Podcasts about CRMS

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., is joined by Darian Rodriguez Heyman and Cheryl Contee, MBA, co-authors of AI for Nonprofits: Putting Artificial Intelligence to Work for Your Cause, to demystify what artificial intelligence means for the social sector. Spoiler alert: it's not a robot apocalypse, it's an efficiency revolution. From donor research to budgeting, from strategic planning to personalized thank-you letters, AI isn't just the future, it's already on your desktop. As Darian puts it, AI is “the new electricity,” and when responsibly leveraged, it can energize every part of your mission. But hold on to your server, there's some fear in the air. Cheryl addresses common anxieties head-on, including worries about job loss, high costs, or that AI will take over the planet (or at least the inbox). Her response? “Sweetie, honey, baby… AI is already here.” And you're probably already using it: think email filters, scheduling tools, and CRMs. The goal isn't to replace humans; it's to give them more time to do the human stuff, like building relationships and earning trust. With countless low-cost and free tools available, Cheryl argues that AI offers a chance to double your capacity, without doubling your payroll. Of course, with great power comes great responsibility. Darian dives into the very real concerns about data privacy, accuracy, and inclusion. Whether it's protecting donor information or acknowledging AI's occasional habit of confidently making things up, the solution is human oversight and intentional design. He encourages nonprofits to build custom AI tools trained on their organization's mission and voice, emphasizing that AI should always serve the people, never replace them. And while the tech is exciting, it's not the hero of the story. The beneficiaries are. Always. So what now? Cheryl and Darian offer a roadmap for using AI to raise more money, increase impact, and reconnect with supporters. From segmenting donors to boosting grantwriting, automating admin tasks to predicting major gift readiness, AI can help you do more with less, if you're willing to learn the tools and keep your mission front and center. Because at the end of the day, AI doesn't understand hunger or homelessness or the power of live theater. But you do. And now, with a little robot backup, you just might have the time to answer all those emails.

Does the end of the year have you wondering if you're elopement photography business is ready for 2026? If you want to hit the ground running with your business at the start of the year, then this episode is just what you need.    We're diving into the 26 things you can do before the new year hits so you can set your business up for the most successful year yet. From website updates and social media refreshes to gear checks, CRMs, workflows, and business systems, this is your complete quick-start checklist for 2026.   Plus, you'll want to stick around until the end because we are sharing our 3 incredible Black Friday deals that are only available until midnight on November 25th.   Tune in now to get clear, organized, and ready for a successful 2026.   Resources Mentioned in This Episode   PDF Checklist "26 Things before 2026"   Check out our Black Friday Deals   Apply now for the Dream Destination Workshop The 2026 lineup for the Dream Destination Workshop: Alaska: July 12-17, 2026 Iceland: August 2-7, 2026 Switzerland: August 10-15, 2026   Connect with Megan:

Episode Overview In this episode, John sits down with longtime real estate leader Jim Pruett for a powerful reminder of what actually drives success in this business: fundamentals, discipline, and treating your business like a real business. Jim breaks down why 87% of agents fail, the mindset shift required to survive in today's market, and the simple systems and habits that have allowed him to build a long-term, consistent, and respected real estate business. From setting up your business like a CEO, to mastering the purchase agreement, to building world-class community relationships, this episode is packed with timeless truths agents desperately need—especially those who keep getting distracted by shiny objects instead of focusing on the work that matters. If you feel overwhelmed, inconsistent, or unsure what to focus on to grow, this episode is the clarity punch-in-the-face you've been needing. Key Topics Covered Why Most Agents Fail The "employee-to-CEO" mindset shift every new agent must make Why shiny objects are draining your money and killing your momentum The power of joining a team to dramatically increase your odds of success Building a Real Business Setting up your business like a real CEO: accounting, legal, brand assets, and systems Why your email, your URL, and your online profiles matter more than you think The necessity of consistency across photos, bios, and digital presence Systems & Predictable Success How checklists, workflows, and repeatable processes create freedom Why systems must be "living documents" that evolve as your business grows The role of CRMs, automation, and organized procedures for scale Relationships That Produce How to build real, human connections—online and offline The key difference between transactional contacts and real influence Why "contacts sprout contracts" is still one of the truest principles in real estate How Jim's community involvement (especially the Riverfront Development Committee) became a long-term lever for influence and opportunity Know Your Value Why agents struggle to articulate value and how to fix it How to confidently have the hard conversations with buyers and sellers Why your presence alone should add value to every transaction Mastering the Fundamentals Why every agent should reread the purchase agreement weekly How pre-listing inspections reduce future friction The essential difference between working in your business vs. on your business Blocking out noise, avoiding distractions, and staying focused on what matters CEO-Level Habits The power of being a "slave to your calendar" Forecasting and knowing your numbers like a true operator How the right rooms and the right relationships change your trajectory The mindset of professionals: "Do it until you can't get it wrong." Resources & Mentions The E-Myth Revisited – Michael Gerber Profit First – Mike Michalowicz Choose Your Enemies Wisely – Patrick Bet-David The Checklist Manifesto – Atul Gawande (Chapter 1 recommended) Honey Badger Nation John Kitchens Executive Coaching → JohnKitchens.coach Final Takeaway Success isn't complicated—it's consistent. The agents who win aren't the ones chasing noise or shortcuts… they're the ones who master the basics, know their value, build real relationships, and operate like CEOs. As Jim puts it: "Professionals do it until they can't get it wrong." Connect with Us: Instagram: @johnkitchenscoach LinkedIn: @johnkitchenscoach Facebook: @johnkitchenscoach If you enjoyed this episode, be sure to subscribe and leave a review. Stay tuned for more insights and strategies from the top minds. See you next time!

Nonprofits are in buzzword hell—AI, tipping, data lakes, CRMs, donor privacy. What actually matters? In this sharply honest conversation, Katrina VanHuss sits down with three industry tech pros—Emily Eakin, Mark Becker, and Erik Tomalis—to unpack what's real, what's hype, and what leaders must do now. They tackle the GoFundMe controversy, the future of CRM, the rise of data-first strategy, and how AI can finally solve the staff-capacity crisis (without stealing anyone's job). For a clear, grounded, unvarnished look at where nonprofit tech is headed, earbud up. 

Are you grinding every day but still not getting any closer to your next storage deal? Most investors don't fail because they're lazy, they fail because they spend their time on the wrong things. In this episode, Alex Pardo breaks down the exact busy work that keeps new and experienced investors stuck,  and the surprisingly simple actions that actually get deals done. In this episode, Alex pulls real questions from the Storage Wins private community and shows you how to cut through distractions, focus on revenue-generating activity, and finally start making traction. If you've been hiding behind spreadsheets, systems, and getting ready, this is the wake-up call you need. You'll Learn How To: Focus your time on activities that actually get you deals Use cold calling the right way and why Saturdays are a secret weapon Ask owners the only two numbers you need to underwrite any facility Follow up like a pro, so you never lose a deal that should've been yours Simplify your process so you stop hiding behind CRMs and start taking action What You'll Learn in This Episode: [00:00] The truth about busy wor" and why it kills momentum [01:00] The cold-calling schedule that separates you from your competition [04:00] The two pieces of info you need to underwrite any deal [08:00] Why follow-up is the real reason deals get done [12:00] How to stop hiding behind CRMs and start doing the real work [20:00] The mindset shift that helps you finally buy your first or next facility Who This Episode Is For: New investors trying to get their first facility but feeling stuck Operators who feel busy every day but aren't seeing real progress Anyone overwhelmed with systems and information instead of action Why You Should Listen: If you've been spinning your wheels, this episode will show you exactly where your time is leaking, and how to fix it today. You'll walk away knowing what actually moves the needle in storage, how to simplify your process, and how to create real momentum instead of false productivity. This is the clarity most investors never get, and the reason many never buy a single facility. Follow Alex Pardo here: Alex Pardo Website: https://alexpardo.com/ Alex Pardo Facebook: https://www.facebook.com/alexpardo15 Alex Pardo Instagram: https://www.instagram.com/alexpardo25 Alex Pardo YouTube: https://www.youtube.com/@AlexPardo Storage Wins Website: https://storagewins.com/ Have conversations with at least three to give storage owners, brokers, private lenders, and equity partners through the Storage Wins Facebook group. Join for free by visiting this link: https://www.facebook.com/groups/322064908446514/  

Alyssa Curnutt and Lindsey Jo join Jason Cassity and The Broke Agent to discuss how to get 42% more engagement on Instagram, content to post around the holidays, and why carousels are the new reels. They also cover two marketers of the week, one highlighting POV content and one giving their "unpopular opinion."

Send us a textWhat if the fastest way to grow isn't a new channel, but a new mindset? We sit down with founder Todd Schuchart for a candid masterclass on turning chaos into compounding growth by optimizing the only two things you fully control: your conversations and your decisions. From the first four seconds of a sales call to the last line on your P&L, Todd breaks down the simple, repeatable systems that convert curiosity into customers without gimmicks.We start where most founders stumble—crickets after launch—and recast silence as signal. Todd shows how to publish, present, and then truly listen so you can refine what you say, who you target, and how you deliver. You'll learn why “tell me more about that” is a high-precision tool that moves prospects from 40,000 feet to actionable detail, and how permission-based openings, tone-matching, and genuine curiosity dismantle resistance. Instead of chasing shiny objects, we build a loop where every confused question becomes a prompt to make the next conversation clearer and shorter.Then we dig into the revenue that's already yours. Hidden inside most CRMs is a goldmine of mislabeled “no.” Todd outlines a step-by-step approach to database reactivation—export, dedupe, clean, retrain, reissue—that can produce meaningful cash flow without buying new leads. We reframe metrics, too: cost per lead is a vanity number; customer acquisition cost is the lever. A $50 lead that closes in three touches outperforms a $10 lead that needs 30, and until you measure CAC by stage, you're guessing. We connect this discipline to pricing boundaries and the courage to reject squishy deals that drain margin and attention.If your thinking isn't liquid, your company won't be. We challenge you to revisit your ideal client profile, admit when an offer misses, and reposition around better, faster, cheaper where it makes strategic sense. And because energy fuels execution, Todd shares a mindset reset—score points, not dollars—to bring back focus and joy. Subscribe for more bold, unfiltered strategies, share this with a founder who's building something big, and tell us: what will you optimize first?Support the show

Most agents think marketing has gotten harder, that technology, AI, and algorithms have made everything too complicated. But the truth is, it's never been easier to be a marketer and to actually get results. You can create video content without showing your face. You can automate your emails, SMS, and social posts in minutes. You can turn one idea into ten pieces of content that generate leads while you sleep. Yet most agents still struggle to grow; not because the tools are hard, but because they're doing what everyone else is doing… or worse, doing the bare minimum. In today's market, average doesn't convert. The agents winning right now aren't the ones spending the most money; they're the ones showing up consistently, leveraging automation, and using AI to amplify their expertise instead of hiding behind excuses. How can you turn one real estate deal into multiple streams of income? How do agents embrace tech?  That's what I'm unpacking on Constant Contact's Be a Marketer podcast, where I was featured as a guest.  Along with co-hosts Dave Charest, Stephanie Alonso, I break down why most agents misunderstand marketing, how to simplify your systems, and what it takes to build a business that compounds while you're off the clock.   Things You'll Learn In This Episode  The no excuse zone mindset Success doesn't come from talent or timing; it comes from eliminating excuses. How do you rewire your habits to operate like an entrepreneur, not an employee? Consistency over charisma The most profitable agents aren't the flashiest; they're the most consistent. What boring, daily habits separate six-figure producers from struggling agents? Video is the ultimate multiplier Video isn't optional; it's the only form of content that can be repurposed into text, audio, and leads. How can you use AI and automation to make video your most scalable marketing tool? Leads, loyalty, and longevity New agents often wait for brokers to hand them leads. How can CRMs, landing pages, and follow-ups turn your list into a self-sustaining income engine?   Guest Bios Stephanie Alonso is a speaker and the Senior Director of Vertical Innovation at Constant Contact. She is a dynamic, results-driven sales and strategy leader with a relentless passion for empowering individuals and teams to achieve their highest potential. Stephanie's track record as a revenue generator, strategic thinker, and sales training and enablement expert has led to success in developing and executing go-to-market strategies that drive revenue growth. Connect with Stephanie on LinkedIn.  Dave Charest is a keynote speaker, award-winning podcast host of Be A Marketer, and the Director of Small Business Success at Constant Contact, the digital marketing platform trusted by millions of small businesses. Every day, Dave talks with small business owners about what really works in marketing. His job is to take those lessons, strip out the noise, and make marketing make sense—whether it's email, social, text, or AI. Connect with Dave on LinkedIn.  Listen to Be a Marketer here.    About Your Host Marki Lemons Ryhal is a ​​Licensed Managing Broker, REALTOR®, and avid volunteer.  She is a dynamic keynote speaker and workshop facilitator, both on-site and virtual; she's the go-to expert for artificial Intelligence, entrepreneurship, and social media in real estate. Marki Lemons Ryhal is dedicated to all things real estate, and with 25+ years of marketing experience, Marki has taught over 250,000 REALTORS® how to earn up to a 2682% return on their marketing dollars. Marki's expertise has been featured in Forbes, the Washington Post, Homes.com, and REALTOR® Magazine.   Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you!

In this episode of Technology Reseller News, Publisher Doug Green speaks with Jason Goecke, CTO and Robert Galop, CPO of Creo Solutions, about why vCons (virtual conversations) represent a “golden grail” revenue opportunity for service providers, MSPs, and telcos. Drawing on decades of telecom and CPaaS experience, the Creo team explains how their company was founded to help providers “2x their revenue” by layering practical AI, automation, and data intelligence on top of existing communications services. Their focus today: turning the billions of conversations crossing telecom networks into actionable business value. The discussion centers on vCons as a standard container for conversation data—not just recordings, but transcripts, metadata, compliance controls, and context. On their own, vCons “don't do anything,” as Galop notes, but once you analyze them at scale with AI, they reveal issues and opportunities that would otherwise stay invisible. In one deployment, a service provider believed they had excellent first-call resolution; Creo's analytics showed that agents were only truly resolving about 24% of calls, with 76% generating follow-ups and extra work. In another case, the very first processed call exposed a serious security gap: an agent forwarding a main number without validating the caller's identity. “Conversations have been dark data,” Goecke explains. “Now you can light up every conversation and drive value from it.” Creo's Pulse Conversation Intelligence platform (part of its broader Intelligence Cloud) is designed to make this revenue opportunity turnkey for providers. Rather than asking carriers or MSPs to build AI infrastructure, Creo takes in CDRs and call recordings (or vCons directly), handles speech-to-text, diarization, vCon creation, and then runs domain-specific analytics. Service providers can immediately offer offerings such as: 100% QA coverage for contact centers (versus the typical 2%), AI note-taking and action items for every voice call (not just Zoom/Teams meetings), and deep baseline insight into what's actually happening across sales, support, and operations. APIs and webhooks then allow these insights and summaries to flow into CRMs, bots, workflow engines, and custom applications, enabling personalized experiences and smarter automation without the customer needing to “speak AI.” A key message for MSPs and channel partners is that they don't need to be AI experts to sell and deploy this. Creo positions itself as a native AI company, using AI throughout its own development and delivery processes so that partners can simply deliver better outcomes: more meetings booked, better QA coverage, reduced manual note-taking, improved compliance, and richer customer journeys. “That really makes it easy for the service providers,” Goecke notes. “We're scratching a lot of very important itches—QA, notes, follow-up—and, oh by the way, it's all AI-forward.” For service providers looking to turn vCons from theory into concrete, recurring revenue in 2026, Creo Solutions invites listeners to learn more at https://www.creosolutions.tech/ and explore the Pulse platform at https://intelligence.cloud/.

You were promised safe SaaS - but got silent data loss.In Inside the Salesloft Breach, Rob Maas and Luca Cipriano expose how trusted integrations became the attack vector.They trace how vishing calls, trojanized Salesforce tools, and GitHub-to-AWS pivots gave attackers OAuth access and drained CRMs without a single alert. You'll hear how Drift integrations and bulk SOQL queries quietly moved data out of sight, while audit trails and API metadata disappeared.If you need provable control over data exfiltration and a narrative your board will understand, this is your playbook.Turn Zero Trust from slogan to stop - with IP allowlists, app inventories, token telemetry, and shared responsibility that actually blocks abuse at the source.(00:00) - Cloud first did not mean data safe. (00:45) - What Salesforce is and why attackers target it. (02:00) - Campaign one. Vishing and a trojanized data loader to OAuth access. (04:15) - Campaign two. Salesloft and Drift path from GitHub to AWS to Salesforce tokens. (07:00) - Impact and cover up. 700 plus orgs hit and API job metadata removed. (09:10) - Who was involved. ShinyHunters, Scattered Spider, Lapsus, and legal fallout. (11:00) - Zero Trust actions. IP allowlisting, app inventory, token monitoring, staff education, shared responsibility. Key Topics Covered:•  How one sign-in token became a master key for your CRM.•  The attacker's route: from code repo → cloud → Salesforce → data exfiltration.•  What shared responsibility means in SaaS — and what's actually on you.•  What truly stops it: trusted apps only, IP allowlists, short-lived tokens, and continuous monitoring.Found value and want outcome focused guidance every week? Subscribe to Threat Talks, turn on notifications and add your questions for the next deep diveGuest and Host Links: Rob Maas (Field CTO, ON2IT): https://www.linkedin.com/in/robmaas83/ Luca Cipriano (Cyber Threat Intelligence Program Lead, ON2IT): https://www.linkedin.com/in/luca-c-914973124/Click here to view the episode transcript. Additional resources:Threat Talks https://threat-talks.com/ON2IT https://on2it.net/?AMS IX https://www.ams-ix.net/amsSalesforce https://www.salesforce.com/Salesloft https://www.salesloft.com/Drift https://www.drift.com/Okta https://www.okta.com/Have I Been Pwned https://haveibeenpwned.com/

Send us a textWhen evaluating the top 10 not-for-profit CRMs for small businesses in 2025, it's essential to understand how this market is segmented, starting with organizational size and industry context. While many assume not-for-profits operate with simpler technology needs, their CRM requirements can actually be far more complex—often extending into grant management and other operational layers, especially when the ERP footprint remains intentionally lean. For this analysis, we classify small business not-for-profits as organizations with roughly 20 to 200 employees, acknowledging that complexity often matters more than headcount. In this tier, processes are typically siloed and focused on customer- and constituent-facing workflows such as marketing, donor and volunteer engagement, and basic lifecycle tracking, with fewer downstream marketing demands. Because datasets and business objects are less interconnected than in mid-market or enterprise environments, CRM systems for this segment prioritize simplicity, lowered configuration effort, and accessible pricing—while still offering the flexibility to support a wide range of not-for-profit models, including associations, education, healthcare, charities, and religious organizations.In this episode, our host Sam Gupta discusses the top 10 Non-Profit Small Business CRMs in 2025. He also discusses several variables that influence the rankings of these Non-Profit Small Business CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=7mhAL_jsdboRead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

Chris Albro, the CRO of People.ai joins the Surf and Sales podcast. We discuss the challenges of maintaining data quality in CRMs, how to proactively addresses customer concerns around AI, and the generational differences in work ethic and expectations. Chris also shares insights on the evolving sales landscape, the impact of AI, and the importance of empathy and execution.    And the next www.surfandsales.com event is happening in November 2026. #PuraVida

Send us a textSales and marketing are often seen as two sides of the same coin - but in far too many businesses, they're operating worlds apart. In this episode of Marketing Espresso, I sit down with Dominic Parsonson to explore why sales and marketing alignment isn't just “nice to have” - it's essential for business growth.Dominic brings decades of experience in sales leadership and CRM implementation, and together we dive into why misalignment happens, what it costs businesses, and how to fix it. From shared KPIs to better communication between departments, we unpack how teams can move from blame to collaboration.We also talk about why CRMs fail when they're treated as IT projects, how leadership buy-in makes or breaks success, and why understanding your customer journey requires everyone - from the C-suite to the factory floor - to be involved.This is a practical and candid conversation for anyone in sales, marketing, or management who's tired of hearing “the leads are rubbish” or “sales just don't follow up.”Key TakeawaysTrue alignment between sales and marketing starts with communication. Both teams need to speak the same language, share common goals, and understand that they rely on each other's success. CRMs should be tools that serve people - not admin burdens - and leadership needs to set the tone by fostering collaboration rather than competition.When salespeople spend time with marketers (and vice versa), they gain invaluable insight into customer needs and the buyer journey. It's through these connections that messaging becomes sharper, strategy becomes stronger, and customers experience a unified brand.Actions You Can TakeGet your sales, marketing, and leadership teams in the same room to define your shared value proposition and ideal customer profile.Create at least one shared KPI that both departments are accountable for - such as revenue growth or lead-to-conversion rate.Review your CRM setup. Is it helping both teams do their jobs better, or is it just collecting dust?Encourage team “ride-alongs” - let marketers shadow sales calls, and salespeople spend time in marketing meetings.Build open communication habits. A casual lunch between departments can often solve more problems than another formal meeting.When sales and marketing start speaking the same language, the business grows faster - and everyone wins.Connect with DominicLinkedInWebsiteDOWNLOAD MY CONTENT PLANNER - https://becchappell.com.au/content-planner/Instagram @bec_chappellLinkedIn – Bec Chappell If you're ready to work together, I'm ready to work with you and your team.How to work with me:1. Marketing foundations and strategy consultation 2. Marketing Coaching/ Whispering for you a marketing leader or your team who you want to develop into marketing leaders3. Book me as a speaker or advisor for your organisation4. Get me on your podcastThis podcast has been produced and edited by Snappystreet Creative

Meet Josh Larson, founder of Delta Rev, who helps seven-figure, appointment-based businesses turn their CRMs into full-funnel growth engines. In this episode, Josh breaks down how to capture every lead "from click to close," automate follow-up so no prospect is left behind, and nurture longer sales cycles without burning time. You'll hear how his audit process surfaces "leaks" in your revenue cycle, why organic content plus warm DM conversations convert, and how back-end workflows drive repeat business, higher lifetime value, and even enterprise value. Expect tangible ideas to cut no-shows, lift conversion rates, and—most importantly—buy back your time to focus on impact, family, and freedom.   

We sit down with Harry and Paul from Inturing to move past the AI buzzwords and get practical about automation in Australian manufacturing. We talk about the real opportunities, the common traps, and how to use AI as an enabler for better processes instead of chasing the latest shiny tool. We walk through how manufacturers can connect the dots between CRMs, ERPs, finance and project systems, and we look at simple ways to free people from low value admin so they can spend more time with customers and on strategy. From sales call transcription to purchase order processing and accounts receivable, we show how small, targeted automations can add up to serious savings and better cash flow.Harry and Paul also share the mistakes they see all the time, why “AI first” thinking often backfires, and a simple way to get started without blowing the budget or creating a data security mess.

We sit down with Jon, a handyman business owner of Dakota Small Jobs who's grown from solo operator to managing a full team of 5 technicians in just six months.We discuss:Hiring technicians fast (and finding the right people)Marketing strategies in rural areasReal-world pricing and estimating systemsHow to charge based on job complexityLeadership mindset and scaling with systemsIf you're stuck wearing too many hats or wondering how to take your handyman business to the next level, this episode is your roadmap.

Episode SummaryIn this episode of the Thread Podcast, host Justin Vandehey sits down with John Queally, Senior Director of Revenue Operations at Clari, to explore how RevOps is evolving in the age of AI, and what it really means to build a data-driven go-to-market organization.John's career spans consulting, analytics at JP Morgan, leadership roles at American Express and Qualtrics, and now Clari — one of the companies that helped define modern RevOps. He shares how his early assumption that tech companies were “amazing at data” turned out to be completely wrong, and why that realization led him to see RevOps as the spinal column and nervous system of every go-to-market organization.Together, they dive deep into:How to unify fractured data systems across sales, marketing, CS, and productThe difference between “tools” and true data architectureWhy AI is exposing every fault line in go-to-market organizationsThe human side of RevOps: partnerships, trust, and communicationWhat “world-class” looks like for RevOps in 2025 and beyondHow to balance machine intelligence with human intuition in salesAnd how leaders can prepare for the next generation of revenue operationsChapters00:00 – Introduction Justin introduces John Queally and his path from consulting and banking to RevOps leadership at Clari.01:10 – From JP Morgan to Clari: The Data Reality Check John shares how his early experience in finance led him to realize how disorganized data is across tech companies — and how that sparked his RevOps journey.03:30 – Defining RevOps as the Spinal Column Why RevOps should serve as the connective nervous system for GTM — ensuring every function operates from the same base of facts.05:00 – What “World-Class” RevOps Looks Like Today John explains how the definition of world-class RevOps is shifting toward data ownership, cohesive field experiences, and AI-enabled decision-making.06:30 – AI vs. Human Intuition The ongoing tension between automation and human instinct in sales — and why RevOps needs to serve as a checkpoint, not a replacement.08:15 – The Future of CRM and GTM Systems A look ahead at how the sales tech stack is evolving beyond monolithic CRMs into a connected ecosystem of specialized tools.10:00 – Machine Learning and Predicting Customer Behavior John shares how Clari partnered with data science firm QuadSci to achieve 94% churn prediction accuracy — and how that insight gets surfaced seamlessly to the field.13:00 – Cross-Functional Alignment at Scale Why true RevOps alignment comes from people, not tickets — and why John's team embeds directly within every GTM function.15:30 – Developing the Next Generation of RevOps Leaders The skills operators need to thrive in this next era — including data fluency, architectural thinking, and strategic ownership.18:00 – The AI Wake-Up Call Why 80% of AI projects fail — and how RevOps leaders can prepare their orgs by fixing data quality and alignment first.20:00 – Closing Thoughts John's reflections on RevOps as a community-driven discipline, the future of collaboration, and why every GTM leader must now own their data story.

Haley Ingram and Alyssa Stalker join Jason Cassity and The Broke Agent to break down how agents should actually be using ChatGPT and creating better content. They cover personal branding, testing ideas before you post, and why hashtags and post times don't matter. The crew also shares the biggest content mistakes agents make, and how to fix them. Plus, easy November and Thanksgiving content ideas you can steal today.

Loan officers often overcomplicate success: chasing new tools, CRMs, and shiny widgets… when the truth is, winning with agents comes down to just three things. In this episode of the Loan Officer Leadership Podcast, Steve Kyles and Frank Garay reveal the simple, proven formula that will win you business and build long-term trust with qualified agents. You'll learn: The three things every agent truly wants from their lender How to remove chaos and become their competitive advantage Why consistency beats every marketing trick in the book How to turn communication and follow-up into new referrals Stop chasing the next silver bullet. Do these three things well, and word will spread fast. Book a free strategy call to learn how to implement this system at FreedomPlanningCall.com.

Loan officers often overcomplicate success: chasing new tools, CRMs, and shiny widgets… when the truth is, winning with agents comes down to just three things. In this episode of the Loan Officer Leadership Podcast, Steve Kyles and Frank Garay reveal the simple, proven formula that will win you business and build long-term trust with qualified agents. You'll learn: The three things every agent truly wants from their lender How to remove chaos and become their competitive advantage Why consistency beats every marketing trick in the book How to turn communication and follow-up into new referrals Stop chasing the next silver bullet. Do these three things well, and word will spread fast. Book a free strategy call to learn how to implement this system at FreedomPlanningCall.com.

What if the hundreds of leads in your CRM aren't the opportunity you think they are? In this revealing episode of The Millionaire Car Salesman Podcast, Sean V. Bradley and LA Williams take a hard look at the reality of lead management in today's automotive industry. They unpack the costly truth behind what they call "dumb dealer math", where dealerships chase inflated numbers, waste money on poorly optimized lead sources, and mistake activity for true sales opportunities. "Your CRM is your central nervous system. It is not just a lead tool; it's your customer relationship management tool." - Sean V. Bradley Sean and LA dig deep into the difference between data that looks good and data that actually sells cars. They expose why metrics like SRPs and VDPs can be misleading, how poor CRM habits drain profits, and what really separates top-performing dealerships from the rest. "But as long as they (dealers) are making more money than they're spending, they think to themselves, I got other problems I got to deal with." - Sean V. Bradley But they don't stop there. The duo explores how smart dealers are diversifying their lead sources, leveraging proven partners like AutoWeb and CarsDirect, and building systems that turn leads into lifelong customers. If you've ever wondered why your lead volume isn't matching your results, or how to fix it, this episode will change the way you think about sales opportunities, metrics, and money in your dealership. It's not about getting more leads. It's about doing more with the ones you already have.   Key Takeaways: ✅ Dealers often struggle with too many leads without an effective team or strategy to manage them, resulting in missed opportunities. ✅ Focusing solely on website metrics like SRPs and VDPs without actual lead conversion can lead to wasted resources and efforts. ✅ Proper planning, preparation, and training are crucial to overcoming common pitfalls in lead management and maximizing sales success. ✅ Diversifying lead sources through third-party providers can help dealerships attain a balanced, risk-minimized approach to lead acquisition and management. ✅ A well-integrated CRM system is essential for understanding prospects, meeting their expectations, and creating valuable customer relationships.   About Sean V. Bradley Sean V. Bradley is a renowned expert in the automotive sales industry, currently serving as the President of Dealer Synergy. With over 27 years of experience, Sean is also a certified CSP and a best-selling author of "Win the Game of Googleopoly." Known for his innovative strategies in lead management and CRM, Sean has been a key influence in transforming car dealerships across the nation, making him a sought-after consultant and trainer in automotive sales. About LA Williams LA Williams is the Vice President at Dealer Synergy and the co-creator of the Millionaire Car Salesman Podcast. Known as the "Blind Master" for his unique perspective and insights, LA has a history of excellence in leveraging technology and training methodologies to increase sales and efficiencies in car dealerships.     Maximizing Dealership Success: Unleashing the Power of Leads, Marketing, and CRM Strategies In the fast-paced world of automotive sales, success hinges on mastering the art of lead management, astute marketing strategies, and the effective use of CRM technology. Sean V. Bradley, CSP, and his insightful conversations with LA Williams underscore the urgent need for dealerships to refine these aspects for consistent growth. This article distills the core themes from their engaging discussion, highlighting how dealerships can transform potential challenges into opportunities. Strategic Lead Management: Pinpointing and capitalizing on quality leads rather than succumbing to distraction. Diverse Marketing Approaches: Balancing investment between the dealership's website and external lead sources to mitigate risk. Advanced CRM Integration: Leveraging CRM systems to optimize prospect engagement and relationship development. Strategic Lead Management In today's automotive industry, the ability to effectively manage leads is crucial. Sean V. Bradley's discussion about dealerships being overwhelmed with leads hits home for many. He describes a common scenario: "You guys have so many leads, so many buyers, and not enough people." Overwhelming lead volume without sufficient staff can result in missed opportunities and wasted resources. Bradley's advice on categorizing leads into existing prospects and carryover prospects is significant. He provides a vivid illustration of a common oversight: "If you have 1,000 fresh leads a month, you're not going to start the first day of the month with zero." Instead, dealerships should consider the cumulative effect of carryover leads. Creating a structured approach to handling these varying lead types ensures that sales teams don't become inundated and fail to capitalize on genuine sales potentials. The importance of preparation and understanding the buying cycle underscores the critical need for dealerships to adopt refined lead management strategies. As Bradley emphasizes, "The average buying cycle for a new car is 90 days." Knowing this, dealerships must adjust their follow-up processes to align with the customer's timeline, thereby maximizing conversion chances. Diverse Marketing Approaches A key theme reinforced by Bradley and Williams is the fallacy of putting all marketing funds into a dealership's website. Bradley cautions against such myopic strategies: "It makes no sense to spend a little bit of money on the website but spend a fortune on ads or crap that drives traffic." Instead, he advocates for a diversified marketing approach akin to a mutual fund strategy, where investments are spread across multiple lead sources to minimize risk and maximize exposure. This diversified strategy includes the use of third-party lead providers like AutoWeb and Cars Direct, which offer an attractive cost-benefit ratio. Bradley highlights this by noting, "You should be able, if you're brand new or you're underperforming, to handle about 80 to 100 fresh Internet leads max." This targeted approach ensures that dealerships can maintain lead quality while benefiting from a sustainable and predictable lead flow. Integrating different marketing facets, such as search engine optimization (SEO), pay-per-click (PPC) advertising, and social media campaigns, allows dealerships to reach a broader audience while retaining flexibility. This blend of strategies not only improves lead quality but also aligns marketing spending with tangible results. Advanced CRM Integration for Optimal Customer Engagement The integration of CRM technology in lead management cannot be overstated. A recurring theme in Bradley's discussion is the imperative for dealerships to leverage CRM systems as a central nervous system. With compelling clarity, he describes the potential of CRMs to enhance customer relationships from "inception of the prospect." A robust CRM system is more than just a tool for managing leads. It offers invaluable insights into customer behavior and preferences, enabling personalized communication strategies. Bradley advises on the strategic setup of CRMs: "It needs to be optimized the right way." This involves structuring automated emails, video messages, and task reminders to ensure that no lead is left unengaged. The synergy between CRM systems, human resources, and AI is especially transformative. Bradley explains, "Your CRM, your human resources, and your AI should all be designed and architected interdependently." This triad approach not only enhances operational efficiency but also cultivates deep customer relationships, ultimately driving sales and fostering long-term loyalty. Dealerships that embrace this comprehensive CRM strategy are better positioned to navigate the complexities of customer interactions, ensuring that every engagement is as personalized and impactful as possible. To truly thrive in the modern automotive landscape, dealerships must embrace a multi-faceted approach that integrates strategic lead management, diversified marketing practices, and advanced CRM solutions. By doing so, they can transform challenges into opportunities, ensuring sustained growth and customer satisfaction. As Bradley insightfully advocates, a dealership's success is significantly enhanced when it masters these key areas, preparing itself to meet and exceed customer expectations consistently.     Resources + Our Proud Sponsors: ➼ The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry with over 29,000 members worldwide. Collaborate with automotive professionals, learn the best industry practices, and connect with top mentors, managers, and sales leaders. Join The Millionaire Car Salesman Facebook Group today! ➼ Dealer Synergy: The automotive industry's #1 Sales Training, Consulting, and Accountability Firm. With over 20 years of proven success, Dealer Synergy has helped dealerships nationwide build high-performing Internet Departments and BDCs from the ground up. Our expertise includes phone scripts, rebuttals, CRM action plans, lead handling strategies, and management processes; all designed to maximize your people, processes, and technology! ➼ Bradley On Demand: The automotive industry's most powerful Interactive Training, Tracking, Testing, and Certification Platform. With LIVE virtual classes and access to a library of over 9,000 on-demand training modules, Bradley On Demand gives your dealership the tools to dominate every department: Sales, Internet, BDC, CRM, Phone, and Leadership. From sharpening individual skills to elevating entire teams, this platform ensures your people are trained, tested, and certified for maximum success. Equip your dealership to sell more cars, more often, and more profitably with Bradley On Demand!

Send us a textIn the not-for-profit startup CRM segment—particularly for organizations with fewer than 20 employees—the environment is lean, centralized, and heavily dependent on a single CRM administrator who shapes processes across the organization. At this early stage, scattered systems and data silos are manageable, so CRM platforms prioritize simplicity, usability, and light integrations over complex workflows or deep data structures. Budget limitations also push these organizations toward DIY deployments, choosing tools they can configure and launch with minimal outside help. But as you move into the broader not-for-profit space, operational complexity rises sharply. Website integrations for donations, event registrations, and recurring payments become essential, blurring the line between CRM and e-commerce. This is why some CRM vendors in this segment offer built-in e-commerce capabilities—bringing their pricing closer to that of standalone e-commerce platforms while meeting the needs of more sophisticated not-for-profit operations.In this episode, our host Sam Gupta discusses the top 10 Non-Profit Startup CRMs in 2025. He also discusses several variables that influence the rankings of these Non-Profit Startup CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=ihCIyzNkfV4Read: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

Today, host Dave Sullivan speaks with Chris Diroll from SMA Support to discuss the real-world challenges that roofing contractors face with CRM systems. They dive into some of the most common issues, like messy data entry, missed follow-ups, and swap tips on how to clean up your data, switch from one CRM to another, and automate your lead management. Chris really drives home how crucial it is to follow up quickly and communicate well, while Dave talks about why having someone dedicated to managing your CRM can make all the difference. Together, they share practical advice to help contractors get the most out of their CRMs, boost sales, strengthen customer relationships, and grow their businesses. Tune in!What you'll hear in this episode:Importance of Customer Relationship Management (CRM) systems for roofing contractorsCommon challenges contractors face with CRM toolsThe significance of proper CRM setup and data management for business growthRole of data migration and cleanup in optimizing CRM usageBenefits of human and automated phone answering services for lead captureStrategies for effective follow-up with leads and past customersImportance of maintaining clean and organized data within the CRMUtilizing CRM data to identify additional sales opportunities and improve marketing strategiesThe concept of "rehash" and its role in converting open leads into salesRecommendations for integrating various software tools to streamline workflows and enhance lead managementResources:Connect with Chris Diroll!SMA WebsiteBook a Call! To get a business process audit, click here.Connect with Dave!Text Dave: (510) 612-1450Free Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShowTrusted & Vetted SponsorsRuby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.

Omer Reshid joins Jason Cassity and The Broke Agent to discuss Instagram's new “competitive insights,” five ways to increase reach from Head of Instagram Adam Mosseri, Gen Z content that's crushing right now, and the marketer of the week.

Recorded live at Equip Expo 2025, John sits down with long-time industry veteran Joe McPhail to talk about the evolution of technology and CRM systems in the lawn care world. From the early days of paper scheduling and handwritten invoices to the seamless power of today's cloud-based software, Joe shares how embracing technology has streamlined business, saved time, and boosted profitability. If you've ever felt hesitant about adopting new tools or CRMs, this conversation will inspire you to see technology not as a burden but as the backbone of modern lawn care success. Comments and Questions are welcome. Send to ProfitswithPajak@gmail.com Episode Links: Apple Podcast Listeners- Copy and paste the links below into your browser. Show Partners: Yardbook Simplify your business and be more profitable. Please visit www.Yardbook.com  Get 30 days of Premium Business level of Yardbook for FREE with promo code PAJAK Relay Relay is small business banking that puts you in complete control of what you are earning, spending, and saving. Click here to sign up for Relay and get $50.00 cash bonus!http://join.relayfi.com/promo/get-50-ulumkswykjzwi4dqsm?referralcode=profitswithpajak&utm_source=influencer&utm_medium=podcast  Mr. Producer Click the link to connect with Thee Best Podcast Producer in the biz! https://www.instagram.com/mrproducerusa/   Green Frog Web Design Get your first month for only $1 when you use code, PAJAK, and have your website LIVE in 3 weeks from projected start date or it is FREE for a year. https://www.greenfrogwebdesign.com/johnpajak My Service Area "Qualify Leads Based on Your Profitable Service Area." Click on this link for an exclusive offer for being a "Profits with Pajak" listener. https://myservicearea.com/pajak   Training and Courses Budgets, Breakevens, and Bottom Lines™ Workshop John Pajak's exclusive system is designed to help you avoid common failures and achieve your business' financial goals to be profitable and scale your business. https://www.johnpajak.com/offers/qvgvV8m3/checkout   Yardbook Training Workshops Learn one-on-one with John Pajak to use Yardbook like a pro to streamline your business and make more money! https://www.johnpajak.com/offers/aJ9YX7aB/checkout

Feeling busier and more distracted than last year? You're not imagining it—and you're not powerless. This guide turns a simple "peg" memory method into a fast, executive-friendly workflow you can use on the spot. Why do we forget more at work—and what actually helps right now? We forget because working memory is tiny and modern work shreds attention; the fix is to externalise what you can and anchor what you can't. As channels multiply—email, LinkedIn, WhatsApp, Line, Telegram—messages blur and retrieval costs explode. First, move details out of your head and into calendars, task apps, and checklists. Second, when you must recall live (presentations, Q&A, pitches), use a method that forces order on demand. That's where "peg numbers + peg words + peg pictures" wins: it's fast, portable, and doesn't depend on a screen. Do now: Decide which meetings require live recall versus notes-on-desk. Use tools for storage; use pegs for performance.  What is the Peg Method—and why does it work under pressure? The Peg Method gives you nine permanent "hooks" (1–9) that never change; you hang today's items on those hooks using vivid mini-scenes. Consistency is the trick. When the pegs stay fixed, recall becomes automatic: say the peg, see the picture, retrieve the item—in order. This scales from shopping lists to leadership talking points, risk registers, and sales objections during a live demo. Executives like it because it's device-free, language-agnostic, and works whether you're in Tokyo, Sydney, or Seattle. Do now: Lock your baseline pegs today so they never change: 1 = Run, 2 = Zoo, 3 = Tree, 4 = Door, 5 = Hive, 6 = Sick, 7 = Heaven, 8 = Gate, 9 = Wine.  How do I build pictures that "stick" in seconds? Use A-C-M-E: Action, Colour, Me, Exaggeration—three-second scenes beat perfect ones. Give each peg-scene movement (Action), crank the saturation (Colour), put yourself in the frame (Me), and overdo scale or drama (Exaggeration). You don't need to "see" it like a film; a whispered line works ("Door: Johanna blocks sign-off"). Across markets, this reduces blank-outs because your brain encodes motion, salience, and self-relevance faster than abstract text. Do now: Practise with two items right now—peg #1 Run and #2 Zoo—timing yourself to three seconds per image.  Can pegs really keep a long list in order? (Worked example) Yes—because the order is baked into the numbers, you can recite forwards, backwards, or jump to any slot. Try this city sequence: Sydney, Toronto, São Paulo, Johannesburg, Seattle, London, Mumbai, Vladivostok, Kagoshima. 1 Run: sprint alongside a kangaroo (Sydney) with a starter pistol; 2 Zoo: monkeys hurl "Toronto" nameplates; 3 Tree: a palm bends under a "São Paulo" sash; 4 Door: "Johannesburg" is painted thick across a revolving door; 5 Hive: bees wear "Seattle" face masks; 6 Sick: a syringe squirts the word "London"; 7 Heaven: "Mumbai" descends pearl-white stairs; 8 Gate: a rail gate slams down with "Vladivostok"; 9 Wine: a crate stamped "Kagoshima." Do now: Recite pegs in rhythm—run, zoo, tree, door…—then replay the scenes. Test #7 or #4 out of order to prove the jump-to-slot works.  What if I'm "not visual," get confused, or blank on stage? Say the peg aloud and attach a one-line cue; keep pegs permanent; rehearse forwards and backwards. If imagery feels fuzzy, talk it: "Tree: São Paulo sash." The rhyme is your safety rail. Confusion usually comes from changing pegs—don't. Under pressure, we default to habits; two short reps (forward/back) create enough redundancy to survive a curve-ball question. If lists exceed nine, chunk them (1–9, 10–18) or create a second peg set for a different category (e.g., "Client Risks"). Do now: Lock your 1–9; rehearse your next briefing once forward, once backward, standing up to simulate pressure.  How do I integrate pegs with my 2025 workflow without more cognitive load? Use a two-lane system: tools for storage and pegs for performance; tag owners and dates inside the images to encode accountability. Calendars, CRMs, and project trackers still carry due dates, attachments, and threads. Pegs handle what you must say from memory: topline metrics, names, objections, decisions. For leadership teams across APAC, EU, and North America, this reduces meeting drag and hedges against tech hiccups. Pro tip: weave critical metadata into the scene ("Door: Sarah blocks approval until Friday 17:00"). Do now: Pick one recurring meeting and move its opening five points to pegs; keep everything else in your agenda doc.  Conclusion: design around your brain, don't fight it Your brain isn't failing—you're asking it to juggle too much in noisy environments. Externalise the bulk; anchor the rest with nine permanent pegs and A-C-M-E pictures. In a week, the "snap-back" effect appears: you say the peg, the scene plays, and the item drops into place—without the stress. Do now: Lock pegs 1–9, run the five-minute drill today, and use pegs for your very next high-stakes conversation.  Author Credentials Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across leadership, communication, sales, and presentation programs, including Leadership Training for Results. He has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー). Greg also publishes daily business insights on LinkedIn, Facebook, and Twitter, and hosts six weekly podcasts. On YouTube, he produces The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews, followed by executives seeking success strategies in Japan. 

In This Episode In this episode of Systems Simplified, host Adi Klevit talks with global sales mentor Zach Selch about the systems and mindsets that drive scalable international sales. Zach shares how he helps VPs of sales move from reactive selling to strategic, process-driven growth. He explains that most companies have strong systems for their domestic market but lack structure in their international sales efforts. By introducing data-driven visibility, defining clear buyer journeys, and building repeatable processes, Zach helps companies multiply their sales — sometimes by 1,000% or more. He also emphasizes the power of consistent follow-up, explaining how it builds trust, credibility, and client confidence. From using CRMs effectively to designing creative follow-up tactics like sending global candy-filled advent calendars, Zach shows how small systematic touches can yield huge results. Finally, he shares what makes a great global VP of sales: resilience, cultural awareness, flexibility, and the discipline to follow systems.

Jordan Alexander is embracing the future as he uses AI to optimize his virtual lead generation, giving his team more room to grow in every other aspect of their sales. Away from traditional CRMs and direct human intervention, Jordan's integrations mark a new era of efficiency, ethics, and trust building that will be a part of solar's potential future.CLICK HERE: https://apply.solarpreneurs.com/ https://zendirect.com/ https://crmx.app/ https://zapier.com/ https://www.solarscout.app/taylor TOP 10 MOST DOWNLOADED EPISODES OF ALL TIME https://www.youtube.com/@solarpreneurs goals.solarpreneurs.com oneliners.solarpreneurs.com https://solciety.co/ - JOIN SOLCIETY NOW! SIRO APP - LEARN MORE

Send us a textIn this high-energy episode of The MLO Project, Frazier and Michael come in hot fresh off AIME's Fuse 2025, breaking down lessons, laughs, and the unexpected win of a 7:00 a.m. breakout session that packed the room.Michael shares the behind-the-scenes story of his first “legit” Fuse experience, the vibes-only navigation system through the Gaylord Opryland, and why his High-Level Blueprint session had brokers buzzing before the sun came up.This isn't another tech talk — it's a wake-up call for loan officers who've been sleepwalking through their CRM strategy. They dive deep into:Why legacy CRMs are holding LOs hostageWhy Data is THE NEW CommissionThe real leverage behind HighLevel (HL4 Mortgage Pros)How top brokers are using automation and AI without losing authenticityWhy most LOs waste money on tools they don't understandThe right mindset for implementing any system (hint: start with the goal, not the gadget)Whether you were at Fuse or not, this episode gives you a front-row seat to what's coming next in mortgage tech, content leverage, and operational dominance.

At the Wildix Partner Day in Venice, Italy, Technology Reseller News Publisher Doug Green sat down with Jason Uslan of Wildix to discuss how the European-born UCaaS and PBX provider is helping small and midsize businesses modernize communications while preserving the trusted channel relationship. “Wildix is 100% channel — we only go to market through our partners,” Uslan explained. “That local partner knows the customer, understands their workflows, and can tailor the solution to fit their needs.” Wildix's unified platform enables SMBs to consolidate fragmented communications — legacy PBX, Microsoft Teams, CRM tools, and email — into a single, flexible system focused on both customer and employee experience. Designed for scalability, the Wildix solution gives partners full control over deployment, billing, and customer ownership while offering end users a seamless, device-agnostic experience across office and remote environments. Uslan emphasized that Wildix fits the SMB market “because it's built for it.” The platform is fully customizable down to the user level, integrates natively with Microsoft Teams and leading CRMs, and supports open APIs for third-party extensions through partners like Red Cactus. “We don't want to disrupt how people work — we want to help them work smarter, faster, and better,” he said. Looking ahead, AI will play a central role in Wildix's evolution. Uslan noted that the company approaches AI “with an ROI mindset — helping SMBs do more without replacing people, by making their teams more efficient.” From improving coaching and analytics through its x-bees employee experience (EX) tools to driving better customer experience (CX), Wildix is positioning partners and customers alike for the next decade of intelligent, integrated communications. To learn more about Wildix solutions and partner opportunities, visit wildix.com.

Launching a capital campaign is one thing. Raising over $200 million and outgrowing your original goals is another. In this episode of The Responsive Lab, hosts Carly Berna and Scott Holthaus sit down with Dr. Will Smallwood, Vice President for Advancement at Cedarville University, to unpack the story behind the wildly successful “One Thousand Days Transformed” campaign. Dr. Smallwood shares the campaign's roots in mission-first storytelling, how strategic planning turned into campus-wide buy-in, and what it really takes to build momentum, from data-informed planning to real-time transparency with donors. You'll hear the lessons Cedarville learned while expanding a campaign goal from $125M to $175M, and ultimately raising over $205M. Plus, Will reflects on what he'd do differently, including that time they switched CRMs mid-campaign. Links from the episode: Connect with Will Learn more about Cedarville University and the “One Thousand Days Transformed” campaign Learn more about Virtuous at virtuous.org/learnmore and download your free Nonprofit CRM Checklist at virtuous.org/crmchecklist

Send us a textThe CRM requirements of nonprofits are uniquely mission-driven, extending well beyond conventional sales and customer engagement functions. Unlike commercial enterprises, these organizations must manage complex relationships with a diverse set of stakeholders—including donors, volunteers, members, partners, and beneficiaries—each with distinct interaction and reporting needs. Core capabilities such as donation lifecycle management, pledge tracking, campaign segmentation, and impact measurement are essential to sustaining transparency and trust. Nonprofits also rely heavily on integrations with fund accounting systems and marketing automation tools to maximize limited resources while maintaining accountability to donors and regulators. Given their dependence on public and grant funding, robust data governance and auditability are non-negotiable. A CRM that aligns with the nonprofit operational and compliance model is not just a tool for engagement—it's the backbone for mission execution, resource optimization, and long-term sustainability.In this episode, our host Sam Gupta discusses the top 10 Non-Profit CRMs in 2025. He also discusses several variables that influence the rankings of these Non-Profit CRMs. 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. 

What do firefighting, church planting, and handyman work have in common? For Jon Sanders of Dakota Small Jobs, they're all part of one wild entrepreneurial journey.In this powerful episode, Jon shares: ✅ How he transitioned from full-time firefighter and pastor to starting a booming handyman business ✅ Why so many pastors are thriving in the trades—and what that means for your business ✅ The mindset shift that helped him grow from a solo operator to a 5-person team in under a year ✅ His unexpected path to launching a second home service business, 605 Blinds ✅ Why business is ministry and leadership is legacyThis is Part 1 of a two-part masterclass in service-driven entrepreneurship, faith-filled leadership, and building teams that last.

What does it really take to lead one of Manhattan's most iconic brokerages through a historic acquisition while preserving its soul and scaling its influence? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with Kevelyn Guzman, a visionary leader who took a 100-year-old boutique Manhattan brokerage through a transformative acquisition by Coldwell Banker. She opens up about her journey from Wall Street to real estate, her philosophy of treating agents as clients, and her approach to maintaining culture, innovation, and collaboration in a fiercely competitive market. Kevelyn doesn't just talk about leadership—she lives it. From supporting women in real estate to demystifying CRMs and AI, she breaks down the real work behind agent retention, marketing strategy, and building a brand that lasts. Whether you're an agent, broker, or aspiring leader, this episode will challenge you to lead with authenticity and strategy. If you're a real estate leader or agent looking to elevate your business, follow Kevelyn Guzman on LinkedIn and keep an eye out for her upcoming book. Don't forget to subscribe to Real Estate Excellence, leave a review, and share this episode with a real estate pro who needs to hear it!   Highlights: 00:00 – 05:18 From Wall Street to Real Estate Never make emotional decisions Kevelyn's early career on Wall Street Realizing real estate is about relationships Moving into real estate in 2006 Surviving the 2008 crash 05:19 – 13:25 Guiding a Legacy Firm Through Acquisition Warburg Realty's 100-year legacy Transition to Coldwell Banker Choosing the right buyer International reach and global network Supporting international clients 13:26 – 24:38 Building a Culture of Agent-Centric Leadership Treating agents as clients Helping agents build business infrastructure Leadership lessons from "boots on the ground" Recruiting and retaining top talent Putting the agent brand first 24:39 – 34:18 Coaching Through Change and Custom Strategy Quarterly strategy sessions with agents Helping agents adapt to AI tools Embracing individual marketing styles Social media resistance turned success Metrics-driven coaching and consistency 34:19 – 47:42 Tools, Tech, and the CRM Problem Matching tools to agent strengths Real-world uses for CRMs White-glove support vs. tech overload Key tools: Canva, Listing Concierge, Revitalize Building processes to let agents focus on deals 47:43 – 1:03:40 Women in Real Estate and Industry Outlook Launching the NYC chapter of "What Moves Her" Gender bias in luxury real estate Cultural and building-level dynamics 2026 NYC market predictions Embracing visibility, passion, and future goals   Quotes: "Never make decisions when you are highly emotional. Just give it some time." – Kevelyn Guzman "Our agents are the CEOs of their business—we're just here to support that infrastructure." – Kevelyn Guzman "It's not always about the money. Support, culture, and visibility matter more than splits." – Kevelyn Guzman "Real estate isn't just a job for me. It's a passion I live out seven days a week." – Kevelyn Guzman   To contact Kevelyn Guzman, learn more about her business, and make her a part of your network, make sure to follow her on her Website, Instagram, Facebook, and LinkedIn.   Connect with Kaitlin Chernyshov! Website: https://cbwarburg.com/agent/kevelyn-guzman Instagram: https://www.instagram.com/kevelynguzman LinkedIn: https://www.linkedin.com/in/kevelyn-g-055676b/   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #KevelynGuzman #NYCRealEstate #WomenInRealEstate #RealEstateLeadership #BrokerLife #ColdwellBanker #AgentSupport #BusinessStrategy #WallStreetToRealEstate #RealEstateCoach #LuxuryRealEstate #RealEstateBranding #WhatMovesHer #CRMforAgents #AIinRealEstate #AuthenticLeadership #RealEstateRetention #RealEstateInnovation #SocialMediaStrategy

At the Crexendo UGM, Amit (Bodhi) Bijlani, Co-Founder and CEO of Voxtell AI, joined Technology Reseller News Publisher Doug Green to discuss how his company is reshaping the way service providers deploy conversational AI. Fresh off the CodeFest stage, Bijlani announced the launch of Voxtell AI's NetSapiens plugin—a light, embedded version of the company's full-featured voice AI assistant platform that integrates directly into the NetSapiens customer portal. “Our goal was to make AI accessible to every NetSapiens partner,” Bijlani said. “Now they can resell AI assistants to their customers without leaving the portal—they don't need another login or platform.” Voxtell AI's solution enables inbound and outbound AI calling, two-way SMS, knowledge base integration, lead scoring, data extraction, and recording and transcription—all within a fully white-labeled, reseller-ready environment. The company's new plugin uses NetSapiens single sign-on for frictionless access, allowing MSPs and partners to deploy AI assistants in under a day, while end users can train and launch their assistants in just minutes using existing web or Google Business data. Bijlani explained that the product evolved from analyzing Voxtell's own CDR data and identifying missed opportunities in after-hours and weekend calls. That insight led to a year-and-a-half development effort culminating in a scalable, omnichannel AI assistant platform that's both simple to deploy and deeply customizable. “We're giving service providers a fast, sticky way to add AI value to every account,” Bijlani noted, emphasizing that the solution integrates easily with CRMs and third-party apps through its MCP server. Whether connecting to Salesforce, HubSpot, or industry-specific systems like Open Dental, partners can extend automation and customer engagement without heavy development. For NetSapiens partners, this means new revenue, tighter customer relationships, and faster entry into the AI economy—all without leaving the familiar NetSapiens ecosystem. Learn more: voxtell.ai

If you've ever felt like your business is duct-taped together with freebies, funnels, and half-baked tech, this episode will feel like a breath of fresh strategy. Kristin Dronchi returns to unpack how Kingdom collaboration, clarity of calling, and scrappy-but-smart systems can accelerate your authority and impact—without compromising your values.WHY IT MATTERSThis episode matters now because too many Spirit-led entrepreneurs are stuck in overwhelm, trying to build visibility without vision. Kristin flips the script: start with Heaven's mandate, extract your God-given genius, and reverse-engineer your business from the transformation you're called to deliver.Whether you're launching your first offer or scaling a movement, this conversation will help you trade confusion for clarity—and hustle for Holy Spirit strategy.HIGHLIGHTS:Start with Heaven's mandate. Your territory is already assigned. Your people are waiting. (01:39)Your movement builds authority. When you speak your message boldly, credibility follows. (02:03)Collaborations multiply Kingdom impact. Not audience-hijacking—relationship-building. That's the ripple effect. (02:18)Scrappy doesn't mean sloppy. Kristin shares how to host professional-looking events with minimal tech. (06:59)Lead generation starts with clarity. Don't build an email list for “everyone.” Build it for the ones Heaven highlighted. (16:57)Reverse-engineer your business. Start with the transformation you deliver, then build the funnel backwards. (17:38)Tech overwhelm is optional. Templates, CRMs, and Zoom hacks—Kristin breaks it down step-by-step. (07:49)Affiliate links with integrity. Structure your collaborations to bless others and build trust. (08:54)Bundles aren't just trendy—they're strategic. Kristin gained 100+ new leads in 6 days through a holiday bundle. (13:27)Your framework is your freedom. When you map out your client journey, everything else clicks into place. (16:05)BIO:Kristin Dronchi is a mama, ex-9 to 5'er, Speaker & Founder of The Kingdom Business Revolution—a movement and a podcast equipping Holy Spirit-led women entrepreneurs to build businesses by God's design™ that disrupt darkness, advance the Kingdom, and create eternal impact without being a slave to social media. LINKS for KRISTIN:—FREE MiniCourse: Your Guide to Having Business Meetings with Heavenhttps://businessbygodsdesign.com/business-meeting-with-heaven/Grab it FREE!! Use the coupon code: MYHEAVENLYBOARD—Check out her stuff: https://businessbygodsdesign.com/—Listen to her podcast: The Kingdom Business Revolution JOIN TODAY: FREE 3-Day Challenge: http://SpiritCenteredBusiness.com/KingdomIntelligenceAccess Kingdom Intelligence: Heaven's Answer to AI for BusinessStep easily into Heaven's flow of blessing, abundance, peace and joy in every area of business and life. Activate your spiritual senses to engage with heavenly revelation for strategy and blueprints to move your business to the next level. Learn spiritual technologies to stay a step ahead of challenges so you can ride the ebbs and flows with confidence and peace.Reserve Your FREE Seat Today!http://SpiritCenteredBusiness.com/KingdomIntelligenceCopyright 2025 - Bralynn Newby Int'l, LLC. All rights reserved.TIMESTAMPS:00:00 Collaboration That Builds Connection01:39 Heaven's Mandate & Territory02:03 Speaking Your Movement02:18 Kingdom Collaboration vs. Worldly Strategy06:59 Scrappy Tech That Works07:49 Zoom, CRMs, and Templates08:54 Affiliate Links & Roundtables13:27 Holiday Bundles That Convert16:05 Start With the End in Mind17:38 Reverse-Engineering Your Funnel

Krys Benyamein and Natalie Perez-Benitoa join The Broke Agent to discuss several social media fears agents have, as well as their own, their scariest marketing horror stories, and last minute Halloween content ideas for agents.

Points of Interest00:00 – 00:39 – Introduction: Marcel introduces Simo Lemhandez, founder of Folk CRM, one of Europe's fastest-growing SaaS startups recognized by Product Hunt.00:42 – 02:18 – Defining Folk CRM: Simo explains Folk's mission to redefine CRM as an AI-native platform that centralizes all client touchpoints and automates busywork.02:21 – 04:20 – Origin Story: Simo shares how freelancing revealed the shortcomings of traditional CRMs and inspired him to build one that truly works for its users.04:31 – 07:26 – Product Philosophy: Folk deliberately focuses on small and mid-sized businesses (1–100 people) with a simple interface and complex backend automation.07:26 – 10:23 – Evolution of Go-to-Market: Simo outlines emerging trends: multichannel social selling, account-based marketing, and deeper personalization powered by AI.10:23 – 12:00 – Centralizing Context with AI: Marcel highlights how AI can synthesize client interactions across platforms, reducing manual data entry and complexity.12:01 – 13:16 – The “Army of Assistants”: Simo describes Folk's AI agents that enrich contacts, summarize meetings, and flag follow-ups—turning CRM into an active collaborator.13:16 – 16:13 – Human-in-the-Loop Design: Simo shares his framework for balancing automation and human oversight using a “workflow criticality × automation difficulty” matrix.16:13 – 19:54 – Platformization & SaaS Rationalization: Discussion on SaaS consolidation, where AI accelerates integration and reduces the need for fragmented tool stacks.20:03 – 23:10 – Building Flexible Architecture: Marcel and Simo explore how AI allows software to handle complex workflows while keeping user experiences simple.23:10 – 28:34 – The Future of Expertise: Both reflect on how AI lowers the barrier to competence but raises the premium on originality, strategy, and creativity.28:46 – 30:57 – Closing Thoughts: Simo encourages experts to embrace AI change cycles, stay curious, and focus on high-value creative work while AI handles repetition.Show NotesFOLK FREE TRIAL - use promo code PARAKEETO for 30% OFF your first 3 monthsConnect with SimoLove the PodcastLeave us a review here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us a textThe CRM needs of large enterprises are shaped by scale, complexity, and stringent governance demands that go far beyond what smaller organizations require. These businesses operate across multiple geographies, currencies, and regulatory environments, making territory management, multi-level forecasting, and compliance core to their CRM strategy. Unlike smaller firms that prioritize ease of use, large enterprises demand robust systems capable of managing global data consolidation, advanced security, and enterprise-grade scalability. Their CRMs must seamlessly integrate with ERP, CPQ, marketing, and analytics ecosystems while maintaining strict data sovereignty and access control standards. With decision-making dispersed across regions and divisions, AI-driven insights, predictive forecasting, and centralized reporting become essential. Ultimately, for large enterprises, a CRM is not just a sales tool—it's a governance and intelligence engine powering global alignment, operational efficiency, and strategic execution.In this episode, our host Sam Gupta discusses the top 10 Large Company CRMs in 2025. He also discusses several variables that influence the rankings of these Large Company CRMs. 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. 

In this episode, we dive into the often-overwhelming world of building a tech stack for your coaching business! We know the thought of sorting through all the technology options can make your eyes glaze over, but fear not! We break it down into manageable pieces, discussing everything from accounting software to payment processors, calendaring systems, and even email marketing tools. Adding tech to your process should save you time and money, not cause you headaches and cost you cash. Our goal is to help you streamline your processes so you can focus on what you do best – coaching! Are you ready to take your coaching business to the next level? Listen in as we share our personal experiences with different tools and provide recommendations that can help you build a solid tech foundation for a thriving coaching practice.

In this episode, Josh discusses his perspective on how AI and advanced technologies in platforms like Google Workspace and Microsoft Office could potentially render general-purpose legal CRMs like Clio and PracticePanther obsolete.  Josh shares insights from his experience in family law and how he's been able to automate numerous tasks using these workstations. He highlights the cost-effectiveness and efficiency of using integrated features like e-signature, custom workflows with AI support, and booking links.  Josh also talks about the niche legal tech tools that will still be necessary and offers examples from his practice to demonstrate these concepts. Tune in to hear his predictions and learn more about his tech-driven approach to legal practice. Never miss an update on my journey by joining my substack here: https://joshschachnow.substack.com/ 00:00 Introduction and Overview 00:36 Balancing Tech and Law Practice 02:19 The Rise of AI in Legal Workspaces 05:25 Cost Efficiency of Google Workspace 07:43 Future of Legal CRMs and AI Integration 09:38 Niche Legal Tech Tools 10:46 Conclusion and Call to Action

Do you ever look at other property management companies and wonder how they were able to grow and scale to thousands of doors?  In this episode of the #DoorGrowShow, property management growth experts Jason and Sarah Hull share insights they gleaned from successful founders and CEOs of multi-billion-dollar companies. You'll Learn [00:59] Execution is More Important Than Good Ideas [11:51] Narrowing Your Focus to What You're Best At [19:41] Ask Your Target Market [30:33] Everyone Should be Focused on One Goal Quotables “There's no shortage of ideas. It's execution that's the hard part.” “Everyone thinks… if I scale, I've got to do more. And actually, you have to do less to be able to scale…” “A lot of times we get caught up in creating systems, inventory, things that actually cause waste or over-optimizing each individual department or each individual step, but it actually reduces the overall goal of optimizing.” Resources DoorGrow and Scale Mastermind DoorGrow Academy DoorGrow on YouTube DoorGrowClub DoorGrowLive Transcript Jason Hull (00:00) a lot of times we get caught up in creating systems, inventory, things that actually cause waste or over optimizing each individual department but it actually reduces the overall goal of optimizing for making more money.   All right, I'm Jason Hull. This is Sarah Hull, the owners of DoorGrow, the world's leading and most comprehensive coaching and consulting firm for long-term residential property management entrepreneurs. For over a decade and a half, we have brought innovative strategies and optimization to the property management industry. At DoorGrow, we believe that good property managers can change the world and that property management is the ultimate.   high trust gateway to real estate deals, relationships, and residual income. At DoorGrow, we are on a mission to transform property management business owners and their businesses. We want to transform the industry, eliminate the BS, build awareness, change perception, expand the market, and help the best property management entrepreneurs win. Now, let's get into the show. Okay, so we recently kind of split paths, right?   so that you could go learn some stuff and I could go learn some stuff. So we usually do everything together. So, but we had, which I love, but we had two really cool opportunities. One I was very much more interested in than the other, because I was learning about AI, which I've been geeking out on. And then you went off to go to a profit event. And was really cool. We went to the first day together, but the second and third day I was in.   AI workshop, geeking out with some of the best on AI. Cool. I would love to hear what you took away from this event and what you learned, and maybe you can share that.   I wanted to go over my notes on one speaker in particular. I was kind of going back and forth between two of them and I think this is the one that I landed on. at a different date I could talk about the other one because you weren't there for either one of them. But on the second day, I'm just gonna call this like notes from a billionaire and not just a billionaire but a multi.   Billionaire and not just multi-billionaire but someone who is the founding member and CEO of I think they said they grew it to like it was a ridiculous number like 740 billion or it was a big it was a big number it was a very large impressive number and he was so nice I actually had a conversation with him before I even realized who he was I was chatting with him I wish I would have known   Like I recognized the name and then I saw him speak and I went man. I would've asked him a different question So I'll do a quick little intro and then I'll kind of share my notes from what I wrote down while he was presenting so intro his name is Jeff Hoffman and For those of you that don't know the name Like I didn't know the name before as soon as I say the name of the company you'll instantly go. okay No, know the company   The company is Priceline. So he is one of the founding members of Priceline. They started it and scaled it to many hundreds of billions of dollars.   This is some of the advice that he had shared with us in his Speech because I got to hear him get up and speak and present to the entire room. So The first thing that I wrote down I Don't know if he can be credited with saying this or if he was quoting someone else But he said it so I wrote it down because it resonated very much was ideas are welcome here But execution is worshiped   And I think that's really powerful because how many times do we all have this great idea, right? my God, I had this idea. my God, I had this idea. my God, we should do this. We should do that. What if we did this? There's no shortage of ideas. It's execution that's the hard part. It's turning an amazing idea into something and bringing that to life and bringing it to fruition. So I love it so much. That's good. Yeah.   too much attention a lot of times on the idea and the planning and all this stuff, but actually executing and actually getting something done, that's really all that matters. It doesn't matter. You can have a million ideas. If there's no execution, then who cares? So, okay. So I think my mom is a great example of this. Everyone, think mostly everyone knows Elf on the Shelf. So my mom, before Elf on the Shelf was a thing, she created it.   She just didn't do anything with it. She only used it like for me and my brother, but we had an elf that would come and visit and kind of keep an eye on us. And he would do fun things and he would pop around to different places in the house. So every time in the morning we would wake up and he would be in a different place or sometimes he would be doing like an activity. He'd be like baking or, you know, riding a bike or whatever. And it was so funny because when you look back on it, I went, mom, like,   that was off on the shelf and it's like multi-million dollar company. And she went, yeah, I wish I knew that. But she was just trying to do something fun for her kids. So she had taken that idea because it was, it was a great idea. And she executed on it, but she never brought it public. Can you imagine what would have happened if the execution was done on a larger scale? So she'll probably hate the fact that I'm calling her out on that. But I think that'll be her.   multi-million dollar missed story. Yeah. Yeah. So some of the questions that Jeff had asked when we're thinking about ideas, because we all have ideas. Some of them are good. Some of them are questionable. And some of them we can say like, yeah, that was a dud. So this is kind of a framework to take you through to figure out, is this worth executing on? One is.   Is this a problem? So you have to ask yourself, is this an actual problem? Like what you're doing, does this solve some sort of problem? And then bonus points if it's a big problem, right? So if we go back to the story of Priceline, many, many years ago, those kiosks that are in every airport that you can just check in on, you do not need to go and talk to a gate agent or a ticketing agent. They didn't used to exist.   You used to have to go stand in line and wait forever to get your ticket and your boarding pass and perhaps give somebody physically give somebody your bag and a lot of times people would miss their flight because the line was so so so long and you never knew ahead of time like is this gonna be a 10 minute line or is this gonna be a two hour line so people would miss their flight   And at one point, he turned around and he was in the airport, turned around, looked at the line and went, wow, this is such a crazy long line. And he decided, I'm going to start interviewing people right here and right now. And he went around asking people individually, how long have you been waiting? Wow, what happens if you miss your flight? Wow, what would you do? Would you think it would be valuable or beneficial if there was some sort of service where you didn't need to talk to the gate agent?   And people were bidding on it. They were bidding. They were like, I'll give you $10 if you can get me my ticket without talking to the gate agent. And then somebody else will go, no, forget $10. I'll give you $50 for that. And somebody else will go, oh, I must get there today. I will give you $70 to get there today. People were bidding on it in line. So he realized, one, there's a problem, but actually it's a big problem. So he knew he was on to something right there.   The second question is, is there a better way to do this? So is there a better way to check in for your flight than waiting in line and talking to a gate agent? Yeah, there sure is. It just hadn't been invented yet. But is that the best way to do it? No, absolutely not. So there was a better way to do something. And the third is, is there a value equation, which all that means is would somebody buy this?   And he knew that one, he had a problem and it was a big problem. Two, there was a better way to do it. And three, people would definitely pay for it because people were bidding on it while he was standing in line. People were like, wait, do you know something we don't know? Like, I will give you money if you can just get me on the front line because I need to get on this flight. So hence how Priceline was born. So those are three questions that you can kind of ask yourself. If you're going, okay, I have this idea, should I?   Should I do this? Should I act on it? Should I create something with this? Yeah. Seems pretty simple. think a lot of times we get really disconnected. you know, we study stuff, we learn stuff, we think we know, but when you actually go talk to your target audience and do a little bit of product research interview, you know, you can find out a lot of things that problems they have, things they need, and actually connect with, you know,   what you're wanting to sell them may not actually work. So yeah, I think that'd be super helpful. All right. So then he kind of gave tips on, well, if you are looking to seriously, massively scale a company because it's not, let's face it, not every company gets to a million, certainly not even to a billion and absolutely not to hundreds of billions of dollars. Right. So   These are tips that he had given the room in order to help you scale. And everyone thinks, you know, if I scale, I've got to do more. And actually you have to do less to be able to scale at that large of a size. he said, find your gold metal product or service. So for them, if you remember, if you would go on Priceline when it first launched, there was different tabs.   the top right you could book a flight you could book a hotel room you could book a cruise you could get a rental car you do a vacation package like they did all the things yeah and they were scaling but it wasn't to the size that they wanted to get to and they went okay if we only did one thing what would it be like what are we the best at the world at and for them it was hotel rooms so they said okay   It's not that we have to cut the other stuff. It's just that we're not going to market it. We're not going to advertise it. We're not going to talk about it. We're not going to put any money, time, or energy into that service. It's just there. But what we will do is we'll go all out on hotel rooms.   because they were the best in class at hotel rooms. So they didn't cut the other things out. Go on there now, you'll still see, but their bread and butter is hotel rooms. So the other things are still available. It's just that they never, if you look at any Priceline commercials, you'll never see anything other than hotel rooms. Why do think that is? Because they're marketing what they're the best in class at. So that is their top service.   Next is find your gold medal talent. So what was their gold medal talent? Any guesses? Don't cheat, don't lie. I know the answer because I was there. I don't know. I would imagine it's related to hotel rooms. So their gold medal talent are probably the best hotels. It was their algorithm. Okay.   for connecting people to hotels. So their algorithm was their talent. They had a talent in that. What is Amazon's? Shipping. Shipping. It's delivery. So if you remember, Amazon didn't start selling everything on the planet. It started as a book store. That's it. They only sold books. And what I didn't know is that when this whole internet   thing was blowing up. were three companies that were kind of becoming rising to the top all at the same time. It was Priceline with Jeff Hoffman and Partners. There was eBay. His name was Jeff and Pierre. Jeff and Pierre. And then there was Amazon. And that's Jeff Bezos. So somebody had asked him, what does it take to be successful in this internet thing? And he said, just find somebody.   who's a really good Jeff. They all had the best, they were the best in class at something and then they had the best in class at a specific talent. So Amazon, they got fantastic at shipping and they only did books. And Jeff Bezos said, you know, when we get, I'm only doing books right now. And then when we get to a certain size with books,   Then I want to branch out and then we'll do everything. But I don't want to do everything first right now. I just want to build our name and our reputation solely on books. Why? Because they were amazing at shipping. And now anytime that you buy something online, usually what's the first thought you think? Amazon probably has that. Why? Because you know they'll ship it. And then you need to shape your brand. That's the third piece of this.   you need to ask yourself what question are you the answer to? So for them, I need a hotel room. Where do I go? right, priceline. Or, they did a lot of this too, I want a $200 hotel room but I don't want to $200 on it, I only want to spend, you know, $100 or $80. Where do I go? Priceline. So shape your brand around that.   And then you've got to, in that arena, you've got to find your brand asset. So everyone goes, know, why should I work with you? I just watched a Jeremy Miner video, like at his live event, and he had a microphone and he went up to someone in the audience and he said, hey, why would someone work with you? I've seen these videos. And he let them answer. And he goes, mm-hmm.   Okay, and then he goes to the next audience answer and he goes, why would someone work with you? And he does it again and he goes, okay, so all of you guys really sound the same. You're in wildly different industries and companies, but you all sound the same. Yeah. Right? So you can't sound the same as everybody else and expect to stand out. So if you could only give one reason that somebody would work with you, what would that one reason be?   It's not about all the reasons, it's about the one reason and that shapes your brand. Yeah. Yeah. So I thought that was really good. If you aren't sure, you don't know, if you're like, I don't know, there's a lot of reasons why somebody wouldn't work with us. Ask your customers. Yeah, like why did they pick you? Why? What is the one reason? Don't just say why did they pick you because then they'll go, because of X, Y and Z. Great, was it X or was it Y or was it Z?   What is the one main reason that you decided to work with us? And do that ask 10 people. If you don't have 10 people, then keep selling until you can get 10 people. Because that data will tell you what is it that your customers have found in your messaging even though maybe you didn't do a great job at delivering it. So I thought that was really interesting. Yeah, that's good.   They talk about broadcasting versus what they call narrow casting So this is focusing on the right people not just any person Because for every product for every service for every brand There are the right people and Then there's everybody else So if you're trying to close every deal, it's almost like an impossible game Who do you target?   Will we target people? Everyone. People? Really? Who do you target? Well, I work with real estate investors. Well, geez, okay. There's only like hundreds of millions of those in the world. Which ones do you target? Yeah. Right? So some of this goes into our client-centric mission statement when we take our clients through their company culture stuff. But we want to get really, really clear on who are my people.   Not just who are people that could buy this. What are the right people to buy this? To work with me, to choose this, right? There's a difference. Right.   I mean, this makes sense. know, yeah, you got to really be specific because if you target everybody, you target nobody. Then then you're just more noise in the marketplace. So if you want to be, you know, like we're pretty niche at DoorGrow, we target long term residential property management companies in the U.S. Like that's our target audience that do third party property management. So that's our...   Do we get other types of clients? Sure, but that's our bread and butter. That's who we focus on and that's very specific. Those are the people we know we can help. And I'd say we're the best in the world at that. yeah. Right. So I think Sharan calls it a dog whistle. Right? Speak to your people and anyone who isn't your people, they won't hear it. It's not for you. Go ahead, I don't want you to hear it.   Just the dogs, Just the right ones. They'll hear it. Okay. This I liked a lot. He said, focus on your second slide customer. So find your yeses instead of overcoming nos. Every sales training in the world goes, let's overcome objections. Let's overcome no. Let's work a no into a yes. Let's see what we can do to turn it around. Overcome objections. No, don't overcome objections. Just find the yeses.   Second slide. Yeah, so you know when you have like a whole presentation prepared. Yeah, and The example he gave is he said he went out with one of his sales reps And there was like a 20 slide presentation that they that was like their pitch deck, right? so he spent the day with a sales guy and the first meeting they went to He got through all 20 slides and the woman was like, yeah, this sounds really good. I'm gonna think about it   I think we need to go back to you. like, yeah, yeah, like it wasn't a solid yes, because she didn't commit, she didn't sign up. But she was open to it. She's like, yeah, let me think about this. Like, let me take it up to management. We'll do something. So he got out of that meeting and he said to the sales rep, said, how do you think that went? Sales rep was super proud. He went, yeah, that was a great pitch. She's definitely going to buy. Like, she's going to come back around. Like, that's a deal that'll close. It's like in the pipelines.   about to close. Jeff said, yeah, I just didn't say anything. It's like, I just didn't say anything. I'm like, I'm not going to skew it. I just want the data, right? So he goes into another sales pitch, same sales rep. Slide two out of 20, two. They look at each other and went, oh my God, you're exactly what I needed. We're ready.   And the sales rep was like, well, wait, let me tell you more about the rest. And he's like nudging the guy. He's like, sign them up. They're ready. They don't need more information. They don't need anything else. They're ready to go right now. Stop trying to complete the pitch. It's done. You don't need the other 18 slides. They already said yes, and they said yes on slide two. Find your slide two yeses. Don't try.   to keep on going, don't try to turn the nose and do yes, don't overcome their objections, find your slide two customers. So what they actually did, this I thought was so interesting. This lit up my brain because I like data so Okay, I'm going to pause you. So nice little hook. Now we're going to go to our sponsor and then everyone can hear what you're about to Oh, that's so good. All right, so this episode is sponsored by Blanket.   So really like the team over at Blanket. Blanket is a property retention and growth platform that helps property managers stop losing doors, add more revenue, and increase the number of properties they manage. Wow your clients with a branded investor dashboard and an off-market marketplace while your team gets all the tools they need to identify owners at risk of churning and powerful systems to help you add more doors. So check it out, it's an amazing property retention platform.   Even if it's switching owner hands, you keep the property. So check out Blanket. what he did is he profiled people. know that sounds like nowadays we're elect. Don't profile that. No, profile our best customers who your best ones. Okay. That target audience. Who were your easiest sales? Who are your biggest fans?   Right? Figure out what do they have in common. They all have something in common, but what is it? So for them, they figured out that a rep that worked at the hotel chain that went, huh, we have all these extra hotel rooms. What do we do with them? Like, how do we sell them? That was their job. It's just to figure out how do we sell more rooms. Those were like his target audience. The reps that were brand new.   like one to two years on the job.   That was not it. Because they're so new that they're not willing to take a risk yet. So they were not very likely to close. It's not that they wouldn't close. not that you couldn't close them. It's that it wasn't like almost a guarantee to close them. Also, reps that have been in the job for like 15, 18, 20 years. Yeah. Also not it. Why? Because they know how to give a shit.   He's like, they're out the door, they're for the door, they're about to retire. They don't care. They don't care if they sell more hotel rooms. They just care that they keep their job until they can retire. So they're not, again, they're not almost practically guaranteed to close. So if you were in this bracket or in this bracket, he was like, yeah, it's not you. I'm not gonna target those people.   It's the people in between. It's the people that have been there for like three to, you know, somewhere between like that three to fifteen, three to fourteen years. Those people were amazing because they're not afraid to speak their opinion. They're looking to kind of make a name for themselves at this point. And they're not afraid to take a risk. But they are looking to do something big. Those were his people. How do think you figured that out?   as he profiled his best customers again and again and again. And you went, huh, look at that. The new ones, they don't do it. The old ones, they don't do it either. It's only this slot in the middle. And those, those are our people. Got it. I like that. Yeah, right? Makes me think, like, with our clients, who is almost always a guarantee to close? That's the profile of the target. Yeah. That's exactly what you want to do, because you want to profile the ones.   It's like a shoe in. If I didn't close this, it would be insane. Right? They even took it a step further. actually created a 100 points scoring chart. Yeah. And there were different questions. One of the questions was that one, for example, like how long have you been with your company? So if you're like one to two years, he would give them like negative 20 points. yeah. Right? So now it's like, your score just went down. now you answered this way. Your score went down again. Your score went down again.   Same thing with those, you know, the older ones. They would be like a negative 40 though, because they really didn't care. It's easier to close the newer ones than it is the older ones. So like, oh, I've been here 18 years. He's like, cool, negative 40 points. In the middle though, he might go, okay, there's like 25 points. Maybe there's 15 points. They just scored 15. Now what else? So you have to ask these questions and what his team got so good at doing once they implemented this hundred   100 point score sheet is They can ask a couple questions do the math in their head and then immediately decide is this worth my time? So if you knew you were talking to a 40 Go to lunch It's not you're not gonna close it. It's a 40 out of a hundred like go home That's it. But when you would get your 80s when you get your 90s, you'd be really excited. Yeah. Oh man. Okay. Let me invest in this   So they created this whole scoring chart. I thought that was so brilliant. Yeah. I mean, that's pretty standard feature in a lot of CRMs is lead scoring. coming up with a rubric or an algorithm for scoring your leads can be pretty significant. So yeah, it's a difficult thing to figure out, though. You've got to really know why which customers are good. So you can kind of figure out how do I score someone to duplicate these people. Right. Yeah. So good.   And this is probably something that will help you figure out how to score people and what questions to ask and what do they all have in common. He said, spend a day in the life of your customers and do it often. So the story that he told us, there was a company that when it launched, he knew the guy. He was having a conversation with him and he said, Hey, why did you launch your company the way that you did?   when every single market expert said it wouldn't work and you did it anyway and it worked and it was wildly successful but what made you go no I'm gonna do it anyway and the answer was well that's easy I didn't even ask the market experts so I didn't know that they didn't think that it wouldn't work because I didn't bother asking the market experts Jeff said well what did you do?   He said, well, I asked my audience. Sure. I asked my customers. That's it. He said, OK, well, how did you do that? So in this little town, across the bridge on like the less nice side of town.   The owner of this company, and I'll tell you the company in a minute, but the owner of this company, he would be in his office with his team all day. His team had MBAs, they were finance executives, they were accountants, right? Not, not his target audience. So he would get changed into jeans and a flannel shirt and a John Deere hat. He would go across the bridge to the bad side of town.   and would sit in a diner all day long. Every Friday he would do this. And he would just talk with people who would come in there. He would just make friends with them. He would chit chat. He would ask them questions. And he would just gather data. And he used that data for his lunch. Do you have any guesses? Did I tell you? I think I told you this story. You probably did. Do guesses on who it was? Uh, no. Walmart. Oh.   Sam Walton. Yeah, so this was Walmart. Okay. Every single expert said that will never work. And he said, yeah, I don't need to listen to experts. I need to listen to my customers. Right. Because the customers are going to tell you what they want. Yeah, they're the ones buying. So they know. So it doesn't matter what experts say. It matters what the customer says. Yeah, absolutely.   It was so good, right? And he really, he got to know these people. So it doesn't matter what the market says. It doesn't matter what the expert says. It matters what your customers say. If your customers are going to tell you what they want, you shall listen. And now you'll have a successful product, regardless of what the experts say. The experts don't understand everything like your customers do. Listen to what they're telling you.   So if you just get that data that allows you to do things that even other people would say, you're crazy, don't do that. And he didn't think it was crazy. He was like, no, I just, they're telling me what they want. I'm just going to do that. And he did. And it's still around today. Huge brand. Sometimes customers don't tell you what they want, but if you are connected with them enough, you can see what they're having problems with and what they're struggling with. And sometimes they just,   think that that's normal. They're just like, yeah, this is, hiring's hard, you know? And then I'm like, cool, we built a hiring system that solves this problem, right? And so, but a lot of people just kind of say, yeah, it's, you know, it is what it is. And they don't really think that it's a solvable problem sometimes. So that's, that's where I think, you know, you need to ask your customer, but you also need to, sometimes your customers are wrong. Like they don't know. And you have to be able to be creative enough to figure out what.   would they want if it was, you know, if they recognize this problem. And then sometimes you have to sell them, you attract, it's like we attract a lot of people at DoorGrow that think they want leads and they think they want digital marketing and they think they want SEO. And then we have to guide them towards what they actually need and sell them what they actually need, which is totally different. Yeah. So that's, that's, that can be a challenge. Maybe we'd be smarter if we just sold them what they were asking for, but.   they wouldn't get as great of results. Yeah, I feel like though, I personally, I just don't feel good about doing it. Yeah. Because to me, that's just a money taker, right? Right. That's an order taker, that's a money taker. That's like, hey, I really need to grow my business and like, I think this will work. And then that's like, yeah, give me your money. sell you that. just give you a whole bunch of leads. And months go by and...   Well, how come my business didn't grow? I only closed like four deals. Well, I just don't, I don't think I can really get behind that with integrity. Yeah. Yeah. It's not exciting to me. I know there are companies out there that will, and especially now with AI, like just be super careful with SEO. Be like extra careful at this point with SEO because SEO is literally dying.   Like thing. Yeah, the whole game's changed. With AI. The whole game's changed. More people are using chat GPT than Google. It's been a huge disruptor. It's such a big disruptor that the antitrust lawsuit against Google has dropped.   I mean that's massive. for those that don't know, just sum it up, the antitrust lawsuit. Well, Google was being sued because they had almost no competition. They dominated the search market like nobody could compete. And the closest competitor was like a small fraction. And so the government was going after them with an antitrust lawsuit. And then ChatGPT broke. All these AI tools and platforms came out. And now Google is no longer viewed as   viable you know threat of a monopoly yeah and they may be losing this whole AI race which is super wild right yeah they're fighting they've got their AI tool all over the place Gemini is pretty good it's really good for a lot of things but it's not winning   Yeah, yeah. yeah, with like, chat GPT was something nobody knew that could happen. Like we didn't even realize this was something we all wanted. We all wanted like some almost genius thing that we could talk to all the time to get all sorts of information. Yeah, quickly without having to dig and try and do our own research. So, well. Okay, we'll go one more story and then I've got a closing quote.   So I think we all know at this point the brand 1-800 flowers they're huge now So before they used to be huge because they weren't always Jeff went out to go visit one of their shops And everywhere everywhere in the shop they had posters printed up like slopped on the walls every wall   in every room, in the hallways, in the bathroom, in the garage, in every single room. And it was just printed up on the walls, sell more flowers. Why? Because that is what we're all about. That is the only thing that we care about is selling more flowers. We don't care about anything else.   We are only here to sell more flowers. And every single person in this company exists for one reason and one reason only and that is to sell more flowers. So every single person, every single minute of every single day needs to be thinking, how can I sell more flowers? So it doesn't matter what their role was in the business, they need to be thinking, how can I sell more flowers? So he's walking down the hall and there was an admin.   She did a lot of paperwork, answering the phones, things like that. She's got this huge stack of papers and she's walking down the hall with a stack of papers. And the owner says, hey, whatever her name is, Susan, hey Susan. And he points up to the wall and he goes, what are you doing right now? And she goes.   puts the paperwork down, turns around, walks away. And Jeff said, well, what on was that? And he said, if you're not, we have a rule, if you are not doing something, that can somehow be connected to how does it help us sow more flowers? My rule is you do not do it. Ever. So whatever she was doing, clearly, was not connected to sow more flowers. So therefore, I reminded her, sow more flowers.   And she stopped, promptly, what she was doing and went back to what she should be doing, which is sell more flowers. So they continue on this tour. They get back into the back of the shop, into the garage where they've got their van for deliveries. And they have a mechanic. The mechanic is underneath, one inch away. And he goes, hey. He goes, watch this. He goes, hey, Joe.   He points at the wall. He goes, what are you doing right now? And Joe says, oh, well, I was installing this new filter on all of our vans because this new filter, it saves us X money dollars in gasoline per tank. I think it was $8. So we save with this new filter. We actually save like $8.   per tank of gasoline. So I'm going to install each of the filters on our vans. And then what I'm going to do is I'm going to go inside and tell marketing to print up some coupons for $8 off.   of a bouquet of flowers and we're going to run that as a promo because if we just saved eight dollars that means we have eight dollars extra so we might as run a promo and that'll help us sell more flowers. And he goes, yeah, it's brilliant. Do that. So the mechanic is thinking all day every day how do I sell more flowers? Now would a mechanic generally be thinking about selling flowers? No.   He'd be thinking, how do I wrench on this? How do I fix that? What about the oil change? What about the tires? What about the spark plugs and the brakes? He's not thinking about selling flowers. But it wasn't lost on him because all day, every day, he's staring at a big sign that says, sell more flowers. So it doesn't matter what you are doing. If it's not connected to helping us sell more flowers, what you're doing does not fricking matter. This goes along with a book called The Goal by Elihu Goldratt. And The Goal, spoiler for everybody that wants to read this.   operational book is to make money. And so a lot of times we get caught up in creating systems, inventory, things that actually cause waste or over optimizing each individual department or each individual step, but it actually reduces the overall goal of optimizing for selling more flowers, for example, or making more money. And so sometimes   team members standing around doing nothing is more effective than them building more widgets for the next step because it just creates more waste or more inventory or like constraint. And so that's the idea is the goal is to eliminate all the constraints to create momentum so that you get that that money coming in and everybody should be focused on that goal because it's very easy to get caught up and like he could be super caught up and I'm gonna make the cars run hyper effective and efficiently but   Maybe that just causes more financial spend or maybe that doesn't help them sell more flowers, for example. And so when everybody understands the overall goal and how they fit into that puzzle, then instead of just focusing on, I did my job or I'm doing this, they're focused on, is this helping the goal? And so I love that. I love that idea. And I think that's super important to get everybody on the team to focus on. Cause a lot of times everything's siloed. They focus on their little department.   They focus on their little role and they forget the overall goal of the company is to make money. Right. So even like your property managers, your leasing agents, your operator, like everybody who's on what I would call like back end, they have the same job, which is to get more properties to manage. So even if you're not in sales, it doesn't matter. Salespeople, it's very obvious the connection.   It's like, yeah, so close more contracts and close more deals and then I have more properties, duh. Great, but how does that apply to your leasing agent? How does that apply to your property manager? How does that apply to your receptionist who's answering the phone? How does that apply to your AI tool? So everybody and everything is aligned with the one goal of the business, which is I don't care what we do unless...   we sell more flowers. I don't care what we do. don't care. There is no point in changing the tires if it doesn't help us sell more flowers. Right? So I don't need to hear just for that thing. If we don't sell more flowers, I don't need to change the tires. So they've got to be connected. And that was a great example of how somebody even so far removed from the back end of the business. He's like,   Back end of the back end is the mechanic. And he's still focused on top-lingle. Yeah. Yeah. I mean, if you talk to your team and you ask them, what are you doing? And you had to sign up the set, like, you know, get more property management clients. A lot of you aren't focused on that. A lot of them are like, well, I'm just talking to every tenant all the time. I'm talking to every owner all the time. Is that helping the goal of you getting more clients? No, a lot of things aren't.   Is it helping keep clients? Cool. That is part of getting more clients, is keeping the clients. But yeah, if it's not related to keeping clients or getting more clients, managing more properties, then there's a lot of bloat and a lot of waste in property management companies. We see it all the time. So much. Yeah. And we're really good at helping you see it. So if you want to make more money and you've got a decent number of doors, you've got 200 plus doors, come talk to us.   Our program will be paid for, but probably just the first stuff we help you with in the first month. It's a no-brainer. Okay. Okay, then I'll close it out with this. Okay. He said, as a quote, don't chase money, chase excellence, because excellence follows money. I like it. Yeah, right? It's okay. Because a lot of that's people want. They're like, I just want to make enough money. I want to make more money. It won't matter if you're not excellent at what you do. Yeah.   Yeah, well cool. Well, those of you listening, if you have felt stuck, stagnant, want to take your property management business to the next level, reach out to us at doorgrow.com. Also join our free Facebook community just for property management business owners at doorgrowclub.com. And if you want tips, tricks, ideas to learn about and to learn about our offers in DoorGrow, subscribe to our newsletter by going to doorgrow.com slash subscribe. And if you found this even a little bit helpful,   Don't forget to subscribe and leave us a review on whatever channel you found this on. We'd really appreciate it. And until next time, remember, the slowest path to growth is to do it alone. So let's grow together. Bye everyone.  

In a new Technology Reseller News podcast, Publisher Doug Green sat down with Sabeeh Hameed, founder of Sabrhub, to discuss how his company is solving one of the most persistent pain points in business communications: 10DLC registration and compliant texting. Sabrhub works with MSPs, carriers, and resellers around the world to simplify how businesses register for 10DLC and launch text messaging campaigns. Through its Context Register platform, Sabrhub automates what was once a complicated and frustrating process. Many businesses—especially small firms such as accounting offices, delivery companies, or law practices—have struggled to complete their 10DLC registrations due to confusing requirements and a lack of guidance. “We've seen companies spend weeks trying to get approved, only to face rejection after rejection,” says Hameed. “We wanted to build a system that makes it easy for anyone—no matter their technical background—to become compliant and start texting their customers.” Context Register allows MSPs and resellers to onboard their customers through branded portals, with AI-powered website validation that checks over 50 compliance points, including opt-in forms, legal terms, and privacy policies. The system then provides a simple, one-line code snippet to fix missing elements and help ensure a near-perfect submission. The results speak for themselves: while typical first-time 10DLC rejections hover around 80 percent, Sabrhub's platform achieves a rejection rate of just 1 percent, with many approvals processed in under a week. Once registered, businesses can move directly into Context SMS, Sabrhub's companion messaging application. The platform integrates with Microsoft Teams, Webex, Outlook, and major CRMs like Salesforce and HubSpot, giving users the ability to send and receive text messages seamlessly from their preferred workspace. This is critical for service-driven industries such as HVAC, law, logistics, and education, where instant communication is key. Hameed emphasized that Sabrhub's mission goes beyond compliance: it's about enabling communication. “Texting remains the most powerful engagement tool in business—95 percent of texts are read within five minutes. We're helping the channel and their customers connect safely, efficiently, and without frustration.” By removing the barriers to 10DLC registration and enabling simple, compliant messaging, Sabrhub helps MSPs and service providers deliver greater value to their clients—turning a once cumbersome process into a fast, scalable, and revenue-ready solution. Learn more at sabrhub.com.

If you're looking to sell more effectively, communicate more powerfully, and grow your business without sacrificing your soul, this episode is for you.I had the pleasure of sitting down with Steve Goodner of EQFit to explore the real game-changer in sales: emotional intelligence and mindset. Steve has 40+ years in business, consulting, and coaching. His use of the tools of psychology in the workplace, combined with his training in neuroscience and emotional intelligence, has allowed him to create assessments, methodologies, and proven practices that have been adopted and validated. After spending years in sales and sales management, earning President's Club (top 5%) with two different organizations and Sales Manager of the Year with another, he began Goodner Strategic Consulting LLC, dba EQFIT®, with a focus on emotional intelligence. The skills of emotional intelligence directly correlate with growth and success in every aspect of life and work.Whether you're a seasoned entrepreneur or just getting started, you'll want to listen in as we explore why traditional sales tactics often miss the mark—and how approaching sales as an authentic, problem-solving partnership can completely transform your results.Steve and I talk about the emotional challenges that come with being an entrepreneur or salesperson—everything from nerves and anxiety to the dreaded impostor syndrome. We look into practical, neuroscience-backed strategies for building self-trust, creating a sense of safety for your clients, and tapping into the emotional drivers that influence over 70% of all buying decisions.You'll pick up actionable tips for staying authentic, making deep connections, clarifying your messaging, and using tools like CRMs and AI to structure your follow-ups without losing the human touch. We also talk about why extrinsic motivation can lead you astray, and how building your business is as much about personal growth as it is about revenue.This is a heartfelt, illuminating discussion that might just change the way you see sales—and yourself!EQ Moments00:00 Entrepreneurial Nerves and Salesmanship10:27 Building Trust and Overcoming Bias13:53 Authentic Connections Drive Sales18:27 Intrinsic Motivation Beats Materialism26:00 "Top Salespeople's Mindset Secrets"27:56 Entrepreneurial Mindset and Adaptability35:27 Managing Sales Opportunities Spreadsheet42:20 Compelling Story vs. Credentials46:24 "Empowering Life and Work"53:22 "Emotionally Intelligent Living Series"58:30 Raising Prices Through Fewer Clients59:56 "Prioritize Clients for Better Focus"In each episode, Jeff and Eric will talk about what emotional intelligence, or understanding your emotions, can do for you in your daily and work life. For more information, contact Eric or Jeff at info@spiritofeq.com, or go to their website, Spirit of EQ.You can follow The Spirit of EQ Podcast on Apple Podcasts, Android, or on your favorite podcast player.New episodes are available on the 2nd and 4th Wednesdays every month!Please review our podcast on iTunes. Click on the link for...

As your business grows, you'll deal with more people, and managing those relationships becomes key. A good CRM helps you organize and maintain those connections, whether they're clients, prospects, or future partners.  In this episode, I break down everything you need to know about CRMs — what they are, why they exist, and how to use them. I'll explain why strong relationships can often matter more than skill or value alone, and how a proper CRM system keeps you winning in business. Show Notes:  [02:54]#1 CRM is any software that allows you to manage the context, the relationships, the communications that you have with other people.  [09:41]#2 The point of a CRM is to keep your communications organized.  [18:48]#3 The most important thing any human being can do when dealing with other humans, whether in business or not, is to be consistent and thorough in your communication.  [25:00]Recap Next Steps ---

Send us a textThe mid-market CRM buyer occupies a distinct and often underestimated space between simplicity and scale. Unlike startups that seek rapid deployment or small businesses focused on cost efficiency, mid-sized organizations require systems that can support growing operational complexity without the burden of enterprise-grade bureaucracy. Their CRM priorities revolve around robust workflow automation, stronger data security, and cross-departmental collaboration across sales, marketing, service, and operations. With multiple product lines or regional divisions, they need a platform that offers deeper analytics, moderate ERP or CPQ integration, and flexible reporting capabilities for managerial insight and planning. Yet, they're not contending with the global consolidation, multi-currency, or data sovereignty challenges faced by large enterprises. Instead, their goal is to scale efficiently—to deploy a CRM that's powerful enough to grow with the business but still agile enough to adapt quickly to evolving market and organizational dynamics.In this episode, our host Sam Gupta discusses the top 10 Mid-Sized CRMs in 2025. He also discusses several variables that influence the rankings of these Mid-Sized CRMs. 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. 

Send us a textIn this episode, we explore how to effectively implement AI in your growth marketing strategy to streamline operations, enhance engagement, and drive measurable ROI. From using AI-powered CRMs like HubSpot and Zoho to automate campaigns and segment audiences, to leveraging chatbots, predictive analytics, and AI-driven SEO tools, the episode breaks down how to integrate machine learning and automation for smarter marketing execution. You'll learn practical applications of tools like Jasper, Canva Magic Studio, Looka, and SmartBot360, as well as HIPAA-compliant messaging platforms for healthcare practices. Whether you're looking to optimize digital ads, personalize patient communication, or boost retention through automation, this episode reveals a clear roadmap to modernizing your marketing ecosystem with AI for sustained business growth.Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book

In this episode of The Roofer Show, host Dave Sullivan draws on his 30+ years in the roofing industry to share some hard-earned wisdom. Instead of just chasing fast growth, Dave stresses how important it is to build a solid business foundation first. He breaks things down with his "three-legged stool" approach: selling the work, doing the job, and keeping score. He points out how easy it is to overlook systems and profitability along the way. Dave gives practical tips for improving your sales process, following up with customers, and making the most of tools like CRMs. Today, Dave encourages contractors to focus on profit, consistency, and accountability, and even invites listeners to check out his mentoring program if they want more help building a sustainable, profitable roofing business.What you'll hear in this episode:The "three-legged stool" concept: selling work, doing work, and keeping scoreRisks of focusing solely on growth without profitabilityNeed for consistent systems, processes, and accountabilityCustomer acquisition cost and improving sales processesStrategies for effective follow-up and customer engagementImportance of financial clarity and tracking key performance indicators (KPIs)Building repeatable systems for sales and productionThe role of mentorship in business successActionable steps for contractors to improve their business operations and profitabilityResources:Connect with DaveFree Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShowTrusted & Vetted SponsorsRuby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.

Varun Anand is the co-founder and Head of Operations at Clay, a GTM platform that helps over 10,000 companies with data enrichment and sales outreach. Clay recently raised a $100M Series C funding at a $3.1B valuation.In this episode of World of DaaS, Varun and Auren discuss:The shift from seat-based to usage-based pricingWhy LinkedIn's data remains underutilizedHow AI agents are replacing traditional SDR workBuilding contributory data networks at scaleLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.You can find Auren Hoffman on X at @auren and Varun Anand on X at @vaanand.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Send us a textUnlike startups prioritizing rapid deployment and simplicity, small businesses now seek consistency in customer data, light automation, and limited but meaningful integrations—often with accounting or marketing systems. Their CRM expectations include emerging needs for security, role-based access, and reporting maturity without the overhead of enterprise-grade tools. In compiling our 2025 rankings, we analyzed each vendor's product share, roadmap alignment, and community ecosystem while factoring in win rates, investor confidence, and innovation direction. The resulting list identifies platforms purpose-built for small businesses—solutions that deliver process efficiency, automation, and integration depth without sacrificing ease of use or affordability.In this episode, our host Sam Gupta discusses the top 10 CRMs for small businesses in 2025. He also discusses several variables that influence the rankings of these CRM systems for small businesses. 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.