Podcasts about CRM

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  • May 22, 2022LATEST

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Best podcasts about CRM

Show all podcasts related to crm

Latest podcast episodes about CRM

כל תכני עושים היסטוריה
הימור טכנולוגי או פתרון מסורתי? איך בוחרים נכון? קובי קרן, קבוצת דור אלון [פורצים דרך]

כל תכני עושים היסטוריה

Play Episode Listen Later May 22, 2022 31:23


איך נותנים למהנדס שירות שנמצא ביפן להתחבר לתוך מערכות החברה שנמצאות בישראל ולתת מענה ללקוחות? היום, זו לא בעיה. אבל בשנת 2003, כשקווי התקשורת היו אנלוגיים זה היה יותר מורכב.קובי קרן, היום CIO של קבוצת דור אלון, שהיה בזמנו CIO בנובה מכשירי מדידה, היה צריך לשכנע את החברה בה הוא עבד לוותר על הפתרונות המוכרים והמסורתיים שלא היו מספיקים ולהטמיע את מערכת ה-CRM בעזרת חברה קטנה ולא מוכרת בשם – סיילספורס.

The Jason Cavness Experience
Dr. Spencer Cohen - Principal/Founder High Peak Strategy LLC

The Jason Cavness Experience

Play Episode Listen Later May 22, 2022 108:25


On this episode of the Jason Cavness Experience I talk to Dr. Spencer Cohen - Principal and Founder of High Peak Strategy LLC Here a few of the subjects we talked about Economic impact modeling High Peak Strategy LLC Supply disruptions China-U.S. relationship China in Africa China-Taiwan Spencer's Bio Dr. Spencer Cohen is principal and founder of High Peak Strategy LLC, an economics and research consulting firm based in Seattle, Washington specializing in regional economic analysis, international trade research, and U.S.-China relations. High Peak Strategy LLC works with a diverse range of clients, including ports, economic development organizations, engineering firms, industry and trade associations, and local governments. Spencer brings 14 years' experience in consulting, policy, and economic research. He is a 2021-2023 Public Intellectuals Program fellow with the National Committee on U.S.-China Relations and affiliate professor in the Department of Geography at the University of Washington. Spencer is a recognized expert on regional economic analysis, port economic impacts, U.S.-China trade and economic relations, China's economy, industry clusters, and international trade. Dr. Cohen is a frequent public speaker on issues relating to U.S.-China relations, China's Belt and Road Initiative, international trade, industry impact analysis, and regional economic trends. He has written opinion pieces in the South China Morning Post, The Daily Guardian (India), Puget Sound Business Journal, and Seattle Business Magazine. He has been a presenter on U.S.-China relations, trade policy, and the Belt and Road Initiative to various audiences, including the U.S. Heartland China Association and Washington State China Relations Council. Dr. Cohen has a PhD in economic geography from the University of Washington, where his research examined land markets and local government finance in China. His research entailed intensive use of Chinese language government documents and reports, academic research, and news outlets. He has advanced fluency in Mandarin Chinese (spoken and reading). He is a member of the National Committee on U.S.-China Relations and actively involved with the Washington State China Relations Council. Spencer's Social Media Spencer's LinkedIn: https://www.linkedin.com/in/spencer-cohen-phd-%E6%9F%AF%E8%A5%BF%E6%9C%AC-%E5%8D%9A%E5%A3%AB-4651469/ Company Website: https://highpeakstrategy.com/   Our Affiliates  Close.com - If you hate your sales CRM or know that you inevitably need to make a change because what you have is not working, certainly check out Close. It's quick and easy to set up and sales rep adoption is extremely high! Give their trial a shot. PeopleKeep - If your company has 49 or fewer employees a PeopleKeep personalized benefits advisor can evaluate whether a health reimbursement arrangement (HRA) is right for your business. Reach out today to get your questions answered. https://www.peoplekeep.com/cavnesshr Everee Payroll - Run payroll or contractor payments from anywhere in seconds with just one swipe on a mobile app. Focus on growing your business instead of on compliance. We remit, file and report on federal, state, local and unemployment insurance taxes, as well as handle your W2s and 1099s. https://offers.everee.com/cavness-hr CavnessHR - CavnessHR delivers HR companies with 49 or fewer people with our HR platform and by providing you access to your own HRBP.

Digital, New Tech & Brand Strategy - MinterDial.com
Crushing Complexity with Pega Systems CTO, Don Schuerman (MDE473)

Digital, New Tech & Brand Strategy - MinterDial.com

Play Episode Listen Later May 21, 2022 60:56


Minter Dialogue with Don Schuerman Don Schuerman is CTO and Vice President of Product Strategy and Marketing at Pegasystems, responsible for Pega's industry-leading platform and CRM applications. He's a musician, improv comedian and a master of events on and offline. In this conversation, we discuss his work at Pega, his experience and lessons learned of moving the annual flagship conference from off to online, how purpose comes alive as part of Pega's modus operandi, the challenges with hybrid work, how Pega brings simplicity to an ever-complexifying business world.   If you've got comments or questions you'd like to see answered, send your email or audio file to nminterdial@gmail.com; or you can find the show notes and comment on minterdial.com. If you liked the podcast, please take a moment to rate/review the show on RateThisPodcast. Otherwise, you can find me @mdial on Twitter.

Leaders in Customer Loyalty, Powered by Loyalty360
Customers Flip Over IHOP Loyalty Program

Leaders in Customer Loyalty, Powered by Loyalty360

Play Episode Listen Later May 20, 2022 19:49


Nathan Casey is the Executive Director, CRM, Loyalty, Digital at IHOP, a chain of casual restaurants founded in Toluca Lake, Los Angeles, California, made famous for its imaginative pancake creations.Loyalty360 CEO Mark Johnson met with Nathan Casey to discuss the brand's first loyalty program, the International Bank of Pancakes, and how changes in the dining landscape have impacted brand loyalty.

More Intelligent Tomorrow: a DataRobot Podcast
Disrupting a Market is Rarely an Overnight Transformation - Peter Coffee

More Intelligent Tomorrow: a DataRobot Podcast

Play Episode Listen Later May 20, 2022 42:49


Disrupting a market is rarely an overnight transformation. And the right leaders see disruption as an ongoing process, not a one-time event. Peter Coffee was the first person at Salesforce with the word “platform” in his title. This was in an era where the idea of cloud computing was still in its infancy. He's spent the last 15 years helping transform Salesforce from a company that sold CRM software into one that offers an entire cloud platform designed to enable companies to offer complete solutions to their customers.MIT host Dave Anderson caught up with Peter and asked him about how he thinks the future of the workforce will shape up over the coming years.76% of workers say they are unequipped for the future of work. The traditional way to address this problem would have been to hire new talent out of college who would come in equipped with the tools and skills needed for the new landscape of the business world. But Peter feels new talent doesn't yet have the experience developed over time to really help customers solve their problems. He feels the answer to this problem is continuous education within the workforce. That's the idea behind Salesforce's Trailhead product. "We need to get back to a much more organic idea of what it means to learn and to adapt."Usually, AI projects fail because of a team's ability to implement, learn, and change the way they work. Changing the idea of ongoing skill learning requires it to be part of a company's culture. And to change that culture, you need to hire people who can change it.  Peter says, if you hire for talent, you're hiring for skills that can be taught. But if you hire for fit, you're hiring for someone who won't challenge you in your thinking. He suggests you hire someone who will challenge you."People are so much more capable than they're treated as being."Dave wonders if a lack of urgency is part of the reason more companies don't make similar changes.Too many companies focus on what they do and not on why. If they open themselves up to asking why they do what they do, then they're open to creating disruptive solutions.Companies tend to focus on what leads to being better, faster, and cheaper than their competitor. But there's a physical limit to those factors. Offering solutions to your customers opens limitless opportunities.The iPod is a great example. Steve Jobs's vision wasn't about making a digital music player, it was about putting thousands of songs in your pocket. It was about offering the whole solution. This meant the iPod could adapt and grow with each generation to be an ecosystem and not just a single purpose device.Listen to this episode to learn about:Preparing the workforce for the futureWhat it takes to be a better leaderCreating moments of transitionA new concept for continuous learning in the workplaceThe keys to giving customers a differentiating experience

The Roofer Show
276: Double Your Sales Close Rates With These Tips

The Roofer Show

Play Episode Listen Later May 20, 2022 49:33


I have an important question for you today. Where are you taking your family on your two-week vacation this summer? If that sounds absolutely crazy and far-fetched, then your company is too reliant on you. Your business should work for you–not the other way around. If you are stuck on the hamster wheel of “Maybe next year” that never comes, I can help! Join me as we take a deep dive into beefing up your sales process so you can work less and sell more. “Nothing happens in your business until someone sells something!”Join me for today's show about improving your sales close rates and freeing up more of your time!   What you'll hear in this episode:   How to improve your sales close rate:   Identify the problem. Why are you not selling?   What excuses are you making? How much time are you spending on unprofitable tasks? Have you identified your ideal customer?  Are you pre-qualifying leads? Do you have systems and processes in place, including a CRM system? Are you building the know-like-trust factor with ideal customers? Do you know your close rate? Are you differentiating your business to be different from the competition?   Communicate with your prospects. “You can eliminate 50-60% of the competition by simply answering your phone.”     Are most of your incoming calls going to voicemail? (Ruby Receptionists can help you make a great first impression with every prospect!) Are you pre-qualifying prospects with questions from a Project Discovery Sheet? (“The customer will give you a roadmap on how to sell if you ask open-ended questions and listen to their answers.”) Are you entering every lead into your CRM system? Are you following up leads by setting appointments, giving quotes, and using an auto-responder? Are you differentiating your company at every touchpoint? Are you using opportunities for building trust with every customer? Are you asking open-ended questions about their problem and how you can solve it? Are you getting reviews and referrals from EVERY SINGLE JOB? Are you following up with customers with newsletters and small gestures that separate you from the competition?   Resources: Our show sponsor: Call my buddy, Ryan, and check out these programs to help you gain confidence in your sales process, become a better leader, and build a winning sales team at: Salestransformationgroup.com/roofershow   Connect with me. Check out my NEW website: The Roofer Coach   Download my FREE 1-Page Business Plan   Text me @ (510) 612-1450 and say Hi!   I would love to hear your feedback, pros and cons!   **Please leave me a review on iTunes!   Please share my podcast with other contractors!

New Work Chat
#107 mit York Karsten von Hubspot: Warum Unternehmen ihre Kultur ernster nehmen sollten

New Work Chat

Play Episode Listen Later May 20, 2022 49:25


York Karsten, Principal Solutions Engineer bei dem amerikanischen Software-Unternehmen Hubspot, gibt uns Einblicke in die Bedeutung und Pflege der Unternehmenskultur, die man in einem 128-seitigen Culture Deck niedergeschrieben hat. Hubspot bietet mittlerweile mehr als 143.000 Kundinnen und Kunden in über 120 Ländern eine CRM Lösung.

Zielgruppengerecht - Der Recruiting Tech Talk
#41 - Hymer | Live von den OMR 22 | Zenkit Recruiting | OSINT | TikTok Pulse

Zielgruppengerecht - Der Recruiting Tech Talk

Play Episode Listen Later May 20, 2022 45:04


Wir hatten die große große Ehre zu Gast auf den OMR zu sein und direkt eine Folge mit den OMR Podstars aufzunehmen. Aus dem Hymer Campervan live für euch - ein riesen Spaß für Robindro und Jan. Unsere Themen dieses mal: - die OMR Marketing Konferenz - Offline Messen - SourceWhale und Zenkit Recruiting - Kandidatenmanangement CRM - OSINT Suchtechniken - Google Streetview Search - TikTok Pulse -

The Official Do Good Better Podcast
The Official Do Good Better Podcast Season Six Ep19 ND Women's Network Executive Director Kristie Wolff

The Official Do Good Better Podcast

Play Episode Listen Later May 19, 2022 16:07


Kristie Wolff is the Executive Director of the ND Women's Network. Kristie has an extensive background in marketing, grassroots education, advocacy, and coalition work. Kristie found her true passion when she began working in the nonprofit sector, where she has spent over half of her career. Prior to working a the ND Women's Network, she managed a tobacco prevention program at a statewide nonprofit, where a primary focus of her work was public education and policy regarding emerging tobacco products and nicotine use among youth. Kristie was instrumental in the passing of a state law in 2015 that restricted North Dakota minors from purchasing electronic cigarettes.Kristie currently serves as a board member Central Dakota Forensic Nurse Examiner's, the board president for Keeping the Promise, and is a member of the Governor's Task Force on Autism.Kristie lives in Mandan with her husband Jeremy, her two sons and her fur babies. Kristie loves music and rarely passes up an opportunity to see a rock show.Learn More About ND Women's Network:  http://www.ndwomen.org/Upcoming ND Women's Network Events: http://www.ndwomen.org/events/Support This Podcast! Make a quick and easy donation here:https://www.patreon.com/dogoodbetterSpecial THANK YOU to our sponsors:Donor Dock - The best CRM system for your small to medium sized nonprofit, hands down! Visit www.DonorDock.com and use the Promo Code DOGOODBETTER for a FREE month!Brady Martz - The Nonprofit Audit Specialists! Visit www.BradyMartz.com to connect with folks to make your fiscal life a heckuvalot easier!About The Official Do Good Better Podcast:Each episode features (fundraising expert, speaker, event creator and author) Patrick Kirby interviewing leaders and champions of small & medium nonprofits to share their successes, their impact, and what makes them a unicorn in a field of horses. Patrick answers fundraising questions and (most importantly) showcases how you can support these small nonprofits doing great big things!iTunes: https://apple.co/3a3XenfSpotify: https://spoti.fi/2PlqRXsYouTube: https://bit.ly/3kaWYanTunein: http://tun.in/pjIVtStitcher: https://bit.ly/3i8jfDRFollow On Facebook: https://www.facebook.com/DoGoodBetterPodcast/Follow On Twitter: @consulting_do #fundraising #fundraiser #charity #nonprofit #donate#dogood #dogoodBETTER #fargo #fundraisingdadAbout Host Patrick Kirby:Email: Patrick@dogoodbetterconsulting.comLinkedIN: https://www.linkedin.com/in/fundraisingdad/Want more great advice? Buy Patrick's book! Now also available as an e-book!Fundraise Awesomer! A Practical Guide to Staying Sane While Doing GoodAvailable through Amazon Here: https://www.amazon.com/dp/1072070359

The Ryan Hanley Show
RHS 143 - Nick Ayers on What it Takes to be a World-Class Marketer

The Ryan Hanley Show

Play Episode Listen Later May 19, 2022 62:46


In this episode of The Ryan Hanley Show, Nick Ayers, Chief Marketing Officer at Better Agency, joins the podcast to talk about insurance marketing, building technology, and putting on rockstar conferences. There's always a tremendous conversation when Nick's on the show. Don't miss this episode. Episode Highlights: Nick shares some ideas to take into consideration before starting a company. (7:06) Nick mentions that the cornerstone of marketing is being able to understand how people feel and being able to articulate the voices already in their heads. (12:36) Nick explains that a lot of companies will soon realize that they need to hire real marketing motions in their company. (19:38) Nick shares that their strategy has been to always commit to being genuine to their brand. (25:12) Nick talks about how the industry has changed and in some ways relaxed in the last few years. (31:05) Nick shares their journey to making their first acquisition and the questions they were asked by most people. (42:10) Nick explains that he believes that independent agents are the best channel for insurance distribution. (45:10) Nick and Ryan discuss the best insurance events. (48:37) Nick explains that they learned lessons from these past conferences which they will apply in their future conferences. (54:06) Key Quotes: "We're going to continue to be who we are, and that's a major part of our overall brand, and that we're going to try to be relentless truth-tellers." - Nick Ayers "We believe that independent agents are the best channel for insurance distribution. There isn't anything stronger or better than when companies work directly with independent agents." - Nick Ayers “If we want to compete with everybody else in the AMS or the CRM, we're going to constantly be playing that comparison game. We want to do something that nobody's done before." - Nick Ayers Resources Mentioned: Nick Ayers LinkedIn Better Agency Reach out to Ryan Hanley

Agency Intelligence
RHS 143 - Nick Ayers on What it Takes to be a World Class Marketer

Agency Intelligence

Play Episode Listen Later May 19, 2022 63:16


In this episode of The Ryan Hanley Show, Nick Ayers, Chief Marketing Officer at Better Agency, joins the podcast to talk about insurance marketing, building technology, and putting on rockstar conferences. There's always a tremendous conversation when Nick's on the show. Don't miss this episode. Episode Highlights: Nick shares some ideas to take into consideration before starting a company. (7:06) Nick mentions that the cornerstone of marketing is being able to understand how people feel and being able to articulate the voices already in their heads. (12:36) Nick explains that a lot of companies will soon realize that they need to hire real marketing motions in their company. (19:38) Nick shares that their strategy has been to always commit to being genuine to their brand. (25:12) Nick talks about how the industry has changed and in some ways relaxed in the last few years. (31:05) Nick shares their journey to making their first acquisition and the questions they were asked by most people. (42:10) Nick explains that he believes that independent agents are the best channel for insurance distribution. (45:10) Nick and Ryan discuss the best insurance events. (48:37) Nick explains that they learned lessons from these past conferences which they will apply in their future conferences. (54:06) Key Quotes: "We're going to continue to be who we are, and that's a major part of our overall brand, and that we're going to try to be relentless truth-tellers." - Nick Ayers "We believe that independent agents are the best channel for insurance distribution. There isn't anything stronger or better than when companies work directly with independent agents." - Nick Ayers “If we want to compete with everybody else in the AMS or the CRM, we're going to constantly be playing that comparison game. We want to do something that nobody's done before." - Nick Ayers Resources Mentioned: Nick Ayers LinkedIn Better Agency Reach out to Ryan Hanley

The Official Do Good Better Podcast
The Official Do Good Better Podcast Season Six Ep20 Sing Me A Story Executive Director Austin Atteberry

The Official Do Good Better Podcast

Play Episode Listen Later May 19, 2022 15:37


Today Patrick welcomes Austin Atteberry, Executive Director & Co-Founder of Sing Me A Story.  Austin hails from the great city of Chicago where he was raised and where he attended school at Northwestern University (06'). After completing his degree, he released a record as a singer-songwriter and was persuaded to move to Music City - Nashville, TN in 2008.  A few years into his time in Nashville, a beautiful girl named Sara moved in next door to Austin and changed the course of his life forever. The idea for Sing Me a Story was born in 2011 and started to take shape in May of 2012 after Austin resigned his position at his day job in Nashville. Austin carries an MBA from Pinchot University in Seattle and was married to that beautiful girl next door, Sara, in 2013. They have two dogs (Fat Sam and Coli) and currently reside in the great state of Wisconsin. Austin makes a mean Texas bar-b-que and enjoys the relationships he shares with those he loves the most. Learn More About Sing Me A Story:  https://singmeastory.org/about/how-it-worksDonate To Sing Me A Story:  https://singmeastory.org/donateSupport This Podcast! Make a quick and easy donation here:https://www.patreon.com/dogoodbetterSpecial THANK YOU to our sponsors:Donor Dock - The best CRM system for your small to medium sized nonprofit, hands down! Visit www.DonorDock.com and use the Promo Code DOGOODBETTER for a FREE month!Brady Martz - The Nonprofit Audit Specialists! Visit www.BradyMartz.com to connect with folks to make your fiscal life a heckuvalot easier!About The Official Do Good Better Podcast:Each episode features (fundraising expert, speaker, event creator and author) Patrick Kirby interviewing leaders and champions of small & medium nonprofits to share their successes, their impact, and what makes them a unicorn in a field of horses. Patrick answers fundraising questions and (most importantly) showcases how you can support these small nonprofits doing great big things!iTunes: https://apple.co/3a3XenfSpotify: https://spoti.fi/2PlqRXsYouTube: https://bit.ly/3kaWYanTunein: http://tun.in/pjIVtStitcher: https://bit.ly/3i8jfDRFollow On Facebook: https://www.facebook.com/DoGoodBetterPodcast/Follow On Twitter: @consulting_do #fundraising #fundraiser #charity #nonprofit #donate#dogood #dogoodBETTER #fargo #fundraisingdadAbout Host Patrick Kirby:Email: Patrick@dogoodbetterconsulting.comLinkedIN: https://www.linkedin.com/in/fundraisingdad/Want more great advice? Buy Patrick's book! Now also available as an e-book!Fundraise Awesomer! A Practical Guide to Staying Sane While Doing GoodAvailable through Amazon Here: https://www.amazon.com/dp/1072070359

Massive Agent Podcast
Has this market turned you into a little bitch?

Massive Agent Podcast

Play Episode Listen Later May 19, 2022 23:37


Be honest, do you choose the path of least resistance? Are you hesitant in a changing market? If so, you're in for a wake-up call. A lot of agents DON'T think that they can survive subtle market conditions. But what about the agents that do?This week's episode of the Massive Agent Podcast is short but not so sweet. Host Dustin Brohm lays down the hammer for those agents who play into the "victim mentality" and think that any fluctuation of demand, interest rates, and prices is the end all be all for them as a Realtor. News flash, it's NOT.Not everyone has the fortitude to be a Realtor. There is always going to be a roadblock. However, you are in control! Taking responsibility for the good, the bad, and the ugly will prove your ingenuity and resilience to survive in a recession. No matter what the market conditions are, you will succeed despite them!***********************Sponsored by: Follow Up Boss, the CRM of choice for agents ready to scale quickly. Massive Agent listeners get a FREE 30 Day trial (no CC required!!) CLICK HERE***********************Recommended:Witly: the fully automated Facebook Ad management system for real estate agents and loan officers. Get a 14 day free trial HEREShop my Amazon Store: podcasting equipment, my favorite books, cool stuff for  REALTORS®, etcMassive Agent Society: Our Real Estate Lead Gen Coaching Program/online course and online courseBuzzsprout: Host your podcast with the same platform we use. Affordable, user-friendly podcast hosting for real estate agents - New users get a $20 Amazon Gift Card

Can I get that software in blue?
Episode 14 | Monica Sarbu, Founder/CEO @ xata.io NoSQL Database | Female Founders and VCs

Can I get that software in blue?

Play Episode Listen Later May 19, 2022 53:08


Episode #14 of "Can I get that software in blue?", a podcast by and for people engaged in technology sales. If you are in the technology presales, solution architecture, sales, support or professional services career paths then this show is for you! Your hosts Steve Mayzak and Chad Tindel are joined by our former Elastic colleague Monica Sarbu, Founder and CEO of xata.io, a modern serverless NoSQL database meant to make life very easy for developers. Monica tells us about the vision for her new database company which recently raised a $30M Series A funding round. We also talk with her about her leadership style, how to hire and promote more women in tech, and we also learn about her own VC investing and the companies she's helping to build through that path as well. She recently invested in https://tactic.fyi and https://www.wander.com and plans to help them be successful as well. Contact us on Twitter or LinkedIn to suggest companies or tech news articles worthy of the podcast! Our website: https://softwareinblue.com Twitter: https://twitter.com/softwareinblue LinkedIn: https://www.linkedin.com/showcase/softwareinblue Make sure to subscribe or follow us to get notified about our upcoming episodes: Youtube: https://www.youtube.com/channel/UC8qfPUKO_rPmtvuB4nV87rg Apple Podcasts: https://podcasts.apple.com/us/podcast/can-i-get-that-software-in-blue/id1561899125 Spotify: https://open.spotify.com/show/25r9ckggqIv6rGU8ca0WP2 Stitcher: https://www.stitcher.com/podcast/can-i-get-that-software-in-blue Links mentioned in the episode: Monica's new company Xata: https://xata.io Xata's $30M Series A announcement: https://xata.io/blog/xata-series-a-announcement Monica's previous organization for mentoring Women, Tupu: https://tupu.io Wander, a high-end airbnb competitor: https://www.wander.com Tactic, a specialized search engine for outbound sales management and CRM: https://tactic.fyi

Keeping It Real
You've got a CRM! Now what do you do? w/ Chuck Richards

Keeping It Real

Play Episode Listen Later May 18, 2022 35:35


In this episode of Keeping It Real featuring Chuck Richards, Product Manager at Real Geeks, he breaks down the best ways to get the most out of your CRM! Having a CRM isn't enough if you aren't using it. Chuck provides some best practices and suggest ways to identify opportunities already in your database. If you don't feel like you're getting the most out of your CRM or want to up your game, you will want to check this out. Join host Frank Klesitz, CEO of Vyral Marketing, as he and Chuck discuss making your CRM work for you. Vyral Marketing will interview you on an HD webcam to create helpful Q&A videos which they then edit, optimize, and promote for an effective 36-touch program to your database. This way more people call you to buy or sell a home (or work for you as a real estate agent). Go to www.getvyral.com for pricing, how it works, reviews, success stories, examples, and to request free strategy call.

B2B Nation
How to Get Your Organization Started with Revenue Operations

B2B Nation

Play Episode Listen Later May 18, 2022 21:26


Many organizations are putting Revenue Operations roles in place and growing the role into an entire team. But confusion around the RevOps role, the functions it performs, and where it goes as the revenue team matures continue to be an issue at many organizations. Revenue Operations is not the same as a Salesforce Admin, but in-depth knowledge of your organization's CRM is vital to the role. Nor is RevOps simply a sales operations job, as it should support the entire revenue organization from marketing to customer success. And maybe that's why a definition of RevOps is so hard to develop. In this episode of B2B Nation, we talk to revenue operator Asia Corbett from Bread Financial about how to grow the RevOps function at your organization, how to grow into a RevOps role yourself, and how RevOps will evolve in the short and the long term. Episode Guide 2:15: Asia's thoughts on getting started in RevOps 4:49: The first step in developing a RevOps roadmap 7:43: What are the common misconceptions around the RevOps role? 10:40: What kind of experience makes someone a good fit for RevOps? 14:47: What would we be discussing about RevOps one year from now? 18:00: What is Asia's favorite tool?

Steve reads his Blog
Let's Talk About Funnels

Steve reads his Blog

Play Episode Listen Later May 18, 2022 8:13


In my 20-plus years in this CRM business, I have seen my share of "Funnels". Lead Funnels, Sales Funnels, Delivery Funnels, every kind of business-related funnel you can think of, I have probably seen it. From what I have witnessed, most businesses have no idea how to use them effectively. So, let's talk about Funnels. The Numbers Game One of the most significant areas I see where customers are consistently missing the mark is in their Sales Funnels. While at the same time tripling their investment in Lead Funnels. The logic seems to go like this; if we currently convert 5% of our Leads into Sales, we just need 10X more Leads. As if somehow, by dramatically increasing the size of a pile of crap, the smell will improve. But, logical as their argument may be, the math does not hold up in execution. If your sales process is working as hard as possible to convert 5% of your Leads, multiplying what gets thrown into that process by ten will not result in a 10X sales increase; more likely, your conversion rate will plummet. And, by the way, multiplying your leads by ten is not cheap or easy to do either. Fixing the Right Problem Don't get me wrong; Leads are vitally important to any business. But creating a waterfall that you are only capturing a bucket from is more than a waste of money and energy; it could actually be hurting you. If 95% of your Leads are not buying, then something is broken, and shoving more people down a broken path is like shooting a bullet into the head of each of those missed opportunities because they are now dead forever. Today you seldom get a second chance. What is a Healthy Conversion Rate? That depends on many factors, varies widely by industry, and actually starts with your Lead Funnel. Wide funnels will capture a large number of non-prospects. Why do they click or call when they are not valid candidates? Who knows, boredom, bots, etc.? Either way, they are a waste of your resources. This is a common technique employed by many marketing/SEO agencies, creating a wide funnel so they can point to how many leads they generated to justify the continuation of their services. But the number is not important if you only convert a small percentage of them. There are three possible reasons that you are not converting more. Either a) your value proposition is crap, b) your leads are the wrong people, c) your sales funnel sucks, or a combination of these. Your Value Proposition Your perception of your Value Proposition is irrelevant, it is something seen through the eyes of your Prospects, and even highly qualified Prospects will each view it differently. How hard is it to sell your product or services to a qualified lead? If it is too hard, there is something wrong with your value proposition. If it is too easy... there is also something wrong with your value proposition. I am not a buyer of whatever you sell, so having the right value proposition is on you to figure out. Your Leads are the Wrong People Congratulations, if how much money you throw away was the measure... you're winning! Unfortunately, no amount of unqualified Leads will fix a Conversion problem; instead, it compounds it. This leads us to the real issue. Your Sales Funnel Sucks The good news is that you are not alone; the bad news is that you are failing to convert 95% of your leads. Effective Sales Funnels are elusive things. This is probably why so much money is shoveled into increasingly wider lead funnels in an attempt to overcome the real problem, but it just masks it at best. Too many people think that their Lead Funnel IS their Sales Funnel, which means they are missing a Funnel. In most businesses, Marketing, whose job is to create leads, and Sales, whose job is to close them, are related but completely different things. Sure, one thing "should" feed into the other, but the skill to get someone to click on a Google ad, for example, is a different skill than getting that someone to buy. But they are directly related in that the person creating the leads can make the conversion of that lead easier or harder depending on their skill. For most B2B and many B2C organizations, a seller will take over at some point, and a "Sales Funnel" will ensue even if it does not actually exist. Suppose you don't have an official Sales Funnel that has been thoughtfully developed. In that case, you actually have a unique unofficial funnel for each salesperson based on their personal knowledge, skill, and history. This is also why you see such a wide disparity of close ratios across your sales team. Building a Sales Funnel First, do you need a CRM to have a Sales Funnel? A Sales Funnel, like a Lead Funnel, will need some steps. Too many people try and skip having any steps other than "get the prospect on the phone a close them!". But the 1960s are ancient history, and selling today requires more sophistication and finesse. Just getting that prospect on the phone is no easy task now. A logical, systematic process will generate much higher success, and modern CRM solutions are purpose-built for this. If you feel like CRM solutions are too expensive or complicated, you can check out RapidStart CRM to build your Sales Funnel. It is possible to build a Sales Funnel by mirroring the steps and process of your star sellers unless all you have are mediocre sellers. Either way, a good Sales Funnel should start before the Lead Funnel ends. To be proactive, you have to know what is coming, what context they are coming in from, and what they have already been informed of before their arrival in your Sales Funnel. CRM solutions can also be utilized to build and track Lead Funnels, making this visibility much easier. Reactive Sales Funnels always have lower success. A good Sales Funnel can make both your stars and your mediocre sellers better. Automation You may have heard the terms "Sales Enablement" or "Sales Automation"; they are popping up a lot lately. A Sales Funnel is also at the center of these, and varying "Automation" is layered over the Funnel. Applying "Automation" to steps where it makes sense throughout your Sales process can accomplish many things. Among these is a consistency of process. Once you have a working Funnel that generates successful outcomes, you will want to replicate that motion consistently, and nothing is more consistent than automation. Automation is also "instant", so your process commences immediately when triggered, which is something many customers seem to like. Automation can also multiply the capacity of an existing team, meaning you may not need to hire, and you may be able to shed some dead weight. You have to be certain that your Sales Funnel works before you automate it, or you could automate yourself right out of business. Summary Funnels are not generic, although my advice here is. Effective Funnels will be unique to every business, so, unfortunately, I can't provide a step-by-step guide in a blog post that would do much good for you. If I tried, it would not be the proper Funnel for you and could cause more harm than good. But, a firm that builds Sales Funnels all the time, like my company, Forceworks, can help you if you need it.  

Real Vision Crypto
Marketing Will Evolve From Web2 to Web3

Real Vision Crypto

Play Episode Listen Later May 18, 2022 12:50


Where did Web2 end? Where does Web3 begin? Where's the overlap? With things moving so fast it all seems like a blur, this conversation between Jeff Kauffman and Mathew Sweezey is an opportunity to slow things down and get to know the metaverse. Kauffman, founder of JUMP and Parachute, talks to Sweezey, co-founder of Salesforce Web3 Studio, about how the world's biggest CRM software company is branding and marketing itself for the new paradigm. Sweezey and Kauffman talk about how companies can adapt to meta-native consumers, the monetization of social media, and the overall utility of blockchain-based solutions. Recorded on May 16, 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices

The CRM Archaeology Podcast
The Discovery of Ernest Shackleton's Endurance and Underwater Archaeology in CRM - Ep 239

The CRM Archaeology Podcast

Play Episode Listen Later May 18, 2022 56:34


MEMBERS - Check the ad-free page for a bonus segment! The incredible discovery in March 2022 of Ernest Shackleton's Endurance on the Antarctic sea floor leads to a discussion about the exciting future of underwater archaeology in CRM. Underwater archaeologist, Bill Burns, joins us to shed light on the incredible recent discovery of the Endurance and how it was made possible by new technology, archival research and the skillful navigation skills of Shackleton's crew. Bill also shares his path and experiences of working as an underwater archaeologist in CRM and how, although it is highly specialized, the subdiscipline is finding a growing market in CRM. In the members only segment, Andrew and Bill “nerd out” on SCUBA technology and methods. If you aren't a member but are a SCUBA enthusiast or just curious, the bonus segment is definitely worth the price of admission! Interested in learning about how to use X-Rays and similar technology in archaeology? Check out the linked PaleoImaging course from James Elliot! Connect with James on Twitter: @paleoimaging Interested in sponsoring this show or podcast ads for your business? Zencastr makes it really easy! Click this message for more info. Start your own podcast with Zencastr and get 30% off your first three months with code CRMARCH. Click this message for more information. For rough transcripts of this episode go to www.archpodnet.com/crmarchpodcast/239 Links Falkland Maritime Heritage Trust Endurance 22 website Saab Sabertooth product page Informational website about Ernest Shackleton, maintained by the Shackleton family Shackleton's ship Endurance discovered after more than 100 years at the bottom of the sea (Youtube) Endurance: Shackleton's lost ship is found in Antarctic (BBC) 106 Years, 4 Weeks, 1 Wreck: How Shackleton's Ship Was Found Follow Our Panelists On Twitter Bill @succinctbill; Doug @openaccessarch; Stephen @processarch; Andrew @AndrewKinkella, Chris W @Archeowebby, @DIGTECHLLC, and @ArchPodNet Blogs and Resources: Bill White: Succinct Research Doug Rocks-MacQueen: Doug's Archaeology Stephen Wagner: Process - Opinions on Doing Archaeology Chris Webster: Random Acts of Science Andrew Kinkella Kinkella Teaches Archaeology (Youtube) Blog: Kinkella Teaches Archaeology ArchPodNet APN Website: https://www.archpodnet.com APN on Facebook: https://www.facebook.com/archpodnet APN on Twitter: https://www.twitter.com/archpodnet APN on Instagram: https://www.instagram.com/archpodnet Tee Public Store Affiliates Wildnote TeePublic Timeular Motion

The Archaeology Podcast Network Feed
The Discovery of Ernest Shackleton's Endurance and Underwater Archaeology in CRM - Ep 239

The Archaeology Podcast Network Feed

Play Episode Listen Later May 18, 2022 56:34


MEMBERS - Check the ad-free page for a bonus segment! The incredible discovery in March 2022 of Ernest Shackleton's Endurance on the Antarctic sea floor leads to a discussion about the exciting future of underwater archaeology in CRM. Underwater archaeologist, Bill Burns, joins us to shed light on the incredible recent discovery of the Endurance and how it was made possible by new technology, archival research and the skillful navigation skills of Shackleton's crew. Bill also shares his path and experiences of working as an underwater archaeologist in CRM and how, although it is highly specialized, the subdiscipline is finding a growing market in CRM. In the members only segment, Andrew and Bill “nerd out” on SCUBA technology and methods. If you aren't a member but are a SCUBA enthusiast or just curious, the bonus segment is definitely worth the price of admission! Interested in learning about how to use X-Rays and similar technology in archaeology? Check out the linked PaleoImaging course from James Elliot! Connect with James on Twitter: @paleoimaging Interested in sponsoring this show or podcast ads for your business? Zencastr makes it really easy! Click this message for more info. Start your own podcast with Zencastr and get 30% off your first three months with code CRMARCH. Click this message for more information. For rough transcripts of this episode go to www.archpodnet.com/crmarchpodcast/239 Links Falkland Maritime Heritage Trust Endurance 22 website Saab Sabertooth product page Informational website about Ernest Shackleton, maintained by the Shackleton family Shackleton's ship Endurance discovered after more than 100 years at the bottom of the sea (Youtube) Endurance: Shackleton's lost ship is found in Antarctic (BBC) 106 Years, 4 Weeks, 1 Wreck: How Shackleton's Ship Was Found Follow Our Panelists On Twitter Bill @succinctbill; Doug @openaccessarch; Stephen @processarch; Andrew @AndrewKinkella, Chris W @Archeowebby, @DIGTECHLLC, and @ArchPodNet Blogs and Resources: Bill White: Succinct Research Doug Rocks-MacQueen: Doug's Archaeology Stephen Wagner: Process - Opinions on Doing Archaeology Chris Webster: Random Acts of Science Andrew Kinkella Kinkella Teaches Archaeology (Youtube) Blog: Kinkella Teaches Archaeology ArchPodNet APN Website: https://www.archpodnet.com APN on Facebook: https://www.facebook.com/archpodnet APN on Twitter: https://www.twitter.com/archpodnet APN on Instagram: https://www.instagram.com/archpodnet Tee Public Store Affiliates Wildnote TeePublic Timeular Motion

#DoorGrowShow - Property Management Growth
DGS 170: What Property Managers At 400-600 Doors Need To Know

#DoorGrowShow - Property Management Growth

Play Episode Listen Later May 17, 2022 13:51


If you are a property management entrepreneur in the 400-600 door range, you likely experience the same issues as others in this category: company culture, strategic planning, and more. In this episode, property management growth expert, Jason Hull continues the stages of the Property Management Entrepreneurial Journey series with the 400-600 door category.  You'll Learn… [01:10] Recap of the Other Property Management Entrepreneur Types [03:29] Defining the 400-600 Door Range [04:52] Making Sure You Have Help in the Business [06:42] How to Build Your Team and Processes [08:23] Optimizing Your Business: Strategic Planning [10:09] Transitioning from Transactional to Transformational Leadership [11:20] Recap of the Other Property Management Entrepreneur Types Tweetables “So by the time you get to this 400 to 600 door stage, you are either in a massive amount of pain, it's really painful, or you finally solve some of those issues.” “So I'm hoping if you're at this stage, business is not crazy. It's not crazy at work, and things are good. And a good book recommendation is It Doesn't Have to be Crazy at Work by Jason Fried.” “I believe most meetings are wasted time, but strategic planning, strategic meetings is one of the ways we really help scale and grow property management companies.” “If you don't have really clear strong culture, you probably don't have a really clear, good team.” Resources DoorGrow and Scale Mastermind DoorGrow Academy DoorGrow on YouTube DoorGrowClub DoorGrowLive TalkRoute Referral Link Transcript [00:00:00] So by the time you get to this 400 to 600 door stage, you are either in a massive amount of pain, it's really painful, or you finally solve some of those issues. [00:00:10] All right. Welcome DoorGrow Hackers to the #DoorGrowShow. If you are a property management entrepreneur that wants to add doors, increase revenue, help others, impact lives, and you're interested in growing in business and life, and you're open to doing things a bit differently then you are a DoorGrow Hacker. DoorGrow Hackers love the opportunities, daily variety, unique challenges, and freedom that property management brings. Many in real estate think you're crazy for doing it. You think they're crazy for not because you realize that property management is the ultimate, high trust gateway to real estate deals, relationships and residual income.  [00:00:46] At DoorGrow, we are on a mission to transform property management businesses and the business owner. We want to transform the industry, eliminate the BS, build awareness, change the perception, expand the market and help the best property management entrepreneurs win. I'm your host, property management growth expert Jason Hull, the founder and CEO of DoorGrow. Now let's get into the show.  [00:01:10] All right. So on previous episodes, we were doing this series of talking about all these different stages of property management entrepreneurs, and just to catch people up that have missed those, go back and watch those-- or listen. But what we talked about is we talked about pure startups, and then we talked about those that are kind of seekers and getting past that fantasy stage, and now they have a real business and seekers where they're kind of trying to figure stuff out, and these are all different door levels.  [00:01:36] And then we talked about the solo preneur property managers, and then we talked about those stuck property managers on one of the recordings. And then we talked about the transitioning property management entrepreneur, has broken the 100 door barrier, and they're leading into that next sand trap, which by default, they'll get to within a year or two, usually in the 200 to 400 door category. And we talked about that. I call it the standard property management entrepreneurs. So we talked about that group and category. And then during that last recording, I talked about the side biz, property management entrepreneur, cause some artificially break, the 100 door barrier and they really just have a side business. Real estate is maybe their main thing. And they artificially are stealing resources from that business. [00:02:19] All right. That brings you to the present and you're missing a lot of good info so that you can understand where you're at in this journey and which things you should have tackled at these various stages. We're going to talk a little bit today about. That next level. This is those that break past that 200 to 400 door sand trap. Sometimes I call it the second sand trap, maybe the third sand trap. First one is usually where just getting started. That's like the hardest hurdle for a lot. And so that could be the first, the real first sand trap once you've launched your business though is about 50, 60 doors, I see a lot. I call it the solopreneur sand trap.  [00:02:53] A lot of people get stuck there. They paint themselves into a corner. They end up trapped and that's really uncomfortable for them. So it's not like working. So the next sand trap is that 200 to 400 door stage. If you break the 100 door barrier in a healthy way within a year or two, you'll be there. And that 200 to 400 door stage I've talked about on the previous recording for the podcast. If you can break through that sand trap, and this is the team sand trap, and trying to figure out how to deal with the team, you're now going to be at this next level in the 400 to 600 door category. [00:03:29] Now, if you have achieved this level, you're at 400 to 600 doors, you may have done this through acquisition. Maybe you acquired another property management company. Maybe you got here just through grit and sheer will, and doing a lot of the sales yourself. At this stage, you probably have a pretty solid team because that 200 to 400 door stage is really painful trying to figure out your team. So now, you've got a good team. You probably like most of the people on it, and you probably aren't dealing with a ton of churn with the team. And probably at this stage, you've offloaded some of the growth oriented tasks. You may have a BDM at this stage most likely. If not, this is probably the next level for you. [00:04:15] So you might be a closer, and you want to focus on your area of genius and you have offloaded everything else. So you're still just the closer and you're closing a lot of deals, which is cool if you're good at that and you love that. If not, at this stage, I'm guessing by now you've already got some people helping you with the sales side, because you just probably wouldn't have gotten here, but if not, you need to get a BDM or at the very least a sales assistant. That you can maybe groom to be a BDM. But a sales assistant that you can offload at least the follow-up the appointment setting, stuff like that. So you need a setter basically while you act as closer.  [00:04:52] So you've probably gotten out of the day-to-day operations at 400 to 600 doors. If you're still heavily involved in day-to-day operations, I'd be surprised, at this level. I don't see that very often. However, even at this level, you still are likely your own best employee, right? You still have your hands in quite a few things. You probably have many of your processes to find 'cause usually at that 200 to 400 door stage, that's like becomes a heavy focus because it becomes so painful. You need to get these processes defined and you realize there's a lack of consistency and you realize the team aren't doing things the way that you would want, and it becomes painful. So by the time you get to this 400 to 600 door stage, you are either in a massive amount of pain, it's really painful, or you finally solve some of those issues. [00:05:40] So I'm hoping if you're at this stage, business is not crazy. It's not crazy at work, and things are good. And a good book recommendation is It Doesn't Have to be Crazy at Work by Jason Fried. He's one of the founders, creators of Basecamp, CEO of Basecamp. Really, really great book. I got to hang out with Jason Fried years before he wrote that book. And he basically, during a 90 minute called taught me some of those principles and it was a game changer for my business in making the business more calm and more quiet and focusing on asynchronous communication, some other really cool ideas. So I highly recommend you check that out. One thing I'll disagree with Jason-- if you ever hear this is the idea of not having planning and not having meetings. I believe most meetings are wasted time, but strategic planning, strategic meetings is one of the ways we really help scale and grow property management companies. Game changer. And and that's using our system, DoorGrow OS, and I believe that that's more effective than EOS for those that are into rocket fuel and traction and all that kind of jazz.  [00:06:42] All right. Let's talk about this 400 to 600 door company and your team. So you probably have a good team. You like them. And if not, you might have one or two people you don't like, but you probably like most of your team. You probably, at this point have an operator in the business. You have somebody that's dealing with the operational side of things, because most of you are visionaries and visionary entrepreneurs probably need that in order to make it to this level. You probably have some systems and mechanisms in place. It's most likely that you do, you have probably some sort of maintenance process and system in place. You have a system for communication with clients that's working out really well. You have a task management system internally for the business, maybe Asana or Monday or some sort of tool that hands out tasks. We use Basecamp at DoorGrow for the little one-off tasks. And then we use Process Street for processes.  [00:07:38] So you may have something like AppFolio plus, which I heard good things about or Process Street or LeadSimple has a tool in their sales CRM for processes, checklists, that sort of thing. So you're going to have something for repeating processes that's connected to checking things off. Like it's a checklist, not just like an owner's manual that sits in the glove box of a car and no one looks at like standard operating procedures on a Google drive that nobody ever looks at. It's not going to be like that. Right. So you have some sort of process documentation checklist system as well. So that means you have a tactical task management system, you have a process system for repeatable processes, and you have some sort of communication system going with clients as well as probably several other systems. [00:08:23] So you've focused on building some systems out. Now at this stage, there's a lot of optimization. You need to optimize and figure out how to do that. And so you need to figure out what you need to do next. So you need to figure out what you need to do right now in order to control the future. You need to figure out: "how can I plan and create the future with my team?" So this is where you take your team and you need to shift them into strategic planning and build a strategic system and that would be DoorGrow OS is what I would recommend, of course. So, but you need to build a strategic system where you can get the entire team moving the business forward with you.  [00:09:05] So the 200 to 400 door primary focus is really creating culture. If you don't have really clear strong culture, you probably don't have a really clear, good team and you're not going to get to the 400 to 600 door level. So you probably have a healthier level of culture. If not, this is going to be a focus. You need to develop cohesive culture. It needs to be documented. You need to develop cohesive, strategic planning for the business, and you need to develop an internal communication system for the team that doesn't involve one to everyone communication constantly like Slack or some of these tools where you're communicating one to an entire group, and everyone thinks you need to read everything. It's about building asynchronous communication, so really you need an effective culture, effective hiring system, effective planning system for strategic planning, strategic stuff, not the tactical day-to-day stuff like I just talked about, and you need an internal communication system, which goes along with that planning and a correct cadence of meetings can reduce a lot of communication and interruptions in business. So, this is how to get to the next level.  [00:10:09] So, they have many of the processes defined and operations are running fairly smoothly in the business. Now you need to get all the team members helping you innovate in the business, not just getting stuff done that you tell them, which is transactional. Now you need to transfer and move towards transformational leadership. Transactional is I give you a task. You come back and say, you did it. I pay you a dollar, give you a task and you come back and do it, and that's the transaction. Transformational is I give you an outcome and a deadline, and then I support you in moving it forward, but you get to come up with how to get this done. And this is where you now start to have team members that think for themselves and innovate and move things forward. Instead of you having to micromanage everybody on your team, through processes and checklists. So if you're spending all your time trying to create tasks and trying to tell the team what to do and answer every question, you have a broken business that needs a strategic planning system, and that's going to free you up.  [00:11:11] But in order to do that, you need really good culture, really good team members, and now you can implement a really good planning system and you need a really good operations person or an operator if that stuff isn't fun for you. If you don't love spreadsheets and checklists and process documentation and calendars and all that kind of stuff, you're probably more of a visionary entrepreneur. You're more on the sales and marketing side of the spectrum. And you're going to enjoy that a lot more. So hopefully this is helpful for those of you. If you would like some help, if you're at this level-- I love working property managers at this level. A lot property managers at this level, some of them start to get really painful. And they, if they make it to the next level, they've checked out. I want to make this easy for you, help you implement a strategic planning system in your business. We focus on this in our DoorGrow and Scale Mastermind. It's the "Scale" portion. Really awesome. I'd love to get you on a call with our team so we can figure out if we can help you grow your business and scale faster and get your team in better alignment. [00:12:05] And this alone can cut your staffing costs easily in half, sometimes by a third down to a third, by getting all these things really in healthy alignment and getting you in healthy alignment with your team. You're going to get way more output and that's the greatest expense in a business. So, if that's interesting to you check us out, join our Facebook group. If you're not yet ready to talk to us: doorgrowclub.com. You can go to doorgrowclub.com, join that, and we will love on you and hopefully eventually convince you to get on a call with us. Otherwise, reach out check us out at doorgrow.com and book a call. There's a little link at the top, and we'd love to talk with you and see if we can help you grow and scale your business until next time, everybody, to our mutual growth by everyone. [00:12:47] You just listened to the #DoorGrowShow. We are building a community of the savviest property management entrepreneurs on the planet in the DoorGrowClub. Join your fellow DoorGrow Hackers at doorgrowclub.com. Listen, everyone is doing the same stuff. SEO, PPC, pay per lead content, social direct mail, and they still struggle to grow!  [00:13:14] At DoorGrow, we solve your biggest challenge: getting deals and growing your business. Find out more at doorgrow.com. Find any show notes or links from today's episode on our blog doorgrow.com, and to get notified of future events and news subscribe to our newsletter at doorgrow.com/subscribe. [00:13:35] Until next time, take what you learn and start DoorGrow Hacking your business and your life.

The Savvy Scribe
Episode 162: 3 Things to Do Every Day to Explode Your Business With Martha Krejci

The Savvy Scribe

Play Episode Listen Later May 17, 2022 42:13


Martha Krejci joins us today to share some great resources to use and  3 things you can do every day to explode your business.About MarthaMartha Krejci is a high-vibin' mama, wife, life coach, business-growth strategist, and social media marketing powerhouse who has taken the internet by storm. Featured in Oprah Magazine, Fast Company, Cosmopolitan, Shape, and Huffington Post among other places, Martha's intuitive marketing expertise has helped her make her first million in less than a year using a strategy she teaches openly through courses, group coaching, and other tried-and-true resources.From finding your passion to building a business that works, she teaches it all — and it's all ready and waiting for you. Her new book marthasbook.com is published by the same publisher as the Secret and she'll be on a reality tv show in 2022!Key points we've discussed:Why she teaches families to create multiple income streams from home utilizing stuff they already knowHow to explode your business in 20 mins a day without ads3 things she does every day to take the momentum in her businessHow she figured these three things outBusiness is a common nation with many mini-systems.3 Things to Do Every Day to Explode Your Business1. Message 5 people a dayHow CRM can help you with this processKinds of messaging to useShe shares her secret cheat code!How algorithm works2. Take advantage of the algorithmAt least 3x times a week, we need to be able to post about business-related – something that we're excited aboutLead group – a group where you invite people to know more about what you do while allowing them to interact; it is where the nurturing of lead happensBe a good human, and run a business as a good human.3. Make sure that you have a connector or a bridge to your lead group.Check out these resources she shared!Grab her free Ultimate Scaling Tool! It's the perfect tool to make sure you're scaling your business on YOUR DATA instead of other people's. Nothing else works, period. You need to know YOUR numbers, and then GROW based on them. The tool makes it easy.Join Heart-Centered + CRUSHING Business and connect with home-based business owners who are scaling too. It's my new Facebook community where smart home-based business owners learn how to build a sustainable income from home so they can quit their jobs.Martha recommends using CRM where you can create lead pages – you can try it for a dollar for 45 days – attractwell.com/marthaTop Systems She Used Every Day In Her Business:AttractWell for automation, email, and SMS marketingHer team – people that do all sorts of different pieces in her business such as PR, writing emails, and contentSupport the show

The Official Do Good Better Podcast
The Official Do Good Better Podcast Season Six Ep18 Best-Selling Authors Brian Moran and Michael Lennington Discuss "The 12 Week Year"

The Official Do Good Better Podcast

Play Episode Listen Later May 17, 2022 42:13


Today Patrick welcomes Brian Moran and Michael Lennington, authors of the New York Times Bestseller, The 12 Week Year, the guide to shortening your execution cycle down from one year to twelve weeks.Most organizations and individuals work in the context of annual goals and plans; a twelve-month execution cycle. Instead, The 12 Week Year avoids the pitfalls and low productivity of annualized thinking. This book redefines your "year" to be 12 weeks long. In 12 weeks, there just isn't enough time to get complacent, and urgency increases and intensifies. The 12 Week Year creates focus and clarity on what matters most and a sense of urgency to do it now. In the end more of the important stuff gets done and the impact on results is profound.Explains how to leverage the power of a 12 week year to drive improved results in any area of your lifeOffers a how-to book for both individuals and organizations seeking to improve their execution effectivenessAuthors are leading experts on execution and implementationTurn your organization's idea of a year on its head, and speed your journey to success!Learn More About The 12 Week Year:  https://12weekyear.com/ Support This Podcast! Make a quick and easy donation here:https://www.patreon.com/dogoodbetterSpecial THANK YOU to our sponsors:Donor Dock - The best CRM system for your small to medium sized nonprofit, hands down! Visit www.DonorDock.com and use the Promo Code DOGOODBETTER for a FREE month!Brady Martz - The Nonprofit Audit Specialists! Visit www.BradyMartz.com to connect with folks to make your fiscal life a heckuvalot easier!About The Official Do Good Better Podcast:Each episode features (fundraising expert, speaker, event creator and author) Patrick Kirby interviewing leaders and champions of small & medium nonprofits to share their successes, their impact, and what makes them a unicorn in a field of horses. Patrick answers fundraising questions and (most importantly) showcases how you can support these small nonprofits doing great big things!iTunes: https://apple.co/3a3XenfSpotify: https://spoti.fi/2PlqRXsYouTube: https://bit.ly/3kaWYanTunein: http://tun.in/pjIVtStitcher: https://bit.ly/3i8jfDRFollow On Facebook: https://www.facebook.com/DoGoodBetterPodcast/Follow On Twitter: @consulting_do #fundraising #fundraiser #charity #nonprofit #donate#dogood #dogoodBETTER #fargo #fundraisingdadAbout Host Patrick Kirby:Email: Patrick@dogoodbetterconsulting.comLinkedIN: https://www.linkedin.com/in/fundraisingdad/Want more great advice? Buy Patrick's book! Now also available as an e-book!Fundraise Awesomer! A Practical Guide to Staying Sane While Doing GoodAvailable through Amazon Here: https://www.amazon.com/dp/1072070359

The Sales Management. Simplified. Podcast with Mike Weinberg
Leaders Occupy More Emotional & Mental Bandwidth in Our People's Minds & Hearts than We Appreciate

The Sales Management. Simplified. Podcast with Mike Weinberg

Play Episode Listen Later May 17, 2022 34:25


In this unique episode, leaders are confronted with the weighty reality that they take up way more emotional and mental space in their people's minds and hearts than they often recognize or appreciate. There is nothing mutually exclusive about maintaining a results-focused, kickass sales culture and simultaneously creating a community that cares for, supports, encourages, and values salespeople. In fact, the very best sales cultures and sales leaders balance accountability and empathy exceedingly well! Buckle up as Mike rails against the devolution of sales management into a desk/CRM jockey job (and the dangers of faux leadership via email) and forcefully reminds leaders that they are managing human beings with emotions, not drones.  Prepare to be challenged about your own self-awareness regarding the head and heart space you occupy in your team members and learn four simple, practical tips to help you become better stewards of this awesome responsibility.

Les digital doers - ceux qui font le e-commerce
#139 SPRING - Laure Favre - Co-fondatrice

Les digital doers - ceux qui font le e-commerce

Play Episode Listen Later May 17, 2022 69:28


Dans cet épisode, nous allons laver plus blanc que blanc ! Ce célèbre slogan pour de la lessive renvoie à des temps révolus. Aujourd'hui les contraintes et prises de conscience environnementales imposent de repenser certaines de nos habitudes de consommation. La lessive et plus globalement les produits ménagers sont constitués d'eau environ 80%. Donc quand nous les achetons, nous achetons principalement de l'eau, que nous devons donc transporter, alors qu'il en coule de tous nos robinets… Un sujet dont s'est saisi Spring, une DNVB française qui propose des produits ménagers secs, c'est à dire sous forme de pastilles, qu'il faut dissoudre dans l'eau. Pour en parler, j'ai le grand plaisir de recevoir une femme, elles sont encore trop peu présentes ici pour ne pas le souligner, je reçois donc Laure Favre, co-fondatrice de Spring et plus particulièrement en charge de la marque. Tenu historiquement par des grands groupes comme Procter & Gamble ou Unilever, avec Laure, nous parlons de ce fameux marché des produits d'entretiens. Quelles ont été les évolutions produits de ces dernières années ? Comment les consommateurs évoluent-ils ? Les habitudes d'utilisation ont-elles changé ? Quelles sont les tendances de fond ? Nous poursuivons sur le sujet de la proposition de valeur de Spring. Une DNVB qui s'attaque aux géants du secteur, c'est un peu David contre Goliath, alors comment s'y prend on ? Comment innove-t-on ? Nous nous intéressons aussi à la fabrication des produits et aux ambitions de développement de Spring. Enfin, un focus important sur la relation clients. Plus que pour n'importe quelle autre marque, un des assets fort d'une DNVB, c'est la relation qu'elle établit avec ses clients. Ici nous parlerons CRM, Data, fidélisation et réseaux sociaux. Bonne écoute, toujours sans coupure !  

Motley Fool Money
McDonald's Exits Russia (Who's Next?)

Motley Fool Money

Play Episode Listen Later May 16, 2022 23:31


If you were hoping to start the week with a hostile takeover, you're in luck! (0:30) Jason Moser discusses: - JetBlue Airways going hostile in its pursuit of Spirit Airlines - McDonald's leaving a major market for the first time in its history - The prospect of other major restaurant chains following McDonald's and closing up shop in Russia (10:35) Jason and Matt Frankel take a closer at how Twilio makes money and one of the company's competitive advantages. Stocks discussed: JBLU, SAVE, ULCC, MCD, DPZ, SBUX, TWLO, ABNB, CRM, UBER Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

How to Flip New York
How Much Money Should You Expect to Make When You Wholesale or Flip Houses in NY?

How to Flip New York

Play Episode Listen Later May 16, 2022 4:34


Go to www.howtoflipnewyork.com for more information. If you're thinking about getting coached visit coaching.howtoflipnewyork.com. If You're thinking about Flipping or Wholesaling in NY; The Seven Ways I Can Help you are: 1) My Course to teach how Flipping Houses in NY works is found at www.howtoflipnewyork.com/course, Use the code YT10OFF for 10% off the regular price. 2) I have VA's that make outbound calls with some available capacity, they charge $8-$9 per hour. Let me know if you need a caller or two 3) I can help you get a list to market to for a very inexpensive price go to www.listability.com/rpb to get my pricing 4) If you go to www.redatanow.com, you can get a free 7 day trial of Propstream and if you decide to pay for it, I will give you back 10% of what you pay 5) I can get probate leads in most counties near NYC for a very low price (about $2 per lead) 6) If you need a CRM, I use RESimpli.com. If you use code PINTER when you sign up, you get a discount (I think it's 10%) 7) I have amazing Tier 1 skiptraced data for 8 cents a hit. This data is so good, it even gives you carrier level information on the best times of day to call or text the number. Join me at our next Virtual Meeting - More information at https://www.meetup.com/Nassau-County-REIA Michael Pinter - 516-209-2010 Website: www.howtoflipnewyork.com Facebook Page: www.facebook.com/howtoflipnewyork/ YouTube Channel: https://www.youtube.com/channel/UCXJbGJpk1PFppqwkAeL8fHg LinkedIn: https://www.linkedin.com/in/michael-pinter-5b3a063

The Marketing Hero Podcast
Product Marketing at the Center of the SaaS Universe with Shelby Britton of Cloudinary

The Marketing Hero Podcast

Play Episode Listen Later May 16, 2022 36:09


Join Maia Morgan Wells as she interviews Product Marketing Director Shelby Britton, who spent 13 years at Adobe, and is now at media experience cloud provider, Cloudinary. Listen in for a conversation about the multi-functional role of product marketing and why metrics and business goals are so darn important for marketers.

21 Hats Podcast
Dashboard: The Marketing Crapshoot

21 Hats Podcast

Play Episode Listen Later May 16, 2022 24:07


This week, Gene Marks tells Loren Feldman why he thinks investing in small business marketing is a lot like going to Vegas or Atlantic City—especially if you don't have good data. But, he says, there are things you can do to improve your odds. Gene and Loren also discuss why Gene is rethinking the CRM systems he recommends, why business travel is coming back stronger than many expected, and why we're experiencing both a labor shortage and a wave of layoffs at the same time.

The CRM Zen Show
CRM ZEN SHOW Episode 198

The CRM Zen Show

Play Episode Listen Later May 16, 2022 51:12


This week we talk about: Zoho Officially Launches Marketing Plus Bundle New Features Added To Analytics in May Updates Zoho Docs To Be Discontinued November 15, 2022 Our Reads, Implementation, and Tip of the Week Our App of the Week - Semrush

Sage Advice Podcast
Sage CRM Podcast Series - A session with IM3 Dental - Episode 1

Sage Advice Podcast

Play Episode Listen Later May 16, 2022 10:01


Across 3 episodes, we talk to Craig Evans, from one of our customers, iM3. IM3 are a family-owned veterinary Dental Company, that supplies veter the world with high-quality veterinary dental products. Headquartered in Sydney Australia and servicing customers globally from their offices in Australia, the USA, and Ireland, Craig is their MD for Europe and spoke to us from Dublin, Ireland. In this episode, Craig explains why he will be the strangest guest we have ever had, why he used to believe that CRM systems were a hindrance and how IM3 "centre of the universe" for his team across Europe.

Wavebreak Podcast: Grow Your Shopify Store
How To Scale Your Ecommerce Brand 1 Week At A Time with Vincent Bradley

Wavebreak Podcast: Grow Your Shopify Store

Play Episode Listen Later May 16, 2022 47:52


Vincent Bradley joins the Wavebreak Podcast to reveal several systems he relies on to ensure his business experiences automatic growth.In this episode you'll learn:The KPIs Vincent cares about most while running Proper Wild as a data driven brand, and how that affects his approach towards future growth. Concrete tactical examples on how to scale your ecommerce brand, including how to hire a co-founder.The exact process Vincent uses to iterate and improve Proper Wild on a weekly basis, and how you can steal the blueprint for your own brand.Vincent Bradley is Co-Founder at Proper Wild, powerful, plant-based energy shots that care about your health. Long-lasting energy with no crash, clean ingredients, brain power and reduced jitters.Links MentionedProper WildLearn more about Wavebreak: the email & CRM agency for high-growth DTC brandsSponsored by...Klaviyo — Over 265,000 innovative brands are growing their businesses by listening and understanding to cues from their customers--easily turning that information into valuable marketing messages used to build highly segmented, automated email & SMS campaigns, such as win back campaigns or abandoned cart recovery and more.Okendo — The new standard in customer reviews for high-growth Shopify brands. Okendo is helping over 4,000 of the fastest-growing Shopify retailers such as Kim Kardashian's underwear label- SKIMS, Nomad, and Buck Mason to leverage their most powerful asset; their customers. They offer super affordable monthly subscriptions starting at $29. Visit Okendo.io to learn more.Recharge — Over 15,000 merchants have launched and scaled their subscription business with Recharge. Be it a curated monthly box, recurring necessities or access to exclusive perks, Recharge powers billions of dollars in annual processing for more than 50 million subscribers.

Failure Guy
Social Capital: The Power of Connection - Vedran Rasic (Lead Delta)

Failure Guy

Play Episode Listen Later May 16, 2022 49:55


I've been looking forward to chatting with Ved for such a long time. He's developed one of my favorite SAAS tools as of late, which is Lead Delta, a CRM for LinkedIn. Despite being on it for 15 years, I've only recently started really digging into it. Our conversation is equal parts insightful and juvenile. We talk entirely too long about Arnold Schwarzenegger, and not long enough about why Ved is so scared of hosting a new podcast with me. Enjoy!

Merita Business Podcast
Mi serve un CRM Software?

Merita Business Podcast

Play Episode Listen Later May 16, 2022 9:56


Mi serve un CRM Software?Come capire se è il momento in azienda di comprare un Customer Relationship Manager.Varrà la pena investire in un CRM?Sarà il momento giusto per la mia azienda?Vi siete imbattuti nell'acronimo CRM.Lo ha appena installato un concorrente, ne avete sentito parlare alla riunioni in associazione, ve lo ha citato il commerciale appena assunto - qui ci vorrebbe un CRM per tracciare le interazioni con i clienti e i prospect! - E adesso vi state chiedendo se siamo o meno giunto il momento anche per voi di far partire in azienda un progetto CRM.➡️ NOTEhttps://www.merita.biz/292➡️ QUAL È IL MIGLIOR CRM?https://youtu.be/NHkOVT4SFM0✅ CRM SUGGERITO n.1https://www.merita.biz/crm1✅ CRM SUGGERITO n.2https://www.merita.biz/crm2⏰ TIMESTAMP00:00 Mi serve un CRM?00:28 Benefici del CRM01:20 Motivo n.102:23 Motivo n.204.03 Motivo n.304:53 Motivo n.406:03 Motivo n.506:48 Motivo n.607:28 A chi NON serve il CRM====✅ Sostieni lo Show: offrimi un caffè!☕ https://www.merita.biz/sostieni​/

The Jason Cavness Experience
Renee Radcliff Sinclair - President/CEO of TVW, Washington's national award winning public affairs media network

The Jason Cavness Experience

Play Episode Listen Later May 15, 2022 102:31


On this episode of the Jason Cavness Experience I talk to Renee Radcliff Sinclair - President/CEO of TVW, Washington's national award-winning public affairs media network We talk about the following among a few other subjects TVW Her time in the Washington State of Representatives How to become a journalist Career politicians Sunshine week Renee's Bio Renee Radcliff Sinclair is president and CEO of TVW, Washington's national award-winning public affairs media network. TVW provides unfiltered, unedited gavel-to-gavel cable television and web-streaming coverage of the Washington State Legislature, Supreme Court, executive branch, state boards and commissions, elections, and public policy events of statewide significance as well as a variety of award-winning produced programs and documentaries. Prior to joining TVW, Renee spent 14 years as a journalist, followed by four successful elections to the Washington State House of Representatives. While serving in the Legislature she garnered a number of prestigious awards and honors, including being named to the American Council of Young Political Leaders and as a fellow to the George Washington University Elliott School of International Affairs. Since retiring from public office, Renee has served in policy leadership roles with the American Electronics Association, the US Chamber of Commerce, and Apple. She is a regularly featured speaker at national and international events and has published numerous policy opinions in local, regional and national publications. Renee has served as a volunteer with a number of local government, humanitarian and workforce efforts over the years and continues to serve her community through a variety of policy-related, community-based activities. Renee's Social Media Renee's LinkedIn: https://www.linkedin.com/in/reneer2/ Renee's Email: renee@tvw.org Renee's Twitter: https://twitter.com/Sinclair_R TVW Website: https://tvw.org/ TVW YouTube: https://www.youtube.com/channel/UCJfdBErVr7q8xoeYanwdniA TVW Instagram: https://www.instagram.com/tvwnews/ Renee's Advice It's hard to run for public office. But I encourage people if you really have an interest in policy and moving your communities forward and positive ways to look at it. I'm always happy to talk with anybody about what it takes to run. I've given you all my social media connections, feel free to reach out. I'm happy to talk about that. If you really want to make a difference in your community. Step up and do it.   Our Affiliates  Close.com - If you hate your sales CRM or know that you inevitably need to make a change because what you have is not working, certainly check out Close. It's quick and easy to set up and sales rep adoption is extremely high! Give their trial a shot. PeopleKeep - If your company has 49 or fewer employees a PeopleKeep personalized benefits advisor can evaluate whether a health reimbursement arrangement (HRA) is right for your business. Reach out today to get your questions answered. https://www.peoplekeep.com/cavnesshr Everee Payroll - Run payroll or contractor payments from anywhere in seconds with just one swipe on a mobile app. Focus on growing your business instead of on compliance. We remit, file and report on federal, state, local and unemployment insurance taxes, as well as handle your W2s and 1099s. https://offers.everee.com/cavness-hr CavnessHR - CavnessHR delivers HR companies with 49 or fewer people with our HR platform and by providing you access to your own HRBP. www.CavnessHR.com

El podcast de Instagram
152: 3 automatizaciones extra con Manychat

El podcast de Instagram

Play Episode Listen Later May 15, 2022 7:09


Automatizo Instagram con Manychat: https://triunfacontublog.com/leccion/29-manychat-bot-automatizar-instagram/Escribes en comentarios con plantilla, secretos o libros y te mando mensaje con enlace.Escribes MD con masterclass, secretos o clase y te mando accesoSecuencia de mensajes para dar conocer podcast, Newsletter y grupo de TelegramGracias mención en Storie con link a plantillas.También para posts patrocinados y así tienen más alcance al no poner link. Comentario y palabra en stories.1. He añadido respuestas automáticas para cada comentario. Pongo varias (¡Genial! Te acabo de mandar las plantillas) Gano comentarios y engagement y ahorro mucho tiempo2. La gente me pedía plantillas por MD. Si me escriben con la palabra plantilla o plantillas por MD mando mensaje automático diciendo que tienen que pedirlo dejando un comentario en cualquier post. Ahorro tiempo y no pierdo mensajes.3. Mensajes Directos con Gracias o Muchas gracias también añado respuesta automática con "De nada :)"Empiezas gratis y luego plan desde 25$/mes. Ni una hora de tu tiempo. Mejor inversión imposible.Además tienes CRM con bbdd y perfecto para llevar seguidores a estrategia de email marketing...Prueba Manychat: https://borjagiron.com/manychat Tutorial Manychat: https://triunfacontublog.com/leccion/29-manychat-bot-automatizar-instagram/Curso Instagram Gratis: https://triunfacontublog.com

Génération Do It Yourself
#259 - Thibaud Elziere - eFounders - Startups, Web3, voile solaire et maisons de luxe : quand la curiosité n'a plus de limites.

Génération Do It Yourself

Play Episode Listen Later May 15, 2022 177:04


Du logiciel SaaS (Software as a Service), à la voile solaire, en passant par le Web3 et la location saisonnière, Thibaud Elziere puise dans sa curiosité sans limite pour lancer des projets ambitieux et passionnants. Thibaud Elziere est cofondateur du startup studio eFounders. Avec son équipe, il aide des startups à passer de 0 à 1. Et ça fonctionne. Aircall, Spendesk, Swan ou encore Yousign font partie des entreprises propulsées par eFounders. Lors de son premier passage dans Génération Do It Yourself en 2018, Thibaud nous avait déjà énormément impressionnés. 4 ans plus tard, il nous laisse sans voix ! Dans ce 2ème épisode, il nous présente les nombreux projets auxquels il participe : le développement d'un CRM, la voile solaire Gama, ou la location saisonnière de maisons luxueuses. Vous apprendrez : Comment faire passer le palier le plus important à une start-up : les 18 premiers mois nécessaires avant de lever des fonds et d'être indépendant. Que les startups qui développent des logiciels ont besoin de 3 années avant d'avoir un produit robuste et abouti. Comment faire croître un start-up studio en s'inspirant de l'artisanat ? Thibaud nous explique le développement vertical d'eFounders, avec de nouveaux studios concentrés sur des secteurs d'activités précis (la fintech avec Logic Founders et bientôt la santé et le Web3 avec “3founders”). Qu'est-ce qu'une voile solaire ? Cet immense miroir pourrait révolutionner l'exploration spatiale. Thibaud nous présente avec passion le projet Gama Space. Comment transformer le marché de la location saisonnière avec Iconic House ? Pourquoi et comment Thibaud a rejoint l'aventure de Folk : un logiciel de gestion des contacts ? Vous vous demandez sûrement comment Thibaud Elziere arrive à rester focus malgré toutes ces activités ? Notre invité nous partage son organisation, dans un épisode de GDIY aussi dense qu'impactant ! TIMELINE : 00:04:00 : L'entrepreneuriat parallèle et le startup studio eFounders 00:46:00 : Verticaliser un startup studio autour de la finance, l'impact ou le Web3 01:35:45 : Sélectionner des startups dans lesquelles investir 01:51:00 : La nouvelle verticale green d'eFounders 02:05:26 : Le développement de Gama, la voile solaire 02:18:48 : Iconic House, un projet familial dans la location saisonnière de luxe 02:25:56 : Découvrez Folk, la startup SaaS dirigée par Thibaud pour réinventer le CRM On a cité avec Thibaud Elziere plusieurs anciens épisodes de GDIY : #26 Thibaud Elzière – eFounders – Quand ne lancer « que » 3 à 4 boites par an devient frustrant #145 Jonathan Anguelov – Aircall – La force intérieure. Tout casser alors qu'on part de rien #214 Mathilde Collin - Front - Créer les conditions de son bonheur au travail #235 Alice Default - Double - Tu veux devenir Elon Musk ? Apprends à déléguer #256 Alain Weill - L'homme qui bouscule le monde des médias depuis près de quarante ans #257 Ian Rogers - Ledger - Vivre dans le futur : un pionnier de la musique en ligne qui se lance dans le WEB3 #258 Jean-Pierre Nadir - La liberté d'entreprendre comme base, le bon sens comme boussole Thibaud Elziere vous recommande de lire : Le Monde sans fin de Jean-Marc Jancovici (Bande Dessinée) La Bombe de Alcante & L.F Bollée (Bande Dessinée) Avec Thibaud Elziere, on a parlé de : Zenvest Aircall Spendesk Logic Founders Product Hunt YC's Essential Startup Advice Multis Fotolia Les DAO Notion Gama Space Iconic House Folk Thinkerview Podcast : The Next Warren Buffett – Andrew Wilkinson Podcast : Daniel Kahneman: Putting Your Intuition on Ice La musique du générique vous plaît ? C'est à Morgan Prudhomme que je la dois ! Contactez-le sur : https://studio-module.com. Vous souhaitez sponsoriser Génération Do It Yourself ou nous proposer un partenariat ? Contactez mon label Orso Media via ce formulaire. Pour contacter Thibaud : Linkedin (et vous trouverez peut-être son adresse e-mail sur son profil ;)

Financial Investing Radio
FIR 151: How To Reduce Your Business Cost With AI !!

Financial Investing Radio

Play Episode Listen Later May 14, 2022 39:54


In this episode, I have the opportunity to speak with Alex Hagerup who is solving the problem of using AI to take costs out of your business. Grant Hey, everybody, welcome to another episode of ClickAI Radio. So today I have someone that I have been admiring by looking at his background, here with me today to talk about some amazing aspects of his journey to solve business problems leveraging technology, specifically AI which is quite cool. Anyway, let me stop right there. And welcome Alex Hager group. Hello, Alex. Alex Hey, Grant. Thanks for having me. It's a pleasure. Grant Thank you. Thanks for being here today and for taking the time. I know you're getting ready to head off trans continental here pretty soon on a trip. So thanks for for jumping on this conversation here today. Alex Absolutely. It's exciting being able to travel again. So I going home to the Motherland for a few weeks is exciting. I haven't been there for more than a few days, for the last three years, actually. So I'm definitely excited. Grant Have have have the COVID situations and those numbers pretty good over there at this point. Alex Yeah, everything is fine. So Norway is completely open again. And it's all good. But But Norway was one of those countries that really looked down hard. And also since the US didn't allow non US residents to actually come back into the country. If you left. It was just a problematic situation to go to Europe in general. Wow. Grant Yeah. What a great opportunity to get home to family. Well, thanks for taking your time here with me today on this. So Vic AI. All right, who is Vic AI? What happened here? How to what are you? What are you solving? What what problem? Are you looking to address with Vic? Ai? Alex Yeah, absolutely. So I'll take a little bit of the background to set that up. So I, I've always been very interested in both accounting, finance and technology. So this is a company that lives in the intersection of those. My mom had her own accounting firm. So I grew up there, which probably influenced my interest for for accounting in general. And I built a couple of companies. But one that I spent three years with just prior to starting, Aki was a cloud ERP system, an accounting and accounting platform that was being used by about 30 40,000 companies back then it's about 80 90,000. Now, and during working there, you know, observe the sort of, let's say, the challenges of accounting and the manual, repetitiveness, the tediousness, all of that from, you know, every day you felt it? Grant Where? I mean, what is the excitement in that? Right? I mean, where's the excitement? Yeah. Did you credit that properly?  Alex Oh, gosh, yeah, exactly. So so we were we were just observing this. And then this was back in 2014 15. Just before we started with AI started having a new, you know, like a new summer or a new renaissance in a way and, and we were thinking like this has to be we can maybe like we can solve this in a better way than how the technology has solved it so far. And after some deliberation, we sort of thought that we could create AI algorithms that would be able to actually do accounting transaction processing better than humans. Grant Because that's a really key point I think you're making. So the way that we've been solving this problem up to this point has been, let me take the tasks that we do and just automate the tasks themselves. Right. In other words, let me take your actual transactional activities that you're working through, and just put some increased processing to that. That's how it's historically been done, right? Alex Yep. Correct. And that's been entirely driven by rules, right? So, you know, transaction, Uber, transportation, as, you know, rules based automation, right? And there are all sorts of problems with that. It's obviously better than doing everything manually, right? So we aren't we're progressing through stages there. If you go back before the spreadsheets, you know, everything was done entirely manually. So we are progressing here, but, but what we're building is not next face that comes off there, you know, what everyone is using today, all over the world. And, you know, AI will solve this in a more scalable and gracious way and more more effectively. So that was all right. Yeah. Grant Yeah. So real quick on that, can you articulate how is that different? Right? Because all of us come from this rules based way of thinking. So what is it that AI is going to do better? How will it do it differently than what we're used to? Alex Yeah, I mean, that's a that's a great question. It's kind of the essence as well. So when you when you look at how it happens today, it's not only rules are not only automation, it's automation, and a lot of human hours involved. So you can always ask yourself, why are all those human hours involved? If it's automation, right? So so it begs the question, right, so what happens in reality is that sort of rules and templates and RPA isn't sufficient, because there's so many edge cases, and there's so much variability in the world of accounting. So you know, rules only takes you so far. And then you have to staff up and have human cognitive reasoning step in and do the rest of it. So where AI comes in is that it can do both of those things. So it does the automation without rules, and it can do the reasoning that humans are there to do today. So I always say that AI is, is great at sort of mimicking that reasoning that humans are doing. So one of the areas that we're in is invoice processing. And when I give an invoice to any human, you know, it will always tell me, oh, that's the vendor, you know, that's the invoice number, lots of total costs. But that's not obvious to a computer. And if you're gonna write rules for every variability in the world, you can just end up writing too many rules. So it's just not a, it's not a great technology for it. And AI is way better. So it's just like in the early stages, so that's next sort of digital transformation, transformation journey that we're all. So as Grant So as you know, when you're working in the AI space, and you're saying, Oh, I'm going to apply AI to a particular problem, you end up building different models with different AI characteristics based on the nature of the problem, some more aggression based some more sort of classification based, as your people as your customers look to use your platform, do they get exposed to any of that? Are they even aware of what elements or aspects of AI are at play? Or? Or do they just jump in and start solving the problems they're used to, and then the right sort of AI model behind the scene is executing on their behalf? Alex Yeah, we've hidden all of that from our customers. So we do try to keep sort of Explainable AI in the way where our user interface is explaining why our AI predicted something. But we've kept all of the complexity, so sort of models and model training. And all of that is in the background, we decided to do like an end to end service where the customer, they don't really need to do anything technical. It's, it's, you know, just another SAS subscription that they're using, that they plug into one of their processes. And then we deal with all of the complexity of the models, both global models and AI models, specifically the same for each customer. So we keep all of that complexity hidden. Grant That's awesome. That way, I'm not touching any of that as the end user. So if I see the name Vic AI, I don't need to shy away and say, Oh, wait, I need to be an AI expert. It's more that this is the enabling technology. And it just turns out that you've made that simple for the people without needing to know that Wait a minute. So that brings a question on my use, you know, one of the challenges around AI is the whole notion around bias. And, and, and with the cognizance that's required for humans up to this point, and still largely today to do you know, counting processes. Therefore, that has the opportunity for some bias that comes in right terms of the way things get handled. How do you deal with that then in terms of applying AI so that that bias doesn't creep through? Alex Yeah, it's a great question. And it's a challenge for everything where we're data sets are involved in training, AI. So one of the ways that so one of The one of the good things with accounting data, if you start with that is that it's ultimately numbers and classifications. And you, you kind of want to have that, right? Because otherwise your your books of your business is wrong. So unless you want them to be wrong, you know, you have a very good incentive to keep this right. SO into SO, you know, I think we generally see kind of less less bias in accounting data, and then some other more like subjective data in a way. And then also we draw on data across 1000s and 1000s of customers. So we have customers in both Europe and the US and many other many other regions as well, but the little fewer and most of the concentration in Europe and US. And in all sorts of industries and all sorts of sizes, we have about 13,000 customers on the platform now. So when you start looking at such a wide data set, you also hopefully reduce some of some of that bias. And then you also have auditing processes that sort of sits at the end of their accounting. And hopefully also they'll you know, annually they'll catch corrections, and also fed in as well to make AI. So those are some of the tactics. Basically, it's all about keeping clean data, so that our predictions are accurate. That's really what we're trying to get to. Grant Yeah, boy, that's that's so critical, especially as you pointed out with the with the need to of course, be accurate for the business for sure. All right, so So let's say that you've got this data, you've cleaned it up, you've done the preparation, you're on the Vic AI platform, the question now in my mind becomes, therefore, what changes in the lives of the people that adopt this right and others, they may change? I'm supposing something about the way they do their daily work, or the way the CFO does certain things, or maybe even impact on regulations and audits. I mean, what's the impact of the organization when when this gets adopted?  Alex Yeah, I'm also in question. And I want to point out also that the beginning of getting getting live with Vicki AI isn't complex for a customer, because we built an automated system to ingest and clean their historical data, which then goes into our system automatically and train our AI algorithms so that when we go live, we have, you know, pretty good knowledge of what's going to be predicted. We know your system, we know your accounting, we know how you do things. So when you start pushing new transactions through our classification, accuracy is high. And there's no complexity for the customer. In that process, it basically happens automatically in the background. Once you are live with Vic AI, some things will will change. But it doesn't sort of change. Like overnight. One of the things with AI is it gets better and better over time. And one of the things we're driving towards is what we call full autonomy. And full autonomy is you know, the AI's version of automation. But it means that it has perceived this not to need human review. And that's when it's fully autonomous. So that's our sort of end goal with the autonomy of transactions is that, you know, the AI system is perfectly confident in the work that it has been doing. So it doesn't even ask a human to review it. So this this increases over time. So when you start with Aki, you, you have a you know, you have a better interface, you have a smoother operation, you have already probably 50% time reduction in the first month of using the system. Grant Let me stop you on that right there. 50%. So, that would be 50% of those that are doing sort of the daily operational activities, or is that of the CFO? Or who who is that, that that percent impacted? Alex Yeah, that's on the accounting team that is doing the processing. So if you're doing you know, if you have five people or if you have 15 people doing invoice processing, whether they are onshore or offshore, you know, just in the beginning, you can drastically reduce that, and then that percentage just increases over time because you're substituting the AI for for for human FTE. So basically, and and what we see is that everyone wants to do something else than just sit and do like data entry and accounting classification, right? You you, you can be more proactive, you can do more value added work than that. And we're sort of at that phase now where the AI can substitute that's partly augments and also fully run things autonomously. So when you put this in place, in the beginning, there is a little bit of effect right away but you know, you got to read the sign some of your some of your processes and some of your routines because you have a platform here now that is doing Most of the work for you, and you're just reviewing and you're reviewing the AI and training the AI to become more autonomous. So you've got a little on my mind shifts, and some sort of routines, you don't need to double and triple check, check in have four people involved in reviewing, you know, one thing because the AI can tell you how confident it is. And if it is very confident, maybe you can have one person review it in the beginning, and then eventually it will be fully autonomous. If it's less confident, then it will also tell you, and you can review it in more detail. So it's pretty, it's pretty, pretty fascinating. Grant It is dang fascinating. And I'm assuming that there are some that have run into this, and they've worried about their jobs, right? They're like, wait a minute, you're taking my tasks away from me? Do you have to help them overcome that fear and say, hey, you know, you're gonna move towards more value added activities within the organization? Have you run into that problem? Alex So it will we see is that it's, everyone is just squeezed on time, right? Everyone's trying to hit the deadline of the month, the clothes and all of that. So it there is no shortage of work to be done in the accounting piece. And, and just having, you know, having faster turnaround time having more accurate data, because AI is more accurate than humans, like it doesn't fat fingers thinks the same way. And when it's uncertain, it asked for a human verification, a human looks at it, and then you get more accurate than then all the way. So we see that, you know, there's no shortage of things to do. Everyone wants to progress their careers. And I don't really perceive that as an actual problem. But it is like a, you know, people think about that as a problem, but I don't think it is in reality. Grant So this has been several years and coming. When did you start this 2 to 3 years ago? Alex Yeah, early 2017, was 5 years. Grant Okay, that's, that's awesome. And you built this ground up, meaning all of AI development AI technology that your organization's created, right? Alex Yeah, exactly. I mean, it's been challenging. That's why it's taken taken quite a few years, as well as because you we started, you know, completely scratch, and we had to figure everything out. So one of the things that sets the KPI apart a little bit as part of our founding story, where we were able to start the company, we had access to a gigantic data sets of accounting transactions, and all corresponding documents to that. So that helped us just spend the first two years we just spent on data analysis, data science and machine learning development, because we had some thesis and theories that this could work, but we didn't know. So it just had to do that in the beginning, for for a couple of years. So when we saw that this actually has promised, like, we were predicting more and more accurately, and you know, we're gonna get to this inflection point where it's better to use PKI, that do not use PKI. And at that point, people will use it, and then, you know, continue growing more and more customers and more and more data and more and more corrections, and better and better predictions. So we realized we would get to that point. And then, you know, then we raised the seed round back in 2017. And, you know, started developing, Grant What a great journey. I love this story. So tell me about impact outcomes. So you talked about a large number of customers that are using the platform now, what is what's been the results that they've seen? Alex Yeah, so we see. So there's a couple of numbers that we that we statistically enroll from the from the customers, we see that customers have about 80% reduction in the overall time spent on the process. And that comes from two things. One is the percent of fully autonomous. So let's say you're 50%, fully autonomous, that means you spent zero time on 50% of your volume. And then that other part, we've drastically reduced the number of minutes in two seconds. For each transaction a human has to review because the AI has done all the upfront work, humans just reviewing it, rather than sort of processing it from scratch. So you're at seconds rather than minutes. This turns into sort of an 80% reduction in in time. You also have things that we do like prevent duplicate payments, and we have some fraud detection in the system. So you also have some of those benefits that can turn into multimillion dollar when you have a large enough cost base. And then we have audit trails in the system, which helps with figuring out you know, making sure that you know, all of the approvals are doing rights. If anyone has changed in amount or something. It's all logged into the system electronically. So you have some some compliance and auditing benefits from it as well. But right now the main, the main effective impact our customers have, and we typically sell to the mid market and enterprise. So these are larger organizations, they can have hundreds of 1000s, or millions even have sort of vendor bills per, per year, and a substantial amount of people and resources involved in dealing with that problem. So they see very significant ROI from it. Grant So to sell into that particular group, then I'm assuming you've got to have a decent amount of integrations into all of their incumbent systems, right, all of their ERP systems and CRM systems, etc. Right? What does that look like? Alex Yeah, that's, that's true. So we build out these connectors as we as we go, it does, for each connector, the first time we build it, it does take a little bit of time. And then once we have that connect, for instance, you know, to NetSuite or intact or Oracle, the, you know, the next customers that we bring on board, we can leverage the same connector. So it is it is some work initially to build out all of the ones that we need. And then you can grow and scale on top of that for the customer. This is no complexity like we're taking not on completely. So the only thing we need is to know what type of system they have. And we develop that connector as part of the offering. Grant So let's talk about looking to the future in terms of when I'm doing FPA, a financial planning and analysis and I'm, I'm looking at my numbers, and I want to leverage a view into the future. How does something like this help an organization with that? Alex Yeah, that's a, that's a beautiful question. And a big passion of mine, actually. So what we're doing now sets us up to solve that specific problem. So if you think of where we are, now we're in accounting. And what you're talking about is more finance, which is what we'll dive into the idea and the vision that we are getting to is that we want to develop an AI that's basically is a real time cost optimization engine that serves predictions and monitors that in real time, we will be able to help you project kind of what your cost base should be, and how you could reduce spend in various categories and with various vendors. That's that's the piece that we're trying to solve as part of that equation of the of the future. So that you always have multiple pieces of the accounting equation, you have the cost side, you have the revenue side, you have adjustments and close process. And we're trying to stay within one of them for now. And make sure we sold provide real true value in that swim lane before we move on from from there. Grant Yes, I think that part's fascinating, as well, I've seen and interacted with organizations that are trying to leverage shift P and A even into capacity and resource planning, and trying to figure out what that looks like, and especially with it what's going on in the world today, right, with certainly high inflation and certainly supply chain challenges. The need for this kind of capability, I think is dire. Right. I think having the ability to provide something like this sooner rather than later is really crucial. Alex Yeah, definitely. And I think the technology has the ability to hold much more context and see data across all of the things that buck forms, like ours can do in in, in a compliant and anonymized ways, you can see data patterns, you know, across different companies. So you can inform yourself, no more than just sitting looking at your own data sitting inside your own office and their own silo. So that I will, you know, in the future greatly help with, you know, capacity planning, or, you know, cost reduction initiatives and so on. So I think that's one of the powers of sort of, like the cloud combined with with AI and big data, if it's leveraged in the in the right way. Grant And so if I go back just one moment on something, so if we take an AI model, and and we take it through a data set, and we were able to get sort of two key views at it, one is sort of more hindsight, right? One sort of looking backwards, right? It's the AI is looking at it saying here were the drivers that that contributed to the certain behavior, right? So it's more analytic Right. But then there's the other style of using it, which is looking forward, which is more predictive. And oh, okay, here's, here's where based on things we've seen, here's what the high predictive sort of correlations are opportunities are things that we expect moving in the future. When you when you look at Vic AI, and everything that you're providing, do you focus more on one side versus the other? Or you're combining both of those views together? Alex Hmm...yeah, we so in the, in the course of the work in the platform we have now, so every thing we do is a prediction on new data. So that means a new so if you sort of break it down into like, there's a new signal or a new transaction, or a new document coming in, that we've never seen before. And, and the platform then predicts what this is, Donald to vary like line item level detail, how to classify it, and so on. So it does predict this based on the algorithmic design, and the historical data that it seen both for this customer and globally. So it sort of is our engines are purely predictive in terms of what they're trying to predict what's going on. And you can extend that to two other parts, like we just discussed on the cost side as well. You can predict how how you should, you know, maybe they'll just classify this cost, but like, how, what your cost base should consist of a new look at categories. And you can sort of predict this based on your own current spend your growth in the company and maybe other comparable companies, so you can start predicting a journey based on the same technologies. Grant Awesome. So quick question for you, as COVID started to hit, obviously, a couple of years ago, and large companies have their AI models, you know, out there deployed, we're running, suddenly that disruption created an impact to the way in which business was typically being done, right. Not all industries were hit. But certainly a lot of industries are hit. And therefore, business operations changed. And the way in which people conducted business altered, which meant then, that those models were making assumptions based on former operational models, right former ways in which people executed, and therefore invalidated some of those predictive characteristics or capabilities of those models, which meant then, as you know that they had to go do some rework, right had to reduce retraining, right and update the data sets and so forth. So to what degree does Vic AI continually learn, right, so as you pointed out, you get a new document you've never seen before. At some point, I'm assuming it pulls it into its corpus, right? And it continues to learn or relearn on that. Can you talk to that? Alex Yeah. And it's a key feature of the platform, which, which is actually pretty enjoyable when you see it working in reality. So we, so for every transaction that goes through our platform, or every invoice or vendor Bill divest process through our platform, that leaves that leaves us with some learnings. So, you know, it's either it's corrected, and we made a prediction and a human chose to change it. Right? That is something that is fed back into our data set, and also our learning database of sort of, why would that ever happen? What did we get wrong in this prediction? And so for every prediction that we do, we learn something because if we predict something, and it's correct, we also learned something. So you know, we have millions of transactions just flowing through the system every month. And for each of them, we learn something so the system then improves basically, for each transaction that goes through the system. The level of, you know, transaction processing we're at isn't really affected by kind of like global changes, like you mentioned, for for COVID. Like, the only thing that could happen is you suddenly have some some new transaction because you need to do something differently, or you may have fewer transaction, which then just you know, is additive to our system. So you know, we will get something maybe we'll have lower confidence on this because this is something new. So you know, you will have a human come in there and tell the system what to do with this. And then that will be additive to the to the data sets and, and all the algorithmic design, if that makes sense. Grant It makes total sense. Absolutely. Yeah. And I loved how you tied the two together which is, well, I'm still gonna have the transaction. Although the world the macro world around me is changing the transaction occurs while may change is the rate of them. or how, or maybe even maybe even the units or the number of units, etc, right things like that will certainly or could change because of disruption. Being able to predict or understand how the organization can respond to, to disruption, I think becomes more and more critical, as we seem to continue to have more disruptions in business. Right? That happens a lot. Alex Yeah, absolutely. And I mean, what happened with with COVID specifically was also a lot of disruption in how people worked. And, you know, they were used to working from home and, you know, we have some, some of our customers, they have millions of invoices a year, which means, like, 1000s of invoices a day and, you know, suddenly you have, your whole workforce is like, not as productive as they were when something like this happens. But you know, you still need or your your system to be updated, you still need to pay your vendors on time. And otherwise, you know, you'll incur fees, and it'll so just like having an AI system in there that doesn't sort of care about those things. It has the same throughput and outputs 24/7 all year around, makes you very resilient for for sort of things like that are like workforce changes. Grant So that's the right word resilient, you want that organizational resilience, and as the point I wanted to drive out, which is, even though there's these disruptions that take place, most of which are outside of our control, getting our companies into a position to handle and respond properly or well, to that, or to pivot is what organizational resilience is about. And my experience has been AI is one of those tools to help us do that. Yeah, that's, that's awesome. Okay, I want to ask you a very forward looking question. Right? You're ready? Yeah, sure. All right. So I'm not going to ask what are you going to do Norway? Or what I'm asking is tell me about blockchain? What does that mean to you in your world and things that you're doing? Alex Yeah, I mean, that's, we've been thinking about that. And, to be, to be honest, we haven't really seen yet the connection between specifically what we do and how to leverage a blockchain effectively, I like the technology of a blockchain is really awesome. And it can unlock a lot of things. But it doesn't mean that you need to use it for everything. One thing that I think could be an interesting exploration is when you start looking at accounting, ERP data, and whether the accounting systems could run and have their data in a blockchain that is verifiable, to prevent all sorts of, you know, fiddling with the data. That could be an interesting application for for blockchain in in our area. And there's clearly things around, you know, like money movement and value movements that blockchain can solve pretty pretty well. So just in the layer where we are, we haven't really found a great application that applies to us with the blockchain. Yes, but I think that technology is super fascinating. And I think that there are many areas where it is a superior technology to sort of like the trust based system that we have now. And it's an epic thing, when you can run that successfully in a resilient way. Grant When you think and that that makes a lot of sense. It's, it's got some, as you pointed out some interesting potential benefits to the industry. But I suppose at some point, it doesn't really matter where the transaction sits for you, right, in terms of the problem that you're solving, right? In other words, whether it's sitting on a blockchain or it's somewhere else and an Oracle ERP or whatever, right to it, at some point, that probably doesn't matter. Right? Alex Yeah, for us, the Store of the the sort of the store of the data ultimately is for us in the ERP system. And we are not an ERP system, we just layer on top of the ERP systems. So that is the ultimate sort of storage of the data. And that's where if, if, if at all the like blockchain technology could be leveraged to, to kind of store data in in a safe and transparent way. But there's also some new or some transparency issues with accounting data as well, that's going to be kept in mind. Grant Yeah, I would imagine that one of the greatest use cases to for what it is you provide is in the area of fraud to fraud detection, right the ability to regardless of where the data sitting, and regardless if it's on a blockchain or in an ERP system, you Your ai i would imagine would help to discover or uncover some of those potential opportunities. Is that accurate? Alex Yeah. And you have this this platform benefit as well is what if one customer sort of reports. So what happens a lot is just invoice fraud, right? You have, you have invoices that are not from the vendor that they appear to be from. And you have different variations of trying to change payment details, and you know, all of that. So when you see when you see data across 1000s of customers, you, you have a way of detecting those things, and at least flagging them for like, Hey, someone should have an extra look at this, because something may be up, if we're all good with it, that's fine. But you know, have an extra Look at this. And for people, you know, when we, as people, when we're doing something for six hours straight, you know, the last few hours, we're just like, you know, we're just clicking enter and trying to get, you know, the day over with, and, and things can easily pass by that shouldn't pass by. So this is this is problematic in two ways. Number one, your accounting data could end up being wrong, like you just have things that are misclassified. And then you can have things that are, you know, paid, or you're paid twice, or you pay the wrong thing, or you pay an extra zero, you have all of these things that are just humans are it's easy for humans to do those mistakes. And you just want to sort of get rid though those with a technology that can help you remove all of those errors. And we know how, you know, a billion dollar cost base? Just you know, half a percent is, you know, quite a lot. Grant A big number. Yeah, it is. Yeah, you'd hate to get false positives on a fraud situation, right, where you might be accusing someone that, that they've conducted fraud, when in fact it was was just a mistake. This is fascinating technology. So, Alex, where do people go to? I mean, where can you point them to, to learn more about you and your organization? Alex Yeah, I mean, the website is, is the safest place to go right now. So just go to Vic.ai. And we have, we have a good bit of marketing collateral and informative collateral blog posts, we try to educate the customers and the finance team. So finance teams are interestingly, you know, they're, they're not buying new things that often because you know, your ERP system, you have it for a very long time, which which you definitely should. So you know, you're not like a high. There's no high velocity necessarily on procuring things for the finance team. And, and we try to do a lot of educational material as well, because AI is new, but it has true effects or the finance team, and they'll find them blog, blog posts and collateral and can happily reach out to us and we'll help guide anyone through the process. Grant Oh, okay. That's, that's awesome. Alex, you've been so generous with your time here today, especially as you're getting ready to jet off into the sunrise just real quick. Any last comments that you want to share? Alex Um, I think this has been this has been a cool chats. It's been it's been really good. I love talking about, of course, AI and our company, but also the technologies in general. So I think this has been been super cool. And I think that it, you know, it's just wanted to say that we've we've spent a long time building the platform, so glad it's not complex for the customers right now, all of the AI performance, which is actually mind blowing, but you have no level of complexity. So, you know, if you if you want to get started with with AI for a function, this is a very specific function within invoice processing, where you can deploy AI, get the effects out of it with no complexities, and we'll deal with all of that for you. Grant That's actually the beauty of this, you know, to be able to get that down to a few points. Now splint clicks on a SaaS solution. They have all that taken care of, I've written my share of AI code, and oh, my goodness, the fact that you've handled that so seamlessly for the business people is huge. Nice job. Really great job on that. Yeah. Thanks. Great. Alex Thank you. Grant Thanks for taking the time today. Again, Alex. My gosh, this is awesome, everyone. Thanks for listening to another episode of ClickAI Radio. And until next time, go check out Vic.ai. Thank you for joining Grant on ClickAI Radio. Don't forget to subscribe and leave feedback. And remember to download your free ebook, visit clickairadio.com Now.  

Green Industry Podcast
5 Tips to Organize Your Lawn Care Business- Fast!

Green Industry Podcast

Play Episode Listen Later May 14, 2022 22:37


In today's episode we talk about how to get your lawn care business better organized and efficient so you can focus on growing your business.  The Resource Center at GreenIndustryPodcast.com Save 50% off Equip Exposition Registration GetJobber.com/Paul Gulf Coast Bookkeeping Best Accounting Software: Quickbooks Online Recommended Website + Marketing Services: Pure Marketing Team Purchase Paul's Books on Amazon: Order Books Here Paul's Audiobooks: Cut That Grass and Make That Cash 101 Proven Ways to Increase Efficiency and Make More Money in Lawn Care Best Business Practices for Landscapers Follow us on YouTube: Green Industry Podcast Paul Jamison Lawn Transformations Follow us on Instagram: @greenindustrypodcast @pauljamison Follow us on Facebook: @greenindustrypodcast

The Laptop Recruiter Podcast | Attract, Gain Authority, Automate & Scale like a Million Dollar Recruitment Business Owner
Podcast 159-The Recruitment Industry Is Becoming More Competitive With Fewer Candidates And More Agencies After Same Roles And Same Candidates.

The Laptop Recruiter Podcast | Attract, Gain Authority, Automate & Scale like a Million Dollar Recruitment Business Owner

Play Episode Listen Later May 14, 2022 4:00


“The Recruitment Industry Is Becoming More Competitive With Fewer Candidates And More Agencies After Same Roles And Same Candidates.” The Recruitment / Search Industry is becoming more competitive with FEWER candidates and MORE agencies. All after on the same ROLES and the same CANDIDATES. So, What is the solution? There are several solutions here: 1. You must have all of the candidates in your Niche and your CRM 2. You must have a system whereby you can segment those candidates Now, those on the market are not going to be those you generally want, are they? You want the Passive. So, Ideally want you going to have is to extract your candidate's data from your CRM into the automated system and have an automated follow-up process. As it's getting more competitive, you must have the BEST candidates. But, to get the best candidates you must have an absolute awareness of what the best is. You have now identified what the target market is You've got 100% of them inside your CRM You've got a system that gives you between 52% - 82% reply rate When you send the candidate to your client, you're sending them the TOP 1% of the entire market. If you enjoyed today's podcast, be sure to check out our website: https://recruitmentmarketinginternational.com/

Cállate y Vende
Cómo Hacer Demos de Ventas Exitosas (Ep.215-A)

Cállate y Vende

Play Episode Listen Later May 13, 2022 24:04


Las demos son de las maneras más eficientes para ejercer el impacto suficiente como para cerrar ventas. En esta primera parte del episodio 215 te comparto cómo prepararte para tener éxito durante las mismas. Curso GRATIS: "Ventas & CRM" haz clic aquí. Entra al Club Cállate y Vende haciendo clic aquí. See acast.com/privacy for privacy and opt-out information.

La Pizarra con Nicky Mondellini
Jorge Infante Jr.-El Encanto de la Producción y locución Comercial

La Pizarra con Nicky Mondellini

Play Episode Listen Later May 13, 2022 58:50


Jorge Infante Jr. es productor, ingeniero de audio y locutor con toda una vida dentro del mundo artístico. En esta entrevista nos cuenta en qué consiste su proceso creativo para llevar adelante los proyectos de los que forma parte, además de facilitarnos varios consejos sobre grabación y producción de audio, que él mismo desarrolla a través de su escuela virtual de grabación de audio “Audio Recording School”. Jorge Infante Jr comenzó en este medio desde muy pequeño, ya que mientras él crecía, su padre trabajaba como director musical y formaba parte de una banda.Jorge formó parte de la banda musical infantil “Chispas” quienes tuvieron su primer contrato de grabación importante con CBS Columbia Records. Emigró a San Antonio siendo adolescente y más tarde aprendió postproducción de audio para TV y radio trabajando en los estudios de grabación de Keith Harter Music.En esta emisora fue que se le presentó la oportunidad de trabajar como locutor por primera vez. Él tenía toda la formación necesaria que le permitió aprovechar el momento en que esta oportunidad se le presentó inesperadamente.Jorge siguió produciendo audio para comerciales de radio, televisión y filmadoras de trabajo de ADR para películas de Hollywood. Al día de hoy, Jorge ha producido cientos de comerciales de radio y televisión, y además es la voz de innumerables campañas publicitarias para el mercado hispano de Estados Unidos. Con su  doble talento como ingeniero de sonido y locutor bilingüe, Jorge es un profesional muy solicitado y ha forjado estrechas relaciones con los clientes que lo llaman constantemente a través de los años. Hoy en día, también tiene su propio estudio de grabación y productora llamada Infante Communications en asociación con HD media.Lo encuentran en redes sociales como @jorgeinfantejr. **Visita www.lapizarrapodcast.com y suscríbete para recibir el boletín de La Pizarra con noticias de los nuevos episodios y varios recursos para el mejor desarrollo de tu carrera artística. No olvides descargar la aplicación La Pizarra Podcast en la App store y Google Play.*Squadcast es la mejor plataforma para grabar tu podcast, o tus reuniones virtuales con hasta nueve invitados con una calidad de sonido profesional. Ahora está disponible para uso en dispositivos iOS y Android y en Safari o Chrome. Elige tu nivel de membresía luego de probarlo gratis por siete días en: https://squadcast.fm/?ref=lapizarra  *El secreto del éxito de tu negocio está en el seguimiento que le das a tus clientes, optimizarlo con un CRM es necesario para manejar tu base de datos y darle seguimiento a tus clientes y proyectos. Descubre todo lo que puedes hacer con las herramientas de Monday, pruébalo gratis por 14 días en: https://mondaycom.grsm.io/lapizarra  *Canva Pro tiene miles de plantillas e imágenes para dar vida a tus creaciones, ahora puedes usar el calendario para planear los posteos que quieras para el mes completo, además de todas las herramientas para crear cualquier tipo de proyecto. Pruébalo gratis por 30 días en:https://partner.com/canva/lapizarra ¡No olvides suscribirte a La Pizarra para tener acceso a todos los episodios, descárgalos y compártelos en redes sociales, tus comentarios son bien recibidos!** Visita https://www.nickymondellini.com para conocer el trabajo de la actriz, conductora y locutora Nicky Mondellini.Nicky Mondellini es una artista de talla internacional con más de treinta años de carrera artística, su voz es escuchada en comerciales de televisión, radio y plataformas digitales a nivel mundial.Su trabajo como actriz incluye más de doce telenovelas, varias obras de teatro clásico español y contemporáneo, cortometrajes y largometrajes, y la conducción de programas matutinos en México y Estados Unidos, además de comerciales de imagen y videos publicitarios y corporativos.Sigue a Nicky en:Instagram @nickymondellini Twitter @nicky3ch_nicky   Facebook https://www.facebook.com/nickymondellinivoiceover       LinkedIn https://linkedin.com/nickymondellinivoiceover    

The Hardcore Closer Podcast
The Top 10 Unique and Effective Ways to Follow Up in the 2020s | THC Podcast 260

The Hardcore Closer Podcast

Play Episode Listen Later May 12, 2022 20:38


This is a continuation of last week's episode on the simplest, most effective way to set up a CRM.   So you've set up your CRM and built your sales funnel, and now you're getting leads. Now what?  Many sales people are still operating on tactics taught to them in the 80s and 90s..... Stank coffee breath Sweaty palms High-pressure desperation  Manipulative tactics to coerce you into making a decision Those days are over!  People are smart.  Technology has made it possible for people to cross-reference, research, and verify what it is you're offering.  You get one chance to make it count.  Remember, just because you have a lead doesn't mean they're going to buy from you.  It's your job to show them you care through empathy, and help them to the solution you provide.  I break down the Top 10 unique ways to follow up with leads in the 2020s and beyond.  #RiseAbove  NOTE: If you haven't gotten a ticket for Million Dollar Mastermind 2022, we're giving away bonuses when you grab a seat.  Connect with our team.   Click the link and find out who's on the lineup so far this year----> MDM2022 Don't be indecisive. Seats are going QUICK on this 3-day power house event!    HOW TO GET INVOLVED:  This planet is based on an algorithm and with every positive action, there is an adverse reaction.  Ryan Stewman rose and overcame a life of addiction, imprisonment, divorce, and circumstances that would break the spirit of the average human being.  He went on to create a powerful network of winners and champions in life and business creating a movement quickly changing lives one day at a time.  The Hardcore Closer Podcast is brought to you by PhoneSites It's the fastest, easiest way to build a dynamic landing page or website in minutes from your mobile or desktop. Get a Free Trial Here--> PhoneSites Learn more at: www.JoinTheApex.com   Follow Ryan's killer sales blog at: HardCore Closer Check out this show and previous killer episodes of The Hardcore Closer Podcast in Apple Podcasts.

How to Scale Commercial Real Estate
Set Up a Tenancy In Common at the Beginning of the Deal

How to Scale Commercial Real Estate

Play Episode Listen Later May 12, 2022 17:32


In this episode of the How to Scale Commercial Real Estate Podcast, we welcome Anthony Scandariato back to the show. He shares what he's observing about the current housing market, the benefits of setting up a TIC and 1031, and how capital raising has become more efficient in recent years. All this and more!     Anthony Scandariato is a real estate entrepreneur & multifamily investor with a focus on in-place cash flow and forced value-add appreciation. He's the co-founder of Red Knight Properties, a privately held boutique multi-family and mixed-use real estate investment & property management company