Podcasts about crm integration

In this episode of B2B Marketing Excellence in AI, Donna Peterson, CEO of World Innovators, explores a challenge that every B2B marketer faces—how to effectively reach decision-makers in a way that is efficient, accurate, and fosters real business relationships.For years, marketers have relied on traditional methods like searching LinkedIn, scanning company websites, and manually compiling lists. These approaches are not only time-consuming but often yield outdated or incomplete information, leading to frustration and missed opportunities.Donna introduces Seamless AI, a tool that helps companies streamline their prospecting efforts, improve the quality of their outreach, and create genuine connections with the right people. By integrating with CRM platforms like HubSpot and Salesforce, Seamless AI enables marketers to execute multi-channel campaigns with confidence and a personalized approach that builds trust.Key Insights from This Episode:The importance of precision in targeting decision-makersHow to use AI to save time and eliminate guesswork in lead generationStrategies for multi-channel engagement, including LinkedIn outreach, email follow-ups, and postal marketingHow Seamless AI integrates with CRM systems to create a seamless sales and marketing workflowThe role of authenticity in marketing—why building relationships matters more than everReal-world examples of companies that have successfully improved their marketing efficiency with AI Episode Breakdown:00:23 – The Challenge: Reaching Decision-Makers Efficiently02:17 – The Power of Seamless AI in Lead Generation03:01 – How AI Improves Accuracy and Saves Time05:12 – Implementing a Multi-Channel Approach for Higher Engagement10:36 – CRM Integration: Ensuring a Smooth Workflow for Sales and MarketingDonna has spent over 40 years helping companies find quality sources, build meaningful relationships, and implement marketing strategies that deliver results. Her goal is to provide businesses with insights that help them grow in a way that is strategic, ethical, and effective.This episode is a must-listen for marketing and sales leaders who want to work smarter, not harder. Instead of chasing lists and hoping for responses, learn how to connect with decision-makers in a way that is efficient, thoughtful, and impactful.If you would like to discuss your specific audience with Donna, please feel free to email her: dpeterson@worldinnovators.com

Get LeadzFlowAI - the ultimate B2B lead generation solution for digital entrepreneurs like you! More details at https://leadzflowai.com LeadzFlowAI City: Portland Address: 2709 N Hayden Island Dr Website: https://leadzflowai.com/

Showroom traffic may be down, but the deals are still there—if you know where to look. In this episode, Lindsey Shaker, Marketing Director at Shaker Automotive Group, reveals her problem-solving mindset and the hacks she uses to uncover hidden opportunities that many dealers miss. If you're wondering why your dealership isn't seeing the foot traffic you expect, this conversation is for you. Lindsey dives into the often-overlooked areas in dealership marketing, from phone systems to call tracking, and explains how small gaps in these processes can have a big impact on your sales. She shares her unique approach to tracking ROI and shows how digital marketing, when optimized, can drive phone calls and appointments that close faster and more effectively than traditional leads. We talk: phone systems, tracking ROI and sourcing, phone lines, reporting, call transcripts and keywords + so much more! Talk about learning work hacks - here ya go!! ANd thank you Lindsey!  With the right systems in place, Lindsey reveals how she helps her GM's tie marketing efforts directly to sales, even when showroom traffic is weak. She explains how she audits every 45 days to ensure call tracking and reporting are spot-on, and how she's solved issues related to missed opportunities, inaccurate reporting, and inconsistent CRM logs. If you're struggling with where to spend your marketing dollars or why your leads aren't converting as expected, Lindsey's insights will help you uncover the root causes—and show you that the sales are already waiting for you, right under your nose. Tune in to discover how to fix the gaps and start closing more deals today! Dealer Talk with Jen Suzuki Podcast |Jennifer@edealersolution.com | 800-625-1590 | edealersolutions.com

When you grow your audience to build your business, you need to manage your leads. It isn't enough to get people to subscribe to your podcast. You need to get them to your email list. GROW YOUR SHOW BY GROWING YOUR LIST When I was first starting out, I hired Cindy as my coach. She was helping me build the infrastructure that would help me grow my business. Cindy is a visibility coach. She helps people get noticed. Just what I needed to grow my audience and business. One day on a call, Cindy suggested I participate in a giveaway to grow my email list. A giveaway is a marketing tactic where a group of experts join together to help each other grow. One expert is the host of the giveaway. This person builds the back end and manages the giveaway. A number of other experts each contribute a free gift. They all then promote the giveaway to their lists. The email recipients opt in for the giveaway, which grows the list of the giveaway host. Then the email recipients decide which gifts they would like, and they opt in for those gifts. This grows the list of the contributor. The better the gift, the better chance an expert has to grow their list. YOUR LIST OR YOUR PODCAST But I wanted to grow my podcast audience, not my list. On the call that day, I told Cindy the same thing. She told me growing the list would grow the audience. Each time you release a new episode, you can email your list and remind them to listen. That was the day I understood the power of the process. If you invite people to your podcast when you are on stage, they may come listen to your show. If they don't come back or subscribe, you have no way to contact them again. But if you invite them to your email list with your lead magnet when you are on stage, you have their name and email address until they unsubscribe. Now you can reach them each time you release a new episode. When I started building my email list, my podcast audience started to grow. Soon, I started to realize I needed to organize the contacts on my email list. That's where a powerful CRM tool comes into play. MANAGE YOUR LEADS ON YOUR LIST There are a variety of CRM tools, or customer relation management tools, available to manage your list. These tools help you manage your interactions with customers, build customer relationships, and grow your business. Many people are surprised when I suggest people on stage don't send people to the podcast. Instead, send them to your email list. When you get people on your email list, you need to keep them organized and manage your leads. This allows you to send relevant information to each segment of your audience while reminding the entire list to listen to the podcast. So, how do you choose a CRM to manage your leads? MANAGE YOUR LEADS WITH RAMESH DEWANGAN I've invited Ramesh Dewangan to join us and help us develop a plan. Ramesh is the Founder and CEO of Quantum Vision Consulting. He brings over 30 years of global experience in software development, product management, and marketing to help entrepreneurs and small businesses achieve rapid growth by implementing innovative business practices and systems. Ramesh specializes in business growth through automated marketing and sales using CRM and mobile applications. Download Ramesh's free eBook "Driving Business Growth: Discover how CRM accelerates business success" at

In this episode of The D2D Podcast, we dive into the world of sales digitization with Austin Rosenbaum, founder, and CEO of Demand IQ. Austin shares his nine years of expertise in marketing and technology within the solar industry, focusing on how Demand IQ revolutionizes sales for home improvement companies. Demand IQ's software empowers contractors by streamlining customer interactions, converting clicks and door knocks into high-quality leads, and automating workflows to maximize efficiency.Austin explains the platform's key features, including its customizable tools that help build customer trust through instant estimates and educational content, ultimately enhancing conversion rates. Demand IQ offers comprehensive solutions tailored to businesses of all sizes, from startups to large enterprises, ensuring seamless CRM integrations and data-driven results. He also highlights the platform's expansion into the roofing industry, showcasing how their software adapts and innovates to meet the evolving needs of home services companies.This episode is a must-listen for anyone looking to optimize their sales processes and enhance customer engagement through cutting-edge technology.Key Questions Answered in this Episode:How can Demand IQ optimize my door-to-door sales strategy?What are the benefits of using instant estimates for home services sales?How does Demand IQ integrate with CRM systems for solar and roofing companies?What features make Demand IQ's software effective for home improvement businesses?How can educational content increase customer conversion rates in solar sales?To learn more about how Demand IQ can transform your sales process, visit DemandIQ.com or reach out directly to their team.Thank you for listening! Don't miss out on future episodes! Subscribe to The D2D Podcast on Apple Podcasts and Spotify.Follow us on Facebook and Instagram. You may also watch this podcast on YouTube!You may also follow Sam Taggart on Facebook, Instagram, and TikTok for more nuggets on D2D and Sales Tips.

Are likes and follows all that you sought? Think again. Vladimer Botsvadze reveals what personal branding is all about and why you need to build it if you're running an eCommerce business. Discover how to use AI while still showing care efficiently and why emotional intelligence matters the most in any business nowadays.

In this episode, hosted by John Kaplan and John McMahon, guest Greg Resh shares his extensive experience as an EVP and CFO of Sagamore Ventures. The discussion delves into Resh's diverse background, covering a wide range of industries from sports to technology. Resh provides insights into the differences between B2B and B2C selling, the critical importance of accurate forecasting, and navigating the private equity landscape. He shares strategies for securing revenue predictability that paves the way to growth, recommending leaders focus on honest communication, strategic alignment, and choosing the right productivity and CRM tools. The conversation also touches on investment opportunities in emerging markets such as EVs, AI, and blockchain, and the nuances of working with PE firms versus family offices.Tune in and learn more on this episode of The Revenue Builders Podcast.ADDITIONAL RESOURCESConnect and learn more about Greg Resh: https://www.linkedin.com/in/greg-resh-4942139/Strategies for Selling an AI Solution:https://hubs.li/Q02GXNTZ0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:03:38] Greg Resh's Diverse Career Journey[00:06:54] B2B vs B2C Sales Insights[00:14:24] Challenges in Revenue Prediction[00:30:30] The Importance of CRM in Sales and Finance[00:35:36] The Need for Real-Time Productivity Tools[00:37:31] Accountability in Sales Forecasting[00:39:14] The Importance of Accurate Predictions[00:41:29] Building Reconciliation Plans[00:42:58] Investing in High Performers[00:46:59] The Role of AI in Business[00:48:15] Investing in Emerging Industries[00:58:20] Private Equity and Family OfficesHIGHLIGHT QUOTES[00:04:16] "I think the part I appreciate the most in retrospect is definitely getting to see these different industries, and really the fact that most of them have had B2B and B2C components."[00:07:41] "It's easy for sure, but I do think it's a little simpler or less complex to sell B2B because you can actually go in and go to that business or that sector, that industry, and really figure out what they're trying to do."[00:16:29] "I think forecasting accuracy is just as important as over-delivering by 20%."[00:18:04] "You can't cut your way to growth. You can't overreact to a miss, but that's why if you're really on top of things and accurate, then you can really manage a business in a short minute, a long term basis more effectively."[00:20:12] "You're negotiating on both sides, right? You're trying to get them up to a realistic number, you're trying to figure out how to put a bogey on top or close that gap or be strategic and creative there."

Zach Hesterberg is the founder of Hesterberg Consulting, a marketing & consulting firm helping professional service providers use advertising, marketing funnels and ai to book more sales appointments and predictably scale their business.Join us for an exciting conversation with Zach Hesterberg as he shares his insights on simple hacks to convert ads to appointments, AI appointment setter workflows, and the future of AI in sales.Takeaways:Use specific ad copy for qualified leads.AI tools like WooSender book more appointments.Targeted form questions filter leads.Connect with Zach HesterbergFacebook | InstagramWebsite: www.hesterbergconsulting.comTimestamps:00:00 Wake up early to increase productivity.03:24 Targeted ads focus on specific copywriting tactics.08:41 Qualifying questions ensure financial suitability for services.12:01 Automated sales team calendar and lead management.15:10 Platform consistently drives higher bookings due to conversational approach.17:58 Limitations in program prevent desired customization options.22:40 Efficient, seamless processes for campaign workflows.23:21 Send data to multiple platforms for safety._____________________________________________

Thomas Ryan is the CEO and founder of Bigly Sales, a startup transforming the sales landscape. Bigly sales have helped others boost marketing and sales with AI-powered solutions.In this episode, Thomas Ryan, CEO of Bigley Sales shares the potential for automation in sales processes. He discusses the limitations of traditional sales methods and the need for efficient tools and AI-driven automation. Thomas emphasizes the importance of integrating various communication channels into a unified platform and the shift towards AI-powered, personalized marketing. He also addresses regulatory challenges, the evolving role of sales development representatives, and the impact of AI on global call centres and enterprise sales strategies, and much more!TimestampsAutomation in Recruiting (00:01:05)Challenges with CRM Integration (00:02:06)The Evolution of Sales Outreach (00:04:28)The Future of SDR Role (00:07:33)Impact on Call Centers (00:14:24)Scaling into Enterprise (00:16:01)Effective Use of Discounting (00:18:47)Discounting and Long-Term Contracts (00:19:34)Impact of AI on Sales Processes (00:21:32)Sectors Most Affected by AI (00:25:24)Skill Set for Future Careers (00:28:32)Transformation of Employment and Business Operations (00:30:29)Regulations and Sales Strategies (00:35:08)Future of Sales with AI (00:32:26)Cold Outreach and Advertising (00:39:34)Targeting Larger Enterprises (00:42:48)Thomas's Links LDN– https://www.linkedin.com/in/thomas-ryan-5302751Website – https://biglysales.com/My Links Podcast: https://lifeselfmastery.com/itunes YouTube: youtube.com/lifeselfmastery Twitter: https://twitter.com/rohitmal 5-day email course: www.enterprisesalesexpertise.com

Optimize the sales process by integrating internal and external data with Copilot for Sales. Create enriched email summaries, customized meeting prep documents, and actionable meeting recaps to improve customer interactions. Copilot uses AI to generate insights and suggest actions based on comprehensive data, ensuring sales teams have all the necessary information at their fingertips. Create custom AI experiences using Copilot Studio with zero code. By adding Copilot extensions, users can connect to external data sources and build tailored AI skills. Eric Boocock, Copilot for Sales Principal Program Manager, shares how Copilot for Sales works and how to build Copilot extensions to connect with other systems for personalized experiences. ► QUICK LINKS: 00:00 - Copilot for Sales 00:36 - Baseline experiences 02:13 - Bring in external data 03:26 - Use Copilot to respond to emails 03:54 - Meeting prep and meeting recap 04:52 - Security and Responsible AI 06:27 - Copilot extensions 09:09 - Publish Copilot extensions 09:40 - Wrap up   ► Link References Check out https://aka.ms/CopilotforSalesExtensibility  Stay updated on monthly releases at https://aka.ms/CopilotforSalesUpdates   ► Unfamiliar with Microsoft Mechanics?  As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft. • Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries • Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog • Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast   ► Keep getting this insider knowledge, join us on social: • Follow us on Twitter: https://twitter.com/MSFTMechanics  • Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/ • Enjoy us on Instagram: https://www.instagram.com/msftmechanics/ • Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics

Real-time database integration has become essential in today's data-driven business environment, offering the capability to access and analyze data promptly. However, integrating databases with customer relationship management (CRM) systems has historically been complex and time-consuming, demanding extensive coding and development efforts. Real-time data integration has emerged as a revolutionary concept reshaping the business landscape. Leading … Continue reading Stacksync: Simplify data syncing, streamline CRM integration @ CES 2024 → The post Stacksync: Simplify data syncing, streamline CRM integration @ CES 2024 appeared first on Tech Podcast Network.

Real-time database integration has become essential in today's data-driven business environment, offering the capability to access and analyze data promptly. However, integrating databases with customer relationship management (CRM) systems has historically been complex and time-consuming, demanding extensive coding and development efforts. Real-time data integration has emerged as a revolutionary concept reshaping the business landscape. Leading this transformation is Stacksync, a company at the forefront of real-time data integration. The company's product allows for faster integrations and syncing of data, giving all aspects of a company access to crucial data they wouldn't traditionally have access to.Real-time data integration for CRMs: Revolutionizing business operationsTraditionally, linking a CRM with various databases and systems involved extensive coding and time-consuming efforts. Developers had to invest months in crafting intricate workflows to ensure seamless data sharing. This not only consumed time but also incurred significant costs. Stacksync, however, introduces a groundbreaking no-code solution, enabling the connection of CRMs and databases within just five minutes.But how does Stacksync achieve this code-free integration seamlessly? The company encapsulates complexity into a user-friendly interface, delivering robust data without the need for developers to manually resolve database or CRM issues. Stacksync guarantees a real-time, two-way sync, ensuring data is consistently up-to-date and accurate.The implementation time for Stacksync is impressively fast, with businesses able to integrate the platform within 10 days, even for projects that typically take six months. This swift turnaround time underscores the efficiency and user-friendliness of Stacksync.A different approach to handling dataStacksync's real-time and two-way sync capabilities set it apart from other integration solutions. By transforming the database into a read-and-write interface, Stacksync facilitates the seamless flow of real-time raw metrics, computed metrics, and AI-processed data insights to CRM systems. This eliminates the need for complex workflows and significantly reduces the time and budget required for integration.Stacksync also includes real-time batching, which optimizes API usage and reduces costs. Instead of numerous API calls for each modification to the database, Stacksync batches these changes, making only a few API calls. This enables businesses to modify large amounts of data while consuming fewer API credits, resulting in substantial cost savings.Real-time data improves the customer experienceThe implications of real-time data integration for CRMs are profound. Businesses gain access to the most current customer information, allowing for immediate action. For instance, a B2B SaaS company can monitor a customer's platform interactions within the last 24 hours, identify usage issues, or detect cart abandonment. This real-time data enables direct engagement within the CRM or marketing platform, eliminating the reliance on additional data sources.But, the platform also gives access to this data to areas of the company that would not have had it previously. In our previous example, if the customer had called for support, the agent likely would not know that there had been a cart abandoned the day before. Having this info, and the contents of that abandoned cart could help the agent solve the customer's issue that previously would have been a void.Furthermore, the impact extends to artificial intelligence (AI). Real-time data analysis enables AI algorithms to identify customer preferences, interests, and behaviors, allowing businesses to tailor their offerings and marketing messages. This not only reduces reliance on Salesforce but also amplifies the effectiveness of marketing campaigns.Who is Stacksync designed for?The use cases for Stacksync's real-time data integration platform are diverse, primarily benefiting companies with 30 to 250 employees actively utilizing CRMs and maintaining sales teams. Real-time data access empowers businesses to make informed decisions, personalize marketing efforts, and enhance overall customer satisfaction.Furthermore, Stacksync's platform is scalable, meaning it can handle large data sets and millions or billions of records. This makes it suitable for companies of all sizes, from small startups to massive enterprises with extensive Salesforce instances. The platform ensures that real-time data integration remains efficient and effective, regardless of the scale.One of Stacksync's key advantages lies in its ability to handle large and unstructured datasets. As businesses accumulate vast amounts of data in the era of artificial intelligence (AI), Stacksync allows users to input this data into its platform seamlessly. The platform then writes the data back into the database, enabling businesses to leverage AI for processing and analyzing data, extracting valuable insights without the need to touch the API.ConclusionTo summarize, Stacksync serves as a game-changer by making real-time database integration easy for businesses. The platform's no-code solution simplifies the integration process, saving time and money. Access to real-time data empowers businesses to make informed decisions, personalize marketing efforts, and enhance customer satisfaction. With Stacksync's scalability and customizable features, businesses of all sizes can harness the power of real-time data integration, positioning themselves for success in the data-driven era, especially as AI continues to evolve. Stacksync stands as a leader in providing businesses with the essential tools to thrive in this data-centric revolution.To learn more about Stacksync, to get a demo, or to sign up for yourself, head over to their website.Interview by Christopher Jordan of The Talking Sound.Sponsored by: Get $5 to protect your credit card information online with Privacy. Amazon Prime gives you more than just free shipping. Get free music, TV shows, movies, videogames and more. The most flexible tools for podcasting. Get a 30 day free trial of storage and statistics.

Real-time database integration has become essential in today's data-driven business environment, offering the capability to access and analyze data promptly. However, integrating databases with customer relationship management (CRM) systems has historically been complex and time-consuming, demanding extensive coding and development efforts. Real-time data integration has emerged as a revolutionary concept reshaping the business landscape. Leading this transformation is Stacksync, a company at the forefront of real-time data integration. The company's product allows for faster integrations and syncing of data, giving all aspects of a company access to crucial data they wouldn't traditionally have access to.Real-time data integration for CRMs: Revolutionizing business operationsTraditionally, linking a CRM with various databases and systems involved extensive coding and time-consuming efforts. Developers had to invest months in crafting intricate workflows to ensure seamless data sharing. This not only consumed time but also incurred significant costs. Stacksync, however, introduces a groundbreaking no-code solution, enabling the connection of CRMs and databases within just five minutes.But how does Stacksync achieve this code-free integration seamlessly? The company encapsulates complexity into a user-friendly interface, delivering robust data without the need for developers to manually resolve database or CRM issues. Stacksync guarantees a real-time, two-way sync, ensuring data is consistently up-to-date and accurate.The implementation time for Stacksync is impressively fast, with businesses able to integrate the platform within 10 days, even for projects that typically take six months. This swift turnaround time underscores the efficiency and user-friendliness of Stacksync.A different approach to handling dataStacksync's real-time and two-way sync capabilities set it apart from other integration solutions. By transforming the database into a read-and-write interface, Stacksync facilitates the seamless flow of real-time raw metrics, computed metrics, and AI-processed data insights to CRM systems. This eliminates the need for complex workflows and significantly reduces the time and budget required for integration.Stacksync also includes real-time batching, which optimizes API usage and reduces costs. Instead of numerous API calls for each modification to the database, Stacksync batches these changes, making only a few API calls. This enables businesses to modify large amounts of data while consuming fewer API credits, resulting in substantial cost savings.Real-time data improves the customer experienceThe implications of real-time data integration for CRMs are profound. Businesses gain access to the most current customer information, allowing for immediate action. For instance, a B2B SaaS company can monitor a customer's platform interactions within the last 24 hours, identify usage issues, or detect cart abandonment. This real-time data enables direct engagement within the CRM or marketing platform, eliminating the reliance on additional data sources.But, the platform also gives access to this data to areas of the company that would not have had it previously. In our previous example, if the customer had called for support, the agent likely would not know that there had been a cart abandoned the day before. Having this info, and the contents of that abandoned cart could help the agent solve the customer's issue that previously would have been a void.Furthermore, the impact extends to artificial intelligence (AI). Real-time data analysis enables AI algorithms to identify customer preferences, interests, and behaviors, allowing businesses to tailor their offerings and marketing messages. This not only reduces reliance on Salesforce but also amplifies the effectiveness of marketing campaigns.Who is Stacksync designed for?The use cases for Stacksync's real-time data integration platform are diverse, primarily benefiting companies with 30 to 250 employees actively utilizing CRMs and maintaining sales teams. Real-time data access empowers businesses to make informed decisions, personalize marketing efforts, and enhance overall customer satisfaction.Furthermore, Stacksync's platform is scalable, meaning it can handle large data sets and millions or billions of records. This makes it suitable for companies of all sizes, from small startups to massive enterprises with extensive Salesforce instances. The platform ensures that real-time data integration remains efficient and effective, regardless of the scale.One of Stacksync's key advantages lies in its ability to handle large and unstructured datasets. As businesses accumulate vast amounts of data in the era of artificial intelligence (AI), Stacksync allows users to input this data into its platform seamlessly. The platform then writes the data back into the database, enabling businesses to leverage AI for processing and analyzing data, extracting valuable insights without the need to touch the API.ConclusionTo summarize, Stacksync serves as a game-changer by making real-time database integration easy for businesses. The platform's no-code solution simplifies the integration process, saving time and money. Access to real-time data empowers businesses to make informed decisions, personalize marketing efforts, and enhance customer satisfaction. With Stacksync's scalability and customizable features, businesses of all sizes can harness the power of real-time data integration, positioning themselves for success in the data-driven era, especially as AI continues to evolve. Stacksync stands as a leader in providing businesses with the essential tools to thrive in this data-centric revolution.To learn more about Stacksync, to get a demo, or to sign up for yourself, head over to their website.Interview by Christopher Jordan of The Talking Sound.Sponsored by: Get $5 to protect your credit card information online with Privacy. Amazon Prime gives you more than just free shipping. Get free music, TV shows, movies, videogames and more. The most flexible tools for podcasting. Get a 30 day free trial of storage and statistics.

In this episode of Tech Sales Insights, Randy Seidl welcomes Amit Bendov, the CEO of Gong, to discuss the profound impact of AI in sales and revenue team transformation. Amit shares the origins of Gong's AI-driven platform, its evolution, and the pivotal role it plays in empowering sales teams. From increased productivity to predictive analytics and integrations with sales methodologies, Gong's technology streamlines processes, enabling teams to focus more on selling effectively.KEY TAKEAWAYSAI's Role in Sales Transformation: Amit describes how AI revolutionized sales processes by autonomously gathering insights from customer interactions, enhancing productivity, and providing data-driven decision-making.Gong's Solutions and Innovations: He highlights Gong's suite of AI-powered products—Engage, Forecast, and Conversation Intelligence—and how they optimize sales productivity, forecasting accuracy, and training effectiveness.AI's Impact on Productivity and Strategy: The conversation delves into AI's influence in improving efficiency, predicting outcomes, refining strategies, and enabling quicker, more informed decision-making.QUOTES"The idea was an autonomous system that would take all the conversations of customers... and create data and insights for leaders and people in the trenches using AI.""AI removes a lot of the work, making teams more effective and efficient. It helps reps do the right thing, especially for rookies, while automating mundane tasks.""Remember, AI can take wherever you are and make you better. But to be realistic, you have to have a good business. AI isn't a miracle; it enhances what's already there."Find out more about Amit Bendov through the links below:LinkedIn: https://www.linkedin.com/in/amitbendov/This episode of Tech Sales Insights is brought to you by: Sales Community: https://www.salescommunity.com/Sandler: https://www.sandler.com/

Start seeing a stream of high-quality leads appear in your existing CRM system when you integrate the award-winning LinkedIn prospecting tool Salesflow. Go to https://salesflow.io/automation-software-improve-pipeline/ for more information. Salesflow City: London Address: Lincoln House, 296-302 High Holborn Website https://salesflow.io/ Phone +44-7852-921983 Email rachid@salesflow.io

The industry-leading LinkedIn outreach automation solution Salesflow just got a whole lot better, now offering native integration with your existing CRM system, including Salesforce, HubSpot, Zapier, and PipeDrive. Go to https://salesflow.io/automation-software-improve-pipeline/ for more information. Salesflow City: London Address: Lincoln House, 296-302 High Holborn Website https://salesflow.io/ Phone +44-7852-921983 Email rachid@salesflow.io

Lost in the world of marketing as a home service contractor? Fear not! Kevin LaSage, founder of Searchlight, shares his insights on making data-driven decisions that maximize your marketing investments. He unveils how his platform ties digital marketing efforts to customer activity in a CRM, offering real-time optimization to any marketing strategy. Kevin also underscores the importance of transparency and the benefits of having all marketing channels unified on one platform.We've all heard that change is the only constant, and in the realm of consumer behavior, this couldn't be truer. Discover why today's consumers are favoring chatbots, online forms, and schedulers over traditional phone calls as we explore this shift and its impact on business conversion rates. We emphasize how quick responses can make the difference between winning and losing a lead and why businesses need to adapt to the preferences of tech-savvy generations.The world of home service is not exempt from the ongoing digital revolution. We delve into the effectiveness of Google Ads in customer acquisition and discuss the rising cost of these ads. Here, Kevin introduces us to the concept that not all leads are created equal, as 75% of website conversions do not lead to paying customers. The conversation transitions into how AI technology is transforming areas like plumbing and roofing and how Searchlight uses AI to enhance customer service. So buckle up and get ready for an enlightening journey through the world of data-driven marketing for home service contractors.https://www.searchlightdigital.io/successful-life-podcast/ Support the showhttps://www.amazon.com/Simple-Steps-Sell-More-Stereotypes-ebook/dp/B0BRNSFYG6/ref=sr_1_1?crid=1OSB7HX6FQMHS&keywords=corey+berrier&qid=1674232549&sprefix=%2Caps%2C93&sr=8-1https://www.amazon.com/Dark-Side-AI-Sales-Frankenstein-ebook/dp/B0BX6G5THP/ref=sr_1_3?crid=16J189ZUCE8K6&keywords=corey+berrier&qid=1678457765&sprefix=corey+berrier%2Caps%2C111&sr=8-3https://www.youtube.com/channel/UCrPl4lUyKV7hZxoTksQDsyghttps://www.facebook.com/corey.berrier https://www.linkedin.com/in/coreysalescoach/

The MVP Approach: Why Less is MoreBriefing:

This week on AZAAZ we answered: ❓The Questions❓

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Dan Fradenburgh is a seasoned commercial real estate partner who specializes in offering CRM, online web funnels and applications, and social media marketing for mid-to-large commercial real estate property focused sponsors. He is currently serving as the CTO at Lorren Capital in Wichita Falls, TX, where he oversees technology and promotions. As the founder of FunnelFixing.com, Dan leads a full-stack CRM agency that helps businesses streamline their operations and enhance their customer experience. He is also the owner of 506b.me, a commercial syndication compliance and partnership creation platform that assists real estate investors with regulatory compliance. In addition, Dan hosts "Who Are You Helping," a podcast where he helps people share their professional and philanthropic endeavors, enabling his network to select professionals and charitable causes directly or indirectly. Dan's CHANCE ENCOUNTER podcast episodes are designed for commercial real estate investors and take only 15 minutes to record, documenting their relationships for 506b purposes by discussing their motivations and roles in commercial property acquisition/operation/flipping.     Are you interested in real estate investing but don't know where to start? Look no further! In this episode, we chat with Dan, who shares valuable tips on email marketing, relationship-building, and the importance of compliance with SEC rules. Dan emphasizes the value of building email lists and documenting investor relationships to comply with regulations. He also recommends 506 BMI, a platform to build virtual relationships with investors. The conversation then shifts to the importance of funnels in marketing, whether analog or digital. Dan shares his insights on email open rates, segmenting an email list, and automated email campaigns. Additionally, he sheds light on the challenges of using CRMs and the importance of selecting a merchant account provider that integrates with payment gateway and shopping cart software. Join us for an insightful discussion on real estate investing and learn how you can save time, avoid costly mistakes, and achieve your dreams in this lucrative industry.       [00:01 - 07:36] Building an Email List For Real Estate Investing The importance of building an email list for real estate investing Tips on making it easy for people to join your email list The importance of documenting relationships with investors   [07:37 - 14:35] Maximizing Your Funnel: Analog and Digital Strategies for Lead Generation and Conversion Other funnel strategies aside from ClickFunnels Face-to-face events as a top-of-the-funnel strategy Importance of segmenting your email list The need for expert knowledge in automations   [14:36 - 22:10] Navigating the Complexities of CRM and Shopping Cart Integration Challenges of navigating CRM and the need for shopping cart CRMs Popular email drip program Active Campaign Integration of shopping cart CRMs with payment gateways and merchant accounts   [22:11 - 28:41] Closing Segment The importance of merchant account integration with payment gateway and shopping cart software Listeners can visit FunnelFixing.com, 506b.me, dandoesdeals.com, RealEstateisaSCAM.com, figgerridout.com, and youtube.com/@DanFradenburgh to learn more about Dan and his work     Tweetable Quotes: “So there are opportunities to mess up the funnel, but that's the idea, is that you gotta play the entire situation.” – Dan Fradenburgh   “PayPal is a mix of the payment gateway and the merchant account.” – Dan Fradenburgh   You can connect with Dan Fradenburgh through his: Email: dan.fradenburgh@gmail.com Social Media: LinkedIn   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me.

❓The Questions❓ This week on AZAAZ we answered: 1.  I'm new to Zoho Projects but have been using CRM for a while. I've run into a problem with Projects that I have to think has a simple solution I'm somehow overlooking. The problem: I've created a project template for a standard project my company goes through with most clients. I've enabled the default Task Automation Workflow Rule "Assign Task to Project Owner by Default" and left the task owner for all of the tasks in the project template as unassigned. However, when I create a project from the project template, the task owner is not being updated to the project owner. I've tried playing around with it a bunch, and it's still not working properly. Is there something obvious I'm missing? 2. For quotes, we have product variants of each service and optional offers that can be added. By default, in CRM, we need to add a product for each variant to the products module. Having no physical products but services, is it worth using Zoho Inventory or a custom module to make it easier for users? Or will product categories help in this? 3. I am putting together our workflows into Zoho Projects. We do digitization of large archives, and our projects involve numerous people and departments...etc I would love to see some examples of how other people have used Zoho Projects blueprints...etc and how tasks are bests handed from one person to another...if anyone has learned some lessons to share 4. Is there a way to make each Deal in a CRM become a Milestone in a Project?  The use case is wanting to have a single Project match up to an Account or Contact in CRM...and then have each Deal associated with that Account/Contact match up to a Milestone in the singular Project. I'm looking to avoid having 10 Projects for a single Account/Contact. Most of our Deals will have 95% of the work done within the first couple of months, and then it's basically an annual checkup/revisit after that. Because every year after that there are a few annual tasks, the Deal and/or Project never actually ends, so to speak. Hence not wanting to have 10 open Projects for each Account/Contact. (Let me know if my thinking is off here!) 5. Wow! You guys are amazing! Can you guys also answer my follow-up regarding sharing notes with a non-family contact (i.e. CPA, realtor)? 6. I am trying to setup this integration base on what Tyler has suggested (IT admin submitted a ticket to the server manufacturer about some hardware issue, later a campaign is sent to this IT admin to share further news about the server etc). The only place I can enable the integration is from Zoho Campaign. There is no further configuration that I can find after enabling. Then I go over to Zoho Desk and there isn't any configuration that I can find. So how can I enable this use case between Zoho Desk and Zoho Campaign. Previously, I was able to trigger a Zoho Survey (with ticket ID) once a ticket is closed but I am very keen to know how I can enable Zoho Campaign when the ticket is closed?  7. Hello! Your content about GPT and cliq was very helpful and easy to follow. I just want to thank you for that. We just noticed that the GPT bot we have in Cliq had strange responses. Is it possible that Cliq Bot is accessing an earlier version of Chat GPT? Thanks! 8. Does Message media have an IOS app? 9. Can I sync Google sheet data to Creator? 10. I am having problems setting up the field rules. I have hidden a field, but when I try to set up the conditions it doesn't come up in the options.  When the user presses Yes it's supposed to change the field from hidden to shown as per how you did it at 14:53 ... it's not bringing out the hidden field as an option for me. 11. Howdy, I'm using Zoho Sites as a Customer Portal for a client facing tool.   The issue I'm running into is that the default "CRM Integration" is extremely lacking.  It'll only create a new contact (not in the database) and mark their source.  Existing contacts are able to create an account but short of a daily manual import I can't figure out a way to mark the folks that already exist in our database when they sign up.   I'm thinking that Deluge/Zoho Flow has gotta have a better way of doing this but I'm stuck.  Alternative solutions/questions:   Is there a better Zoho tool than Sites for creating gated content? Is it possible to make my Zoho Sites "Sign In" an embedded Zoho Form? 12. Greg's question during Question 2: Can you add a lookup field to a line item on sales orders in the CRM?

In unserem Kundeninterview beschreibt Hanna Oeljeschläger, wie sie es als Inbound Consultant mit der Spezialisierung auf Digitalisierung auf einen Umsatz von 125.000 € im Monat geschafft hat. Sie hat bei uns das DBO Programm mitgemacht und teilt jetzt ihre Erfahrungen mit Finally Freelancing. Wir gehen auf Themen wie Auslandserfahrungen und SEA und SEO ein, aber auch wie man sich ein Team aufbauen kann. Als Agenturinhaberin unterstützt Hanna mit ihrem Team Firmen bei der Strategieentwicklung rund um die Themen Performance Marketing, CRM Integration, Kundenkommunikation und Lead Management. Sie ist Spezialistin für Marketing Automation und geht in diesem Video genauer darauf ein, was sie macht und wie sie dazu gekommen ist. Außerdem beschreibt Hanna, Welche Challenges sie in ihre Selbstständigkeit hatte, bevor wir zusammengearbeitet haben. Sie beschreibt, warum ein schlechtes Money Mindset dich als Freelancer am wachsen hindern kann und natürlich - wie sie es geschafft hat einen Monatsumsatz von 125k zu knacken! Hier geht's zu Hanna: ➡️ LinkedIn: https://www.linkedin.com/in/hannaoe/ ➡️ Website: https://www.inboundpuls.com/ _______________________________________

Learn about building online academy websites with professional marketing and CRM integration with Daniel Vargas in this episode of the LMScast podcast hosted by Chris Badgett from LifterLMS. Daniel has used LifterLMS alongside many other tools in the online LMS space, and he shares his experience with Lifter in his journey entering the website development space. Daniel is a great guy at marketing automation in WordPress and LifterLMS. His company name is Laboratorio de Éxito, and you can find that at LaboratoriodeExito.com. Laboratorio de Éxito is a project that started after the pandemic began in 2020. Daniel used to work … Building Online Academy Websites with Professional Marketing and CRM Integration with Daniel Vargas Read More » The post Building Online Academy Websites with Professional Marketing and CRM Integration with Daniel Vargas appeared first on LMScast - LifterLMS Podcast.

#sales #trends #SEA #Marketing Top 5 Southeast Asia B2B marketing and sales trends in 2022. Time to dust off the crystal ball and begin to look into the future and what 2022 will look like for organizations and teams in sales and marketing. The following are five predictions sales and marketing organizations will expect to see in the B2B space moving into 2022. Check out the bonus one at the end! Read the article published on Marketing In Asia - https://bit.ly/3paw3QC Chapters 0:00 - Introduction 2:30 - Time to dust off the crystal ball 3:00 - First trend for 2022: Sales & Marketing teams unite! 6:44 - Second trend for 2022: Mobile only 9:55 - Third trend for 2022: Your social profile (personal) will be key! 12:36 - Fourth trend for 2022: Consumer behaviour reload! 14:17 - Fifth trend for 2022: CRM Integration & email marketing 16:58 - BONUS Trend for 2022! 20:00 - Outro and looking ahead into 2022!

On this episode, we talk about Zoho Cliq, Zoho's messaging app. We cover a variety of topics such as internal and external messaging, video calls, integrations, and much more! 3:33 - Usage of Cliq4:08 - External Communication6:14 - Can you be a free user?10:30 - Internal Communication12:18 - Chat vs Email  14:21 - Video & Audio Calls 16:54 - Channels 21:03 - Muting 22:30 - Status23:25 - Remote Work28:50 - CRM Integration 40:00 - Mobile App       

Shownotes can be found at https://www.profitwithlaw.com/170.   In today’s world, there is an increasing need for collaboration and transparency. If you find your system old and ineffective, it’s time to revamp. Ask yourself: how many touchpoints do you need to communicate with someone? How many emails do you send, and how do you collect information? Streamlining these processes is essential to not only improve your workflow but also keep your firm relevant. In this episode, Jim Tate joins Moshe Amsel to talk about the power of automation. He shares that not a lot of law firms utilize technology for process management. These tools can elevate your workflow and improve customer relations, ensuring exponential growth for your firm. If you want to know more about integrating automation solutions in your law firm, then this episode is for you. The Law Firm Growth Summit is back! February 9-11, 2021 and it will be better than ever! You can purchase tickets today at https://www.lawfirmgrowthsummit.com. Hurry, prices go up on Monday. Resources mentioned:   The Law Firm Growth Summit is back! February 9-11, 2021 and it will be better than ever! You can purchase tickets today at https://www.lawfirmgrowthsummit.com. Hurry, prices go up on Monday.   This episode is sponsored by LawFundAR. The easy and simple way to add payment plans to your practice with no risk to you. Get paid up front and still add the value of payment plan options for your clients. Learn more at lawfundar.com/profitwithlaw.   Episode 150 - To Achieve Success - Spend a Day in Your Client's Shoes with Jim Armstrong Episode 105 - Effectuating Real Change through Courses with Joey Vitale Check out Legal Automation Group to find next-generation technology solutions! Seven Things That Prevent Legal Automation Success Contact Legal Automation Group Smith.ai use code PROFITLAW100 to get 14 days up to 20 calls or chats, CRM Integration, AI Chatbot with White Glove setup and $100 off your first month 2020 Legal Trends Report from Clio. If you’re looking for highlights instead, access the summary here.   Case.One is a great single vendor solution for all your legal operation needs!  Facebook begins merging WhatsApp, Instagram, and Messenger infrastructures by Axios Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/   To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.   Connect with Moshe on: Facebook - https://www.facebook.com/moshe.amsel LinkedIn - https://www.linkedin.com/in/mosheamsel/

Shownotes can be found at https://www.profitwithlaw.com/168.   Law firms are a business that can't create demand, but they have to be available when a prospective client needs their service. If you are a lawyer or own a law firm, how can you make sure you're not neglecting leads? Moreover, how can you convert these leads to your clients? The answer: search marketing. In this episode of Profit with Law, Local Loop Marketing founder and CEO, Michael Alaniz joins Moshe Amsel to talk about paid search marketing, specifically his work with law firms. He discusses how you can identify if it's good for your business and how they navigate various tools to increase your conversion rate. Their conversation also covers the different platforms they use, expenses, and the conversion process. If you want to know more about paid search marketing, then this episode is for you. The Law Firm Growth Summit is back! February 9-11, 2021 and it will be better than ever! You can purchase tickets today at https://www.lawfirmgrowthsummit.com. Hurry, prices go up on Monday. Resources mentioned:   The Law Firm Growth Summit is back! February 9-11, 2021 and it will be better than ever! You can purchase tickets today at https://www.lawfirmgrowthsummit.com. Hurry, prices go up on Monday.   This episode is sponsored by LawFundAR. The easy and simple way to add payment plans to your practice with no risk to you. Get paid up front and still add the value of payment plan options for your clients. Learn more at lawfundar.com/profitwithlaw. The Law Firm Growth Summit is back! February 9-11, 2021, and it will be better than ever! You can purchase tickets today at https://www.lawfirmgrowthsummit.com. Local Loop Marketing Profit With Law Ep. 150: To Achieve Success - Spend a Day in Your Client's Shoes with Jim Armstrong Smith.ai use code PROFITLAW100 to get 14 days up to 20 calls or chats, CRM Integration, AI Chatbot with White Glove setup and $100 off your first month   33 Days to Online Profits by Jim Edwards and Yanik Silver   CallRail Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/   To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.   Connect with Moshe on: Facebook - https://www.facebook.com/moshe.amsel LinkedIn - https://www.linkedin.com/in/mosheamsel/

Shownotes can be found at https://www.profitwithlaw.com/146.   You’re probably tired of constantly trying to get more leads and spending too much time and money on your marketing. In this episode Moshe Amsel interviews Kara Prior, co-founder of James Publishing’s Marketing Amplifier campaign automation software. Kara Prior gives us a new and enlightening approach to marketing. Instead of focusing on new leads, Kara teaches us how to convert the leads we already have. Why target a cold audience when you can allocate your resources to converting your warm audience? Resources mentioned:   Episode 142 - Repeatable and Scalable Growth Using 7 Sales Steps with Maddy Martin - https://www.profitwithlaw.com/142   How to contact Kara: Website - https://jamesamplifier.com/ Email - kprior@jamespublishing.com Phone number - +1 (714) 434-5926   Smith.ai use code PROFITLAW100 to get 14 days up to 20 calls or chats, CRM Integration, AI Chatbot with White Glove setup and $100 off your first month Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/   To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.   Connect with Moshe on: Facebook - https://www.facebook.com/moshe.amsel LinkedIn - https://www.linkedin.com/in/mosheamsel/

Shownotes can be found at https://www.profitwithlaw.com/142.   Your phone rings, you’ve spent a LOT of money to get the phone to ring, how well do you do in leading your prospect to becoming a client?   In this recorded session from our 2019 Law Firm Growth Summit®, Maddy Martin from Smith AI shares 7 Sales Steps you want to systemize to ensure you are maximizing the potential you have in the leads coming through the door (or phone, web, social, etc.) Resources mentioned:   Get Your FREE VIP Pass to our 2021 Law Firm Growth Summit® by joining the Law Firm Growth Incubator today. https://www.profitwithlaw.com/unbelievable Smith.ai use code PROFITLAW100 to get 14 days up to 20 calls or chats, CRM Integration, AI Chatbot with White Glove setup and $100 off your first month 7 Sales Step Slide Deck - https://bit.ly/7-Sales-Steps-LFGS Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/   To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.   Connect with Moshe on: Facebook - https://www.facebook.com/moshe.amsel LinkedIn - https://www.linkedin.com/in/mosheamsel/

Want to beat the giants in your industry? - Then listen to Jeroen Corthout! In this episode Sam & Jeroen discuss the following:

Host Shari Altergott, Chief Experience Officer of The CX Edge, interviews Dannelle Dalhauser, Director of Marketing and CRM Integration for MH Equipment Company. They discuss marketing ROI, customer engagement in a virtual world, and the importance of community involvement. Stay tuned for more episodes of this podcast series when Shari will interview industry thought leaders on issues and trends affecting MHEDA members.

As companies realize they must tear down silos and make data access universal within their organizations, the need for genuine integration of ERP & CRM has never been more important. The concept's not new but the results can be mixed. However, one company says it has a product that delivers real ERP/CRM integration. Listen now!

Dannelle Dahlhauser, Director of Marketing & CRM Integration for MH Equipment, a national materials handling service provider talks about the demands digital marketing puts on marketing managers and companies. Dannelle discusses the multi facets of marketing and how she manages, coordinates and utilizes all forms of marketing today. Dannelle also discusses the need to track all marketing activity and efforts through CRM. She discusses how she utilizes both internal resources and outsourced companies for specialized needs.

Some of the most important organisations globally are those most invested in helping their local community's or global causes. Registered charities and non-profit organisations play a crucial role providing critical services and funding to those most in need of assistance. With their focus on reinvestment, not profit, often the funds available for technological investment can be reduced. Charitable organisations, however, have the same requirements and demand for the benefits that technology can bring. Providing their users or donors with the best possible experience can be the difference between success and failure. Non-profits often rely on the assistance of the technology community to provide discounts and support so that they can leverage the most cutting edge platforms. In today's episode we hear how CRM Integration experts, AMC Technology, do exactly that.

Join Kody Bateman for episode 25 of his Relationship Marketing Podcast. He will have guest Dave Smith. Dave and Kody have been best of friends for over 47 years. Dave is a Relationship Marketing trainer and speaker for the past 15 years. He has also consulted startups and existing businesses in many industries where he brings his no nonsense knowledge and common sense ideas to the situations and challenges he is presented with. Dave is currently General Manager on a new start up called Sendogo, a wholly owned subsidiary of SendOutCards. Listen in as Kody and Dave talk about CRM's and ways to increase your success with using them.

Go-to contact center authority Sheila McGee-Smith shares why the benefits of providing CRM access to your agents outweighs the short-term pain, and more, in this EC preview.

In this episode, we get to talk to Sam Biardo, CEO of Technology Advisors and host of the CRM Talk podcast.

Hello Metalworking Nation! We are happy to bring you another episode of our #MarketingForMakers Series with Red Caffeine Marketing + Technology. Today we welcome back back Julie Poulos as she introduces Red Caffeine's Founder & CEO -- Kathy Steele. On this episode of MakingChips, we focus on integrating technology into your business. Kathy and Julie walk us through some starting points that will equip and inspire you to identify gaps in your business technology stack.Today's discussion features an array of topics including: integrating platforms, examining financial insights, systemizing talent management, and getting your operations in order. Episode Structure: [04:08] - Record Download Month [05:05] - Summertime in Chicago [07:50] - Welcome Julie Poulos and Kathy Steele [10:46] - Forbes Article by Kathy [13:55] - ERP, CRM, KPI's and Other Acronyms [18:36] - Identifying the Gaps [21:06] - Building Bridges [22:14] - Systemizing Talent [25:30] - CRM Integration [31:00] - Tech Audit and Financial Insights [34:05] - Get Your Operations in Order [35:56] - “Love Your Lathe” Links Mentioned in this Episode: Red Caffeine Marketing + Technology Forbes Article by Kathy Steele Julie Poulos |LinkedIn Kathy Steele | LinkedIn Red Caffeine's "Biz" Tech Stack Leave Us A Review! We Want to Hear From YOU, The Metalworking Nation: • Jim@makingchips.com • Jason@makingchips.com • Ryan@makingchips.com Telephone: (312) 725-0245

Sven Sester arbeitet bei CentralStationCRM, ein System, das genau auf die Bedürfnisse kleiner Firmen zugeschnitten ist. Im Interview geht es unter anderem darum, was überhaupt die Vorteile eines CRM-Systems sind und wie man CentralStationCRM mit dem Newsletter Tool Newsletter2Go elegant integrieren kann. Die Inhalte des Interviews: 1:30 Wie erklärt man CRM auf Deutsch?3:30 Was ist das Problem mit gängigen CRM-Systemen, speziell beim Einsatz in kleineren Firmen?7:40 Wie nutze ich ein CRM System in Kombination mit einem Newsletter Tool?8:40 Beispiel: CentralStationCRM und Newsletter2Go - wie läuft die Opt-Out und Bounce-Verwaltung?11:50 Wie sieht es mit der CRM-Integration in Online Shops oder Content Management Systeme aus?14:00 Praxisbeispiel: wie ein Coach seine Kontakte über CentralStationCRM von unterwegs verwaltet17:28 Wie arbeitet das CRM mit meinem bisherigen E-Mail Tool (z.B. Gmail) zusammen?Weitere Informationen finden Sie unter http://www.emailtooltester.com/news/crm-und-newsletter/Die Website von CentralStationCRM finden Sie hier: http://centralstationcrm.de/

Tim Gillette is an Author, Speaker, Radio Show Host, and the creator of The Rock'n'Roll Keys to Business Success. Helping entrepreneurs stand out as leaders in their industry. Join us each week as we share an outside the box success story. Interesting people who took a different path and built success doing it. This week Jennifer Bagley Jennifer Bagley is one of the most in-demand Digital Marketing and Business Strategist on the circuit. She is known for her engaging and entertaining style, as well as, her mastery level knowledge of Collaborative Marketing Strategies. Jennifer is the founder of CI Web Group, a Web Design, SEO, CRM Integration, Mobile App Development and Social Media Marketing Agency, the founder of DNet a Collaborative Digital Network and Membership System, the Owner of Sales Supply Chain Consulting and the creator of the 12 Step Roadmap to Accelerated results. She has been speaking professionally for over 15 years. Audiences rave about her ability to provide immediate value to businesses seeking to accelerate their results and grow their business. Jennifer’s background includes executive experience in the areas of Supply Chain Strategy, Technology, Operations, Logistics and Distribution for Nordstrom, Tommy Bahama and Fossil. This experience coupled with over a decade of Sales and Marketing Experience has made her a powerhouse business strategist focused on bottom-line results. This is done through a careful focus on having the right technology, the proper strategy, a collaborative network and the right mindset/behavior.

Jennifer Bagley is one of the most in-demand Digital Marketing and Business Strategist on the circuit.  She is known for her engaging and entertaining style, as well as, her mastery level knowledge of Collaborative Marketing Strategies.  Jennifer is the founder of CI Web Group, a Web Design, SEO, CRM Integration, Mobile App Development and Social Media Marketing Agency, the founder of DNet a Collaborative Digital Network and Membership System, the Owner of Sales Supply Chain Consulting and the creator of the 12 Step Roadmap to Accelerated results. She has been speaking professionally for over 15 years.  Audiences rave about her ability to provide  immediate value to businesses seeking to accelerate their results and grow their business.    Jennifer’s background includes executive experience in the areas of Supply Chain Strategy, Technology, Operations, Logistics and Distribution for Nordstrom, Tommy Bahama and Fossil.  This experience coupled with over a decade of Sales and Marketing Experience has made her a powerhouse business strategist focused on bottom-line results.  This is done through a careful focus on having the right technology, the proper strategy, a collaborative network  and the right mindset/behavior.   For more information please click the link and fill out the form https://login.mothernode.com/webform.php?f=GZMyMw