftop Welcome Party @ Los Gallos Mexican Restaurant

Join us at Los Gallos and start this summit off right! Drinks and hors d'oeuvres will be served.

9:00 PM - After Party @ Moonlight Lounge

Celebrate a day well-traveled with drinks, dancing, and good company.

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - A Look into the Future of JobNimbus

Special announcement from our CEO, Ben Hodson, about new solutions coming to JobNimbus!

10:15 AM - Mastering Your Boards

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

11:30 AM - Automation Domination

Powerful automations build a better business. Let JobNimbus handle the details so you have more time on your hands.

12:00 PM - JobNimbus Best Practices - Customer Panel

JobNimbus Best Practices led by current JobNimbus Superusers.

3:00 PM - Breakout Session #1

  • Creative Hiring @ The Red Pool
  • 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • Product Feature TBD @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • Build Reports That Get Results @ The Red Pool
  • Coffee Talk @ The Eden Pooll
  • Get Connected With Our Integrations @ Moonlight Lounge

7:00 PM - Dinner Party on the Beach

It's a party on the beach in Cabo! Dinner will be served in our custom dug-out beach area. Enjoy this unique experience!

9:00 PM - After Party @ Moonlight Lounge

Put on your dancin' shoes! Leveling up is hard, come let loose at the after party. Grab a drink and chat with great company!

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - The Importance of Company Values

Create more than just a job—establish a culture that no one wants to leave. Discover how to build your business around a core set of values.

10:00 AM - Leverage the Partner in Your Pocket

Learn about our new key features of our mobile app and what it can do to increase your team communication and efficiency.

10:30 AM - Get the Most Out of JobNimbus Integrations

See all the ways integrations can speed up your processes and help you grow your business.

12:00 PM - JobNimbus Best Practices

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

3:00 PM - Breakout Session #1

  • - 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • - Getting Your Team On-Board @ The Red Pool
  • - Simplifying Payments @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • - JobNimbus on the Go @ The Red Pool
  • - Establishing Team Commitment with Workflows @ The Eden Pool
  • - Product Feature TBD @ Moonlight Lounge

6:00 PM  - Crew Party @ Serrenade Terrace (Crew-members only)

Calling all Crew members! We have an exclusive tequila-tasting experience for you, and you guessed it—a cornhole championship!

7:00 PM - Awards Dinner @ Muse Terrace

A thank you dinner to recognize what matters most to JobNimbus: our contractors!

9:00 PM - After Party @ Moonlight Lounge

Saying goodbye is never fun. One last after party to get everyone together with drinks and dancing, of course.

8:00 AM - Breakfast with Execs

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - Simplifying Payments

Payments shouldn't be something to stress about. Let's break 'em down to simpler terms.

9:30 AM - **Special Announcement**

We are so excited to share this special announcement with our attendees! This is something you'll want in on from the front lines.

10:30 AM - Keynote Speaker

Special speaker TBA—stay tuned!

12:00 PM - EVENT END

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