CRM Radio by GoldMine

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The voice of the CRM Industry - software and practioners. Hosts Paul Petersen and Stacy Gentile of GoldMine gather CRM industry leaders to talk about upcoming and current trends, tried and true practices, reveals of new products, tips for sales and marketing professionals and more.

James Obermayer and GoldMine CRM

  • Feb 9, 2021 LATEST EPISODE
  • monthly NEW EPISODES
  • 23m AVG DURATION
  • 108 EPISODES


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Latest episodes from CRM Radio by GoldMine

How is AI Powering Decisioning Which Benefits a Sales Person's Productivity

Play Episode Listen Later Feb 9, 2021 30:44


When it comes to CRMs, AI and other systems salespeople feel changes in systems benefits management not salespeople. Points covered: How does this AI product benefit the salesperson themselves? Does it help them schedule their calling? Does this function give better qualified leads, which would eliminate the 55% of the people not going to buy? Does it help in forecasting? Does it shorten the time to close a lead? Who is the special for, management or sales person? AND is it a special for the customer - what does it do for them? To get the answers to these questions, join Susan Finch and her guest, Matthew Nolan. Matt is the Senior Director of Product Marketing for Marketing, AI, and Decision Sciences at Pega.   ----more---- ------------------- Pegasystems is the leader in cloud software for customer engagement and operational excellence. If you’ve driven a car, used a credit card, called a company for service, opened an account, flown on a plane, submitted a claim, or performed countless other everyday tasks, chances are you’ve already interacted with Pega. For the past 30 years, their technology – CRM, digital process automation, robotics, AI, and more – has empowered the world’s leading companies to achieve breakthrough results.

5 Digital Marketing Mistakes with Maggie Strevell of Naper Solutions

Play Episode Listen Later Jan 14, 2021 24:37


It takes an expert who has worked in digital marketing for a long time with dozens and dozens of companies to nail the 5 mistakes (maybe myths) in Digital Marketing that cause the average company lost revenue.   In this program, host Stacy Gentile interviews Maggie Strevell, president of Naper Solutions.   Maggie and Stacy knockdown paid search myths, mobile-friendly absences, fear that digital marketing is too expensive, the fable about bad company reviews, and the number one fairytale about the emails you send. About Maggie Strevell Maggie Strevell, founder and President of Naper Solutions, Inc. started marketing online in 1997. Her first successes including helping couples successfully adopt via the Internet.  What sets her expertise apart from other marketing companies is an understanding of the technology behind the Internet and the ability to translate it into easy-to-understand terms. Maggie has a Bachelors Degree from Northern Illinois in Computer Science and is a Certified Paid Search Specialist. Today, she empowers small business owners with the knowledge to make educated marketing decisions through her Internet Marketing Workshops, Consulting, and Speaking Engagements Naper Solutions Maggie Strevell on LinkedIn

Brian Carroll Talks About How Empathy Grows Sales

Play Episode Listen Later Jan 6, 2021 25:15


Actually connecting with potential customers and growing your pipeline is harder than ever before.  Today’s sales and marketing environments are a paradox. You have more marketing channels, content and martech tools to reach customers. And using company logic doesn’t lend itself well to actual pipeline growth. According to the CMO Council, “Only 20% of marketers are able to predict the next best action for their customers.”   Additionally, Forrester Consulting discovered, “65 percent of marketers struggle to employ emotional marketing as they turn to automation to improve customer engagement.”  Our guest to discuss this is author and consultant Brian Carroll CEO and Founder of markempa. About Brian Carroll and markempa Brian Carroll is the CEO and founder of markempa, helping companies to improve how they acquire and grow customer relationships with empathy-based marketing and meet the challenges of revenue growth. Brian influenced B2B marketing as the CEO of InTouch, which was acquired by MECLABS, the parent company of MarketingSherpa. He is the author of the bestseller, Lead Generation for the Complex Sale,and the B2B Lead Blog which is read by thousands each week. He also founded B2B Lead Roundtable LinkedIn Group with 19,801+ members. As a researcher and leader in empathy-based marketing, he’s at the epicenter of the shifting customer landscape. Brian studied the most successful empathetic companies and marketers. By taking practical customer insights combined with behavioral science, he created the EMPATH Methodology to help marketers connect better with their customers to get significant results. You may also like: An article by Brian Carroll:  How Empathy Will Grow Your Sales and Marketing Pipeline

Sales is More than an AI Tool

Play Episode Listen Later Dec 15, 2020 28:37


We've covered a lot ground with the topic of AI, but before it was a thing, companies pushed their teams to implement and vigilantly use tools such as CRM, DemandGen, CMS and so much more as a solution to increase closed deals. During this period the roles of sales, marketing, management and IT evolved dramatically. Bad habits were also part of this evolution. Sales and marketing replacing productive personal efforts with filling in blanks to satisfy management with data, data and more data. What was lost along the way? Conversation, relationships, business lunches - IN PERSON relationships, including real voice interaction through the phone. Hiding behind social media, email and texts have hurt companies who wonder why their latest, greatest tools aren't solving the issues. Susan Finch hosts Michelle Huff, when she was Chief Marketing Officer of Act-On Software, Inc.. Michelle understands that tools and systems have their place, but how to you continue to integrate best human practices for the highest results? About our Guest Michelle Huff Michelle was Act-On’s Chief Marketing Officer, at the time interview,  and oversaw the company’s brand, demand, and customer expansion marketing efforts.  She is now the CMO of UserTesting. Michelle was also GM of Salesforce’s Data.com division after having served as the VP of Marketing for the group. Prior to her tenure at Salesforce, Michelle was a Senior Director at Oracle and a Senior Product Marketing Manager at Stellent (acquired by Oracle). She holds a B.A in Business Administration from the University of Washington.  

Errors Managers Make with Social Media - Susan Finch

Play Episode Listen Later Dec 11, 2020 25:18


  Susan Finch talks with Paul Petersen about the lazy, stupid mistakes people make when using social media. They forget it's a people to people media and try to automate posts - barfing our stuff and that of others vs. true engagement to build relationships that can be converted to prospects or advocates - from either direction. Let's be honest, she goes on a few rants here because she's passionate about this topic. But she is right. Dead right. Everyone wants the easy way, the silver bullet to avoid actual work. People want to be liked, and loved, and talked about, but they don't want people to people contact; they just want it to look like they have contact, and care when they don't.  Social media enables a unique opportunity to study another person or company before we attempt to directly engage. We can see their actual positions, words, favorite products, styles and more - it's way more informative than straight data. Data is sold as truth, but that's not the case. Data is an in the moment tabulation of a top of mind discussion, whims, a news headline trigger, a trip down memory lane and then the rabbit holes that spin-off of those directions.  Social enables us to search for who is talking about what and then filter it from there - their position, their passions, their bugaboos, their pain. This guides the introduction and conversation. But how much should you engage? Why not automate it all? How can your CRM help you sincerely engage? You have the tools, you may need to rethink how you use them. About our guest: Susan Finch has been in public relations, advertising and marketing going back nearly 30 years. Her clients range from cities to healthcare services, small organizations, non-profits, real estate professionals and many B2B service providers. This variety of clients allows her to bring unexpected solutions to the challenges clients have had for years. Susan has had many clients for more than 20 years and enjoys keeping them current through her education packages, custom training libraries, as well as group sessions and events. She is president of the Funnel Media Group.  

CRM Software is Stunningly Underutilized.

Play Episode Listen Later Jun 30, 2020 26:14


Most CRM users are only accessing 10% of a CRM’s capability. Because CRM systems are where the money is, users should learn about the other 90%.  Paul Petersen, GM of GoldMine CRM helps the listeners understand their under-used CRM software. Why it Matters Because CRM systems are where the money is, users should learn about the other 90% of the software About Paul Petersen Petersen is the general manager and vice president of the GoldMine. His career spans working with sales & marketing systems and process having developed, managed, and sold for companies including McDonald's Corp, General Electric, Symantec, Allied Van Lines, and now has 16 years with CRM background at GoldMine. He holds a JD from Loyola University of Chicago and was one of the first to be awarded the Professional Certified Marketer designation by the American Marketing Association. LinkedIn About GoldMine CRM Headquartered in Salt Lake City, UT, GoldMine is "published" by Ivanti. Goldmine is a leading provider of CRM Solutions for small and mid-sized businesses worldwide.    _________________________________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Really, Everyone is in Sales in Your Company: A Podcast with Todd Cohen

Play Episode Listen Later Jun 15, 2020 23:55


TODD COHEN IS THE WORLD'S LEADING VOICE ON SALES CULTURE   On the surface, it's common to say everyone in your company is in sales.  But Todd Cohen says why it's true and this industry leader in sales culture demonstrates it.  This program should be listened to by every C-Suite officer. About Todd Cohen A dynamic, engaging and motivational keynote speaker, Todd’s message is relevant to any organization striving to increase revenue, strengthen relationships and improve client satisfaction. Using humor and real-life examples, Todd demonstrates how every conversation is a “selling moment” and how everyone can contribute to the growth and profitability of the organization.  In addition to his sought-after keynotes, Todd's Sales Culture Workshops are highly acclaimed and set a new standard for sales education and demonstrating that everyone matters and everyone has a "line of sight" to the client  In 2015, Todd was awarded the title of Certified Speaking Professional (CSP), the highest earned designation awarded by the National Speakers Association (NSA) and has served in multiple roles on both the local and national level.  Todd is the principal of Sales Leader LLC and author of two books on sales culture, “Everyone’s in Sales” and "Stop Apologizing and Start Selling.” He has been a regular contributor to The Huffington Post and Philadelphia Business Journal has written for dozens of trade and association magazines and has a monthly newsletter titled Sales Culture Newsletter.  In 2018, Todd launched his Sales Culture Toddcast featuring exciting guests and topics.  He is a frequent guest lecturer at area schools including Drexel University, Pennsylvania State University, St. Joseph’s University and Temple University. From 2010-2012, he served as the Sales Executive in Residence at Temple University Fox School of Business where he mentored students on entrepreneurship. Todd regularly coaches people in career transition teaching them how to sell themselves to get the position they want. Prior to launching Sales Leader LLC, Todd coached and led dozens of sales teams to deliver more than $950 million in revenue for leading companies including Xerox, Gartner Group, Thomson-Reuters and LexisNexis. Todd holds a Bachelor’s Degree in Business Administration from the Fox School of Business at Temple University.  toddcohen.com  (Website)   toddcohen.com/blog  (Blog) CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.      

CRM Primer: Why the History of CRM is Still Valid for B2B SMBs

Play Episode Listen Later Jun 3, 2020 0:04


   While CRM is the accepted tool for B2B, some companies still don't understand it. In this short podcast, CRM veteran Paul Petersen from Goldmine reminds the "have-nots" why CRM is indispensable. This show is for those B2B companies that have not adopted a CRM tool. About Paul Petersen Petersen is the general manager and vice president of the GoldMine.   His career spans working with sales & marketing systems and process having developed, managed, and sold for companies including McDonald's Corp, General Electric, Symantec, Allied Van Lines, and now has 16 years with CRM background at GoldMine.  He holds a JD from Loyola University of Chicago and was one of the first to be awarded the Professional Certified Marketer designation by the American Marketing Association.  LinkedIn About GoldMine CRM Headquartered in Salt Lake City, UT, GoldMine is "published" by Ivanti.  Goldmine is a leading provider of CRM Solutions for small and mid-sized businesses worldwide.  More than 25 years ago, GoldMine helped pioneer the CRM industry, and they have been around for so many years because of their focus on being simple, affordable, and proven.   CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Pundit Gene Marks Comments on Survival of SMBs

Play Episode Listen Later May 14, 2020 25:51


Yes, small businesses are under siege. Pundit Gene Marks, also described as the polite contrarian, shares tactics for survival in a stressed economy and what SMBs should rethink their banking strategy. This program is for small to medium-sized business owners. About Gene Marks Speaker. Columnist. Small Business Expert Small business keynote speaker Gene Marks helps small business owners, executives, and managers understand the political, economic, and technological trends that will affect their companies so they can make profitable decisions. As a professional speaker and small business expert, Gene has talked at industry conventions, corporate events, and professional trade shows. Gene is also a small business writer. He has authored multiple books for small business owners and is a featured small business columnist in many national online publications. Gene has talked at annual meetings, industry conferences, and corporate events. Marks owns the Marks Group, a Bala Cynwyd, Pa.-based consulting firm that helps clients with customer relationship management. Marks is an author and a certified public accountant, and he writes regularly for The Post’s "On Small Business" blog. For more about Marks, visit genemarks.com.    CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Rethinking How to Work at Home and Use GoldMine CRM to be Efficient

Play Episode Listen Later Apr 29, 2020 24:16


  We agree working at home is more productive than blowing an hour getting to work. Kevin Smith, a GoldMine Regional Manager talks about the benefits of a home office and how to maximize GoldMine CRM. This show is for salespeople.  They discuss: Using the GoldMine CRM tool for tasks you forgot Updating the essentials Using the calendar Collaboration with management How to be productive with delegation How working at home is the best work environment and contributes to a better home life. CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

What makes a good blog?

Play Episode Listen Later Apr 14, 2020 25:33


Webinars are being slammed together and Zoom users have increased tenfold.  Internet radio listeners and podcasts subscribers are thirsting for information that doesn’t start with COVID-19 updates.  In the midst of this, blog readers have increased and are searching for problem solving hints and technology to make their business life, better in a post pandemic world. For this episode, Paul Petersen, GM of GoldMine CRM interviews Jay Dymond First Direct Corporation's webmaster and GoldMine expert to discuss why blogging is an important and easy way to stay in touch with customers and build a following. Jay DymondDymond is responsible for IT Project Management, Web Site Design/Development, GoldMine Database Administration, and Help Desk Management. He creates and designs First Direct’s HTML E-mail Marketing Campaigns and Newsletters. Jay Dymond on LinkedIn www.goldminesuccess.com www.emailcampaigntracker.comwww.1stdirect.com

How to Use Your CRM for Better Customer Service (and Sales)

Play Episode Listen Later Mar 31, 2020 23:18


  If you have a CRM system, regardless of the provider,  it’s time to review its capabilities for features you don’t know you have for remote workers and reaching out to customers and prospects?  In this episode, GoldMine CRM Vice President and General Manager, Paul Petersen, talks with Goldmine CRM Administrator Dery Daye.  Dery says many suddenly virtualized workers are struggling to access vital company systems, but it may be easier than they expect. Many CRM systems have standby virtual capabilities that the IT administrator may have forgotten about, or may not be aware of, for the at-home worker. GoldMine CRM is one of those systems Many CRM systems Dery says: Can allow on-premise users to switch to a free web-client Check to see if your system can allow SaaS or client based access Most Windows enabled CRM systems can be virtualized Quote software and inventory systems are easy to access if you aren’t using them. Your action item: List the applications that you would like to access, don’t take it for granted that you can’t use them. Approach your manager with your list and ask that the IT manager looks into access via the CRM system. You may also like: Practical Tips for Working Remotely CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Practical Tips for Working Remotely

Play Episode Listen Later Mar 30, 2020 24:25


  Working remotely is new to a lot of workers and their companies.  Some do it well because they have done it for many years; some flounder and struggle to implement the technology and work processes.  In this program, we hear from Paul Petersen the GM at GoldMine, his marketing manager Stacy Gentile, and CRM Radio’s studio producer, Paul Roberts, who discuss the dual challenges of technology and the human side of remote work.  Technology There are technology issues for different jobs in sales customer service, accounting, etc. How GoldMine CRM had a “stress test” two weeks ago with everyone in the company (including their parent company), sent home to work at home for a day to identify the issues should it happen They discussed equipment, testing connections, remote desktop, applications, password needs, use of web clients and mobile applications The Human Element How to keep a team motivated Meeting cadence Trust The benefit of over-communicating Team calls A home office structure Avoiding multi-tasking Judging tasks based on the 3 “Ds”: Do it, Detect it, or Delegate it. It was a lively discussion with varying opinions.  CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Will Google Eliminate 3rd Party Cookies?

Play Episode Listen Later Mar 25, 2020 23:33


In this episode, host Stacy Gentile, interviews independent marketing consultant Jonathan Eickman. Both have recently returned from Content Marketing World in Cleveland, Ohio. There was a huge disconnect, both said, between the speakers and marketers in the trenches; there were also few actual CMOs as presenters.  While there were solid takeaways, both criticized that the majority of speakers were sellers or predictors but there were not that many doers from the marketing world.  Then, they got into the big news that is coming out of Google and its sandbox. Google is working to eliminate third-party cookies, which will throw a wrench into the marketing plans of those who plant cookies to track visitor behavior. Attribution will be difficult as visitors coming back to a site will be counted as new every time they return. The ability to target customers and prospects with the right messages will be dumped into chaos. Analytics and conversion traffic will disappear as most third-party cookie users know it today.  Google will be offering its own APIs which in some manner make up for the change, but not everyone has bought into Google’s generous plans. Stacy asked Jon if he thinks this change is part of an attempt by Google to control the collections of data and even resell it. The deadline for these complete changes is 2022. They think that: As third-party cookies disappear. conventional based marketing will be a player again First-party-based marketing will increase Companies and agencies will have to revert back to marketing before third-party cookies became the norm ___________________________________________ CRM Radio is hosted by Paul Petersen and Stacy Gentile of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.

A Nuke is about to Hit Your Marketing Dept

Play Episode Listen Later Feb 26, 2020 23:33


In this episode, host Stacy Gentile, interviews independent marketing consultant Jonathan Eickman.   Both have just returned from Content Marketing World in Cleveland, Ohio, and while there were solid takeaways, both criticized that the majority of speakers were sellers or predictors but there were not that many doers from the marketing world.  There was a huge disconnect, both said, between the speakers and marketers in the trenches; there were also few actual CMOs as presenters. Then, they got into the big news that is coming out of Google and its sandbox. Google is working to eliminate 3rd party cookies, which will throw a wrench into the marketing plans of those who plant cookies to track visitor behavior.  Attribution will be difficult as visitors coming back to a site will be counted as new every time they return. The ability to target customers and prospects with the right messages will be dumped into chaos.   Analytics and conversion traffic will disappear as most 3rd party cookie users know it today.  Google will be offering its own APIs which in some manner make up for the change, but not everyone has bought into Google’s generous plans.   Stacy asked Jon if he thinks this change is part of an attempt by Google to control the collections of data and even resell it.  The deadline for these complete changes is 2022.  They think that:  As 3rd party cookies disappear. conventional based marketing will be a player again First party-based marketing will increase Companies and agencies will have to revert back to marketing before 3rd party cookies became the norm ___________________________________________ CRM Radio is hosted by Paul Petersen and Stacy Gentile of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.        

The Power of GoldMine CRM and QuickBooks Integration

Play Episode Listen Later Feb 12, 2020 24:01


As the host, Paul Peterson reminds us, the C in CRM represents the customer, so having a CRM system integrated with accounting is a very positive benefit for a company’s sales management and salespeople.  In this interview, Paul talks with Joanne Wilson of The Trainers Advisory Network LTD.  They discuss the power of GoldMine CRM and its connection to QuickBooks.  How salespeople and sales managers benefit from connecting their CRM to QuickBooks The benefits of getting a whole picture of a customer in one central repository The paybacks of creating a new record in GoldMine CRM which creates a record in QuickBooks Salespeople love the connection with QuickBooks so that they know if their customers have been invoiced and when they paid The advantages for sales when QuickBooks create a client summary report ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Follow My Lead – Insights for 20/20 Lead Management

Play Episode Listen Later Jan 28, 2020 24:49


CRM Host Paul Petersen and Sales Lead Management Association founder Jim Obermayer discuss the modern definition of Sales Lead Management, how some companies are separating themselves from being defined as CRM solutions and what salespeople expect from marketing and sales management.  They discuss the crowded fields of CRM, Marketing Automation, ABM, and the resurrected field of sales lead management. Obermayer is also the President of the Funnel Media Group an internet radio and podcast production agency for B2B companies.   ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Lazy, Stupid Mistakes People Make with Social Media – Susan Finch

Play Episode Listen Later Jan 15, 2020 25:18


In this episode, Susan Finch talks with Paul Petersen about the lazy, studio mistakes people make when using social media. They forget it's a people to people media and try to automate posts - barfing our stuff and that of others vs. true engagement to build relationships that can be converted to prospects or advocates - from either direction. Let's be honest, she goes on a few rants here because she's passionate about this topic. But she is right. Dead right. Everyone wants the easy way, the silver bullet to avoid actual work. People want to be liked, and loved, and talked about, but they don't want people to people contact; they just want it to look like they have contact, and care when they don't.  Social media enables a unique opportunity to study another person or company before we attempt to directly engage. We can see their actual positions, words, favorite products, styles and more - it's way more informative than straight data. Data is sold as truth, but that's not the case. Data is an in the moment tabulation of a top of mind discussion, whims, a news headline trigger, a trip down memory lane and then the rabbit holes that spin-off of those directions.  Social enables us to search for who is talking about what and then filter it from there - their position, their passions, their bugaboos, their pain. This guides the introduction and conversation. But how much should you engage? Why not automate it all? How can your CRM help you sincerely engage? You have the tools, you may need to rethink how you use them. About our guest: Susan Finch has been in public relations, advertising and marketing going back nearly 30 years. Her clients range from cities to healthcare services, small organizations, non-profits, real estate professionals and many B2B service providers. This variety of clients allows her to bring unexpected solutions to the challenges clients have had for years. Susan has had many clients for more than 20 years and enjoys keeping them current through her education packages, custom training libraries, as well as group sessions and events. She is also the VP of Operations for the Funnel Media Group.

Don't Kid Yourself, CRM is the Foundation for Business – Justin J. Smal

Play Episode Listen Later Jan 1, 2020 19:13


Add the CRM Radio skill to your Alexa capable device to play the most recent or choose from a list. Justin J. Smal. CEO of Monread CRM who was named CRM Thought Leader by the All Ireland Business Foundation in 2018 is interviewed by Paul Petersen, host of CRM Radio.  They discuss why the foundational purpose of CRM has not changed as the cornerstone of B2B businesses.  Whether a business has five employees or hundreds, Smal says they need a CRM.  ----more---- Why it Matters “The core philosophy is still there, having data all in one place, seeing all your communications in one place, all the interactions that you might have with leads or prospects of the customer and actually be able to call up a record to see their thoughts and interest really hasn’t changed.“ It is an interesting program for those who follow CRM applications and those who are still hunting for a CRM system that works for their needs. Justin J. Smal All-Ireland Business Foundation CRM Thought-leader and extensive CRM knowledge based on 25 years of delivering CRM solutions to a wide-range of businesses. Driven, personable and business savvy leader with an international background and a passion to enable business growth & transformation by delivering holistic CRM solutions for business large and small. Excellent presentation, customer relations and complex problem-solving skills. Specialties: CRM Strategy • Zoho CRM • Strategic Planning • Technology Integration • Requirement & Business Analysis • Solution Development • Continuous Improvement • Organizational Change Management • Leadership • Motivation • Collaboration • Sales & Marketing • Customer Experience  Contact Info Justin J.’s Profile linkedin.com/in/jjsmal Website com  (Company Website) Twitter jjsmal  Dublin - 01 554 0251 | Boston - (857) 574-5780 | London -  020 3051 4806  ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Jan 2020 CA Consumer Protection Act -You Can’t Do Whatever You Want to the Customer

Play Episode Listen Later Dec 23, 2019 24:24


Add the CRM Radio skill to your Alexa capable device to play the most recent or choose from a list. Growing Email Compliance Issues – GDPR, CASL, and CCPA – What? ----more---- The database chicken has come home to roost and the results won’t be pretty for those that ignore it. Paul Petersen the host of CRM Radio interviews Dereck Lackey, managing director of Newport Thompson and Chairman of the Response Marketing Association. He is among other titles the author of CASL Compliance, A Marketers Guide to Email Marketing to Canadians. In this fast-paced information jammed 25-minute live program broadcast on December 19, 2019, and now available as a podcast they discuss: Jan 2, 2020 California Consumer Protection Act (CCPA) and its far-reaching consequences How new laws prevent marketers from doing whatever the hell they want to the customer Why CCPA is more targeted to companies that sell data but doesn’t apply to non-profits How every company web form will all be affected Why legislation is the direct result of marketers who checked out of respecting the customer Why it’s embarrassing that governments had to legislate to take care of customers Why you must have someone in your company who is the data controller Is GDPR the gold Standard for data protection? How consumer protection acts are good for your company About Derek Lackey With more than 30 years’ operating an advertising agency, Derek is focused on data protection & privacy and its effect on the brand. The author of CASL Compliance: A Marketer’s Guide to Email Marketing to Canadians, he looks to simplify the implementation of new data management practices within organizations such that they comply with global laws such as GDPR, PIPEDA, CASL, and CCPA, while taking good care of their prospects and customers. He believes making compliance practical makes compliance feasible. Derek is active in the privacy community chairing the Guidance Committee, Canadian Advisory Council – GDPR, co-chair, IAPP Toronto Chapter – 2020/2021, committee member on ISO 31700 – Privacy by Design for Consumer Products, the CEN CENELEC JTC 13 on Cybersecurity and Data Protection and the new Standard Council of Canada’s initiative - Data Governance Standardization Collaborative (DGSC) He is Managing Partner of Newport Thomson, a data & privacy consulting firm based in Toronto. In his volunteer role as Chairman of the Response Marketing Association, he has provided leadership in the area of privacy and marketing. He is also the Publisher of Blazon. Online a curated portal featuring great content for marketers. www.blazon.online Educated in Marketing at University of Toronto, Derek applies creativity to his business strategy while placing a strong emphasis on results. At one point in time, seven of the nine brands handled by his full-service ad agency were #1 in their categories in Canada.  Newport Thompson We help organizations become compliant with new data/privacy/email laws in: United States (Can-Spam and California Consumer Protection Act 2018), Canada (CASL and PIPEDA) and European Union (GDPR and ePrivacy Regulation)  As the leaders in data & privacy compliance, our Global Data & Privacy Compliance™, a single system service that sets your data & privacy policies and procedures such that the organization is compliant in all jurisdictions. We also offer Canadian Anti Spam Legislation (CASL) compliance. We help identify and change your organization's practices and policies regarding electronic messaging . This law changes the way we use commercial email and SMS text messaging when targeting Canadians. Our way of operating must follow suit. We offer products/ services in the following areas: Review & Gap Reports - for those who wish to do the work themselves and simply have it checked by professionals who have a working understanding of the laws. Full compliance Programs/ Staff Training - for those who simply want to contract the entire task to professionals who can bring them into compliance quickly and efficiently. Certification Programs - approving other’s work with a full audit/certification. Recommending Marketing Automation Technology solutions to track consent status in real time. Email List building within each country - with new rules comes new practices in the area of list building strategies. All services are available in USA, Canada, Europe Background on the CCPA & the Rulemaking Process The California Consumer Privacy Act (CCPA), enacted in 2018, creates new consumer rights relating to the access to, deletion of, and sharing of personal information that is collected by businesses. It also requires the Attorney General to solicit broad public participation and adopt regulations to further the CCPA’s purposes. The proposed regulations would establish procedures to facilitate consumers’ new rights under the CCPA and provide guidance to businesses for how to comply. For more information about the Office of Administrative Law and California’s Rulemaking Process, see Office of Administrative Law - California Code of Regulations. For more information about the CCPA, see Fact Sheet, pdf. Information about the rulemaking process, pdf  ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

5 Myths in Digital Marketing That Can Hurt Your Business

Play Episode Listen Later Dec 16, 2019 24:37


Add the CRM Radio skill to your Alexa capable device to play the most recent or choose from a list. It takes an expert who has worked in digital marketing for a long time with dozens and dozens of companies to nail the 5 Myths in Digital Marketing that cause the average company untold grief in lost opportunities.   In this program, host Stacy Gentile interviews Maggie Strevell, president of Naper Solutions.   Strevell is a well-known speaker and digital marketing strategist.  Maggie and Stacy knockdown paid search myths, mobile-friendly absences, fear that digital marketing is too expensive, the fable about bad company reviews, and the number one fairytale about the emails you send. About Maggie Strevell Maggie Strevell, founder and President of Naper Solutions, Inc. started marketing online in 1997. Her first successes including helping couples successfully adopt via the Internet.  What sets her expertise apart from other marketing companies is an understanding of the technology behind the Internet and the ability to translate it into easy-to-understand terms. Maggie has a Bachelors Degree from Northern Illinois in Computer Science and is a Certified Paid Search Specialist. Today, she empowers small business owners with the knowledge to make educated marketing decisions through her Internet Marketing Workshops, Consulting, and Speaking Engagements Naper Solutions Maggie Strevell on LinkedIn  ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

The Aspirational Business - Building Profit While Making the World a Better Place

Play Episode Listen Later Dec 12, 2019 23:22


Add the CRM Radio skill to your Alexa capable device to play the most recent or choose from a list. The host for CRM Radio, Stacy Gentile, said that of all the guests he invited this year, Dora Lutz is the one he looked forward to most. She is the author of “The Aspirational Business” and the founder and president of GivingSpring. In this interview, Stacy asks and Dora answers: The definition of an Aspirational Business Model Why Aspirational Businesses keep employee longer How companies that pay attention to Social Responsibility have lower risk management costs Why a significant percentage of “startups” consider themselves to be social entrepreneurs Why Aspirational Businesses are more profitable initiatives The biggest benefit of an Aspirational Business beyond superior profitability Learn the reason new hires prefer a socially conscious leadership in their place of employment The reasons why 98% of customers are interested in a company’s social responsibility About Dora Lutz Dora is one of a handful of certified Shared Value Consultants in the country and serves as Regional Voice Lead and Chair of the Global Strategy Council for Impact 2030, a United Nations initiate designed to achieve the Sustainable Development Goals through volunteerism and service. Currently, Dora works with organizations such as the National FFA Organization, the Indiana Economic Development Association, teaches entrepreneurship at Purdue University, and advises multiple social entrepreneurs on building effective social enterprises. Dora's experiences and M.B.A. with a focus in Organizational Leadership provide insight into the ways a well-planned Corporate Social Responsibility (CSR) program can improve business and support multiple stakeholders, and is able to deftly explain how the most recent research can apply to real business scenarios. About GivingSpring Make Money (And Make Meaning) Most leaders know that shareholder value alone isn't enough to engage today's employees, consumers or investors. But we haven't known the formula to move us beyond this limited vision of success. Until now. Aspirational Businesses know how to set and effectively execute a world-changing vision that motivates and retains employees, deepens consumer loyalty, ensures a healthy supply chain and drives profitability.  About the Book: The Aspirational Business: How great companies B.E.G.I.N. to create optimism, energy, and commitment through world-changing goals After years of research, modeling and consulting, Dora Lutz is sharing the common actions purpose-driven leaders and social entrepreneurs take to generate both world-changing impact and profit.  This book covers the five primary components to building an Aspirational Business and uses GivingSpring’s proprietary B.E.G.I.N. process to move your organization towards purpose and profit.  Filled with stories, examples, activities and personal reflection points, The Aspirational Business sets a solid foundation for any leader looking to do more with his or her business. ________________________________________________________ CRM Radio is broadcast on the Funnel Radio Channel.  The hosts are Paul Petersen and Stacy Gentile.  The sponsor for CRM Radio if GoldMine CRM.  

Three Tactics to Be Successful in Content Creation – Chad Pollitt Podcast

Play Episode Listen Later Nov 27, 2019 22:57


Add the CRM Radio skill to your Alexa capable device to play the most recent CRM Radio program or choose from a list! Chad Pollitt says that the future of marketing is entering a new phase. Native advertising is gaining strength, readership (also listenership and viewership) demands a new content approach; hardcore paid performance marketing is stressed and moving up the funnel. What this means is content marketing is coming into its own, but it is no longer a race for the most volume; today and tomorrow it is driven by three tactics to be successful. Listen and learn. About our guest, Chad Pollitt: VP of Marketing, Co-Founder, Professor, Author, Board Member x 3, International Keynote Speaker & former US Army Commander A member of a Forbes Top 100 list, Chad authored "The Native Advertising Manifesto," "The Content Promotion Manifesto" and "51 Things Your Mother Taught You About Inbound Marketing." He is a regular contributor to industry media outlets, including the Huffington Post, Guardian and Social Media Today. Chad has been creating profitable online campaigns for over 16 years for some of the world's most recognizable brands, while delivering tens of millions of dollars of tracked return. Over the last ten years has delivered over 100,000 leads and 24,000 marketing qualified leads. Named a top-five content marketing thought leader and top 20 CMO influencer, he continues to innovate by leading the emerging industry of online content promotion and distribution. Since early 2002, Chad has played an integral role in designing, developing, deploying, executing and tracking robust web marketing strategies for client companies and organizations and is an Internet marketing expert. He holds a BS in Entrepreneurship from the Indiana University Kelley School of Business and an Internet Marketing Masters Certification from the University of San Francisco's prestigious School of Business and Management.  ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Columnist Gene Marks Debates 2019 Tech Winners, Flops, Predictions for 2020 and #Metoo Unintended Consequences

Play Episode Listen Later Nov 26, 2019 24:10


Add the CRM Radio skill to your Alexa capable device to play the most recent CRM Radio program or choose from a list!   Host Paul Petersen interviews columnist and radio/TV personality Gene Marks about the technology winners and flops of 2019 and the things to watch out for in 2020. A good amount of time was spent on AI and how it is becoming pervasive in our lives and why we have to accept it. They talk about: How AI is maturing even if it isn’t always accepted About Gene’s dog Lavender Conversations with a bot – it’s more often than you think How small companies benefit when big companies build AI apps, When competitors embrace AI at your expense What GoldMine CRM is doing in AI How predictive analytics is being used in CRM How robots lift up everyone in an organization that uses them The unintended consequences of the #Metoo movement The biggest technology flop in 2019 The dramatic moves to AI in HR What small companies need in place to ride out the next recession…and there is always a next recession About Gene Marks Speaker. Columnist. Small Business Expert Small business keynote speaker Gene Marks helps small business owners, executives and managers understand the political, economic and technological trends that will affect their companies so they can make profitable decisions. As a professional speaker and small business expert, Gene has talked at industry conventions, corporate events, and professional trade shows. Gene is also a small business writer. He has authored multiple books for small business owners, and is a featured small business columnist in many national online publications. Gene has talked at annual meetings, industry conferences, and corporate events. Marks owns the Marks Group, a Bala Cynwyd, Pa.-based consulting firm that helps clients with customer relationship management. Marks is an author and a certified public accountant, and he writes regularly for The Post’s On Small Business blog. For more about Marks, visit genemarks.com. ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

3 Technologies Small Businesses Need to Help Cash Flow

Play Episode Listen Later Nov 13, 2019 20:08


  Stacy Gentile is responsible for global marketing operations at GoldMine CRM and he is also a business writer for online Forbes.com as part of their communications council. With more than two decades of marketing experience, Gentile has helped startup businesses, worked on difficult turnaround projects and consulted with 300 of America’s leading brands on experiential marketing efforts. Additionally, he also served as a recon platoon sergeant with the U.S. Army and has a degree in International Relations from the University of Wisconsin. From Gentile's deep background as a consultant, he discusses the three technologies that every new business must have to be successful. But during this conversation, he takes a step further and proposes that while marketing must concern itself with the foundational technology needs, it also must be equally concerned with the cash flow the company needs to survive. The program is hosted by Paul Petersen.  Join us for the live program on September 27th for this informative interview. Podcast replays will be available immediately.   ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Why Buyers Take Their Connected Devices into the Bathroom – Mario Martinez Short Podcast

Play Episode Listen Later Nov 13, 2019 25:39


  Plus modern buyers have four attributes modern sellers must address! Mario Martinez Jr., president of Vengreso says that buyers only care if a salesperson can add value and the buyer can quickly tell if this is the case.  In this interview with CRM Radio host Stacy Gentile, Martinez knocks down stereotypical ways of selling that are yesterday's approaches and gets into the methods of today’s most successful salesperson: Social Selling. Spray and Pray doesn’t work, but it’s used every day by unsuccessful salespeople. Mario and host Stacy Gentile discuss: Modern Buyers share four social engagement traits Why every sales representative needs a LinkedIn profile What he means by saying cold calling is dead but prospecting is up Sellers must leverage the omni-channel approach to prospecting About Mario Martinez:  As a former VP of Sales, now a Speaker & Digital Sales Evangelist, he is #SalesObsessed! Mario's spent 84 consecutive quarters in sales & leadership helping to grow revenues for small to large fortune 100 sales teams.  He's made his way into the 100% + Club 15 / 18 years while in corporate! You may also like:  Vengreso Blog Modern Marketing Engine Podcast Selling with Social Podcast ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.

Load Your Contacts with Real People, Not Just Data

Play Episode Listen Later Nov 12, 2019 25:20


In this episode, Susan Finch talks with Paul Petersen about automated posts - barfing our stuff and that of others vs. true engagement to build relationships that can be converted to prospects or advocates - from either direction. Let's be honest, she goes on a few rants here because she's passionate about this topic.   Social media enables a unique opportunity to study another person or company before we attempt to directly engage. We can see their actual positions, words, favorite products, styles and more - it's way more informative than straight data. Data is sold as truth, but that's not the case. Data is an in the moment tabulation of a top of mind discussion, whims, a news headline trigger, a trip down memory lane and then the rabbit holes that spin-off of those directions.    Social enables us to search for who is talking about what and then filter it from there - their position, their passions, their bugaboos, their pain. This guides the introduction and conversation. But how much should you engage? Why not automate it all? How can your CRM help you sincerely engage? You have the tools, you may need to rethink how you use them. ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Pros and Cons of Social Media,  A Frank Discussion

Play Episode Listen Later Oct 29, 2019 28:56


Yep, if we fully used all the social media outlets at our disposal, who would have time for work, at least that’s the inference of the discussion about social media between Radio Producer Paul Roberts and the host of CRM Radio Paul Petersen.  Petersen and his side-kick Paul Roberts talk about the pros and cons of social media, the time devoted to it and the difficulty of measuring the return on time invested.     They discuss Alignable (small business networking) and Linkedin, the love hate attraction of social media networking, and how content management fits into the picture. The program is occasionally humorous, as these two talk about appropriate content for social channels, cross-linking, and they compare the pain of CRM and Social Media adoption.   ___________________________________________ SLMA Radio is hosted by James Obermayer of Funnel Media Group which is a program on the Funnel Radio Channel.  Funnel Media Group is the sponsor of SLMA Radio    

Selling Isn’t about Pushing Features It’s about Diagnosing – Patrick Renvoise Podcast

Play Episode Listen Later Oct 11, 2019 23:01


Host Paul Petersen on CRM Radio interviews Patrick Renvoise, co-author of The Persuasion Code: How Neuromarketing Can Help You Persuade Anyone, Anywhere, Anytime and president and co-founder of SalesBrain the original neuromarketing agency.  Paul and Pat discuss the research behind the current book (September of 2018) and the book that started it all, Neuromarketing: Understanding the Buy Buttons in Your Customer's Brain.  ----more----Patrick reveals why traditional thoughts into a buyer’s preference for a product is based on false research and how the Persuasion Code can be used by anyone to increase revenue if they understand the basic principles.  For instance: There is solid research, clinical research, not hunches or opinions behind the current book's recommendations for sales and marketing tactics that win Selling isn't about pushing features and benefits, it's about asking questions to diagnose the prospect's problems There are only three stages of selling: Diagnosis, Selling and educating Educating helps the competitor as much as you the salesperson Selling without diagnosis is the surest way to fail Diagnosis should take up 80% of the discussion with the prospect Diagnosis of the pain is the first step in the sales process, without you will lsoe more than you win About the Persuasion Code The Persuasion Code: How Neuromarketing Can Help You Persuade Anyone, Anywhere, Anytime is available from all fine booksellers. This book, published by Wiley, was written by Dr. Christophe Morin and Patrick Renvoise and focuses on influencing your audience with the use of brain sciences. Get on the cutting edge of neuroscience from a book written by the team behind the world’s first neuromarketing agency. In the book, the authors introduce NeuroMap, a scientific, yet simple model to develop better marketing and sales messages. Aside from marketing and sales, the strategy of persuasion introduced covers both business and personal success. Some of the main concepts include: the dominance of the Primal Brain over the Rational Brain in buying decisions; the only 6 stimuli that always trigger a response; scientific ways to optimize your content and message delivery. Applying neuroscience to persuasion is an aspect of marketing and advertising every professional should understand. CEOs, VPs, and professionals can all benefit from The Persuasion Code as it touches on brain-based principles for consumer, media, sales, and advertising. Dr. Christophe Morin has been recognized for nearly ten years as a leading researcher and authors in the field of neuromarketing and media neuroscience. Dr. Morin is also a professor of Media Psychology for Fielding Graduate University. Patrick Renvoise is a foremost expert in complex sales. In a previous book release, Neuromarketing: Understanding the Buy Buttons in Your Customer’s Brain, the authors started the field of neuromarketing. Dr. Christophe Morin and Patrick Renvoise, sold over 200,000 copies and the book was translated in 12 languages. Since 2002, this book has been the go-to text for customers looking to use revolutionary sales and marketing practices. The company behind The Persuasion Code is SalesBrain, the world’s first neuromarketing agency. Founded in 2002, the company has helped over 600 clients close more business by researching, learning and improving thousands of sales presentations, ads, websites, brochures and more. SalesBrain has worked with over 120,000 executives (including 18,000 CEOs) around the world and delivered over 3000 private workshops to professionals, and marketers around the world. The Persuasion Code is a culmination of 16 years of research and constant interactions with executives and professionals looking to stay on the cutting-edge of marketing and sales excellence.  ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.

Why the Marketing Stack is Threatening Marketing Management

Play Episode Listen Later Oct 8, 2019 23:11


Josh Miles, CMO for the Society for Professional Services (SMPS) talks with Stacy Gentile about the difficulties marketers are facing today with constant accelerating change, new tools, weak marketing skill sets, and the status of intentional marketing.  ----more---- Why tomorrow will be difficult for marketers What he means by so many tools, so little time Why multi-dimensional marketing skills will be crucial How to think differentially about marketing Why the position of marketing director is changing from year to year  About Josh Miles Josh Miles is a caffeine and Twitter addict and Chief Marketing Officer at SMPS. Josh previously co-founded MilesHerndon, an Indianapolis-based branding firm specializing in brand strategy, corporate identity, website, and user interface design. His expertise is highly sought after by professional service firms including architecture firms, legal practices, engineering offices and software companies. Josh is also involved in several other start-up tech companies based in Indianapolis. Josh’s unique point of view on branding, design, and marketing has been sought after by organizations, corporations, and university design programs. Josh is the author of Bold Brand 2.0: How to leverage brand strategy to reposition, differentiate, and market your professional services firm. Josh Miles speaks from coast to coast on branding, digital marketing, and social media. Josh was honored as one of the Indianapolis Business Journal's 40 Under 40, and was also named 40 Under 40 by Delta Sigma Phi. ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.

All-Ireland Business Foundation CRM Thought-Leader - Justin J. Small

Play Episode Listen Later Sep 30, 2019 19:14


Paul Petersen interviews Justin J. Small. CEO of Monread CRM who was named CRM Thought Leader by the All Ireland Business Foundation in 2018.  They discuss why the foundational purpose of CRM has not changed as the cornerstone of B2B businesses.  Whether a business has five employees or hundreds, Smal says they need a CRM.  Justin continues: ----more---- “The core philosophy is still there, having data all in one place, seeing all your communications in one place, all the interactions that you might have with leads or prospects of the customer and actually be able to call up a record to see their thoughts and interest really hasn’t changed. “ It is an interesting program for those who follow CRM applications and those who are still hunting for a CRM system that works for their needs. Justin J. Smal All-Ireland Business Foundation CRM Thought-leader and extensive CRM knowledge based on 25 years of delivering CRM solutions to a wide-range of businesses. Driven, personable and business savvy leader with an international background and a passion to enable business growth & transformation by delivering holistic CRM solutions for business large and small. Excellent presentation, customer relations and complex problem solving skills. Specialties: CRM Strategy • Zoho CRM • Strategic Planning • Technology Integration • Requirement & Business Analysis • Solution Development • Continuous Improvement • Organizational Change Management • Leadership • Motivation • Collaboration • Sales & Marketing • Customer Experience  Contact Info Justin J.’s Profile linkedin.com/in/jjsmal Website com  (Company Website) Twitter jjsmal  Dublin - 01 554 0251 | Boston - (857) 574-5780 | London -  020 3051 4806 ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Guarantee Sales Killer: Salespeople Who Bark Up Unverified Value

Play Episode Listen Later Sep 30, 2019 1:31


“If your salesperson barfs up value based pablum without listening to the prospect, he or she will lose the sale.” ----more---- David Priemer  “Value,” David Priemer of Cerebral Selling says, “transcends ROI.” Regardless of the opinions of your product manager, company president or sales manager, the value your product or service will mean something different to each prospect. If your salesperson barfs up value based pablum without listening to the prospect, he or she will lose the sale.  The prospect, Petersen and Priemer agreed, is the only one who can define value for your product. In this program, Priemer and host Paul Petersen further discuss how to best address the problem of under-performing sales reps and sales managers who lack coaching skills. About David Priemer David Priemer is widely recognized as a thought leader in the area of sales and sales leadership and has been published in the Harvard Business Review, MIT Sloan Management Review as well as Forbes, Entrepreneur, Barron's, and Inc. magazines. David helps organizations drive revenue growth, people development, and winning cultures by infusing the core principles of science, empathy, and execution into their sales operations. Previously David held several executive leadership positions at leading technology companies including Salesforce, where he was the Vice President of Commercial Sales and creator of the Sales Leadership Academy program. He is also an Adjunct Professor at the Smith School of Business at Queen's University. David holds a B.Sc. in Chemistry and Atmospheric Science from York University and a Master’s degree in Chemical Engineering from the University of Toronto. When he's not thinking about Sales, David loves to cook, write, and spend quality family time with his wife and three daughters.  ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Trends in Email Marketing or You Can't Sell to an Angry Person

Play Episode Listen Later Sep 19, 2019 24:18


Our host, Paul Petersen interviews Steven Pearl, President of Intelliclick about the trends in email marketing they discuss: ----more---- Recent and new regulation for email marketing Businesses must pay more attention to who they are marketing to How to keep people on your mailing list Why the recipient must recognize the sender The two most important things you must do for every email campaign Why recency and frequency are not dead How to define a recipient's digital body language The two unique things about the Beatles Abbey Road Album (50th anniversary) Steven Pearl Bio Steven Pearl is a McGill University Business School graduate with a major in Marketing. He moved from Canada in the early 80s and now lives in Chicago with his wife and daughter. His career in brand management evolved to include positions with Nestle (coffee division), Hiram Walker and Citibank before starting Business Automation Solutions (BAS) in 1995.  As a GoldMine partner since 1995, BAS has helped companies, across a wide range of industries, implement “best practices” customer relationship management solutions (CRM). In 2008, BAS led the development of IntelliClick, a CRM integrated email and web site tracking solution that has been deployed for 100s of companies worldwide.  ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

When Sales are Down, First Train the Rest of the Company In Sales

Play Episode Listen Later Sep 17, 2019 24:49


  When sales are down, companies should not turn to training salespeople again and again, they need to train everyone else in company on sales. ----more---- Plus, Todd Cohen states that a company with siloed sales and marketing departments is a mediocre company that eventually dies.  They die because  are siloed.  They die because employees, regardless of job title don’t understand that when they serve the customer well, they are in sales.  They die because company departments don't talk to one another.  Having siloed sales and marketing departments is a classic brew for mediocrity and failure.   Todd says they can be in manufacturing or finance, it makes no difference, every action they take serves the customer.  He’s got opinions and examples of solving the silo problem in this interview with the host Stacy Gentile.    Cohen discusses: Everybody in the company is in sales Job titles are limiting and useless Marketing can’t craft messages that sell without talking to customers We are all in an experiential economy Everyone in the organization, by the nature of their job, is in sales No one works in a back office; There is no back office CRM is a transparency system and process for sales and marketing People set your company apart from competitors Everyone in a company has a connection to the customer Cohen is the author of two books, Stop Apologizing and Start Selling and Everyone’s in Sales. About our guest: Todd Cohen’s proven strategy of Sales Culture™ has helped to revolutionize the sales success for franchises, trade groups, and organizations, including Subaru of America, Inc., Ernst and Young, The UPS Store, Inc., The Canadian Franchise Alliance, Corning, Inc., The NFL-PA and PNC Bank. Todd uses his unparalleled expertise, unique insights, and memorable examples to engage, motivate and educate audiences in the United States and around the world. He delivers more than 90 keynote addresses a year, speaking to audiences as small as five people and as large as 5,000. ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.

Switching your CRM - Why Switch and How to Switch

Play Episode Listen Later Aug 29, 2019 28:08


The CRM industry keeps getting flooded by new (and not so new in features) CRM Systems because the dissatisfaction level of current CRM users is very high.  It’s said that 40% of the sales reps on a CRM system don’t comply with the company CRM standards or policies.  83% of senior executives complain that their people aren’t properly using the CRM system.  ----more---- The reason for the high CRM replacement market is that users of a CRM system stop using it. And yet 50% of the new – replacement CRM Systems fail.   Our host Stacy Gentile of GoldMine CRM talks about the reasons companies switch to a different CRM system, and tips on how to do it.  He discusses: Why the future of CRM is in usability The software vendors are full of trickery, they offer features not asked for or needed by the great majority of users Replacements are triggered by non-users and frustrated management Complexity isn’t your friend in the CRM world Simple and basic is in vogue  Why cleaning up a current CRM installation may be better than starting with a new ap CRM systems are often weaponized against the sales rep When management doesn’t plan for the future CRM systems fail "If your business process is a mess and you add technology to it, the only thing you're going to have is a mess at high speed." Stacy Gentile    _________________________________________ CRM Radio is hosted by Paul Petersen and Stacy Gentile on the Funnel Radio Channel.  The sponsor is GoldMine CRM.

The Six-Word Question Every Salesperson Needs to Use – Iannarino Podcast

Play Episode Listen Later Aug 28, 2019 25:32


Anthony Iannarino, author, speaker, and well-known sales leader discusses his contrary opinion of the buying process in B2B. He says prospects don’t already know about the product and salespeople aren’t unnecessary as some will have us believe. In this interview with the host Paul Petersen he covers: ----more---- The most important, six-word question a salesperson can ask. It is misleading to think the prospect knows everything.  Of the four values a salesperson gives the prospects, only one is a real value add to the prospect. Inexperienced sales qualifiers subtract value in the buyer's mind rather than give value. Why the first contract with a prospect has have value in creating a compelling partnership Why literature is useless Anthony also discusses his book “Eat Their Lunch.”   The first-ever playbook for B2B salespeople on how to win clients and customers who are already being serviced by your competition, from the author of The Only Sales Guide You'll Ever Need and The Lost Art of Closing.  About Anthony Iannarino ANTHONY IANNARINO is a highly respected international speaker, bestselling author, entrepreneur, and sales leader specializing in complex business-to-business (B2B) sales. He is also a founder and managing partner of two closely-held, family-owned businesses in the staffing industry, leading both entities in strategic planning while growing sales. Anthony is best known for his work at The Sales Blog, which has helped him gain recognition as a top thought leader in sales strategy. He is also the designer of Level 4 Value Creation™ and Building Consensus, methodologies that help sales organizations achieve transformational, breakthrough results. Throughout his career, Anthony has helped people in a wide variety of industries and markets think through and overcome their biggest business challenges. His greatest strength is in getting others to build consensus around what must change, and identify the resources within themselves that will drive positive results. Be it through the delivery of staffing solutions or sales strategies, Anthony is a trust builder who focuses on leading transformational conversations, those that create and sustain relationships of value. He is a natural mentor who brings the business acumen, situational knowledge, and experience to each engagement, and lays a solid foundation for future growth.

Myths that Salespeople are Taught by Their Mothers – Keenan with Paul Petersen

Play Episode Listen Later Aug 14, 2019 25:29


Keenan, the author of Gap Selling is the CEO of A Sales Guy and the guest for host Paul Petersen on CRM Radio. This is pure Keenan at his best, except of course for his books.  This program is part of a book review and a lot of sales training as Keenan discusses: ----more---- Myths that we are taught by our mothers The sales gap that is stopping most salespeople from succeeding Why the gap is where the value resides Why salespeople have to stop chasing pain Why expanding the gap expands sales results Why it’s not about telling but all about learning Why he never trusts a customer or prospect to tell him what they want What to do when the sales manager sends you out half-prepared About Keenan Keenan is A Sales Guy Inc’s CEO/President and Chief Antagonist. He’s been selling something to someone for his entire life. He’s been teaching and coaching almost as long. With over 20 years of sales experience, which he’ll tell you he doesn’t give a shit about, Keenan has been influencing, learning from and shaping the world of sales for a long time. Finder of the elephant in the room, Keenan calls it as he sees it and lets nothing or no one go unnoticed.  Keenan is also the author of Not Taught. Gap Selling Amazon Kindle: $9.99 Hardcover: 26.93 Barnes and Noble               Hardcover: $27.00   ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

4 Reasons Why CRM Systems Succeed and Others Fail

Play Episode Listen Later Aug 7, 2019 17:56


CRM Radio host Paul Petersen interviews Gene Marks. In this program Marks says that if companies want to succeed with their CRM system they need to invest in their people first. The result is a successful CRM system, growing sales, a clean database, and a high value for the company.  They discuss the four reasons for a CRM implementation which drive every long term CRM success.  ----more---- Additionally, host Paul Petersen and Marks discuss the future of small business in a growing and occasionally chaotic economy. With his background in customer relationship management and SMBs Marks is a good sounding board as he and Paul explore the future of CRM in an AI world. Marks writes daily for The Washington Post newspaper and weekly for Forbes magazine, The Huffington Post website, Inc. magazine, Entrepreneur.com, Fox Business, and Philadelphia Magazine. About Gene Marks Speaker. Columnist. Small Business Expert Small business keynote speaker Gene Marks helps small business owners, executives and managers understand the political, economic and technological trends that will affect their companies so they can make profitable decisions. As a professional speaker and small business expert, Gene has talked at industry conventions, corporate events, and professional trade shows. Gene is also a small business writer. He has authored multiple books for small business owners, and is a featured small business columnist in many national online publications. Gene has talked at annual meetings, industry conferences, and corporate events. Marks owns the Marks Group, a Bala Cynwyd, Pa.-based consulting firm that helps clients with customer relationship management. Marks is an author and a certified public accountant, and he writes regularly for The Post’s On Small Business blog. For more about Marks, visit genemarks.com. ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Ruminations on a CRM Career and Then The Vanishing Wilderness of Alaska – a Little Public Service

Play Episode Listen Later Aug 1, 2019 25:33


Paul Petersen, as the host of CRM Radio, taps an old friend, Rich Ackerman, a colleague from the CRM and cyber-security field to talk about changes in the CRM space and sales in general.  In addition, they also discuss that there is an act two as Ackerman has changed his career to create The Vanishing Wilderness, a photographic masterpiece about the southeast inside passage of Alaska which is scheduled for release in mid-August of 2019. ----more---- About Rich Ackerman In act one of his life, Rich Ackerman was a CRM expert and consultant.  During the latter part of this act, he became well known for IT consulting and cybersecurity. In act two, he became a photographer, musician, and imaging specialist in abstract macro and environmental landscape photography.  Ackerman photographs 80% of his images in black and white because he is a passionate pictorial realist and sees color as a visual distraction from the vast tonal range of most scenes he photographs. Color plays a more important role when he does close-up and macro imagery where it is no longer a distraction but part of the realism the scene portrays. He places extreme emphasis on "100 proof" accuracy in his images without sacrificing his own unique creativity and love that goes into each image. His work can be viewed at Images with Vision. You can also connect with Rich Ackerman on LinkedIn.  ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

The Art of CRM – Its More Than Software – an Interview with Author Max Fatouretchi

Play Episode Listen Later Jul 31, 2019 19:08


CRM Radio host Paul Petersen interviews Max Fatouretchi author of The Art of CRM published in May of 2019.  During this interview Max talks about: ----more---- The largest changes in CRM in the last 2-3 years Max defines the Three Pillars of CRM: Operational CRM Collaboration CRM Analytical CRM How to get sales and marketing to leverage CRM How CRM improves processes and efficiencies within a company, including the cost of ownership and operations. Why CRM improves customer satisfaction How almost every process in a company is related to CRM Why CRM fails Fatouretchi, the founder of the Academy4CRM institute, draws on his experience of over 20 years and 200 CRM implementations worldwide.  Bringing CRM up to date, the Art of CRM shows how to add AI and machine learning to your CRM, ensure compliance with GDPR, and how to choose between on-premise, cloud, and hybrid hosting solutions. About Paul's guest, Max Fatouretchi: As a Business Analyst/Mentor/Angel and CRM-Architect he gives both financial support and business know-how to boost confidence to the young entrepreneurs in achieving the success of the venture.www.first-city.com About the Book the Art of CRM This CRM masterclass gives you a proven approach to modern customer relationship management.  360 Pages Kindle $31.99 Paperback: $39.99 Key Features Proven techniques to architect CRM systems that perform well, that are built on time and on budget, and that deliver value for many years Combines technical knowledge and business experience to provide a powerful guide to CRM implementation Covers modern CRM opportunities and challenges including machine learning, cloud hosting, and GDPR compliance Book Description CRM systems have delivered huge value to organizations. This book shares proven and cutting-edge techniques to increase the power of CRM even further. In The Art of CRM, Max Fatouretchi shares his decades of experience building successful CRM systems that make a real difference to business performance. Through clear processes, actionable advice, and informative case studies, The Art of CRM teaches you to design successful CRM systems for your clients. Fatouretchi, the founder of Academy4CRM institute, draws on his experience over 20 years and 200 CRM implementations worldwide. Bringing CRM up to date, The Art of CRM shows how to add AI and machine learning, ensure compliance with GDPR, and choose between on-premise, cloud, and hybrid hosting solutions. If you’re looking for an expert guide to real-world CRM implementations, this book is for you. What you will learn Deliver CRM systems that are on time, on budget, and bring lasting value to organizations Build CRM that excels at operations, analytics, and collaboration Gather requirements effectively: identify key pain points, objectives, and functional requirements Develop customer insight through 360-degree client view and client profiling Turn customer requirements into a CRM design spec Architect your CRM platform Bring machine learning and artificial intelligence into your CRM system Ensure compliance with GDPR and other critical regulations Choose between on-premise, cloud, and hybrid hosting solutions ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Matt Heinz Says Marketing Has to Generate Metrics to Buy a Beer

Play Episode Listen Later Jul 17, 2019 22:48


Paul Petersen interviews  CEO Matt Heinz (Heinz Marketing) and they discuss among other things that the primary job of marketing is to build a pipeline. But without metrics, no one buys a beer.   ----more---- Heinz said it isn’t marketing’s responsibility just to build more visitors, tweets, likes, etc., but to generate a sales pipeline that is valued by salespeople.   They discuss: Why it’s a struggle to get marketing to understand their goal is to build a pipeline Marketing has to put cheese in the right place Marketing has to deliver consistent results Ask versus give There has to be a good technology to bridge the gap between marketing and sales Marketing has to have the right activities, processes, and systems to deliver a pipeline Sales and marketing have to agree on what the right metrics are for them both Marketing has to generate metrics to buy a beer About Matt Heinz A prolific author and nationally recognized, award-winning blogger, Matt Heinz is President and Founder of Heinz Marketing with 20 years of marketing, business development and sales experience from a variety of organizations and industries. He is a dynamic speaker, memorable not only for his keen insight and humor but his actionable and motivating takeaways.  Matt’s career focuses on consistently delivering measurable results with greater sales, revenue growth, product success, and customer loyalty. Matt is a repeat winner of Top 50 Most Influential People in Sales Lead Management and Top 50 Sales & Marketing Influencers.  Matt restored his 105-year-old historic farmhouse in Kirkland, Washington with his wife, Beth and shares it with three young children, a dog, two rabbits, and seven chickens ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Don’t Get Comfortable in Marketing Says Josh Miles

Play Episode Listen Later Jul 3, 2019 23:11


Don’t Get Comfortable in Marketing Josh Miles, CMO for the Society for Professional Services (SMPS) talks with Stacy Gentile about the difficulties marketers are facing today with constant accelerating change, new tools, weak marketing skill sets, and the status of intentional marketing.  ----more---- Why tomorrow will be difficult for marketers What he means by so many tools, so little time Why multi-dimensional marketing skills will be crucial How to think differentially about marketing Why the position of marketing director is changing from year to year  About Josh Miles Josh Miles is a caffeine and Twitter addict and Chief Marketing Officer at SMPS. Josh previously co-founded MilesHerndon, an Indianapolis-based branding firm specializing in brand strategy, corporate identity, website, and user interface design. His expertise is highly sought after by professional service firms including architecture firms, legal practices, engineering offices and software companies. Josh is also involved in several other start-up tech companies based in Indianapolis. Josh’s unique point of view on branding, design, and marketing has been sought after by organizations, corporations, and university design programs. Josh is the author of Bold Brand 2.0: How to leverage brand strategy to reposition, differentiate, and market your professional services firm. Josh Miles speaks from coast to coast on branding, digital marketing, and social media. Josh was honored as one of the Indianapolis Business Journal's 40 Under 40, and was also named 40 Under 40 by Delta Sigma Phi. ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

The Number One Sales Coaching Failure

Play Episode Listen Later Jul 2, 2019 20:44


She’s serious with humor, laughs when making a thoughtful point and you know as you listen that she speaks with authority and truth.  Colleen Francis of Engaged Selling talks with host Stacy Gentile about the issues around poor, poor sales coaching.  They discuss:  ----more---- Is sales even the right word anymore? The worst advice given to salespeople: “You’re not hitting your numbers, you have to close more deals.” How to avoid sales boom and bust cycles Why companies are not intentional enough about revenue The number one coaching failure: It worked that way before, it should work now Why companies have to be more intentional about sales metrics Are we in a buying environment and not a selling environment? About our guest, Colleen Francis Colleen of Engage Selling works with business and sales leaders to synergize the sales DNA of the organization to seize market opportunities. Whether designing strategy to target a new market or working with a team to improve its productivity, Colleen's results have attracted clients such as Merck, Abbott, Merrill Lynch, Royal Bank, Dow, Adecco, Trend Micro, NCR, Chevron, and thousands of other global organizations. Time and time again, clients who work with Colleen note her frank, no-nonsense approach to accelerate sales while reducing effort and increasing profits. Colleen's practical strategies deliver immediate and lasting results. Colleen is an award-winning writer and consultant, bestselling author, and member of the Speaking Hall of Fame. She is recognized as one of the foremost thought leaders on the future of selling by leading publications worldwide, including being named a LinkedIn Top Voice for Sales. About Non-Stop Sales Boom Has the last week of each quarter in your business become a mad scramble to meet quota? Do your year-end reports show sporadic and unexplainable highs some weeks that will be near impossible to meet next year, as well as mysterious lows that ruined your goals for a 10 percent increase? For many sales organizations, anomalies such as these are strangely commonplace and unshakeable without intentional efforts to ratify them. Nonstop Sales Boom explains how to break this unhealthy cycle and achieve strong, steady results--every quarter, from every member of the team. Author and experienced sales leader for over twenty years Colleen Francis says the secret to leaving behind the roller-coaster reports and achieving sustaining, steady success is to broaden the focus from merely closing deals to actively nurturing the four critical stages of client engagement: • Attraction: Fill the funnel with lucrative prospects • Participation: Turn them into customers faster • Growth: Invest in valued clients • Leverage: Turn customers into referral generators When companies concentrate on only one or two of these areas, their results become erratic. But by becoming purposeful toward all four, simultaneously, they will systematically attract a regular flow of prospects and move them smoothly through the pipeline--taking the chaos and pressure away from the end of the quarter for good! ______________________________________ CRM Radio is hosted by Paul Peterson and Stacy Gentile and sponsored by GoldMine CRM on the Funnel Radio Channel.

5 Versatile CRM Tips from a Channel Manager

Play Episode Listen Later Jun 25, 2019 25:28


 CRM Systems are getting bigger and more complicated.  In the process, the pivotal end user of the system, not the buyer of the system, has been ignored.  And if the end user, the salesperson can’t easily use the system, nothing else matters.  ----more---- In this interview CRM Radio host, Stacy Gentile interviews GoldMine CRM’s Channel Manager, Kevin Smith who shares his top 5 tips on how to get the most use out of Customer Relationship Management software.   They discuss: How and why to keep it simple for the initial CRM installation How to make the most of the increasing amounts of data fed into the system Why and how you can reduce the amount of data the salesperson and other users have to physically enter No Kevin says, salespeople aren’t lazy Why training is the least expensive, but most ignored investment CRM implementers can make Kevin says it isn’t always about the salespeople as increasingly 5-6 other departments in the company will use the CRM system ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

How Our Parents Killed our Potential, Hint, it’s the Word No

Play Episode Listen Later Jun 17, 2019 28:17


Yes, this is another rag on what our parents did wrong and from Andrea Waltz we understand the limits this has imposed on salespeople.  And yet, it's easier than you think to overcome our avoidance of the word no and reprogram ourselves to embrace it. ----more---- Author Andrea Waltz turns sales upside down by approaching sales conversations from a different perspective, it’s  simple. Go for the No. In this interview with host Stacy Gentile, Andrea Waltz discusses her book ”Go For The No,  Yes is the Destination,  No is how you Get There” and her sales philosophy that is startlingly fresh as a basic skill every salesperson must learn.   During the interview they discuss: How to help salespeople fail their way to success Overcoming fear of failure, rejection, and hearing No. Yes, is the destination but no is how you get there The interplay between failure and rejection and the word “no” How you know when a customer is done buying Why you can’t stop selling until you hear the word no Why we are trained from childhood to limit our performance How to embrace failure and the word no and its path to the word yes How to change the way you view failure  About our guest: Andrea Waltz is the founder of Courage Crafters, Inc. and co-author of Go for No! Yes is the Destination, No is How You Get There. Along with her husband and business partner they teach audiences how to achieve the results they want in their business and in life by learning to think and feel differently about failure, rejection and the word, no. As a result "Go for No" has become a well-known methodology for overcoming the fear of rejection within many industries and is widely recognized as the singular best program of its kind. The book, Go for No! #1 on Amazon’s “Selling” list and has remained in the top 50 of ‘Sales’ books for the last 9 years. About Go For No There's One Major Roadblock Standing Between Most People and Sales Success... We're about to Remove It Forever! Everyone loves the sound of the word YES... it’s so positive, so empowering. And then there’s “NO!” For most people, NO is just the opposite: negative… draining… the antithesis of yes. But what if that could change? What if you could achieve every quota… hit every income goal… and reach every personal dream… simply by changing the way you think, feel, and respond to hearing the word NO? Well, you can. Welcome to Go for No!®considered by many to be the most effective strategy ever created for turning the negative effects of failure and rejection into a powerful positive in your career. The relationship you have with the word NO… what you think and feel when you hear it, and what you do afterward as a result... is THE single most important factor in determining the level of success you will achieve in your life. That’s why despite having a great product, service or opportunity to offer, so many people fail to succeed in business... and in life. But it doesn't have to be that way. A simple change in attitude and perspective could transform you from someone who is slowed down by failure and rejection into someone who is actually energized by it. Turn Your Greatest Obstacle into Your Greatest Asset… Learn to Go for No! Want to Learn More? Click Here ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.          

6 Reasons Sellers Have to be Skilled at Social Selling

Play Episode Listen Later Jun 13, 2019 25:43


Buyers Have Changed: Sellers Must Change or Fail to Make Quota Spray and Pray doesn’t work, but it’s used every day by unsuccessful salespeople. Mario Martinez Jr., president of Vengreso says that buyers only care if a salesperson can add value and the buyer can quickly tell if this is the case.  In this interview with CRM Radio host Stacy Gentile, Martinez knocks down stereotypical ways of selling that are yesterday's approaches and gets into the methods of today’s most successful salesperson: Social Selling.  He discusses: ----more---- Why every sales representative needs a LinkedIn profile What he means by saying cold calling is dead but prospecting is up Modern Buyers share four social engagement traits Sellers must leverage the omni-channel approach to prospecting About our guest Mario Martinez:  As a former VP of Sales, now a Speaker & Digital Sales Evangelist, he is #SalesObsessed! Mario's spent 84 consecutive quarters in sales & leadership helping to grow revenues for small to large fortune 100 sales teams. He's made his way into the 100% + Club 15 / 18 years while in corporate sales! You may also like:  Vengreso Blog Modern Marketing Engine Podcast Selling with Social Podcast ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

Tips and Pitfalls of CRM Use and Implementation

Play Episode Listen Later May 29, 2019 24:20


Host Paul Petersen talks with GoldMine CRM, CMO Stacy Gentile about the tips and pitfalls of CRM use and Implementation. They look back to guests like Jay Baer, Gene Marks, Patrick Renvoise, Jill Konrath, Todd Cohen, Chad Pollitt, Shari Levitin, and others to discuss the takeaway tips about sales in general and CRM usefulness for sales and management.   For instance: ----more---- Why management shouldn’t look at CRM as a policing tool Why salespeople have to be honest with themselves about forecasting and the CRM tool helps How to make the CRM tool more useful Why a CRM tool makes ordinary salespeople better Why the CRM tool must be customized for your business It’s all about the data and that comes from the custom fields Why lead attribution is difficult to pin down Regardless of AI advances, the human point of data entry is important CRM Radio is hosted by Paul Petersen and the sponsor is Goldmine CRM broadcast on the Funnel Radio Channel. ___________________________________________ CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.    

How Aspirational Leadership Helps the Bottom Line

Play Episode Listen Later May 22, 2019 23:22


The host for CRM Radio, Stacy Gentile, said that of all the guests he invited this year, Dora Lutz is the one he looked forward to most.  She is the author of “The Aspirational Business”  and the founder and president of GivingSpring.com.  In this interview, Stacy asks and Dora answers: ----more---- The definition of an Aspirational Business Model Why a significant percentage of “startups” consider themselves to be social entrepreneurs Why Aspirational Businesses are more profitable Learn the reason new hires prefer a socially conscious leadership in their place of employment The reasons why 98% of customers are interested in a company’s social responsibility initiatives The biggest benefit of an Aspirational Business beyond superior profitability How companies that pay attention to Social Responsibility have lower risk management costs Why Aspirational Businesses keep employee longer About Dora Lutz Dora is one of a handful of certified Shared Value Consultants in the country and serves as Regional Voice Lead and Chair of the Global Strategy Council for Impact 2030, a United Nation's initiate designed to achieve the Sustainable Development Goals through volunteerism and service. Currently, Dora works with organizations such as the National FFA Organization, the Indiana Economic Development Association, teaches entrepreneurship at Purdue University, and advises multiple social entrepreneurs on building effective social enterprises. Dora's experiences and M.B.A. with a focus in Organizational Leadership provide insight into the ways a well-planned Corporate Social Responsibility (CSR) program can improve business and support multiple stakeholders, and is able to deftly explain how the most recent research can apply to real business scenarios. About Giving Spring Make Money (And Make Meaning) Most leaders know that shareholder value alone isn't enough to engage today's employees, consumers or investors. But we haven't known the formula to move us beyond this limited vision of success. Until now. Aspirational Businesses know how to set and effectively execute a world-changing vision that motivates and retains employees, deepens consumer loyalty, ensures a healthy supply chain and drives profitability.   About the Book: The Aspirational Business: How great companies B.E.G.I.N. to create optimism, energy, and commitment through world-changing goals After years of research, modeling and consulting, Dora Lutz is sharing the common actions purpose-driven leaders and social entrepreneurs take to generate both world-changing impact and profit.  This book covers the five primary components to building an Aspirational Business and uses GivingSpring’s proprietary B.E.G.I.N. process to move your organization towards purpose and profit.  Filled with stories, examples, activities and personal reflection points, The Aspirational Business sets a solid foundation for any leader looking to do more with his or her business. ________________________________________________________ CRM Radio is broadcast on the Funnel Radio Channel.  The hosts are Paul Petersen and Stacy Gentile.  The sponsor for CRM Radio if GoldMine CRM.

Why Salespeople's Lack of Emotional Intelligence Kills A Deal

Play Episode Listen Later May 20, 2019 27:05


 There has been a lot said about the Emotional Intelligence  (EQ) of our leadership class in corporations, but little said about how the lack of emotional intelligence for salespeople affects sales performance.  In this interview, host Paul Petersen speaks with Colleen Stanley, founder of SalesLeadership about the consequences of feeble emotional intelligence on the part of salespeople.  They cover: ----more---- How EQ comes into play during a tough sales call The definition of the “Knowing and Doing Gap” Why sales reps have to be aware of their EQ or fail When emotions take over on the part of the prospect and the sales rep When hard selling skills fail and EQ takes over The role of empathy and assertiveness When sales reps miss non-verbal clues About our guest: Colleen Stanley is the founder and president of SalesLeadership, Inc. She is the creator of the Ei Selling® System, a unique and powerful sales program that integrates emotional intelligence skills with consultative selling skills. She is the author of two books, Emotional Intelligence For Sales Success, now published in six languages, and Growing Great Sales Teams.

Trish Bertuzzi: Getting Buyers to Engage is the Hardest Part of the Sales Process

Play Episode Listen Later May 16, 2019 15:49


  In this freewheeling session, Trish Bertuzzi CEO of the Bridge Group discusses problems and cures for the most irritating and persistent sales issues facing C-Level Executives today.  CRM Radio Host, Stacy Gentile asked Trish what advice she can give to C-level Executives and she replied, “You need to be an expert at Sales and Selling.  Everything else, secondary.  If you won’t get it, no one else will.”  ----more---- When asked about solving sales probles, she said it  is not a one-size fits all approach, the sales process may be the most revealing indicator of issues, and the content wars of the last few years may not have helped the salespeople.  Bertuzzi discussed her book, The Sales Development Playbook. This book encapsulates her three decades of practical, hands-on experience. It presents six elements for building a new pipeline, and accelerating revenue growth with inside sales. About Trish Bertuzzi Trish Bertuzzi helps Sales & Marketing Leaders make the big decisions: on implementation, strategy, productivity & performance, process, technology and tools.  Every day, Trish and her team works with senior leadership on the big picture, with inside teams through hands-on implementations and with the entire sales community through its research & publishing.Author The Sales Development Playbook available on Amazon Winner of Consulting Provider of the Year American Association of Inside Sales Professionals (2013 - 2017).  In 2016 she was added as a key contributor to the Salesforce Sales Thought Leadership Program sharing insights through their blog and thought leadership events. About the Bridge Group The Bridge Group was founded to help B2B technology companies build world-class Inside Sales teams. Since 1998, it has helped over 320+ companies build, expand and optimize Inside Sales - building pipeline, generating revenue and redefining the image of the profession. In 2016 the Bridge Group expanded its offerings to include Account Based Revenue (ABR) services. With these services they help companies launch strategies that drive bigger deals in bigger companies.

The Prospect’s Perception of Value is What Counts – David Priemer Podcast

Play Episode Listen Later May 8, 2019 21:04


“Value,” David Priemer of Cerebral Selling says, “transcends ROI.” Regardless of the opinions of your product manager, company president or sales manager, the value your product or service will mean something different to each prospect. If your salesperson barfs up value based pablum without listening to the prospect, he or she will lose the sale.  The prospect, Petersen and Priemer agreed, is the only one who can define value for your product. ----more---- Why it Matters If your salesperson barfs up value based pablum without listening to the prospect, he or she will lose the sale. In this program, Priemer and host Paul Petersen further discuss how to best address the problem of under-performing sales reps and sales managers who lack coaching skills. About David Priemer David Priemer is widely recognized as a thought leader in the area of sales and sales leadership and has been published in the Harvard Business Review, MIT Sloan Management Review as well as Forbes, Entrepreneur, Barron's, and Inc. magazines. From his early days tinkering with test tubes and differential equations as an award-winning research scientist to leading top performing sales teams at high-growth technology startups, David's lifelong passion for learning and execution is the foundation of his Cerebral Selling practice. Often referred to as the "Sales Professor", David helps organizations drive revenue growth, people development, and winning cultures by infusing the core principles of science, empathy, and execution into their sales operations. Previously David held several executive leadership positions at leading technology companies including Salesforce, where he was the Vice President of Commercial Sales and creator of the Sales Leadership Academy program. He is also an Adjunct Professor at the Smith School of Business at Queen's University. David holds a B.Sc. in Chemistry and Atmospheric Science from York University and a Master’s degree in Chemical Engineering from the University of Toronto. When he's not thinking about Sales, David loves to cook, write, and spend quality family time with his wife and three daughters.

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