Podcasts about crm2

In this video I cover why I stopped using Hyros, my honest thoughts & 4 much better alternatives That Increased My ROI & Lowered My Ad CostsMy name is Lotfi & I'm the founder of Leapa where we help e-learning client based businesses build profitable client acquisition systems to scale to 7/8 figures.You can learn more here: https://go.leapa.com/Video TranscriptThe promise: The promise behind hyros is that it provides extremely accurate tracking which then allows you to make better decisions when it comes to running ads & lower your costs. Disclaimer*: This document is for people spending less than a $200k/month on FB ads & specifically for high ticket phone call funnels, if you spend more this, or on other platforms or you're in ecom/other niches then my thoughts below may or may not apply as I've not experienced it. *My ExperienceI've used it so far with many clients running high ticket phone call funnels, both at 6 figures and many at $100k-$500k in monthly revenue & it's not helped me in making decisions at all , here's why:1. The FB tracking has literally been more accurate than the Hyros tracking - they both provide around 70%-80% accurate tracking from my experience , so literally no difference. 2. The platform & chrome extension is extremely slow (no time saved).3. Even if you run ads on multiple platforms, there are still better and cheaper ways to get the same outcome. It would be somewhat worth it if Hyros was actually 100% accurate & the platform was fast. Costs It starts at $349/month and goes all the way up to $4000/month for unlimited tracking. AKA you're paying anywhere between $4188/year to $48,000/year just to access this ‘tracking ‘ data. I don't think the price is justified at all simply because it does not have 100% accurate tracking & it really doesn't help much with making decisions at all.You're better off just paying a person $100/month for 1 hour of their time to go through your UTM data and let you know which campaigns to double down on , and honestly this is only if you want to , you can still do just fine without this. 4 Alternatives 1. UTM Tracking - You can simply add UTM tags to all your ad campaigns and it will show-up in your CRM2. Facebook dashboard - believe it or not but if both Hyros & FB are 70-80% accurate than you might as well just use FB's numbers. 3. Calendly/calendar app - If you're only on 1 platform, simply calculate the costs directly from your calendar & your CRM - this is literally IMO the best & most efficient way to do this. You can do this on a VSL/ads tracking sheet. 4. Multi-platform - If you run on multiple platforms, simply have another funnel & calendar event for each platform - this makes it super easy to calculate costs from each one & you should make an ads tracking sheet for each one as well. and anything else that literally doesn't cost up to $48k/year & isn't 100% accurate. Reversal- This is coming from a perspective of someone purely running Facebook Ads at less than $300k/month in ad spend. - Also I'm not well versed in Youtube Ads/other platforms so can't comment on the effectiveness of Hyros on those platforms vs FB. Youtube's tracking may be significantly worse than FB in which case Hyros might be worth it as it makes up for the difference. - You may be in other niches where this actually does help you e/g ecom - so i advise you do your own research & analyse the data to see if Hyros actually helps you or not.

どうでもいい話は、コンテンツ作ることが好きでよかった、と言う話。 さて、顧客管理、CRMについて改めてどのようなデータをどのように活用するか、正しく整理しておくことが必要に思い、お話しました。 CRMとしては、お客様との接点におけるコミュニケーション情報である定性データと、セグメントに活用できる固定的な定量データを大きく区分し、それらをどのように活用していくか考えるべきと思います。 また、取得する接点や顧客ステージとしても整理しました。マーケティングフェーズ、セールスフェーズ、お客様にご利用いただいた後のサポート＆カスタマーサクセスの4つのフェーズにおいてシステムが異なると思います。 これらの接点におけるシステム化と、統合したデータ活用によって、パーソナライズ対応を行っていくことがCRM戦略として重要に考えています。 #マーケティング #BtoBマーケティング #インサイドセールス #コミュニケーション #顧客視点 #コンテンツ #ビジネス

In Episode 35 we laid the CRM foundation. Today we build on that foundation and begin to move into Sales Force Automation and Marketing Automation.  This is where SFA and MA can start working hard for your company to increase revenues. Eliza Hammer-Gage, Senior Consultant, Red Argyle joins me again to show another way we can move MedTech into the realm of modern B2B demand generation tactics.  Remember what I shared before, less than 40% of businesses have a CRM adoption rate over 90%.  Because these statistics include large B2C companies, I suspect the adoption rate in small to medium sized MedTech companies is worse. This means a lot of companies are leaving money and opportunities on the table. This is part of our series on Demand Generation.  Red Argyle is a highly regarded SalesForce CRM consulting partner. Note that I am not paid by the people or companies that I interview. Now Go Win Your Week! Eliza Hammer Gage’s LinkedIn Profile link Red Argyle website link Ted Newill’s LinkedIn Profile link Medical Device Success website link Link to Ted’s contact page  Most of you know that I am also the host of the MedTech Leaders community. You can learn more about this non-LinkedIn community at medtechleaders.net.  This is where leaders and those aspiring to be leaders get together to help each other with best practices, problems, solutions, ideas and successes.  This is supported with subject matter experts. If you are interested in the MTL community…there is a 30-day free trial.

On this episode, Alex discusses the 10 New Years resolutions for all Salespeople.He goes into depth on how to have at least 20% growth year over year!1.Put every single customer in the CRM2.25 phone calls a day / get better at making those phone calls3.Make 1 appointment a day at minimum 4.“Master” the process fully 5.Product Knowledge 20 mins a day6.How can I get more referrals7.Brand myself better8.“Focus” on my CSI more / Ask for more surveys / Ask for more reviews9.Look at my metrics daily - PVR, UNITS, Ratios, Push to worksheet, total customers, etc.10.Be more Humble, become more coachablewww.afdealerconsulting.cominfo@afdealerconsulting.com

W tym odcinku opowiadamy o tym jak wybrać system CRM oraz jak go poprawnie wdrożyć, żeby przynosił on korzyści całej firmie, a w szczególności osobom pracującym na pierwszym froncie - handlowcom.Szczegółowy spis treści:0:56 - co to jest CRM2:01 - kto powinien być odpowiedzialny za wdrożenie systemu CRM4:04 - jakie są korzyści z takiego systemu7:24 - jak dobrze wybrać system CRM13:55 - jak dobrze wdrożyć wybrany system16:58 - na co jeszcze warto zwrócić uwagę przy wyborze19:46 - podsumowanie

W tym odcinku opowiadamy o tym jak wybrać system CRM oraz jak go poprawnie wdrożyć, żeby przynosił on korzyści całej firmie, a w szczególności osobom pracującym na pierwszym froncie - handlowcom.Szczegółowy spis treści:0:56 - co to jest CRM2:01 - kto powinien być odpowiedzialny za wdrożenie systemu CRM4:04 - jakie są korzyści z takiego systemu7:24 - jak dobrze wybrać system CRM13:55 - jak dobrze wdrożyć wybrany system16:58 - na co jeszcze warto zwrócić uwagę przy wyborze19:46 - podsumowanie

Today I'm excited to have Edward Kholodenko on the show who is the CEO of Questrade. If you're a long time listener of the show then you know that I actually use Questrade to buy all my investments. So, when Questrade reached out to me about interviewing their CEO I thought it would be a great opportunity to ask him the questions that I have, and that I know a lot of the listeners have about their brokerage. I currently save at least $480 per year in fees by using Questrade so needless to say I'm a big fan, especially since they let me purchase ETFs for free. At the time of this writing, they are the only brokerage in Canada that I know of that offers this. It's worth mentioning that this episode is not sponsored by Questrade, or anything like that. I'm simply a big fan of what they offer, have been using them for years, and thought this would be a great opportunity to ask their CEO some top questions that you should know the answers to, when choosing a brokerage for your investments. Links & Resources From the Episode Open a free account to receive a $25-$250 bonus here. This is part of the refer-a-friend bonus which you can learn more about here. Learn more about the Build Wealth Canada Investing Course Here Get the latest unbiased investment research by signing up for a free 30-day trial of 5i Research. You'll also receive a free 1-year digital subscription to Canadian MoneySaver Magazine (Canada's largest personal finance magazine). Question's Covered 1. One of the reasons that I chose to use Questrade for all my retirement accounts is because you let your customers buy ETFs for free (or almost for free if we include ECN fees). Is the ability to buy ETFs for free through Questrade something that you see your company offering long term, or is this more of a short to mid-term offer that's temporarily being used to attract new customers? 2. I imagine you get your fair share of potential customers that are reluctant to keep their investments at an online discount brokerage like Questrade, vs at one of the largest brick and mortar Canadian banks. Can you speak a bit about the security that Questrade uses compared to some of these largest banks? 3. What if there was a scenario where Questrade got hacked, or if somebody's account got hacked because their password was compromised (through no fault of Questrade). What kind of protection or insurance is provided in those scenarios? Would the $10 million in private insurance cover the customer in these cases? 4. Can you give us an overview of the state of the online brokerage space in Canada? In particular, what trends and developments are currently happening, where do you see things are heading in terms of technology and innovation, and what can consumers expect in the coming years? Are there certain things that Questrade is really prioritizing for the coming years as one of Canada's largest discount brokers? 5. Can you talk about the lack of financial transparency when it comes to fees that Canadians are paying on their investments? There have been rules that have come out (CRM2) to help with this but is there more that Canadians should know? 6. As far as I know, Questrade doesn't provide some of the more ultra safe investment options such as GICs. For those that want that high level of safety (despite the lower returns), what options do you suggest for them? 7. You probably hear a lot of myths from potential customers about online investing. Can you share some of the most common and critical misconceptions that Canadian have? 8. Please tell us a bit more about where we can learn from you, and learn more about Questrade. If you liked the episode sign up for free to receive all new episodes as they get released, news on giveaways, and the free guide on the Top 5 Personal Finance and Productivity Tools.

In this episode, we dive into an initiative that has shaken up the investment advisory industry in Canada – CRM2. This topic is especially helpful for our listeners who do business north of the border, but the overarching theme of the episode, which is applicable to advisors everywhere, centers on how to frame your practice based on goal setting with your clients, rather than simply chasing the best returns. CRM2 is all about fee transparency and, while it is a significant change, could prove to be a great opportunity for advisors who provide more than just investment advice. Our guest is Jordan Lee, Regional Sales Manager for BMO Global Asset Management. Jordan will walk us through what has changed and how advisors are adapting. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/crm2-and-the-rise-of-fee-based-advising-in-canada/.

Dan Hallett from HighView Financial Group is back to share some thoughts on world of robo-advisors, what to look for when seeking a financial advisor, and to help breakdown the two new reports many investors will start to receive this year as a result of what's known as CRM2 Phase III. And yes, we'll explain what CRM2 means. We also discuss the idea of "regulatory arbitrage" and how that concept might be used to the advantage of some salespeople (to the disadvantage of financial consumers).

This episode is all about fees, and my guest, Transcend Private Client president Chris Ambridge, has a wealth of knowledge to share all about it. We also discussed CRM2, the new amendments coming into play to make it more clear how much we're paying in fees, and we talked about the different ways advisors are compensated, so you have a better understand of why they may suggest certain investment products to you. Long description: This episode is all about fees, because even though it paying fees on investments may seem like a little thing...it's not. Like my guest Chris Ambridge, president of Transcend Private Client, mentions in the episode, surprisingly 2/3 Canadians don't know their paying fees. Reality check people, you are paying fees! Everyone pays fees on investments. How else do you think banks and wealth management firms make money? But even though we are paying fees, and there really isn't any way around that, it's important to know how much you're paying. That's why we also discussed CRM2 and how this will will help clients like us know exactly how much, in dollars, we are paying. It's great to see a percentage, but I think seeing the dollar amount will really help us all know whether we're paying too much for what we're getting. Hey, I'm fine with paying high fees, if I'm getting a high return. But that's usually not the case. That's why it's important to look over your investments every once in a while to check if you're really get any bang for your buck. If you're paying 2.5% on a mutual fund and only seeing a 4% return, it might be time to look into something else (perhaps Index Funds and/or ETFs?). More Helpful Info About CRM2 We talked quite a bit about Client Relationship Model - Phase 2 (CRM2), but I wanted to make sure you really understood what all this is all about. CRM2 came into effect July 15, 2013 and has been phased in these past 3 years. Essentially, what these amendments mean is that beginning July 15, 2016, registered financial firms will need to: Provide an annual report on charges and other compensation that shows, in dollars, what the dealer or adviser was paid for the products and services it provided - Ontario Securities Commission Basically, these amendments are a way to evoke more clarity when it comes to fees, instead of making it hard for clients to truly understand how much they're paying for their investments. If you want to go further down the rabbit hole, here are some good websites to check out that go more in-depth about CRM2. Cost disclosure, performance reporting and client statements 7 myths about CRM2 Performance Reporting & Cost Disclosure Learn More About Transcend's Pay-for-Performance Service First Pay-for-Performance™ Financial Planning and Wealth Management Service Launches in Canada New pay-for-performance funds to offer investors something different Transcend offers performance-based fee structure Check Out Transcend's Latest Blog Posts Top 5 Things You Need to Know About Investment Fees Your Financial Checklist For Every Checkpoint How To Maximize Your Inheritance Your Guide to Retiring Well Follow Transcend on Social Connect with Transcend on LinkedIn Follow & chat with Transcend on Twitter Stay up-to-date on everything investing on Facebook This episode is sponsored by Transcend Private Client. All the opinions and thoughts are my own. For more podcast episodes, check out the Podcast page. Shownotes: jessicamoorhouse.com/58

In this episode of Stock Talk, Aman offers his take on the new CRM2 standards coming into effect in Canada and the impacts (if any) on disclosure of transparency of fess and performance.