Podcasts about CRMS

Send us a textCRMs designed for the education sector, especially within public institutions and universities, must navigate a complex landscape of fragmented workflows and diverse stakeholders, from students and faculty to alumni and administrators. These organizations often require more than what traditional CRM systems can offer, particularly when managing academic programs, course operations, and dynamic communication channels. The complexity intensifies further with upstream processes like student recruitment and onboarding, which demand highly tailored workflows that generic CRMs frequently fail to accommodate. In this specialized environment, LeadSquared has positioned itself as a strong player with its education-centric CRM offerings. However, the real question lies in how well it measures up to competitors and whether it can truly meet the evolving needs of this multifaceted sector.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of LeadSquared's capabilities. We covered many grounds, including where LeadSquared might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of LeadSquared.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, Marcus speaks with Avner Baruch about the invisible costs of misalignment in go-to-market functions and why focusing on traditional sales metrics like ARR and conversion rates often misses the point. Avner shares his journey into sales enablement and how it led him to develop a methodology called Project Moneyball, which digs beneath surface metrics to uncover the real issues. By factoring in soft skills, time management, and process adoption, this approach helps teams identify problems much earlier, often during onboarding, rather than waiting months for reports to catch up. Key Themes Explored:

In this episode of SmartBug on Tap, “From Guesswork to Greatness: Paid Media in the AI Era,” we dive into how AI is transforming digital advertising—and what marketers need to know to stay competitive. Join Paul Schmidt, VP of Marketing at SmartBug, and Louis-Claude Martin, a seasoned paid media expert at SmartBug, as they unpack the real impact of AI on campaign strategy, targeting, and performance. From the power of first-party data to the evolving role of media managers, this episode reveals how to shift from manual guesswork to data-backed greatness in the age of AI.

A long-awaited integration is finally here! REDX and Wise Agent unite to simplify your lead-to-client process. In this podcast, Curtis Fenn and Brandon Wise dive deep into the impact of this partnership and the power of CRMs in today's real estate market.Here's what you will discover...• Why a CRM is more critical now than ever before• How the new REDX + Wise Agent integration works• Real-world tips for maximizing lead conversions with automationJump to these topics:

In this episode of Counsel to Counsel, Steve speaks with legal tech executive and former practicing attorney Ben Chiriboga, founding team member of Nexl, a legal CRM platform built specifically for law firms. Ben shares how Nexl is transforming how lawyers manage client relationships and streamline business development—and offers a candid look at his own journey from litigator to legal tech entrepreneur.

In this episode, host Matt Jones sits down with Erick Vargas, entrepreneur and co-founder of Followup CRM, for a deep dive into the world of customer relationship management (CRM) in the construction and trade industries. Kicking off the first podcast of 2025, Matt and Erick unpack the evolving role of CRMs—from their origins as lead and sales tools, to their vital importance in streamlining operations, improving communication, and scaling businesses.Erick shares his journey developing Followup CRM, a platform specifically designed for contractors that emerged out of real-world frustrations with generic software. Together, they explore the critical differences between CRMs, job management, and project management software, and discuss why so many businesses lose sales simply by failing to follow up with leads. With practical anecdotes, industry stats, and insights into integrating new tech, this episode is a must-listen for anyone looking to future-proof their trade business and build company value through smart systems and processes.Whether you're a business owner, salesperson, or just interested in construction technology, you'll find plenty of actionable takeaways on maximizing your pipeline, optimizing your team, and driving real growth.Listen to the video version of this podcast at https://youtu.be/2AChnrdchRs 00:00 "Streamlining CRM in Trade Biz06:19 "Importance of Persistent Follow-Up07:32 Maximize Follow-Up for Sales Success11:48 Instant On-Site Quoting Boosts Conversions13:37 "Improve, Don't Settle"20:24 "CRM's Impact on Construction Businesses"23:47 Transforming Knowledge into Scalable Systems25:39 Embracing and Adopting Technology30:03 "Team Collaboration Enhances Customer Success"Enjoyed the podcast? Take your trade business to the next level by incorporating AI! Don't get left behind—explore Tradie Hub at tradiehub.net. Discover game-changing AI solutions designed to boost efficiency and growth for trade businesses worldwide. Check it out today!  Enjoyed the podcast? Take your trade business to the next level by incorporating AI! Don't get left behind—explore Tradie Hub at tradiehub.net. Discover game-changing AI solutions designed to boost efficiency and growth for trade businesses worldwide. Check it out today!

What do construction sites and luxury vacations have in common? A lot more than you'd think! This episode explores the parallels between project management and travel advising with Curated by Cara founder and Travel + Leisure Rising Star, Cara Donleavy. Cara shares how her background managing multi-million dollar construction sites laid the foundation for her booming luxury travel business. From timelines and budgeting to risk management and client communication, she brings a project-based mindset to every itinerary she creates, ensuring each trip runs as seamlessly behind the scenes as it feels to her clients. Hear how she transitioned from part-time to full-time advisor, the systems and tools that keep her business running smoothly, and how she approaches budgeting, boundaries, and scaling with intention. Press play to learn why every trip deserves a project plan, and how that mindset can take your business to the next level! About Cara Donleavy: Cara is the founder and proud owner of Curated By Cara, a luxury travel company specializing in bespoke itinerary design. Since launching her business in 2022, she has been dedicated to crafting unforgettable experiences tailored to each traveler's unique style and preferences. Based in Boston, MA, Cara works with families, couples, and groups to curate dream vacations that are seamless, inspiring, and stress-free. At Curated By Cara, the mission is simple: take the stress out of travel planning and replace it with pure excitement. The team handles all the details—research, booking, and beyond—specializing in luxury accommodations and thoughtfully curated experiences you won't find just anywhere. curatedbycaratravel.com @curatedbycaratravel Today we will cover: (04:30) How project management laid the groundwork for a travel business (07:20) Applying timelines, budgets, and structure to luxury itineraries (19:40) Risk management in travel; planning for the unexpected (21:15) Cara's client communication process (28:25) Handling client pushback and setting expectations (33:50) Attracting and working with high-profile clients (36:10) Implementing boundaries (40:25) Recommended tools: CRMs, branding, and automation that support growth (42:45) Growing your team and building a scalable business (46:40) Balancing creativity and processes JOIN THE NICHE COMMUNITY An interactive membership for travel advisors wanting the community, education, & support to grow their business. VISIT THE TEMPLATE SHOP Create an enjoyable booking experience for every one of your travel clients. EXPLORE THE PROGRAMS Self-paced style courses for the modern travel advisor. FOLLOW ALONG ON INSTAGRAM @TiqueHQ

In this episode, Trey and Micah ask the question every producer eventually wrestles with:Does size really matter?We're talking book size, account revenue, floor-setting, and the mental games that come with chasing whales vs. stacking solid mid-market wins.Micah breaks down how he closed 7 clients in under 30 days—without landing a single “whale.” Meanwhile, a buddy of his who crushed year one is now scrambling after losing both his biggest accounts… to no fault of his own.You'll hear:The real risk of going whale-only (and why you need diversification)What a $100K month of mid-market wins looks likeHow to set your revenue floor—and when to raise itWhy big accounts don't always mean big serviceHow to use tools like Insurance Xdate to pre-qualifyWhy your ideal account size is relative to your goal (and your split)Plus: Micah returns to the golf course after a six-month layoff, goes full Jim Venetos, and drops an 84 after starting quad-double

In this powerhouse panel hosted by Faith Crosgrove and Alex Chrisman, real estate leaders Katie O'Keefe and Carlos Pichardo reveal the secrets behind building a thriving referral-based real estate business. From the value of community involvement to the role of CRMs, events, and digital tools, this episode is packed with actionable advice for agents at every stage. Whether you're new to the industry or ready to scale your brokerage, you'll learn exactly how to deepen relationships and keep referrals flowing.   What you'll learn from this episode Strategies to build trust through consistent client engagement and value-driven follow-up Why community involvement and charity events generate long-term referrals The art of asking for business without sounding salesy Tech tools, CRMs, and AI platforms that keep you top of mind How to future-proof your business in a rapidly changing real estate landscape   Resources mentioned in this episode Business Network International ChatGPT Homebot myhomeIQ Raving Fans by Ken Blanchard and Sheldon Bowles | Paperback and Hardcover The Millionaire Real Estate Agent by Gary Keller | Paperback and Kindle   About Katie O'KeefeKatie O'Keefe, owner and broker of Dream Realty, has been helping buyers and sellers achieve their real estate goals for over 20 years. With a passion for people and a deep understanding of the market, Katie specializes in making the buying or selling process enjoyable, empowering, and far less overwhelming. Her boutique approach allows for exceptional service and competitive commission rates, all while turning clients into lifelong friends.   About Carlos PichardoCarlos Pichardo is the broker-owner of CAP Real Estate in the DMV area, DC, Maryland, Virginia, and an expert in referral growth, client education, and first-time homebuyer programs. With a background in telecom and a strong reputation for service, Carlos has become the go-to agent for multigenerational families.   Connect with Katie Website: Dream Realty LinkedIn: Katie O Keefe   Connect with Carlos Website: CAP Real Estate, LLC LinkedIn: Carlos Pichardo   Connect With UsLove what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected. Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil Stop waiting on underwriter emails or callbacks—TitleGPT.ai gives you instant, reliable answers to your title questions. Whether it's underwriting, compliance, or tricky closings, the information you need is just a click away. No more delays—work smarter, close faster. Try it now at www.TitleGPT.ai. Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold calling—just real opportunities. Get started at AlltechNationalTitle.com. Extra hands without extra overhead—that's Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.

In this episode of RevOps Champions, Brendon Dennewill sits down with Torben Rytt, a leader well-known for his success at Siteimprove and now as the founder of Gainbox. Torben brings a unique background, having moved from Europe to Minneapolis driven by both personal and professional opportunities. With deep roots in building and scaling data-driven businesses, Torben's journey reflects his ongoing commitment to leveraging technology, curiosity, and ownership as core tenets of leadership.The discussion centers around the pivotal role of data in driving organizational growth and effective sales strategies. Torben explains how, at Siteimprove, deliberate data collection and operationalization made a significant difference, allowing his teams to continually refine their approach and set themselves apart from competitors. Both speakers underscore the importance of not just amassing data, but actually using it to inform decisions, shape company culture, and define ideal customer profiles (ICP). Torben shares how curiosity pushed his teams to seek out unique data points and patterns, going beyond industry basics to truly understand why some customers thrive while others churn.As the conversation evolves, Torben outlines how emerging technologies like AI are transforming CRM and sales operations. He describes Gainbox as the toolset he wishes he had earlier in his career—a scalable, AI-powered platform for uncovering actionable data signals and keeping CRMs efficient and up-to-date. The episode wraps up with advice for RevOps leaders: remain open to experimentation, make bold leadership decisions rooted in company values, and focus on intelligent, targeted outreach rather than generic, high-volume tactics. The result is a refreshingly practical perspective on preparing businesses for the next wave of technological innovation in revenue operations.Find more at revopschampions.com

Discover the $10K mistake every real estate investor should avoid and how to build a strategic investment portfolio that leads to generational wealth! In this episode of the REI Mastermind Network, Ryan Grafton shares his journey from DIY renovations to scaling multifamily assets and syndication deals. Learn about his most costly errors, the benefits of hiring a coach, and why mindset and accountability are crucial in real estate investing.Key takeaways from this inspiring and educational discussion:The importance of property inspections and avoiding costly surprises.How strategic renovations and leveraging the BRRRR method can grow your portfolio.Why coaching and mastermind groups are game-changers for real estate investors.Actionable insights on scaling your business with multifamily assets and syndication.Building systems like CRMs and hiring VAs to save time and boost efficiency.Connect with Ryan Grafton and follow his expertise at Grafton Capital on Instagram to learn more about leveraging real estate for generational wealth.

 Et si votre CRM devenait un véritable levier de croissance intelligente ? En 1 heure chrono, découvrez comment l'IA générative va transformer les vie des commerciaux, du marketing et du service client qui utilisent actuellement des CRM classiques. Que vous utilisiez Salesforce, Hubspot ou d'autres outils, vous repartirez avec des stratégies concrètes, des outils et des retours d'expérience pour : - Enrichir automatiquement vos données clients (secteurs d'activité, web scraping IA...). - Automatiser les tâches chronophages (prospection post-salon, rédaction d'emails…). - Personnaliser vos interactions à grande échelle grâce aux chatbots et à l'analyse prédictive. Prendre les bonnes décisions à l'analyse de données CRM mais aussi de sources externes. Nous vous présenterons des outils comme DUST, Breeze, Leexi, Mistral… Vous aurez à l'issue une boîte à outils pour passer à l'action dès demain. Au sommaire : 1️⃣ Quels sont les opportunités de l'intégration de l'IA Générative dans le CRM 2️⃣ L'IA au secours du CRM pour une meilleure prise de décision - Comment pallier les limites des CRMs traditionnels (ex. Salesforce) avec des outils externes ? - Enrichissement automatique du CRM avec Mistral / ChatGPT. - Exploiter les données publiques pour créer des fichier prospects qualifiés. - … 3️⃣ CRM + modules IA = vers une nouvelle efficacité ! - Les Chatbots IAG connectés au CRM - Le requêtage en langage naturel au service de la performance commerciale - La rédaction assistée par l'IA - La personnalisation des interactions - La production de contenus marketing. - La centralisation des données du CRM, de Notion, des Drives pour améliorer l'efficacité et la connaissance collective - La fin des tâches chronophages à faible valeur ajoutée pour les équipes (prise de notes…) 4️⃣ La prise de décision grâce à l'IA, focus sur les dirigeants Les nouveaux réflexes à adopter (diagnostic…) Les pièges à éviter (dépendance, surconfiance…) ✨ Avec la participation de : - Frédéric Canevet (ConseilsMarketing.com) : Expert en Growth Hacking & Marketing B2B. - Gabriel Dabi-Schwebel (1min30.com) : Pionnier du marketing & de l'intégration de l'IA dans le CRM 

“It's not just about moving from PBX to VoIP anymore. It's about delivering tools customers can't live without.” – Spencer Lee, CEO, Telin In this episode of Technology Reseller News, publisher Doug Green sits down with Spencer Lee, CEO of Telin, for an in-depth discussion on how Telin is redefining value for MSPs, resellers, and partners through its expanding App Store ecosystem. Founded in 1991 and now operating across Canada, the U.S., and Australia, Telin has long focused on providing its partners with best-of-breed unified communications solutions. But as customer demands have shifted beyond price and call quality, Telin has responded with a new mission: help partners reduce churn by delivering fast, integrated, and highly relevant services through its curated App Store. Lee explains how customer retention is no longer about lowering costs—it's about delivering the right integrations and tools, from CRMs to AI-enabled scheduling systems. Drawing on insights from a network of over 1,000 resellers, Telin has identified the true drivers of churn and is proactively adding pre-vetted applications to address them. Recent integrations include solutions like ServiceTitan and Zenoti, along with proprietary analytics dashboards and wallboards. Whether internally developed or brought in from mature third-party providers, all App Store offerings meet Telin's standards for performance, compliance, and usability. The result: resellers gain instant access to industry-specific solutions that can help them pivot into new verticals with confidence and speed. “We want our partners to focus on what they do best—delivering excellent customer service,” said Lee. “We'll take care of the backend, integrations, and infrastructure.” Lee also shares how Telin's App Store strategy reflects a broader trend across the UC and CC landscape: moving beyond voice to value. The tools now define the offering, not just the phone system. Partners who deliver integrated, business-advancing solutions—rather than just voice savings—can command better margins and enjoy deeper customer loyalty. To learn more about Telin and its App Store, visit: https://telin.com.

Welcome to another power-packed episode of the FinTech Hunting Podcast, hosted by Michael Hammond!In this episode, we're joined by Nick Belenky, Managing Director of Solution Sales, and Matt Dowd, VP of Product Management at ICE Mortgage Technology, two of the brightest minds reshaping the mortgage tech space. If you're a lender, LO, or fintech leader navigating today's volatile market—this is the strategic blueprint you've been waiting for.

Send us a textCRM systems generally center around four main suites—sales, marketing, customer service, and field service—often enhanced by contact center capabilities, though smaller platforms may streamline their offerings to focus primarily on marketing and lead generation. While enterprise-grade CRMs tend to offer robust, native support for complex features like CPQ and subscription management, smaller solutions often rely on third-party integrations to meet industry-specific needs. In this context, Keap stands out as a CRM designed specifically for small businesses, prioritizing simplicity, marketing automation, and affordability over extensive transactional or field service functionalities. Its position in the CRM landscape reflects a clear trade-off: it may lack the depth of enterprise tools, but excels in providing an accessible, all-in-one solution for small teams aiming to streamline customer engagement and growth.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Keap's capabilities. We covered many grounds including where Keap might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Keap.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.

Let's dive deep into how healthcare organizations can leverage HubSpot to modernize their marketing, sales, and service operations while staying compliant with ever-evolving healthcare regulations, including HIPAA. Join SmartBug HubSpot experts Paul Schmidt and Casey Peddicord as they explore: ✅ Why more healthcare orgs are adopting HubSpot now than ever before ✅ What HubSpot's HIPAA compliance means for storing PHI and building forms ✅ Real-world examples from medical device companies, vein clinics, and more ✅ How healthcare CRMs integrate with EHR/EMR systems like Epic and Athena ✅ What to look for in a HubSpot partner (including compliance credentials) ✅ Implementation timelines, permissioning best practices, and success metrics Whether you're a marketing leader, IT stakeholder, or operations exec in healthcare, this conversation is packed with insights on how to reduce tool sprawl, improve visibility, and scale securely with HubSpot.

In this episode, David and Steve sit down with Davis Howatt-Lambert, VP of Marketing at Jonas Hospitality, to unpack how technology and human connection can co-exist in the future of hospitality. Davis shares his career journey from political science to hospitality tech, his love of golf and rock climbing, and how growing up in Edmonton shaped his leadership style.They explore Jonas Hospitality's unique "buy and hold" model, the evolution of guest experience through personalization and data, and why CDPs (Customer Data Platforms) might soon outshine CRMs. From AI and automation to personalized spa itineraries and self-service kiosks, Davis breaks down how hotels can enhance efficiency without losing the soul of hospitality.Tune in to learn:The real difference between AI hype and AI value in hotelsHow Jonas Hospitality is creating a best-of-both-worlds platformWhy personalization isn't a luxury—it's the new standardWhat hotels can do today to set better guest expectations tomorrowWatch the FULL EPISODE on YouTube: https://youtu.be/5x3NCfFP53QThis episode is sponsored by Jonas Hospitality: https://www.jonashospitality.com/Join the conversation on today's episode on The Modern Hotelier LinkedIn pageThe Modern Hotelier is produced, edited, and published by Make More MediaLinks:Davis on LinkedIn: https://www.linkedin.com/in/davis-howatt-lambert-a13966a8/Jonas Hospitality: https://www.jonashospitality.com/For full show notes head to: https://themodernhotelier.com/episode/157Follow on LinkedIn: https://www.linkedin.com/company/the-...Connect with Steve and David:Steve: https://www.linkedin.com/in/%F0%9F%8E...David: https://www.linkedin.com/in/david-mil.

Send Rita a text with your thoughts!Get access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776Join us at Summer Camp at Sea: https://summercampatsea.comSign up for the 3rd Annual Travel Tech Audio Summit: https://takethehelm.thrivecart.com/travel-tech-audio-summit/Ever wondered what tech tools could actually make your life easier as a travel advisor in 2025? I'm sharing some snippets from this year's Travel Tech Audio Summit featuring seven incredible technologies! From marketing platforms that do the heavy lifting to CRMs that just make sense, virtual reality site inspections, and AI booking tools that capture revenue you might be missing. These tech tools are perfect for keeping your momentum going while creating amazing experiences for your clients.Special thank you to our Summit Featured Speakers:Nikita France, Founder at Travel Agent CollectiveTim Evans and Krystal Aziz, CEO and VP of Operations at TrazelAkiva Reich, Co-Founder and CEO at Feeel VRArman Bimatov, Co-Founder and CEO at TravelWitsBenoit Cerceau, CEO at OnSpot Travel SolutionsAndrew C. Fowers, CEO & Co-Founder at Shaka GuideReid Williams, Founder at CruisenQuestions this episode answers:How can travel advisors use AI booking platforms to increase revenue? What technology tools help travel advisors stand out from competitors in 2025? How can travel advisors leverage technology to scale their business? How are travel tech tools changing the travel advisor business model?Enjoy (and take action)!---------------------------------------------------------------Check out EVERYTHING I offer to support your travel business journey: https://strategictravelentrepreneurpodcast.com/everything/Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com

I talked with an implementation consultant about how to best leverage your law firm CRM.   Episode Highlights 03:32 - Wendy Wylde's approach to problem-solving. 05:26 - Transition from Lawmatics to independence. 06:33 - From chemistry teacher to legal tech consultant. 09:36 - Importance of starting with simple automations. 11:02 - Overcoming resistance to automation in law firms. 13:47 - Documenting processes for a predictable outcome. 16:46 - The significance of CRMs for law firms. 19:04 - Using data for better firm reporting. 21:40 - Business versus legal-specific CRMs. 23:35 - Standard operating procedures as business assets. 25:05 - Potential AI innovations in CRMs. Episode Resources Connect with Jared Correia jared@redcavelegal.com  https://redcavelegal.com/  https://www.linkedin.com/in/jaredcorreia  https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/  Connect with Wendy Wylde https://www.linkedin.com/in/wendy-wylde/  https://matterflowadvisors.com/   

In this episode of The Note Closer Show, we dive deep into the best practices for reaching out to asset managers and how to distinguish yourself from the competition. Learn how to craft a professional image, avoid common pitfalls, and build credibility. We also share insights on the importance of a strong online presence, including LinkedIn and email marketing strategies.Key Topics Covered:Identifying Joker Brokers: Learn how to spot illegitimate contacts and avoid wasting time on unproductive leads.Building a Professional Image: Tips on creating a professional LinkedIn profile, email account, and website.Effective Outreach Strategies: How to use CRMs and email blasts to reach asset managers, plus the importance of follow-up.Passing the "Smell Test": Ensuring you and your contacts appear legitimate and trustworthy through online presence and background checks.Leveraging Social Media: The importance of consistent posting and updating profiles with relevant content like articles, case studies, and property pictures.Networking and Due Diligence: How to research potential contacts and verify their credentials to ensure they are serious buyers or sellers.The Importance of a Clean Online Presence: Get rid of messy stuff. Clean up the emails and make sure everything looks professional.This episode provides actionable advice for note investors and real estate professionals looking to improve their outreach and establish themselves as credible players in the industry. Whether you're just starting out or looking to refine your strategies, this episode is packed with valuable insights.Watch the original VIDEO HERE!Book a call with SCOTT HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

In this episode of Listing Bits, Greg Robertson sits down with Ben Kinney, CEO and co-founder of Place, to talk about Place's acquisition of Remine, how Ben built his PropTech empire from the ground up, and what's next for the platform. Ben shares his personal journey from growing up in rural Washington to building a half-billion-dollar business, and lays out his vision for supporting agents, MLSs, and consumers through technology, services, and long-term stability. Key Takeaways Place Acquires Remine – Ben shares why his team bought Remine out of bankruptcy, what they plan to do with the platform, and how MLSs can expect immediate support. A Business Built for Agents – Place focuses on helping top teams across brokerages run more profitable and efficient businesses without trying to replace brokers or compete with their models. Three Keys to Product Adoption – Ben breaks down his framework for driving usage: show users how, show them why, and show them others who've succeeded. From CRM to Services – Place provides agents with everything from CRMs and marketing tools to bookkeeping, HR, title services, and even AI-powered handwritten notes. CCP and Cooperation – Ben shares his views on Clear Cooperation and listing exclusivity, emphasizing transparency, consumer benefit, and the importance of cooperation. Long-Term Vision – Ben discusses Place's public company aspirations, upcoming acquisitions, and consumer-focused services like moving support—all while keeping control of the business. Links Place.com https://place.com Active Rain https://activerain.com Mom's “No Bake” Cookie recipe 1 stick of butter 2 c sugar 1/4 c cocoa powder 1/2 c milk 3 c oatmeal 1/2 c crunchy peanut butter 1 tsp vanilla Stir butter, sugar, cocoa, milk in saucepan until boil. Boil at low for 2 mins. Remove from heat and add in oatmeal, peanut butter, vanilla.   WAV Group Interview: Meet Ben Kinney and Chris Suarez of Place – new owners of Remine - https://www.wavgroup.com/2025/04/22/meet-ben-kinney-and-chris-suarez-of-place-new-owners-of-remine/ Our Sponsors Trackxi – Real Estate's #1 Deal Tracking Software Giant Steps Job Board – Where ORE gets hired Production and editing services by: Sunbound Studios

In this episode of Ignite, marketing expert Kelly Green joins Cardinal CEO Alex Membrillo to dive into the evolving landscape of healthcare marketing, focusing on why keeping patients engaged and loyal is just as important as attracting new ones. The discussion highlights the critical role of CRM and CDP systems in managing patient data and building long-term patient loyalty. By aligning marketing strategies with operational goals, marketers can improve patient engagement and retention, ultimately driving business success. This episode encourages marketers to embrace adaptability, leverage technology, and foster strategic partnerships across various business functions to better meet patient needs and deliver a stronger overall experience.   RELATED RESOURCES Connect with Kelly - https://www.linkedin.com/in/kelly-green-a730b17/ What is a Patient Journey? Examples to Grow Your Practice - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/what-is-a-patient-journey-grow-your-practice/ Marketing + Operations: Why Total Alignment is Vital to Growth - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/healthcare-marketing-operations-alignment/ Privacy First: Marketing Technologies That Prioritize HIPAA Compliance - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/hipaa-compliant-martech/

In this episode, Dave and Jamison answer these questions: I work for a B2C fintech startup as a senior engineer. Our onboarding funnel has a lot of moving parts due to regulatory compliance and a litany of requirements from various parts of the business. As a startup, we also live and die by optimizing for and demonstrating growth, so we need to gather data from our product and pipe it to various analytics platforms. Finally, we need to offer customer support for high-touch edge cases. All of this is connected together in a very patchwork way between our own code and various secondary and tertiary systems (CRMs, CDPs, data warehouses, etc). I am torn between two ideas. One is that we may very well be doing something “state of the art” in terms of integrating all of this together. The other is that we are engaging in wheel reinvention on a massive and incredibly wasteful scale. I have no way of knowing though, because I am having such a hard time finding holistic accounts from anyone who has done something like this. My gut says that this is something dozens, if not hundreds of companies have had to build at some point, but I don't know where to find people talking about it. How do I find documented, real-world case studies for how to build a complete package like this? Everything resource I can find online is a myopic, narrow slice of the entire pie focused on only one aspect of the problem. No one is talking about how you integrate e.g. a sane and scalable analytics stack with a fast evolving product. All they want to talk about is how to make a “webscale backend” or “do growth hacking” while assuming someone else is going to draw the rest of the owl. Where do I go to find these people or these resources? Maybe these constitute some form of “trade secrets” - does anyone even want to give this information up freely? If my higher-ups saw me go outside the company for resources, would _they_ think I'm leaking important secret sauce? Sorry that got so long. I love the show! Keep being awesome. I've been at my company for about four years, and I'm currently a senior engineer. When I first joined as a mid-level engineer, there was a certain tech lead who wasn't exactly known for his warm personality. On my very first day, I joined a Zoom call and witnessed him verbally berating someone. This type of behavior was fairly common at the time and earned him quite the reputation as a jerk, though thankfully it became less frequent over the years. Fast forward to today, and he's genuinely transformed. The intensity has dialed way down; he's now approachable, supportive, and even recently earned a promotion to engineering manager. It's honestly been impressive to watch. We have a friendly relationship, and I'd like to acknowledge his growth because I genuinely admire it. But here's the catch: How do I, as someone junior to him, respectfully bring this up without accidentally implying, “Hey, congrats on no longer scaring everyone at work”?

Join the Imagen Community on Facebook to continue the discussions between episodes.In this episode of Workflows, Scott Wyden Kivowitz welcomes Chip Dizárd, an accomplished photographer known for his seamless transition from wedding to corporate photography, including exciting ventures like shooting at the White House.Chip Dizárd is a photographer and serial entrepreneur who teaches creative entrepreneurs the secrets to growing their businesses. He teaches skills to thrive in business through educational videos, in-depth training, mentoring programs, consulting, and educating groups through public speaking. Chip has mastered social media marketing, positive engagement, and how to turn inquiries into life-long client relationships. He provides top-quality brand and headshot photography and audio/visual services to his corporate and non-profit clients. Chip is excited to help the developing, seasoned creatives take their business and brand to the next level.Chip Dizárd shares his journey from wedding photographer to corporate and headshot specialist, his experiences photographing high-profile events, and his trusted strategies for managing an expanding portfolio using tools like Imagen and 17 Hats. Dive into insights on everything from efficient photography workflows to the importance of CRM in nurturing client relationships and boosting business efficiency."Being intentional about your work and relationships is key to growing as a photographer."Resources17 HatsHoneyBookChatGPTWhy You Should ListenGet inspired by Chip Dizárd's journey from weddings to corporate photography.Learn how to effectively manage a photography business with CRMs.Hear strategies for high-pressure photography environments.Discover the power of AI in streamlining your photography workflow.Understand the vital role of relationships and client communication in growing your business.Tune in to the Workflows podcast and discover how Chip Dizárd leverages technology and relationships to enhance his photography business while offering practical advice for photographers seeking to optimize their workflows.(00:00) - Chip Dizard (00:32) - White House Photography Experience (03:42) - Managing High Volume Shoots (07:11) - Importance of CRM in Photography Business (14:07) - Balancing Corporate and Wedding Photography (15:37) - Struggles with Batch Emails (21:18) - Time-Saving Tips for Photographers (28:08) - Capturing Meaningful Moments

AI agents aren't coming for recruiting. They're already here - and they don't care how many reqs you filled last quarter. In this episode, Tim Sackett sits down with Jason Roberts, SVP of Tech & Analytics at Cielo, to break down what AI is actually doing inside RPOs and staffing firms - and why the old recruiting playbook is about to get torched. From sourcing automation that 5x's recruiter output to building a fully operational AI agent of yourself, Jason pulls back the curtain on the tools reshaping talent acquisition in real-time. They talk agentic workflows, how execs are chasing 50% AI-driven recruiting models, and why most CRMs still suck. The future of recruiting isn't theoretical - it's operational. And if you think your job's safe because you "build relationships"? Think again. Connect with Us: Jason Roberts Follow Jason on LinkedIn: linkedin.com/in/jasrober Learn more about Cielo: cielotalent.com   Tim Sackett Follow Tim on LinkedIn: linkedin.com/in/timsackett Visit Tim's website: hrutech.com Read Tim's Blog: ⁠https://timsackett.com/

In this podcast episode, we explore how to maximize real estate deals in 2025 by leveraging CRMs, generating referrals, and increasing client conversions. We share actionable tips on client follow-up, organizing and working your CRM, tracking lead activity, and staying proactive throughout the process."80% of sales require five follow-ups, yet 44% of agents give up after just one." – Marketing DonutReferrals are powerful in real estate. When combined with consistent CRM engagement and timely follow-up, they help build credibility, deepen client relationships, and increase the likelihood of closing more transactions.Bobby TigheAtrium Realty LLCRobert_Tighe@AtriumRealty.comhttps://linktr.ee/bobbytighe

Bridgett Baldwin joins Jason Cassity and The Broke Agent to discuss May content Ideas and a detailed review of Bridgett's IG profile.

#375 In part three of the four-part series we focus on the critical role of CRM (Customer Relationship Management) tools and technologies in sales. Guest Sean O'Shaughnessy discusses the importance of leveraging CRM systems for improving internal business operations and managing customer relationships. The episode covers how CRMs help in making data-driven sales decisions, the necessity of integrating email and social selling strategies with CRM, and the invaluable role of such technologies in maintaining efficient communication and service to customers. The conversation also touches upon the versatility of CRM systems in managing prospects, leads, and ensuring consistent engagement through methods like email marketing and personalized contact strategies. (Original Air Date - 4/3/24) What we discuss with Sean: + Introduction to CRM and Its Importance + Advanced CRM Features: Email Integration and AI Tools + Maximizing Productivity with CRM: A Personal Experience + The Future of Sales: Embracing CRM and Technological Advances + Unlocking Data-Driven Sales Decisions + Exploring Industry-Specific Sales Strategies + Maximizing CRM for Customer Engagement + Leveraging Social Media and Email Marketing + Personalizing Customer Connections with Technology + Choosing the Right CRM for Your Business Be sure to come back for part 4. And make sure to check out parts 1-2 if you missed any of the previous episodes! Thank you, Sean! To connect with Sean on Linkedin, click here. To check out Sean's website, click here. For more information go to MillionaireUniversity.com To get access to our FREE Business Training course go to MillionaireUniversity.com/training. And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textMarketing automation and core CRM systems, though often linked, are fundamentally distinct in design and purpose. Marketing automation is tailored for upstream business processes that involve unstructured data and require seamless integration with multiple systems to drive engagement and lead generation. In contrast, core CRM systems are built to support downstream Revenue Operations with highly transactional workflows, necessitating a structured data model capable of capturing complex business hierarchies. However, even the most advanced CRMs often fall short in supporting the intricate, ad-hoc relationships found in industries like real estate or non-profits, where flexibility and nuanced relationship management are critical.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of HubSpot's capabilities. We covered many grounds, including where HubSpot might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of HubSpot.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 of Seven Figures or Bust, we take a comprehensive look into Customer Relationship Management (CRM) systems and their pivotal role in scaling a successful sales operation. From lead organization and task automation to data-driven decision-making, we explore how the right CRM can streamline your workflow and significantly improve conversion rates. Whether you're evaluating platforms or optimizing your current setup, this deep dive offers strategic insights to help you close more deals with greater efficiency.

Send us a textIn this episode of The MLO Project, Frazier and Michael break down why HighLevel is hands down the best CRM platform for loan officers today.They dive into the powerful features that make HighLevel a game-changer, from its scalability for growing teams to its flexibility with tech integrations. Sharing real-world insights from their own experiences, they show how HighLevel streamlines operations, elevates marketing, and drives serious cost savings.Thinking about making the switch? They also offer key advice: don't go it alone—leveraging agency support is critical to unlock everything HighLevel can do for your business.Hit play and find out why HighLevel isn't just another CRM—it's a full-blown growth engine.TakeawaysThe platform offers extensive marketing and communication tools.Loan officers should avoid using HighLevel alone without support.HighLevel is easier to use than other CRMs like Salesforce.The platform integrates various marketing tools into one system.HighLevel's community support is unmatched in the mortgage industry.High Level allows for significant cost savings compared to traditional CRMs.Join our HighLevel Facebook GroupTMP is presented by: Empower LOConnect with us at mloproject@empowerlo.com

Welcome to episode 276 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Hamid Kohan, founder of Law Practice AI.   Hamid is an experienced entrepreneur with a diverse background in technology and law. He earned his engineering degree at 17 from Chico State University and was quickly recruited to Silicon Valley, working for prominent companies. By 21, he completed an MBA in business marketing, propelling his career in business and technology. Hamid was integral in developing the world's first laptop at Grid Systems and later worked at SUN Microsystems, helping the company grow from 200 to 13,000 employees. He also held senior positions at Hitachi and Tandem Computers, directing business and technology development. In 1999, Hamid became Division President of Emblazed Technology, where he led the company to a 300% growth and a $1 billion valuation in just one year. In 2004, he co-founded CAPLUCK Inc., launching Cap60, a data management system provider recognized as the largest service provider for nonprofits in the U.S. In 2016, Hamid entered the legal field by founding Law Practice AI (formerly Legal Soft Inc.) offering practice management solutions for law firms. Under his leadership, Law Practice AI grew rapidly, helping firms expand across the U.S. Hamid's expertise in law firm management has made him a sought-after speaker and author of three books, including How to Scale Your Stupid Law Firm. His practical approach has made him a respected figure in legal practice management. What you'll learn about in this episode:   1. Client Follow-up and Communication: - Law Practice AI streamlines client follow-up processes through automated calls, texts, and emails, allowing for personalized sequences and efficient communication. - The AI technology collects and analyzes documents in real-time, providing immediate feedback and facilitating document collection during client interactions. 2. Document Summarization and Organization: - Law Practice AI offers document summarization and analysis, enabling the rapid processing of large volumes of documents, such as medical records, in under five minutes. - The platform allows for easy organization and filing of documents, enhancing client file management and workflow efficiency. 3. Centralized AI Solutions for Legal Operations: - Centralized AI solutions like Law Practice AI aim to simplify legal operations by integrating with CRMs to automate data management, calendaring, and client interactions. - Virtual staff integration alongside AI tools presents a strategic approach to scaling law firms efficiently and cost-effectively. 4. Simplified Tech Environment: - Law firms benefit from a centralized tech environment provided by platforms like Law Practice AI, avoiding the need to navigate multiple systems for different tasks. - Future versions of Law Practice AI feature API integrations with CRMs to automate matter opening, data storage, calendaring, and flag-setting processes. 5. Intake AI and Client Communication: - Intake AI technology addresses challenges in client communication by providing a seamless experience, including quick escalation to live agents for high-value cases. - Law Practice AI differentiates itself by offering personalized and efficient intake processes tailored to the legal industry's unique needs and complexities.   Resources:  Website http://www.mylawfirm.ai/ Facebook https://www.facebook.com/people/Law-Practice-AI/61556510846445/ Twitter https://x.com/LawPracticeAI LinkedIn https://www.linkedin.com/company/law-practice-ai/ Additional Resources:    https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

“We're not just building AI for call centers — we're building AI with call centers in mind.” — Justin Massey, Relay Hawk At the vCon Spring 2025 Conference, Justin Massey of Relay Hawk brought both a technologist's vision and a contact center veteran's intuition to the main stage. In a conversation with Technology Reseller News publisher Doug Green, Massey unpacked how his team is building next-generation AI voice agents — with human-first design and real-world BPO pain points at the forefront. Contact Center Roots, Tech-Forward Vision Massey isn't your typical AI founder. With a family background spanning nearly five decades in call center operations, he was answering phones at 16 to fuel his Ford Explorer. “Some people theorize about customer experience. I lived it,” he shared. That lived experience directly informs Relay Hawk's core solution: AI agents that know when to get out of the way. When the AI hits a wall, Relay Hawk's "escape hatch" hands the conversation off to a live agent — armed with the full context, so customers don't have to repeat themselves. AI Meets Authentication One of the major challenges in today's communication landscape? Verifying identity without collecting sensitive information. Massey proposes a modern approach: linking voice calls to identity providers like Google or Microsoft, much like how we authenticate via email or social platforms. “Why not use that same concept for phone calls?” he asked. Instead of collecting sensitive data during a call — a liability for BPOs — customers could validate via external credentials and receive a verified claim. Tackling “Dependency Problems” in AI Integration Relay Hawk is also focused on solving integration hurdles — what Massey called “dependency problems.” “Everyone wants their AI to plug into CRMs, ticketing platforms, schedulers — but every API is different,” he said. The goal: simplify third-party integration and leverage protocols like MCP to make AI deployment more seamless. Warning: Transcription May Be Hazardous to Your AI Another overlooked challenge: bad transcription = bad data = bad AI. Massey highlighted that many call recordings are mono, making it hard to distinguish between caller and agent. RelayHawk recommends stereo recordings, ensuring the data feeding AI engines is clean, clear, and actionable. “If your transcription is off, your entire AI analysis goes off the rails.” Relay Hawk Is Looking for Design Partners Still in its early stages, Relay Hawk is working with design partners to refine its offering. “If you're an early adopter and want to help shape a solution that actually works for your use case — we want to talk,” Massey said. Learn more: RelayHawk.com or find them on LinkedIn by searching RelayHawk #AIinCallCenters #VoiceAI #RelayHawk #vCon2025 #ContactCenterTech #IdentityValidation #TranscriptionAI #CXInnovation #BPOsolutions #CallCenterAutomation #ConversationalAI #DougGreen #TechnologyResellerNews

Can a single relationship reshape your business, your faith, and your future all at once?   In this episode, Hunter Hensley, co-founder of Simple Check and Free Life Funding, to explore how one introduction can set off a series of life-changing events. Hunter's story begins in the world of blue-collar work and ends with building a fintech product that's transforming the coaching and dental industries. Along the way, he shares how a single connection led to meeting his wife, rekindling his faith, and creating a company that helps businesses filter for financially qualified leads with a soft credit check. Through it all, Hunter highlights the significance of relationships, from his business partner to his father—and how these ties have shaped everything.     [00:01 – 05:20] Paint Brushes to Purpose The importance of recognizing hidden opportunity in unexpected places How a Facebook ad rerouted Hunter's entire career path Why being open to new skills can fast-track major career pivots   [05:21 - 10:30] From Sales Rep to Partner The significance of mentorship and working closely with experienced leaders Investing long hours in a startup laid the foundation for long-term equity Why alignment in vision and trust can lead to unexpected partnerships   [10:31 - 15:44] Solving a $100K Problem with Simple Check How understanding the gap in dental financing led to product development The importance of using data to reduce friction in the sales process Why soft credit checks improve customer experience and practice revenue   [15:45 - 20:00] The Impact of Data-Driven Sales Strategy How integrating credit data into CRMs increased sales close rates Why unqualified leads drain resources—and how to filter them out The significance of using backend data to optimize ad performance   [20:01 - 24:51] The Relationship That Changed Everything How Hunter's business partner led him to faith, a spouse, and stability The need to acknowledge the unseen impact of relational investments What it means to build a life, not just a company, on strong connections     Connect with Hunter:   Website: https://simplecheck.com   LinkedIn: https://www.linkedin.com/in/hunter-hensley-172abb20b   Facebook: https://www.facebook.com/hunter.hensley.10       Key Quotes:   “It's more about who you know at this point than what you know.” - Hunter Hensley   “We lost our lender overnight—that was 70% of our revenue gone. Relationships gave us a path forward.” - Hunter Hensley       Thanks for tuning in!   If you liked my show, please LEAVE A 5-STAR REVIEW, like, and subscribe!    Find me on the following streaming platforms:   Apple Spotify Google Podcasts IHeart Radio Stitcher

In the latest episode of the Millionaire Car Salesman Podcast, hosts Sean V. Bradley and LA Williams explore the transformative role of Customer Relationship Management (CRM) systems in the automotive industry alongside Greg Becker, Chief Product Officer at NCC / ProMax.  "CRM fatigue is running rampant in the industry, but there's a smarter way to sell cars." With an authentic background in both dealership management and technology, Greg offers practical insights into leveraging CRM tools to enhance customer engagement and maximize dealership profitability. This episode is particularly pertinent given the current concerns within the industry regarding tariffs and their potential impact on pricing, inventory, and dealership operations. “You can't put a price tag on experience... CRM is the centralized hub of the repository where the data is." The conversation delves deep into how dealerships can utilize CRM systems like NCC Promax Complete CRM to streamline operations and cut through the clutter of outdated practices. Highlighting the impact of tariffs, Greg discusses proactive strategies dealerships can adopt, such as focusing on inventory acquisition and leveraging service department interactions.  "The beautiful part about this is most of the customers have done 50% of the work; they're already scheduled." With an eye on future-proofing dealership operations through AI advancements and tailored CRM solutions, this episode equips listeners with actionable strategies to navigate and thrive amidst industry challenges.   Key Takeaways ✅ CRM as Central Hub: Greg emphasizes CRM's role as a central hub for managing ongoing customer relationships from sales to service. ✅ Service Department Focus: Encourage dealerships to utilize their service departments as a key asset in generating leads and acquiring inventory. ✅ AI Integration: The potential of AI, including video messaging and advanced data analytics, is highlighted as a tool to enhance dealership efficiency. ✅ Actionable Insights: Greg provides detailed strategies for tapping into existing dealership data to create tailored, impactful customer campaigns. ✅ Resilience in the Face of Tariffs: Despite economic uncertainties, adopting a proactive, data-driven approach can help dealerships maintain profitability.   About Greg Becker Greg Becker is the Chief Product Officer at NCC / ProMax, where he leads the design and innovation of dealership software solutions. With a background in managing BDCs and working in automotive retail since 2000, Greg's expertise lies in dealership operations and CRM technology. His journey from retail experience to becoming a tech leader in the automotive space makes him a valuable voice in discussions about dealership software and strategy!   The Future of Automotive CRM: Navigating Tariffs and Maximizing Customer Relationships Key Takeaways CRM Customization is Crucial: Automotive dealerships must invest in their CRM systems, utilizing insights from seasoned professionals like Greg Becker to truly capitalize on their customer database and streamline operations. Adapting to Tariff Induced Changes: With impending tariffs, dealerships need proactive strategies to adapt and thrive, including leveraging CRM tools for better financial foresight and customer relations. Utilizing AI and Technological Innovations: The automotive industry can benefit significantly from integrating advanced AI solutions within their CRMs, improving lead management and customer engagement.   Navigating Tariffs and Their Impact on the Automotive Industry Businesses across the globe are buzzing with concerns over tariffs and their potential repercussions. As Sean V. Bradley insightfully points out, "Fear and uncertainty breeds chaos… People are consuming fear." The automotive industry is no exception, facing the dual challenges of increasing vehicle prices and an anxious consumer base. The key to overcoming these hurdles lies in adapting existing practices and embracing change. The first step is acknowledging that tariffs may indeed lead to skyrocketed costs of vehicles and parts, affecting both import and floor plan expenses. Sean accurately assesses that fear-induced actions, akin to Florida's hurricane preparations or the pandemic's toilet paper rush, could lead to unnecessary chaos. Instead, dealerships should direct their focus towards controllable elements such as refining sales strategies and maximizing their existing assets. Greg Becker, an industry veteran, highlights the industry's resilience and adaptability. "The automotive industry is one of the most resilient… it's here," he states, underlining the importance of proactive strategies. By revisiting existing client interactions and utilizing CRM systems effectively, dealerships can tap into previously missed opportunities. Revisiting leads from the previous week could uncover potential sales amidst the tariff turmoil, ensuring a steady customer flow. Focus should also be redirected to used cars with vehicle acquisition strategies and engaging with past clients through innovative campaigns.   CRM Customization: A Game-Changer for Dealerships In an ever-evolving market landscape, customizing CRM systems akin to NCC's Complete CRM can be a pivotal differentiator. With years of hands-on experience in the automotive industry, Greg Becker underscores the importance of a customized CRM solution that resonates with the dealership's culture. "We create solutions from a different perspective… a big difference between providing technology solutions and people solutions," Greg articulates. By tailoring CRM settings to replicate a dealership's internal culture and operations, automotive enterprises can enhance user adoption and efficiency. This encompasses everything from allowing personalization in system navigation to meaningful data segmentation strategies. Promax, spearheaded by Greg, shines as an exemplar by offering dashboards tailor-made for diverse roles, streamlining task management and bolstering productivity. This bespoke approach in CRM enables users to land on fully customized environments conducive to their daily operations, eliminating friction and optimizing work processes. Greg aptly notes, "If they can't get to it quick, they're going to bow out," emphasizing the crucial role of ease and efficiency. Such an integrated, user-friendly approach not only boosts individual productivity but ultimately amplifies the dealership's overall operational efficacy.   Embracing Artificial Intelligence for Enhanced Lead Management Artificial intelligence is reshaping industries, and within the automotive sector, its integration within CRM systems holds immense promise. AI-driven data mining and predictive analytics offer dealerships the power to refine their lead management actions, drawing insights from CRM data seamlessly. As Greg shares, "We leverage AI… from a recommendation perspective," signifying the role of intelligence in refining dealership offerings. Further blending AI with CRM, as suggested by Sean, opens the possibilities for revolutionizing customer communication through automated video messages. These AI-generated communications can play a pivotal role in promotional strategies and maintaining customer retention amid the tariff blues. By adopting advanced AI solutions that align cohesively with CRM frameworks, dealerships can bolster customer interaction and streamline conversions. Moreover, such AI tools provide laser-sharp focus in understanding customer temperament and preferences, paving the way to more personalized, successful negotiations that benefit both dealerships and customers. As dealerships explore and invest in these intelligent solutions, they step towards a future that is not only efficient but also customer-centric.   Maximizing Customer Relationships in Uncertain Times A dealership's current customer database holds incredible potential. In a world filled with uncertainty, whether due to tariffs or economic shifts, nurturing these relationships can provide a valuable buffer. As Greg Becker elucidates, "An average CRM database has 10,000 customers… that's a $10 million investment." Dealers should capitalize on this investment, targeting tailored, data-driven campaigns for existing clientele that could lead to profitable returns. To mine this gold, dealerships must look beyond the notion of direct sales investment, placing substantial effort into forging and sustaining long-term customer relationships. By aligning marketing campaigns through CRM insights directly with customer proclivities, dealerships will not only reinforce current relationships but also foster opportunities for referrals and repeat business. Investing in CRM customization and AI solutions ensures a flexible framework that adapts to changing market dynamics and transcends anticipated challenges. The implementation of efficient data segmentation, through integrated AI analysis, allows dealerships to revitalize engagement strategies and maintain consumer trust and loyalty during pressing times. In these challenging times for the automotive sector, industry professionals like Greg Becker and Sean V. Bradley provide valuable insights into utilizing customer relationship management systems to navigate the upheavals convincingly. By integrating technological innovation, fostering existing relationships, and understanding market dynamics, dealerships can endure and thrive amidst any industry hurdles, truly cementing their position in the future battleground of automotive sales.       Resources: Podium: Discover how Podium's innovative AI technology can unlock unparalleled efficiency and drive your dealership's sales to new heights. Visit www.podium.com/mcs to learn more!   NCC: Credit-Driven Retailing - NCC delivers industry-best credit-driven retailing for auto dealerships, combining a powerful credit and compliance engine and fully integrated CRM/Desking platform for maximum profitability. Visit www.nccdirect.com/dealer-synergy to learn more!   Complete CRM: Complete CRM is a streamlined, all-in-one system that simplifies your dealership software and processes so you can manage every aspect of your operation with ease; from tracking and following up on leads, desking deals, managing inventory, marketing to your customers, and more. Visit www.nccdirect.com/dealer-synergy to learn more!   Dealer Synergy & Bradley On Demand: The automotive industry's #1 training, tracking, testing, and certification platform and consulting & accountability firm.   The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry! With over 28,000 members, gain access to successful automotive mentors & managers, the best industry practices, & collaborate with automotive professionals from around the WORLD! Join The Millionaire Car Salesman Facebook Group today!   Win the Game of Googleopoly: Unlocking the secret strategy of search engines.     The Millionaire Car Salesman Podcast is Proudly Sponsored By: Podium: Elevating Dealership Excellence with Intelligent Customer Engagement Solutions. Unlock unparalleled efficiency and drive sales with Podium's innovative AI technology, featured proudly on the Millionaire Car Salesman Podcast. Visit www.podium.com/mcs to learn more!   NCC: Powered by proprietary solutions such as Intelligent Credit Engine™ and LenderSelect™, NCC transforms the car-buying experience for dealers and their customers. From compliance and lender selection to CRM and desking, to marketing and data mining—NCC integrates them all in a single, seamless platform to deliver better customer experiences, maximum efficiency and maximum profit. Visit www.nccdirect.com/dealer-synergy to learn more!   Complete CRM: As an innovative leader in the industry for the last 30 years, Complete CRM is designed to give your dealership the competitive edge in a demanding marketplace. Powered by Complete Credit™ and award-winning desking, Complete CRM™ is the industry's only credit and compliance-enabled CRM that lets dealers achieve maximum profitability on every deal. Built on modern technology, Complete CRM seamlessly integrates credit, compliance, inventory, data mining, lead generation, enterprise functionality, and customized reporting in one tool with a single login. Visit www.nccdirect.com/dealer-synergy to learn more!   Dealer Synergy: The #1 Automotive Sales Training, Consulting, and Accountability Firm in the industry! With over two decades of experience in building Internet Departments and BDCs, we have developed the most effective automotive Internet Sales, BDC, and CRM solutions. Our expertise in creating phone scripts, rebuttals, CRM action plans, strategies, and templates ensures that your dealership's tools and personnel reach their full potential.   Bradley On Demand: The automotive sales industry's top Interactive Training, Tracking, Testing, and Certification Platform. Featuring LIVE Classes and over 9,000 training modules, our platform equips your dealership with everything needed to sell more cars, more often, and more profitably!

Guest: Shannon Gregg   Guest Bio: Shannon J. Gregg, PhD, MBA, is an aficionado of sales technology to increase efficiency in the sales process, and an early adopter and adoption influencer for sales technology systems, particularly Salesforce.com and technology that integrates with the Salesforce platform. Dr. Gregg is the President of Cloud Adoption Solutions, a sales process and Salesforce.com consulting practice, and she also provides keynote talks, consulting and workshops on sales productivity. Her popular book, “It's About Time,” is available now and is being used by sales teams across the country to refocus on what's really important to drive revenue and results. She also instructs the Professional Selling course at Point Park University. She also competes on a jazz dance team for moms.   Key Points: Career Transition to Sales Technology: Shannon started in sales almost by accident, selling software in the nuclear nonproliferation space. She discovered that sales is like choreography, focusing on improving sales processes to help salespeople focus on delighting prospects and customers. Shannon transitioned to sales management and eventually started her own Salesforce.com practice in 2018, which has been successful.   Sales Choreography: Sales is more complex than sports analogies like "at-bats"; it's about choreographed moments where various teams (marketing, sales, etc.) move prospects through the funnel in a coordinated manner. Having a dance background helped her think quickly on her feet, which is a crucial skill in sales, especially when unexpected challenges arise.   Sales Technology: Technology is a tool, not a solution in itself. It should help salespeople do what they do best without overcomplicating things. Sales technology can range from simple tools like phones and Zoom to complex CRMs integrated with other systems. The key to success with sales technology is choosing tools that are easy to use and integrate naturally into the sales process.   Adoption of Technology: Sales technology should be easy to adopt. Sales leaders should ensure the tools don't overwhelm the team with complexity, which could lead to poor usage and frustration. Avoid forcing long training sessions. Instead, show how the tools benefit the individual salesperson by demonstrating their value through real-life examples and role-playing.   Process in Sales: Having a defined sales process is crucial before introducing technology. Sales leaders should first educate themselves on sales processes and how they fit their market. Sales leaders should focus on progress, not perfection, when creating a sales process. The process should evolve based on feedback and performance.   CRM (Client Relationship Management) Tools: A CRM helps sales leaders track where salespeople need coaching and support. CRMs help manage data more efficiently than spreadsheets, providing visibility into the sales pipeline and buyer's journey. CRMs should be customizable to fit the organization's process, but it's important to start with an out-of-the-box version before making customizations.   Getting Salespeople to Use Technology: To encourage salespeople to use a CRM, leaders need to show what's in it for them. Demonstrate how using the system helps them perform better. Rather than pushing lengthy training sessions, involve reluctant salespeople in the design and testing phases of the process to ensure the tool works for them. Reluctant salespeople can be powerful allies in motivating others to adopt the tool once they see its value.   Challenges with Salespeople's Reluctance: Salespeople often resist using CRMs because they see them as time-consuming or invasive. Leaders should address these concerns by focusing on the benefits of CRM usage, such as better organization and visibility of the sales pipeline, and ensuring the tool is user-friendly.   Behavioral Change and Buy-in: Getting salespeople to adopt new systems requires not only clear communication of benefits but also continuous feedback, training, and reinforcement. Real-world examples of success stories, like a salesperson improving their results, can help convince others to embrace the technology.     Guest Links: Salesforce User Adoption in the Age of AI eBook Connect on LinkedIn       About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus and revenue generation experts. Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. If you are a business owner or sales manager with an underperforming sales team, let's talk. Click here to schedule a time. Please, subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Instagram and check out our website at https://gosalesology.com/. 

The hosts dissect Attio's AI-native CRM disrupting traditional customer management and examine the surprisingly resilient seed/Series B funding landscape despite economic headwinds. Learn how AI is fundamentally changing go-to-market playbooks, enabling tech companies to scale faster than ever before, and which AI sales tools have genuine staying power.Thanks for tuning in! Join the free Topline Slack channel to connect with 600+ revenue leaders, share insights, and keep the conversation going beyond the podcast!Subscribe to the Topline Newsletter to get the latest industry developments and emerging go-to-market trends delivered to your inbox every Thursday.Tune into The Revenue Leadership Podcast with Kyle Norton every Wednesday. Kyle dives deep into the strategies and tactics that drive success for revenue leaders like Jason Lemkins of SaaStr, Stevie Case of Vanta, and Ron Gabrisko of Databricks.Key Moments:[02:07] AJ's Boating Adventure[04:05] Sam on Pavilion's CMO Summit and Personal Updates[06:56] Marketing and Revenue Insights[10:36] AI in Business[13:34] Economic Sentiment and Business Strategy[33:02] Hiring in Volatile Times[37:04] Compensation Strategies for Sales Teams[40:55] AI in Sales: A Conversation with an AI SDR Founder[48:06] The Future of AI in Sales and Marketing[01:00:15] Novel Uses of AI[01:08:54] Closing Remarks and Shoutouts

Note: David was with us a few weeks ago—you might have heard that episode. If you did, you probably noticed the audio issues. We pulled down that episode and invited David back for another chat. David Juan returns! In this episode, he explains CDPs—Customer Data Platforms—to Bob and Randy. CDPs pull data from systems like CRMs, marketing automation tools, advertising systems, etc to help create personalized experiences for each customer. David explains different types of CDPs, how they work, where they get data, and why they're used. First, though. we chatted about what we're watching and how it's difficult to keep up with all the shows across all the streaming platforms. David's side projects include Normal Coffee and Scrum Detroit Meetup.

 Cloud, data, CRMs — we cut through the noise to bring strategic clarity to nonprofit technology.Kelley Hecht (

Why you should listenDiscover why SMS and MMS messaging drastically outperform email—and how you can use that insight to drive real engagement and results for your clients.Learn how to easily integrate messaging into top CRMs like Salesforce, HubSpot, and Zoho—no dev team required. Ideal for SaaS Consulting Partners looking to expand their service offerings.​​Hear how one business use SMS to boost attendance and revenue—and get a glimpse into what's next with Rich Communication Services (RCS) and AI-powered automation.Email open rates are declining. If your clients aren't seeing replies from their outreach, it's time to rethink the channel. In this episode, I sit down with Lee Weinberger, sales leader at Sinch Engage, to explore how SMS and MMS messaging is transforming client engagement—especially for CRM-integrated partners like Salesforce, HubSpot, and Zoho. Lee breaks down why mobile-first communication isn't just the future—it's the now. If you're a SaaS Consulting Partner looking to expand your offer stack or boost results for your clients, this is the episode for you.About Lee WeinbergerLee Weinberger leads the sales team at Sinch Engage, a solution of communications tools for businesses. They specialize in conversational and automated messaging for SMS/MMS/RCS which exists as a stand-alone web product and an integrated tool into the leading CRM systems (HubSpot, Salesforce, Zoho, Netsuite, Active Campaign, Shopify). Sinch also provides Email and Voice functions to round out the suite of communications functions. Lee resides in Denver CO, and sells into the North American market, but Sinch as a company has a global reach with offices around the world.Resources and LinksEngage.sinch.comMessagemedia.comLee's LinkedIn profileTalk to LeeEmail Lee at: Lee.Weinberger@sinch.comPrevious episode: 602 - Stop Forcing Marketing You Hate—Play to Your Strengths InsteadCheck out more episodes of The Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

Charlene Thompson, a powerhouse in sales operations, joins us on the Sales Lead Dog podcast to share her unique perspective on transforming sales teams. With over 15 years of experience, Charlene brings a fresh, dynamic approach to how businesses can rethink efficiency and performance. She treats business challenges like a sport, using her creativity and strategic mindset to drive innovative problem-solving. Her approach sheds light on the importance of deeply understanding the interplay of people, processes, and technology to truly elevate sales operations.  Throughout our conversation, Charlene unpacks the complexity of developing effective sales processes and metrics. She stresses that technology should complement established processes, not override them. By engaging with sales teams and stakeholders, businesses gain valuable insights into their operations. Charlene emphasizes the necessity of having proper metrics, highlighting a common shortfall where organizations lack dedicated roles to track progress effectively. Her insights are a wake-up call for businesses to establish realistic benchmarks that align with their objectives, ensuring long-term success.  In the final segment, we explore the critical role of sales operations as the glue between sales, marketing, and the broader business environment. Charlene dispels the notion that sales ops is just about managing CRM systems and underscores its strategic significance across the customer journey. She advocates for a holistic approach that nurtures client relationships beyond short-term sales metrics. As businesses face an AI-driven future, Charlene's wisdom on fostering genuine customer care emerges as a beacon for sustainable growth. Tune in to discover how investing in the right talent and training can maximize the potential of sales operations and set a business on the path to enduring success. Charlene Thompson is a sales operations expert with over 15 years of experience helping businesses optimise their sales processes. She's worked with 7-9 figure companies, improving systems, streamlining operations, and making data-driven decisions using CRMs the right way. Charlene is passionate about helping businesses create sustainable sales structures that fuel long-term growth.    Quotes: "I treat business as a sport. You want to do things well, with quality, ensuring everything is primed and ready to go. Sometimes you might not win, but there's a difference between losing because the other person won and losing because you lost." "The first 30 days with a client are all about understanding the people, processes, and technology. Often, what you're told is just the tip of the iceberg. Speaking to those affected can reveal the true underlying issues." "Sales operations isn't just about managing CRM systems; it's about strategic planning and execution that supports the entire business, improving the efficiency of sales managers so they can focus on selling."   Links: Charlene's LinkedIn - https://www.linkedin.com/in/charlene-thompson-salesops/ The Sales Ops Effect Spotify - https://open.spotify.com/show/16LcAgeeNTmbNiDirakOfg The Sales Ops Effect YouTube - https://www.youtube.com/@salesopseffect/featured Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/ 

In today's episode, Mike shares a jaw-dropping moment when an agent admitted they don't know what to put in their weekly schedule. Say what?! Mike dives into the long list of daily, no-cost, high-impact activities agents can (and should) be doing—from social media videos to handwritten notes, CRMs to follow-ups. The real issue isn't not knowing—it's whether you want it bad enough. If you've ever said “I don't know what to do,” this one's for you. Let's get after it today.

This podcast is brought to you by Outcomes Rocket, your exclusive healthcare marketing agency. Learn how to accelerate your growth by going to outcomesrocket.com Understanding consumer behavior and creating a high-quality patient experience is critical for healthcare providers seeking to maximize revenue and minimize patient leakage.  In this episode, Jessica Walker, Founder and CEO of Care Sherpa, discusses the critical "last mile" in healthcare marketing, where many patients fail to follow through with treatments. She highlights that 81% of healthcare consumers don't proceed with intended procedures, with 52% dropping off even after the first visit. Care Sherpa specializes in high-margin, high-consumer-choice services, helping patients navigate financial concerns and build trust in their providers. Jessica emphasizes the importance of combining human connection with technology, such as CRMs, to track leads, prevent revenue loss, and ensure seamless data integration across systems. Tune in and learn how to optimize your patient experience and plug those revenue leaks! Resources:  Connect and follow Jessica Walker on LinkedIn. Learn more about Care Sherpa on their LinkedIn and website. Fast Track Your Business Growth: Outcomes Rocket is a full-service marketing agency focused on helping healthcare organizations like yours maximize your impact and accelerate growth. Learn more at outcomesrocket.com

Send us a textMost real estate agents have plenty of lead sources... but what agents lack is awareness into where their deals are coming from!Most agents are running around chasing shiny objects — new lead platforms, fancy CRMs, referral programs, or the latest viral strategy that "worked for so-and-so." But here's the truth: the fire's already burning inside your business. You're just not paying attention to what's fueling it.In this quick but powerful episode, I show you exactly how to find out where your best deals are already coming from, and how to double down on what's already working. Spoiler: it's usually referrals. And no, referral business doesn't just happen — you need to build systems that cultivate them.This is one of the most important mindset shifts you can make as a real estate agent who wants to scale with freedom and leverage.

Send us a textEver finish your day feeling exhausted but unproductive? You're not alone! Join Jena and Kelly McLaughlin, founder of From Scratch Fundraising, as they get real about nonprofit productivity tactics that make a meaningful difference in combating overwhelm. Learn how to prioritize effectively, manage your energy instead of your time, and harness powerful tools like CRMs and project management systems.Discover:Why urgent tasks often overshadow important ones (and how to fix it!)The power of brain dumping and daily reviews for clarity and focusHow to combine or choose between Time Boxing and Time Blocking for your scheduleReserve your spot at Kelly's Friday Focus Session: Productivity Hacks for Fundraising on Friday, April 18, here. Chapters00:00 Introduction to Nonprofit Productivity Challenges03:06 Understanding Urgency vs. Importance in Nonprofits06:02 Strategies for Effective Time Management08:51 The Importance of Goal Setting and Energy Management12:04 Timeboxing vs. Time Blocking: Finding Your Fit15:09 Leveraging Tools for Enhanced Productivity17:55 Implementing Daily Reviews for Continuous Improvement20:53 Actionable Tips to Overcome OverwhelmWhat makes Donorbox the Best Nonprofit Fundraising Platform to Achieve Your Strategic Goals?Easy to customize, available in multiple languages and currencies, and supported by leading payment processors (Stripe and PayPal), Donorbox's nonprofit fundraising solution is used by 80,000+ global organizations and individuals. From animal rescue to schools, places of worship, and research groups, nonprofits use Donorbox to raise more funds, manage donors efficiently, and make a bigger impact.Discover how Donorbox can help you help others! The Nonprofit Podcast and a wealth of nonprofit leadership tutorials,  expert advice, tips, and tactics are available on the Donorbox YouTube channel. Subscribe today and never miss an episode:

Join me as I chat with Riley Brown to explore various opportunities in AI, from image generation to rebuilding essential software tools, while debating the future of content creation, customer support automation, and the concept of "vibe coding/marketing." Timestamps:00:00 - Intro02:05 - ChatGPT 4.0 image generation capabilities07:30 - Rebuilding calendars, inboxes and CRMs11:02 - Component Animation Library12:59 - The "spaghetti video" and AI video progression19:41 - Customer support automation22:01 - The biggest trap for founders24:43 - Sketching is the future of AI building26:15 - Build Consumer AI Mobile Apps 27:42 - AI Market Dynamics29:01 - Rebuilding traditional products with AI advantages30:51 - AI tools and AI Agents will be cheaper than humans31:56 - Vibe Marketing is a huge opportunity35:41 - AI will replace the homepage36:56 - AI's impact on education and entrepreneurshipKey Points:• ChatGPT 4.0's image generation capabilities will birth thousands of vertical software businesses• Calendars, inboxes, and CRMs will be completely rebuilt with AI within three years• AI-generated video has progressed dramatically and will transform content creation• Most customer support will be fully automated within 36 months, including complex issues• Mobile-first AI apps represent the next wave of $100M+ consumer applications1) ChatGPT 4.0 ImageGen is as REVOLUTIONARY as the original ChatGPT launchIt will birth 1000+ vertical software businesses worth $1-100M each.Riley: "It's incredible for generating gradients, components, character sprite sheets..."The window to build these businesses is NOW.2) Every calendar, inbox, and CRM will be COMPLETELY REBUILT in the next 3 yearsNot just AI-enhanced — fully rethought from scratch.We're talking about a $700B+ industry transformation.Look at Micro HQ approach: turning email into a smart dashboard with intelligence baked in.3) The "Will Smith eating spaghetti" video evolution shows how FAST AI video is advancing739 days ago: Hilariously bad AI videoToday: Nearly perfect realismIn another 739 days? Full movies created with prompts, perfect dialogue, and integrated music.The content creation landscape is about to be UNRECOGNIZABLE.4) Most customer support will be fully automated within 36 monthsNot just basic tier-one tickets — we're talking complex, multi-step resolutions that currently require senior staff.The days of frustrating support calls may finally be ending as AI gets better at solving our problems instantly.5) "The worst thing that can happen to your startup is mediocre success"Enough to keep you going, but not enough to change your life.Many founders get trapped in routines with projects they aren't passionate about.The key? Pivot to something that excites you to wake up every day.6) The SKETCHING economy is the real AI revolutionWhen anyone can turn rough sketches into production-ready designs, taste and ideation become the only scarce resources.Greg's insight: "I've been sketching more myself... if I sketch a thumbnail and throw it into GPT-4.0, I might get twice the engagement.”7) Consumer mobile is BACK in full swingWe went from:• Desktop-first apps (Facebook)• Mobile-first apps (Instagram)• Now AI-first mobile apps (Cal AI)The next wave of $100M+ apps will start mobile-first with AI baked in from day one.8) AI is creating winner-take-most markets OVERNIGHTThe window to establish yourself as the go-to solution in a specific vertical?9) AI will kill the homepage as we know itInterfaces will be replaced by entry points that change based on who you are, what you need, and when you show up.Just as ads became hyper-personalized, websites and apps will adapt to each visitor in real-time.10) Schools won't be disrupted by AI — they'll be DISINTERMEDIATEDSmart teens will skip formal education to build audiences and run experiments.Kids say they want to be creators, but creators are becoming entrepreneurs.Entrepreneurship is becoming the safest "job" in an AI-powered world.LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/BoringAds — ads agency that will build you profitable ad campaigns http://boringads.com/BoringMarketing — SEO agency and tools to get your organic customers http://boringmarketing.com/Startup Empire - a membership for builders who want to build cash-flowing businesses https://www.startupempire.coFIND ME ON SOCIALX/Twitter: https://twitter.com/gregisenbergInstagram: https://instagram.com/gregisenberg/LinkedIn: https://www.linkedin.com/in/gisenberg/FIND RILEY ON SOCIALVibe Code App: https://apps.apple.com/us/app/vibecode/id6742912146X/Twitter: https://x.com/rileybrown_aiInstagram: https://x.com/rileybrown_ai

In this episode, we're launching Stride, our new CRM built specifically for land investors. We've spent the past year building this from the ground up to solve the problems we've both faced in our land businesses.(Show Notes: REtipster.com/CRM)Even if you're not looking for a new CRM, this episode dives deep into lead generation, follow-up systems, automations, and the tech advantages that can help you close more deals with less stress.We talk about the crazy stats behind follow-ups, why most CRMs penalize growth, how to automate entire workflows (like sending contracts with one click), and why Stride could replace $4K+ in tech costs.Whether you're a solo investor or running a 50-person team, this episode lays out how to bring structure, clarity, and serious efficiency to your business.