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small business

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Two men and a woman with headsets around their necks looking at a laptop, with sticky notes on a board behind
CRM Guides

Customer Journey Map for Small B2B Firms: First Call to Renewal

October 8, 2026 Krzysztof Balicki Comments Off on Customer Journey Map for Small B2B Firms: First Call to Renewal

A customer journey map for a small B2B firm is one page. It shows every contact a client has with you, from the first call to the renewal, with a named owner beside each step. Most owners can tell you exactly how deals get won. What happens after the contract is signed? That’s hazier. The […]

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Sales Management

Key Account Management for Small B2B Teams: Where to Start

September 26, 2026 Krzysztof Balicki Comments Off on Key Account Management for Small B2B Teams: Where to Start

Key account management means picking the few clients your business really depends on and giving each one a named owner, a written plan and a regular review. That way they stop sitting in the same queue as everyone else. And plenty of small B2B firms have exactly this problem: a handful of clients bring in […]

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Industry insights and trends, Security & Data

Cyber Resilience Act Reporting: What to Ask Your Software Vendors

September 25, 2026 Krzysztof Balicki Comments Off on Cyber Resilience Act Reporting: What to Ask Your Software Vendors

The Cyber Resilience Act reporting rules put new duties on manufacturers. Not on the small companies that buy their products. But they do hand you, the buyer, a solid excuse to ask every vendor one thing: how will news of a flaw and its fix actually reach us? What follows is the customer’s side of […]

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CRM best practices and tips

Overdue Invoice Follow-Up: Getting Paid and Keeping the Client

September 5, 2026 Krzysztof Balicki Comments Off on Overdue Invoice Follow-Up: Getting Paid and Keeping the Client

A polite, scheduled overdue invoice follow-up gets you paid faster than ad hoc chasing. It also protects the relationship, because the client knows what to expect at every step. Most small B2B firms are fine at sending invoices on time. Chasing them? Different story. It runs on mood and memory, and the fear of sounding […]

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Sales Management

Win-Loss Analysis for Small Sales Teams: Learning From Lost Deals

July 29, 2026 Krzysztof Balicki Comments Off on Win-Loss Analysis for Small Sales Teams: Learning From Lost Deals

Win-loss analysis boils down to three things: write down why every deal closed, go through those reasons together on a fixed schedule, and change one thing in how your team sells. Is your pipeline full of deals marked lost with zero explanation? Do the same mistakes come back every quarter? Then this is the fix. […]

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Security & Data

Invoice Fraud and Fake Bank Details: Protecting Client Records

July 28, 2026 Krzysztof Balicki Comments Off on Invoice Fraud and Fake Bank Details: Protecting Client Records

One habit stops invoice fraud and business email compromise: never change bank or contact details on the strength of an email alone. Call back on a number you already have on file, and get a second person to approve the change before anything is saved. In late July 2026 the habit matters more than usual, […]

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CRM best practices and tips

How to Pick the Right Small Business CRM: 7 Criteria That Matter

July 5, 2026 Krzysztof Balicki Comments Off on How to Pick the Right Small Business CRM: 7 Criteria That Matter

Picture a normal Tuesday. A promising lead’s phone number is buried in one person’s inbox. The follow-up date? Scrawled on a sticky note. And the pricing history sits in a spreadsheet nobody has opened in weeks. Meanwhile deals quietly slip away, because no one actually remembers who was supposed to call whom. Pick the wrong […]

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CRM best practices and tips, Sales Management

9 Pipeline Leaks That Let Hot Leads Slip Away Unnoticed

July 5, 2026 Krzysztof Balicki Comments Off on 9 Pipeline Leaks That Let Hot Leads Slip Away Unnoticed

A hot lead almost never dies because your product wasn’t good enough. It dies in a gap. An email nobody answered. A note that sat unread. A follow-up that just never happened. On their own these things look tiny. Add them up over a year, though, and they quietly drain real money from businesses that […]

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Automation & Integrations

Marketing Automation for Beginners: How to Start Simply

July 5, 2026 Krzysztof Balicki Comments Off on Marketing Automation for Beginners: How to Start Simply

Every business owner knows the feeling. A promising lead slips through the cracks, the follow-up never happens, and a sale just quietly vanishes. That’s the exact gap marketing automation is built to close. In plain terms, it’s software that takes the repetitive marketing and sales grind off your plate, so your team can spend its […]

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Customer Support

Omnichannel vs Multichannel Support: Which Setup Actually Wins?

July 5, 2026 Krzysztof Balicki Comments Off on Omnichannel vs Multichannel Support: Which Setup Actually Wins?

Every day your customers reach out however feels easiest at that moment. A quick email before work. A live chat at lunch, a phone call when something breaks, a DM on Instagram over the weekend. They rarely think about which “channel” they used, and honestly, why would they? They just expect you to remember the […]

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