11 AM - 6 PM CST . Resources Understanding and Implementing CRM Systems for Improved Customer Relationships
Bike Ride For Charity & Family Picnic
Hosted By The Association Chicago Sunday, 8/25/24
AUGUST
Women-owned businesses have a profound and positive impact on the economy and society, driving innovation, job creation, and economic growth.
As more women step into leadership roles, they bring diverse perspectives that foster inclusive work environments and equitable business practices.
Women leaders are not only breaking down barriers but also reshaping the business landscape by championing social responsibility, prioritizing sustainability, and supporting community development.
Their influence extends beyond the boardroom, inspiring future generations of entrepreneurs and contributing to a more balanced and thriving economy.
The rise of women-owned businesses is a powerful force for positive change, benefiting both local communities and the broader global market. Thee M.O.gul Mag. celebrates the significant impact women owned businesses and leaders have on our nation every single day.
Michelle O'Kennard Editor In Chief
Carlas Prince
O.gul of Thee O.nth
Meet Carlas Prince, a Chicago native and successful entrepreneur, serving as the Managing Broker Owner/CEO of Prince Realty Group. In addition to her entrepreneurial endeavors, she is the Founder and Executive Director of Woodlawn Diversity In Action, a non-profit 501(c)(3) organization powered by a dedicated community of volunteers for the past 7 years.
Also the founder of the Black Wall Street Chicago Festival "A journey to Woodlawn" , this community event has been featured on ABC, CBS, WGN news outlets, the Hyde Park Herald, Thee M.O.gul Mag. and many more adversing venues.
O.gul of Thee .O.nth
Post-pandemic, Carlas refocused WDA's efforts on addressing the community's most pressing needs. This shift led to the creation of the Black Wall Street Chicago Festival, WDA’s most significant initiative to date. Additionally, as a real estate broker, Carlas has helped several small business owners secure their own brick-and-mortar locations.
Carlas’s vision for the festival extends beyond typical events; each year brings a unique experience. In 2022, the festival delved into the history of Black Wall Street, showcasing elements of that era through historians, music, dance, antique cars, and art. In 2023, the event evolved to incorporate "Skating and Fashion on Black Wall Street," engaging the youth community in a vibrant, modern celebration. Also including financial literacy and mental health fireside chats.
The festival offers a platform for 100 Black-owned businesses to present their goods and services to the community. Additionally, as a real estate broker, Carlas has helped several small business owners secure their own brick-andmortar locations. Prior to launching the inaugural festival, Carlas launched the "Festival Of Joy," with volunteers bringing celebrations to senior facilities in Woodlawn every weekend in June 2020. She successfully raised funds to partner with food trucks from previous WDA events, providing hot meals and desserts to seniors. A resident expressed heartfelt gratitude, noting that the meal served as his Father’s Day celebration, which he otherwise would not have had.
Photo courtesy Carlas Prince
O.gul of Thee O.nth Carlas Prince Contact
Looking ahead, Carlas is leading the charge for the Black Wall Street Chicago Gala, a fundraising event designed to transport guests back to the Harlem Nights era with a continuous team of volunteers. The Gala aims to raise funds to ensure that the 2025 festival will be an extraordinary celebration of community, history, and Black excellence.
To connect with Carlas Prince and Woodlawn Diversity In Action, you may visit their website at: www.woodlawndiversityinaction.com. You may also follow them on the following platforms:
Instagram: @wda woodlawn
Facebook: @woodlawndiversityinaction
X (Twitter): @WDAInaction Connect
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Understanding & Implementing CRM Systems for Improved Customer Relationships
Dean Cantave
Cantave Talks
Understanding & Implementing CRM Systems for Improved Customer Relationships
You probably run a small business, and when I say small, I mean small. Less than $200k in revenue, not a lot of customers, maybe a handful of people. You might be a solopreneur, where you run a 1-person business on your own. How do you manage the details of the business? Sales, customer data, email communication with customers, etc.
In the competitive landscape of small businesses, building and maintaining strong customer relationships is crucial for building a successful business. Customer Relationship Management (CRM) systems have emerged as essential tools to help businesses manage interactions with current and potential customers.
I will delve into the importance of CRM systems, provide an overview of popular CRM tools suitable for small businesses, and offer actionable steps for implementing these systems to enhance customer relationships.
Understanding CRM Systems
What is a CRM
System?
A CRM system is a technology solution that helps businesses manage and analyze customer interactions and data throughout the customer lifecycle.
If you think about aspects of the business such as customer acquisition costs (CAC), key performance indicators (KPI) such as this are vital to understanding how much the business spends to gain a customer and sell a product or service to that customer. To do this, we need tooling that collects the necessary data points that we can analyze to develop this key performance indicator. This is where a CRM can be helpful!
Why is a CRM System Important?
CRM systems offer numerous benefits for small businesses, including:
1. Enhanced Customer Service - A CRM provides detailed information about each customer, enabling personalized and efficient service.
2. Increased Sales - CRM systems help streamline the sales process, build a sales pipeline, automate tasks, and analyze sales data.
3. Improved Customer Retention - By understanding customer needs and behaviors, businesses can create targeted marketing campaigns and loyalty programs.
Popular CRM Tools for Small Businesses
4. Better Data ManagementCRMs centralize all customer data, making it easier to manage and analyze.
5. Increased Efficiency and Productivity - Automation of repetitive tasks frees up time for employees to focus on more strategic activities.
Several CRM tools are well-suited for small businesses. Here are some of the most popular options:
1. HubSpot CRM - HubSpot offers a free CRM solution that includes features like contact management, email tracking, and sales pipeline management. It is user-friendly and integrates seamlessly with other HubSpot tools for marketing and sales.
2. Zoho CRM - Zoho CRM is a comprehensive and affordable option for small businesses. It offers features like lead management, sales automation, and analytics. Zoho CRM also provides a mobile app for managing customer relationships on the go.
3. Salesforce Essentials -Salesforce is one of the most popular companies in the world! Salesforce Essentials is designed specifically for small businesses. It includes features such as contact and account management, opportunity tracking, and email integration. Salesforce is highly customizable and scalable as your business grows.
4. Pipedrive -Pipedrive is a salesfocused CRM that helps small businesses manage their sales pipelines effectively. It offers features like deal management, activity reminders, and customizable pipelines. Pipedrive’s visual interface is intuitive and easy to use.
5. Freshsales - Freshsales, part of the Freshworks suite, provides an all-in-one CRM solution for small businesses. It includes features like lead scoring, email tracking, and automation. Freshsales also offers AI-based insights to help improve sales performance.
Steps for Implementing a CRM System
Implementing a CRM system can be complicated, but with careful planning and execution, it can significantly benefit your business. Here are the steps to successfully implement a CRM system:
1. Define Your Goals and Requirements
Before choosing a CRM system, it’s essential to define your goals and requirements. Consider the following questions: What do you want to achieve with the CRM system? What features are essential for your business? How many users will need access to the CRM? What is your budget for the CRM system?
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3. Plan the Implementation Process
2. Choose the Right CRM Tool
Based on the type of business, your goals, and your requirements, research and select the CRM tool that best fits your business needs. Consider factors like ease of use, scalability, customer support, and integration with other tools you use.
Create a detailed plan for implementing the CRM system. This plan should include:
Timeline - Define the timeline for the implementation process, including key milestones. Team - Identify the team members responsible for the implementation, including a project manager and representatives from different departments.
Data Migration - Plan how you will migrate existing customer data to the new CRM system. Ensure data is clean and up-to-date before migration.
4. Customize the CRM System
Once you have selected and installed the CRM system, customize it to fit your business processes. This may include:
Custom Fields - Add custom fields to capture specific information relevant to your business.
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Workflows - Set up workflows to automate repetitive tasks, such as follow-up emails or task assignments.
Reports and Dashboards - Create reports and dashboards to track key metrics and performance indicators.
5. Train Your Team
Training is crucial for successful CRM implementation. Provide comprehensive training to all users, covering:
System Navigation - Teach users how to navigate the CRM system and access the information they need.
Data Entry - Ensure users understand the importance of accurate data entry and how to input data correctly.
Features and Tools - Train users on how to use the various features and tools available in the CRM system.
In conclusion, Implementing a CRM system can transform the way small businesses manage customer relationships, leading to improved efficiency, increased sales, and enhanced customer satisfaction. By understanding the benefits of CRM systems, selecting the right tool, and following a structured implementation process, entrepreneurs can leverage CRM technology to build stronger customer relationships and drive business growth.
.O.gul Partner
Event
You're invited to the Global Women in Finance Leading Summit (#GWFLS2024) organized by the African Global Chamber of Commerce (AGCC) in partnership with The Career Mompreneur (TCM) Financial Coaching. GWFLS2024 is a high-level and prestigious conference and exhibition held annually as a business networking platform designed to bring together Women Leaders in Finance, Women Entrepreneurs, Investors,
Women in Academic Institutions, and other Women Groups. This annual prestigious business networking platform is designed to promote and facilitate connections between U.S. and Global businesses & career leaders through trade and investment. Empowering global women leaders, women in finance and academia, entrepreneurs, investors, and other leading groups of women impacting & lifting as we climb.
Event
The 2024 Association Chicago Awards Gala Celebrating Illinois Entrepreneurs & Donates To Local Charity
On Sunday, August 4, 2024, Chicago was abuzz with excitement as The Association Chicago Awards Gala took center stage, celebrating the vibrant entrepreneurial spirit of Illinois' small business owners. Held at a stunningly decorated Venue West event venue, the gala brought together some of the state's most inspiring business minds for an evening of networking, recognition, and shared passion for entrepreneurship.
Event
The evening's highlights were numerous, followed by inspiring stories shared by fellow honorees. Michelle O'Kennard, Editor In Chief of Thee M.O.gul Mag., was awarded the prestigious title of Marketer of The Year for Chapter 1, a recognition that reflects her exceptional contributions to the marketing industry. Her media partner, Demetria 'Mz. Match' Brown, followed suit by earning the Marketer of The Year award for Chapter 2.
The gala was more than just an awards ceremony it was a gathering of like-minded entrepreneurs who shared their journeys with passion and pride. Each small business owner honored at the event took the stage to tell their story, offering insights into the challenges and triumphs of business ownership. Their words resonated deeply, leaving the audience inspired and motivated. The event's atmosphere was electric, thanks in part to the dynamic host, whose energy and charisma kept the audience engaged throughout the evening. The VIP seating arrangement, complete with personalized name tags, added a touch of exclusivity, while the delectable dinner ensured that guests were well-fed and satisfied.
Marketer of The Year Awardees, Michelle O’Kennard & Demetria Brown
e also due to the this remarkable lf of Chicago' Dean, ciation Chicago. His ng an impactful and as evident in every ughtful networking iring stories shared t's even more at a portion of the be donated to the on NFP, furthering the evening's legacy of giving back.
In all, The Association Chicago Awards Gala was a night to remember an evening where inspiration, recognition, and community came together in a beautiful celebration of entrepreneurship. Here's to the winners, the dreamers, and the doers who make the business world a better place.
Thee M.O.gul Mag. would like to congratulate all of this year’s honorees and The Association Chicago for celebrating the impact of Illinois entrepreneurs!
Association Chicago Founder Joseph’Wolf of Chicago’ Dean & Event Curator
Event
E t
Abbott-LISC Initiative to Support Diverse Businesses in Health
Abbott and LISC are collaborating to address these barriers through a $37.5 million initiative to support small businesses and the diverse communities they serve. This includes growth capital, loans and coaching to help business leaders grow their companies and create jobs – which will build a more resilient and inclusive healthcare supply chain for Abbott and other companies, support greater diversity in the health care industry, and also help drive broader economic opportunity.
The Abbott-LISC initiative is open to companies nationwide with a focus on small businesses in diverse communities. These include enterprises that are majority owned by people of color (including Black, Latino, Asian and Native American business owners), women, veterans, people with disabilities, people who identify as LGBTQ, and other historically underrepresented groups.
. Resources
BACP Entrepreneur Program
The Chicago Department of Business Affairs and Consumer Protection (BACP) Entrepreneur Certificate Program is a free program for anyone interested in starting or growing a business in Chicago to gain knowledge across various essential business topics. Since the program launched, more than 1,000 Chicago entrepreneurs and business owners have successfully completed the program.
Cleveland Avenue State Treasurer
Urban Success Fund (CAST US)
A $70M initiative that will bridge the capital and resource gap impacting Black, Latinx, and women entrepreneurs in Chicago’s South and West Side neighborhoods. CAST US will leverage the investment and entrepreneurial development expertise of Cleveland Avenue to support this historically underserved group and empower underrepresented entrepreneurs.
Fast Break For Small Business
Accion Opportunity Fund, LegalZoom, the NBA, WNBA, and NBA G-League have joined forces to provide entrepreneurs across the country with grants and LegalZoom services to support their small businesses. Administered by nonprofit Accion Opportunity Fund, the program aims to assist business owners with the tools and resources they need to start and grow their businesses – the perfect play.
Restaurant Disaster Relief Fund
Disasters are unpredictable but critical support shouldn’t be. The average small business loses $3,000 every day they remain closed due to a natural disaster. To help restaurants recover in times of critical need, DoorDash has partnered with Hello Alice to create the Restaurant Disaster Relief Fund. The fund supports restaurants impacted by natural disasters like fires, floods, and hurricanes, and provides relief through $10,000 grants.
. Resources
HerRise MicroGrant Application
The HerRise Micro-Grant provides financial assistance, with the help of our corporate sponsors and donors, to women of color creating innovative solutions that impact their community and that are often unable to secure funding for their small business.
Apply for the HerRise MicroGrant by sharing your business pitch and plan in the application. Applications close on the last day of the month, and the winners will be announced at the HerSuiteSpot First Friday Mixer in the following month.
. Resources
SSBCI Technical Assistance Grant Program
Indirect costs are expenses shared across multiple projects or activities and cannot be easily assigned to a specific one. According to 2 C.F.R. § 200.1, if you don't have a current federally approved Negotiated Indirect Cost Rate Agreement (NICRA) and receive less than $35 million in federal funds annually, you can use a simplified 10 percent rate for these costs. If you choose this option, mention in the budget narrative that you're using the 10 percent de minimis rate because you don't have a current NICRA.
SSBCI Technical Assistance Grant Program
Need $4,000 To Help Your Business Grow? Apply for a business development grant from the NASE worth up to $4,000! If you're a member, login as a NASE member then come back to this page for additional instructions below to apply for an NASE Growth Grant Today! You could receive up to $4,000 for your small business through the NASE Growth Grants program. Grants can be used for marketing, advertising, hiring employees, expanding facilities and other specific business needs.
Resources
The Transform Business Grant
TRANSFORM is actively anticapitalist and antiracist, continually working to identify and dismantle oppressive systems of power. Funding shouldn’t be the reason you sacrifice your business idea or your professional development.
The TRANSFORM Business Grant is designed to support individuals in systemically marginalized groups who are making social impact and demonstrate financial need. This includes, but is not limited to, BIPOC individuals, individuals who have a disability, formerly incarcerated individuals, and queer, trans, and nonbinary folks.
Resources
The Freed Fellowship Small Business Grant
Every month, they give one $500 grant to a business owner in the US to invest in their existing business. No strings attached. No equity required. They review each grant submission against our 5C Framework which analyzes five key components that successful businesses need to navigate.
Each applicant gets feedback in the form of their overall Freed score and recommendations to grow their business based on our review. Applicants also receive two months of free mentoring in our virtual community, the Freed Studio.
Learn More
Celebrating WOMAN OWNED Small Business
Saadia Caudle | Xercising Beauty
Saadia Caudle
Saadia Caudle is a powerhouse of innovation and leadership, proudly hailing from Chicago, IL. As a trailblazing entrepreneur, she has carved out a remarkable legacy across multiple industries. With roles as a Certified International Life/Career Coach, Travel Business Owner, Hair Boutique Owner, Financial Consultant, Mobile Bartender, and Case Manager for individuals with mental and physical disabilities, she exemplifies resilience, passion, and an unwavering commitment to service. Her diverse expertise and dedication have not only driven her own success but have also inspired and uplifted countless others on their journeys.
Her entrepreneurial journey began from humble beginnings, fueled by a desire to create opportunities not just for herself but for her community. Growing up, she faced numerous challenges, including limited access to resources and representation in the business world. However, these obstacles only strengthened her resolve to break barriers and pave the way for others.
She started her first business venture in the hair industry as the CEO of Xercising Beauty LLC, opening a hair extensions boutique that quickly grew for its high-quality products. This success inspired her to expand her entrepreneurial horizons, leading her to establish a travel business that caters to clients seeking luxuriously unique and enriching experiences, Xercising Beauty Travels: Elevate Your Beauty, Elevate Your Journey. Through this business, she has combined her love for travel with her commitment to beauty and global connectivity.
Saadia Caudle
Understanding the importance of financial literacy and stability, she is also a Financial Consultant, where she empowers individuals and families to take control of their financial futures. Specializing in personal and business credit, her approach combines the financial tools and resources necessary to ensure her clients achieve financial security and personal fulfillment.
In addition to her entrepreneurial endeavors, Saadia is deeply committed to giving back to her community. She has volunteered with various non-profit organizations, dedicating her time and expertise to causes close to her heart. Her passion for empowering others led her to serve as a mentor to young teen women through one of these organizations, where she provides guidance, support, and inspiration to the next generation of leaders.
Driven by a vision to create lasting impact, Saadia is on a mission to help over 500,000 families secure generational wealth in the entrepreneurial industry. She recognizes that far too many businesses are not passed down and ultimately die with their founders. To combat this, she is dedicated to showing individuals an extraordinary way to ensure their businesses can be sustained and built upon by future generations, creating a legacy of wealth and success.
Saadia Caudle’s journey is far from over. She has become a beacon of inspiration for many through her diverse roles. She demonstrates that it is possible to excel in multiple fields with determination, passion, and a commitment to serving others.
Photo courtesy of Saadia Caudle
Saadia continues to break new ground and inspire others, proving that a woman's journey in entrepreneurship is one of limitless possibilities and profound impact.This year, she is determined to help 100 families change the trajectory of their lives by empowering them to build sustainable businesses and secure generational wealth.
Saadia Caudle Contact
Her relentless drive to uplift others is not just a mission but a movement one that challenges the status quo and opens doors for those who dare to dream. Saadia’s story is a testament to the power of resilience, vision, and an unwavering commitment to making a difference. She stands as a true beacon of hope and leadership, inspiring others to take bold steps toward their futures.
To connect with Saadia and her businesses, please visit her websites at: www.xercisingbeautybtq.com and www.saadiacaudle.inteletravel.com. You may also follow her on social media using the handles @Saadia Caudle and @Xercising Beauty & Xercising Beauty Travels on Instagram, Facebook, and LinkedIn.
Latasha Hoskins | Union of Compassion & Health Care
Latasha Hoskins
Latasha Hoskins is a visionary leader and the driving force behind A Union Of Compassion And Healthcare, a company dedicated to bridging the gap between empathy and medical excellence. With a deep-rooted passion for patient care and well-being, Latasha has committed her career to creating healthcare environments where compassion and professionalism go hand in hand.
Under her leadership, A Union Of Compassion And Healthcare has become a beacon of hope for patients and healthcare professionals alike. The company’s innovative approach focuses on integrated care, ensuring that every individual’s physical, emotional, and psychological needs are met with the utmost respect and attention.
Latasha's extensive experience in the healthcare industry and her unwavering commitment to compassionate care have established her as a trusted advocate for patient-centered healthcare. Her dedication to transforming the healthcare experience has earned her recognition among her peers as a leader who truly understands the importance of compassion in healing.
When she’s not leading her team, Latasha actively participates in community outreach, aiming to extend her mission beyond the walls of traditional healthcare settings. She is passionate about educating others on the critical role compassion plays in effective healthcare delivery.
Photo courtesy of Latasha Hoskins
Latasha Hoskins Contact
To connect with Latasha Hoskins and A Union of Compassion and Health Care, LLC, please visit their website at: www.infounionofcompassionandhealth.care. You may also follow them on social media using the following handles:
Instagram: @auch 2021
Facebook: @aunionofcare
Connect
Cloteal Cummings | Carla Mechelle Foundation
Cloteal Cummings
Cloteal Cummings is a dynamic entrepreneur and dedicated advocate based in Chicago. As the founder of the Carla Mechelle Foundation, she passionately works to combat domestic violence and support youth outreach initiatives. Cloteal is also the owner and operator of the Chloe Nicole Brand, a thriving enterprise that encompasses eight distinct businesses.
A proud mother of two sons, she has been recognized as Association Chicago’s 2024 Entrepreneur of the Year, highlighting her commitment to community empowerment and positive change. Through her work, Cloteal continues to inspire others and make a meaningful impact in the lives of those she serves.
The Carla Mechelle Foundation is a 501 (c)(3) certified nonprofit organization dedicated to combating domestic violence and empowering youth through community outreach. Established in honor of Carla Mechelle, the foundation provides essential services such as crisis intervention, counseling, and legal assistance for survivors.
It also offers programs promoting healthy relationships and life skills for youth. By fostering community partnerships and raising awareness, the foundation aims to create safer environments and inspire resilience, ensuring that all individuals have the support they need to thrive.
Photo courtesy of Cloteal Cummings
Cloteal Cummings Contact
To connect with Cloteal Cummings and the Carla Mechelle Foundation, please visit their website at: www.Thecarlamechellefoundation.org. You may also follow them on social media using the following handle:
Patrice Talley-Works' journey in the hair industry is n remarkable. It began when she was just 12 years old, a time when most children are still figuring out their hobbies. For Patrice, it was during these early years that she discovered her calling. In the quiet halls of her school’s auditorium, she would sneak in with her friends and transform their hair into works of art. What started as a fun and innocent activity quickly grew into something far more profound a passion that would shape her future.
Back then, she had no idea that these playful experiments would lay the foundation for her life’s work. The thrill of seeing her friends' smiles after each styling session, combined with her natural talent, fueled her desire to explore more in the world of hair. Every braid, curl, and twist was a step closer to realizing a dream she had not yet fully imagined.
Fast forward to today, and Patrice Talley-Works stands as a testament to what dedication and passion can achieve. Now a licensed professional hair stylist in both Illinois and Texas, Patrice has honed her craft over the years, mastering techniques that allow her to bring out the best in every client. Her journey wasn’t just about learning the trade; it was about embracing a culture of beauty, style, and self-expression.
Her education and training were rigorous, but Patrice’s relentless pursuit of excellence set her apart. She didn’t just want to be another stylist; she aimed to be a leader in her field. By continually pushing the boundaries of her craft, Patrice has been able to create a unique blend of traditional techniques and contemporary trends, offering a personalized touch that resonates with her clients.
Patrice Talley-Works
But Patrice's vision extends beyond the chair. As she continues to grow professionally, her goal is to expand her reach nationally, bringing her signature styles and expertise to a wider audience. Patrice is not content with just being a local talent; she envisions a future where her influence in the hair industry spans coast to coast.
This ambition is not just about personal success it's about sharing her love for the craft and empowering others to find beauty in themselves. But Patrice's vision extends beyond the chair. As she continues to grow professionally, her goal is to expand her reach nationally, bringing her signature styles and expertise to a wider audience.
Patrice is not content with just being a local talent; she envisions a future where her influence in the hair industry spans coast to coast. This ambition is not just about personal success it's about sharing her love for the craft and empowering others to find beauty in themselves. Her work is a blend of artistry and strategy, combining her deep understanding of hair care with a keen eye for aesthetics. Patrice believes that hair is not just about appearance; it’s about identity. Through her craft, she helps her clients discover and embrace their unique beauty, one hairstyle at a time.
Photo courtesy of Patrice Talley-Works
Her holistic approach to beauty is what truly sets her apart in the industry. Patrice believes that when a person feels beautiful, it radiates from within, affecting every aspect of their life. This belief is at the core of her practice, where she combines her technical expertise with an unwavering commitment to uplifting those she serves.
Her entrepreneurial spirit has led her to create more than just a personal brand she has developed a full-fledged business that includes her exclusive hair care line, available at www.signature1212.com. This line reflects her dedication to quality and her understanding of the diverse needs of her clients. Each product is crafted with care, designed to complement the services she offers in the salon.
Patrice Talley-Works Contact
To connect with Patrice Talley-Works and Signature 1212 Hair, please visit their website at: www.signature1212.com. You may also connect using the information listed below:
Facebook: Patrice Talley-Works
Instagram: Salon1212 patriceworks & Patricetalley works
Website: www.signature1212.com (Explore her exclusive hair care line)
