CRM
Salesforce, Inc.
stock NYSE

UNH NVO CI ROP CRSP FISV BIDU CRM

Got to figure out your long term plan, set it, and follow as everyones plan and need are very different with all of the variables of life. With that said... It's taken me 7 years to determine what I want and what works for me and my short/long term plans. Below is what I have built for income and growth. I'm also 16 months from hanging my hat and will be 51.
4 Buckets - Taxable, IRA, Roth, HSA (not going to include HSA holdings)
36 overall
Stocks - ABBV, CRM, EFX, JNJ, KMB, MO, NFLX, O, OKE, PFE, SBUX, TD, VICI, UPS, DUK, MFA, T, TROW, XOM, UBER
MLP's - EPD, ET
CEF's - BST, BME
BDC's - ARCC, HTGC, MSDL, OWL (not BDC but finance and asset management)
ETF's - SCHG, SCHD, AIQ, PAVE, SOXQ, BOTZ, QQQI, SPYI
Good luck - I personally love budgeting, finance, investing, and managing it all. After several years of learning and practicing... It truly has turned into a hobby.

CRM (Salesforce) has a pretty wide moat. They’re very hard to switch away from, have the most recognizable branding in the space, the most integrations, and the most developers. I wish someone would challenge them though because their system is trash. Oracle is even worse, but I don’t know many that use them as a CRM.

Same. Excel worked for me until around 10-15 active leads, then naging mahirap na i-track kung sino yung need i-follow up.
What CRM are you using now? Curious what’s working for other brokers here

I went through the same Excel and Viber phase. It works at first, but once leads grow, it gets messy. Even a very simple CRM made a big difference for me, especially for follow-ups and tracking status.

https://preview.redd.it/pjttkw4h33bg1.png?width=1536&format=png&auto=webp&s=a59362449ba12396ee199c71cc3cee776ddd11a3
If you run a small business. Digitizing and automating routine tasks reduces costs, decreases crime, and frees you to focus on growth. This companion walks you through a practical, high-impact way to turn homemade work into scalable systems that improve your return on investment.
# 1. Why digitize and automate?
First, the why.  Homemade procedures are slow, inconsistent, and expensive in the long run. Digitization turns paper and erratic information into searchable, shareable data. Robotization takes unremarkable opinions and conduct and runs them reliably. Together, they:
* Save staff time and reduce payroll waste.
* Reduce human errors that cost money.
* Speed up client response and fulfillment. 
* Ameliorate cash inflow with faster invoicing and payments. 
* Give data you can use to make better business decisions. 
Still,  concentrate on processes where time or cost savings scale as your business grows, if your thing is a measurable ROI. Those are the processes where automation pays for itself.
# 2. Start with a simple audit.
https://preview.redd.it/9qf2z4nh33bg1.png?width=1536&format=png&auto=webp&s=e25bb69a22f3e7da2b5f9acdee16b87e19f4124e
Before buying tools, map current workflows. Walk through the day-to-day operations and answer. 
* What tasks are repetitious and rule-grounded?
* Where do documents sit on paper or in inboxes?
* Which steps cause bottlenecks or frequent mistakes?
* Where do customers or staff complain most?
Make a short list of the top 5 pain points that, if fixed, would save time, reduce costs, or increase profit. Prioritize low-trouble, high-impact fixes first. For numerous small business owners, invoicing,  force,  client dispatches, and scheduling are the big triumphs. 
# 3. Move your data to the cloud.
Paper, original flyers, and desktop lines are walls to robotization. Put your core data in the pall so everyone and every system can pierce it. 
* Use the pall storehouse for documents and bills. Organize with harmonious picking and flyers. 
* Resettle client and supplier records into a Pall CRM or central spreadsheet that can be integrated with other systems. 
* Keep fiscal data in payroll account software so it’s accessible for reporting and duty time. 
Pall systems reduce the chance of lost data and let robotization tools connect to your information fluently. 
# 4. Automate bookkeeping and cash flow
https://preview.redd.it/569rebph33bg1.png?width=1536&format=png&auto=webp&s=f848b204a5c794575eb13d0e766c771baaa0e9c8
Account is frequently the first place small business owners automate because the ROI is egregious. 
* Use Pall account software for automatic bank feeds,  expenditure prisoner, and confirmed deals. 
* Set up recurring checks and automatic payment reminders to reduce late payments. 
* Automate expenditure blessing workflows so staff can submit bills from their phones, and payments are logged automatically. 
* Schedule regular fiscal reports to be generated and posted to you or your chronicler. 
Faster invoicing and better receivables operations ameliorate cash inflow, which directly boosts ROI. 
# 5. Streamline customer management with a CRM.
A CRM isn't just for deals brigades. It centralizes client history, orders, dispatches, and marketing. 
* Track leads to conversion so you know which channels actually induce profit. 
* Automate follow-ups. For illustration,  shoot a welcome dispatch after purchase and a review request two weeks later. 
* Use CRM data to target members for targeted offers,  adding conversion rates and continuance value. 
Start small. A featherlight CRM that integrates with your dispatch and account system frequently gives the biggest immediate benefit. 
# 6. Automate marketing and customer engagement
https://preview.redd.it/urg7fqph33bg1.png?width=1536&format=png&auto=webp&s=1793688c50616ffca25f30fd7404390a69270cda
Marketing robotization increases effectiveness and thickness. 
* Figure dispatch sequences for onboarding, reactivation, and elevations. 
* Use automated SMS or dispatch monuments for movables and abandoned wagons. 
* Schedule social media posts in batches rather than posting manually every day. 
* Dissect crusade performance and double down on what works. 
Good robotization increases deals without adding headcount. Make sure every marketing robotization link backs to measurable KPIs like open rates, conversion rates, and profit per campaign. 
# 7. Digitize operations and inventory
Still,  force miscalculations bring a loss if your small business sells products. 
* Use a pall-grounded force operation system that syncs with deals channels and your POS. 
* Automate reorder points so you reorder stock before it runs out. 
* Use barcode scanning to reduce selecting and shipping errors. 
For service businesses, digitize scheduling and resource allocation. Let guests book online and shoot automated documentation and monuments. You’ll reduce no- shows and executive back- and- forth.  
# 8. Integrate systems with no-code automation.
https://preview.redd.it/cg0xgpnh33bg1.png?width=1536&format=png&auto=webp&s=88324c88fa67b570a192ce666e4483915a04ebbe
The real authority comes when your systems talk to each other.
* Use integration tools to connect CRM, accounts, e-commerce, scheduling, and dispatch systems. 
* Automate routine cross-system tasks. Illustration: when an online order is placed,  produce a tab, update force, and dispatch a payload evidence. 
* Use triggers and rules to keep data harmonious and reduce manual entry. 
No-code platforms make integrations accessible without hiring developers. Start with 2–3 integrations that eliminate the most manual handoffs.
# 9. Use chatbots and automated customer support.
Client service is expensive but essential. Chatbots can handle common inquiries 24/7 and escalate complex issues to humans. 
* Apply a chatbot for constantly asked questions like hours,  locales,  dispatching policy, and introductory troubleshooting. 
* Produce mimetic responses for dispatch and converse to keep replies prompt and harmonious. 
* Use marking robotization to route issues to the right platoon member and follow up automatically until they’re resolved. 
A fast, predictable support experience builds loyalty and reduces time spent answering repetitive questions.
# 10. Secure and document processes.
https://preview.redd.it/qzej2pph33bg1.png?width=1536&format=png&auto=webp&s=707029edf9571217e0d951d6520ef81d227af1f7
Robotization only works if it’s dependable and secure. 
* Document workflows and robotization rules so you can maintain and improve them. 
* Set access controls and warrants so only sanctioned people can change fiscal or client data. 
* Back up critical data and test the tragedy reclamation plans. 
* Keep software streamlined and use multi-factor authentication for crucial accounts. 
Security and attestation minimize time-outs and help prevent expensive miscalculations that destroy ROI earnings.
# 11. Train your team and manage change.
Digital tools only deliver when people use them well.
* Train staff on new tools with short, practical sessions.
* Create quick-reference guides for common tasks.
* Give time for adoption and collect feedback. Automations often need tuning.
* Celebrate wins. When you save hours or cut errors, share the results so the team sees the value.
Make process improvement part of regular operations. Encourage staff to suggest automations for their pain points.
# 12. Measure ROI and iterate
https://preview.redd.it/2411f3qh33bg1.png?width=1536&format=png&auto=webp&s=e5131cf2864a55bb9da450dab4b4bf2ae8a19544
Track outcomes to show value and guide next steps.
* Define metrics before implementing changes.  Track time saved, error rates,  profit per client, and cash inflow advancements. 
* Run an ahead- and- after comparison over a month or quarter. 
* Still, tweak the rules or deprioritize it if a tool or robotization isn’t delivering. Not every candescent tool is worth the cost. 
Small businesses profit from nonstop enhancement. Small, measurable triumphs accumulate over time. 
# 13. Budgeting and choosing tools wisely
You don’t need enterprise software. Focus on solutions that are:
* Affordable and scalable.
* Easy to integrate.
* Supported by good documentation and customer service.
* Aligned with the specific ROI you want.
Use free trials to test fit. Start with one robotization that removes the biggest tailback. Reinvest savings into the coming enhancement. 
 
# 14. Common  risks to avoid 
https://preview.redd.it/41j8exnh33bg1.png?width=1536&format=png&auto=webp&s=0b3bdfb2f617a9b099bd7f95e32a7513bd5893b5
* Automating the wrong thing. Don’t automate a broken process. Fix the process first.
* Ignoring data hygiene. Bad data creates bad automation outcomes.
* Over-automating. Some interactions need a human touch. Use automation to enhance, not replace, real relationships.
* Skipping training. Tools are only as coherent as the people who use them. 
 Avoid these traps, and your robotization investments will pay off briskly. 
 
# 15. Quick act checklist 
Still, there’s a short roster you can follow. If you want to get started this week. 
* Pick one high-impact process to digitize( invoicing, scheduling, or force). 
* Move related documents and the client's Word to the cloud storehouse or a CRM. 
* Set up one robotization( recreating tab, appointment monuments, or reorder cautions). 
* Measure birth time cost and track advancements after two weeks. 
* Train staff on the new workflow and collect feedback. 
A small way leads to big returns. The thing is harmonious improvement, not overnight perfection.
# Final thought
Digitizing and automating isn't a one-time design. It’s an ongoing strategy to make your [small business](http://matchvalley.in) narrow, brisk, and easier to estimate. Start with the simplest, highest-impact changes, measure results, and reinvest the savings. Over time, you’ll see better cash inflow, lower misconceptions, and staff focusing on work that grows the business. That’s how robotization turns into a pukka return on investment.

UNH NVO CI ROP CRSP FISV BIDU CRM

Got to figure out your long term plan, set it, and follow as everyones plan and need are very different with all of the variables of life. With that said... It's taken me 7 years to determine what I want and what works for me and my short/long term plans. Below is what I have built for income and growth. I'm also 16 months from hanging my hat and will be 51.
4 Buckets - Taxable, IRA, Roth, HSA (not going to include HSA holdings)
36 overall
Stocks - ABBV, CRM, EFX, JNJ, KMB, MO, NFLX, O, OKE, PFE, SBUX, TD, VICI, UPS, DUK, MFA, T, TROW, XOM, UBER
MLP's - EPD, ET
CEF's - BST, BME
BDC's - ARCC, HTGC, MSDL, OWL (not BDC but finance and asset management)
ETF's - SCHG, SCHD, AIQ, PAVE, SOXQ, BOTZ, QQQI, SPYI
Good luck - I personally love budgeting, finance, investing, and managing it all. After several years of learning and practicing... It truly has turned into a hobby.

CRM (Salesforce) has a pretty wide moat. They’re very hard to switch away from, have the most recognizable branding in the space, the most integrations, and the most developers. I wish someone would challenge them though because their system is trash. Oracle is even worse, but I don’t know many that use them as a CRM.

Same. Excel worked for me until around 10-15 active leads, then naging mahirap na i-track kung sino yung need i-follow up.
What CRM are you using now? Curious what’s working for other brokers here

I went through the same Excel and Viber phase. It works at first, but once leads grow, it gets messy. Even a very simple CRM made a big difference for me, especially for follow-ups and tracking status.

https://preview.redd.it/pjttkw4h33bg1.png?width=1536&format=png&auto=webp&s=a59362449ba12396ee199c71cc3cee776ddd11a3
If you run a small business. Digitizing and automating routine tasks reduces costs, decreases crime, and frees you to focus on growth. This companion walks you through a practical, high-impact way to turn homemade work into scalable systems that improve your return on investment.
# 1. Why digitize and automate?
First, the why.  Homemade procedures are slow, inconsistent, and expensive in the long run. Digitization turns paper and erratic information into searchable, shareable data. Robotization takes unremarkable opinions and conduct and runs them reliably. Together, they:
* Save staff time and reduce payroll waste.
* Reduce human errors that cost money.
* Speed up client response and fulfillment. 
* Ameliorate cash inflow with faster invoicing and payments. 
* Give data you can use to make better business decisions. 
Still,  concentrate on processes where time or cost savings scale as your business grows, if your thing is a measurable ROI. Those are the processes where automation pays for itself.
# 2. Start with a simple audit.
https://preview.redd.it/9qf2z4nh33bg1.png?width=1536&format=png&auto=webp&s=e25bb69a22f3e7da2b5f9acdee16b87e19f4124e
Before buying tools, map current workflows. Walk through the day-to-day operations and answer. 
* What tasks are repetitious and rule-grounded?
* Where do documents sit on paper or in inboxes?
* Which steps cause bottlenecks or frequent mistakes?
* Where do customers or staff complain most?
Make a short list of the top 5 pain points that, if fixed, would save time, reduce costs, or increase profit. Prioritize low-trouble, high-impact fixes first. For numerous small business owners, invoicing,  force,  client dispatches, and scheduling are the big triumphs. 
# 3. Move your data to the cloud.
Paper, original flyers, and desktop lines are walls to robotization. Put your core data in the pall so everyone and every system can pierce it. 
* Use the pall storehouse for documents and bills. Organize with harmonious picking and flyers. 
* Resettle client and supplier records into a Pall CRM or central spreadsheet that can be integrated with other systems. 
* Keep fiscal data in payroll account software so it’s accessible for reporting and duty time. 
Pall systems reduce the chance of lost data and let robotization tools connect to your information fluently. 
# 4. Automate bookkeeping and cash flow
https://preview.redd.it/569rebph33bg1.png?width=1536&format=png&auto=webp&s=f848b204a5c794575eb13d0e766c771baaa0e9c8
Account is frequently the first place small business owners automate because the ROI is egregious. 
* Use Pall account software for automatic bank feeds,  expenditure prisoner, and confirmed deals. 
* Set up recurring checks and automatic payment reminders to reduce late payments. 
* Automate expenditure blessing workflows so staff can submit bills from their phones, and payments are logged automatically. 
* Schedule regular fiscal reports to be generated and posted to you or your chronicler. 
Faster invoicing and better receivables operations ameliorate cash inflow, which directly boosts ROI. 
# 5. Streamline customer management with a CRM.
A CRM isn't just for deals brigades. It centralizes client history, orders, dispatches, and marketing. 
* Track leads to conversion so you know which channels actually induce profit. 
* Automate follow-ups. For illustration,  shoot a welcome dispatch after purchase and a review request two weeks later. 
* Use CRM data to target members for targeted offers,  adding conversion rates and continuance value. 
Start small. A featherlight CRM that integrates with your dispatch and account system frequently gives the biggest immediate benefit. 
# 6. Automate marketing and customer engagement
https://preview.redd.it/urg7fqph33bg1.png?width=1536&format=png&auto=webp&s=1793688c50616ffca25f30fd7404390a69270cda
Marketing robotization increases effectiveness and thickness. 
* Figure dispatch sequences for onboarding, reactivation, and elevations. 
* Use automated SMS or dispatch monuments for movables and abandoned wagons. 
* Schedule social media posts in batches rather than posting manually every day. 
* Dissect crusade performance and double down on what works. 
Good robotization increases deals without adding headcount. Make sure every marketing robotization link backs to measurable KPIs like open rates, conversion rates, and profit per campaign. 
# 7. Digitize operations and inventory
Still,  force miscalculations bring a loss if your small business sells products. 
* Use a pall-grounded force operation system that syncs with deals channels and your POS. 
* Automate reorder points so you reorder stock before it runs out. 
* Use barcode scanning to reduce selecting and shipping errors. 
For service businesses, digitize scheduling and resource allocation. Let guests book online and shoot automated documentation and monuments. You’ll reduce no- shows and executive back- and- forth.  
# 8. Integrate systems with no-code automation.
https://preview.redd.it/cg0xgpnh33bg1.png?width=1536&format=png&auto=webp&s=88324c88fa67b570a192ce666e4483915a04ebbe
The real authority comes when your systems talk to each other.
* Use integration tools to connect CRM, accounts, e-commerce, scheduling, and dispatch systems. 
* Automate routine cross-system tasks. Illustration: when an online order is placed,  produce a tab, update force, and dispatch a payload evidence. 
* Use triggers and rules to keep data harmonious and reduce manual entry. 
No-code platforms make integrations accessible without hiring developers. Start with 2–3 integrations that eliminate the most manual handoffs.
# 9. Use chatbots and automated customer support.
Client service is expensive but essential. Chatbots can handle common inquiries 24/7 and escalate complex issues to humans. 
* Apply a chatbot for constantly asked questions like hours,  locales,  dispatching policy, and introductory troubleshooting. 
* Produce mimetic responses for dispatch and converse to keep replies prompt and harmonious. 
* Use marking robotization to route issues to the right platoon member and follow up automatically until they’re resolved. 
A fast, predictable support experience builds loyalty and reduces time spent answering repetitive questions.
# 10. Secure and document processes.
https://preview.redd.it/qzej2pph33bg1.png?width=1536&format=png&auto=webp&s=707029edf9571217e0d951d6520ef81d227af1f7
Robotization only works if it’s dependable and secure. 
* Document workflows and robotization rules so you can maintain and improve them. 
* Set access controls and warrants so only sanctioned people can change fiscal or client data. 
* Back up critical data and test the tragedy reclamation plans. 
* Keep software streamlined and use multi-factor authentication for crucial accounts. 
Security and attestation minimize time-outs and help prevent expensive miscalculations that destroy ROI earnings.
# 11. Train your team and manage change.
Digital tools only deliver when people use them well.
* Train staff on new tools with short, practical sessions.
* Create quick-reference guides for common tasks.
* Give time for adoption and collect feedback. Automations often need tuning.
* Celebrate wins. When you save hours or cut errors, share the results so the team sees the value.
Make process improvement part of regular operations. Encourage staff to suggest automations for their pain points.
# 12. Measure ROI and iterate
https://preview.redd.it/2411f3qh33bg1.png?width=1536&format=png&auto=webp&s=e5131cf2864a55bb9da450dab4b4bf2ae8a19544
Track outcomes to show value and guide next steps.
* Define metrics before implementing changes.  Track time saved, error rates,  profit per client, and cash inflow advancements. 
* Run an ahead- and- after comparison over a month or quarter. 
* Still, tweak the rules or deprioritize it if a tool or robotization isn’t delivering. Not every candescent tool is worth the cost. 
Small businesses profit from nonstop enhancement. Small, measurable triumphs accumulate over time. 
# 13. Budgeting and choosing tools wisely
You don’t need enterprise software. Focus on solutions that are:
* Affordable and scalable.
* Easy to integrate.
* Supported by good documentation and customer service.
* Aligned with the specific ROI you want.
Use free trials to test fit. Start with one robotization that removes the biggest tailback. Reinvest savings into the coming enhancement. 
 
# 14. Common  risks to avoid 
https://preview.redd.it/41j8exnh33bg1.png?width=1536&format=png&auto=webp&s=0b3bdfb2f617a9b099bd7f95e32a7513bd5893b5
* Automating the wrong thing. Don’t automate a broken process. Fix the process first.
* Ignoring data hygiene. Bad data creates bad automation outcomes.
* Over-automating. Some interactions need a human touch. Use automation to enhance, not replace, real relationships.
* Skipping training. Tools are only as coherent as the people who use them. 
 Avoid these traps, and your robotization investments will pay off briskly. 
 
# 15. Quick act checklist 
Still, there’s a short roster you can follow. If you want to get started this week. 
* Pick one high-impact process to digitize( invoicing, scheduling, or force). 
* Move related documents and the client's Word to the cloud storehouse or a CRM. 
* Set up one robotization( recreating tab, appointment monuments, or reorder cautions). 
* Measure birth time cost and track advancements after two weeks. 
* Train staff on the new workflow and collect feedback. 
A small way leads to big returns. The thing is harmonious improvement, not overnight perfection.
# Final thought
Digitizing and automating isn't a one-time design. It’s an ongoing strategy to make your [small business](http://matchvalley.in) narrow, brisk, and easier to estimate. Start with the simplest, highest-impact changes, measure results, and reinvest the savings. Over time, you’ll see better cash inflow, lower misconceptions, and staff focusing on work that grows the business. That’s how robotization turns into a pukka return on investment.

I've been thinking about this too. Today I just bought a little basket of: ADSK, APP, CRM, CRWD, INTU, NFLX, NOW, PANW, SHOP, SPOT, VEEV, ZS.
Not much though. I think these companies are getting undervalued compared to their historical valuations but the drawdown can continue for some time. (And might provide continued opportunities to add.)

MELI, SOFI, RKLB, DTE, CRM, PYPL, XIACY, GOOG, TMC 🤷‍♀️ BABA, ANET, PANW, ADBE

Wasn't a good day for APP, PLTR, ADBE, CRM, INTU, MSFT etc.

I think this is all true, and you've certainly looked at this company more than I have. But I think what you may be missing is the consideration of where the market is, the current tech landscape, and the real-world "how," people make stock purchase decisions.
In the real world, stock-buyers (I know I'm blending together a lot of different participants and strategies, but bear with me) aren't just looking at companies like CRM in a vacuum but evaluating it against all other opportunities in the market.
There are many other mature companies with similar performance that aren't 1 degree away from being in direct competition with the biggest tech change since cloud, mobile, internet.

Too much competition for CRM software already

why is CRM getting pummeled today. don't see any news.

CRM, TTD as well

BTC CRM 260c for .10 (+.90).
Software is getting whacked. CRWD ZS MDB ADBE PANW etc all down today. Semis are all up bigly.