Julia Blake, Helping Businesses Grow
Julia Blake, Helping Businesses Grow
  • Видео 192
  • Просмотров 32 268
Are you making the most of your CRM? (2024)
That's a big question! In this video I break down how to answer that question :)
Find out how to work out what you want a CRM to do for you; how to set it up so that it does that; and what else it might do, that you would find very useful in your business!
#CRM #Business #BusinessHelp #BusinessGrowth @CapsuleCRM #BusinessHacks #CRMQuestions #CRMSetUp #CRMhelp @xero @pipedrive @HubSpot-CRM
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Are you an ambitious service-based business owner?
Do you feel frustrated that you have the potential to maximise your sales opportunities, and deliver more better, but for some reason - ju...
Просмотров: 43

Видео

Stronger Together Get Together - October 2024 - how to build trust!
Просмотров 5616 часов назад
Sarah Sangster shares how to build trust before outreach! If you are tired of cold leads and not converting sales then this is for you! Sarah shares her 10 step plan too - it's not to be missed! #businessowner #business #marketing #marketingdigital #marketinghelp #marketingstrategy #businesshelp #sales #crm ...........................................................................................
What's working, right now, in the real world for business owners!
Просмотров 1319 часов назад
It's not a magic pill - check out Tracey Miller's whole session ... #businessowner #short
New Feature alert! Check out Comments and Mentions in Capsule CRM (2024)
Просмотров 22День назад
New Feature alert! Comments and mentions are now in Capsule CRM 😀 Check them out in this short video from Capsule 😀 #CRM #CapsuleCRM #business #businesshelp #businessowner #CapsuleHelp
What is Contact and Organisation enrichment in Capsule CRM and how does it work? (2024)
Просмотров 3521 день назад
What is Contact and Organisation enrichment in Capsule CRM and how does it work? This new feature is fab! Find out more in this help video :) #Companyenrichment #CapsuleCRM #Capsule #CapsuleCRMHelp #CapsuleHelp #OrganisationEnrichmentInCapsule #CapsuleContactEnrichment ..................................................................................................................... Are you a...
Stronger Together Get Together - September 2024 - how to make the most of the rest of 2024!
Просмотров 7628 дней назад
Tracey Miller, MD of Bigger Brighter Bolder, shares 5 top tips to make the most the rest of 2024 in your business! Check it out - it's full of practical, tactical business help, ideas, hacks and much more! #businessowner #businessowner #BusinessHelp #BusinessGrowth #BusinessHacks .......................................................................................................................
Rainy start, sunny end with amazing clouds and the Alps thrown in! Hello Crete!
Просмотров 5Месяц назад
Rainy start, sunny end with amazing clouds and the Alps thrown in! Hello Crete!
French Road Trip! The Loire ❤️
Просмотров 11Месяц назад
French Road Trip! The Loire ❤️
Upload a file or photo from your phone to a contact, opportunity or project in CapsuleCRM (2024)
Просмотров 69Месяц назад
Upload a file or photo from your phone to a contact, opportunity or project in CapsuleCRM (2024)
What is Organisation enrichment in Capsule CRM and how does it work? (2024)
Просмотров 47Месяц назад
What is Organisation enrichment in Capsule CRM and how does it work? (2024)
Blue Caves, Montenegro - simply stunning ❤️
Просмотров 17Месяц назад
Blue Caves, Montenegro - simply stunning ❤️
Searching for people based on the attributes of Organisations (2024)
Просмотров 12Месяц назад
Searching for people based on the attributes of Organisations (2024)
Transpond! An introduction :)
Просмотров 87Месяц назад
Transpond! An introduction :)
The Capsule CRM app - how to set it up and what you can do on it!
Просмотров 612 месяца назад
The Capsule CRM app - how to set it up and what you can do on it!
Beautiful walled medieval town of Kotor, Montenegro 🇲🇪 ♥️
Просмотров 92 месяца назад
Beautiful walled medieval town of Kotor, Montenegro 🇲🇪 ♥️
Beautiful fishing village of Bigova, Montenegro 🇲🇪 ❤️
Просмотров 472 месяца назад
Beautiful fishing village of Bigova, Montenegro 🇲🇪 ❤️
Stunning Perast in the Bay of Kotor, Montenegro 🇲🇪 ❤️
Просмотров 102 месяца назад
Stunning Perast in the Bay of Kotor, Montenegro 🇲🇪 ❤️
Submarine tunnels of Kotor!
Просмотров 342 месяца назад
Submarine tunnels of Kotor!
What Languages does Capsule come in and can I have different currencies in my Pipeline?
Просмотров 173 месяца назад
What Languages does Capsule come in and can I have different currencies in my Pipeline?
Ha ha, me being interviewed part 2!
Просмотров 293 месяца назад
Ha ha, me being interviewed part 2!
Ha ha, me being interviewed!
Просмотров 113 месяца назад
Ha ha, me being interviewed!
Stronger Together Get Together - June 24: How Processes can Empower and Liberate You!
Просмотров 324 месяца назад
Stronger Together Get Together - June 24: How Processes can Empower and Liberate You!
Capsule Tracks
Просмотров 704 месяца назад
Capsule Tracks
Who Am I? Find out who I am, and why I do what I do ...
Просмотров 254 месяца назад
Who Am I? Find out who I am, and why I do what I do ...
Guide to Importing Opportunities into Capsule CRM (2024)
Просмотров 1164 месяца назад
Guide to Importing Opportunities into Capsule CRM (2024)
Blake Consultants YouTube Ad New May 2024
Просмотров 6 тыс.4 месяца назад
Blake Consultants RUclips Ad New May 2024
Guide to Capsule CRM Task Categories and Activity Types (2024)
Просмотров 804 месяца назад
Guide to Capsule CRM Task Categories and Activity Types (2024)
Guide to Capsule CRM Pricing, features and benefits (2024)
Просмотров 895 месяцев назад
Guide to Capsule CRM Pricing, features and benefits (2024)
Stronger Together Get Together - May 24: How to Elevate Your Business Performance
Просмотров 425 месяцев назад
Stronger Together Get Together - May 24: How to Elevate Your Business Performance
Roots and Shoots, finish the tax year strong, and start new one well!
Просмотров 176 месяцев назад
Roots and Shoots, finish the tax year strong, and start new one well!

Комментарии

  • @DavidFarmer-LimeFinance
    @DavidFarmer-LimeFinance 2 дня назад

    Does person enrichment need to be switched on? I cannot find it working on people?

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 2 дня назад

      Hi! It's available on the Growth plan, not on the Teams plan - might that be the issue?

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 2 дня назад

      This video will help too :) ruclips.net/video/rlN_LeGeVtg/видео.htmlsi=Cde_WDUh9GzRa_N7

    • @DavidFarmer-LimeFinance
      @DavidFarmer-LimeFinance 2 дня назад

      @@JuliaBlakeBCL OK, might stick where we are because we have Teams plan and Capsule gave us more storage!

  • @Mel-w7i
    @Mel-w7i Месяц назад

    does the free 3 months extend to Australia or only the UK?

    • @JuliaBlakeBCL
      @JuliaBlakeBCL Месяц назад

      @Mel-w7i not just the UK :) email me on Julia.blake@blakeconsultants.co.uk and we'll sort it out 😀

  • @eprohoda
    @eprohoda Месяц назад

    yo~Julia~gorgeous vlog. ciao~ ✋

  • @plainsailingmotivation7864
    @plainsailingmotivation7864 Месяц назад

    Hi Julia - Really helpful thak you - but how do you add a photo of a document to capsule via a mobile please?

    • @JuliaBlakeBCL
      @JuliaBlakeBCL Месяц назад

      Hello :) I'm pleased you found this helpful :) And, great question :) Find the contact in the app, click on the 3 dots top right and choose "Log Activity" then choose Add Note and type something in - maybe a descrtion for example, then click on save. The next screen as a paperclip with a + on it. Click this to choose what to up upload :) Hope that helps? Let me know 😀

  • @mdborhan9703
    @mdborhan9703 3 месяца назад

    Hi There, It's Borhan here! I'm a huge fan of your "Julia Blake, Helping Businesses Grow" RUclips channel. Your content is always top-notch, and I can see the passion and effort you pour into each video. I believe you have incredible potential to reach an even wider audience with a solid RUclips strategy. I would love to schedule a short meeting with you to discuss how I can help you grow your channel faster. This is not a sales call, but an opportunity to share ideas and offer assistance. Let me know if you're interested, and we can find a convenient time to chat. Thanks for your time and for creating such amazing content. Keep up the fantastic work!

  • @George-ht5lq
    @George-ht5lq 3 месяца назад

    Hi Julia, great video! Have you been able to do contact uploads and attach them to specific opportunities. We are trying to upload contact names and emails for members of the teams who are working on the opportunities we are setting up. Seems to be a limitation with capsule but maybe I'm missing something. thanks!

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 3 месяца назад

      Hi George, I'm pleased you found the video helpful 😀 I believe you can assign opportunities to a user when importing them 😀

    • @George-ht5lq
      @George-ht5lq 3 месяца назад

      @@JuliaBlakeBCL Thanks I'll give it a try :)

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 3 месяца назад

      @@George-ht5lq let me know how you get on :)

  • @JuliaBlakeBCL
    @JuliaBlakeBCL 4 месяца назад

    The Dashboard has been updated since this video :) Here's the link to find out how it looks now: blakeconsultants.co.uk/The_New_Capsule_dashboard #CapsuleCRM #Capsule #CapsuleCRMHelp #CapsuleCRMDashboard

  • @kikigirlkauai
    @kikigirlkauai 4 месяца назад

    I’ll have watch more videos . But this really helped explain how the actual system is designed to help small businesses. The first part helped me understand flow.

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 4 месяца назад

      I am really pleased that you found it so useful! Let me know what you think of the other videos and let me know if you have any questions :)

  • @yootesa1515
    @yootesa1515 5 месяцев назад

    does capsule have a drip campaign feature?

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 5 месяцев назад

      Not as such, happy to hop on a call to discuss how to send emails from Capsule, please book a discovery call, or send me a message on julia.blake@blakeconsultants.co.uk 😀

  • @willnicholls1915
    @willnicholls1915 5 месяцев назад

    Absolutely excellent training videos.William Nicholls CEO Maltix Business systems

    • @juliablake2467
      @juliablake2467 5 месяцев назад

      Thank you William, I'm really pleased that you're finding the videos useful :)

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 4 месяца назад

      Glad you like them Will, thanks for your comment, much appreciated :)

  • @finance-solutions
    @finance-solutions 7 месяцев назад

    I can drag my tasks to the left of the screen! Happy now :) Good work Julia.

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 7 месяцев назад

      You are very welcome - it's good isn't it!

  • @JulesRandall-s5o
    @JulesRandall-s5o 8 месяцев назад

    Thanks for having me - it's lovely to be part of the Stronger Together community!

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 8 месяцев назад

      You're very welcome, you were fab! What a great session! Thank you again :)

  • @walterski8377
    @walterski8377 11 месяцев назад

    Click a little slower, i know you know the software, we don't.

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 11 месяцев назад

      Thanks for your feeback, let me know if you have any questions. You might be interested in booking a Complimentary Capsule Check-In, here's the link if you are: blakeconsultants.co.uk/ComplimentaryCapsuleCRMCheckIn

  • @walterski8377
    @walterski8377 11 месяцев назад

    What would be REALLY helpful is lots of different examples.

  • @miteshc1
    @miteshc1 Год назад

    wow brilliant, thank you !

    • @JuliaBlakeBCL
      @JuliaBlakeBCL Год назад

      You are very welome, I'm glad you found it useful :)

  • @mmroofs
    @mmroofs Год назад

    2:30 -link to book?

    • @JuliaBlakeBCL
      @JuliaBlakeBCL Год назад

      Here you go :) mailchi.mp/56fafa42dcf4/ideal_client_avatar

    • @mmroofs
      @mmroofs Год назад

      Thank you! Looking forward to reading it.

  • @TeodoroTjCoCon-uiJr
    @TeodoroTjCoCon-uiJr Год назад

    I appreciate this tutorial! Thank you Julia!

    • @JuliaBlakeBCL
      @JuliaBlakeBCL Год назад

      You are very welcome :) Have you checked out my other Capsule videos?

  • @mmroofs
    @mmroofs Год назад

    If I’m understanding this correctly - It appears that projects are almost identical to an opportunity except for a few differences-like boards? And maybe a few more track options? Thanks for explaining this to us. It’s good to know we can push info from an existing opportunity to create a project.

  • @bespokenvoicespeech
    @bespokenvoicespeech Год назад

    Lovely comprehensive talk, Victoria, delivered beautifully.

  • @mvillarreal6141
    @mvillarreal6141 2 года назад

    ᴘʀᴏᴍᴏsᴍ 😡

  • @JuliaBlakeBCL
    @JuliaBlakeBCL 2 года назад

    10 Top Capsule Tips which give you the gift of time! @CapsuleCRM #CapsuleCRM

  • @emmarundle4375
    @emmarundle4375 2 года назад

    Hi all, thanks for your inputs during this session. If you want to see any more tips or content from me, please visit my RUclips channel at ruclips.net/channel/UCKXFXq2h7nqjkx5G1_8SkFQ

  • @jobaldwin2629
    @jobaldwin2629 2 года назад

    Yep, momentum is key, and clearing those blocks. What you focus on grows, ignore the news and psychosis from media, there is always potential 🌟💥

  • @bespokenvoicespeech
    @bespokenvoicespeech 2 года назад

    This was such a great talk. I would say Sara is an expert in her field - not just being a personal trainer, but so much more!

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 2 года назад

      It was, wasn't it! Sara is fab :)

  • @majidhargey2104
    @majidhargey2104 2 года назад

    Can Capsule integrate with Sage one online

  • @derricksponsel5392
    @derricksponsel5392 3 года назад

    I can’t stop dealing with *hackderick11on instagram* i applies for his SBA loan great 👍 work sir

  • @CabinteelyBrewer
    @CabinteelyBrewer 3 года назад

    I found this really useful Julia. I have just signed up for Capsule and didn't really know where to start but your series of 4 videos were really good to get me going. Thanks so much.

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 3 года назад

      Thank you so much, so good to hear :)

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 3 года назад

      Shout if you have any questions, and I have a series of hints and tips emails I can send you to help even more if you'd like :)

  • @SteveThornbury
    @SteveThornbury 3 года назад

    Great meetings, many thanks for running them

  • @emmett8462
    @emmett8462 3 года назад

    Hi mate!! Great job on the channel! Have you thought about using smzeus . c o m to help grow your channel?

  • @SilversidesSage
    @SilversidesSage 4 года назад

    If you are in the United States, run from Xero! It's a nightmare for how US accountants use financial data. Quickbooks has it's problems, but not as problematic as Xero...

  • @blijlevendesign2344
    @blijlevendesign2344 4 года назад

    Thank you very much Julia, this is super usefull!

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 4 года назад

      You are very welcome :)

    • @blijlevendesign2344
      @blijlevendesign2344 4 года назад

      @@JuliaBlakeBCL Just watched the entire series! It gives a good insight in the possibilities of Capsule. Now I know (as a small business owner) this is exactly what I am looking for! Very excited to start using it :)

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 4 года назад

      ​@@blijlevendesign2344 oh, that's excellent to hear, thank you for your feedback :) It is an excellent system! Let's connect on LinkedIn, and happy to help you with your CapsuleCRM too if you'd like - do email me on julia.blake@blakeconsultants.co.uk :)

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 4 года назад

      @@blijlevendesign2344 I'm sharing CapsuleCRM hints and tips in July - happy to send them to you, here's the link: eepurl.com/dMXkrg

  • @christopherscott46
    @christopherscott46 4 года назад

    0:31 myhotmom.online

  • @hyweltthomas
    @hyweltthomas 4 года назад

    I discovered Capsule recently and totally agree; it's a great system - especially when integrated with accounts. A lot of CRMs obsess with finding the business, but are not very good at storing info once the prospect becomes a client. The workflow in Capsule - Prospect in the Sales Pipeline to Case Open to Case Closed - is very intuitive and a great way of dealing with companies from first contact to ongoing resource - custom fields are great for customisation too. And having a record of emails is also very useful. I sound like I work for the company, I don't! But it's a system I've been looking for for a long time!

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 4 года назад

      So pleased you have found it :) I couldn't agree more - it's fab isn't it! Let me know if I can be of any assistance :)

  • @jonathanredding1133
    @jonathanredding1133 4 года назад

    very useful indeed thank you Julia

  • @jleakevaservices
    @jleakevaservices 4 года назад

    Where do I find the other 3 tutorials please?

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 4 года назад

      Hi Jacqueline, they should pop up on the play list - but here are the links in case they don't :) ruclips.net/video/kabf2-ufnSk/видео.html ruclips.net/video/axFG1P8Ty9Y/видео.html ruclips.net/video/z1g8Pt8JtZ8/видео.html

    • @jleakevaservices
      @jleakevaservices 4 года назад

      @@JuliaBlakeBCL Yes, that's what I thought, but they didn't follow through! Thank you I found your explanation most helpful.

    • @JuliaBlakeBCL
      @JuliaBlakeBCL 4 года назад

      @@jleakevaservices so pleased to hear that :) Let me know if I can be of any more help :)

  • @TaufikNaaim
    @TaufikNaaim 4 года назад

    Thank you for the insight

  • @JuliaBlakeBCL
    @JuliaBlakeBCL 4 года назад

    Download your own copy of my eBook: Understand the Importance of Knowing Your Ideal Client and Create Your Own Avatar by clicking here: mailchi.mp/56fafa42dcf4/ideal_client_avatar

  • @JuliaBlakeBCL
    @JuliaBlakeBCL 4 года назад

    Check out my new, updated CapsuleCRM Videos here: ruclips.net/video/47s_gIjkIsc/видео.html :)

  • @JuliaBlakeBCL
    @JuliaBlakeBCL 5 лет назад

    Download your copy of "Understand the Importance of Knowing Your Ideal Client and Create Your Own Avatar" eBook by clicking here: mailchi.mp/56fafa42dcf4/ideal_client_avatar

  • @JuliaBlakeBCL
    @JuliaBlakeBCL 5 лет назад

    Sign up to CapsuleCRM by clicking on this link: capsulecrm.com/?referrer=UIBKAZ Download the free eBook: Understand the Importance of Knowing Your Ideal Client and Create Your Own Avatar by clicking here: mailchi.mp/56fafa42dcf4/ideal_client_avatar

  • @JuliaBlakeBCL
    @JuliaBlakeBCL 5 лет назад

    Sign up to CapsuleCRM by clicking on this link: blakeconsultants.co.uk/CapsuleCRMSignUp Download the free eBook: Understand the Importance of Knowing Your Ideal Client and Create Your Own Avatar by clicking here: blakeconsultants.co.uk/IdealClientEBook

  • @JuliaBlakeBCL
    @JuliaBlakeBCL 5 лет назад

    Sign up to CapsuleCRM by clicking on this link: blakeconsultants.co.uk/CapsuleCRMSignUp Download the free eBook: Understand the Importance of Knowing Your Ideal Client and Create Your Own Avatar by clicking here: blakeconsultants.co.uk/IdealClientEBook

  • @JuliaBlakeBCL
    @JuliaBlakeBCL 5 лет назад

    Sign up to CapsuleCRM by clicking on this link: capsulecrm.com/?referrer=UIBKAZ Download the free eBook: Understand the Importance of Knowing Your Ideal Client and Create Your Own Avatar by clicking here: mailchi.mp/56fafa42dcf4/ideal_client_avatar

  • @JuliaBlakeBCL
    @JuliaBlakeBCL 5 лет назад

    Sign up to CapsuleCRM by clicking on this link: capsulecrm.com/?referrer=UIBKAZ Download the free eBook: Understand the Importance of Knowing Your Ideal Client and Create Your Own Avatar by clicking here: mailchi.mp/56fafa42dcf4/ideal_client_avatar

  • @juliablake2467
    @juliablake2467 6 лет назад

    Very Useful

  • @applingua-reliabletechtran5212
    @applingua-reliabletechtran5212 6 лет назад

    Thank you for this video Julia!

  • @TheCarKeyMan
    @TheCarKeyMan 7 лет назад

    Thanks Julia, this has been very helpful

  • @JuliaBlakeBCL
    @JuliaBlakeBCL 7 лет назад

    Find out how a bespoke, tailored CRM (Contact Relationship Management) system can help you increase Net Profit by decreasing costs and increasing revenue :-) Sign up through my link: capsulecrm.com/?referrer=UIBKAZ and receive an hours 1:1 training as a "Thank You" - just email me on julia.blake@blakeconsultants.co.uk to let me know and arrange a time :)