Podcasts about crm customer relationship management

#375 In part three of the four-part series we focus on the critical role of CRM (Customer Relationship Management) tools and technologies in sales. Guest Sean O'Shaughnessy discusses the importance of leveraging CRM systems for improving internal business operations and managing customer relationships. The episode covers how CRMs help in making data-driven sales decisions, the necessity of integrating email and social selling strategies with CRM, and the invaluable role of such technologies in maintaining efficient communication and service to customers. The conversation also touches upon the versatility of CRM systems in managing prospects, leads, and ensuring consistent engagement through methods like email marketing and personalized contact strategies. (Original Air Date - 4/3/24) What we discuss with Sean: + Introduction to CRM and Its Importance + Advanced CRM Features: Email Integration and AI Tools + Maximizing Productivity with CRM: A Personal Experience + The Future of Sales: Embracing CRM and Technological Advances + Unlocking Data-Driven Sales Decisions + Exploring Industry-Specific Sales Strategies + Maximizing CRM for Customer Engagement + Leveraging Social Media and Email Marketing + Personalizing Customer Connections with Technology + Choosing the Right CRM for Your Business Be sure to come back for part 4. And make sure to check out parts 1-2 if you missed any of the previous episodes! Thank you, Sean! To connect with Sean on Linkedin, click here. To check out Sean's website, click here. For more information go to MillionaireUniversity.com To get access to our FREE Business Training course go to MillionaireUniversity.com/training. And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Grow a Small Business, host Troy Trewin interviews Dr. Donna Smith Bellinger, founder of DS Bellinger Consulting, specializes in helping business owners and sales teams enhance their sales performance by mastering revenue-generating conversations. She launched the business part-time nine years ago, growing it into a thriving enterprise with a team of five and multiple six-figure revenues. Dr. Bellinger also brings a wealth of entrepreneurial experience, including successfully exiting a tech company. In this discussion, she shares her journey, the challenges she faced as a woman and a person of color, the critical role of financial literacy, the art of delegation, and the importance of fostering a strong business culture. Other Resources: Sales Is Not About Wait And See: Do You Want To Get Paid Now or Eventually? by Dr. Donna Smith Bellinger (Author) You Lost Me @ Hello: Actionable principles that move you beyond "Networking."  by Dr. Donna Smith Bellinger (Author) Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here.   Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice.   And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Dr. Donna Smith Bellinger, the hardest thing about growing a small business is understanding your value statement. She emphasises not trying to be all things to all people within your area of expertise. You simply cannot please everyone, so it is best to focus on what you do best and excel at that. What's your favorite business book that has helped you the most? According to Dr. Donna Smith Bellinger, her favourite business book that has helped her the most is The E Myth. However, she also mentions that The Purpose Driven Life, while not a business book, was very important to her. Therefore, she highlights two books as being particularly impactful. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Dr. Donna Smith Bellinger, doesn't recommend specific podcasts or online learning tools. Instead, she emphasises the importance of tailored research within the specific industry of a new client to remain relevant. She takes "a little bit of everything" for her own professional development. The host, Troy Trewin, suggests the Grow Small Business podcast itself as a helpful resource. What tool or resource would you recommend to grow a small business? She recommends the most direct tool recommendation for growing a small business is to have a good, robust CRM (Customer Relationship Management) system. She states that the days of just using a spreadsheet are over. What advice would you give yourself on day one of starting out in business? Her advice for herself on day one of starting out in business would be straightforward: "If you can't laugh at it, don't do it" Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Confidence is your most powerful sales strategy—own it before you pitch it – Dr. Donna Smith Bellinger Revenue generation starts with a mindset, not a marketing plan – Dr. Donna Smith Bellinger Stop asking for permission to succeed—just go get it  – Dr. Donna Smith Bellinger

Join Jennifer Stats on the Life and Listings podcast as she dives deep into one of the most crucial tools in real estate—your CRM (Customer Relationship Management) system! Whether you're a seasoned pro or just getting started, this episode is packed with must-know tips on organizing your contacts, optimizing your database, and setting yourself up for long-term success—without the dreaded rework. If you've ever struggled to keep your leads, clients, and business data in check, this episode is for you! Listen in and take your real estate game to the next level!    “Most people have way too many custom fields and tags that they're utilizing in their system. So think about segmentation. Segmentation is something that we want to be able to put a chunk of people in. If a tag only is going to apply to one person, it's not a tag or custom field, it's a note. If it's something that you want to segment, so it's all of your buyers, all of your sellers, all of your SLI, all of I don't know some other group of people that you want to be able to segment everyone that's interested in a specific city that is a tag or a custom field.”   Key takeaways: Understanding CRMs and Their Importance – Explanation of what a Customer Relationship Management (CRM) system is and why it's essential in real estate. Notes vs. Tags for Organization – Clarification on the difference between notes and tags, how to properly use them for segmentation. Consistency in CRM Usage – The importance of fully committing to a CRM, ensuring all contact details are correctly recorded. Updating CRM Information Regularly – Steps to keep contact details up to date, including adding new addresses after transactions. CRM Playbook Announcement – Introduction of the monthly playbooks, with a focus on the CRM Playbook. Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

Take a deep-dive research into home inspector marketing using website designs by InterNACHI's Official Vendor for websites, Inspector Website Builder at https://www.inspectorwebsitebuilder.com/. Learn about website analytics, tracking, social media posting, live chats, online scheduling, lead generation, CRM Customer Relationship Management, and much more. 

Take a deep-dive research into home inspector marketing using website designs by InterNACHI's Official Vendor for websites, Inspector Website Builder at https://www.inspectorwebsitebuilder.com/. Learn about website analytics, tracking, social media posting, live chats, online scheduling, lead generation, CRM Customer Relationship Management, and much more. 

Take a deep-dive research into home inspector marketing using website designs by InterNACHI's Official Vendor for websites, Inspector Website Builder at https://www.inspectorwebsitebuilder.com/. Learn about website analytics, tracking, social media posting, live chats, online scheduling, lead generation, CRM Customer Relationship Management, and much more. 

Take a deep-dive research into home inspector marketing using website designs by InterNACHI's Official Vendor for websites, Inspector Website Builder at https://www.inspectorwebsitebuilder.com/. Learn about website analytics, tracking, social media posting, live chats, online scheduling, lead generation, CRM Customer Relationship Management, and much more. 

Take a deep-dive research into home inspector marketing using website designs by InterNACHI's Official Vendor for websites, Inspector Website Builder at https://www.inspectorwebsitebuilder.com/. Learn about website analytics, tracking, social media posting, live chats, online scheduling, lead generation, CRM Customer Relationship Management, and much more. 

Take a deep-dive research into home inspector marketing using website designs by InterNACHI's Official Vendor for websites, Inspector Website Builder at https://www.inspectorwebsitebuilder.com/. Learn about website analytics, tracking, social media posting, live chats, online scheduling, lead generation, CRM Customer Relationship Management, and much more. 

Take a deep-dive research into home inspector marketing using website designs by InterNACHI's Official Vendor for websites, Inspector Website Builder at https://www.inspectorwebsitebuilder.com/. Learn about website analytics, tracking, social media posting, live chats, online scheduling, lead generation, CRM Customer Relationship Management, and much more. 

Take a deep-dive research into home inspector marketing using website designs by InterNACHI's Official Vendor for websites, Inspector Website Builder at https://www.inspectorwebsitebuilder.com/. Learn about website analytics, tracking, social media posting, live chats, online scheduling, lead generation, CRM Customer Relationship Management, and much more. 

Send us a textKeberhasilan suatu bisnis tidak hanya diukur dari produk atau layanan yang ditawarkan, tetapi juga dari kemampuan mengelola hubungan dengan pelanggan dan prospeknya. Saat berbicara tentang pertumbuhan bisnis yang prediktif dan berkelanjutan, database pelanggan menjadi aset paling berharga yang sering terabaikan.Pernahkah Anda berpikir mengapa beberapa bisnis dapat bertumbuh pesat sementara yang lain stagnan? Jawabannya terletak pada pengelolaan data. Tanpa informasi tentang siapa pelanggan Anda dan pola perilaku mereka, strategi pertumbuhan bisnis hanyalah tebakan belaka. "The second sales is the easiest sales" - menjual kepada pelanggan yang sudah ada selalu lebih mudah daripada mendapatkan pelanggan baru. Mengenali kebenaran ini adalah langkah pertama menuju ekspansi bisnis yang terstruktur.Penelitian menunjukkan implementasi CRM (Customer Relationship Management) dapat meningkatkan penjualan hingga 29% dan produktivitas tim hingga 34%. Platform seperti InfiniLeads memungkinkan Anda mengelola seluruh perjalanan pelanggan—dari prospek hingga pembelian berulang—dalam satu sistem terintegrasi. Menemukan pola pembelian pelanggan adalah "goldmine" yang memungkinkan Anda menduplikasi kesuksesan untuk scaling bisnis. Dengan segmentasi yang tepat, personalisasi komunikasi, dan otomatisasi workflow, Anda menciptakan pengalaman pelanggan yang lebih kuat tanpa menambah beban operasional.Digitalisasi pengelolaan pelanggan bukan lagi pilihan melainkan keharusan di era modern. Seperti menanam pohon jati, waktu terbaik untuk memulai adalah 20 tahun lalu, namun waktu terbaik kedua adalah sekarang. Jangan biarkan bisnis Anda tertinggal karena masih mengandalkan kartu nama atau spreadsheet untuk data berharga ini. Mulailah perjalanan transformasi digital Anda dengan mencoba InfiniLeads gratis selama 14 hari dan rasakan bagaimana CRM yang tepat dapat menjadi katalisator pertumbuhan bisnis Anda.Coba Gratis InfiniLeads https://infinileads.id/

In this insightful episode, we sit down with Justin Taylor, a real estate marketing expert, to discuss the transformative power of a well-implemented CRM (Customer Relationship Management) system. Discover how a CRM can be the backbone of your real estate business, enabling you to stay organized, personalize your client communication, and unlock new levels of success.   Key Takeaways: - Understand the importance of maintaining an up-to-date database and the hidden opportunities it can uncover - Learn how to leverage CRM features to segment your contacts and deliver tailored, personalized outreach - Explore strategies to build trust and rapport with clients by incorporating personal details and communication preferences - Discover the long-term value of a well-managed CRM as a sellable asset when transitioning your real estate business - Hear about a practical, affordable solution in Blueprint Training and Coaching that can help you implement and optimize your CRM   Whether you're struggling to keep your database organized or looking to take your real estate business to new heights, this episode is a must-listen. Unlock the full potential of a CRM and position yourself for long-term success.   Follow Justin: www.bluprintpro.com   We Educate and Motivate All Things Real Estate!   Monte Mohr owns Realty One Group Music City and has sold over $1 Billion dollar's worth of real estate and over 3000 homes sold over his 30+ year career!   Interested in joining Monte as an agent? www.topagentsuccess.com   Carey Ann Cyr manages and operates one of the Top Branches for CMG Financial in Franklin, TN. She and her team have become known for closing nearly impossible deals! They have processed over 300 million in mortgages since 2016 with over 613 families ushered into their dream homes!   Contact Carey Ann: www.yourtnlendingsolution.com     The Talk of Music City Real Estate is Produced, Voiced and Edited by www.itsyourshow.co  

The Business of Meetings – Episode 248 Unlocking Success: The 5 Essentials You Need for 2025 with Eric Rozenberg  As the year draws toward a close, Eric shares five essential aspects you need to consider to set yourself up for success in the coming year.  Join us as Eric dives into a mix of visionary ideas and concrete steps that you can implement immediately to ensure next year is your best year ever! 1. Define Your Long-Term Vision The foundation of success begins with a clear long-term vision. Consider why you started your business and what you want to achieve over the next 10 years. Your vision is your guiding light in the inevitable ups and downs you will experience as an entrepreneur. Even though team issues, unexpected crises, or technical glitches will likely arise, having a written vision will help you stay grounded. Review it every six months and use it as a compass during tough times. Remember, your long-term vision is not just for next year. It is your North Star for the entire journey you have ahead. 2. Set Clear and Measurable Objectives Translate your vision into actionable, measurable objectives for the next 12 months. Goals, whether they are sales targets or strategic implementations, are there to guide your focus and energy. Be ambitious yet realistic. Aim for goals that stretch your capabilities without overwhelming your resources. Review and refine your objectives quarterly, and involve your team in your process. Sharing clear objectives ensures everyone understands their role and prevents distractions from derailing progress. Let your goals serve as a filter for prioritizing activities and staying on track. 3. Create Your Ideal Week Map out your schedule, blocking time for family, personal health, and key business responsibilities. Life is unpredictable, so always allow some flexibility for unforeseen events. A visual plan will help you focus on what truly matters without overloading your days. Translate your ideal week into your calendar and commit to tasks like daily sales outreach. Remember, success lies in deliberate time management and ensuring that everything that matters gets done. 4. Master the Sales Process Sales is the lifeblood of any business, and success requires systems and consistency. Develop a sales playbook that includes your pitch, common objections, scripts, and processes. Implement a CRM (Customer Relationship Management) system to track interactions and commitments. A well-defined sales process will ensure you and your team operate effectively. Block dedicated time for sales activities in your calendar and review progress regularly. When you implement the right tools and processes, your sales efforts will consistently yield results. 5. Prioritizing Your Accountability Accountability is the glue that holds a plan together. Having an accountability buddy like a coach or a peer group or having someone to hold you responsible will ensure your consistent progress. Set weekly check-ins to review your commitments and plan upcoming actions. Remember that accountability fosters focus, forces follow-through, and keeps you aligned with your goals. It is a simple yet powerful tool for turning your plans into results. Final Thoughts To set yourself up for success next year, focus on a clear long-term vision, measurable objectives, an ideal week, a structured sales process, and accountability. By implementing those strategies, you will move from scattered efforts to a thriving, purposeful business. Connect with Eric Rozenberg On LinkedIn Facebook Instagram Website  

In this episode of Grow a Small Business, host Troy Trewin interviews Peter Curran and Renee Curran, founders of Digital Surfer, share their journey of building a $1.3M digital marketing business. They discuss the importance of work-life balance, quick recovery strategies, and the lessons learned from over 12 years in the industry. With a focus on leadership and team development, they highlight how investing in personal growth and embracing change has shaped their success. Tune in for insights on mastering business growth in a fast-paced digital world. Other Resources: Matt Raad, co-founder of e-Business Institute Australia, shares three decades of expertise and strategies to help elevate your business to new heights. (Episode 453) Liz Raad reveals the secrets to unlocking angel investment and accelerating businesses to million-dollar success through innovative online training. (Episode 457) Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here.   Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice.   And a snapshot of the final five Grow A Small Business Questions:   What do you think is the hardest thing in growing a small business? Pete and Renee Curran believe the hardest thing in growing a small business is managing cash flow and profitability. They stress the importance of understanding financials early on, particularly break-even points, and making quick decisions about which activities are truly profitable. What's your favourite business book that has helped you the most? Pete and Renee Curran's favorite business book that has helped them the most is "Profit First" by Mike Michalowicz. They believe this mindset shift of prioritizing profit over expenses has been invaluable for their business growth. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Pete and Renee Curran recommend listening to a variety of podcasts focused on business growth, self-development, and industry-specific topics. They enjoy podcasts related to management, self-improvement, SEO, digital marketing, and business success stories. They also mention podcasts like Matt and Lisa's, as well as those that focus on self-development and how to be the best version of yourself. What tool or resource would you recommend to grow a small business? Pete and Renee Curran recommend using Xero for managing business finances, as it helps track numbers and provides detailed insights into your business's financial health. They also mention the importance of having a CRM (Customer Relationship Management) system, such as Go High Level, to manage customer funnels, automate reminders, and streamline quotes, which can significantly aid in managing customer relationships and business growth. What advice would you give yourself on day one of starting out in business? Pete and Renee Curran's advice to themselves on day one of starting out in business would be "speed to market". Pete emphasizes the importance of not waiting for perfection and launching quickly, as market feedback will reveal what works and what doesn't. Renee, on the other hand, highlights the importance of "speed recovery" –  being able to quickly bounce back from setbacks, learn from mistakes, and move forward without holding grudges. Both stress the need for agility and resilience in business. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Sustainable success comes from balancing ambition with resilience — Pete Curran Trust your vision, but let data guide your decisions — Renee Curran Strong teams build strong businesses — invest in your people — Renee Curran Consistency beats brilliance—show up and deliver every day — Pete Curran      

Many business owners neglect to utilize fully, or in some cases even maintain, a robust CRM (Customer Relationship Management) system. This oversight can result in missed opportunities and stunted business growth. In this episode, Adam navigates through a robust strategy of executing major email promotions to engage clients and maximize revenue. Adam highlights how a well-maintained contact list could become a goldmine for your business, detailing methods of capturing, nurturing, and utilizing contacts to ensure consistent communication and sales growth. Listen in to uncover the secrets to ensuring your business remains in the minds of prospects, a simple yet impactful approach pivotal to doubling revenue without significantly adding to your workload. Understanding the immense value of email lists and why maintaining one is crucial for long-term business success. The necessity of consistent communication with prospects through emails, texts, and other means of engagement. Insight into converting organics lists into revenue by creating regular promotions and offers. The importance of employing CRM systems for tracking and nurturing client relationships efficiently. A call to action for business owners to move from working in the business to working on the business by implementing systematic solutions. Get your Business Growth Secrets SUCCESS PLANNER for FREE and profit like a pro: https://adamstottplanner.com/free-book47315172 Adam's website: https://adamstott.com/?el=Pod Watch the Episode on Adam's YouTube Channel: https://www.youtube.com/adamstottcoach?el=Pod Connect with Adam on Instagram: https://www.instagram.com/adamstottcoach/?el=Pod Join Adam's network on LinkedIn: https://www.linkedin.com/in/adam-stott-coach/?el=Pod Coaches, consultants, and business owners - lower your marketing costs, increase ticket prices, and get more high-ticket clients: https://3daybrandbuilderworkshop.com/start-here?el=Pod

Aujourd'hui, je reçois Clémentine Lavote pour parler d'un sujet fascinant : le marketing conversationnel. Clémentine nous partage son expertise dans l'utilisation du marketing conversationnel pour créer des liens authentiques avec ses clients et prospects, principalement via les réseaux sociaux.Dans cet épisode, Clémentine explique comment elle utilise le marketing conversationnel sur le digital, particulièrement sur les réseaux sociaux et un peu par mail. Elle aborde les éléments clés tels que la gestion d'un CRM (Customer Relationship Management) pour suivre ses interactions et l'importance de créer des contenus pertinents qui attirent les bonnes personnes. Clémentine nous raconte comment elle envoie des messages de bienvenue à ses nouveaux abonnés pour apprendre à les connaître, sans arrière-pensée de vente immédiate, et comment elle engage des conversations pour comprendre leurs problématiques.Elle partage également ses astuces pour ne pas passer pour un forceur, en se concentrant sur les besoins des autres plutôt que de parler d'elle-même. Elle insiste sur l'importance de nourrir les relations et d'être proactif dans la création de conversations. Clémentine nous donne un aperçu de sa routine de travail, expliquant comment elle jongle entre ses différentes activités tout en prenant soin de son bien-être, en intégrant des moments pour s'aérer la tête ou pratiquer l'équitation.Bref, un épisode riche en conseils pratiques et en expériences personnelles, parfait pour quiconque cherche à améliorer ses techniques de marketing conversationnel. À écouter de toute urgence ! Bonne écoute

Is your business constantly scrambling to keep up with the latest tech trends? You're not alone. In this episode of The Liquid Lunch Project, we bring in Ryan Pollyniak from Western Computer to help untangle the complex world of enterprise technology. With over 17 years of experience in the Microsoft Dynamics ecosystem, Ryan is your go-to guide for understanding how to leverage ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) systems to streamline your operations and boost growth.  Join us as we do a deep dive with Ryan into why Microsoft Dynamics stands out in a crowded field, how small to medium-sized businesses can effectively implement these powerful tools, and what the future holds with AI advancements in the tech landscape.    Episode Highlights: What exactly is an ERP? Ryan breaks it down for the uninitiated. The edge Microsoft Dynamics has over competitors like NetSuite and SAP. How Western Computer helps SMBs integrate powerful tools seamlessly. Timing your tech upgrade: When should a company move to a more advanced ERP? The future of AI in business applications—what's coming next? Why You Should Listen: If you're a small to medium-sized business owner looking to upgrade your tech game, this episode is packed with insights that can save you time, money, and a lot of headaches. Ryan shares invaluable advice on choosing the right systems and avoiding common pitfalls. Don't miss out—your business's future tech strategy could depend on it.   Favorite Quote: You don't want to be caught flat-footed when your company starts to grow. Start planning your tech upgrade now.   Connect with Ryan: https://www.linkedin.com/in/microsoftdynamicssolutions/ https://www.westerncomputer.com   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

In this episode of the Grow a Small Business podcast, host Troy Trewin interviews Aaron Chapman of Security National Mortgage company. Aaron shares insights into growing his business to $100M in production and building a high-performing team. He discusses the challenges and strategies behind his success, including his key achievements and the role of his dedicated team members. Tune in for valuable lessons on navigating business growth and leadership. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: 1. What do you think is the hardest thing in growing a small business? According to Aaron Chapman, the hardest thing in growing a small business is "getting your ass up and keep going when it seems as though everything is against you." He emphasizes that persistence and overcoming challenges are crucial, noting that the painful experiences often stick with you more than the wins. He advises using these difficulties as learning opportunities and not letting them deter you from continuing your efforts. 2 .What's your favourite business book that has helped you the most? Aaron Chapman's favorite business book that has helped him the most is "The Master Key System" by Charles F. Haanel. He also mentions "Outwitting the Devil" by Napoleon Hill as another highly impactful book. Both works focus on personal development and success principles. 3 .Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Aaron Chapman suggests leveraging a few key resources for small business growth. He highlights Darren Hardy's business philosophy for its practical and in-depth advice. He also recommends Napoleon Hill's Master Key Series available on YouTube, which provides timeless lessons on success habits. Additionally, Chapman stresses the importance of CRM tools for managing contacts and maintaining personal connections, noting their critical role in fostering business relationships. 4. What tool or resource would you recommend to grow a small business? Aaron Chapman recommends using a CRM (Customer Relationship Management) tool to grow a small business. He emphasizes its importance for managing contacts, tracking interactions, and maintaining detailed records about clients. This helps keep connections personal and organized, which is crucial for nurturing relationships and driving business success. 5 .What advice would you give yourself on day one of starting out in business? Aaron Chapman advises his day-one self to heed the advice of experienced mentors rather than assuming he knows everything. He underscores the importance of embracing Napoleon Hill's belief in the power of belief and applying knowledge from influential books. This approach is crucial for achieving success. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey. Quotable quotes from our special Grow A Small Business podcast guest: Surround yourself with great people and mentors; they'll help you see and achieve what you couldn't alone – Aaron Chapman A good business book is more than just words; it's a tool to reshape your thinking and drive your success – Aaron Chapman Remember, you're the sum of the five people you spend the most time with; choose wisely – Aaron Chapman

In this episode of Grow a Small Business, host Troy Trewin interviews Feras Alhlou, co-founder of Startup With Feras, sharing insights from 21 years of experience. He discusses scaling strategies for managing a 60-member team and cultivating a thriving business culture. With revenue generated exceeding $10 million, Feras offers practical advice on overcoming entrepreneurial challenges. To connect with Feras, feel free to reach out via LinkedIn, Facebook, Instagram, or Twitter. Other Resources: The Ultimate Recruitment Toolkit Online Short CourseThe 4 by 2 rule when growing a small business Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Feras Alhlou, the hardest thing in growing a small business is managing the mindset needed to handle unknowns and challenges. Entrepreneurs often underestimate the demands and difficulties, including financial constraints and the need to pivot or adapt. It's crucial to remain resilient and persistent, even when facing unexpected obstacles and uncertainties. What's your favourite business book that has helped you the most? Feras Alhlou's favourite business book that has helped him the most is "Good to Great" by Jim Collins. He found it foundational in understanding how to build and sustain a successful business. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Feras Alhlou recommends "The Startup of You" by Reid Hoffman, co-founder of LinkedIn, as a great book to help grow a small business. He also finds value in various YouTube videos and podcasts, such as Professor Scott Galloway's "Prof G Podcast," for insightful perspectives on business and entrepreneurship. What tool or resource would you recommend to grow a small business? Feras Alhlou recommends investing in a CRM (Customer Relationship Management) tool as a crucial resource for growing a small business. Additionally, he emphasizes the importance of implementing systems and processes, using tools like Asana or Basecamp, to streamline operations and enhance efficiency. What advice would you give yourself on day one of starting out in business? Feras Alhlou advises that on day one of starting out in business, you should "Don't quit." He emphasizes persistence and learning from mistakes, stating that no one can guarantee success, but having a good team, being smart, and putting in the effort greatly increase the chances of success. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: You have to lead by example and live the culture you want to see – Feras Alhlou Don't quit; persistence and learning from mistakes are key to success – Feras Alhlou Manage the imbalance of work and life with resilience and hard work – Feras Alhlou      

Welcome to the Artificial Intelligence Podcast with Jonathan Green! In this episode, we explore how AI can enhance your CRM (Customer Relationship Management) with our special guest, Michael Hudlow, a CRM expert.Michael provides a comprehensive overview of CRM systems, explaining their importance in managing customer information and improving business development decisions. He discusses the challenges of CRM implementation, especially the difficulty in getting team members to consistently input data. Michael highlights how AI can automate and streamline this process, making it easier for businesses to maintain accurate and useful CRM data.Notable Quotes:“Everyone is already using a CRM system of sorts… It's just probably not a great system.” - [Michael Hudlow]“With an AI component, it's much more like it's looking at everything and it will be able to say that company that is on your hit list was in the news today and they said this.” - [Michael Hudlow]“Write down on a piece of paper what is failing at your company or something that is holding you back… make sure those two or three things that you've highlighted are addressed.” - [Michael Hudlow]“The good news is all of these systems are extremely capable from a technical standpoint.” - [Michael Hudlow]Michael also provides valuable advice for smaller businesses looking for the right CRM system, emphasizing the importance of identifying specific needs and problems before choosing a solution. He recommends starting with niche CRMs tailored to specific industries and leveraging free versions of larger platforms like HubSpot for initial setup.Connect with Michael Hudlow: • Website: https://bitxiacrm.com • LinkedIn: https://www.linkedin.com/in/mmhudlow/Michael's expertise can help businesses navigate the complexities of CRM systems and ensure they get the most out of their investment.Connect with Jonathan Green The Bestseller: ChatGPT Profits Free Gift: The Master Prompt for ChatGPT Free Book on Amazon: Fire Your Boss Podcast Website: https://artificialintelligencepod.com/ Subscribe, Rate, and Review: https://artificialintelligencepod.com/itunes Video Episodes: https://www.youtube.com/@ArtificialIntelligencePodcast

This is going to be a fun episode because I have Travis, an expert in the real estate industry, joining me where he shares invaluable insights on the importance of the ISA role, lead conversion strategies, and the critical nature of follow-up. He highlights the need for simple and effective database management systems and the humanization of leads. Travis also discusses his work with Digital Maverick's DCM program, which has sent about 4 million texts and emails in just 106 days, underscoring the scale of their operations. Tune in to hear Travis's tips on training ISAs, handling difficult clients with grace, and maintaining a positive outlook in the fast-paced world of real estate.   “The more simple your system is, the easier it is for you to close deals. Because once you really boil real estate down, it's just talk to more people, sell more homes, make more money. Like that's really what it comes down to. So a lot of the gaps that we see in Database. Is, is they their smart lists don't match their stages, or they're too they're too critical on what the filters are and things like that. And it's just like last call made stage a, like, just, that's all you need.”- Travis Halverson   In this episode, let's explore:   Role and Importance of ISAs: Travis emphasizes that the ISA position is often seen as a stepping stone but he values it as a career.   Lead Conversion Tips: Effective follow-up and consistent action are critical for improving lead conversion. Simplifying the system and ensuring uniformity in managing leads can enhance efficiency and outcomes.   Database Management and System Setup: Clear definitions and simple systems for stages and smart lists in CRM (Customer Relationship Management) are essential.   Humanizing Leads:Treat leads as individuals with needs and interests rather than mere numbers. Effective communication involves having genuine conversations and understanding clients' needs.   Training ISAs: Training focuses on improving language and conversation skills rather than strictly adhering to scripts.   Digital Maverick and DCM: Digital Maverick offers various services, including database management through the DCM (Database Conversion Management) program. Travis's role involves helping multiple teams across states manage and optimize their databases for better lead conversion. About Travis Halverson:   Travis Halverson has been an ISA for 7 years, over 600 closings in his career, and currently managing 70+ databases across the country- he has finally found his niche in real estate. Travis is someone who is passionate about trying to ease the pain CEOs and Team Leads find with databases. Always coming from a place of simplicity- talk to more people, sell more homes, change more lives.   Connect with Travis:   Website: https://digitalmaverick.com Instagram:https://www.instagram.com/travishalversonnn/   Connect with Jennifer Staats:   Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

The hedge fund industry can learn a lot about monetizing data, especially through the lens of CRM - Customer Relationship Management.In this episode, long-time Salesforce executive Kyle Johnson joins us to discuss how CRM went from a fringe business concept to a core driver of today's corporate environment. And here's the key, CRM is really all about data. Names, phone numbers, emails, dates, etc. The genius comes in structuring that information in a format that salespeople can use to drive revenue and improve customer relations overall. And when it comes to hedge funds, customers are investors.Kyle explains how hedge funds can apply this CRM analogy directly - taking numbers from behind the scenes, structuring the data, then employing it through a platform that works specifically for the fund's investor relations. It's what CRM did for sales, yet customized for hedge funds. Key points include: automating investor outreachusing CRM to scale investor relationsenhancing brand perception and engagement via social mediadeveloping a customer-centric sales modelanalyzing investor dataintegrating CRM systemsimplementing technology solutions for operational efficiencyThe time is now for hedge funds to learn from the sales world. Structure their data. Improve investors relations and set new standards of customer care through technology. Thankfully, Kyle reveals it all in this critically valuable episode. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Sally stresses the significance of utilizing a CRM (Customer Relationship Management) system for efficient follow-ups, automated reminders, and appointment management. She refers to the CRM as the "beating heart" of her business, acting as a virtual staff member, especially beneficial for solo entrepreneurs. Sally encourages listeners to invest in a quality CRM, emphasizing its affordability at less than $4 a day. Drawing from her own experience, she underscores the importance of choosing the right CRM, likening it to selecting a specialist over a generalist. Don't miss this episode for more insights on optimizing your business with a reliable CRM. We just got featured on Feedspot's list of Australian women's lifestyle podcasts. Check it out at https://blog.feedspot.com/australian_women_lifestyle_podcasts/ Register here and take the first step towards your course creation success: https://www.sparkleclassacademy.com/infographic Connect with Sally and the Sparkle World:  Website: https://sparkleclassacademy.com/ Instagram: https://www.instagram.com/sallysparkscousins/ Youtube: https://www.youtube.com/@SallySparksCousins Facebook: https://www.facebook.com/SallySparksCousin  

In this captivating episode of Bridging the Gap, Matt Reiner delves into the conversation of CRM (Customer Relationship Management) tools with Kate Guillen, an operations and technology expert in the financial advisory sector. Kate's journey from aspiring whale trainer to tech-savvy specialist forms the backdrop as she shares her insights on revolutionizing CRM usage through her venture, Simplicity Ops. Together, they uncover the strategic approach to CRM adoption, emphasizing the foundational role of organized data and the progression towards sophisticated automations.As Kate and Matt navigate the complexities of CRM implementation, they address real-world challenges faced by financial advisors, from team adoption hurdles to data consistency issues amid organizational growth. Kate's advice shines through as she advocates for regular audits, the creation of a data style guide, and the appointment of a CRM champion to drive consistent usage. Through their discussion, it becomes clear that a well-maintained CRM not only streamlines contact management but also elevates client service models and bolsters operational scalability.This conversation highlights important topics within our industry including the phased CRM strategy, the importance of auditing data, and the standardization of client interaction processes. By embracing these actionable insights, financial advisory firms can transform their operational efficiency and enhance client servicing capabilities, paving the way for sustainable growth and success in the industry.

What does a balance beam have to do with scaling a business? More than you'd think. There's a reason gymnasts don't start on the high beam. In this podcast episode, Kimberly Spencer draws parallels between mastering skills on the low beam before aiming higher and how this applies to entrepreneurship. Whether it's honing focus or perfecting delegation, start small, build confidence, and when the time comes, you'll be ready for the big leagues. In this episode of the Crown Yourself podcast, host Kimberly Spencer shares a poignant moment she witnessed between a father and his daughter at a gymnastics class. The father's advice on overcoming fear and learning from falls resonated with Kimberly, prompting her to draw parallels to entrepreneurship. She reflects on her own business struggles, the emotional challenges of grief and motherhood, and the importance of resilience and self-care. Kimberly discusses strategic decision-making, the value of data in business and health, and the mindset shift from playing not to lose to playing to win. The episode is a blend of personal insights and professional strategies, ending with an empowering call to embrace one's journey and reign in life. #Entrepreneurship #GrowthMindset #PersonalGrowth What you will learn from this episode: Embracing the process of falling and getting back up Overcoming fear and embracing the coaching process Importance of trust and commitment in personal growth and entrepreneurship Practicing and building trust within oneself The metaphor of the balance beam and aiming for higher goals Embracing failure as a catalyst for progress and improvement Decision-making process and risks in entrepreneurship Reconnecting with purpose and prioritizing self-care Making strategic decisions and tracking key performance indicators Embracing resilience and commitment to playing to win Enjoy, sovereigns! Listen to the episode on Apple Podcasts, Spotify, Google Podcasts, Amazon Music, or your favorite podcast listening platform. You can also watch the episode on YouTube. Quotes: “If you want to grow to have a $1 million business, then you need to make sure all the team is swimming in the same direction.” ~ Kimberly Spencer “If you say that the goal is important to you and that's something you want to work toward but you aren't willing to do what the coach says as far as tasking is concerned, then you're not actually committed to the goal.” ~ Kimberly Spencer “The visionary needs space to create. And if you're in the grind of the day-to-day, doing all the things and doing all the stuff, then you don't have that space.” ~ Kimberly Spencer Moments of Note: The coaching conversation (00:00:00) A father coaches his daughter to embrace falling and getting back up, relating it to entrepreneurship and personal growth. The importance of falling (00:03:18) The father explains the importance of falling off the balance beam to overcome fear and make progress, drawing parallels to entrepreneurship. The practice on the lower beam (00:08:00) Kimberly discusses the significance of practicing skills and discipline on a lower level to prepare for higher goals. Fear of failure (00:13:47) The conversation about embracing failure and learning from it, with Kimberly sharing her own experiences and lessons learned. Playing not to lose (00:17:13) The concept of playing not to lose in business and the importance of shifting focus to playing to win. Investing and Pouring Money into Businesses (00:21:49) Assessing the purpose and risks of investing in businesses during a cash flow crunch. Rising from Grief and Reassessing Identity (00:23:00) Overcoming grief and redefining identity after personal losses and challenges. Empowering Business Decision-Making (00:24:19) Embracing humility and making empowered decisions to drive business success. Simplifying Business Processes (00:25:32) Transitioning to simpler systems and processes for better business management and growth. Data-Driven Decision-Making (00:28:18) Emphasizing the importance of tracking essential business data for informed decisions. Health and Fitness Assessment (00:29:17) Using data to make informed decisions about health and fitness practices. Commitment to High-Beam Practices (00:32:25) Embracing high-level practices for sustained success in business and personal growth. Mentions + Additional Resources: Dan Sullivan's Book "Ten X Is Easier Than Two X": 00:08:00 Brendan Bouchard's High Performance Academy: 00:08:00 Tim Ferriss: 00:09:00 Amanda Kaufman's Son Braxton: 00:13:47 Anthony Trucks: 00:09:00 Yosemite National Park: 00:09:00 Scarcity and Abundance Concept: 00:13:47 Iron Man: 00:13:47 Kimberly Spencer's Website "crownyourself.com": 00:00:00 Kimberly Spencer's TEDx Talk: 00:00:00 Kajabi: 00:26:42 CRM (Customer Relationship Management): 00:26:42 Tracking KPIs: 00:24:19 Simpler Program for Data Tracking: 00:28:18 Fitness Tracking App: 00:29:17 Additional Testing for Health: 00:29:17 Astrological Chart: 00:31:20

From Bootstrapped Beginnings to Rapid Expansion: Insights from the Founder of Drinxfactory. Learn How to Scale from 1 to 250 Team Members in just 4 Years! Gain Expert Strategies for Success in Business Development. (Ariah Michel) In this week's episode of the Grow Small Business Podcast, Troy chats with Ariah Michel, Founder of Drinxfactory Group based in Sydney, Australia. Ariah shares insights into his company's operations, focusing on merchandising and sales in the liquor sector of FMCG. They discuss the challenges of growth, the importance of operational processes, and Aria's vision to expand into New Zealand. Despite the rapid growth, Aria emphasizes the ongoing stress of managing a fast-growing business but also highlights the value of learning to use stress as a driver for high performance. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions:  1. What do you think is the hardest thing in growing a small business? Ariah believes that the hardest thing in growing a small business is getting started, particularly coming up with the initial idea. He emphasizes that while many people struggle with the idea, the key is to take the first step and start, even without a fully formed concept. 2. What's your favourite business book that has helped you the most? Although not a traditional business book, Ariah's favorite book that has significantly helped him is "Greenlights" by Matthew McConaughey. He appreciates its message about seizing opportunities (green lights) in life and being prepared to navigate challenges (red lights) until those opportunities arise 3. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Ariah recommends several podcasts and online learning resources for personal development and business growth. He enjoys podcasts such as "Talking From Scratch" by George McEwan and "Diary of a CEO." He particularly highlights a podcast featuring George Heaton, founder of Represented 24/7, for its inspiring story and valuable insights. 4. What tool or resource would you recommend to grow a small business? One essential tool Ariah recommends for growing a small business is a good CRM (Customer Relationship Management) system. He acknowledges that initially, he didn't invest in or see the necessity of a CRM system. However, he now realizes its importance in streamlining operations and relieving stress. Ariah's team uses monday.com as their CRM system, which he describes as a "Godsend." 5. What advice would you give yourself on day one of starting out in business? Looking back, Ariah would advise his past self on day one of starting out to "just keep going" and to "keep your head down." He emphasizes the importance of perseverance, resilience, and enjoying the journey, regardless of the challenges or successes encountered along the way. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey. Quotable quotes from our special Grow A Small Business podcast guest: "I think operation processes are the most important part of all businesses and are the backbone to success." – Ariah Michel "If you can master people, processes, and temperaments, you will have a very successful career." – Ariah Michel "If you're going to compromise quality, you have to turn it down." – Ariah Michel

Welcome to a detailed summary of the "Rainmaker Podcast" episode featuring Gui Costin and special guest Madeleine Sinclair, hosted by Dakota. In this episode, Gui and Madeleine delve into intricate discussions about sales strategies, team dynamics, leadership, and much more, tailored especially for professionals in sales and distribution roles.The episode kicks off with Gui Costin, the founder and CEO of Dakota, introducing the podcast's focus on sharing profound insights from leading sales and distribution executives. This session is particularly engaging as it features Madeleine Sinclair, the Head of Distribution for North America at Blue Owl Capital. Madeleine brings a wealth of experience from her previous roles at BlackRock and her comprehensive educational background with an MBA from NYU Stern.Madeleine begins by providing an overview of Blue Owl Capital, highlighting its growth in the alternative asset management sector and its expansive global presence with offices worldwide. Her personal journey from Kansas City to a leading position in a significant financial firm sketches a narrative of ambition, timely opportunity, and professional evolution.A significant portion of the conversation is dedicated to discussing the operational structure and sales strategies at Blue Owl. Madeleine outlines the organizational setup across various channels like wirehouses, regional independents, and RIAs. She emphasizes the importance of having a well-integrated team where each member plays a specific role, enhancing overall productivity and effectiveness in reaching and servicing clients.The sales process at Blue Owl, as Madeleine describes, is underpinned by a dual strategy of deepening relationships with existing clients and expanding the market by onboarding new producers. She mentions the use of "Market Activation Plans" which combine data analysis and strategic outreach to optimize sales efforts and team performance. The dialogue also touches on the importance of leveraging technology and data analytics to streamline processes and enhance decision-making.Leadership is another key theme addressed in this episode. Madeleine shares her philosophy of being a 'setup leader' who aims to empower her team by aligning their personal goals with the organization's objectives. Her approach emphasizes understanding and supporting her team's individual motivations and potential, fostering a culture of collaboration and collective achievement.Furthermore, the use of CRM (Customer Relationship Management) tools is discussed in depth. Madeleine compares CRM to the central nervous system of an organization, essential for managing relationships and operational efficiency. She advocates for a strategic use of CRM to not only store information but to actively guide sales strategies and client engagement.Gui and Madeleine conclude the podcast by discussing the critical role of communication within teams and the executive level. They highlight the importance of maintaining a regular and structured communication cadence to ensure everyone is aligned with the company's goals and strategies.Overall, this episode of the Rainmaker Podcast provides invaluable insights into effective sales management, strategic planning, and leadership from a seasoned professional in the field. It serves as a resource for sales professionals looking to refine their strategies and learn from the experiences of industry leaders like Madeleine Sinclair.

Join me in today's episode where I dive into the essentials of building and growing an email list from scratch in 2024. Learn about the best CRM (Customer Relationship Management) tools to manage your subscribers, and discover actionable strategies for creating content that captivates and converts. This episode is packed with valuable tips on starting, expanding, and engaging your email list to enhance your brand's outreach and effectiveness. Tune in to start leveraging email marketing for business growth and engagement today! Watch this episode on YouTube!!   Links from today's episode: Five:Turn Instagram Followers Into Email Addresses Stan:he All·in·One Creator Store Kajabi: Creator Studio Keap: complete business automation Join Brock's Email List  55 Instagram Stories for FREE 20 Easy B-roll Reels for FREE 25 Viral Hooks for FREE   Check out the top 25 Things You Can Delegate to a BELAY Virtual Assistant Today! Just text TRIBE —that's T-R-I-B-E—to 55123 to get access to this list and get started with BELAY today   Check out InstaClubHub!!  For Just $7!! The ONLY All-In-One Instagram Resource Community Designed To...Grow Your Following and Reach More Customers on Instagram™(All in Just Five Minutes a Day!) Go to InstaClubHub.com/Trial   Not great at tech? Use the service we use to grow our email list, create custom flows, sales funnels and take care of our customers every day http://keapnow.com/chalene   We would love to hear from you! Leave your questions or messages for Chalene and Brock RIGHT HERE   Join me on Patreon 7 Days for FREE!! THE ULTIMATE show for Lifers who want insider-girlfriend-relatable content. In other words, lots more tea! Go to http://chalene.com/more   Sign Up For MY WEEKLY NEWSLETTER     Connect with us on your fav social platform: Chalene: Instagram: www.Instagram.com/ChaleneJohnson    Facebook: www.Facebook.com/Chalene    TikTok: @chaleneOfficial Twitter: www.Twitter.com/ChaleneJohnson Brock: Instagram: @Brock11Johnson TikTock: @brock11johnnson

Sales is EVERYTHING in Business - How to Win at the Game of Sales - Part 3 In part three of the four-part series we focus on the critical role of CRM (Customer Relationship Management) tools and technologies in sales. Guest Sean O'Shaughnessy discusses the importance of leveraging CRM systems for improving internal business operations and managing customer relationships. The episode covers how CRMs help in making data-driven sales decisions, the necessity of integrating email and social selling strategies with CRM, and the invaluable role of such technologies in maintaining efficient communication and service to customers. The conversation also touches upon the versatility of CRM systems in managing prospects, leads, and ensuring consistent engagement through methods like email marketing and personalized contact strategies.   What we discuss with Sean: + Introduction to CRM and Its Importance + Advanced CRM Features: Email Integration and AI Tools + Maximizing Productivity with CRM: A Personal Experience + The Future of Sales: Embracing CRM and Technological Advances + Unlocking Data-Driven Sales Decisions + Exploring Industry-Specific Sales Strategies + Maximizing CRM for Customer Engagement + Leveraging Social Media and Email Marketing + Personalizing Customer Connections with Technology + Choosing the Right CRM for Your Business   Be sure to come back for part 4. And make sure to check out parts 1-2 if you missed any of the previous episodes!   Thank you Sean! To connect with Sean on Linkedin, click here. To check out Sean's website, click here.   Sign up for our FREE Business Course - Understand the 7 Phases of A business, so you know where you are now and where you need to go next! Go to https://www.millionaireuniversity.com/training.   If you enjoyed this episode with Sean, let us know by clicking on any of the links below to send him a quick shout-out: Instagram, Twitter, Facebook, Youtube, TikTok and LinkedIn. We'd love to hear from you! And if you want us to answer your business questions on an upcoming episode, drop us a line at support@millioinaireuniversity.com.

Sales is EVERYTHING in Business - How to Win at the Game of Sales - Part 3 In part three of the four-part series we focus on the critical role of CRM (Customer Relationship Management) tools and technologies in sales. Guest Sean O'Shaughnessy discusses the importance of leveraging CRM systems for improving internal business operations and managing customer relationships. The episode covers how CRMs help in making data-driven sales decisions, the necessity of integrating email and social selling strategies with CRM, and the invaluable role of such technologies in maintaining efficient communication and service to customers. The conversation also touches upon the versatility of CRM systems in managing prospects, leads, and ensuring consistent engagement through methods like email marketing and personalized contact strategies. What we discuss with Sean: + Introduction to CRM and Its Importance + Advanced CRM Features: Email Integration and AI Tools + Maximizing Productivity with CRM: A Personal Experience + The Future of Sales: Embracing CRM and Technological Advances + Unlocking Data-Driven Sales Decisions + Exploring Industry-Specific Sales Strategies + Maximizing CRM for Customer Engagement + Leveraging Social Media and Email Marketing + Personalizing Customer Connections with Technology + Choosing the Right CRM for Your Business Be sure to come back for part 4. And make sure to check out parts 1-2 if you missed any of the previous episodes! Thank you Sean! To connect with Sean on Linkedin, click here. To check out Sean's website, click here. Sign up for our FREE Business Course - Understand the 7 Phases of A business, so you know where you are now and where you need to go next! Go to https://www.millionaireuniversity.com/training. If you enjoyed this episode with Sean, let us know by clicking on any of the links below to send him a quick shout-out: Instagram, Twitter, Facebook, Youtube, TikTok and LinkedIn. We'd love to hear from you! And if you want us to answer your business questions on an upcoming episode, drop us a line at support@millioinaireuniversity.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Troy sits down with Alyona Medelyan, the founder of Thematic, a thriving business with $5 million in revenue. Alyona shares her entrepreneurial journey and offers invaluable advice for small business owners aiming to scale their ventures. Tune in for actionable insights and inspiration from Alyona's remarkable success story. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: 1 .What do you think is the hardest thing in growing a small business? According to Alyona Medelyan, the hardest thing in growing a small business is prioritisation. She emphasises the importance of working on the right things and saying no to the wrong things, as there are many distractions that can divert focus from revenue and growth. 2. What's your favourite business book that has helped you the most? Alyona Medelyan's favourite business book that has helped her the most is "Challenger Sale." This book emphasises the importance of creating value for customers during the sales process and highlights the significance of teaching customers something new rather than just selling to them. 3. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Alyona Medelyan recommends several podcasts and online resources to help grow a small business. She suggests listening to "Y Combinator Podcasts," particularly "How to Start a Startup," which emphasises customer-centric approaches. Additionally, "Startups for the Rest of Us" offers insights into bootstrapping. For broader entrepreneurial journeys, she enjoys "How I Built This" with Guy Raz. 4. What tool or resource would you recommend to grow a small business? Alyona Medelyan recommends using a CRM (Customer Relationship Management) tool to grow a small business. Specifically, she suggests Pipedrive for its simplicity, affordability, and effectiveness in managing sales processes and customer relationships. 5. What advice would you give yourself on day one of starting out in business? On day one of starting out in business, Alyona Medelyan would advise herself to hire the best people for the job - the smartest and most knowledgeable individuals available. This emphasises the importance of assembling a talented team to drive the business forward from the outset. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey. Quotable quotes from our special Grow A Small Business podcast guest: Listen to your customers, build, and everything else is a distraction – Alyona Medelyan   Building a kickass culture starts with spending time together, fostering empathy – Alyona Medelyan Learn by doing, test things out, and double down on what works – Alyona Medelyan  

Welcome back to Charged Up Studio, where we bring you insightful conversations with industry leaders and experts. I'm your host, Danna Olivo, and today we are continuing our Season 5 monthly focus on “Digital Leap: Navigating the Future of Business Transformation".  This week, we're diving deep into the latest trends and strategies in digital transformation for small businesses. Unless you've been living under a rock, you've likely heard the term CRM (Customer Relationship Management) thrown around in the corporate landscape. Today, we have a guest who made the leap from music and entertainment straight into the world of business and technology, focusing on customer engagement. As CEO and founder of Segwik, Pete Romano has firsthand experience with the struggles of bringing a concept to fruition. His expertise and lessons learned have led him to recognize the need for simplicity and efficiency in customer relations within the small business environment, providing a holistic solution that is easily adoptable, implementable, and scalable. Tune in to find out you, as a small and medium business owner can begin to integrate CRM into your overall business model to streamline systems and processes. Here's what you can expect to learn: The Role CRM plays in the digital transformation of a small business. How a CRM system can enhance and streamline your business marketing and operations processes to attract more money and customers. How a CRM system can scale your existing business. What are some cost-effective ways of integrating a reliable CRM system. How can CRM integrate with other systems to create a seamless digital ecosystem.  By listening and exploring these talking points you will gain valuable insights and guidance for incorporating a CRM system into your small business. Join us as we explore the world of Customer Relationship Management. For inquiries or to connect with Pete, reach out through the links below. linkedin.com/in/pete-romano segwik.com   pete@segwik.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The Growth Circle Podcast Episode 23: Building Your Investor Network In this episode, we delve into the essential strategies for building a robust investor list tailored to the real estate industry. Whether you're looking to sell or secure deals, understanding how to connect with the right investors can make all the difference. Here's what we cover: - Understanding Investor Intentions: We discuss the importance of identifying what you aim to share with investors. Are you looking to circulate off-market deals or seeking deals for yourself? - Types of Investors: We break down the different investor profiles you might need, including cash buyers, those preferring bank financing, or hard money lenders. We also explore the significance of understanding their preferred investment types, such as single-family homes versus commercial properties. - Finding Investors: Discover where to connect with potential investors, from local real estate groups and masterminds (both in-person and virtual) to leveraging social media platforms like Facebook. - Utilizing Online Resources: We introduce valuable online tools such as PropStream and ListSource, which can provide comprehensive lists of active property buyers in your area. The episode highlights the necessity of having a CRM (Customer Relationship Management) system to organize your contacts effectively. This setup allows for ongoing communication, updates on investor preferences, and easier identification of matching opportunities. Learn what information to collect from your investors—beyond just their contact details. Understanding their investment criteria, annual goals, and specific interests can facilitate more targeted and successful deal-making. Lincoln wraps up the episode by emphasizing the importance of keeping your investors' best interests in mind. By actively listening to their goals and preferences, you can position yourself as a valuable resource in their investment journey, thereby fostering long-term relationships. Whether you're new to real estate or looking to expand your existing investor list, this episode is packed with actionable insights to help you succeed. Links Prop Stream: https://www.propstream.com/?utm_source=bing_ppc&utm_medium=msa&msclkid=e4d66564eeaa1326479c00b9b5a2f2e1 ListSource: https://www.listsource.com/ For more insights and resources on real estate investment, and to keep up with the latest episodes of The Growth Circle Podcast, follow us on: The Growth Circle Facebook Page: https://www.facebook.com/thegrowthcirclepodcast Growth Circle Podcast on Instagram: https://www.instagram.com/growthcirclepod/ The Growth Circle Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-growth-circle-podcast/id1547508256 Join Lincoln Amstutz as he continues to explore various facets of real estate investment, offering listeners the knowledge and tools needed to grow and succeed in the dynamic world of real estate. --- Support this podcast: https://podcasters.spotify.com/pod/show/thegrowthcircle/support

« Un client, c'est un prospect à vie. » Bienvenue dans Caffè Croissance, le podcast qui vous parle de #Business et de transformation de soi. Parce qu'en affaires, toutes les manières de ‘croître' ne font pas ‘grandir', écoutez les tribulations des 2 entrepreneurs Tony Germini & Marco Brienza. SOMMAIRE DE L'EMISSION La clé du succès d'un vendeur, c'est sa relation avec les clients. Si hier comme aujourd'hui l'instinct du commercial le guide, les données peuvent judicieusement l'accompagner. Hier sous forme de reportings, aujourd'hui à coup de CRM (Customer Relationship Management), de parcours clients (ou customer journeys) et de lead score, il devient possible d'identifier puis de prioriser les meilleures pistes à suivre. Ce n'est pas tout d'avoir l'outil, encore faut-il savoir l'utiliser pour “nourrir” les clients et partager l'information en interne. DIGI-TALES - Finance worker pays out $25 million after video call with deepfake ‘chief financial officer' - Le canton de Neuchâtel n'est pas une terre des cryptomonnaies LA QUESTION DU JOUR: un CRM, est-ce vraiment utile à la relation client ? Marco Brienza : OUI, à condition que les 4 règles d'or suivantes soient respectées: 1. Dès le départ, les fiches clients doivent être bien renseignées: complétude des données socioprofessionnelles et mise(s) à jour régulière restent de mise 2. Mise à jour régulière des informations échangées avec le client: correspondance email ou coups de téléphone peuvent être suivis à travers le CRM. Pour ce faire, envoyer les emails et les appels directement depuis l'application CRM. NB 1: les PV de séance seront régulièrement ajoutés par le commercial chargé du client. NB 2: par “régulier”, nous entendons au min. 1x par semaine lorsque les efforts de vente sont réalisés en équipe (i.e. plusieurs commerciaux et/ou assistance administrative). 3. Les objectifs de vente sont intégrés et mis à jour dans le CRM, avec la granularité requise: objectifs mensuels, ou trimestriels ? Par catégorie client, ou par client? etc. 4. Les règles de lead score pour qualifier les prospects sont activées, avec 2 aspects à prioriser: (a) les points à accorder à chaque type d'interaction client (i.e. 5 points pour l'ouverture d'une newsletter, 15 points pour un clic sur le lien inclus dans la newsletter, cumulables à ceux obtenus pour l'ouverture de l'email, etc.) et (b) le nombre de points à atteindre pour l'étape de qualification Sales ready, permettant de convertir le Lead (génération de prospects, Marketing responsable) en Track (piste client à contacter, Vente responsable). Une fois les 4 règles d'or en place, nous recommandons encore 3 compléments applicatifs au CRM. De ceux qui transforment votre organisation: I. marketing automation: il permet (i) d'entrer en interaction avec les clients/prospects par l'intermédiaire de vos contenus et (ii) de qualifier les clients/prospects en fonction des interactions avec ces contenus. II. ticketing: suivi de projet client et/ou cas support, une solution de ticketing connectée au CRM permettra à l'account manager de mieux comprendre son client, tant sur le plan commercial que technique. III. Net promoter score: sondage de satisfaction client et bel exemple d'interaction / intégration entre CRM & marketing automation. Si le client y répond, le commercial est fixé sur son niveau de satisfaction en consultant sa fiche dans le CRM. INSPIRATIONS [EXPO] Un arrêt sur image en mouvement: Biennale de l'Image en Mouvement (BIM) au Centre d'Art Contemporain à Genève, jusqu'au 16 mai 2024. [RADIO] Lancement de PODKAST.FM, nouveau projet d'Odiolab pour lequel la récolte de fonds est lancée à travers l'opération Migros Support Culture! [QUOTE] "Ce ne sont pas les doux rêveurs qui réussissent, mais les rêveurs purs et durs" citation du Bréviaire de l'Homme d'Action, de François Garagnon

La aceleración digital en una empresa se ha convertido en un imperativo estratégico en la era contemporánea, donde la tecnología evoluciona a un ritmo vertiginoso. Estos procesos no sólo son una respuesta a las demandas del mercado, sino también una herramienta vital para mejorar la eficiencia operativa, la toma de decisiones y la experiencia del cliente. Para saber cómo lograrlo, en este episodio contamos nuevamente con el conocimiento de Emmanuel Cristal, que es emprendedor, comunicador y  CEO de SalesUp, una agencia especializada en e-Commerce y consultoría. Él comenta que “para poder llevar adelante un proceso de aceleración digital tenemos que adicionar un proceso de transformación cultural dentro de la empresa”: “Tenemos que aprender a liderar un equipo, pero también liderarnos a nosotros mismos con un nuevo enfoque”, remarca. La adopción de tecnologías emergentes permite a las empresas procesar grandes cantidades de datos de manera más rápida y precisa, y para ello no es necesario implementar grandes tecnologías o asumir grandes costos, sino que simplemente “podemos automatizar procesos internos o quitar tareas que no agregan valor”, sostiene nuestro invitado. “Se puede poner en marcha un sistema de CRM (Customer Relationship Management), que administra nuestra relación con el cliente de manera muy cómoda y unificada. Además permite la interacción con otras aplicaciones, lo cual hace mucho más eficaz toda la operación dentro del proceso de aceleración digital”, aconseja nuestro especialista, y añade: “También es clave implementar la comunicación interna mediante herramientas que puedan facilitar el trabajo colaborativo”.  Asimismo, existe el concepto de agilidad, que es cuando adoptamos metodologías flexibles que permiten rápidamente cambiar frente a las adversidades y aprovechar las nuevas oportunidades que nos da el entorno. “Muchas veces, las personas se resisten al cambio y les cuesta llevar adelante un proceso de aceleración digital, porque le temen a lo desconocido y les cuesta romper esa zona de confort”, lamenta Emmanuel. El desafío de adecuarse a los cambios viene acompañado del uso correcto de las tecnologías: “Hay un sinfín de herramientas en el mercado que hacen que los líderes de negocios tengan que capacitar rápidamente a sus equipos para poder utilizarlas”, afirma nuestro invitado. Por otro lado, debemos saber que tenemos que estar preparados para las nuevas habilidades que el mercado necesitará. “Son habilidades blandas, como pensamiento crítico, la resolución de problemas, la autogestión, el aprendizaje proactivo, la capacidad de autonomía de tareas, la tolerancia al estrés, etc.”, enumera nuestro especialista. Por otro lado, la Inteligencia Artificial juega un papel fundamental en la aceleración digital de una empresa, brindando diversas ventajas y oportunidades para mejorar la eficiencia, la productividad y la toma de decisiones. “Hoy cualquier empresa puede adoptar herramientas de Inteligencia Artificial para mejorar todos sus procesos internos”, asegura Emmanuel. El proceso de identificación de oportunidades digitales se erige como una tarea muy importante, exigiendo una comprensión profunda de las tendencias tecnológicas, el análisis de datos y una visión estratégica. “Hoy las redes sociales son el lugar donde hay interacción de forma permanente entre el cliente y la marca y eso hay que poder utilizarlo como una herramienta beneficiosa para el negocio, porque nos permiten la medición de datos y saber rápidamente el impacto de nuestra estrategia”, recalca nuestro invitado. Es posible medir las estrategias de aceleración digital de una empresa mediante una combinación de indicadores clave de rendimiento (KPIs) y métricas específicas. “La aceleración digital tiene indicadores de crecimiento, como el retorno de la inversión, la tasa de conversión, la cantidad de seguidores, etc., para plantear objetivos medibles que podemos superar con el paso del tiempo”, cuenta nuestro especialista, quien también recomienda “la incorporación de nuevas tecnologías” para “medir la agilidad de la compañía y así saber cómo se puede adaptar a los cambios repentinos del mercado, los cambios de la tecnología, etc.”. Instagram: @emmanuel.cristal

Follow Up Boss is a game-changer for realtors, offering a plethora of benefits that streamline and enhance their workflow. This comprehensive real estate CRM (Customer Relationship Management) system empowers agents by centralizing communication, lead management, and task tracking in one user-friendly platform. With Follow Up Boss, realtors can effortlessly organize and prioritize leads, ensuring that no potential opportunity slips through the cracks.

In this engaging episode the guest, Brook Borup, founder of My Clone Solution, based in the USA. Shares invaluable insights on scaling her business to over 600 clients and generating multi-million dollar revenue. Her thought leadership focuses on growth strategies and effective time management, offering practical tips for small business owners seeking rapid expansion while balancing work-life demands. Tune in to discover her secrets for business success. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here.   Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions:   The hardest challenge she highlighted in growing a small business is the struggle of not knowing how to efficiently manage the business aspects despite being skilled in the service or product offered. Brook Borup mentioned "The E Myth" as her favorite business book. This book seems to have made a significant impact on her, emphasizing the importance of systemizing and structuring a business effectively. Brook is a sprint learner, emphasizes the importance of podcasts for diverse skill acquisition. Strategic use of podcasts, like focusing on SEO-related content, aids professional development. Brook Borup emphasized a tailored CRM (Customer Relationship Management) as a pivotal tool for small business growth, enabling streamlined operations and efficient customer interactions, contributing immensely to sustained expansion. Brook Borup's advice to her younger self embarking on entrepreneurship nine years ago would be to sharpen her messaging promptly. Clear and concise communication about her business's essence would have facilitated better networking and streamlined client understanding, ensuring smoother growth. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Understanding priorities is key – if everything's a priority, nothing is – Brook Borup Jobs can be trained, personality cannot – it's the personality that makes or breaks your business – Brook Borup Be efficient and productive with your time, while ensuring a balance between work and personal life – Brook Borup      

In episode twenty-two of Podcasts Suck, Sebastian Rusk discusses the importance of marketing and promoting your podcast. He emphasizes the need to create micro-content from each episode and shares his favorite tool, for chopping up and repurposing podcast content. By actively promoting and sharing your podcast, you can effectively grow your show and reach a wider audience. PODCAST EDITING/HOSTING PLATFORMSHeadliner: https://www.headliner.app/Descript: https://www.descript.com/Kapwing: https://www.kapwing.com/TIMESTAMPS[00:01:01] Marketing and Promoting Your Podcast.[00:06:54] Including Podcast Episodes in Newsletters.[00:07:55] Swag and Podcast Marketing.[00:11:47] Create an Email List.In this episode, Sebastian Rusk delves into the significance of creating micro content from each podcast episode as the primary method of promoting a podcast. He emphasizes that simply recording a podcast episode is not enough, and in order to grow the show, it is necessary to actively market and promote it. In addition to creating micro-content, the episode also highlights the significance of having an email list and utilizing a CRM (Customer Relationship Management) system to capture people's information. By having an email list and using a CRM like go high level or click funnels, podcasters can continue to market their content to engaged listeners and build a loyal audience.QUOTES"So tip number one for the best ways to market and promote your podcast is to make sure that you're creating micro-content of some sort."“Tip number two, promoting and marketing your podcast. You need to make sure you have some sort of email list put together.”“You can promote anything your little heart desires. That's relevant to what you're talking about in the newsletter.”==========================Need help launching your podcast?Schedule a Free Podcast Strategy Call TODAY!PodcastLaunchLabNow.com==========================SOCIAL MEDIA LINKSInstagram: Instagram.com/PodcastsSUCKFacebook: Facebook.com/sruskLinkedIn: LinkedIn.com/in/sebastianrusk/Youtube: Youtube.com/@PodcastLaunchLabSebastian Rusk: https://sebastianrusk.com/==========================PAYING RENT? Earn airlines when you do with the Bilt Rewards MastercardAPPLY HERE: https://bilt.page/r/2H93-5474

Here's a secret foundation for building your real estate business. It's an acronym that most real estate agents don't know about, but it's essential to creating a successful business.  This episode will discuss the importance of setting up, optimizing, and engaging your database or CRM (Customer Relationship Management) system to generate a steady flow of deals for your business.  Your database is not just a tool for an organization but a valuable asset that can be sold if you decide to exit the real estate industry. Listen to this week's episode of The Real Estate Sales podcast to learn more about it! E - Everybody Goes in Your Database To ensure a comprehensive database, you must include everyone you know who could be a buyer or seller.  This includes renters, homeowners, and your sphere of influence.  Having a wide range of contacts in your CRM system allows you to reach out to them consistently and build relationships over time. N - Notes on Every Person As your database grows, remembering every detail about each contact becomes challenging.  Therefore, taking notes on each individual is crucial, capturing vital information and personal attributes that will help you deepen your relationship with them.  This includes interests, future plans, and anything discussed during conversations.  The more information you have, the better you can serve your clients, making your database more valuable. G - Generate Automated Property Emails By setting up your CRM system to send automated property emails, you can provide consistent value to your contacts.  For homeowners, these emails can feature updates on properties that have come on the market, gone under contract, or sold in their area, directly impacting the value of their home.  Potential buyers and renters can also receive property updates based on their preferred price range and preferences.  Prospecting becomes effortless as your CRM system generates property emails regularly. A - Add Personalized Value While automated emails are valuable, adding a personal touch can make a significant difference in building relationships.  Identify opportunities to reach out individually to contacts.  For example, if you come across a property that might interest a homeowner, send them a personalized email mentioning how it could affect their home value.  Similarly, if you notice milestones or achievements on social media, sending a congratulatory message demonstrates your attention and care.  Personalized value goes beyond automated systems, transforming your CRM into a relationship-building tool. G - Get Systematic and Social with Your CRM Establish a systematic approach for consistent communication to take full advantage of your CRM system.  Besides automated property emails, consider sending regular newsletters with community updates, featured properties, and local activities.  Highlighting events and happenings outside of real estate helps to engage your contacts on a more personal level.  Additionally, leverage social media platforms to connect with your contacts on a deeper level.  You can find them on social media, follow them, and engage with their posts.  Blending systematic and social elements makes your CRM a powerful referral machine. E - Every Interaction Prompts the Next Conversation Ensure no contact falls through the cracks by promptly recording and scheduling follow-ups for every interaction.  Each time you engage with someone, whether through calls, messages, or social media interactions, note it in your CRM system and set reminders for future conversations or actions.  Set specific to-do tasks for each contact, such as sending an unsolicited CMA to a homeowner in six months or suggesting properties to a potential buyer in three weeks. By following a systematic plan, you can maintain consistent communication and maximize deal opportunities. Effectively utilizing your CRM system as an ATM for your business requires an intentional and strategic approach. Following the ENGAGE framework, you can create a database that consistently drives deals for your real estate business. Stay proactive, organized, and engaged with your contacts to build a valuable asset that supports your business growth and success. “Your database or CRM is actually the opportunity of a lifetime for you. It is where you have the foundation of your business. It keeps you organized and allows you to have a sellable asset when and if you decide to exit real estate. As long as it is set up properly, it is set up to be systemized.” - Jimmy Burgess. Do you have a video or content idea perfect for your business? Share it with Jimmy! Connect with Jimmy Burgess on LinkedIn and Facebook, and his YouTube channel.  If you like what you heard today, we'd love it if you'd share a rating or review and then subscribe to the podcast and tell others about it. You can find The Real Estate Sales Podcast on Apple Podcasts, Google Podcasts, Spotify, Audible, and our website, The Real Estate Sales Podcast.

In this episode, I'm honored to interview Tyler King, the Founder of my favorite CRM which is Less Annoying CRM. We discussed the very essence of nurturing customer relationships. Tyler's visionary approach to CRM (Customer Relationship Management) has revolutionized the way businesses engage with their clientele. He shares his profound wisdom on creating not just customers but genuine advocates and partners. Learn how to establish trust, build lasting connections, and make your customers feel truly valued by using their application. We explore how he began creating CRM technology, the secrets to effective communication, and the power of a customer-centric approach in a digital age. Whether you're an entrepreneur, a seasoned business owner, or someone passionate about enhancing customer relationships, this episode is a goldmine of practical insights and inspiration. Join us as we unlock "The Power of Customer Relationships" with the exceptional Tyler King, and empower yourself to transform your business through the magic of authentic customer connections that are automated and you can access anytime anywhere.   Highlights Tyler's background in developing software and how it led him to create Less Annoying CRM How Curtis uses Less Annoying CRM with his assistant for scheduling and tasking. How a CRM increases one's business' value Ways users can link Less Annoying CRM with Google Calendar and MailChimp Different CRM platforms that you can use for your business Less Annoying CRM offers: Free, unlimited phone support to help personalize the CRM to a user's specific business Curtis' business strategy, which is broken down into lead generation, data management, and relationship building   Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i Connect with Tyler King GET THE EXTRA FREE MONTH ADDED TO YOUR TRIAL: www.lessannoyingcrm.com/invite/1D48F https://www.lessannoyingcrm.com/ https://www.linkedin.com/in/tylermking Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession  Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS

Find More Episodes on PCA Overdrive: https://www.pcaoverdrive.org/the-contractor-fight PCA Overdrive is free for members. Not a member? Download the app on the Apple Store or Google Play and enjoy a 7 day free trial! Become a member: https://www.pcapainted.org/membership-resources/ Join Tim and Derek as they explore the power of using a CRM (Customer Relationship Management) system to streamline communication and boost efficiency. They discuss how a CRM can improve customer communication, streamline processes, enhance data organization, and foster team collaboration. Tune in to learn how you can save time and increase productivity with this essential tool. In this episode, they discuss: The importance of organizing customer information digitally The benefits of using a CRM for your business Professionalism, accessibility, and information retrieval in today's business landscape The power of centralized information for enhanced performance The risks of losing valuable information without a CRM Improved customer service and sales through CRM usage Choosing the right CRM for your business

It really is more common place now than it has ever been to get a deposit on day of booking with your clients, especially for 1x cleanings.Customer Relationship Management SoftwearAlways get a 50% on DAY of Scheduling secures your spot on the Schedule.400.00 plus appliances 95.00 and 95.00= 590.00 divided by 2 is 295.00 deposit.Email plus add them into the digital calendar system. Method #1 OLD SCHOOLPDFPrint outsnap photossend back to your phone(always first come first serve) Method #2 getjobber.com https://share.getjobber.com/mzhfwVuMust have water and electricty on and in working condition prior to the arrival of cleaning tech.Merchant AccountValidate your Bank AccountSquareStripeQuickbooksMoney AppsZelleVenmoService FEE.Current CRM'sZenmaidGetjobberCustomer FactorSave yourself time...Get a digital calendar system.It's okay to get a deposit. When you purchase on line you always pay right then and there.Don't forget to get on the wait list for Cozy Blisshttps://purevergreen.com/Cleaning Business Contracts Class https://klean-freaks-university.newzenler.com/courses/basic-contract-bundlepurevergreen.com Kimberly Gonzales e/info@purevergreen.comkleanfreaksunversity.com Shannon Miller e/cleaningbusinesslife@gmail.comJoin my FB Group: https://www.facebook.com/groups/1583362158497744youtube: https://www.youtube.com/channel/UCIjMz_-9YyiFvNVIgb61iYg

What is a CRM and how can it help your business? As the marketer of your business, you're in charge of finding ways of getting your business in front of more people and connecting them to the right services. A CRM (Customer Relationship Management) allows you to supercharge how you interact with your existing and potential client. Dom Hodgson, The Pet Biz Wiz, joins the show to break down how to make the most of a CRM and find the hidden money in your business. Dom explains what a quality CRM can actually do, how to communicate with your clients, and help you understand your clients better. Main topcs What is a CRM How do I make the most of it? What are my options? How does it foster client relationships? Main takeaway: You are the marketer of the business, so make the most of it with a CRM! About our guest: Dom Hodgson was born in Sunderland , in the North East of England in January 1978. He left school at 16 and began a career as a singer and dance teacher before getting a 'proper job' as sales rep for a tobacco company. 10 years later he fancied a change and launched a dog adventure business called Pack Leader Dog Adventures. From there he got into dog training which eventually led to his online and offline dog training program and the launch of his Amazon bestselling, highly acclaimed book 'How to Be Your Dogs Superhero'. The year after Dom penned Walk Yourself Wealthy, which shows pet business owners how to turn their passion for pooches intoa profitable business. In 2018 Dom wrote his third book 'Worry Free Walks: How to transform your dangerous, difficult and devilish dog into a problem free pooch that your proud to take to the park. The latest book 'Worry Free Walks' is the first in a 5 book series that aims to fill the knowledge gap for dog owners who love their dogs dearly, but have no control over them. He lives in Sunderland with his wife Beth, two sons, Alex and Toby, and Barry (the Dogue de Bordeaux) and Sidney (the Cocker Spaniel). In no particular order he loves red wine, ballet, HBO television shows, cheese, baking bread and chillaxing at the park with his dogs and a Jack Reacher book. Links: https://petbizsuite.net Grow Your Pet Business Fast Pet Business Marketing Free Copy of Walk Yourself Wealthy Poodle to Pitbull Podcast Dom was also on episode 151, episode 112, & episode 259 Buy PSC Merch Give us a call! (636) 364-8260  Follow us on: Instagram, Facebook, Twitter Email us at: feedback@petsitterconfessional.com Full show notes and transcript   Sponsored by: ❤️ Our AMAZING Patreon Supporters   Time to Pet Visit: https://timetopet.com/confessional Code: 50% off first 3 months   National Association of Professional Pet Sitters www.petsitters.org

Welcome back to episode two of our sales and marketing mini-series! Dave Plivelich and John Duffield welcome back Dustin Pitcher, the co-owner of Dirty Bird Guns & Ammo, a local firearm and gunsmithing store. Dustin outlines the difficulties of advertising in his industry and how he had to think of creative solutions like collecting emails, creating reward programs, and having monthly giveaways. He started his business career in the car industry, where he then moved to sell yellow page digital products, which led him to work for The Marcom Group, where he learned the ins and outs of sales and marketing. He stresses the importance of using CRM (Customer Relationship Management) solutions and creating marketing strategies to increase your sales. LEARN MORE ABOUT DIRTY BIRD: Website: https://dirtybirdusa.com/ Address: 2420 Mohawk Street #700, Bakersfield, CA 93308 Email: info@dirtybirdusa.com Phone: 661-387-5200  

Are you a contractor who often feels overwhelmed by a flood of customer interactions and finds it challenging to keep up with the demands? It's time for a game-changer — a CRM system.   Join Tim and Derek as they explore the power of using a CRM (Customer Relationship Management) system to streamline communication and boost efficiency. They discuss how a CRM can improve customer communication, streamline processes, enhance data organization, and foster team collaboration.   Tune in to learn how you can save time and increase productivity with this essential tool.   In this episode, they discuss: The importance of organizing customer information digitally The benefits of using a CRM for your business Professionalism, accessibility, and information retrieval in today's business landscape The power of centralized information for enhanced performance The risks of losing valuable information without a CRM Improved customer service and sales through CRM usage Choosing the right CRM for your business Resources: == Attention Fighters! Don't miss your chance to grab tickets for the Mile High Profit Summit 2023. Visit http://MileHighProfitSummit.com and be part of our event in Denver. Together, let's conquer new heights!  

Picking the right CRM (Customer Relationship Management) can be a game changer for a digital marketer and is packed full of benefits, allowing you to centralise customer data, improve lead management, run effective marketing campaigns and more all from one place. In this podcast episode, we'll explore how you can pick the right CRM for your needs, discussing features, integration, audiences, pros and cons and any hidden costs involved. The nominations for The Digital Marketing Toolkit Awards are also now open! Visit and nominate your favourite digital marketing tool for its chance to win one of our bespoke, beautifully designed trophies! If you have any feedback on the show, please  and let us know. And, if you are really enjoying the show, please 

In Episode 25 of the Business Development Podcast, host Kelly Kennedy expresses his gratitude to those who have nominated the podcast for the Quill Podcast Award. He emphasizes the importance of consistency in business development and urges listeners to follow up regularly with prospects. Kelly discusses the challenges faced by business development professionals and shares his insights on building trust and developing strong relationships. He also highlights the significance of using a customer relationship management system (CRM) and recommends Pipedrive as a reliable option. Overall, Episode 25 of the Business Development Podcast emphasizes the importance of consistency, follow-up, and building trust in business development. Kelly Kennedy expresses his gratitude for the podcast's nominations and discusses the challenges faced by professionals in this field. Kelly emphasizes the significance of using a CRM and recommends Pipedrive as a suitable option. Through these discussions, listeners gain valuable advice on effective business development strategies.Key Takeaways: Consistency is important in business development, including regular follow-up calls and emails.Building relationships takes time and effort, just like personal relationships.Using a CRM (Customer Relationship Management) system like Pipedrive can be beneficial for managing business development processes.It takes an average of eight touches to book an initial meeting or conversation with a new prospect.Disqualifying prospects who are not interested can save time and energy.Continuing follow-up efforts can lead to more closed deals and successful business relationships.Research and proper digging are necessary to find the right contacts within an organization.Trust and good relationships take time to develop.Time management and prioritizing valuable prospects is important in business development.CRM systems should have a good process flow to ensure effective follow-up and organization.Adding new LinkedIn contacts and sending out invites regularly can help in business development.Personal relationships can serve as a model for building professional relationships.The importance of making enough phone calls or touches to reach prospects and book meetings.

If you're an entrepreneur or business owner, then you are no doubt aware of the challenges of running a seamless marketing-to-sales pipeline. But what do you do when your lead generation processes aren't resulting in sales, and your customer retention rates are continually dropping, no matter what you try? Joining us today to answer all these questions, and more, is Ben Rigsby, Co-founder and President of SnapShot Interactive, and President of ECOS. Throughout his career, Ben has helped countless clients create frictionless digital processes that elevate the client experience, and in today's episode, he shares his expertise with us! Tuning in you'll hear Ben provide a detailed breakdown of how to fix lead generation, speed up the sales process, and provide lifetime value for clients. He delves into the important relationship between marketing and sales, how to identify sales-qualified leads (SQL), and what you can do to foster synergy between your marketing and sales processes. We also discuss the power of CRM (Customer Relationship Management) tools like HubSpot, how to use them, the importance of innovation, and much more. If you want to create a digital infrastructure for a thriving sales and marketing process, but aren't sure where to start, then today's episode is for you!