Podcasts about crm systems

Get ready to reimagine the future of strategic recruiting. In this pivotal episode of The Full Desk Experience, Crelate CEO Aaron Elder joins host Kortney Harmon to share cutting-edge strategies for thriving in the rapidly evolving, post-AI era—essential listening for owners, directors, and executive-level leaders.Key insights you can't miss:-The Post-AI Paradigm: Why AI is already as essential as electricity, and what “post-AI” really means for search firms' competitiveness and client expectations.-Redefining Value: How winning firms use targeted, specialized AI agents—not hype—to create lasting value and deeper client relationships.-From Boxed Data to Living Platforms: The shift from static CRM systems to dynamic, evolving platforms that continuously deliver new insights and productivity.-Human + Machine Synergy: In high-trust fields like executive search, where does AI support human expertise, and when is the “human touch” irreplaceable?-Operational Transformation: From outbounding to back-office, every business process is up for reinvention.Do you know if the roles you fill today will even exist in two years? How will your team adapt as AI and automation accelerate client demands—and shift the very nature of work?Hit play to hear how leading firms are pivoting now—and what you should be asking to stay ahead.__________________________Follow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

Send us a textIn this episode, the panel of family office experts and investors discusses the impact of emerging technologies like AI and data analytics on business practices and communication. The conversation touches on the integration of AI tools in real estate, the shift to remote work, and how these innovations are shaping the future of family offices and investments. The experts also dive into strategies for building strong, long-term relationships in investing, the growing importance of impact investing, and the benefits of incorporating philanthropy and legacy-building into family office strategies. The episode offers insights on finding success through both financial and social value while emphasizing the importance of balance in life and business.

Learn how to manage your prospects effectively by categorizing them into A, B, and C levels, ensuring you're only investing your precious time and resources on the most promising leads. With Mark's insights, you'll discover why treating all prospects the same is a missed opportunity and how leveraging a CRM system can streamline your efforts. This episode promises to arm you with strategies that enhance productivity and boost your sales success. ⭐ Leave us a rating or review on your favorite podcast app. We actually read them!

Summary IIn this episode of the Customer Service Revolution podcast, Denise Thompson and John DiJulius discuss the importance of personalized customer service and the techniques of 'Secret Service' that can enhance customer experiences. They explore how to implement these techniques effectively, the significance of knowing clients personally, and the evolution of customer service terminology. The conversation also highlights memorable customer service experiences and the impact of community in customer relationships. Takeaways Personalization in customer interactions is crucial. Utilizing CRM systems can enhance customer relationships. Listening to customers can reveal valuable insights. Sending personalized follow-ups shows genuine care. The 'Ford' method helps in remembering client details. Creating a community around your service fosters loyalty. The evolution of customer service terminology reflects industry growth. Memorable experiences can significantly impact customer loyalty. Secret Service techniques can differentiate your business. Chapters 00:00Welcome and Introduction to Customer Experience 01:11Building Personal Connections with Clients 05:21Understanding Client Goals and Interests 09:41The Importance of Data Entry and CRM Systems 14:14Creating a Community Through Customer Relationships 21:49The Evolution of Secret Service to Customer Service Revolution Links Six Reasons Your CX Plummets When Your Business Skyrockets, and How to Fix It: https://thedijuliusgroup.com/download-reasons-your-customer-experience-plummets/ Customer Experience Executive Academy: https://thedijuliusgroup.com/project/cx-executive-academy/ Employee Experience Executive Academy: https://thedijuliusgroup.com/project/exea/ Interview Questions: https://thedijuliusgroup.com/resources/ The DiJulius Group Methdology: https://thedijuliusgroup.com/x-commandment-methodology/ Experience Revolution Membership:  https://thedijuliusgroup.com/membership/ Schedule a Complimentary Call with one of our advisors:  tdg.click/claudia Secret Service Blog:  https://thedijuliusgroup.com/secret-service-turns-20-and-the-dijulius-group-is-born-with-superior-customer-service-as-the-single-biggest-competitive-advantage/ Subscribe We talk about topics like this each week; be sure to subscribe wherever you listen to podcasts so you don't miss an episode.

Welcome back to the Empower Her Business Accelerator Podcast — the space where ambitious women get the strategy, encouragement, and tools they need to build businesses that thrive. I'm your host, Philippa Chandler, and this episode is a must-listen for any entrepreneur who's ready to grow a meaningful, mission-driven brand — without sleazy sales tactics. Today, I'm thrilled to welcome Liz Hansen, owner and photographer behind Chicago Boudoir Photography, the Windy City's premier boudoir studio. Liz is so much more than a photographer. She's a bold businesswoman who built a thriving company rooted in confidence, community, and smart systems. She's been featured on TEDx, NPR, and more, and in this episode, she's pulling back the curtain on how she attracts her dream clients, builds trust, and automates with heart. Whether you're a solopreneur building from scratch or a CEO scaling a team, Liz's approach to storytelling, tech tools, and intentional messaging will help you rethink how you sell and serve — while staying rooted in your mission. ⏱️ Episode Breakdown (00:00) Welcome + Guest Intro (01:00) Liz's journey from wedding photography to empowering boudoir (03:00) What boudoir photography really is (and why it's so transformative) (04:00) Creative marketing without relying on sexy visuals (05:00) Creating experiences vs. selling a product (06:00) How Liz uses in-person events and gift bags to build trust (08:00) Why female-only networking events matter for the right pitch (09:00) How Liz grew a Facebook group that now brings in 50% of her business (11:00) Tips for platform-specific engagement that actually works (14:00) The power of showing up authentically — and repelling the wrong audience (15:00) Balancing community building with strategic sales (17:00) What to send new contacts: phone calls, Facebook groups, or both? (18:00) Exclusive group-only content and behind-the-scenes bonuses (20:00) How automations helped Liz scale her high-touch business (24:00) Using systems to become more human, not less (29:00) Positioning your brand as small-but-personal in the inbox (30:00) Finding your deeper mission beyond making money (32:00) Why you are the secret sauce in your brand (34:00) How to connect with Liz and get free empowerment resources

Verzettelst Du Dich noch in Excel-Tabellen oder arbeitest mit einem in die Jahre gekommenen CRM-System? Dann wird es Zeit für einen echten Neustart. In diesem Webinar zeigen wir Dir, wie Du den Umstieg auf HubSpot strukturiert und erfolgreich meisterst – und warum sich dieser Schritt für Dein Unternehmen lohnt. Worum geht's? Viele Unternehmen kämpfen mit unübersichtlichen Daten, manuellen Prozessen und fehlender Skalierbarkeit. Wir machen Schluss mit dem Tool-Wirrwarr und führen Dich Schritt für Schritt durch den Migrationsprozess – von der Datenbereinigung über den Import bis zur Einrichtung sinnvoller Workflows. Du erfährst, wie HubSpot als modernes CRM Deine Prozesse automatisiert und welche Quick Wins sofort spürbar sind. Zusätzlich lernst Du Supered kennen – die smarte Assistenzlösung, die Dein Team beim Onboarding unterstützt und Change Management leichter macht. Ein Praxisbeispiel mit Live-Demo zeigt Dir, wie die Einführung in der Realität aussieht und worauf Du achten solltest. In der abschließenden Q&A-Runde beantworten wir alle offenen Fragen. Das wirst Du nach dem Webinar gelernt haben: - Warum der Umstieg von Excel oder einem alten CRM auf HubSpot langfristig sinnvoll ist - Welche typischen Fehler bei der Migration vermieden werden sollten - Wie Du Deine Daten effizient vorbereitest, bereinigst und importierst - Wie ein durchdachtes CRM-Setup in HubSpot aussieht – inklusive Workflows und Automatisierungen Welche Herausforderungen im Change Management auftreten können und wie Du sie löst Wie Supered Dein Team im Alltag unterstützt und das Onboarding beschleunigt Was Best Practices aus der Praxis zeigen – mit konkreten Tipps aus der Live-Demo

Summary In this episode of the Customer Service Revolution podcast, Denise Thompson and John DiJulius discuss the importance of customer experience, particularly in the context of the Customer Experience Executive Academy. They explore how businesses can navigate economic uncertainty by focusing on enhancing customer experiences. John shares insights on the concept of 'Secret Service' in customer service, emphasizing the need for personalized interactions and systems that recognize customer loyalty. The conversation also touches on the role of AI in improving customer service and the importance of creating a memorable experience for every customer. In this conversation, John and Denise explore the importance of building personal connections with clients through effective communication and understanding their goals. They discuss the significance of utilizing CRM systems to track client information and the role of team collaboration in enhancing customer experiences. The discussion also highlights the evolution of the Secret Service concept into a broader Customer Service Revolution, emphasizing the need for businesses to create communities and foster relationships with their clients. Takeaways The Customer Experience Executive Academy fosters a strong community among leaders. Doubling down on customer experience is crucial during economic uncertainty. Secret Service is about making customers feel recognized and valued. Visual triggers can enhance customer recognition in service industries. Personalized service is key to creating unforgettable experiences. AI can assist in providing personalized customer interactions. Understanding customer journeys is essential for effective service delivery. Different industries can adapt Secret Service principles to their context. Customer loyalty can be enhanced through effective database management. Building personal connections enhances client relationships. Utilizing AI can help in remembering client details. Understanding client goals is crucial for personalized service. Data entry in CRM systems is essential for effective communication. Creating a community around clients fosters loyalty. Secret Service techniques can differentiate businesses. Employees benefit from making clients feel valued. Regular updates in CRM systems improve service quality. Team collaboration enhances customer experience. The evolution from Secret Service to Customer Service Revolution reflects changing business needs. Chapters 00:00 Welcome and Introduction to Customer Experience 02:59 The Customer Experience Executive Academy 05:50 Navigating Economic Uncertainty in Customer Experience 08:55 Understanding Secret Service in Customer Experience 11:54 Implementing Secret Service Systems 14:56 Adapting Secret Service Across Industries 18:11 Utilizing Databases for Personalized Service 21:04 The Role of AI in Enhancing Customer Experience 29:16 Building Personal Connections with Clients 35:04 Understanding Client Goals and Interests 40:09 The Importance of Data Entry and CRM Systems 45:31 Creating a Community Through Customer Relationships 54:26 The Evolution of Secret Service to Customer Service Revolution   Links Six Reasons Your CX Plummets When Your Business Skyrockets, and How to Fix It: https://thedijuliusgroup.com/download-reasons-your-customer-experience-plummets/ Customer Experience Executive Academy: https://thedijuliusgroup.com/project/cx-executive-academy/ Employee Experience Executive Academy: https://thedijuliusgroup.com/project/exea/ Interview Questions: https://thedijuliusgroup.com/resources/ The DiJulius Group Methdology: https://thedijuliusgroup.com/x-commandment-methodology/ Experience Revolution Membership:  https://thedijuliusgroup.com/membership/ Schedule a Complimentary Call with one of our advisors:  tdg.click/claudia Secret Service Blog:  https://thedijuliusgroup.com/secret-service-turns-20-and-the-dijulius-group-is-born-with-superior-customer-service-as-the-single-biggest-competitive-advantage/ Subscribe We talk about topics like this each week; be sure to subscribe wherever you listen to podcasts so you don't miss an episode.

Can you build a billion-dollar brokerage by saying “no” more than you say “yes”? In this episode of the Real Estate Excellence Podcast, Tracy Hayes welcomes Corey Hasting. Corey opened his first Engel & Völkers shop in Jacksonville Beach on April 30, 2018. Since then, Corey has opened 3 additional shops located in Amelia Island, the Beaches Town Center and St. Johns Florida. Since opening Corey has recruited over 80 top producing advisors who should sell more than $700,000,000 in volume and over 1500 transactions in 2021. Corey has been awarded countless awards since opening the Jacksonville franchise including being a member of the class of 2020 for the prestigious 40 under 40 list by the Jacksonville Business Journal and in 2021, Engel & Völkers Jacksonville, under Corey's leadership was awarded the 12th fastest growing company in Northeast Florida and the #1 fastest growing Real Estate brokerage by the Jacksonville Business Journal. Corey fosters a high-performance culture, the non-negotiables he upholds in agent recruitment, and how technology—especially AI—is being used to empower advisors. From managing listings that linger to creating scalable systems that support both agent growth and work-life balance, Corey offers a masterclass in leadership and vision in modern real estate. If you're a broker, team lead, or top producer stuck at a ceiling—this episode is your breakthrough.   Highlights: 00:00–12:13 Building the Foundation & Elite Brokerage Culture Corey's leadership values: humility, curiosity, and discipline From D1 athlete to award-winning broker Reaching just under $1B in sales with 136 advisors Engel & Völkers' reputation in luxury and international markets Establishing high standards for culture, production, and full-time commitment 12:14–25:47 Market Dynamics, Pricing Challenges & Seller Education Shifts in market behavior and seller psychology Empowering agents with data-driven listing conversations Cash buyers regaining leverage post-COVID Listing strategy adjustments in high-supply neighborhoods Creating structure and confidence around value and negotiation 25:48–38:59 Elevating Agent Performance Through Systems & Support Transitioning agents from $6M–$15M with backend support Exclusive in-house marketing and TC team models Time-saving tools that boost daily productivity High agent engagement in training and meetings 89% of agents grow production in 6 months 39:00–50:52 Culture-Driven Recruiting & Strategic Growth Vetting for cultural fit before adding new agents Turning down high-volume producers to preserve standards Competing through support and service—not splits Reinvesting profits into systems over headcount Organic team growth via pride and internal referrals 50:53–01:03:59 Leadership Evolution, Vision & Self-Discipline Lessons from launching a brokerage at 27 Milestones to $300M, $500M, and the $1B target Balancing ambition with appreciation for the journey Vulnerability and personal growth as a founder Mental discipline from sports background applied to real estate 01:04:00–01:13:31 Tactical Advice for Brokers & Long-Term Impact Mastering recruiting, value proposition, and vision setting Full-service vs. capping model decisions Why enjoying the wins matters more than just chasing them Redefining success as impact, not income How broker support creates ripple effects across agent careers Conclusion   Quotes:  “Technology is useless if you don't know how to use it or where to find it.” - Corey Hasting “If you're not using some sort of AI, you're falling behind pretty quickly.” - Corey Hasting  “Not every business is good business—sometimes you have to say no.” - Corey Hasting  “People buy people before they buy product—this is a customer service industry first.” - Corey Hasting   To contact Corey Hasting, learn more about his business, and make them a part of your network, make sure to follow him on Instagram, Facebook, and LinkedIn.   Connect with Corey Hasting! Instagram: https://www.instagram.com/corey_hasting Facebook: https://www.facebook.com/corey.hasting.3 LinkedIn: https://www.linkedin.com/in/chasting/   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    If you want to build your business and become more discoverable online, Streamlined Media has you covered. Check out how they can help you build an evergreen revenue generator all powered by content creation!   SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #CoreyHastings #EngelVolkers #LuxuryRealEstate #JacksonvilleRealEstate #BrokerLeadership #RealEstateTech #AIInRealEstate #TopProducerMindset #RealEstatePodcast #BrokerageSuccess #RealTrends #RealEstateRecruiting #RealEstateStrategy #MarketMastery #ListingTips #RealEstateCulture #TopAgentSupport #BrokerTips #TeamGrowth

Show Notes: Joe O'Mahoney is a part-time professor of consulting at Cardiff University and  a leading authority on the growth and sale of boutiques and small consultancies. He has spent 20 years researching consultancies and interviewing hundreds of owners and senior leaders. He has developed a growth drivers model, which includes factors like leadership quality, client relationships, and market positioning. He conducts benchmark surveys and interviews with leadership teams and clients. Joe then conducts a SWOT analysis, and estimates the valuation of the firm. He helps the owner satisfy their equity goals, and pull the levers. Joe typically focuses on two to three priorities each year to drive up the firm's growth. He shares three key factors in leadership and team management that are crucial to a successful scale up. Building a Sales Team for a Boutique Consultancy Joe explains that, in the long term, building a competent sales team is crucial for a firm's valuation. This involves promoting, training, mentoring, rewarding, and recruiting sales capabilities. A culture that puts sales first should be complemented by a competent system that listens to sales calls and introduces new hires. This will help build a pipeline of capable sales people in the future. In the short term, implementing these strategies can improve marketing efforts. It is important to consider how your value proposition is translated into marketing themes and content, as well as the frequency and visibility of these posts. It is crucial to ensure that marketing efforts are effective and aligned with the company's goals.  Challenges of Scaling a Business Joe discusses the challenges of scaling a business, particularly for those with a two to 3 million revenue mark. He suggests that firms need to focus on their signature service, which is high value, high growth, and can cross-sell. Marketing algorithms reward clarity in these areas, leading to better value propositions, marketing, and themes. This clarity allows firms to build intellectual property (IP) and increase margins. Once sales, project margin, or EBITDA are reached, firms can decide on additional products to sell alongside their existing offerings, such as parallel products, cross-selling services, or follow-on services. By building a logical sequence of events, firms can achieve high-quality revenue. The Importance of IP in Scaling Consulting Firms Joe shares an example of a firm that focused on a manual approach to cloud consultancy. However, when breaking down their service lines by revenue, the company realized that they should change their focus. In terms of branding and content, Joe explains that buyers are interested in the past growth, future growth, and margin of the firm, but they also want a marketing machine that generates clients, and an architecture of sales that generates high-quality leads.  Joe explains that IP is a top priority for buyers, including the quality of the leadership team. This includes delivery IP, marketing IP, thought leadership, website design, and content. LinkedIn is an interesting example, as due diligence is starting to reveal its influence on a firm's success. Valuation and Growth Trajectory Valuation is a crucial factor for buyers and private equity, as they are interested in the future value of the firm. A healthy growth trajectory is essential, and a machine that can push up the multiple is preferred. Joe explains that it is often better to focus on building the architecture that will allow you to improve your multiple, rather than focusing on increasing your profit margin. This can be achieved by implementing a PSA system, CRM system, training people, and building out IP. However, it is difficult to drive up the multiple quickly, as everyone is talking about margin all the time. It is important for buyers to consider the firm's potential for growth and profitability before making a decision. Joe talks about the EBITDA and how it should be approached. The conversation turns to the treatment of owners' compensation and how it is recalculated during the sale process. He explains that if a board member is preparing a company for sale, Joe's  fee is taken out, and if a founder is paying themselves in dividends to improve profits, the EBITDA is adjusted accordingly.  Employees and Recruiting Talent for Boutique Consulting Firms Joe discusses the importance of recruiting and training employees to provide better value to clients and charge more. He suggests that consultancies operate in two markets: the market for clients and the market for employees. Boutique consultancies often struggle to recruit decent consultants due to the lack of brand recognition and value proposition. To attract the right people, consultancies need to have a clear value proposition for both clients and employees. This includes a clear cultural side of the company, clear values, and clear due diligence rules. The architecture behind this includes competencies, promotions, training, and mentoring. Buyers of Consulting Firms The typical buyers of consulting firms are typically strategic and industry buyers, who have a gap in their offerings. Private equity has become more involved in the market, accounting for 55% of purchases of consulting firms, including private equity-backed strategic buyers. This shift has led to a growing number of non-consultancies seeking to develop consultancy arms, accounting for about 15% of purchases. The Boutique Leaders Club for Consultants Joe shares information about  IP aspects he provides to his clients. He runs the Boutique Leaders club, a group of about 40 owners of consultancies above the 5 million revenue mark. Joe gives them access to 250 bits of IP. This includes competency frameworks, succession plans, and training on business development. The group can also conduct benchmarking surveys twice a year, tracking progress and creating plans for the future. The Boutique Leaders club also offers training materials, both online and face-to-face, to help firms prepare for the selling process, such as finding the best corporate advisor, selecting the right lawyers, and preparing for the selling process. Joe's Engagement Model with Consulting Firms Joe also shares his engagement model with consulting firms, which includes three ways: Board Advisory, as part of his leaders club, and one-off projects. He typically works with clients on a monthly basis, with a focus on value proposition, business development, and marketing. His clients are mostly UK-based, with three US clients and some in Western Europe. He left corporate consulting due to his dislike of managing people, and he is currently the bottleneck to his own firm. He has worked with some good ex-CEOs but struggles with quality of revenues. Bachman asks O'Mahoney to share his website and LinkedIn profile, and he appreciates the opportunity to discuss his experiences and insights on the industry. Timestamps: 01:59: Joe O'Mahoney's Consulting Services  03:48: Diagnostic Process and Growth Drivers Model  05:35: Improving Performance and Leadership Development  09:37: Building a Sales Architecture and CRM Systems 16:36: Intellectual Property and Digital Marketing  28:20: Recruiting and Developing People 34:45: Typical Buyers and Market Trends  37:46: Joe O'Mahoney's IP and Engagement Model  Links: Website: https://joeomahoney.com/ LinkedIn: https://www.linkedin.com/in/joeomahoney/?originalSubdomain=uk Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.    

Send Rita a text with your thoughts!Get access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776Join us at Summer Camp at Sea: https://summercampatsea.comSign up for the 3rd Annual Travel Tech Audio Summit: https://takethehelm.thrivecart.com/travel-tech-audio-summit/Oops I did it again!  I don't mean to have such lengthy episodes, but here we are again :)I'm sharing many of my favorite tech tools that cam help market your travel business. Technology helps you save time, stay organized, automate processes, and make informed decisions based on data - all while giving you a competitive advantage in today's digital world. I'll walk you through essential tools for gaining visibility (like Google Business Profile and Calendly), connecting with clients (through email platforms like MailerLite and social media schedulers), and converting prospects into paying customers. Whether you're just starting out or looking to streamline your existing systems, these affordable tech solutions will help you work smarter, not harder.Questions this episode answers:What technology tools are essential for travel business marketing?Which email marketing platforms work best for travel businesses?What free and paid marketing technology solutions are available for travel entrepreneurs?How do CRM systems benefit travel agencies and independent advisors?Which social media tools help travel businesses increase their visibility online?What technology can improve client relationships and booking conversions for travel advisors?Which scheduling tools are most effective for travel business consultations?---------------------------------------------------------------JOIN the Cruise Content Library: https://programs.steeryourmarketing.com/products/courses/view/1166776JOIN Marketing Business School:https://programs.steeryourmarketing.com/products/courses/view/1117728Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com

Ich spreche mit Gabriel Fugli, Channel Sales Manager bei Pipedrive. Kernfragen, die wir behandeln: - Pipeline Management: Warum ist es der Boost für deinen Vertrieb? - Künstliche Intelligenz: Welche Rolle spielt sie im heutigen Vertrieb? - CRM als mehr als Adressverwaltung: Was sollte ein modernes CRM-System wirklich bieten? - Differenzierung im CRM-Markt: Was macht Pipedrive anders?

In this episode of the I Do Wedding Marketing Podcast, I'm thrilled to sit down with Amy Gould, a certified Dubsado specialist and HoneyBook educator, to talk about all things systems, automations, and CRM strategies tailored specifically for wedding professionals. Amy shares how her unexpected pivot from HR to becoming a CRM expert began during the pandemic, and how her passion for streamlining and simplifying led to a full-blown business supporting creatives like us. We dive into the unique needs of wedding pros, from the long booking cycles to the seasonality of our work, and how the right CRM—like Dubsado or HoneyBook—can completely transform the way we manage clients, follow-ups, invoices, and all those tiny details that can otherwise slip through the cracks.If you've ever felt overwhelmed by admin tasks, or if you're still piecing together workflows with sticky notes and spreadsheets, this episode is your permission slip to embrace automation without losing that personal, heartfelt touch that sets your service apart. Amy walks us through how to create a high-touch client experience that feels thoughtful and customized, while still being scalable and efficient.Now is the perfect moment to invest in systems before the wedding season really ramps up. Whether you're a seasoned pro or still building your brand, you'll walk away from this episode with real insights into how CRM tools can give you your time back and help you grow your business with confidence and ease.Follow Amy Gould:Website: https://amysgould.com/Instagram: https://www.instagram.com/amyspearson_/Facebook: https://www.facebook.com/amy.s.gouldFollow the Host, Nina Addeo: Website: https://www.idoweddingmarketing.com/Instagram: https://www.instagram.com/idoweddingmarketing/Email: hello@idoweddingmarketing.com

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

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.

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

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!

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.

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 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.

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.