Podcasts about CRMS

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

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.

The Broke Agent and Jason Cassidy share five game-changing takeaways from Alex Hormozi's mastermind, including how to double down on what works, build proof into your videos, and master collaborations. They also reveal an easy AI-powered SEO hack using ChatGPT and Gemini to create blogs and YouTube videos that rank.

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...

Rita Santamaria interviews Jerry Mooty, Christie's International Real Estate, CEO | Principal | Broker | Attorney, to discuss the importance of CRMs, how 85% of your business comes from your sphere of influence, and tips on going into management and becoming a leader.

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.

Autumn is officially here! If you're anything like me, you're loving the changing leaves, cosier jumpers, and maybe even a new cardigan (thanks, Facebook recommendations). But aside from sweater weather, this season brings something else that's just as important for your business: the ideal time to get serious about your CRM. If you've ever found yourself wondering, “What's the BEST CRM system out there?”—you're not alone. I've had this question tossed my way every month for the past five years, and it's finally time for a real, practical answer. So, why is autumn the perfect time to tackle your CRM setup? Simple: December in the B2B world is slow. Corporate clients are winding down, so your best bet is to use that lull to choose, set up, and actually populate your CRM. Trust me, you want to enter the New Year with your sales process locked and loaded. Let's get clear: What is a CRM? Put plainly, a CRM (Customer Relationship Management system) helps you record every activity you do to build and nurture customer relationships—and then report on those activities. It's not just a glorified email list, it's not a marketing tool masquerading as a sales system, it's about tracking real sales moves and seeing what works (and what doesn't), so you can stop guessing and start growing. Who needs a CRM?  If you want repeatable, predictable, consistent sales—you do. If you're genuinely invested in refining your sales process—you do. But if you're dabbling, or not sure you want to run your business long-term? Save your time and money. Why do so many people avoid them?  The honest truth: CRMs require you to record and review data consistently. It's less fun than getting likes on social media, but infinitely more profitable. If you hate the idea of tracking your calls, deals, and targets then you're not harnessing the full money-making power of a CRM. The pros and cons (no sugarcoating): Pros: Relationship tracking, standardised customer experience, no missed invoices, faster deal cycles, instant troubleshooting and clear data for future opportunities. Cons: If you don't use it, it's a wasted expense. It requires effort to set up and maintain and yes, you're at the mercy of software updates and price changes. So… what's the BEST CRM? Here's the twist: There IS no universal best. The best CRM for you depends on your unique needs and sales process. Before signing up, ask yourself: Do I have a proven sales process to record and report on? How much am I willing to invest? What information do I need to record, and what other features do I want (email, SMS, etc.)? What kind of user interface will I actually enjoy using? Take those free trials. Book the demos. Be choosy! The right system will motivate you to take action and help you grow—not gather dust in your toolkit. And one final reminder: If you want live support and game-changing sales training for 2026, this is your LAST call for The C Suite ®. Doors close 31st October 2025 at 5pm UK, for good.  Once it's closed, it's closed. Don't miss out. Make autumn count—wrap yourself in a new business habit, not just a new cardigan. Key Quotes; Last Chance to Join The C Suite ® "I am most importantly super excited to run it one last ever time and to get to support our new participants and getting to support people who are re enrolling for life support to really make a change to their corporate sales process next year and see them skyrocket, streamline, expand and enjoy their B2B sales processes." 00:02:3900:03:06 Why Serious Business Owners Need a CRM: "Certainly everybody who wants to be a genuine business owner who is actually interested and invested in creating a sales process that works in monitoring existing sales processes so they can continue to work in troubleshooting sales processes effectively so that they can make them more efficient. Those people should have, use and rely on a CRM system, without a doubt." 00:13:3900:14:08 How to Choose the Best CRM System: "There are questions that you should be asking yourself before you choose a system, right? So any piece of software or most pieces of software that you'll see on the Internet, whether it's a CRM system or an email marketing system or, I don't know, any other platform that you want to use, all of them will give you free trials." 00:26:5300:27:13 Why a CRM is Useless Without a Proven Sales Process "It doesn't matter if your sales people are making money, if they don't know metrics, if they don't know their key performance indicators, if they don't know what activities are supposed to produce what type of results, there is no point having a CRM system that is all bells and whistles because at that point you're just recording any data and hoping that it gives you some insights." 00:31:4300:32:10   Key Resources Mentioned in this Episode:   Click here for the direct link to The C Suite ® 2026: https://smartleaderssell.thrivecart.com/the-c-suite-2026-live/   If you want to learn more about The Expert Services Directory, click here: http://bit.ly/4f3ch1I   If you've enjoyed listening to How to choose the best CRM system to sell your services to corporate clients check out these other episodes that may be of interest.   What are the best broadcast platforms to generate corporate clients https://bit.ly/SellingtoCorporate020 Why organising your sales activity is central to your success when selling to corporates https://podcasts.apple.com/gb/podcast/why-organising-your-sales-activity-is-integral-to-your/id1469526548?i=1000521680504   Converting Corporates is the B2B sales event of the year for service based entrepreneurs, if you want to join the waitlist for 2026 click the link https://smartleaderssell.vipmembervault.com/cc2026waitlist   If you would like to sign up for our weekly newsletter to stay in touch with the latest B2B sales tips and techniques click https://sellingtocorporate.com/newsletter/   Content Disclaimer The information contained above is provided for information purposes only. The contents of this article, video or audio are not intended to amount to advice and you should not rely on any of the contents of this article, video or audio. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of this article, video or audio. Jessica Lorimer disclaims all liability and responsibility arising from any reliance placed on any of the contents of this article, video or audio.  

Steve and Sam are joined by One Chowdhury, founder of the AI-native CRM, Octolane. One shares his incredible journey from a Duke University student who didn't know what a CRM was to a Y Combinator-backed founder aiming to take down Salesforce. He discusses why legacy CRMs are "trapped with their own success" and struggle to adapt to AI, while Octolane is built from the ground up to eliminate manual data entry and give sales reps their time back. Learn how Octolane's 'Action Mode' proactively suggests follow-ups and meeting prep, aiming to turn every user into a 'superhuman seller'. This conversation covers the future of CRM, go-to-market strategy, and building a product that solves the core pains of sales professionals.

Bailey Dixon joins Jason Cassity and The Broke Agent to share how he's turned TikTok Live into a major lead-generation tool, converting viewers into clients and even recruiting agents to his team. The trio also breaks down Instagram's new Reels algorithm test, the rise of livestream shopping, and why “AI-free” live content could dominate social media in the next year.

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)

Tired of spending hours searching for leads, verifying emails, and updating CRMs? You're not alone. Most business pros know there's a smarter way to scale prospecting - they just haven't seen it in action... until now.In this live session, Alexandra Spalato will walk you through a real, production-level AI workflow she built for a client. It took a dusty list of 8,000 company names and transformed it into a clean, verified database of decision-makers - complete with emails, LinkedIn profiles, roles, and more.Alexandra is a powerhouse in the no-code/AI automation space. She's the founder of CutzAI, former developer turned consultant, and one of the most innovative minds using tools like SerpDev, N8N, and Email Finder to turn manual drudgery into magic. Her workflows are running in the wild right now and she's here to show you exactly how she built them.Whether you're in marketing, sales, ops, or just want to scale smarter — this is your backstage pass. No fluff. No hype. Just a detailed, step-by-step walkthrough of a scalable system that could change the way you do outreach forever.Learn more about Alex:YouTube: https://www.youtube.com/@alexandraspalatoCommunity: http://ai-alchemists.com/ AnymailFinder: https://anymailfinder.com?via=alexandra N8n Templates: https://n8n.io/creators/alexaspalato/About Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!

In this raw, unfiltered episode of Torsion Talk, Ryan hits record from a dark conference room in Hilton Head Island, South Carolina to unpack the chaos, breakthroughs, and real talk behind launching FieldPulse and embracing AI in home services.In this packed episode, he dives deep into how AI is reshaping home services, why most contractors are behind, and how he's using tech to streamline operations and scale smarter.He shares the behind-the-scenes chaos of switching CRMs, building custom AI tools mid-flight, and deploying new systems across multiple teams—all while on family vacation. You'll hear his thoughts on how AI can revolutionize internal operations like SOP access, live sales coaching, and vendor communication.Ryan breaks down FieldPulse's newest features—ClearPath workflows and vendor chat—and how they simplify training, improve job flow, and centralize supplier updates. No more scattered processes or confused techs—just step-by-step execution built for the real world.He also calls out unethical software practices in the industry, highlighting his painful experience with ServiceTitan's cancellation process. If you're stuck in an outdated system, this might be your sign to explore something better.This episode is more than just a software update—it's a wake-up call. Ryan explains why AI is no longer optional and how small steps today can prevent major failure tomorrow. Whether it's building internal tools with no code or creating smart agents that answer tech support questions in the field, the time to start is now.You'll leave this episode with real ideas for using AI to reduce costs, improve margins, and get ahead in a crowded market. Plus, Ryan shares what features he's most excited about in FieldPulse and how they're changing the way he runs operations across multiple service businesses.Want to future-proof your company, improve efficiency, and stop relying on broken systems? Start here.Need help launching FieldPulse or building your own AI agent? DM Ryan.Find Ryan at:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://garagedooru.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aaronoverheaddoors.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://markinuity.com/⁠Check out our sponsors!Sommer USA - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://sommer-usa.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Surewinder - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://surewinder.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stealth Hardware - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://quietmydoor.com/⁠

Unlock "The Secret to Mastering Sales Success" with expert insights in this engaging conversation featuring sales master Wes, also known as "The Sales Whisperer." On this episode of the Command Your Brand Show, host Josh Silvestro dives into the strategies and mindset behind becoming an exceptional salesperson and achieving business growth. Wes shares his journey from the Air Force to building a thriving career in sales, offering practical advice on discipline, listening skills, and why mastering the fundamentals is key to long-term success.Discover why sales is one of the most lucrative professions, how to overcome common sales challenges, and the tools you need to streamline your process. Whether you're a CEO, founder, or aspiring entrepreneur, this episode is packed with actionable takeaways to elevate your sales game. Learn about the importance of self-improvement, adapting to change, and using tools like CRMs to optimize your workflow.Ready to take your sales skills to the next level? Visit 12weekstopeak.com for free resources, including a habit tracker and exclusive access to Wes's 12-week accountability program. Don't forget to like, subscribe, and share this episode to help others unlock their potential in sales success. Let's build your brand and achieve your goals—one sale at a time!#businessgrowth #closingdeals #salesmentorship #masteringsales #salestechniquesCHAPTERS:00:00 - Introducing Wes Schaeffer02:09 - Passion for Sales05:02 - Traits of a Good Salesman07:29 - Influential Books for Wes11:26 - Meeting Prospects Effectively16:23 - Jiu-Jitsu's Impact on Business18:00 - Importance of Details in Sales24:13 - Choosing the Right CRM26:55 - Contacting Josh30:40 - Outro________________________________________________________________________⇩ LOOKING TO COMMAND YOUR BRAND? ⇩BOOK A CALL: With Our Team to See How We Can Helphttps://commandyourbrand.com/book-a-call/BOOK: Grab Your Copy of Our Book, Command Your Brand: Grow Your Impact, Income and Influence in the New Media Landscape, Rated the # PR Book on Amazon:https://www.amazon.com/Command-Your-Brand-Influence-Landscape/dp/B0CJXGKD15________________________________________________________________DOWNLOAD AUDIO PODCAST & GIVE A 5 STAR RATING!:APPLE: https://podcasts.apple.com/ro/podcast/command-your-brand/id1570323509SPOTIFY: https://open.spotify.com/show/0wE8jDVdlpsDCmNx8sYZTQ?si=41fd776e1a6b43be(also available Google Podcasts & wherever else podcasts are streamed_________________________________________________________________⇩ OTHER VIDEO PLATFORMS ⇩➤ RUMBLE: https://www.youtube.com/watch?v=4rInZbdlLiU_________________________________________________________________⇩ SOCIAL MEDIA ⇩➤ TWITTER: https://twitter.com/CYBmedia➤ INSTAGRAM https://www.instagram.com/commandyourbrand➤ FACEBOOK: https://www.facebook.com/commandyourbrand_________________________________________________________________➤ CONTACT: INFO@COMMANDYOURBRAND.COM

Duncan Barrigan left his high-profile Chief Growth Officer role at GoCardless, a $2.2 billion payments platform, to solve what he calls the biggest challenge in financial technology: broken B2B payments. This $70 trillion market is stuck, with 98% of B2B payments handled by outdated, manual processes. Rideshare giants deploy 50-person teams just to manage accounts receivable, exposing an enormous need for modern payment processing solutions.Manual tasks and communication breakdowns are costing companies millions in wasted time. The core issue isn't just sending or receiving money—it's the chaos and disputes that slow down invoice payments and paralyze AP teams. Duncan saw that true progress means automating the entire workflow. Using the power of AI and AP automation, Lunos builds agents that handle accounts receivable at scale. These AI-powered tools negotiate, track, and resolve payment disputes without errors, never missing a detail, and supporting efficient electronic payments for modern businesses.1️⃣ Start with monitor mode first to build trust and understand AR patterns before advancing to suggest or act modes.2️⃣ Prevent disputes through real-time records instead of tracking payment promises in weekly spreadsheet downloads.3️⃣ Let email handle customer communication rather than forcing customers onto new portals that create friction.4️⃣ Use relationship-specific data for forecasting instead of broad machine learning patterns across different companies.5️⃣ Integrate like a human worker by connecting with existing ERPs, CRMs, and communication tools without forcing massive changes.GUESTDuncan Barrigan LinkedIn: https://www.linkedin.com/in/duncanbarrigan/LUNOSWebsite: www.lunos.aiLinkedIn: https://www.linkedin.com/company/lunos-ai/FINTECH CONFIDENTIALPodcast: https://fintechconfidential.com/listenNewsletter: https://fintechconfidential.comLinkedIn: https://www.linkedin.com/company/fintechconfidentialX: https://x.com/FTconfidentialInstagram: https://www.instagram.com/fintechconfidentialFacebook: https://www.facebook.com/fintechconfidentialSUPPORTERSUnder - Streamlines application and underwriting with digital PDF processing - https://under.io/ftc Skyflow - Zero trust data privacy vault with simple API calls - https://skyflowsecure.com Hawk - AI tools for real-time fraud detection and transaction monitoring - https://gethawkai.comABOUTDuncan Barrigan is a technology entrepreneur and executive. He's the Founder and CEO of Lunos, the AI partner that manages receivables just like you would. Well, how you would if you worked on it 24/7, never forgot anything and read every message ever sent to you - you get the idea.He has spent more than a decade helping businesses get paid, previously as Chief Product Officer and Chief Growth Officer at GoCardless for eight years, playing a leading role in its rise from a UK-based direct debit provider to a global bank payments unicorn worth $2.2bn, with revenue growing for $1m to well over $100m ARR. Prior to that he worked as a consultant, leading projects advising PE & VC clients on fintech and financial services M&A and strategy at Oliver Wyman. He has an MA in Natural Sciences from the University of Cambridge.Lunos is an AI-powered accounts receivable platform that integrates with enterprise systems to automate tracking, communication, and resolution of unpaid invoices. The system operates like a human AR agent, managing customer interactions and adapting to responses in real time.Tedd Huff is the Founder of Voalyre a professional services and Advisory firm focused on global payments and banking. He is also a video podcast host and executive producer on the Fintech Confidential...

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. 

When most business owners hear the word tech, they instantly want to hide under their desk.Because for so many, tech = stress. Funnels, automations, integrations, CRMs… it all sounds like another language.And instead of helping you sell more, it usually feels like it's stopping you from doing the things that actually make you money.But what if your systems weren't something you were scared of – what if they were the secret to scaling with ease?Because when your tech and systems work seamlessly in the background, it's not just about saving time – it's about building trust, creating consistency, and making it easier for people to buy from you.And today's guest on the How I Do Content Podcast knows exactly how to make that happen.Sophie Carr is a Tech Integrator who helps coaches and online business owners simplify their systems, launch faster, and scale smarter.She specialises in course platforms and funnels – cutting through the tech overwhelm so her clients can focus on what they do best.In today's episode, Sophie's sharing what every business owner needs to know about creating seamless systems that support more sales – from choosing the right tools to avoiding common tech traps, and how to make your backend just as magical as your marketing.Plus, she shares about her experience inside Micro Messaging so far – and how shifting her messaging helped her go from feeling invisible online to creating content that finally connects and converts.So if your tech's been giving you major “ugh” energy lately – this is definitely the episode is for you. CONNECT WITH SOPHIE CARRFollow Sophie on Instagram @sophiecarr.coGrab Sophie's Recommended Tech Tools Guide https://sophiecarr.com/toolsoptin Find out more about at https://sophiecarr.com/ SIGN UP FOR MICRO MESSAGINGMicro Messaging helped Sophie refine her content, show up with more confidence, and make people finally get the magic of what she does.And that's exactly what we would do together over the next 6-months. Because when your messaging actually reflects the magic of what you do, everything else in your business (your content, your systems, your offers) clicks into place and starts working with you, not against you.So if you want to join Sophie and the other magical wizards inside Micro Messaging for the next 6-months this is the time to do it. Find out more and sign up at https://thesocialbolt.com.au/micro-messaging/ TOPICS COVERED IN THIS EPISODEbusiness systems setup, seamless client experience, backend systems for coaches, automation tools for small business, tech stack for online business, Kajabi vs MailerLite, Dubsado alternatives, Notion for business management, Tally Forms setup, Zapier automations, workflow automation for service providers, choosing the right tech tools, avoid shiny object syndrome, how to audit your tech stack, save time with automations, email marketing platforms for service providers, lead nurture sequence setup, client onboarding systems, how to improve client experience, streamline business operations, online business systems, backend setup for launches, how to scale with systems, systemising your business, tech for solopreneurs,Background Music is Copyright Free. You're free to use this music in your videos.Track: Harry Potter Theme SongMusic promoted by Chayatori RecordsVideo Link: https://youtu.be/WY8-lVlLhWE

Kathy and Graham Tracey join Jason Cassity and The Broke Agent to discuss the hyperlocal content blueprint that put their real estate business on the map.

Send us a textEpisode 72 of the "Everything Except The Law" podcast has arrived! This time we're speaking with Robert Williams, CEO/Founder at ElevAmp LLC. In this episode, Robert and host Nick Werker delve into the importance of CRMs, particularly HubSpot, for law firms, the significance of knowing your numbers for growth, and the necessity of using technology effectively. Robert emphasizes the need for clear naming conventions, proper roles in using CRMs, and gradual, strategic implementation of technology solutions. This episode provides valuable insights for law firm owners looking to improve their practice's efficiency and profitability.About our guest:With a wealth of legal marketing, technology and business consulting experience, Robert Williams helps businesses navigate the technology space to find the tools that enable them to hit or exceed their goals by focusing on productivity, profitability and leveraging actionable business data. Robert has refined his leadership, management, training and mentoring skills over the last 20 years with proven success in digital marketing and business strategy. He has been recognized by his peers in both sales and services as a great leader and problem solver.Learn more about Robert's company here: https://www.elevamp.com/Everything Except The Law is a part of the Answering Legal Podcast Network. Learn more about the show here: https://tinyurl.com/cc5fa9u3Interested in learning more about Answering Legal? Book an appointment to speak with us here: https://tinyurl.com/2nr2zxy9You can also give us a call at 631-212-1899 or go to www.answeringlegal.comThis podcast is produced and edited by Joe Galotti. You can reach Joe via email at joe@answeringlegal.com.

Collin Stewart is the Founder and CEO of Predictable Revenue, a sales outsourcing company that helps B2B businesses build repeatable, scalable sales development teams. Under his leadership, Predictable Revenue has become a recognized leader in sales consulting, delivering over 10,000 booked meetings and scaling outbound sales for more than 55 companies. Recognized for his data-driven, practical approach to solving sales challenges, Collin also hosts the Predictable Revenue podcast, which boasts over 400 episodes. In this episode… Struggling to turn sales calls into paying customers can feel like hitting a wall, even when your tools and tactics seem solid. Many founders assume their scripts or CRMs are the problem. But could the real problem run deeper, with outbound sales success depending less on what you say and more on how well you listen? Collin Stewart, a seasoned entrepreneur and sales expert, discovered this lesson the hard way. He spent years building a CRM to compete with industry leaders, only to realize sales teams didn't need another tool — they needed clearer processes and better support. By asking questions instead of making assumptions, Collin aligned his solutions with real customer pain points and unlocked lasting growth. His advice is simple: listen closely to your customers before building anything. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Collin Stewart, Founder and CEO of Predictable Revenue, about effective outbound sales strategies. Collin explains how active listening drives better product–market fit and shares insights on nurturing early leads, avoiding over-automation, and landing your first customers on a tight budget.

SHOW NOTESThis conversation is hosted by Kat Wheeler, and together they discuss:Why follow-up is the missing link between clicks and customersThe common traps integrators fall into—like assuming interest or lacking a clear processAnd how to use tools like CRMs and automation without losing the human touchWhether you're trying to improve speed-to-lead or get better ROI from your campaigns, this episode delivers practical strategies and Keith's trademark one-liners to keep you thinking.Let's dive in—here's Automation Unplugged with Kat Wheeler and Keith Kearney. About One FireflyOne Firefly, LLC is an award-winning marketing agency that caters to technology professionals in the custom integration, security and solar energy markets. One Firefly is headquartered in Davie, Florida with staff located throughout North America and has been operating since 2007.

On this episode of Building the Premier Accounting Firm, Heidi Ryder, owner of Keepful, sits down with Roger Knecht to share strategies for marketing and managing a growing bookkeeping firm. Learn how to market services, build a strong brand, and use tools like AI and CRMs to attract and keep ideal clients. Discover methods to grow your bookkeeping or tax business effectively. In This Episode: 00:00 Welcome & Heidi's Journey 03:09 Marketing, Sales, and Branding 06:12 The Client Experience & Communication 09:09 Client Perspective & Marketing Advice 13:33 AI for Marketing Content 18:20 Website Value & Call to Action 25:15 Funnels, Lead Magnets, and Workflows 33:53 CRM for Accounting Professionals 36:46 Gratitude and Entrepreneurial Journey 41:34 Recap and Final Thoughts Key Takeaways: Define your ideal client through targeted marketing. Build your brand around the client experience, emphasizing clear communication. Use AI to create marketing content, then personalize it. Establish an online presence (website, custom email) to build trust. Maintain automated workflows and CRMs to nurture leads and consistent follow-up. Behind the Story: Ryder started her journey from a desire to work from home with her first child. Her love for numbers and business management quickly turned into a successful bookkeeping firm. Now, she helps other accounting professionals with Keepful, showing them how to automate marketing and attract ideal clients. This episode looks at her insights on client relationships, digital tools, and the importance of finding your “why” in business. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Learn more of Keepful and see a DEMO of it in action: https://sk293.isrefer.com/go/KFHP/KB66/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Want to work directly with me to close more deals? Go Here: https://www.titaniumu.comWant the Closer's Formula sales process I've used to close 2,000+ deals (FREE) Go Here: https://www.kingclosersformula.com/closeIf you're new to my channel my name is RJ Bates III. Myself and my partner Cassi DeHaas are the founders of Titanium Investments.We are nationwide virtual wholesalers and on this channel we share EVERYTHING that we do inside our business. So if you're looking to close more deals - at higher assignments - anywhere in the country… You're in the right place.Who is Titanium Investments and What Have We Accomplished?Over 10 years in the real estate investing businessClosed deals in all 50 states​Owned rentals in 12 states​Flipped houses in 11 states​Closed on over 2,000 properties​125 contracts in 50 days (all live on YouTube)​Back to back Closers Olympics ChampionTrained thousands of wholesalers to close more deals_________________________________With over 2,000 Videos, this is the #1 channel on YouTube for all things Virtual Wholesaling. SUBSCRIBE NOW!    https://www.youtube.com/@RJBatesIII_________________________________RESOURCES FOR YOU:If you want my team and I to walk you through how to build or scale your virtual wholesaling business from A to Z, click here to learn more about Titanium University: https://www.titaniumu.com(FREE) If you want to learn how to close deals just like me, The King Closer, then download the free King Closer Formula PDF: https://www.kingclosersformula.com/close(FREE) Join our exclusive FB group community for real estate investors and wholesalers: https://www.facebook.com/groups/titaniumvault/(FREE) Click here to grab our Titanium fleet free PDF & training: Our battle tested strategies and tools that we actually use… and are proven to work: https://www.kingclosersformula.com/fleetGrab the King Closer Blueprint: My Step by Step Sales Process for closing over 2,000 deals (Only $37): https://www.kingclosersformula.com/kcblueprintGrab Titanium Profits: Our exact system we use to comp and underwrite deals in only 4 minutes. (Only $99) https://www.kingclosersformula.com/titaniumprofitsWant to know what the best markets to wholesale in are? Grab my breakdown of all 50 states here: https://www.titaniumu.com/marketsSupport the show

Live from Pantheon, John sits down with RJ Magee (Sierra) and Tyson Chen (Avoca AI) to talk about the future of technology in home service — from AI call centers to multi-location growth and ServiceTitan integration.RJ shares how Sierra grew to 6 companies across 5 states through strategic acquisitions, while Tyson explains how Avoca's AI agents are transforming call centers — booking jobs, handling overflow, and integrating directly with CRMs.They unpack what it really takes to expand across geographies, standardize technology stacks, manage ServiceTitan instances, and build a culture that embraces change. If you're scaling locations, integrating new tech, or curious about how AI can actually work in the trades — this one's a playbook.

I'm Chris, and in this episode Brandon and I talk about what year-end planning really looks like when you stop chasing perfect dashboards and start leading with purpose. We unpack what worked for Floodlight this year, how we intentionally ran lean to leap ahead, and why your team's buy-in depends on more than KPIs. What We Cover [00:01:12] Planning Q4 like an investor and how we turned red months into green growth [00:05:11] Why most leaders undervalue strategic planning and treat it like a checklist [00:08:57] Mission before metrics and how to build KPIs that actually drive vision [00:14:25] The “100 Point Week” system for sales reps and why simple wins [00:20:06] How C-suite dashboards actually work with 3 to 4 key metrics [00:31:38] Aligning sales and operations around customer experience, not just numbers [00:53:36] Tommy Mello's story about building a dream big enough for others to fit inside it Key Takeaways Plan on purpose, not by habit. Use fewer, clearer KPIs. Simplify tracking so reps can sell, not babysit CRMs. Make your mission about people, not profit. Audit your own leadership because culture is the real KPI. If you're leading a restoration or home-service company and planning for next year, this episode is your field guide for making 2026 different. Did you know... Only 30% of businesses listed for sale actually find a buyer? Even more striking, just 10% of those sell for the price their owners anticipated or higher, meaning only 3% of all business owners achieve their desired sale price. By focusing on understanding and enhancing your enterprise value, you can significantly boost your chances of joining that successful 3%. Business Health & Value Assessment Start Assessment Know Your Enterprise Value. See Your Potential Gaps. Complete this assessment in less than 15 minutes and receive a free assessment for your business that includes: A Lite Valuation Of Your Business Your Value Multiplier Per Your Industry Health Assessment Per Our PYB Methodology Business Value & Growth Roadmap Tailored For You Value Acceleration Strategies Spotlight on Floodlight: Your Secret Weapon for Sales & Scaling This isn't a paid plug. It's real talk from the front lines. If you've ever thought, “How do I get a VP-level sales leader or even a sales team without hiring full-time?” Floodlight has the answer. Fractional Sales Leadership They act as your outsourced VP of Sales, taking full responsibility for training, managing, and growing your sales team. No six-figure hire needed. Clients often close 20 to 50 percent more deals within six months, thanks to data-driven coaching, CRM setup, scripts, and performance reviews.More at floodlightgrp.com/sales Commercial Sales MasterCourse A self-paced, video-driven B2B sales course designed specifically for restoration teams. Perfect for building commercial revenue and getting free from TPA handcuffs. Covers mindset, prospecting, pipeline building, LinkedIn lead generation, and includes a $250 discount with code SALESBOOST.Details at floodlightgrp.com/courses Tailored Consulting & Coaching Floodlight's Propel Your Business methodology offers a full-circle roadmap: financials, sales, marketing, leadership, recruiting, productivity. All built for contractors. These aren't “life coaches.” They're former restoration owners who've lived the chaos and know how to scale out of it.Explore more at floodlightgrp.com Live Training, Tools & Strategic Partnerships Floodlight also delivers live onsite and virtual training, keynote speaking, and leadership tracks covering operations, project management, and strategic growth. Bonus: They've vetted tools like Xcelerate, Liftify, and Sureti. Floodlight clients get access to exclusive discounts on tech that actually moves the needle.See all partnerships at floodlightgrp.com/partners Why it matters for you as a listener You don't need to figure this stuff out alone. If you're serious about sales growth, operational clarity, exit readiness, or leadership development, Floodlight is already helping folks like you scale smarter. And you get it from industry insiders. People who've sat in your chair, survived the fires, and built systems that actually work.

Your host, Catherine Cantey, talks with Business Operations Transformer and Integrator of My Virtual COO, Jen Goldman.In this episode, we explore how simple visuals and storytelling can turn ideas into action. From reframing dreaded CRMs as “Bob” to leveraging neuroscience for better decision-making, Jen Goldman shares practical ways leaders can build accountability, energize teams, and move change forward.We talk about:-Scaling from small vs large businesses-Constellation thinking-Neuroscience in decision making To learn more about Jen's work, visit MyVirtualCOO.Com.If you'd like to be a guest on The Business Vitality® podcast, click HERE.For more information, visit CatherineCantey.com.

Send us a textWhen assessing the Top 10 CRMs for Startups in 2025, it's important to establish a clear definition of what constitutes a startup and how its needs differ from larger organizations. In this context, startups are typically companies with fewer than 20 employees or less than $10 million in annual revenue—businesses still shaping their go-to-market models and refining repeatable sales and marketing processes. These organizations are usually founder-led, with lean operational structures and limited departmental specialization, which means their CRM requirements prioritize simplicity, affordability, and rapid deployment over complex integrations or deep customization. Unlike mid-market or enterprise firms, startups need tools that deliver immediate visibility and momentum without requiring heavy IT involvement or long implementation cycles.In this episode, our host Sam Gupta discusses the top 10 CRMs for Startups in 2025. He also discusses several variables that influence the rankings of these CRM systems for startups. 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. 

Neste episódio especial do Dicas de Negociação, Vendas e IA, com Márcio Miranda e Dennis, exploramos como a Inteligência Artificial está transformando o mercado de vendas no Brasil. Você vai ouvir: O papel real da IA nas vendas: substitui tarefas, não vendedores Prospecção inteligente e segmentação com apoio de IA Personalização em escala sem perder o toque humano Como reduzir o ciclo de vendas e aumentar o ticket médio Ferramentas essenciais: ChatGPT e CRMs com recursos de IA Análise preditiva de leads e priorização de oportunidades Negociação assistida por IA e boas práticas de cadência Equilíbrio entre automação e relacionamento humano Casos reais de empresas brasileiras e erros comuns a evitar Como pequenos negócios podem começar com baixo investimento Insight central: IA nos bastidores, vendedor no palco. Quer transformar suas vendas com IA? Acesse: www.marciomiranda.com.br/maquinadevendas Disponível em Spotify, Apple Podcasts, YouTube e nas principais plataformas de podcast.

In the past 10 years, I've seen financial advisors finally start adopting CRMs to help automate and simplify their businesses. This was not the case when I first started.  But as you'll discover from today's guest, Jeff Rusin, co-founder of Advisor Tech Partners and advisor-specific CRM whiz, most advisors still aren't tapping into the full productivity powers of their CRM.  That's why Jeff and I recorded this show: To help your financial advice business become more productive, more profitable, and even more pleasurable.  Listen now. Show highlights include: This high-quality touchpoint trick might help you sell a prospective client before your first intro meeting (5:25)  The “Gloved CRM” approach that will save your entire team so much time that you might have to find a new hobby (6:38) The single most common CRM mistakes advisors make without even realizing it (14:43)  How the rarely discussed “pattern recognition” benefit of CRMs can boost your bottom line by up to 80% (15:49)  Why shiny object syndrome as an advisor will make your team hate your guts (and how to prevent being overwhelmed by its seductive pull) (28:31)  A real life example of how business owners sabotage themselves, their business, and their legacies every day by making this simple error (31:03)  If you want Jeff to build a custom CRM solution that fits your financial advice business like a glove, visit his website at https://advisortechpartners.com and click the big, orange button.  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

In this episode of Innovation Meets Leadership, Natalie Born sits down with Doug C. Brown, CEO of CEO Sales Strategies and a sales growth expert who has generated over $900M in revenue for clients worldwide. Doug reveals how math, metrics, and automation can transform any sales organization into a predictable growth engine. From reducing refund rates by spotting hidden blind spots, to building AI-driven automation that scales follow-up and accelerates closes, Doug brings decades of experience that will challenge how you see sales. If you want your team to stop “throwing spaghetti at the wall” and start building sustainable revenue systems, this episode is for you.[00:01 - 04:00] The Power of Math in SalesHow Doug discovered “holes” in sales systems through metrics.The Tony Robbins & Chet Holmes case study: reducing refund rates from 16% to under 1%.Why blind spots exist in every business—and how to find them.[04:01 - 10:00] Lessons from Early Business and LeadershipRunning his father's business at 16 and learning optimization early.The “flat tire” analogy: why outside perspectives reveal what leaders miss.How math tells a story that leads to better decisions.[10:01 - 14:00] Shifts in Sales Post-PandemicWhy the sales process has permanently changed.The rise of conversational selling.Consumers are more educated than ever—how to adapt.[14:01 - 19:00] Three Steps to Improve Your Sales Team TodayGet truthful goals from every salesperson.Define your ideal right-fit buyer (97% of companies don't).Start measuring simple sales metrics: outreach, connections, responses, closes.[19:01 - 24:00] Automation and the Fortune in Follow-UpWhy consistent follow-up unlocks 5–15% more revenue.Automating repetitive sales tasks with CRMs and AI.Real examples: insurance sales, concierge AI, SiriusXM upsell systems.[24:01 - 29:00] AI as a Sales Multiplier, Not a Job KillerRita, the AI concierge, and how it redefined customer experience.AI's role in profiling, research, and buyer engagement.Start small: automate one repetitive task, then scale.[29:01 - 31:00] Final Insights & How to Connect with DougPractical steps to embrace automation and AI in sales.Why ignoring sales automation means falling behind competitors.Quotes“Every company has blind spots. Use math and metrics to find untapped revenue.” – Doug C. Brown“Ninety-seven percent of companies don't know their ideal buyer. That's wasted money and effort.” – Doug C. Brown“The fortune is in the follow-up. Automate it, and you'll unlock growth you didn't know you had.” – Doug C. BrownGuest LinksWebsite: ceosalesstrategies.comLinkedIn: Doug BrownNewsletter: ceosalesstrategies.com/newsletterEmail: doug@ceosalesstrategies.comLEAVE A REVIEW + help someone scale their revenue with clarity and precision by sharing this episode or click here to catch up on past episodes.

In this week's episode of The Weekly Wealth Podcast, David sits down with Mark Weithorn, a marketing expert turned tech entrepreneur who has spent the last 21 years running a successful web design and CRM company for realtors.From navigating industry disruptions to preparing employees for entrepreneurship to adopting AI responsibly, this conversation is full of lessons every business owner can apply. Whether you're in real estate, tech, or any small business, the themes of resilience, reinvention, and forward-thinking strategy are universal.What You'll Learn in This EpisodeSurviving 21 Years in Tech:How Mark adapted to industry shifts—from radio jingles and newspaper ads to building realtor websites and CRMs—and the mindset required for long-term success.Employee to Entrepreneur:Why making the leap from a steady paycheck to self-employment requires a completely different mindset and skillset—and how to prepare for the challenges ahead.AI in Business:Mark's perspective on how AI is already shaping industries, where it may be overhyped, and how to use it as a tool to add value rather than frustrate customers.Entrepreneurial Mindsets:Why processes, systems, and delegation are non-negotiable for growth—and how to avoid being the “hub” in a hub-and-spoke business.Financial Reality of Entrepreneurship:Why that big commission check or large invoice isn't all take-home profit, and how to avoid tax and cash flow pitfalls as a new business owner.About Our GuestMark Weithorn is the founder of DPI Showcase Websites, serving realtors across the U.S. and Canada for over two decades. His company provides websites, CRMs, and AI-powered lead generation tools designed to help real estate professionals thrive in competitive markets.

In This Episode Many nonprofits juggle multiple software tools that don't connect, wasting time and money while frustrating staff. The result is often underutilized platforms and organizations stuck in inefficient systems. In this episode of Systems Simplified, host Adi Klevit talks with Sean Littman about how nonprofits can rethink technology and make CRMs work for them instead of against them. Sean explains why most nonprofits don't need flashy features, how to set up processes before implementing software, and the importance of focusing on marketing capabilities. Whether you run a nonprofit or a small business, Sean's framework is about building systems that align with how you want to work — so you can maximize adoption, streamline communication, and ultimately scale your impact.  

In this FDE+ episode, Kortney Harmon is joined by Benjamin Mena, Managing Partner at Select Source Solutions and host of The Elite Recruiter Podcast, to explore how AI is transforming the recruiting industry.They discuss how top performers are using AI to automate sourcing, streamline outreach, and clean up CRMs — while doubling down on the human skills that build trust, strengthen relationships, and drive revenue. Benjamin also shares real-world examples of how combining technology with a personal touch is helping recruiters stay competitive and deliver stronger results.Tune in to learn how to leverage AI without losing what makes recruiters indispensable — and position yourself to thrive in 2025 and beyond.__________________________Follow Benjamin Mean on LinkedIn at: LinkedIn | Benjamin MenaLink to the Tool List mentioned at: hereFollow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/Want to learn more about Crelate? Book a demo hereSubscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

The era of easy targeting and attribution in healthcare marketing is over. With disappearing cookies, stricter platform restrictions, and growing consumer expectations, health systems are being forced to rethink how they segment audiences, measure ROI, and test emerging channels. In this episode, hosts Chris Boyer and Reed Smith explore: Segmentation in a Privacy-First World – Why CDPs, not CRMs alone, are becoming the foundation for first-party and cohort-based targeting, and how to balance richer signals with regulatory risk. Measurement in the Age of Proxies – How marketers can use matchbacks, lift studies, and proxy metrics (like click-to-directions or portal logins) to prove ROI when platforms restrict attribution. Consumer Readiness for New Media – The growing role of CTV, podcasts, and AI-powered campaign tools — and why testing budgets and structured measurement are essential. In our expert interview segment, Laurin Engle Bobo and Craig Blake from Amsive share insights from the field, including how they help health systems adapt segmentation strategies, measure ROI with imperfect data, and invest in emerging media without falling for hype. Why this matters today: Healthcare marketers can no longer rely on “easy” targeting and reporting. Success will depend on how quickly they adapt to privacy-first segmentation, faster but defensible ROI proof, and disciplined experimentation in new media channels. Mentions from the Show: Amsive blog Craig Blake on LinkedIn Laurin Engle Bobo on LinkedIn Reed Smith on LinkedIn Chris Boyer on LinkedIn Chris Boyer website Chris Boyer on BlueSky Reed Smith on BlueSky Learn more about your ad choices. Visit megaphone.fm/adchoices

BOSSes, Anne Ganguzza is joined by Tom Dheere to discuss a foundational topic for every voiceover career: coaching. The hosts assert that every voice actor, from beginner to veteran, needs a coach. The Bosses explore why continuous learning is a necessity in today's saturated market, how to avoid being overwhelmed by industry information, and the combined importance of mastering both performance and business skills.   00:00 - Anne (Host) Hey Boss listeners. Are you ready to turn your voiceover career goals into achievements? With my personalized coaching and demo production, I'm here to help you reach new milestones. You know you're already part of a Boss community that strives for the very best. Let's elevate that. Your success is my next project. Find out more at anneganguzza.com.  00:25 - Speaker 2 (Announcement) It's time to take your business to the next level, the boss level. These are the premier business owner strategies and successes being utilized by the industry's top talent today. Rock your business like a boss a VO boss. Now let's welcome your host, Anne Ganguzza.  00:44 - Anne (Host) Hey everyone, welcome to the VO Boss podcast and the Real Bosses series. I'm your host, Anne Ganguzza, and I'm delighted to be here with Mr Tom Dheere. Yay, yay, hello Anne, hi Tom, yes, guess what, tom, it's that time of year again.  01:01 - Speaker 2 (Announcement) It is you?  01:01 - Anne (Host) know when everybody's going back to school.  01:05 - Tom (Guest) Back to school. Oh yeah, I already bought my trapper keeper.  01:09 - Anne (Host) Oh my gosh, I used to love those. You know that was one of my favorite things about going back to school is buying office supplies and getting ready, and I was one of those rare. I don't know, tom, if you were one of those students, but I loved school. Love, tom, if you were one of those students, but I loved school. Love, love, love school. And it was always exciting to me to, number one, go back for the social component of things and then to go back and like I don't know. I always wanted to like advance in my subjects, and so I was always excited about learning.  01:37 - Tom (Guest) Yeah, me too. I do love school supplies, like if anyone who knows me as just me, or me as the vo strategist like?  01:47 - Anne (Host) of course he loves school supplies right, you know, sharpened pencils and rulers and everything being organized, paper clips and clothes, clothes, my new school clothes.  01:54 - Tom (Guest) You know, hey, oh, love the school clothes. Gotta get the new school clothes.  01:58 - Anne (Host) Well then, speaking of school, you know. I mean maybe it's time that we have a chat about coaching, coaching in this industry. And does it matter, tom, does it? There's so much information out there. Does it matter? Is it beneficial?  02:15 - Tom (Guest) let's, let's, let's chat about that well, one at first. It's funny that we actually haven't talked about this in the few years that we've done the real bosses podcast and two. You know there's an old saying which is never ask an encyclopedia salesman if you need an encyclopedia.  02:28 - Anne (Host) Yes, exactly so you asking?  02:29 - Tom (Guest) me a voiceover coach. If voice actors need voiceover coaching, we'll say well, of course, the answer is yes.  02:34 - Anne (Host) I know and for me to say do we need coaching? As a coach and demo producer.  02:45 - Tom (Guest) Of course. Of course we're gonna say so. Yes, full disclosure. Of course, we as coaches, yes. But here's the thing about it is that I know ann does not accept everybody that that wants to work with her, and I know that not. I don't accept everybody that wants to work with me for all kind, for all kinds of uh, all kinds of reasons. But every voice, regardless of where they are in their journey, needs coaching. You always need to be learning. The greatest baseball players and musicians everyone has a coach. Tiger Woods has a swing coach. Aaron Judge has a baseball bat swing coach as opposed to a golf swing coach. All the greatest artists and athletes have coaching. Do they know more than most? Can they do it better than most? Of course, that's why they are in the positions that they are in doing what they're doing, making what they're making, being as famous as they are, but it's a constant, constant sort of you know all the arts. There needs to be a constant level of education re-education, continuous learning, as they say, absolutely.  03:49 - Anne (Host) And if you're just starting out in the industry, you have to have a fundamental base. And there is, you know, hey, I am the biggest you know. And Google and gangoozle, and gangoozle, and gangoozle, whatever, I am the biggest lover of you know. Search the internet, find the answers. Because I mean, gosh, back in the day, you remember when we used to have to do research, we'd have to actually go to the library and then you would write, like I'd have to write notes for my term paper on like, on like index cards.  04:17 - Tom (Guest) What is this library? What is?  04:19 - Anne (Host) this library. What is this library? Well, our, I mean the library is at our fingertips and so we can. I mean, there's so much out there and, tom, both you and I put out a lot of content in regards to this industry and you know the business of the industry and performance. I give out performance tips and so I think a lot of times when you're first starting out, it can be really overwhelming, and so having a source, a coach, to go to, to kind of make it less overwhelming, can be an actual advantage as well.  04:52 As for me, what was I saying the other day? Oh, in my Pilates class I was like, yeah, I pay to go to this Pilates class so I can do the stretching on the foam roller that I have here at home and I just don't do Right, so I go and use the foam roller that's at the Pilates studio. But there's something to be said in being in a classroom and and actually saying I am dedicating this time for me to learn something or to, you know, to, to, to grow myself, and coaching is a big part of that grow myself, and coaching is a big part of that.  05:30 - Tom (Guest) I agree, the ability to take time and money to commit to a process that you know in. To a certain degree, you could do some of it on your own, but a lot of people most people, I would say like the reason why I have so many mentorship students that I have is that they're like I just need you.  05:48 I just need to have someone to talk to once a month, bounce ideas off of and hold me accountable for it and when you have, and I love accountability and I love stand up groups and meet up groups, but when they actually have to fork money over to me to basically be a paid accountability buddy, there's something to that, something to that I mean. And also, you know, when you're in an accountability buddy group with an accountability buddy or a mastermind group or standup group, that's all great, but most of them are peers.  06:19 Yes, absolutely With the same level of experience and knowledge as you as opposed to working with you or me or another coach who is just have you know, scads of knowledge and experience and the ability to disseminate that knowledge effectively. And also, I know you and I know you keep up with industry trends on a performance and technology and business and marketing level. So do I. We have to do that to be relevant and effective. We have our means. We read the same blogs and watch the same podcasts as everybody else, but I'm sure I know I have my own little secret methods of how I'm keeping up with things, and I'm sure you do too that we're able to aggregate and have, in a concise Anne, to say this is what's going on in the industry, this is how it applies to you. These are the decisions that you could make based on who you are, your talent level, your experience level, the time you have, the money you have that could get you where you want to go.  07:15 - Anne (Host) Well, and the accountability it doesn't just stop with the student. I mean, the coach is accountable. And that is, I think, where the difference is between peer accountability groups, because peer accountability groups, yeah, we can say, yeah, you were supposed to do this last week, or you, this is, this is on your goal sheet, but the stakes are not as high. I don't believe in a peer accountability group as a coach, because coaches are judged on their effectiveness, right, and they they get business based upon their effectiveness and word of mouth. So when you want to go work with someone where that is a factor, you're going to get education.  07:54 That, I think, really counts and is really intentional and therefore, I believe the quality of that is going to be better and it's going to be directly customized, especially if it's one-on-one coaching, and I do both group coaching and one-on-one coaching. But really, when you get that one-on-one time with a coach, there's nothing better than that, because I mean, I look, I offer group coaching as well, but that one-on-one time is precious. That is where it is all about you. It's customized just for you, your career, your growth. And that is where I think coaching really shines and why it still matters and I think, actually, I think it matters more today than it did in years past, because there's so much more competition out there, tom and there's, of course, you know, the synthetic competition out there there, tom, and there's, of course, you know, the synthetic competition out there and we need to really create something, a footprint for ourselves or a voice print, really for ourselves, that is unique and that is competitive and that can actually connect with our audience, which is what our clients are paying us for.  08:59 - Tom (Guest) Yeah, there are more voiceover opportunities for voice actors of all experience levels than ever ever before. There's more genres than ever. There are more voiceover opportunities for voice actors of all experience levels than ever ever before. There's more genres than ever. There are more casting sites than ever, you know, because when I just started, you know there was radio commercials and TV commercials and you know not that much. I mean there was e-learning, reel-to-reel kind of stuff. You know there wasn't that much more.  09:24 Now there's app narration, explainer videos, you know, audio description. There's just so many other ways to get work. But the flip side of that, Anne, is that it's so complicated because there's almost like there's too many choices and there's too many coaches and there's too many casting sites and there's too many blogs and too many podcasts and too many DAWs and too many CRMs and the ability to navigate that and make sure that their time and money is well spent. It's a huge challenge. I mean, I'm on Reddit pretty regularly hanging out on the voiceover related subreddits and listening and watching and, you know, giving advice and stuff like that, and they all say the same thing I don't know where to find a good coach. I don't know how to vet a good coach. I got ripped off by this coach, isn't?  10:15 - Anne (Host) that funny? That's always the question. That's always the question because I think everybody's overwhelmed with that information. You know, I don't think it's unlike just because it's you know the online world today. I don't think it's unlike choices that you have in most everything, right, where can you find a good one? And so what do we do? We rely on word of mouth, we rely on recommendations from our peers who have had a good coach and can recommend a good coach, and so I think that it's good that we have the community and coaches that are out there. You know, hopefully you have a good reputation and if you don't, and if you're just kind of a fly by night coach, well, people will find that out too. So I think that it's, in a way, it's good that there is lots of talk and communication and I always tell you know people, testimonials are always, they're so worthwhile, and word of mouth and communication, and I always tell you know people, testimonials are always, they're so worthwhile and and word of mouth and recommendations. It really is kind of the way, I think, to get work, to get a good coach to do all of that. But I'm talking for me. I'm involved in the performance aspect of the coaching.  11:19 But you right, first of all, you can have the best voice, you can do the best audition, you can be, have the best performance skills ever, but if somebody doesn't know how to find you, or you're not marketing yourself properly, or you don't have your business set up properly guess what? You're not you're gonna sit there and not get hired. I just spoke to a new student the other day who I literally said he's got four demos. And I and he said, like he's been in the business for six years. And he's like well, I don't have an aging yet and I haven't had a VO job yet. And I'm like well, why have you not had a VO job yet? I mean, he's not like he hasn't spent his money. You know what I mean, and so he needs right.  12:00 And then I went and looked at his website. There's absolutely no. And I said, well, you have no examples of work that you've done. You have, you know, and you can't expect to get it all with just an agent, depending on the genre you're in. And he, basically, I said you can have the best voice in the world, but it's not going to do you any good if nobody can find you. So that's where your business coaching comes into play. So it's not just performance coaching that I think is necessary and business coaching is the non-sexy. It's kind of like I do corporate voiceover and it's like the non-sexy part of voiceover. I think business coaching sometimes gets that same stigma and in fact, it's something that I think people need more than ever, more than ever today. Right, and of course, talk about that, tom, of course as the VO strategist, I always say that everybody should get a business coach.  12:44 - Tom (Guest) But to your point is that you could work with me for years and have the best business model, have the best marketing strategies, but if you're not an effective performer, it's not going to matter.  12:58 Yeah, yeah, just like you said, you could be the best performer in the world, but if nobody knows you exist, it's not going to matter either. So it's this synergistic relationship of developing your what I call your storytelling skills, your VO-101 skills, breath control, microphone technique, your genre skills, you know, to be able to be demo ready, to make that shiny demo, and then you can do the things with the demo, which is what I, as the VO strategist, helps everybody with, and everybody has their own journey. Everybody has their own relationship with themselves internally, which it's our job as coaches to be like. Ok, you know, how does this person tick, how does this person respond? How does this person respond to criticism? How does this person respond to praise? How does this person respond to data? You know, and everybody has their own ideas of what success is for them. And these, you know, these people love these social media platforms and these people hate social media and these people hate all social media, and you know.  14:00 And these people hate social media, and these people hate all social media, and you know. And these people hate online casting sites and so on and so forth. So everybody has their own biases and tendencies and, as effective coaches, on both a performance level and a business and marketing level, you know it's our job to be able to navigate that, and that's why the single most important skill that every voiceover coach performance, business, marketing, tech or otherwise has to have is the ability to listen, which also is the same exact skill that every voice actor needs to be a successful, effective, relevant voice actor. So, if you're having a conversation with someone you're considering coaching with and you can't get a word in because they're talking about themselves or that one cartoon they did 30 years ago, or if it's all sell, sell, sell, that tells you something, because they are not asking you what your pain points are Sure.  14:53 - Anne (Host) Every good marketer Help you solve them.  14:55 - Tom (Guest) Exactly Every good marketer, whether it's a a commercial, tired of using this old mop this way. You know. That's identifying the pain point. If I used to use, I use this mop. This mop stinks. Go use this mop. This mop's great. If there isn't any kind of centered likes, any kind of back and forth, reciprocal. You know what are, what are you going through, what are what challenges have you? What are your struggles? Oh okay, well, based on this, this and this, I can help you with this, this and this, as opposed to some. You know old hack, who's just going to throw these stock scripts at you and you know in three lessons. And then you get your demo using the same scripts that everybody uses or a new hack, who you know?  15:32 - Anne (Host) there are new hacks we've seen a lot of those out there.  15:35 - Tom (Guest) I have noticed quite a few new hacks lately both in the performance and business and marketing categories.  15:42 - Anne (Host) I think also, when you talk about an industry that has evolved and changed so much and especially, you know, this year's been an interesting year I mean you've got changes in things outside of the industry that are affecting, you know, corporations and affecting people who advertise, and affecting the climate of what we do, and so that makes people scared to advertise Sometimes, it makes people scared to spend money. It makes, you know there's all sorts of things happening outside of our industry that affect our industry as well as you know. I mean what's happening in your own personal life as well as you know. I mean what's happening in your own personal life. So we talk about the necessity of performance coaching and business coaching, but there's also, believe it or not, there's something to be said for, you know, coaching of the mind and coaching to be a confident performer, a confident business person, somebody who can be competitive and negotiate in these times where it seems like everybody's vying for the same job, and so there's also mindset skills, I think, that are also valuable to be coached. I think, like you said it in the beginning, like a lifelong learner, I think we always have to be learning. We always have to be learning, and do we have to spend tons and tons of money doing it. No, not necessarily, but I do think that there's an investment there and I think it's something that you need to revisit.  17:08 If you did get coaching prior to your demo, maybe five years ago, and now maybe you need a new demo.  17:15 I personally think that everything needs a refresh and, you know, if you haven't coached in a while, I feel like having someone else's ears listen to you. If you haven't been booking why, why is that? Go to a trusted coach and have them listen to you and see if maybe you've fallen into some sort of a rut where maybe you're not delivering performance-wise I don't know a rut where maybe you're not delivering performance wise. Or, for example, when I spoke to the student yesterday who's like well, I haven't gotten a job yet, and I'm like OK, first of all, I'm looking at your website and you don't have downloadable demos. Your website, your demos, are five years old. You know there's lots of things that can contribute to not getting hired, and so I think that the coaching can. Yes, it's definitely investment, but again, remember, any business, you have investments and I think that again, more than ever, it is important to be educated and understand how you can evolve with the changing VO industry of today.  18:15 - Tom (Guest) I think what I agree with everything that you said wholeheartedly, on top of all, that all voice actors need to invest in empowerment. That is one of the biggest deficiencies that most aspiring voice actors have coming into the industry. They immediately, you know, disempower themselves. They immediately devalue themselves because they have this and this is a system of thought thing that I talk about all the time, Anne is that most people coming into the voice industry think that the industry is vertical, it's a ladder or a mountain and you have to climb it and as you climb it, you kick people in the face and knock them off the ladder or the mountain like it's some reality show and you go ha ha, I take your videos now.  19:01 Haha, I narrate them. You don't blah, blah. That's not how it works. I've always talked about how the voiceover industry is spherical and you're the center of your sphere and your job is to expand your sphere and empower yourself by including as many good humans in it as possible, both agents and managers and audio engineers and coaches and fellow voice actors and your accountant and your lawyer and your graphic designer or your social media manager or whoever to empower you so you can make the best decisions possible to expand that sphere and move your voiceover business forward.  19:36 So to work with an effective coach to be or just to be, just to be educating yourself in general is to empower you you know, on both a personal and a professional level, and the more that you can do that, the better chance you have of making those voiceover dreams come true.  19:55 - Anne (Host) I mean, and and speaking of, we always talk about, what are the red flags? What are the red flags right? How do we know a coach is worthy of my investment? Right, a coach, a business coach or performance coach? You know, I like to start with. First of all, let's let's talk about what it takes to get a good coach. I mean, what are the? What are the green flags Right? What? What do you look for in a good coach? What are some properties of a good coach? Would you?  20:22 - Tom (Guest) say you touched on this earlier. Reputation is definitely one. I mean there's the reputation of someone like a Jennifer Hale who holds the Guinness World Record for the most amount of video game characters ever recorded by a female. So there's a level of something that comes with that.  20:42 Jen also happens to be a great articulator and a great coach, but then there's other coaches that have done one character decades ago hasn't done much work since, and then that's the only thing that they hang their shingle and their reputation on this one character that they played a very, very long time ago. Shingle and their reputation on this one character that they played a very, very long time ago. Jennifer, like you and me and a bunch of our other coaching and voiceover friends are boots on the ground day to day, dare I say, in the trenches. Voice actors. We are working, we are auditioning and marketing and booking regularly. So I always say the first green flag for a good voiceover coach is to go to their voice actor website and go check that out.  21:26 See what they've got, see what they have done recently, see if their demos and YouTube Anne and playlists have been updated recently, check their IMDB profiles and see what work they have done. And layered on top of that, you know, as a voice actor, reputation, obviously, as a voiceover, coach, reputation, testimonials on the website, testimonials on social media platforms, conversations that people are having behind our back on various social media platforms or in subreddits or Discord servers or or facebook groups, like though that's some of the major. Those are two of the biggest green flags is the. You know, because you never know and there is no guarantee of any voice actor achieving any level of success, but you know your chances of empowerment will increase if you work with someone who knows what they're doing, has been doing it for a long time and is doing it today.  22:19 - Anne (Host) Yeah, exactly. So they have evolved over the evolution of the voiceover industry and so they know. They know what agents are looking for, they know what casting directors are looking for, they know what is relevant and current in the industry. So red flags on the other side.  22:38 - Tom (Guest) Well, the red flags are if they just started. There's a lot of voice actors or aspiring voice actors who do a couple of gigs and all of a sudden they hang out their shingle as a voiceover business coach and marketing coach, or performance coach. You and I see it all the time.  22:55 - Anne (Host) I think there has to be some longevity to it.  22:57 - Tom (Guest) Yeah, there needs to be some longevity to it. Yeah, there needs to be some longevity. Now. Everybody has to start somewhere, and you know someone who may turn out to be the greatest performance or business coach ever has to start somewhere, and start with one student.  23:12 And you know what I mean, but for those that haven't been in the industry for very long, that have little or no IMDB credits or have little or no samples on their voiceover website, all of a sudden they're a coach. Well, that's telling you something, and I've seen it from personal experience. People working, for example, with me get some business coaching from me and then a couple months later they're all of a sudden a business coach. And I'm like wait a minute, wait a minute, they never last.  23:38 - Anne (Host) Well, I always think they never last, though.  23:41 You know, for me it's always like and people say this all the time, right, you know the quick success, right, and I see it in. You know ads, in ads like, hey, you don't need expensive equipment or training to be a voice actor. And you know those are designed to sell the dream. And again we have to say it, you know, and it sounds like a broken record, but just if we reach just one person right and I always tell people like, honestly, it's a skill You're becoming an actor. I mean, that doesn't happen overnight. It is a marathon, not a sprint. It really is a marathon, and the people who are truly successful in this industry know that. And marathon by marathon, I'm not talking six months, I'm not talking three months, I'm not talking, I'm talking years, years of working in this industry and putting in the work, doing the auditions, getting the training. Those are the ones that become successful.  24:38 - Tom (Guest) Absolutely. This is a long-term investment. It's just like going to college, going to medical school, going to trade school going to vocational school.  24:49 It takes a long time to develop the skills and collect the tools, both literal, physical, microphone headphones, daw and the other business and marketing tools understanding how to write a business plan, how to create a marketing strategy, how to make long-term investments through blogging and social media, how to make short-term investments through auditioning on free casting sites and then developing your skills, and then maybe moving to pay-to-play casting sites which have higher quality, higher paying auditions and then using that to develop your skills to maybe then you're ready to submit to agents. There are things that have to happen in order. You know, a tomato can't grow until you plant the seed, water it and wait.  25:37 - Anne (Host) Right, exactly. Well, I love that because so many people are like well, I can't invest in another demo or more coaching until I make money in the industry. So, oh gosh, I wish I had a nickel for every time. Somebody said that to me and I'm like but it doesn't quite work like that In reality. You do have to make an initial upfront investment and it may take you a minute before you make that money back. And so you've got to get the skills developed in both running your business, establishing that you know, hanging out the shingle on your online website. There's money involved in that. There's money involved in you know setting up your business or getting you know good business coaching, advertising yourself. And there's, of course, money in performance wise being, you know, coached so that you're competitive.  26:26 In today's industry, you're competitive and doing well, and even the people who do, who are great performers. It's not always an immediate return on investment. I mean, gosh, I mean I've spoken to veterans out there. I mean you have to understand. You have to be in it long enough to understand that you're not going to get a commercial a day necessarily. I mean I don't know anybody that ever has, and that dream can't be sold to you. You really just have to be. I think you have to think what Malcolm? I always go back to Malcolm Gladwell 10,000 hours, really 10,000 hours of effort and you know to really start to see effective success. And then you evolve into growing into a better performer, a better actor, a better business person. Tom, if somebody's interested in it, how much would you say is when is a good time to invest? When do they take that step and say plunk down my money, here's my money, coach me.  27:37 - Tom (Guest) I would say what has to happen. I think the first thing that has to happen is that they have to invest in storytelling training first. Theater training, on-camera training, singing training, improv training, stand-up comedy training. Pick one of those disciplines.  27:52 - Anne (Host) But does that mean they have to spend money and go to an acting class? Not necessarily.  27:55 - Tom (Guest) I mean improv troops are free. You know open mic night is free. You know there's community theater is free. There's lots of places where they can develop that skill, because first they need to find out if they have that skill they don't want to be on stage.  28:09 - Anne (Host) That's why they're right. That's why they're doing it behind the mic. That's why right.  28:13 - Tom (Guest) So for those people. Right, and the thing about that is they need to find out if they have the ability, through the power of their voice, to engage and be engaging. If you can do that through those, then you can. Then that's when I think is a good time to start your VO training. Here's the other thing, Anne, is that you know. You mentioned briefly AI at the beginning of it. If you are better than AI when you're, you know when you're starting to invest in your training, you're not going to get anywhere.  28:42 - Anne (Host) And what's going to make the difference? And AI reads really well. So if you're nothing but a really pretty reader, yeah, you got no shot.  28:48 - Tom (Guest) You're not going to advance. That's why getting acting, theater, improv, stand up or singing training is going to already you're hitting the ground running by already being better than AI when you're, once you're ready for your VO training. That's why I think you should really start that way.  29:02 - Anne (Host) Yeah, One thing I do want to stress is that my coaching has gone. It was always been acting based. I mean it starts with acting based. So for those people who've never taken acting course, I always I always recommend that they take an acting course anyway, because there's a subtle difference between acting in front of other people or acting with people and then acting behind the mic, and it's nice to have that 360 degree view of all the aspects of the acting. And a good coach will teach you voice acting and not just here's a script, here's how and direct you to a sound that would sound good on a demo, really, and that's why I concentrate. I'm almost obsessed with personally training people to be good actors, because that's going to last them so much longer than just a directed demo. Right, Because if any good director can direct you to a good demo, really it's.  29:55 You know they can give you the read that people are looking for and then you can have a great demo. But then, all of a sudden, when you're asked to produce that or you're trying to audition and you're wondering why you're not booking the jobs, that's because you haven't established the basic skills, the basic acting skills required. Definitely, investment is not just in a voice acting coach, but, yes, in, I think, acting classes, improv classes. All of that can help. All of that can help.  30:21 - Tom (Guest) Absolutely. It's just going to make you that much better, that much faster and that much better of a decision maker than AI, because the real skill, when it comes to true performance, is not about what impressions you can do is can you make strong acting choices quickly, right, right, right. And if you can do that when the client says, hey, abc. That for me, and you can do is can you make strong acting choices quickly, right, right, right. And if you can do that when the client says, hey, abc that for me, and you can give them three takes with different emphasis and different motivations and different levels of engagement.  30:47 That's what's going to get you ahead of the pack.  30:50 - Anne (Host) And honestly, it's one of those things that you have to understand that if you're looking, if you happen to just be getting in this industry and you watch social media, be careful with that, because a lot of what happens on social media is all the positive things, all the hey I booked the gig but I can't tell you about it, or the illusion that you know people are successful, because you know it takes a very special person to be on social media and say, oh gosh, I didn't nail it and I'm so upset Because a lot of times, well, first of all, if it's something that's under NDA, we can't really talk about it anyways.  31:28 But if you give the illusion or you're looking at other people that are giving the illusion that they're successful and making tons of money and they just started or they didn't do it this way, there's multiple ways to be successful in voiceover and there are some people that would say you don't necessarily need coaching. Honestly, I don't buy into that, but I think at some point everybody needs to have that extra ear, hearing them or giving them some sort of education about it, whether it could be a manager, it could be a talent agent. It doesn't have to be an actual voiceover coach, but somebody that's giving you feedback so that you can then take that feedback and improve. Do what you need to educate and improve yourself.  32:12 - Tom (Guest) I think you touched upon something very critical which is one of the most important skills is the ability to self-direct and with COVID wiping out all in-person auditions, at least here in New York City, and for most voice actors, almost 100% of their actual bookings are going to be taking place at home, not being directed. Then you need to learn how to listen to yourself objectively when it comes to pace and tone and inflection and sibilance and regionalisms and mic placement and breath control and, obviously, performance choices. That you should be able to learn how to hear yourself and adjust accordingly, because if you can't do that, you can't be an effective voice actor.  32:58 - Anne (Host) That's a process being able to self-direct, it's being able to develop an ear. An ear doesn't happen overnight, typically, it just doesn't. It's hard for people to actually hear themselves without actually hearing how they sound and to evaluate themselves as an actor. So it is tough. Themselves as an actor. So it is tough. And it does take, I think, a lot of I'm going to say a lot of practice, a lot of you know, auditions, a lot of failing, a lot of just going oh shoot, what could I have done wrong? Or maybe feedback, and so, yeah, there's a lot to that. I mean, gosh, we could just go on all day. But guys, again, you know we're both coaches. Of course we'd love it if you coach with us, but just know that it's valuable. It's valuable in today's voiceover industry to have another set of ears, to have a trusted coach, somebody. That's what they do. They've been established in the business that is guiding you along this career, which, again, is a marathon not a sprint. Good discussion, tom, yeah.  33:57 - Speaker 2 (Announcement) Good discussion All right, tom.  33:58 - Anne (Host) Yeah, good discussion. All right guys. I'm going to give a great big shout out to our sponsor, ipdtl. You too can network and connect like bosses, like real bosses. Find out more at IPDTLcom. Have an amazing week and we'll see you next week. Bye.  34:13 - Speaker 2 (Announcement) Join us next week for another edition of VO Boss with your host, Anne Ganguzza, and take your business to the next level. Sign up for our mailing list at vobosscom and receive exclusive content, industry revolutionizing tips and strategies and new ways to rock your business like a boss. Redistribution with permission. Coast to coast connectivity via IPDTL.   

In this must-listen episode of the Millionaire Car Salesman Podcast, host Sean V. Bradley and co-host L.A. Williams sit down with automotive veteran Jake Hales - Digital Operations Manager for Gee Automotive Group and advisory board member for Digital Dealer. With over 25 years of experience, Jake pulls back the curtain on how dealerships are transforming in the digital age and why this year's Digital Dealer Conference is a can't-miss event! “As an industry we don't have a technology problem. We have a utilization problem.” - Sean V. Bradley You'll get an inside look at how technology, AI, and digital innovation are reshaping the automotive industry… and why the smartest dealers are the ones investing in their growth, their teams, and their networks. But that's just the start. Jake also shares how Digital Dealer's revamped agenda is delivering more value than ever, with sessions designed to sharpen skills, expand connections, and equip attendees with strategies that can change the trajectory of their business! "The feedback was... we need to have more workshops. Because it's one thing to sit in a classroom and have people preach at you, it's another thing to get with the dealer next to you." - Jake Hales Ready to unlock your next level in automotive sales and leadership? Register now for the upcoming Digital Dealer Conference and use our exclusive code for 25% off your pass with Code: DealSyn. Don't miss your chance to be in the room where the future of automotive is being written: https://tinyurl.com/DSDD2025   Key Takeaways: ✅ The automotive industry must overcome its historical underutilization of technology by correctly setting up and managing CRM tools to enhance dealership operations. ✅ The Digital Dealer conference has undergone significant transformations to offer more hands-on workshops and concise, impactful presentations. ✅ Sales managers in particular need to leverage AI to streamline their responsibilities, which now encompass dealing with digital leads and customer interactions. ✅ Networking with industry peers and attending conferences can provide invaluable insights, practical solutions, and personal growth opportunities within the automotive sector. ✅ Embracing a forward-thinking approach with AI integration can greatly enhance the efficiency and effectiveness of dealership operations.   About Jake Hales Jake Hales is a seasoned automotive professional with over 25 years of experience. He has built a notable career spanning roles in retail sales, OEM operations with Toyota, consulting, and software delivery. Currently, Jake is the Digital Operations Manager at Gee Automotive Group, where he oversees digital transformations related to CRM and phone systems for a group of 40 dealerships. In addition, Jake serves on the advisory board for Digital Dealer, where he contributes his expertise to shape the future of automotive conferences.   Maximizing the Potential of CRMs: Harnessing AI, Innovation, and Conferences to Revolutionize the Automotive Industry Key Takeaways The automotive industry is not limited by a lack of technology but by its proper utilization and management. The upcoming Digital Dealer conference promises to revitalize and refocus learning and networking opportunities, featuring a new format aimed at more practical engagement. Artificial intelligence (AI) offers transformative possibilities, yet many current solutions overlook critical integrations and real-world dealership problems.   The Underutilization of Automotive CRM Systems For decades, the automotive industry has struggled not with a lack of technology but with effectively utilizing the technology it already possesses. Sean V. Bradley, a renowned expert in automotive sales, makes no bones about this: "Our industry has never had a deficiency of technology. Our industry has a deficiency to proper utilization." With 90% of all Customer Relationship Management (CRM) systems not being set up or managed correctly, it's evident that the problem isn't technological capability but strategic implementation. CRMs should be the backbone of any dealership, providing a 360-degree view of customers, and leveraging data for both sales and service. Yet, the potential of these systems is frequently left untapped. As dealerships continue to struggle with lower sales numbers post-pandemic, the conversation pivots not just toward adopting new technology, but ensuring the mastery of what's already available. Bradley adds, "If we're not understanding it and we're not utilizing it, all we're doing is shuffling the deck." The implications of this are profound: for dealerships to remain competitive, they must move beyond merely possessing tools to mastering them. This means in-depth training, cross-departmental integration, and reevaluating the traditional dealership roles to foster a tech-centric culture that thrives on data-driven decision-making. Revamping the Digital Dealer Conference for Future Success In response to fluctuating attendance and shifting industry needs, the Digital Dealer conference has decided on a seismic reformation. In its previous iterations, feedback highlighted challenges with overcrowded vendor spaces and less focus on value. As Jake Hales, a digital operations expert and advisory board member for Digital Dealer, notes, the shift aims to address these concerns head-on with an upgraded format. "We need to have more workshops," Hales explains. The conference will transition into a dynamic hub of activity, featuring TEDx-style sessions for high-level insights and deeper, hands-on workshops for applied learning. This bifurcated approach allows for more intensive engagement on practical issues, breaking away from the traditional passive learning structure. "The challenge of having hour-long sessions is you do end up getting into minutiae," Hales states. With the introduction of compressed 25-minute TEDx sessions, speakers are encouraged to distill critical insights into compelling, actionable narratives. Complementing these are extended workshops where attendees can "get into the weeds," fostering a collaborative environment designed to dive deep into solutions for current dealership challenges. The Promise and Pitfalls of Artificial Intelligence in Automotive Artificial Intelligence is hailed as a transformative force ready to revolutionize automotive sales and operations. However, both Bradley and Hales offer a word of caution: between the promise and delivery of AI lies a gulf that only purpose-driven integration can bridge. "The magic sauce hasn't come out yet," Hales asserts, with many AI applications failing to address real dealership needs. Bradley elaborates, emphasizing the noise in the market: "There's all these fugazi AI companies… either don't have Internet integration, they don't have funding, or they're just batshit crazy." To navigate this landscape, dealerships must sift through these options, hone in on solutions that offer genuine integrative benefits, and take advantage of AI capabilities across CRM systems, predictive modeling, and customer engagement. There is significant potential for AI to handle repetitive and time-consuming tasks, thereby freeing up human resources for roles that require nuanced decision-making and relationship-building. As Hales points out, AI can ameliorate the juggling act performed by overstretched managers. Translating customer interactions through multilanguage support, for example, can help unlock underserved markets. Yet the broader adoption of AI will succeed only if anchored in realistic, performance-enhancing applications tailored to dealership exigencies. By engaging more deeply with AI tools and formats that prioritize education and partnership over exploitation, the automotive industry can transcend current inefficiencies, cultivating a more informed, agile, and customer-centric ethos that distinguishes the leaders from the laggards. Nurturing Growth Through Networking and Engagement Undoubtedly, one of the key pillars for advancing within an evolving field such as automotive sales is networking—an undertaking the industry hardly emphasizes beyond simple introductions. Conferences like Digital Dealer are excellent avenues for fostering these connections, providing invaluable face-time with peers and industry leaders. These interactions offer unforeseen insights that even profound technological acumen might overlook. "You're not going to send any of these folks back to school," Hales articulates, noting the practical limitations that educational programs face. His assertion dovetails seamlessly with observations made by others on the importance of dealer collaboration, not only for shared learning but for driving collective progress. Bradley points out, "It's being in the know," emphasizing that much of a conference's value lies in stripping away feelings of isolation by exposing shared challenges and innovative responses. Setting the stage for engagement at the fringes of formal sessions allows meaningful discourse to flourish—nurturing growth and acting as a backbone for individual and team success. Real-world applications and success stories are brought to the forefront, transforming simple education into actionable strategy. Dealer culture, intrinsically rooted in kinesthetic, hands-on modalities, thrives on involvement rather than observation. Specialized sessions, think tanks, and non-static formats invite participants to dive directly into problem-solving, accommodating varying levels of expertise and empowering professionals to be proactive catalysts in their own success stories. With every session, conference, and professional engagement, the automotive industry sharpen its competitive edge by cultivating a culture where mastery of technology and collaborative ingenuity work hand-in-hand to defy traditional constraints and embrace innovative possibilities.   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!

Key Highlights from the Episode:0:00 – Introduction0:44 – Future-proofing your CRM and architecting for scalability2:23 – Why most CRMs fail when firms grow5:08 – AI in CRMs: more than just dashboards10:34 – Inside “Elite Genie” and how it supports advisors11:48 – Why your CRM is really a data warehouse14:05 – Integration-first architecture for efficiency and scale25:19 – Data hygiene: the foundation of advisor valuations33:15 – Overcoming skepticism around AI adoption38:08 – A roadmap to future-proofing your tech stackResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Jon Ferrara, CEO of Nimble, has devoted his career to helping people grow their businesses by turning contacts into lasting, valuable relationships. We explore Jon's journey from creating GoldMine, one of the first successful CRMs, to founding Nimble, a relationship-focused CRM that brings contact management back to its roots. Jon shares his personal “Why” — to grow his soul by helping others grow theirs — and explains why relationships, not technology, are the real key to business success. He introduces his signature frameworks: the Five F's of Relationships (Family, Friends, Food, Fun, and Fellowship) for building authentic connections, the Five E's of Brand-Building (Educate, Enchant, Engage, Embrace, and Empower) for expanding influence, and the Three P's (Passion, Plan, Purpose) for achieving personal and professional goals. Jon also describes how Kanban-style workflows and selective automation enable entrepreneurs and teams to manage contacts at scale without losing the human touch. --- Important links: Jon's LinkedIn Start a free trial of Nimble Email Jon directly: jon@nimble.com

Esta semana en “Con Licencia Para Vender”, Jorge Zamora trae un episodio imperdible para todos aquellos que quieren aumentar sus ventas utilizando herramientas inteligentes y efectivas. En el episodio #534, Jorge se adentra en el mundo de la prospección y revela cómo un CRM puede dejar de ser solo un registro administrativo para convertirse en una verdadera palanca de crecimiento comercial. Con el enfoque claro y práctico que lo caracteriza, Jorge expone por qué la mayoría de las empresas apenas aprovechan el 10% del potencial de sus CRMs, y comparte ejemplos y casos de uso reales para transformar este sistema en la base de una operación comercial consistente, eficiente y productiva. Desde la importancia de definir reglas claras y documentarlas, hasta consejos sobre automatización y el uso inteligente de etiquetas, este episodio está cargado de recomendaciones accionables para que tu CRM nunca más sea visto como una carga, sino como el motor de tus ventas.

In this Roofing Road Trips® episode, Heidi J. Ellsworth sits down with Alan Davis of Ingage to explore how smart system integration can reduce friction, improve team consistency and create a more streamlined experience for homeowners. With so many tools required to manage roofing sales — from CRMs to measurement apps to visualizers — it's easy for things to get complicated fast. By bringing visualization and presentation together in one platform, the new Renoworks and Ingage integration shows how simplifying tech doesn't mean sacrificing functionality. Join Heidi and Alan to discover how connected tools can create stronger teams and a more cohesive sales journey for your customers, turning them into lifelong customers and word-of-mouth cheerleaders.    Learn more at RoofersCoffeeShop.com!  https://www.rooferscoffeeshop.com/     Are you a contractor looking for resources? Become an R-Club Member today! https://www.rooferscoffeeshop.com/rcs-club-sign-up     Sign up for the Week in Roofing!  https://www.rooferscoffeeshop.com/sign-up     Follow Us!   https://www.facebook.com/rooferscoffeeshop/   https://www.linkedin.com/company/rooferscoffeeshop-com   https://x.com/RoofCoffeeShop   https://www.instagram.com/rooferscoffeeshop/   https://www.youtube.com/channel/UCAQTC5U3FL9M-_wcRiEEyvw   https://www.pinterest.com/rcscom/   https://www.tiktok.com/@rooferscoffeeshop   https://www.rooferscoffeeshop.com/rss     #Ingage #IngageHQ #RoofersCoffeeShop #MetalCoffeeShop #AskARoofer #CoatingsCoffeeShop #RoofingProfessionals #RoofingContractors #RoofingIndustry 

Want more Realtor referrals as a Loan Officer without chasing, cold-calling, or paying for leads?Discover the proven Realtor referral system top mortgage professionals use to double Realtor partnerships and generate consistent mortgage leads:Go to: https://www.go.myagentclasses.comEpisode Summary:In this episode, we talk with Andrew Penner about the often-overlooked goldmine every loan officer already has: their past clients.We explore why so many lenders lose out on repeat business because they don't know when clients are ready to buy again, refinance, or invest.Andrew introduces Milo.ai, a platform that uses behavioral signals and deeply integrates with CRMs to help mortgage professionals stay top of mind without overburdening their time.The conversation also touches on maintaining authenticity in communications, balancing automation with the human touch, and preparing now for a likely surge in demand moving into 2025–2026.Learn More About MiloConnect With Andrew Double Your Agent Referrals With myAgent ClassesWatch the Video HereConnect With GeoffA Connect on InstagramS Connect on LinkedInK Subscribe on YouTubeSAY THANKS Leave a review on Apple PodcastsG Leave a rating on Spotify

Today's show answers the #1 question in Facebook roofing groups. Everyone has an opinion about CRMs, but who can you trust? Join Dave Sullivan, John DeLaurier, and their guest, Scott Tebay, as they tackle the big question: “What's the best CRM for roofers?”Scott Tebay is the owner/operator of Rainstoppers Roofing, and he's been in the construction industry for almost 20 years. Scott is committed to providing 5-star service to every customer by being professional, responsive, and courteous at every step of the roofing process. Scott hosts the Small Town Roofer Podcast and lives with his wife and two young sons in Marietta, Ohio. What you'll hear in this episode:Understand the WHY of a CRM in light of your entire sales processThe best question to ask: “What problems do I have that I need to solve with a piece of software?”What is a CRM—and why do I need one?What is most important in a CRM?The key that is missing in most CRMs is the communication tool that builds the know, like, and trust factor.Scott's perspective on eliminating company phones for his employeesAccountability for every single team member through a CRMJohn's perspective on the advantages of ProLine regarding speed to lead, customized proposals, and 5-star reviewsAutomated follow-ups let the customer know that you want to work with them. Automations work!Your CRM can help track your KPIs.Scott's take on how a CRM performs a sales manager role for his companyResources:Connect with Scott Tebay: Website, Email, and the Small Town Roofer PodcastResources:Free 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.