Podcasts about crm systems

HVH INSIGHTS I In dieser Folge von HVH Insights diskutieren André Keeve und Martin Theissing eine der wichtigsten Fragen im Digitalisierungsprozess von Handelsvertretungen: Wer sollte eigentlich wirklich über die Einführung eines neuen CRM-Systems entscheiden? Spoiler: Es ist nicht (nur) der Chef! Erfahre, warum es erfolgskritisch ist, die richtigen Personen rechtzeitig mit an den Tisch zu holen – und wie du durch kluge Kommunikation teure Fehler vermeidest.

Du denkst, Kundenbindung ist kompliziert? Man braucht kein großes Budget oder ein aufwendiges CRM-System, um Kund:innen nachhaltig zu begeistern. Oft sind es die kleinen Dinge, die den größten Eindruck hinterlassen. In dieser Podcastfolge zeige ich dir,

Choosing a CRM (or customer relationship management) tool for your wedding business or venue is a way to streamline your processes and save yourself time. However trying to decide which tool and price point is right for you can be a complete minefield. In today's episode I am talking to Rachel Parker who not only works as part of my team but also owns her own VA business. At the end of last year I set Rachel a research project - to compare 3 of the most popular wedding industry CRM's systems and in today's episode we discuss her findings. We talk about the features they have, the pros and cons to each, the pricing and who they would work best for. If you have been considering a CRM or want to see if yours is the best option for you, then dive into today's episode to find out.Find out more about how the Wedding Pro Agency can help you get set up.Join the Wedding Pro Members LoungePlease note all the links below are affiliate links:Check out BriteBiz (and get 25% off your first two months)Check out DubsadoCheck out Aisle Planner - Use code BeccaFollow Rachel on InstagramTime Stamps:00:28 - Introduction to CRM for Wedding Businesses04:32 - Understanding CRM: A Comprehensive Overview08:31 - Introduction to CRM Systems for Wedding Professionals14:15 - Pros and frustrations with Aisle Planner20:31 - Pricing and Project Management in Aisle Planner24:44 - Transitioning to Dubsado: A New Perspective on Project Management Tools30:22 - Exploring Dubsado's Features and Limitations37:20 - An Overview of Dubsado's Features and Pricing44:21 - Integration Features of BriteBiz50:22 - Limitations with BriteBiz01:00:01 - Getting Started with CRM Systems01:06:12 - Building a Community in the Wedding Industry

HVH INSIGHTS | In dieser Folge von HVH Insights sprechen André Keeve und Martin Theissing über ein Thema, das viele Handelsvertreter bewegt: Die größten Ängste beim Einsatz eines CRM-Systems. Oft hören wir Aussagen wie „CRM ist zu kompliziert“, „CRM ist zu teuer“ oder „Ich habe keine Zeit dafür“. Aber sind diese Bedenken wirklich berechtigt? In nur 10 Minuten nehmen André und Martin die drei häufigsten Einwände unter die Lupe und zeigen auf, warum ein CRM für jede Handelsvertretung wichtig sein kann.

Join Donna Peterson on the B2B Marketing Excellence and AI Podcast as she explores the impactful uses of AI with early adopter Matthew McClosky. Matthew delves into his journey from using ChatGPT to creating custom GPTs, specifically designed to improve sales and marketing tasks. Learn how to streamline email responses, automate prospecting, and get faster, more personalized customer interactions. Discover actionable steps to implement these tools and significantly optimize your business processes. Tune in for an enlightening conversation filled with practical AI insights that you can start applying today. Timeline-- 02:44 Creating Custom GPTs- 06:21 Utilizing GPTs for Sales and Marketing- 10:32 Sharing and Collaborating with GPTs- 16:08 Future of AI in Business More information on Matthew McClosky – Connect with him on LinkedInOr view his Sales Director GPT 

Are you losing money by not following up with potential enrollments? A CRM system can be a game-changer for keeping your child care center full. In this episode of the Child Care Genius Marketing Podcast, Brian Duprey breaks down why a CRM system is a must-have, how it automates follow-ups, and how data insights can improve your tour conversions. Tune in to learn how the right CRM can boost your marketing and maximize your revenue! Mentioned in this episode:   GET TICKETS to the Child Care Genius LIVE Conference: https://bit.ly/ccglive25   Need help with your child care marketing? Reach out! At Child Care Genius Marketing we offer website development, hosting, and security, Google Ads creation and management, done for you social media content and ads management. If you'd rather do it yourself, we also have the Genius Box, which is a monthly subscription chock full of social media & blog content, as well as a new monthly lead magnet every month! Learn more at Child Care Genius Marketing. https://childcaregenius.com/marketing-solutions/  Schedule a no obligation call to learn more about how we can partner together to ignite your marketing efforts. If you need help in your child care business, consider joining our coaching programs at Child Care Genius University. Learn More Here. https://childcaregenius.com/university     Connect with us:  Child Care Genius Website Like us on Facebook Join our Owners Only Private Mastermind Group on Facebook    Join our Child Care Mindset Facebook Group Follow Us on Instagram Connect with us on LinkedIn Subscribe to our YouTube Channel Buy our Books Check out our Free Resources

Ist PR sinnvoll oder eine gigantische Zeitverschwendung? Marie Fabiunke ist Pionierin für Startup-PR und verrät ihre 5 Hacks, wie es klappt. Mehr Geschäftsideen? Meld dich an zum kostenlosen Newsletter: digitaleoptimisten.de/newsletter Mehr Infos zu Maries Company: https://cosmycpartners.io/ Kapitel: (00:00) Intro (02:57) Was ist das Beste was PR erreichen kann? (15:30) Was sind Trends im Bereich PR? (22:45) Hack #1: Ziele & Positionierung klären (30:01) Hack #2: Strategie festlegen (34:50) Hack #3: Ressource, Skills & Netzwerk (48:20) Hack #4: Konsistent bleiben und loslegen (50:45) Hack #5: Keep learning (55:00) Was ist der ROI von PR? (58:00) Wie gut ist Polarisierung? (1:03:50) Nein sagen zu Kunden (1:07:00) Maries Geschäftsidee (1:20:45) Outro Mehr Kontext: In diesem Gespräch mit Marie Fabiunke wird die Rolle von Public Relations in der modernen Geschäftswelt erörtert. Die Diskussion umfasst die Grundlagen erfolgreicher PR, die Erzeugung von Hype und Momentum, die Bedeutung von Medienpräsenz sowie aktuelle Trends und die Integration von KI in PR-Strategien. Marie betont die Notwendigkeit, die eigenen Kommunikationskanäle zu nutzen und die eigene Geschichte zu erzählen, um in der heutigen digitalen Landschaft relevant zu bleiben. In diesem Gespräch diskutieren Alex und Marie Fabiunke die wichtigsten Strategien für Gründer im Bereich Public Relations. Sie beleuchten die Bedeutung von Grundlagenarbeit, Positionierung, strategischer Planung und dem Aufbau eines Netzwerks. Marie gibt wertvolle Einblicke, wie man sich effektiv positioniert und welche Schritte notwendig sind, um in der PR erfolgreich zu sein. Zudem wird die Herausforderung thematisiert, wie man Influencer und Journalisten anspricht und für sich gewinnt. In dieser Episode diskutieren Alex und Marie Fabiunke über die Kunst des Storytellings in der PR, die Bedeutung von Fokus und Konsistenz in der PR-Strategie, die Herausforderungen bei der Messung des ROI von PR-Maßnahmen und die Rolle von Polarisierung in der Kommunikation. Marie teilt ihre Erfahrungen und Strategien, um Kunden dabei zu helfen, ihre einzigartigen Geschichten zu finden und erfolgreich zu kommunizieren. In diesem Gespräch diskutieren Marie Fabiunke und Alex die Bedeutung von Authentizität in der Kommunikation, insbesondere für Gründer und Start-ups. Marie betont, dass jeder einen eigenen Kommunikationsstil hat, der authentisch sein sollte. Sie spricht auch über die Rolle von PR im Ökosystem und wie wichtig es ist, die richtigen Botschaften zu platzieren. Zudem wird die Idee eines KI-gestützten CRM-Systems erörtert, das die Effizienz in der PR-Arbeit steigern könnte. Abschließend wird die Notwendigkeit betont, das Thema Innovation und Technologie in der Öffentlichkeit präsenter zu machen. Keywords: Public Relations, PR-Agentur, Hype, Medien, Trends, KI, Investor Relations, Kommunikation, Social Media, Owned Media, Public Relations, Gründer, Strategien, Positionierung, PR-Plan, Netzwerk, Influencer, Journalisten, Kommunikation, PR-Agenturen, PR, Storytelling, Positionierung, Konsistenz, ROI, Polarisierung, Kommunikation, Medien, Marketing, Kundenbeziehungen, PR, Kommunikation, Authentizität, Gründer, Start-ups, Innovation, Networking, Personal Branding, KI, CRM

Dein Update zur Digitalisierung der Versicherungsbranche. In dieser Folge des Digital Insurance Podcast spricht Jonas Piela mit Markus Hedwig, Financial Services Industry Advisor bei Salesforce. Hier sind fünf Highlights aus unserem Gespräch: Salesforce: Von CRM zum Allrounder: Markus erklärt Salesforces Entwicklung von einem einfachen CRM-System zu einer umfassenden Plattform, die den gesamten Kundenlebenszyklus abdeckt – von Marketing über Vertrieb bis hin zum Kundenservice Die Versicherungsbranche im Fokus: Markus zeigt, wie Salesforce seine Plattform an die spezifischen Bedürfnisse von Versicherern anpasst. Es geht dabei nicht nur um Standard-CRM-Funktionalitäten, sondern auch um die Integration bestehender IT-Systeme, Datenanalyse und die Berücksichtigung der Besonderheiten verschiedener Vertriebskanäle (Endkunden, Makler etc.). Wir haben viel über die Herausforderungen und Chancen im B2B und B2C Versicherungsgeschäft diskutiert. Velocity – Die Bestandsverwaltung in Salesforce: Markus erklärt, wie die Akquisition von Velocity Salesforce erlaubt, auch Kernprozesse wie die Bestandsverwaltung direkt in die Plattform zu integrieren. Agent Force – KI im Einsatz: Ein spannendes Thema war Agent Force, Salesforces KI-Ansatz. Markus erklärt, wie KI in Salesforce nicht nur Mitarbeitende unterstützt, sondern auch Prozesse automatisieren und sogar autonom Aufgaben übernehmen kann. Wir beleuchten, wie das im Gegensatz zu anderen KI-Assistenten funktioniert. Es geht dabei wirklich um eine nächste Stufe der Automatisierung, die über einfache Hinweise hinausgeht. Der Einstieg in die Salesforce-Welt: Markus gibt praktische Tipps für Versicherer, die Salesforce nutzen wollen. Er betont den modularen Aufbau der Plattform, die Möglichkeit, mit kleinen Projekten (z.B. einem KI-basierten FAQ) zu starten und schrittweise weitere Funktionen hinzuzufügen. Links in dieser Ausgabe Zur Homepage von Jonas Piela Zum LinkedIn-Profil von Jonas Piela Zum LinkedIn-Profil von Markus Hedwig

HVH INSIGHTS I In dieser Folge von HVH Insights sprechen André Keeve und Martin Theissing darüber, wie Handelsvertreter und Vertriebsunternehmer ihre wertvollen Daten in ein neues CRM-System übernehmen können. Der Wechsel zu einem neuen System stellt viele Unternehmen vor die Herausforderung, bestehende Daten nahtlos zu übertragen, ohne wertvolle Informationen zu verlieren.

Points of Interest00:51 – 01:29 – Introduction to Henrik Becker: Marcel introduces Henrik Becker, an expert in agency coaching, EOS implementation, and CRM systems, now leading Rev Hops to improve agency sales and marketing systems.01:30 – 02:13 – Henrik's Career Journey: Henrik details his evolution from systematic marketing in 2010 to specializing in CRM platforms like Salesforce and HubSpot, emphasizing management systems for success.03:42 – 04:48 – Aligning CRM with Operations: Marcel and Henrik stress that CRMs and operational tools should address fundamental business issues, adopting a first-principles approach to technology.04:49 – 07:04 – Common CRM Problems: Henrik identifies signs of ineffective CRM use, such as Excel dependency, poor adoption, and data inaccuracies, which undermine sales and marketing efforts.09:18 – 11:24 – CRM Implementation is a Process, Not an Event: CRM implementation requires ongoing adjustments as the business evolves, rather than being treated as a one-time project.11:25 – 13:16 – Steps for a Successful CRM Setup: Henrik outlines a structured CRM setup approach: align on the problem, document processes, define requirements, design solutions, and implement incrementally.16:06 – 18:24 – Focus on Simplicity and Quick Wins: Starting with a simplified CRM setup to deliver quick wins builds momentum, avoiding over-engineered systems.18:25 – 20:42 – Avoiding Operational Complexity: Henrik and Marcel advise against overly complex systems, advocating for implementations aligned with team capabilities.20:43 – 23:08 – Agile vs. Waterfall in CRM Implementation: Henrik critiques improper Agile usage in CRM projects, recommending clear planning and incremental adjustments over chaotic trial-and-error.23:09 – 25:13 – Adapting to Change: Successful CRM implementations require regular updates to keep systems relevant and aligned with business evolution.29:24 – 32:08 – Marcel's Choice to Build at Scale: Marcel shares his decision to scale Parakeeto, balancing cash flow, risk, and long-term enterprise value.36:06 – 38:54 – Final Words of Advice: Henrik emphasizes prioritizing processes, accountability, and alignment before choosing or changing a CRM system, as software is secondary to clear operations.Show NotesConnect with HenrikLinkedInRevHopsLove the PodcastLeave us a review here.

Können KI Agents ein CRM-System auf eine völlig neue Dimension bewegen? Was ist der große Unterschied zum klassischen CRM und wo stehen wir heute? Im Podcast spreche ich mit Ozan Tuerker von Birdview über das Thema. Hört rein, es lohnt sich. Achtung, aufgepasst !!! Ich benötige eure Mithilfe! Nehmt an unserer Jahresumfrage teil und helft dabei, den Podcast noch mehr auf euch abzustimmen. Zur Umfrage hier entlang: https://forms.gle/UuFEWG3PSwYvd6fMA Euer Feedback an mich!Wenn ihr mir eine Frage stellen oder Feedback zum Podcast per Sprachnachricht übermitteln wollt – egal, ob per Smartphone, Tablet oder via Rechner, dann nutzt doch bitte unsere Message-Funktion. Gerne teilt mir auch Themenwünsche mit, die ihr gerne im Podcast mal besprochen haben wollt. Alternativ könnt ihr mir gerne auch eine E-Mail schrieben oder mich per LinkedIn kontaktieren.

Adam Gillespie is the Inaugural winner of the Inman “Best Use of Ai by An Agent or Team” Award in 2024 and an Industry leading expert on ChatGPT & Artificial Intelligence with 10 Years Experience Teaching Brokerages on CRM Systems. Adam is an A.I. Mastermind & Community Leader, the founder of Agent Prompt University the #1 leading education platform and community on Ai for real estate agents. Adam is also a ​Top Producing Realtor For Multiple Years at Previous Brokerage, a ​Brokerage Technology Transformation Leader, and a leading Real Estate Coach & Mentor at eXp with the Wolfpack.  In our podcast, Adam shares his experience as the leading voice of Ai and ChatGPT for real estate agents and how he is teaching agents, teams, and brokerages to leverage Ai and ChatGPT to save time and increase efficiency and effectiveness in their business. Adam also shares his top tools and use cases for Ai in 2025 as well as his experience working with eXp and the Wolfpack!  You Can Find Adam @: Youtube: https://www.youtube.com/@adamgillespie_ai Facebook: https://www.facebook.com/adamgillespie303 Instagram: https://www.instagram.com/adamgillespie_ai/ Agent Prompt University: www.AgentPromptUniversity.com

Send us a textIf you're in the market for CRM systems or MarTech suites, identifying the top solutions is essential but can quickly become overwhelming. Many CRM products look alike in their marketing claims, yet they differ widely in functionality and fit for specific business needs. This guide zeroes in on best-of-breed CRM systems—standalone platforms with independent data models designed to support a full range of customer-facing operations. These systems excel in managing sales, marketing, and customer service workflows while also addressing industry-specific processes that set them apart in the market. Choosing the right CRM requires a clear understanding of how each system aligns with your organization's unique goals and operational priorities, ensuring a solution that drives long-term value.In this episode, our host, Sam Gupta, discusses the top 10 CRM systems in 2025. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

HVH INSIGHTS I In dieser neuen Folge von HVH Insights diskutieren André Keeve und Martin Theissing, wie lange die Umstellung auf ein neues CRM-System wirklich dauert. Viele Handelsvertreter und Vertriebsunternehmer stehen vor der Herausforderung, bestehende Systeme zu ersetzen oder neue Lösungen einzuführen. Dabei spielt die Dauer der Umstellung eine entscheidende Rolle, um das Tagesgeschäft nicht zu gefährden.

HVH INSIGHTS I In dieser Folge von HVH Insights diskutieren André Keeve und Martin Theissing, ob HubSpot für Handelsvertreter das passende CRM-System ist. HubSpot ist ein leistungsstarkes und flexibles CRM, besonders beliebt im Marketing- und Sales-Bereich, aber ist es auch für Handelsvertretungen geeignet?

Leads heraussuchen für die eigne Social Media Agentur kostet oftmals sehr viel Zeit, Energie und Geld. Damit ist ab heute Schluss, denn du lernst in diesem Podcast des Next Level Agency Podcasts von Agenturinhaber Max Weiß, wie du in Sekunden hunderte Taumleads für deine Agentur gewinnst und wie du diese mit nur einem Klick in dein CRM System hinzufügen kannst. Hier geht es zu einem kostenlosen Online Kurs um sich eine SMMA aufzubauen: https://weiss-max-coaching.coachy.net/lp/kostenloser-kurs/ Hier geht es zu einem kostenlosen Telefonat mit Max: https://maxwei1.typeform.com/to/v0DTx9 Hier geht es zur "All-In-One" Plattform für Agenturen: https://www.agentursysteme.com

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: How far out to forecast for a startup,What is the best CRM system for leads and AI, How to make the shift of becoming a millionaire and more. Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun

HVH INSIGHTS I In dieser Folge von HVH Insights geht es um ein Thema, das vielen Handelsvertretern unter den Nägeln brennt: Welche Kosten entstehen bei der Anschaffung eines CRM-Systems? André Keeve und Martin Theissing sprechen offen über die verschiedenen Preisstrukturen, von Einmalkosten für On-Premise-Lösungen bis hin zu monatlichen Gebühren für Cloud-basierte Systeme.

Unlock the secrets of effective customer relationship management with insights from Jason Atwood of Arkus. You'll discover how CRMs have transformed from simple databases into powerful tools essential for tracking interactions, managing leads, and boosting sales for both B2B and B2C businesses. In this episode of Small Business Big World, Jason breaks down the evolution of CRM systems and their crucial role in providing actionable insights, such as lead scoring and origin tracking, to enhance communication strategies and propel prospects through your sales pipeline.

Eine Kundenliste und ein CRM System sind für Agenturen unglaublich wichtig und unverzichtbar, denn durch eine Kundenliste machst du direkt 30% mehr Umsatz um durchschnitt. In dieser Episode des Next Level Agency Podcasts erklärt Agenturinhaber Max Weiß, wie du deine Kundenliste und ein CRM von Anfang an richtig aufbauen kannst! Hier geht es zu einem kostenlosen Online Kurs um sich eine SMMA aufzubauen: https://weiss-max-coaching.coachy.net/lp/kostenloser-kurs/ Hier geht es zu einem kostenlosen Telefonat mit Max: https://maxwei1.typeform.com/to/v0DTx9 Hier geht es zur "All-In-One" Plattform für Agenturen: https://www.agentursysteme.com

In this episode of the OpsStars podcast, Kyle Sosa, Marketing Operations Leader at Etumos, joins Don Otvos to discuss the transition from a traditional lead-based model to a contact-only approach in CRM systems. They explore the benefits, challenges, and best practices for implementing this significant shift in sales and marketing operations.

HVH INSIGHTS I In dieser Episode von HVH Insights diskutieren André Keeve und Martin Theissing die Rolle von CRM-Systemen für Handelsvertreter. Es geht darum, wie ein CRM nicht nur die Zusammenarbeit mit Kunden, sondern auch mit Industriepartnern und Herstellern optimieren kann. Dabei erklären sie, welche Vorteile die Nutzung eines eigenen CRM-Systems für Handelsvertretungen hat und wie es die Transparenz und Professionalität im Umgang mit den Vertretungen stärkt.

In this episode, marketing expert Ralph Burns, known for his deep expertise in Facebook advertising and successful agency leadership, breaks down the sophisticated strategies required to run high-performing ad campaigns for service-oriented businesses. Alongside the host, Ralph shares his experience managing complex ad campaigns in industries like body sculpting, where return on ad spend (ROAS) can take months to materialize. Using a recent case study, Ralph details how his team used a free Botox offer to bring clients into a body-sculpting business, ultimately turning an initial loss into substantial profit through strategic upsells.Ralph and the host explore the challenges of managing ads across multiple locations with differing CRM systems, explaining how initial ad metrics can be misleading if businesses don't account for the full customer lifecycle. They discuss the importance of taking a long-term view, emphasizing that Facebook and digital ads today are part of a larger ecosystem rather than isolated profit generators. Ralph also shares lessons from his journey, encouraging business owners to invest in skilled teams, enhance financial literacy, and make data-informed decisions. This episode provides a candid look at the intricacies of high-stakes digital advertising, especially relevant for entrepreneurs in service-based industries.CHAPTER TITLES2:00 - The Power of CRM Systems and Facebook Ads4:00 - Understanding the Customer Journey and the 30-60-90 Day Model6:30 - Leveraging Google and Facebook Ads for Long-Term Sales9:00 - Ad Strategy: Nurturing Leads Across Platforms11:00 - Conversion Tracking and the Challenge of Cross-Platform Attribution14:18 - Using Irresistible Offers to Drive Initial Engagement16:00 - Managing Delayed Upsell Conversions and Lookback Windows18:00 - Estimating Lead Value Through Data-Driven Models20:50 - Embracing Long-Term ROI: Lifetime Value and Ecosystem Impact22:00 - Lessons in Business: Success, Mistakes, and Financial WisdomConnect with Ralph Burns:https://true11.com/Linkedin - Ralph BurnsConnect with Rudy Mawer:LinkedInInstagramFacebookTwitter

Unveiling the Secrets of Private Equity SuccessI'm thrilled to share some incredible insights from our latest podcast episode featuring the brilliant Summer Craig, founder and managing partner of Craig Group. If you're an investment group or a growth-stage business owner, this episode is packed with valuable lessons and innovative strategies that you won't want to miss. Here's a sneak peek into our conversation:Key Takeaways from Summer Craig's Journey:Epiphany Moment**: Summer's entrepreneurial leap was inspired by a gap she noticed in measurable ROI for marketing activities. This realization led to the birth of Craig Group, focusing on proof and results in marketing.Scaling Challenges**: Balancing new business with staffing and maintaining margins is a delicate act. Summer shares her strategies for achieving this balance and ensuring quality service.Industry Insights and Trends:Digital Transformation**: COVID-19 accelerated the need for digital strategies. Many industrial companies realized the importance of a digital presence, leading to significant growth opportunities.AI and SEO Evolution**: AI tools like ChatGPT are revolutionizing SEO. Summer emphasizes the need for authentic, valuable content to stand out in the AI-driven landscape.Innovative Approaches:Machine Learning for Forecasting**: Craig Group developed a proprietary software platform that blends sales pipeline data with historical forecasts using machine learning, providing more accurate business forecasts.Paid Advertising Success**: Contrary to initial skepticism, Google Ads have proven highly effective for B2B technical products, sustaining entire sales funnels for some clients.Building Relationships in Private Equity:Network Reliance**: Warm introductions through existing networks are crucial in the private equity space. Success with one firm often leads to referrals to others.Targeted Strategies**: Expanding growth goals through targeted speaking opportunities and sponsorships at smaller events to showcase expertise and build new relationships.Leadership and Company Culture:Distributed Workforce**: Emphasizing flexibility and high expectations, Summer has built a high-performing, remote team that thrives on autonomy and balance.Hiring for Curiosity**: Engaging team members in projects that excite them ensures intellectual stimulation and high performance.

Send me a Text Message hereFULL SHOW NOTES https://podcast.nz365guy.com/611  What if the tools you use every day could be seamlessly integrated to transform federal operations? Join us as we welcome Ed Williams, a Senior Solutions Architect at AndWorks, who shares his extraordinary journey from soldier to Power Platform expert. With a passion for revolutionizing data management and reporting, Ed unveils how Power BI and CRM systems are enhancing efficiency within the federal government. He also offers a glimpse into his personal life, filled with family adventures in Maryland and a love for Old Bay seasoning. Embark on this exploration of how strategic applications on the Microsoft Power Platform are reshaping the landscape of enterprise deployments.Ever wondered how complex data security needs are met with the Power Platform? We tackle this and more, delving into the shift from the platform being perceived as a tool for citizen developers to one capable of addressing intricate data concerns. Ed and I highlight the importance of leveraging built-in features like auditing and security controls, and the hurdles of licensing management. We share practical insights into automating license allocation using auto-claim policies and structuring licenses around O365 teams for smooth transitions in large enterprises. Our discussion promises to enrich your understanding of security and governance within the Power Platform ecosystem.Discover the power of fusion teams working in harmony to streamline project management with the Power Platform. We explore how multidisciplinary teams can leverage custom-built tools to manage workflows and integrate various applications effectively. From fostering collaboration among developers, analysts, and change managers to stepping beyond familiar technologies, we underscore the necessity of embracing diverse tools. As we reflect on the evolution from Dynamics CRM to the Power Platform, I emphasize the importance of remaining open-minded to meet complex project needs. Embark on this journey to unlock the full potential of the Power Platform as a transformative connective hub for your enterprise. OTHER RESOURCES:Ed Williams' Blog: Automate The Mundane90 Day Mentoring Challenge 10% off code use MBAP at checkout https://ako.nz365guy.comSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening

HVH INSIGHTS I In dieser Folge von HVH Insights diskutieren André Keeve und Martin Theissing, warum Kennzahlen für Handelsvertreter von zentraler Bedeutung sind und wie ein CRM-System dabei helfen kann, diese effizient zu nutzen. Erfahre, wie du durch gezielte Kennzahlenanalyse dein Geschäft steuern kannst und warum der Einsatz eines CRM-Systems dir nicht nur Zeit, sondern auch wertvolle Einblicke in deine Vertriebsaktivitäten bringt.

HVH INSIGHTS I In dieser Folge von HVH Insights dreht sich alles um die effiziente Verwaltung von Provisionen für Handelsvertreter. André Keeve und Martin Theissing, Co-Geschäftsführer von Rhapsody Software, erklären, wie ein CRM-System dir helfen kann, den Überblick über deine Provisionen zu behalten und administrative Prozesse zu automatisieren. Erfahre, warum Excel-Tabellen häufig nicht mehr ausreichen und wie du durch clevere Prozessoptimierungen mehr Zeit für dein Kerngeschäft gewinnen kannst.

➡️ Alle Infos zu Pipedrive und der 14-Tage Testversion: http://aff.trypipedrive.com/felixthoennessen In dieser Podcast-Folge erfährst du fünf entscheidende Schritte, wie du dein Vertriebssystem verbessern kannst, um mehr Umsatz zu erzielen: 1️⃣ Einwände richtig vorwegnehmen. 2️⃣ CRM-System (Pipedrive): Leads besser managen, Verkaufsprozess automatisieren und visuell darstellen. 3️⃣ Direkter Kundenkontakt: Telefon/Gespräch, statt nur Social Media. 4️⃣ Bestandskundengeschäft nutzen: Cross-Selling und Upselling bei bestehenden Kunden. 5️⃣ Neue Trends für Produktentwicklung erkennen und nutzen. Vergiss nicht, diesen Podcast zu abonnieren und zu bewerten, um mehr solcher wertvollen Tipps zu erhalten! --- 00:00 - Einführung 00:41 - 1. Einwände richtig behandeln 04:04 - 2. Das richtige CRM-System nutzen 08:54 - 3. Direkter Kundenweg 10:13 - 4. Mehr Umsatz durch Bestandskunden 11:05 - 5. Marktanpassungen durch Produktentwicklungen 12:19 - Zusammenfassung und Abschluss --- ► Lass uns dein Business zum wachsen bringen:  ► Wie ich dir ganz konkret helfen kann:  ► Hier kommst du direkt zu meiner Website:  ---Du bist Selbständige:r oder Unternehmer:in und willst regelmäßig mit den wichtigsten Informationen versorgt werden, die du brauchst, um dein Business auf das nächste Level zu bringen? Dann bist du hier genau richtig. Folge meinem Kanal und lass dich regelmäßig mit den besten Business Tipps versorgen, so dass du endlich richtig durchstarten kannst. Hat Dir die Folge gefallen und DU möchtest mehr solchen Input?  Dann lass einen Daumen nach oben da und gib dein Feedback in den Kommentaren! Mehr über Felix ▬▬▬▬▬▬▬▬▬▬▬▬▬ Felix Thönnessen ist seit vielen Jahren Jahren Keynote Speaker und gibt als Mentor sein Wissen an Gründer:innen, Unternehmer:innen und Selbstständige weiter. Dabei behandelt er Themen wie  Wachstum, Skalierung, Marketing und Vertrieb. 4 Jahre lang hat er als Coach bei der TV-Serie "Die Höhle der Löwen" auf Vox die Teilnehmer*innen fit gemacht. Thönnessen ist nicht nur Berater und leidenschaftlicher Autor von vielen Büchern, sondern hat bereits über 1.000 erfolgreiche Unternehmen begleitet. In mehreren hundert gehaltenen Vorträgen hat er wertvolle Tipps und Hinweise  zum Thema Business Aufbau und Skalierung weiter gegeben Hier gibt's mehr! ► Instagram► LinkedIn ► Webseite

When it comes to picking a CRM system, the answer is simple: Don't pick it yourself. ❌As a leader, your role isn't to dictate the tools your team uses—it's to empower them to choose what works best.Your customer service team is in the trenches every day, handling the workflows, pain points, and needs that a CRM must address.They know better than anyone what features will make their job easier and more efficient.

Jason Wright is a speaker, author, entrepreneur, limited partner real estate investor, podcast host and digital marketing architect with a passion for helping other business owners with their sales funnels. Jason prides himself on his ability to connect with people and speak to them in a language they understand. Jason is able to design successful marketing automation machines all while keeping a positive attitude and sense of humor along the way.   In this episode, we talked to Jason about his switch from corporate America to entrepreneurship and his tips on gaining time freedom, the importance of using CRM systems and where to start, his investment strategies, common mistakes made with CRM systems, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   CRM Systems;   02:11 Jason's background; 05:33 Tips for gaining time freedom; 10:25 The importance of using a CRM system; 13:58 Where to start to create the CRM framework; 17:40 An insight into his investment strategy; 21:02 Common mistakes made while setting up CRM; 24:51 Round of Insights   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: Trying to do everything himself after building his first business. Digital Resource: Calendly. Most Recommended Book: How to Win Friends & Influence People. Daily Habit: Waking up at 09:00, making coffee, and staring at palm trees under Georgian sunshine. #1 Insight for leveraging a CRM system: Using it as frequently as possible to get better at it. Best place to grab a bite: Any seafood place in Amelia Island, Florida.   Contact Jason: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.  

In this episode of DanceStudio411, we're joined by Stephen Reinstein from Market Muscles to explore the essential elements of a dance studio website and how to optimize it to attract and retain more students. Stephen will walk us through common pitfalls studio owners often face, like putting too much emphasis on current students, overwhelming their site with information, or displaying schedules and pricing too soon. Discover how these missteps can hinder your lead generation and learn actionable tips to enhance your website and attract more students to your studio. Key Highlights Stephen's background and Market Muscles [1:46] The purpose of a website for a dance studio / common mistakes [8:43] Retraining our students and parents on where to find information [12:40] What improvements can you make to your website to make it convert better [14:07] What type of images, copy, and call to actions should you be featuring on your website [20:18] Why removing your schedule & pricing from your website is so effective, and how to turn it into the best call to action ever! [25:28] Lead generation, CRM Systems, and AI [30:46] Resources Mentioned: Market Muscles Market Muscles Website Audit Snappr stephen@marketmuscles.com Stephen's book: “From Clicks to Customers” Connect with Us: Follow Dance Studio 411 on social media for more tips, resources, and inspiration to help you navigate the dance studio world. Don't forget to subscribe and leave us a review on your favorite podcast platform!

Ein Unternehmen von 0 auf aufbauen, mal die ersten 10.000€ ohne Vorerfahrung im Internet verdienen, sich ein zusätzliches Einkommen aufbauen, ist der erste Schritt. Der nächste Schritt ist allerdings dann, sein eigenes Business von 10k im Monat auf über 100k zu skalieren, was nur die wenigsten Unternehmer wirklich schaffen... In dieser Folge des Next Level Business Podcast erklärt dir Agenturinhaber und Unternehmer Max Weiß, wie du Schritt für Schritt von 10k im Monat auf 100k im Monat mit deinem Unternehmen kommst. Hier geht es zu einem kostenlosen Telefonat mit Max: https://maxwei1.typeform.com/to/v0DTx9 Hier geht es zum "inner Circle" auf Telegramm: https://t.me/maxweiss21 Hier geht es zum CRM System und All-In-One Plattform für Agenturen: www.agentursysteme.com

In this episode of Corralling the Chaos, host Angela Alea and Thomas Hudson, LASSO's Director of Implementation, dive into the complexities of software implementation. They explore why companies often struggle to fully leverage systems like CRMs and ERPs, despite heavy investments. The discussion highlights the importance of setting clear goals, ensuring effective communication, and involving key stakeholders from the start.Key insights include overcoming common pitfalls, establishing regular checkpoints, and the critical role of a dedicated support team. Whether you're adopting a SaaS platform or transitioning to new software, this episode offers practical advice to help companies achieve a smooth and successful implementation.

HVH INSIGHTS | In dieser zweiten Episode von HVH Insights beleuchten wir die Herausforderungen, die bei der Umstellung auf ein neues CRM-System für Handelsvertreter auftreten können. Gemeinsam mit Martin Theissing, Co-Geschäftsführer von Rhapsody Software, spreche ich über die wichtigsten Aspekte, die es bei der Einführung eines neuen Systems zu beachten gilt. Vom Thema Datenmigration über die Integration ins Tagesgeschäft bis hin zur Überwindung von Vorbehalten bei den Mitarbeitern – diese Folge liefert praxisnahe Tipps und wertvolle Einblicke.

In this episode of the B2B Marketing Excellence Podcast, host Donna Peterson discusses the vital role of marketing in today's manufacturing landscape. Joined by Robert Rose, Chief Strategy Advisor for Content Marketing Institute, they explore the importance of storytelling, personalized communication, and building trust with customers. These practical strategies will help you create valuable content that will resonate with your specific audience, and show how leveraging digital tools can help you efficiently and effectively implement a marketing campaign that will increase sales.Timestamps-00:00 Introduction to Modern Marketing for Manufacturers02:45 Creating Valuable Content for Industrial Brands05:24 The Importance of Personalization in Marketing07:41 Tactics for Lean Marketing Teams11:09 Building a Content Strategy26:19 Evaluating and Scaling Your Marketing Efforts30:33 Essential Tools for Digital Strategy33:17 Conclusion and Key Takeaways If you would like to continue this conversation, please feel free to contact Donna Peterson at dpeterson@worldinnovators.com.____________________________________________________________________________________________________

#233 Wormland | Verkaufstalent zum Retail-Revolutionär | Tim Kälberers | CEOWie ein Omnichannel-Visionär den stationären Handel neu definiertIn dieser Folge des Startcast Podcasts spricht Max mit Tim Kälberer, dem Geschäftsführer der Theo Wormland GmbH, über den mutigen Wandel eines traditionsreichen Herrenausstatters in die digitale Ära. Tim, der vom Studentenjob bis in die Chefetage aufstieg, gibt Einblicke in die Herausforderungen, denen WORMLAND während der Corona-Pandemie gegenüberstand, und wie das Unternehmen durch die Einführung eines Online-Shops und die Umstellung von Filialen auf Lagerhäuser seine Existenz sicherte.Tim erklärt, wie WORMLAND trotz fehlender Vorbereitung und unter enormem finanziellen Druck den Umsatz steigern konnte und warum Experimente und eine agile Herangehensweise der Schlüssel zum Erfolg waren. Im Gespräch werden auch die Bedeutung eines durchdachten CRM-Systems, die Rolle von Geo-Marketing, und die Integration digitaler Tools in den stationären Handel beleuchtet.Entdecke, wie WORMLAND als Omnichannel-Retailer neue Maßstäbe setzt und warum die Verbindung von Online- und Offline-Welten die Zukunft des Einzelhandels prägt. Tim teilt seine Erkenntnisse über die Entwicklung eigener Marken wie Atelier 37 und warum die Kombination aus Tradition und Innovation der Schlüssel zur langfristigen Kundenbindung ist. Get bonus content on Patreon Hosted on Acast. See acast.com/privacy for more information.

In this episode, Lori welcomes Nikki Green, a life and business resiliency expert, to discuss the essential foundations for building a successful business. They explore the critical mindset shifts required for transitioning from an employee to an entrepreneur, emphasizing the importance of financial literacy, understanding revenue streams, and effective cash flow management. Nikki shares practical advice on product development, the value ladder concept, and the significance of a robust customer relationship management (CRM) system. The episode provides actionable insights and strategies for aspiring entrepreneurs to build a solid business framework and navigate the challenges of entrepreneurship. Nikki's Free Gift: How to Fall in Love with a Digital Notebook Connect with Nikki:Nikki's Website Instagram: @greenchameleoncollective Nikki's other links Resources: Are you frustrated that your business isn't growing? "Messy to Magnetic: Unlocking the Secret to Effective Marketing" is a free course that goes over the top 10 mistakes small business owners make with attracting their ideal client and converting those clients to leads. Click here for your free gift!  Join Lori's private Facebook group - Make Your Marketing Simple. Lori interviews her guests in the group (giving you advance listening!) and has a community of small business owners just like yourself to connect and grow their businesses.  Join now!  Schedule a Website Biz Accelerator call. Answer just a few questions and Lori will audit your website for the ONE biggest change you can make to your site to get more clients.  Schedule here!  Connect with Lori  

In this episode of Building Globally: Lessons in Enterprise Product Growth, host Adam Stead is joined by Jean-Baptiste Guerin, Head of Product at N26, to discuss global financial applications, globalization strategy, and the challenges of delivering products to a global client base. Drawing from his experiences at both N26 and Block, Jean-Baptiste shares valuable insights on successful international expansion and the pitfalls to avoid.

In this episode of Building Globally: Lessons in Enterprise Product Growth, host Adam Stead is joined by Meg Watson, a product lead at DoorDash with previous experience in leadership roles at Spotify and Stitch Fix. They discuss the intricacies of building and managing successful product teams, decision-making processes, and the evolution of remote work in the tech industry.

In this episode of Building Globally: Lessons in Enterprise Product Growth, host Adam Stead is joined by Kam Star, Chief Product Officer of Chaos, to discuss why you should consider the red ocean environment of a product, how you can use your customer community to grow, and how to lean on creativity.

In Episode 93 of the "Leadership in Manufacturing" podcast, host Sannah Vinding engages in a captivating discussion with Maryellen Stack, the director of marketing communication for Sager Electronics. Together, they explore the significance of providing a seamless customer experience and adapting to new digital habits, particularly in the context of a company's website. Maryellen sheds light on the evolution of marketing in the manufacturing industry, from traditional approaches to the integration of social media, video, and podcasts. She emphasizes the importance of collaboration between sales and marketing, driven by the pandemic, for a cohesive customer strategy and the development of effective CRM systems. Join us for an insightful conversation that delves into the essence of modern marketing strategies, customer-centric approaches, and the impact of continuous learning and mentorship in shaping future industry leaders. Leadership In Manufacturing Podcast - Episode 93 You can reach Maryellen here: https://www.linkedin.com/in/maryellenstack/ Stay Ahead, Stay Informed: Get Your Leadership Boost! Sign up for our Newsletter:: https://leadershipinmanufacturing.com/newsletter/ For more content like this, subscribe to Leadership In Manufacturing on Apple or Spotify, or wherever you like to listen. You can find Sannah on LinkedIn: https://www.linkedin.com/in/sannahvinding/ or visit https://leadershipinmanufacturing.com/hello/ The "Leadership in Manufacturing" podcast is ranked in the top 10 best electronics podcasts worth listening to in 2024. Stay curious and keep learning Thanks for listening! Sannah PS. you can find all Leadership episodes: https://leadershipinmanufacturing.com/episodes/

In this episode of Building Globally: Lessons in Enterprise Product Growth, host Adam Stead is joined by Sanah Ansari, Director of Product at Capital One. Together they discuss the challenges and benefits of modernisation in a large company, emphasising the importance of strategic vision, stakeholder management, and adapting to changing consumer expectations.

Join us for a discussion about how you can develop a simple CRM system that works well for your business. Adrienne Bellehumeur, author of 24 Hour Rule, shares her tips on developing a simple CRM system with simple tips to apply in your process. Karl also shares how you can build systems to create a CRM process that works well for your business. 1. Simple CRM Philosophies Adrienne discusses three key CRM philosophies: 1) CRM is about the process, not just the tool; 2) CRM is about keeping the door open with clients, not just opening it; and 3) CRM is especially important for non-sales people who only sell part-time, as it helps them stay organized. 2. Effective Follow-Up Strategies Adrienne shares two powerful follow-up techniques: 1) "Dripping" - doing a small amount of follow-up consistently (e.g. 2 contacts per day), which compounds over time; and 2) "Batching" - doing larger bursts of follow-up outreach (e.g. 20-30 emails) to maximize the chances of a sale. 3. CRM Cheat Sheet for Beginners Adrienne provides a simple CRM "cheat sheet" for those just getting started: 1) Maintain a contact database, 2) Track active sales campaigns, 3) Prioritize open opportunities, and 4) Set reminders and follow-up tasks. 4. The Power of the 24-Hour Rule Adrienne explains the "24-hour rule" - the idea that processing information and taking action within 24 hours of a client interaction is crucial, as our memory and connection to the details fades quickly over time. This is a key principle for effective CRM. 5. Recap and Next Steps Adrienne and Karl summarize the key takeaways from their discussion on simplified CRM strategies, noting that the simple approaches they covered can be highly impactful, even for more complex businesses. They discuss plans to potentially turn the conversation into a podcast. You can learn more about Adrienne Bellehumeur at Bellehumeur Company or on LinkedIn. As always, if you have any questions or want to submit a guest for the podcast that you think would be amazing, just reach out to me on the Dig to Fly website, and I'll do my best to get them on. If you enjoy the interview, please take 30 seconds to rate the Systematic Leader podcast on your favorite platform. Thanks!

In this episode of Building Globally: Lessons in Enterprise Product Growth, host Adam Stead is joined by Shahzad Shaikh, Head of Product Management, Growth, Mobile, and Customer Engagement at Asana. Together they discuss the importance of growth strategies in product management, the need to balance growth with product quality, and the role of growth teams.

Be sure to register for my free training on, "The 5-Step Formula to Closing More Deals without the Price Pushback, 'Think-It-Overs' or Ghosting"https://salesinsightslab.com/training/Welcome to Data Driven Insights, the podcast that helps sales reps and business owners elevate their game and close more deals at higher prices. I'm your host, Marc Wayshak.In this episode of Data Driven Selling, we delve into a fundamental challenge faced by sales professionals: How to close deals more quickly and prevent them from slipping through the cracks. Marc emphasizes that many issues encountered at the end of the sales process actually stem from how the process was initiated. To address this, Marc introduces a five-step strategy designed to accelerate any sales cycle and drive more effective results:1. Organize your entire process.Every professional salesperson, and every sales organization as a whole, must have a good CRM system in place to organize everything. The last thing you want to do is just have your entire sales process organized in some Excel spreadsheets, on paper, or in Google Docs.You don't ever want to walk into the office wondering what your day will look like. Your process should be so organized that you already know exactly what each day is going to entail. There must be a particular system through which you can see your entire pipeline, so that way nothing is ever slipping through the cracks. The more organized your process, the better off you'll be. Having a good CRM system that really holds it all together is simply key to closing the sale faster.2. Disqualify prospects.This is less about organization and more about how you're actually selling. One of the reasons many sales start to slow down is that they were never truly qualified in the first place. You must become adept at using a systematic process to understand whether each prospect is actually qualified or disqualified. This is essential to closing the sale faster, because otherwise you'll spend all of your time with disqualified prospects that have just kind of hung around in your pipeline. You've got to clean those people out, and move on. By learning to disqualify prospects early on, you'll enable yourself to focus your time and energy on prospects that are actually a good fit.3. Present only what's relevant.Salespeople constantly want to present their entire offering to every single prospect. But the reality is that you probably have an offering that's pretty broad. And so your prospects often don't need everything that you do. They only need certain things.Presenting features or components of your offering that are outside the scope of what the prospect is really trying to solve only distracts them—and slows down the sale.If you really want to close the sale faster, you must present only what's relevant.4. Be NSO.NSO stands for Next Step Obsessed. One of the most common reasons sales start to slow down is a lack of clear next steps. If you really want to start closing the sale faster, then you need to become absolutely obsessed with next step. As in, you can't sleep at night if you know that you didn't schedule a next step in that last meeting.Once you prioritize next steps and become militant about scheduling them in every meeting or sales conversation, you'll noticed that you're able to hold sales together far more effectively.One of the biggest mistakes you can make in sales is to give a proposal to a prospect and then plan to “reconnect in a couple of months” or something similarly vague. Instead, there should always be a scheduled appointment in the calendar. Become obsessed with asking every prospect, “Do you have your calendar in front of you?” before ending any sales conversation. (And by the way, everyone has their calendar in front of them nowadays.)Always get that next step in the calendar right then and there, and send out a calendar invite while you're actually on the phone or on the Zoom or for face to face with the prospect. Always be obsessed with next steps.That's going to hold the sale together. And it's going to condense your sales cycle, so you can start closing the sale faster.5. Live by your pipeline.The next step to closing the sale faster is to become crystal clear—and truly honest—about your pipeline's strongest opportunities, and where you need to focus your time. Living by your pipeline and only focusing on the very best opportunities means condensing that sales cycle and closing the sale faster. And, quite frankly, more frequently. Marc wraps up the episode by offering listeners the opportunity to register for a free video training session, designed to provide additional tactical advice on closing deals without facing common issues like price pushback or ghosting. To access this valuable resource, visit closingtraining for instant access.

In this episode of Building Globally: Lessons in Enterprise Product Growth, host Adam Stead is joined by Manlio Lo Conte, freelance Advisor, Investor, and Coach, and previous Chief Product Officer at Zwift, to discuss the future of voice software, how AI and voice software co-exist, and offer an internal look at the software and hardware teams of Amazon, Meta, and Zwift.

Be sure to register for my free training on, "The 5-Step Formula to Closing More Deals without the Price Pushback, 'Think-It-Overs' or Ghosting"https://salesinsightslab.com/training/Welcome to Data Driven Insights, the podcast that helps sales reps and business owners elevate their game and close more deals at higher prices. I'm your host, Marc Wayshak. In today's episode, we're diving into one of the most crucial aspects of the sales process: how to start a sales conversation with any prospect. It's often said that starting strong leads to ending strong, and this principle is especially true in sales. In this episode, I'll be sharing our unique approach known as the "opening play," which goes beyond the typical elevator pitch. We'll explore how to kick off your conversations with key insights about what you help clients achieve, the challenges they face, and prompt engagement to enter a meaningful dialogue. If you're ready to transform the way you approach your prospects right from the start, stay tuned for actionable insights that can change your selling game. Let's get started!KEY POINTS Introduction and Importance of Starting a Sales Conversation:- Impact of how you start on ultimate outcome.- Philosophy taught by one of Marc's mentors: strong start leads to strong end.- Goal: Develop a way to start conversations that prompts prospects to open up and make buying decisions.Develop Your Opening Play:- Explanation of the "opening play" concept.- Contrast with traditional methods like 30-second commercials or elevator pitches.- Importance of a structured approach in the first 20 to 30 seconds.    - Problems with typical salespeople getting off-track.    - Need for a tight and concise opening.Start with What You Help Clients Achieve:- Problems with starting conversations focusing on what you sell.- Suggested approach: Start with what you help clients achieve.    - Examples:        - Insulation company focusing on a warm house.        - CRM systems focusing on organized leads and increased revenues.Discuss Key Challenges You're Seeing:- The importance of addressing key challenges prospects face.- Demonstrating insights into common challenges affecting prospects.    - Importance of showing value and insight.    - Conversion of these challenges into engagement.    - Analogy to a doctor's perspective.Close with Engagement Prompt:- How to end the opening play with a prompt.- Preferred closing question: "Do any of those issues ring true?"    - Purpose of prompting the prospect to engage.    - Contrast with common pitfalls of traditional closing.Practical Example of Opening Play:- Sample opening play sequence Marc would use.    - High-level overview focusing on salespeople or small businesses.    - Key elements:        - Clients leverage data to drive revenues.        - Challenges like low-price competitors, generating new business, and difficult sales environment.        - Closing question to prompt engagement.Conclusion:- Recap of the power of a well-constructed opening play.    - Insight demonstration.    - Prompting prospect engagement.

Welcome to "Let's Talk Business"! In today's episode, host Meny Hoffman sits down with entrepreneurial guru Jon Darbyshire to delve into the intricacies of software implementation and AI-driven business solutions. Tune in as they explore why so many software projects fail, the pivotal role of AI in transforming everyday tasks, and how Darbyshire's Smart Suite is setting new standards in project management. They also share insights from the startup grind conference, discuss how to vet the best project management systems, and the critical importance of customer feedback and company culture in driving growth and innovation. Plus, get inspired by exclusive stories from Darbyshire's journey, including the successful sale of Archer Technologies. Whether you're a tech enthusiast or a business leader aiming for greater efficiency, this episode offers a wealth of practical advice and forward-thinking strategies.  Jon's Links and Etc  (smartsuite.com) (https://www.linkedin.com/in/jondarbyshire/) (https://www.youtube.com/@hellosmartsuite) The book that changed my life : Outliers by Malcolm Gladwell. Advice I'll never forget : follow the customer. Topics within this episode :  ### 1. Factors Contributing to Software Implementation Failures - Overly simple or complex processes - Need for automation to streamline tasks ### 2. Utilization of AI in Smart Suite - Enhancing user experience and improving client work - Automating content generation, summarization, and management - Creating custom workflows and CRM systems - Enabling data analysis through chatbots and dashboards ### 3. Insights from Startup Grind Conference - AI's potential impact on various industries - Exponential growth and utilization of AI in businesses ### 4. Importance of Using AI for Task Automation - Automating disliked or inefficiently performed tasks - Leveraging AI for improved productivity and time-saving benefits ### 5. Selecting Software and Considering Tech Stack - Importance of the tech stack for younger employees handling day-to-day activities - Vetting the proper system for project management   - Understanding available features   - Mapping out the process   - Utilizing free trials for comparison ### 6. Involving Team in Decision-Making Process - Creating ownership and involvement in chosen systems ### 7. Client Feedback and Product Development - 90% of feature growth from direct client feedback - Public roadmap and customer-inspired development - Building relationships through regular customer meetings - Involving customers in development processes for better outcomes and adoption ### 8. Archer's Referral Program and Hiring Practices - $2,500 offered for referrals leading to hires staying for a year - Assessing cultural fit through lunch meetings with existing team members ### 9. Long-term Versus Short-term Hiring Practices - Prioritizing culture fit and internal referrals - Differences between bootstrapped companies and venture-backed companies ### 10. Archer's Acquisition by EMC - Negotiations with multiple parties - Adjustments due to differences in company culture - Post-acquisition operational and community involvement changes - Archer's culture ultimately prevailing ### 11. Development of Smart Suite - Inspiration from Hoffman's break and startup investments - Need for a single platform to manage various processes and projects - Native integrations with over 6000 products - Eliminating the need for multiple point solutions ### 12. Data Integration and Management Reporting - Solving the problem of disparate point solutions - Importance of accessible and consolidated data for decision-making - User-friendly and collaborative interfaces for younger users ### 13. Use Case and Customer Experience with AI - Rebranding PTAC's group website focusing on UI/UX, coding, and analytics - Significant cost savings and efficiency improvements within 20 days of implementation ### 14. Future Strategic Goals for Smart Suite - Integrating AI in a non-intrusive and understandable way - Simplifying interfaces for general users while adding features for advanced users ### 16. Rapid-fire Questions and Personal Insights - Book recommendation - Memorable advice - Future traveling aspirations ### 17. Hiring Practices at Archer - Hiring individuals with specific experience levels - Focus on consulting backgrounds - Prioritizing employee referrals for cultural compatibility - Balancing hiring top talent with maintaining company culture This sequence encapsulates the primary and sub-topics discussed in this episode, providing a clear and comprehensive understanding of the content.   Keywords :  software implementation failures, AI in business, automation in tasks, Smart Suite AI, custom workflows, CRM systems, data analysis, startup grind conference, AI impact, employee tech stack, project management system, free software trials, team decision-making, customer feedback, public roadmap, customer-inspired development, recruitment strategies, culture fit, internal referrals, bootstrapped companies, venture-backed companies, acquisition negotiations, Archer Technologies, EMC acquisition, direct-to-consumer product, managing processes, no-code platforms, data integration, user-friendly interfaces, Microsoft Clarity, cost savings and efficiency.

In this episode of Building Globally: Lessons in Enterprise Product Growth, host Adam Stead is joined by Diego dos Santos, Director of ‘pay-by-bank' Product Management at Mastercard. Together, they discuss product growth strategies for international software products.