Podcasts about Customer relationship management

Are you overlooking the most valuable asset in your real estate business? Reminder Media President Luke Acree joins us to reveal a shocking truth you're missing out on: your database is a goldmine waiting to be tapped!   In this episode, you will learn about the surprisingly simple yet powerful strategies to cultivate lasting relationships with your sphere of influence. Learn the exact steps to consistent, multi-channel outreach that transforms acquaintances into loyal clients and referral engines.    Stop the endless lead chase and unlock the predictable power of connection!   Check out the Stay Paid Podcast at this link: https://remindermedia.com/podcast/   For the episode with James and Keith check out: https://www.youtube.com/watch?v=XGGlEkn5HVg   Connect with Luke on - LinkedIn.    Learn more about Reminder Media on - YouTube - LinkedIn - Instagram - Facebook - X and online at remindermedia.com.   You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/   Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube - Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com.   Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/  

In Episode #42 des Loyalty Talk Podcast ist Franz Tretter, CEO & Founder von hello again, wieder zu Gast. Hello again ist ein Loyalty Management System mit Fokus auf der Nutzung mittels mobiler App, welches zwischenzeitlich bei über 900 Kunden im Einsatz ist. Franz und ich hatten bereits in den Loyalty Talks #28 und #34 zu hello again und zu den Loyalty Reports aus den Jahren 2023 und 2024 gesprochen. Kürzlich hat das Team von hello again nun die Ausgabe 2025 des Loyalty Reports DACH publiziert. Im Loyalty Talk gibt Franz einen exklusiven Einblick in die Ergebnisse der Studie, für welche 2‘000 Personen zum Thema Kundenbindung befragt wurden. Der Loyalty Report liefert interessante Insights aus Kundenperspektive. Unter anderem, dass Kunden deutlich mehr ausgeben, wenn sie Mitglied eines Loyaltyprogramms sind, der Kanal Print trotz Digitalisierung nach wie vor sehr beliebt ist und Gamification zunehmend wichtiger wird im Rahmen von Kundenbindungsprogrammen. Weiterführende Links: hello again: https://www.helloagain.com Loyalty Report DACH 2025: https://www.helloagain.com/de/ressourcen/whitepaper/loyalty-report Franz Tretter auf LinkedIn: https://www.linkedin.com/in/franztretter Michael Bietenhader auf LinkedIn: https://www.linkedin.com/in/michaelbietenhader Alle Folgen des Loyalty Talk: https://www.loyaltytalk.ch Mehr zur MilesAhead AG: https://www.milesahead.ch

In this episode, Sam, AJ, and Asad are joined by Guy Rubin to dive deep into the critical insights from Ebsta's latest sales benchmarking report. Their report uncovers what separates high-performing sales organizations from the rest. They take a sobering look at current quota attainment trends and why most teams continue to fall short of targets. They also explore how leadership decisions create ripple effects across sales performance, examining the structural and cultural factors driving results. This episode delivers actionable takeaways for sales leaders looking to improve quota attainment, optimize their tech stack, and build more resilient teams in an increasingly complex selling environment.Thanks for tuning in!Join the revenue leaders redefining growth at Pavilion's CRO Summit 2025, which will be held on June 3rd at the Denver Art Museum. Register today.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: (00:00) Introduction(03:00) Sales Quota Attainment and Market Dynamics(06:00) The Role of Leadership in Sales Success(08:49) Data-Driven Sales Strategies(11:58) The Challenge of Sales Performance(15:03) The Future of Sales Talent and AI's Impact(17:54) Concentration of Talent in Sales Organizations(22:49) The Concentration of Talent in Organizations(23:41) Data-Driven Insights for Sales Success(25:50) The Role of AI in Sales(26:41) The Myth of the A Player(28:49) The Importance of Consistency in Sales Processes(30:01) The Shift to Full Cycle Sales(32:21) Customer Relationship Management in Sales(34:41) The Impact of Leadership on Sales Performance(37:53) Navigating Volatility in Sales(40:54) Building a Data-Driven Sales Organization(48:05) Pop Culture References and Team Dynamics(49:14) Market Dynamics and Leadership Changes(50:44) Founder Friendliness and CEO Replacement(54:14) The Role of Founders vs. Non-Founder CEOs(01:00:20) Community and Personal Growth(01:01:30) Inspiring Media Ventures and Closing Thoughts

In dieser Episode des Loyalty Talk Podcast widmen wir uns Payback, Deutschlands grösstem Bonusprogramm. Zu Gast sind Torsten Hautmann, Vice President Digital Sales bei Payback und der Loyalty-Experte Alexander Süßel. Zum Einstieg teilt Torsten einige Zahlen und Fakten zum Payback Programm. Danach unterhalten wir uns zu spannenden Themen wie • die Berechtigung der physischen Karte in einer zunehmend digitalisierten Welt • die Relevanz des Prämienshops • die Vorteile einer Teilnahme an Payback vs. einem eigenem Programm • wie Payback Kundendaten zur Personalisierung nutzt • und wie Gamification als Engagement-Mechanik eingesetzt werden kann. Weiterführende Links: Payback: https://www.payback.de Torsten Hautmann auf LinkedIn: https://www.linkedin.com/in/torsten-hautmann-2460507 Alexander Süßel auf LinkedIn: https://www.linkedin.com/in/suessel-alexander-loyalty Michael Bietenhader auf LinkedIn: https://www.linkedin.com/in/michaelbietenhader Alle Folgen des Loyalty Talk: https://www.loyaltytalk.ch Mehr zur MilesAhead AG: https://www.milesahead.ch

Most people dream of breaking into luxury real estate, imagining a glamorous life of lavish parties, jaw-dropping listings, and red-carpet moments.  They see the glossy Instagram photos, the million-dollar deals, and the VIP lifestyle. But what they don't see is the grit, sacrifice, and relentless hustle behind the scenes. The truth is, success in luxury real estate isn't just about "looking the part", it's about building the skills, relationships, and experiences that get you in the right rooms. And yes, sometimes that means “faking it till you make it”, but in the right way.  One of the fastest ways to do that? Joining the right team.  When you're starting out, you might not have a portfolio full of luxury listings yet, but your team's reputation and experience can open doors you couldn't access alone.  By aligning with a strong team, you instantly gain credibility, mentorship, and access to higher-end deals that help you level up faster than you ever could solo. Today's guest, Julia Spillman, is the CEO of the Eklund|Gomes Team at Douglas Elliman, a powerhouse team that's shattered the billion-dollar sales mark and expanded across New York, LA, Miami, and beyond. In this episode, we dive into the real blueprint for making it in luxury real estate, the power of starting from the bottom, and the strategic use of teams to leap into higher price points.   Find the balance between being authentic and still selling to high end clients, looking luxury but also being very approachable. -Julia Spillman   Things You'll Learn In This Episode The right way to “fake it till you make it” How do ambitious agents break into the luxury market without being scammy, and why is teaming the ultimate shortcut to real success? Why teams are a launchpad, not a crutch What makes teams so powerful for growing your price point, client base, and credibility faster than you could solo? The myth of overnight success Why do people think luxury agents just appear out of nowhere? What does the real path look like behind the scenes? How your background becomes your superpower How did growing up in a tiny town, and working through the 2008 crash, prepare Julia for leading a billion-dollar brand today?   Guest Bio Julia Spillman is CEO of Douglas Elliman's celebrated Eklund|Gomes team. The Kentucky native is the architect of Eklund|Gomes' unprecedented nationwide expansion and in addition oversees all operations, sales and agent hires. Energetic, people-oriented and a brilliant communicator, Spillman has been with Douglas Elliman for a decade and has honed her abilities to tap networks, streamline data and watch markets at the micro and macro level. Her dedication and spirit have paid off – in 2018, she led the team to break a billion in annual sales. Spillman's past experience as a residential lender for firms such as HSBC and Merrill Lynch give her an understanding of the importance of providing service at every level of highly complex transactions. Her advisory of a customized Customer Relationship Management platform allows her and the Eklund|Gomes team to pick up precisely where they left off in any relationship or project. Her ability to cultivate and retain high-net-worth clientele is matched by her power to harness and interpret information and to balance a keenly held intuition with a trove of knowledge. Spillman's ambition is matched by her commitment to community. She has provided years of fundraising and service to Big Brothers, Big Sisters, Easter Seals, and the New York City Junior League. She is active with the American Ballet Theater and served as the Former 2015 and 2016 Junior Council Chair and Junior Chair of the 2014 ABT Spring Gala. Follow @juliayagerspillman on Instagram.    About Your Host Remington Ramsey is a speaker, author, entrepreneur, and visionary in the world of real estate. As the creator of "Real Producers", a widely acclaimed magazine connecting top agents and industry leaders, Remington has built an impressive platform dedicated to celebrating and elevating the real estate community. Remington is also the author of Agent Allies: Building Your Business With Strategic Real Estate Partnerships. With a passion for motivating and mentoring, he's shared stages with some of the biggest names in business, helping professionals break through barriers and reach new heights. When he's not busy being a real estate guru, Remington is known for his contagious energy, practical wisdom, and a good dose of humor—because let's face it, navigating life and business requires both grit and a sense of humor. With multiple successful ventures under his belt and a reputation for engaging storytelling, he has the rare ability to make even the driest industry stats sound exciting.    To learn more about the podcast or give feedback and suggest a guest, go to https://podcast.realproducersmag.com/.  Start a Real Producers Magazine in YOUR Market! Learn more about franchise opportunities at realproducersmag.com   Follow the show on our website, Apple Podcasts or Spotify so you don't miss a single inspiring episode! Start a Real Producers Magazine in YOUR Market! Learn more about franchise opportunities at realproducersmag.com

Barbara Duffek is an Assistant Professor of Marketing at Georgia State University, J. Mack Robinson College of Business. Barbara holds a PhD from Imperial College London.In her research, she explores the cooperation between different stakeholders in influencer marketing, with the goal of better understanding how influencers can be effectively leveraged. She also explores the use of AI in consumer behavior, including how it impacts pro-social behavior, interaction with influencers and virtual influencers and the metaverse.Barbara's research has been published at leading marketing journals, including the Journal of Marketing, the Journal of International Marketing, and AMS Review. She teaches Generative AI Applications in Marketing to undergraduate students, and Customer Relationship Management to graduate students at Georgia State UniversityShe has been invited as an expert speaker at various industry and academic events to discuss how AI is shaping the future of marketing

Child psychiatrist and entrepreneur Marissa Caudill discusses her article, "How a customer relationship management tool (CRM) can help physicians regain control and beat burnout." She argues that a significant driver of physician burnout is the lack of control within systems that prioritize metrics and administrative tasks over meaningful patient connections, leaving doctors feeling overwhelmed and disconnected. Marissa proposes that physicians can regain control and find more joy by implementing their own systems, specifically highlighting the power of customer relationship management (CRM) tools. She explains how a HIPAA-compliant CRM allows physicians to automate communication (like newsletters, check-ins, scheduling), enhance patient relationships, manage educational content, and ethically market their services—reframing marketing as connection—all while freeing up time. Marissa shares her transformative experience using a CRM with AI features in her parent coaching practice, enabling greater impact and easier communication. Ultimately, she contends that such tools help physicians focus on patient care, build financially stable practices potentially beyond insurance constraints, and reconnect with their original purpose. Our presenting sponsor is Microsoft Dragon Copilot. Microsoft Dragon Copilot, your AI assistant for clinical workflow, is transforming how clinicians work. Now you can streamline and customize documentation, surface information right at the point of care, and automate tasks with just a click. Part of Microsoft Cloud for Healthcare, Dragon Copilot offers an extensible AI workspace and a single, integrated platform to help unlock new levels of efficiency. Plus, it's backed by a proven track record and decades of clinical expertise—and it's built on a foundation of trust. It's time to ease your administrative burdens and stay focused on what matters most with Dragon Copilot, your AI assistant for clinical workflow. VISIT SPONSOR → https://aka.ms/kevinmd SUBSCRIBE TO THE PODCAST → https://www.kevinmd.com/podcast RECOMMENDED BY KEVINMD → https://www.kevinmd.com/recommended

The artificial intelligence revolution is upon us. Today we see AI doing everything from taking orders in a drive-thru to serving as a pseudo boyfriend or girlfriend.But, according to my most recent guest, more importantly – AI boosts revenue.To hear the story behind that lesson, along with more lesson-filled stories, I talked to Dario Markovic, CEO, Eric Javits [https://ericjavits.com/].Eric Javits had $15 million in revenue last year and is tracking to hit $18 million this year.Markovic manages a team of 10 with a three- to four-million-dollar marketing budget, along with a worldwide vendor ecosystem.Lessons from the things he madeData winsAI boosts revenueSustainability sellsFunnels = profitsRetention over acquisitionSell outcomes, not productsDiscussed in this episodeLearn how to craft an Offer Value Proposition in our April 24th session of MEC200: Design Your Offer [https://join.meclabsai.com/design-your-offer]. Join us at 1 pm EDT for a live online, interactive session (from MeclabsAI, MarketingSherpa's parent company).Conversion Rate Optimization: 3 effective marketing strategies explained by the marketers who created them [https://marketingsherpa.com/article/case-study/conversion-rate]MarketingSherpa Customer Satisfaction Research Study [https://www.marketingsherpa.com/freestuff/customer-first-study]Online Business Strategy: Steps marketers took to create powerful marketing funnels with Google, Amazon, and Facebook [https://marketingsherpa.com/article/case-study/online]Help, Don't Hype: A guide to customer-first marketing [https://sherpablog.marketingsherpa.com/customer-centric-marketing-2/help/]Get more episodesSubscribe to the MarketingSherpa email newsletter [https://www.marketingsherpa.com/newsletters] to get more insights from your fellow marketers. Sign up for free if you'd like to get more episodes like this one.For more insights, check out...This podcast is not about marketing – it is about the marketer. It draws its inspiration from the Flint McGlaughlin quote, “The key to transformative marketing is a transformed marketer” from the Become a Marketer-Philosopher: Create and optimize high-converting webpages [https://meclabs.com/course/] free digital marketing course. Apply to be a guestIf you would like to apply to be a guest on How I Made It In Marketing, here is the podcast guest application – https://www.marketingsherpa.com/page/podcast-guest-application

Insurance Customer Relationship Management Plans: Boost Client Satisfaction!

CRMs! Do you need one? What is a CRM Customer Relationship Management (CRM) system? You asked I am delivering! What part do CRMs play in driving business success (and customer relationship success... and sales success... and pipeline success... and you get the point.) Whether you're a solopreneur, a small business owner, or managing a large team, understanding and implementing the right CRM can be a game-changer for your business. We explore a variety of CRM options including Salesforce, HubSpot, Zoho, and ActiveCampaign, highlighting their unique features, price points, and functionalities. I emphasise the importance of cloud-based CRMs for secure data storage and easy accessibility. Learn about crucial CRM functionalities such as email automation, lead scoring, pipeline management, and data segmentation. Discover why clean data and proper implementation are vital for maximising the benefits of your CRM system. This episode also sheds light on overcoming common challenges businesses face, such as transitioning from Excel spreadsheets and ensuring team buy-in. Tune in to gain actionable insights on selecting, setting up, and effectively using a CRM to enhance your customer journey, streamline your sales processes, and ultimately boost your business growth. If you need personalised advice on choosing the right CRM for your business, feel free to reach out. Happy listening!DOWNLOAD MY CONTENT PLANNER - https://becchappell.com.au/content-planner/Instagram @bec_chappellLinkedIn – Bec Chappell If you're ready to work together, I'm ready to work with you and your team.How to work with me:1. Marketing foundations and strategy consultation 2. Marketing Coaching/ Whispering for you a marketing leader or your team who you want to develop into marketing leaders3. Book me as a speaker or advisor for your organisation4. Get me on your podcastThis podcast has been produced and edited by Snappystreet Creative

Marketing can be done so much more efficiently and easily with the right tech... But how do you know what tech is the right tech!?Well today we have someone who specialises in this space joining us to chat about what tech might be right for your business - note: he is from High Level so there could be a llliittttllleee bit of bias towards that platform, however still great to learn about it! Kel shares insights on the platform's extensive functionalities, including CRM, email marketing, calendaring, and even cryptocurrency payments. He addresses common concerns about security and data management, and offers practical advice for transitioning to an all-in-one system.Kelvin Holliday is the Founder and CEO of the Transformational Group of companies, they are creators of time and freedom by sharing our Thinking to develop yours, Technology selection that's easy and cost-effective, and building remote Teams (Some call VA teams) by providing Internationally Recognised "Transformational Leadership" systems. Having been recognised in the top 10 professionals for leadership and Team systems internationally by Fox, ABS NBC and CBS, and as a 3 times #1 best selling author, he is passionate and motivated to share these experiences and systems with you. Connect with Kevlin on LinkedIn.DOWNLOAD MY CONTENT PLANNER - https://becchappell.com.au/content-planner/Instagram @bec_chappellLinkedIn – Bec Chappell If you're ready to work together, I'm ready to work with you and your team.How to work with me:1. Marketing foundations and strategy consultation 2. Marketing Coaching/ Whispering for you a marketing leader or your team who you want to develop into marketing leaders3. Book me as a speaker or advisor for your organisation4. Get me on your podcastThis podcast has been produced and edited by Snappystreet Creative

In dieser Episode des Loyalty Talk Podcast ist mein Kollege Sebastian Starke zu Gast. Sebastian verantwortet das Thema CRM & Customer Engagement bei der nexum AG, einer full-service Digitalberatung und -agentur. Wir sprechen im Podcast zum Thema Marketing Automation. Was ist dies überhaupt und welchen Nutzen bietet Marketing Automation, wie weit sind die Unternehmen im DACH-Raum und mit welchen Herausforderungen haben sie zu kämpfen? Weitere Themen sind der Zusammenhang von Marketing Automation & Customer Loyalty, aktuelle Trends wie Datenplattformen und künstliche Intelligenz, Best Practices und Empfehlungen wie Unternehmen das Thema angehen sollten. Weiterführende Links: Nexum AG: https://www.nexum.com Sebastian Starke auf LinkedIn: https://www.linkedin.com/in/sebastian-starke-9272a2191 Michael Bietenhader auf LinkedIn: https://www.linkedin.com/in/michaelbietenhader Alle Folgen des Loyalty Talk: https://www.loyaltytalk.ch Mehr zur MilesAhead AG: https://www.milesahead.ch

Join Donna Peterson on the B2B Marketing Excellence and AI Podcast as she explores the impactful uses of AI with early adopter Matthew McClosky. Matthew delves into his journey from using ChatGPT to creating custom GPTs, specifically designed to improve sales and marketing tasks. Learn how to streamline email responses, automate prospecting, and get faster, more personalized customer interactions. Discover actionable steps to implement these tools and significantly optimize your business processes. Tune in for an enlightening conversation filled with practical AI insights that you can start applying today. Timeline-- 02:44 Creating Custom GPTs- 06:21 Utilizing GPTs for Sales and Marketing- 10:32 Sharing and Collaborating with GPTs- 16:08 Future of AI in Business More information on Matthew McClosky – Connect with him on LinkedInOr view his Sales Director GPT 

Join Robin Early and Jeremy Solsaa from Wipfli as we talk about Customer Relationship Management (CRM) systems and best practices for using your customer data in actionable ways. We discuss the impact of CRMs on bank and loan growth, the importance beyond sales and lending, and the future of AI-powered data delivery.Send us a textPresented by Remedy ConsultingTechnology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.For more information on BankTalk:BankTalk WebsiteSubscribe to BankTalk NewsRemedy Consulting WebsiteRemedy LinkedInTo speak on the BankTalk Podcast, please email us.

In this episode of Shopify Masters, Matthew Scanlon, founder of Naadam, takes us on an exhilarating journey that begins with a daring ride across the Gobi Desert and transporting 32 bags filled with $2.5 million in cash. This gripping tale sets the stage for Naadam's mission to revolutionize the cashmere industry through sustainability. Matthew discusses the challenges of launching a DTC brand in today's market, including securing funding and leveraging AI tools. He shares  insights on building a brand that resonates with ethical practices while fostering deep connections with nomadic herders in Mongolia. Tune in for a fascinating look at entrepreneurship, storytelling, and the complexities of scaling a sustainable business. 

Do you have a CRM system (Customer Relationship Management)? CRM tools have become a bit diluted over the years. But, a true CRM system can drive leads for your business like no other. We wanted you to learn from a bright mind who knows exactly how to make your CRM effective, so we welcomed on Jason Kramer, the Founder & CEO of Cultivize. They're your CRM guru for sales, marketing, and agency teams. Visit AfterTheLead.com and use code: StrategicCounsel to get $50 off the Profit Path sales tracking tool. And as always, if you need Strategic Counsel, don't hesitate to reach out to us at: ForthRight-People.com. FACEBOOK https://www.facebook.com/forthrightpeople.marketingagency INSTAGRAM https://www.instagram.com/forthrightpeople/ LINKEDIN https://www.linkedin.com/company/forthright-people/ RESOURCES https://www.forthright-people.com/resources VIRTUAL CONSULTANCY https://www.forthright-people.com/shop

2025 is the year to become "acronimble" by familiarizing yourself with one of the most important acronyms in the industry: CRM, which stands for Customer Relationship Management. The BOSSES discuss how the right CRM tool can streamline how you engage with clients, leading to better organization, and more business opportunities. Learn how to maintain meaningful connections without constantly reinventing the wheel, and discover the strategies that help you organize client interactions to promote continued work. Through personal stories and practical advice, The BOSSES highlight the evolution from old-school Rolodexes to cutting-edge digital solutions, empowering you to manage your client interactions like a BOSS. 00:01 - Anne Ganguzza (Host) Hey, amazing voiceover talents. Do you ever wish boss marketing was as fun as it was being behind the mic? Well, check out my VO Boss Blast. It's designed to automate and make your marketing simpler. You'll benefit from your very own target marketed list, tailored to meet your goals and your brand. The VoBoss Blast Find out more at V. The VO Boss Blast Find out more at voboss.com.  00:27 - Intro (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.  00:46 - Anne Ganguzza (Host) Hey everyone, welcome to the VO Boss Podcast and the Real Bosses series. I'm your host, Anne Ganguzza, and I am the BOSS with the VOS. That's the voiceover strategist, Mr Tom Dheere. Hello.  00:59 - Tom Dheere (Co-host) Tom Hello. So that's boss VOS.  01:02 - Anne Ganguzza (Host) Boss, VOS.  01:03 - Tom Dheere (Co-host) The BOSS VOSS, boss VOSS.  01:04 - Anne Ganguzza (Host) The BOSS BOSS with the V-O-S.  01:06 - Tom Dheere (Co-host) BOSS with the V-O-S.  01:08 - Anne Ganguzza (Host) And you know, tom, let's continue the acronym party, shall we? Yes, please, Because I'll tell you what it's the beginning of the year, I'm going to manifest multiple new contacts and you know what I need to be able to keep track of those contacts in a BOSS CRM.  01:26 - Tom Dheere (Co-host) Whoa, whoa Boss, boss CRM. What do you?  01:29 - Anne Ganguzza (Host) think Boss, boss CRM I like that. And you know, people ask me about what CRM do I use? What CRM do I use? And so let's talk about 2025 CRM.  01:40 - Tom Dheere (Co-host) Fantastic idea, anne. First off, just to make sure everybody knows what we're talking about, CRM is Customer Relationship Manager. It is a fancy way of saying some form of system where you store your client information potential clients, current clients, past clients' information which you can use as a home base for your marketing strategies. So you use the CRM to develop relationships with customers. So just make sure everybody's on the same page.  02:13 - Anne Ganguzza (Host) Then you could be CRM BOSS, you could be a CRM boss.  02:17 - Tom Dheere (Co-host) You could be a crim boss. No, we'll stick with CRM.  02:22 - Anne Ganguzza (Host) But CRM reminds me of crumble cookies. Oh wait, now I'm going off.  02:28 - Tom Dheere (Co-host) I diverge into a tangent of cookies. I was thinking crumb, like the god that Conan the Barbarian worships. All right, we're really getting off the rails here.  02:34 - Anne Ganguzza (Host) I can see where my brain is versus yours.  02:36 - Tom Dheere (Co-host) You must be hungrier than I am.  02:40 - Anne Ganguzza (Host) I love cookies, me too. So, speaking of CRMs, so, tom, let's talk about why, first of all, is it good to have a CRM? Why do we need one? For a boss business?  02:51 - Tom Dheere (Co-host) It is critical for voice actors to have a CRM, because I tell my students that my definition of marketing is the art and science of developing meaningful relationships. That's what it is. You want meaningful relationships with clients. Now, we all know why you want meaningful relationships with clients. Now we all know why we want meaningful relationships with clients and they know too is because we want them to give us money to talk Like. We understand that, they understand that. And at the same time, it's complicated and there's a lot of moving parts to all of this stuff.  03:24 Having a CRM well, why you want to have it is because you don't want to have to reinvent the wheel every time. You want to get voiceover work. Also, it's a relationship manager, since you are trying to develop relationships. Relationships have beginnings. They start in a certain way Hi, my name is so-and-so Nice to meet you Handshake, firm handshake and all that stuff. And then it's the getting to know you stuff develop an understanding of each other, what you can offer each other, what you both need from each other, and developing trust. Trust is one of the most important components of any relationship, be it personal or professional. So why have a CRM? You do it to develop trust and nurture relationships with clients.  04:15 - Anne Ganguzza (Host) And Tom, can I just say I love that. Can I just say, as a girl with about a million and a half and I kid you not a million and a half unread emails in my Gmail, if I don't have a place that I can go to see where are my customers, right, if I'm not doing something to organize that, basically emails just fly through my inbox and so I might forget that I was in contact with my client maybe a month ago and I needed to follow up with them for a particular reason. Maybe they were saying let me get back to you on this and I need to follow up. And so if I just relied on my trusty email system which, by the way, has a million and a half unread email messages and guys in my defense, right, I got a Gmail account in 1990-something Okay, how many years is that? Thirty-some-odd years, a long time.  05:04 When it began, I was one of the first like few hundred people that had a Gmail account and, because Google is a search engine, I just never deleted anything. So I have records, by the way, from my clients, if I want to. I have records going back to like 1992 or 96. I can't remember which year but yeah, that's amazing.  05:21 - Tom Dheere (Co-host) I know it's crazy.  05:22 That's amazing, but fun stuff Another thing to keep in mind is that, for a moment, take out the word relationship and replace it with the term sales funnel. Yeah, a good CRM helps get voice seekers into the sales funnel and pushes them through the sales funnel. There's different permutations and levels for different people, but for me, my sales funnel terms are brand awareness, consideration, decision, advocacy. Brand awareness you send the cold email Hi, so-and-so explainer video company. My name's Tom Dheere. I'm an explainer video narrator.  05:57 Now they know that you exist, which means if they open the email, clicked on the link to your website, listened to your demos, downloaded them and replied hey, thanks for sending this, we'll keep you in mind for future consideration. They are now keeping you hopefully top of mind the next time a voiceover gig comes along that you're right for. So that's part of using the CRM to keep moving them through the consideration part of the sales funnel to the decision where they actually have a voiceover that you'd be right for and they remember you and they have your demos and they have your contact information and they actually reply to you. Hey, we think we've got something for you. Could you please read this script and let us know how much you'd charge for this? You do that and then you get the booking and then it goes into the advocacy part of the sales funnel where you did such a great job that they will remember you the next time a project comes along, because you did such a great job on the last project that you worked on.  07:01 - Anne Ganguzza (Host) I love how you just explained the sales funnel because I was going to say, like most voice actors are not necessarily aware, you went through the technical aspects of a traditional, like marketing sales funnel. Here I always have to go to my lipstick.  07:13 - Tom Dheere (Co-host) Okay, let's go to your lipstick.  07:14 - Anne Ganguzza (Host) It's not in Ganguzza, unless I got my—okay. First of all, I have to have a need. I have to have a need, right, and so I may or may not be aware of different brands of lipstick, right, but because I've used this lipstick before, I'm going to start with my Chanel. Right, I have my Chanel lipstick and they're top of mind because literally they sit right here on my desk, because when I do my podcast video, I've got to make sure I have my matching lipstick.  07:40 - Tom Dheere (Co-host) Oh, your lipstick matches your headphones.  07:43 - Anne Ganguzza (Host) Yeah, brand awareness. That's one thing. What's the next step in the funnel there, Tom?  07:47 - Tom Dheere (Co-host) Consideration.  07:48 - Anne Ganguzza (Host) Consideration. Now, what are the factors that are going to have me consider? Now, just equate this to your voiceover business guys. Basically, this is the layman's terms of like okay, so what is it? The considerations of? Why am I going to buy this brand? Right?  08:01 - Tom Dheere (Co-host) Yeah, what are the advertising and marketing techniques that that company is going to use to remind you how awesome their lipstick is?  08:09 - Anne Ganguzza (Host) Right, exactly. And also, what is my experience with the lipstick? Right? So I'm on their mailing list, right? And does Chanel go on sale? Well, no, but that's also brand awareness too. So we know that certain things don't go on sale. Chanel doesn't usually go on sale, but anyways, I keep up with them with their mailings and that's how they keep top of mind with me, but pretty much I also use it all the time and it sits there, so I visually see it. So it's either in my inbox or it's sitting here in my desk, right? What's the next step after consideration?  08:37 - Tom Dheere (Co-host) Decision.  08:38 - Anne Ganguzza (Host) Decision Okay, do I have the money at this time? Do I have the need? Do I have the money to buy this? Right. And I make that decision. I click on the email Right Because they say, oh, new colors are out and I'm like, oh, I could use a new color red Right. So I make that decision. I click, go to the website and then what's after?  08:57 - Tom Dheere (Co-host) the decision I buy it, right. Advocacy, you buy it and then advocacy.  08:59 - Anne Ganguzza (Host) So if I buy it and I love the color, oh my God, oh guys, have you seen? All right, all my friends, I'm going to say did you see this color? Isn't this color amazing? Right, and I might even throw up like a social media. You know, like, ooh, branding awareness. Anne Ganguzza Voice Talent, right, branding awareness. I love this new color red, because you got to feel confident in the booth so that you can voice confidently. And so there we go, I'm going to advocate for the brand. So not only am I advocating for my brand, but I'm advocating for this brand as well. So that kind of just took you through the sales funnel with, like, just a traditional lipstick. Sorry, tom, you could maybe use a flannel shirt as an example.  09:35 - Tom Dheere (Co-host) Well, I'm a Maybelline man myself.  09:37 Oh, okay, there you go, so I want to take exactly what you said and now let's look at it from the lipstick maker company's perspective.  09:46 They've got people that they want to buy their lipstick and they want them to love their lipstick and come back for more. So they have their own CRM and through their television advertising, through their radio advertising, through their digital and streaming advertising, through their print advertising on the side of a bus or in a magazine of some sort, they are trying to get people to be aware of them, brand awareness, and keep them top of mind, which is why there's always kinds of print and digital and other forms of advertising. And if they get you on that mailing list, they can send out emails at regular intervals based on people who haven't bought their lipstick yet and people who possibly have bought their lipstick yet. They also look at did they open this email, Did they use a promo code to try the lipstick or get a discount, even though they don't do discounts, which is very interesting because a lot of brands position themselves we are so valuable and we are so coveted, we don't need to discount. We don't need to do that.  10:50 - Anne Ganguzza (Host) I did that for many years. It's very interesting for Chanel to do that. It's an interesting psychology behind it.  10:55 - Tom Dheere (Co-host) There is a psychology.  10:56 - Anne Ganguzza (Host) There are a lot of times where, if something is so cheap, I'll be like oh, I'm not so sure about the quality of that. I'd actually rather pay a little bit more money because I feel like I'm getting better quality. And that's the whole like. Know your worth, guys. Right, what should you be charging? Charge what you're worth versus going cheap, right.  11:12 - Tom Dheere (Co-host) More expensive equals superior from a branding and psychological point of view. So Chanel, chanel, right. Chanel sees all of us, potential customers, brand awareness, consideration, actual customers, decision and advocacy, and they use CRMs to get lipstick buyers into the sales funnel and push them through. Exactly Translating that to voice actors. We want to do the same exact thing, right, and a good, robust, interactive CRM can help us get voice seekers into the sales funnel and push them through.  11:45 - Anne Ganguzza (Host) Absolutely, and you'll be able to know at what point in the funnel they are at Exactly. A good CRM will tell you exactly where they are in the sales funnel so you'll know what to do for the next steps. Maybe they need an additional email, maybe they need a phone call, maybe you'll put out some more social media advertisements, that sort of a thing. So really depending on where they are in the CRM is when you make that determination and decision on what to do. So now, tom, the question is we know why we need a CRM right and we understand the sales funnel and all voice actors need to understand that sales funnel, because we are selling our products, we're selling our voices.  12:17 Let's talk about actual CRMs. I mean, there's many of them out there. I know people constantly ask me which ones I use and I think the answer may surprise you unless you've listened to a podcast of mine before but I don't use any one. I use a multitude of CRMs in combination with one another because myself personally, I don't find one that does everything for me that I need. What about you, tom?  12:38 - Tom Dheere (Co-host) Yes, different CRMs fulfill different needs. Now, what we are talking about, and what most voice actors ask us about, is the software or app.  12:57 - Anne Ganguzza (Host) If you have a Rolodex from the 70s or 80s or 90s.  12:58 - Tom Dheere (Co-host) That's a CRM. Yep, yep, yep, A spreadsheet, A spreadsheet. Exactly that was the very next thing I was going to say A spreadsheet is a form of CRM.  13:04 Yeah, I had an index card box. So in 1995, when I got my first voiceover demo and my coach told me to cold call because that's back then pre-social media, pre-pay-to-play, free home recording that was pretty much the only thing you could do. I would use a CRM of index cards and I had those little you know with the little tabs that would separate them into production companies, recording studios, advertising agencies, so on and so forth. That was a CRM and then that evolved into spreadsheets. I do still use spreadsheets regularly, but I also use an actual software app CRM.  13:43 - Anne Ganguzza (Host) Myself as well.  13:44 - Tom Dheere (Co-host) Now, neither Anne nor I are getting paid to sponsor or affiliate or promote any particular CRM, so we are going to be talking to you about this purely through what our experience has been without hawking, and then we get a little kickback.  14:00 - Anne Ganguzza (Host) So I'm going to tell you, my first CRM well before voiceover was a Rolodex, and then, ultimately, it turned into a spreadsheet so that I could keep track of my customers, and that was based off of. You know, I started doing all my accounting online right through my accounting software, and so it was my customer base, right, that was thrown into a spreadsheet and then I would track things that way. So, you guys, crms don't have to be expensive. They can be very simple and it can be whatever you're most comfortable with, and that's what I started with. And then it ended up being my Gmail, right? My Gmail, where I would separate things into folders for different clients and then keep track of them that way, and then a couple of plugins for the Chrome browser that worked within Gmail to help me keep top of mind with them, and then, tom, I'm sure we'll get into the other ones that we use. What?  14:48 - Tom Dheere (Co-host) about you.  14:49 - Anne Ganguzza (Host) You started as a spreadsheet right.  14:50 - Tom Dheere (Co-host) My start is the index card box, which then turned into spreadsheets, and then 2003,. I started using Act. You remember Act by Sage? I used that one for almost 10 years, so yeah, around 2013. And I think it either got discontinued or something weird happened with it, or I didn't like the features, or they started charging too much. I don't remember what it was. Then I did move to Gmail as well.  15:17 I'd been using Gmail as an email account for a while, but then I started to use it as an actual CRM. One thing that's nice is that you can use what? Is it G-Sync or Google Sync? So I synchronize my Gmail with my Outlook folders, so I have Outlook which is how I manage all my email.  15:38 - Anne Ganguzza (Host) Oh, I have Gmail folders.  15:40 - Tom Dheere (Co-host) Right, and this is the great thing about it. I have Gmail folders, but they automatically sync with Outlook every time. So if you look at Gmail, and you look at the Outlook folders. The folders are exactly the same. So if I move one to one thing in one, it moves it to the one thing in the other, which means if I'm at my desktop, on my laptop, on my tablet or on my phone.  16:01 - Anne Ganguzza (Host) Outlook is amazing.  16:02 - Tom Dheere (Co-host) Outlook is amazing. Anything I do with Gmail or Outlook, it automatically synchronizes with all of my devices.  16:08 - Anne Ganguzza (Host) In my defense, I would have Outlook as my most favorite email client ever and when I was working in the corporate world I had an Outlook account. And when I left the corporate world to go into voiceover full-time, I no longer had an Outlook server right to go to and Gmail at the time wasn't syncing up with Outlook nicely, or Outlook wasn't syncing up with Gmail nicely, so I literally got used to using just Gmail. Okay, but it's funny because my husband does use Gmail with Outlook and he just filters everything into his Outlook because Outlook is just wonderful visually, it's just a nice way to organize things in folders. But I've gotten so used to my Gmail in folders that I'm really used to and filtering. I have automatic filtering and that sort of thing, but I totally love Outlook.  16:51 - Tom Dheere (Co-host) Right, I'm looking at the bottom of my desktop. For me it's Google Workplace Sync, because I have a paid Google Workspace account. And Google Workspace is great.  16:59 It does all kinds of fun things.  17:00 - Anne Ganguzza (Host) I can do it now.  17:02 - Tom Dheere (Co-host) Yeah, and I never even thought about Gmail as a CRM that I'm using now because I have a folder for every client in Gmail, because every time I have any kind of correspondence with any client, once the correspondence is over, I drag that email into that client folder. Now do I use that specifically to market out of? No, but it is a robust, legit CRM because, like, for example I'll give you a perfect example 2019, a potential client reached out to me and said hey, I'm developing this app, I'm getting a grant, I've got the level one grant for it, so I've got enough money to pay you to do this with the app and then, once we get that done, then we're going to apply for a level two grant. So I did the work in 2019 and 2020. We had an email exchange in 2021. And then a few weeks ago, three years later, the client said hey.  17:53 I got the level two grant. We're ready to keep going.  17:55 - Anne Ganguzza (Host) Yep love that. And at first I'm like who?  17:57 - Tom Dheere (Co-host) the hell is this? Because it's been three years? But then I'm like. I looked at the email and then I'm like but you can go back. I went back and I looked in Gmail slash Outlook and I saw the folder with that client and all of our correspondences dating back to 2019 were there.  18:10 - Anne Ganguzza (Host) I know it's wonderful. This is also really good, and files, yeah, and everything.  18:17 - Tom Dheere (Co-host) What's also good is often like I'll have a client and years will go by just like that and they'll say hey, I've got another explainer for you Charge same as last time. And I'll be like I don't remember, but my CRM does, because I look in, I see the email and last time we charged this, and then I can make a decision yeah, that's good.  18:38 - Anne Ganguzza (Host) Or it's been a few years. So now I search engine and again, I'm an authority on that because I have a million and a half unread email messages. And, by the way, they're unread because what I do is I subscribe. Just for those people that are wondering, I subscribe to every corporate list, every corporate list, because I want to learn as much about how companies that I want to voice for market to their customers, and so I sign up for a lot of mailing lists and I just let it filter through so I can see how they market. And that's honestly how I learned marketing Tom really through just everybody else and looking at everybody else. So I don't have a problem with not having an empty inbox I know some people do but again, I must have probably, I want to say, a good 300 folders within my Gmail.  19:17 - Tom Dheere (Co-host) Oh yeah, Me too I have hundreds.  19:19 - Anne Ganguzza (Host) Yeah, at least, and I have rules that filter emails coming in.  19:24 - Tom Dheere (Co-host) Absolutely. Looking at my inbox, right now I have 14 emails in my professional inbox the Tom and Tom Dheere inbox.  19:31 - Anne Ganguzza (Host) I have more than that and that's cool.  19:32 - Tom Dheere (Co-host) But, like I said, when I'm done with the conversation I drag it into the client's folder and I've got this archive. For what did we do? How much did we charge, like all this stuff. But I think, anne, people want to know which app software-y type CRMs do we recommend. So what do you use these days?  19:49 - Anne Ganguzza (Host) Okay. So in addition to my Gmail, I use multiple because it depends on what I'm working with. So right now I have a Wix website and I have the VO Peeps website. I have the VO Boss website. Obviously, I've got Anne Ganguzza.  20:00 So I've got three main brands where I have websites, and so for each of those I have the Wix CRM. So I have people who subscribe to Anne Ganguzza, people who subscribe to VO Peeps, people that subscribe to VO Boss. Each one of them on the Wix website has its CRM utilized by Wix. Because people subscribe, they get placed in the CRM there, which is great because then I can send emails to those lists. I can also check and see if I've sent an email out to a list, I can see how many people have opened it, who've clicked on it and who've actually purchased, and it really has a nice series of accounts for that. And also I can just work from my contact list to send emails and categorize them as clients, categorize them as, let's say, coaching students or however I want to do it. So Wix is my first.  20:48 I have three really for each domain and then I also use ActiveCampaign because I use the VO Boss Blast that I sell as well to direct market to companies. I have a list of over 90,000 creative companies, advertising agencies, rosters, production companies, and so that is part of that marketing package. And so I have ActiveCampaign that I use to house the contacts. Now, most software and you'll agree, tom will charge based on how many contacts you have in there. So, at least for ActiveCampaign, I have like 200,000 contacts in ActiveCampaign and so I pay a hefty price for that and they charge per contact. But I'm doing that because I've got a list of 90,000 and I've splitting that list up and doing marketing for other VO bosses and so I spend a lot of money on that product. So between the two Wix, well, three on that product. So between the two Wix, well three, gmail, wix and ActiveCampaign. I've got three CRMs that I'm utilizing for different needs Cool.  21:48 - Tom Dheere (Co-host) Like we've already established, I use Gmail and I do use spreadsheets for very niche-y genres like political, because I like to see in one space who they are, what their contact is, when did I reach out? Did they open the email, did they reply, did I get on their roster, did I book? And then that stuff eventually makes its way into my CRM. Like Anne, tomdeercom and VOStrategistcom are both Wix-based sites, so I have two separate CRMs. The TomDeer CRM is obviously for voiceover clients, the VO Strategist CRM is for students and I have different tactics and strategies and I have different sales funnels and workflows for each of those and they both work great. For many years I also I remembered I used to use MailChimp and before that I used Vertical Response and they were both great they were both great.  22:41 But the one Vertical Response and they were both great. They were both great, but the one the CRM that I was using religiously before I fully migrated to Wix was Cloze. C-l-o-z-e.  22:51 - Anne Ganguzza (Host) This is a fantastic CRM. I know the name.  22:52 - Tom Dheere (Co-host) Just vision this you wake up in the morning, you get an email in your inbox saying, hey, these are the people you haven't reached out to in three months, and then you can click on that name and then it takes you to cloze and it'll say oh, would you like to use one of the email templates that you created? You click on the template and you look at based on what genre of voiceover they cast, where they are in the sales funnel, and it already it populates it with their name. You can obviously do a little extra personalization as you see fit. Click send. Then you'll get a notification if they open the email. You'll get a notification if they clicked on any links in the email and it has a project manager. So if you, for example, narrate long-form e-learning or an audio book, you can set up benchmarks for like audio book record and deliver the first 15 minutes, get approval for the first 15 minutes, record chapter one, record chapter two, record chapter 20, send them an invoice, do corrections, market that this book is now on sale, and so on and so forth. It's fantastic. It's only like 200 something a month.  23:56 And and did not know this before I say it is I just realized that you can rent my video Clothes for Voice Actors at voestrategistcom. Right now it's a rentable video, so you can stream it for $5 for 72 hours. You can just rent it. Most of my videos are 20 bucks, but that's one of the videos that I'm promoting for five bucks and Ann didn't even know that and I didn't even think about that when we were like what are we going to talk about this month? So when we were like what are we going to talk about this month? So yeah, so if you go to veostrategistcom, go to the video section, you can rent it for $5.  24:24 - Anne Ganguzza (Host) Now one thing I just want to say, tom, is like, no matter what CRM you use, it does take some time to set up. I mean, there is some work involved in setting up a CRM and getting your contacts in there. I had tried Nimble for a while, but Nim based their pricing on the size of your mailbox and, of course, with over 1 million unread emails, it was prohibitively expensive. Now you said, tom, for the low price of only $200 a month, which may or may not be something that people have in their budget. But I will say that that's really nice. That Cloze will say hey, look, you haven't contacted these people in three months. I think that's wonderful.  24:57 Right now I have like a boomerang app that's on my Chrome browser and, I think, gmail. Now you can schedule emails and if you need to respond, you'll notice it'll come back, say, hey, you haven't responded to this person in five days. So there's kind of that built into it. But just know that a CRM, no matter what you do, if you get one, that you're going to pay a monthly fee. I think Nimble was like 20 bucks and then they're like no, with your blah, blah, blah, it's going to cost you a hundred and I'm like I'm not going to pay a hundred dollars, I've already got most of what I need anyways.  25:26 You really need to just assess what your needs are and then figure out what works for you, because you don't have to pay anything. I don't pay anything right now. Well, I do. I should say that I pay for Wix and I pay for ActiveCampaign, but depending on what is comfortable for you and what will help you to stay top of mind and keep yourself top of mind, because sometimes I'll forget. Oh gosh, I should have responded, or I should reach out to this client, because gosh knows you could be losing work if you forget to. I've got clients who say, yes, I'm going to buy this, or I want to come back to this, and then, if you follow up, sometimes it's just that little nudge that is top of mind, reminding that we'll get you that sale.  26:00 - Tom Dheere (Co-host) Yep, and one thing I will say clothes is about 200 something dollars a month, but if you think about it, if you use that CRM and you book one explainer video for $300, you made your money back and everything else after that is profit.  26:14 - Anne Ganguzza (Host) Yeah, absolutely, absolutely Good conversation, guys. I don't know if we'll ever like get the question stopping about the CRMs, but you know what guys Do, what comes naturally to you, what's comfortable for you. As far as Tom and I making recommendations, I mean, we have a combination of CRMs that work for us and we've named a few of them. But really do your research, guys, and know that it will take you some work to set it up. But I think if you've got a CRM that's running, I mean I'll tell you what that CRM saves my butt every month, and more than that, by being able to communicate easily with people that are subscribed to me and people that I want to reach out to. So it's absolutely worthy investment for bosses. So thanks again, tom, for your words of wisdom.  26:59 - Tom Dheere (Co-host) You're amazing. Thank you, as always, for having me.  27:01 - Anne Ganguzza (Host) Yeah, bosses. Big shout out to our sponsor, ipdtl. You too can connect and network like bosses, like Tom and myself, real bosses. Find out more at IPDTLcom. Guys, have an amazing week and we'll see you next week. Bye.  27:15 - Intro (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 episode 287, I dive into some exciting strategies to help veterinary practices not just survive but truly thrive as we head into 2025. With my background in managing over $38 million in ad spend specifically for veterinary hospitals, I've gathered some valuable insights into effective marketing strategies, content creation, and client engagement. In this episode, I break down these strategies into actionable steps, aiming to guide you through the ever-evolving marketing landscape with confidence and clarity. One of the key topics I explore is the impact of artificial intelligence (AI) on marketing. While AI's evolution has been a bit slower than anticipated, its potential to revolutionize content creation and customer engagement is undeniable. I predict that 2025 will be a pivotal year for AI-driven tools, especially in areas like content automation and customer service chatbots. Imagine being able to generate blog posts, social media updates, and email newsletters effortlessly with AI tools like Jasper or Copy.ai. Plus, implementing AI chatbots on your website can handle common inquiries and appointment bookings, freeing up your staff for more complex tasks. But as AI makes content creation easier, the quality and relevance of your content become crucial. That's why I emphasize the importance of standing out by leveraging your unique experiences and insights to connect with clients on a deeper level. Whether it's through niche expertise or compelling storytelling, these strategies can help you build a loyal community around your practice. Another significant focus of the episode is on creating hyper-personalized offers. Understanding your clients' specific needs and preferences allows you to tailor services that truly resonate with them. By segmenting clients using your CRM based on factors like pet type, age, and health conditions, you can craft targeted offers that speak directly to each segment. Additionally, developing a value ascension ladder can guide clients from initial services to more comprehensive care options, encouraging them to explore additional services that benefit their pets. I also discuss the importance of retention marketing systems, such as personalized follow-up campaigns and client appreciation events, to nurture long-term relationships. Investing in a robust CRM system is crucial for automating follow-ups, managing client communications, and tracking engagement. By focusing on these strategies, you can enhance client engagement, drive growth, and ensure your practice is well-prepared for the future. If you're looking for more personalized advice, feel free to reach out to me via LinkedIn or through the Veterinary Marketing Podcast website. I'm here to help your practice succeed in the coming years!

In marketing, it's easy to become a manager and lose touch with the craft. Val Riley, VP of Marketing & Strategy at Unbounce [https://unbounce.com/], has embraced the ‘Player-Coach' mindset, blending leadership with hands-on execution to stay relevant and drive results.I sat down with her to discuss how she learned that lesson, along with many more lesson-filled stories from her career.Stories (with lessons) about what she made in marketingTake risks to propel your careerStay a ‘Player-Coach' as long as you canM & A = OpportunityMarketing is like a soccer teamReflect on the dayWhy kindness is a competitive advantage in leadershipDiscussed in this episodeJoin us for How to take a conversion marketing approach to Agentic AI and RAG (with zero tech skills) [https://MeclabsAI.com/Conversion] on February 12th at 2 pm ESTEntertainment Industry Marketing: Never forget the independence of your imagination (podcast episode #121) [https://marketingsherpa.com/article/interview/entertainment]Customer Engagement: Marketing case studies from Coors Light, a professional soccer team, and a private jet charter [https://marketingsherpa.com/article/case-study/customer-engagement]Copywriting Contest: Write the best-performing subject line and win [https://marketingexperiments.com/copywriting/subject-line-reader-contest]Get more episodesSubscribe to the MarketingSherpa email newsletter [https://www.marketingsherpa.com/newsletters] to get more insights from your fellow marketers. Sign up for free if you'd like to get more episodes like this one.For more insights, check out...This podcast is not about marketing – it is about the marketer. It draws its inspiration from the Flint McGlaughlin quote, “The key to transformative marketing is a transformed marketer” from the Become a Marketer-Philosopher: Create and optimize high-converting webpages [https://meclabs.com/course/] free digital marketing course. Apply to be a guestIf you would like to apply to be a guest on How I Made It In Marketing, here is the podcast guest application – https://www.marketingsherpa.com/page/podcast-guest-application

When you think of combinations who comes to mind?

Top 2025 ESG Stock and Fund Picks. Include renewable energy, infrastructure, and small-cap stocks. Plus, climate fund picks and more! By Ron Robins, MBA Transcript & Links, Episode 145, January 10, 2025 I hope everyone enjoyed the holidays and sincerely wish you a happy, healthy, and prosperous 2025! My name is Ron Robins and I welcome you to my podcast episode 145 published January 10, 2025, titled “Top 2025 ESG Stock and Fund Picks.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information. ------------------------------------------------------------- Top 2025 ESG Stock and Fund Picks (1) Now most ethical and sustainable investors have socially responsible investment funds. This is a good review article of the best ones for US residents. It's titled Best ESG ETFs: Top funds for socially responsible investing. It's by Brian Baker and found on msn.com. Here is some of what he has to say. “1. Vanguard ESG U.S. Stock ETF (ESGV) tries to match the performance of the FTSE U.S. All Cap Choice Index and screens for certain ESG criteria. Certain companies in the following industries are excluded from the fund: adult entertainment, alcohol, fossil fuels, gambling, nuclear power, tobacco and weapons. 5-year return (annualized): 15.7 percent Expense ratio: 0.09 percent 2. iShares Global Clean Energy ETF (ICLN) seeks to track the performance of an index of global stocks from the clean energy sector. 5-year return (annualized): 7.3 percent Expense ratio: 0.41 percent 3. iShares ESG MSCI USA Leaders ETF (SUSL) gives investors exposure to large- and mid-cap stocks that score highly on ESG issues relative to their sector peers. 5-year return (annualized): 9.7 percent Expense ratio: 0.49 percent 4. iShares ESG Aware MSCI USA ETF (ESGU) tracks the results of an index of U.S. companies with ESG features that show a similar risk and return profile as the overall MSCI USA Index. 5-year return (annualized): 15.7 percent Expense ratio: 0.15 percent” End quotes. ------------------------------------------------------------- Top 2025 ESG Stock and Fund Picks (2) This next article arises from some new original research. It's titled Top Stocks Widely Owned by Small-Cap ESG Funds by Frances Aufderheide and can be seen on morningstar.com. Now a few quotes from the article. “In the United States, small-cap stocks range from a market cap of $2.9 billion to $11.2 billion, which will be the focus of this exercise. [Learn more about Morningstar Categories by downloading the US Fund Category methodology paper.] We compiled the holdings of the oldest share classes of all US sustainable small-cap funds. Next, we put the top 200 stocks that are commonly owned in a theoretical portfolio. Then, we calculated what the average weight of each security would be if this portfolio held all 200 stocks. We did the same with traditional funds, defining the universe as the oldest share class of small-cap funds, excluding sustainable funds. We found five stocks owned exclusively by small-cap sustainable funds. Source: Morningstar Direct. Weights and Data as of Dec. 3, 2024. 1. Aptar Group (ATR) Morningstar ESG Risk Rating Assessment: Negligible Total Return Year-to-Date (Month-End): 41.30 Price/Fair Value: 1.05 Moat: Narrow ‘The company specializes in various drug dispensing solutions including nasal spray inhalers and elastomer components for injectable drugs, high-end fragrance pumps, and food dispensing closures.' ‘We think the firm's outlook is strong from a longer-term perspective…' —Jay Lee, Morningstar Senior Equity Analyst ‘The company's carbon footprint is affected by the nature of its operations and the source of energy used to power these operations.' —Morningstar Sustainalytics 2. Wyndham Hotels & Resorts (WH) Morningstar ESG Risk Rating Assessment: Medium Total Return Year-to-Date (Month-End): 23.52 Price/Fair Value: 1.05 Moat: Narrow ‘We believe Wyndham's moat is illustrated by its enduring unit growth demand from third-party owners, guest satisfaction ranking of its brands, room and loyalty scale, and contract length of franchisee relationships.' —Dan Wasiolek, Morningstar Senior Equity Analyst ‘To maintain its ongoing operations, the company uses large quantities of water. Increasingly stringent carbon regulations and energy efficiency requirements could lead to higher energy prices, larger associated costs for the company and compliance issues.' —Morningstar Sustainalytics 3. Clearway Energy (CWEN) Morningstar ESG Risk Rating Assessment: Severe Total Return Year-to-Date (Month-End): 12.00 ‘Clearway Energy Inc is a publicly-traded energy infrastructure investor with a focus on investments in clean energy and owner of modern, sustainable and long-term contracted assets across North America…' ‘Although the company provides some ESG disclosure, its overall ESG reporting is not in accordance with leading reporting standards' —Morningstar Sustainalytics 4. Commerce Bancshares (CBSH) Morningstar ESG Risk Rating Assessment: Medium Total Return Year-to-Date (Month-End): 39.60 Moat: Narrow ‘Commerce Bancshares Inc., is a $22 billion regional bank that provides a diversified line of financial services, including business and personal banking, wealth management, financial planning, and investments through its affiliated companies.' ‘The company's product and service portfolio, as well as its customer base triggers exposure to quality and safety issues.' —Morningstar Sustainalytics 5. Darling Ingredients (DAR) Morningstar ESG Risk Rating Assessment: Low Total Return Year-to-Date (Month-End): (18.68) ‘Darling Ingredients Inc develops and manufactures sustainable ingredients for customers in the pharmaceutical, food, pet food, fuel, and fertilizer industries. “Growing consumer demand for healthier and more environmentally friendly foods, including low-fat and plant-based proteins, exposes Darling to potential customer loss should it fail to adapt its portfolio to this trend.' —Morningstar Sustainalytics.” End quotes. ------------------------------------------------------------- Top 2025 ESG Stock and Fund Picks (3) This next article is written by an analyst we have repeatedly featured on this podcast. Her name is Aparajita Dutta, and she hails from Zacks. The article is titled 3 Renewable Energy Stocks Poised for Explosive Growth in 2025. Here are some quotes by Ms. Dutta on each of her picks. “These stocks, with a favorable Zacks Rank #2 (Buy), have gained more than 25% so far this year… these can be expected to continue their rally in 2025 as well… 1. Constellation Energy (CEG) this company delivers electric power, natural gas, and energy management services across the United States. It is the lowest carbon emitter among major investor-owned U.S. generators… The Zacks Consensus Estimate for Constellation Energy's 2025 earnings implies a 10% improvement from the prior year's estimated earnings. The stock has gained 96.6% in the year-to-date period, while its current average price target has an upside of 23.7% from its last closing price. Free Stock Analysis Report. 2. Excelerate Energy (EE) Excelerate Energy is a provider of floating liquefied natural gas (LNG) terminals… The Zacks Consensus Estimate for Excelerate Energy's 2025 earnings implies a 19.1% improvement from the prior year's estimated earnings, while that for its 2025 sales reflects a 25.8% increase. The stock has gained 97.6% in the year-to-date period. Free Stock Analysis Report. 3. Gevo (GEVO) Gevo is a renewable chemicals and advanced biofuels company engaged in the development of biobased alternatives to petroleum-based products… The Zacks Consensus Estimate for GEVO's 2025 sales implies a 101.5% improvement from the prior year's estimated earnings. The stock has gained 30.1% in the year-to-date period, while its current average price target has an upside of 296% from its last closing price. Free Stock Analysis Report” End quotes. ------------------------------------------------------------- Top 2025 ESG Stock and Fund Picks (4) This next article features some well-known ESG stocks. It's titled 3 ESG Stocks That Align Profits With Purpose. It was written by Rjkumari Saxena and was seen on stocknews.com. Here is some of what Ms. Saxena has to say in her article. “1. Salesforce, Inc. (CRM - Get Rating) provides Customer Relationship Management technology that brings companies and customers together worldwide. Its service includes sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and artificial intelligence, and deliver quotes, contracts, and invoices… Salesforce, Inc.'s robust outlook is reflected in its POWR Ratings. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system. 2. Adobe Inc. (ADBE - Get Rating) operates as a diversified software company globally. It operates in three segments: Digital Media; Digital Experience; and Publishing and Advertising. The company offers products, services, and solutions that enable individuals, teams, and enterprises to create, publish, and promote content, and Document Cloud, a unified cloud-based document services platform… Shares of Adobe have plunged 13.7% over the past month to close the last trading session at $446.74. Adobe's POWR Ratings reflect its sound fundamentals. The stock has an overall rating of A, which translates to a Strong Buy. 3. NextEra Energy, Inc. (NEE - Get Rating) generates, transmits, distributes, and sells electric power to retail and wholesale customers. It generates electricity through wind, solar, nuclear, natural gas, and other clean energy… NextEra Energy has raised its dividends for 29 consecutive years… Over the past year, the stock has gained 20.4% to close the last trading session at $72.49. NextEra Energy's POWR Ratings reflect its bright prospects.” End quotes ------------------------------------------------------------- Top 2025 ESG Stock and Fund Picks (5) Now infrastructure stocks are often overlooked by ethical and sustainable investors. However, they are worth looking at. See this article titled Meet the High-Performing Infrastructure Stock That's Crucial to Supporting This Massive $3 Trillion Megatrend. By Matt DiLallo, found on fool.com. Here are some quotes from the article. “One company that is absolutely critical to building this infrastructure is Quanta Services (NYSE: PWR). It's the industry leader in providing specialized infrastructure solutions… Quanta Services provides specialized infrastructure solutions to the utilities, renewable energy, technology, communications, pipeline, and energy industries. Its client list is a who's who of industry leaders in those respective sectors… Increasing infrastructure investment is driving strong growth for Quanta Services this year. It delivered another quarter of double-digit growth in the third quarter. Its revenue rose from $5.6 billion to $6.5 billion, while its adjusted earnings increased from $2.24 per share to $2.72. It also generated $539.5 million in cash flow, pushing its year-to-date total to nearly $1.4 billion (with almost $980 million in free cash). That strong performance has helped drive a more than 50% increase in its stock price this year.” End quotes ------------------------------------------------------------- Additional articles not covered due to time constraints 1. Title: 4 Alternative Energy Stocks To Buy Amid Rising Raw Materials Cost on barchart.com. By Zacks Investment Research, Inc. 2. Title: Analyst Sees 500% Upside for This Clean Technology Penny Stock on finance.yahoo.com. By Nauman khan. 3. Title: Top 5 Fastest Growing Solar Energy Stocks to Watch Out for in 2025 on equitymaster.com. By staff. 4. Title: The Shocking Rise in Enphase Energy Stock! What Investors Need to Know Now! on jomfruland.net. By Paquita Cicero. 5. Title: Why Aptiv PLC (APTV) Is One of the Best Environmental Stocks to Invest in Right Now? On msn.com. By Mashaid Ahmed. 6. Title: Why Array Technologies (ARRY) Is Among the Best Renewable Energy Stocks to Buy? On finance.yahoo.com. By Mashaid Ahmed. 7. Title: Nike a Top Socially Responsible Dividend Stock With 2.2% Yield (NKE) on nasdaq.com. By BNK Invest. 8. Title: AAPL: 3 ESG Stocks for Ethical and Profitable Investing in 2025 on stocknews.com. By Rjkumari Saxena. 9. Title: USCL, USCA, and NZUS: 3 Climate ETFs Beating the Market on marketbeat.com. Written by Nathan Reiff, Reviewed by Shannon Tokheim. 10. Title: 3 Renewable Energy Stocks to Buy in 2025 and Hold for Decades on fool.com. By James Brumley. Articles of Interest from Around the World 1. India. Title: Top 5 Fastest Growing Solar Energy Stocks to Watch Out for in 2025 on equitymaster.com. By staff. 2. Australia. Title: Which 3 ethical ASX ETFs performed the best in 2024? On fool.com.au. By Aaron Bell. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast “Top 2025 ESG Stock and Fund Picks.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next January 24th. Bye for now.   © 2024 Ron Robins, Investing for the Soul

In this episode, we delve into the article "The Future of CRM: The Next Evolution in Customer Relationship Management", discussing:The current state of CRM systems and their historical context.Emerging technologies influencing CRM, including AI and automation.Shifts in customer expectations and how businesses are adapting.Strategies for integrating modern CRM solutions to enhance customer engagement.This episode provides insights into the transformation of CRM practices.Resources Mentioned:The Future of CRM: The Next Evolution in Customer Relationship ManagementFor more episodes and updates, subscribe to our podcast and visit our website.

When you grow your audience to build your business, you need to manage your leads. It isn't enough to get people to subscribe to your podcast. You need to get them to your email list. GROW YOUR SHOW BY GROWING YOUR LIST When I was first starting out, I hired Cindy as my coach. She was helping me build the infrastructure that would help me grow my business. Cindy is a visibility coach. She helps people get noticed. Just what I needed to grow my audience and business. One day on a call, Cindy suggested I participate in a giveaway to grow my email list. A giveaway is a marketing tactic where a group of experts join together to help each other grow. One expert is the host of the giveaway. This person builds the back end and manages the giveaway. A number of other experts each contribute a free gift. They all then promote the giveaway to their lists. The email recipients opt in for the giveaway, which grows the list of the giveaway host. Then the email recipients decide which gifts they would like, and they opt in for those gifts. This grows the list of the contributor. The better the gift, the better chance an expert has to grow their list. YOUR LIST OR YOUR PODCAST But I wanted to grow my podcast audience, not my list. On the call that day, I told Cindy the same thing. She told me growing the list would grow the audience. Each time you release a new episode, you can email your list and remind them to listen. That was the day I understood the power of the process. If you invite people to your podcast when you are on stage, they may come listen to your show. If they don't come back or subscribe, you have no way to contact them again. But if you invite them to your email list with your lead magnet when you are on stage, you have their name and email address until they unsubscribe. Now you can reach them each time you release a new episode. When I started building my email list, my podcast audience started to grow. Soon, I started to realize I needed to organize the contacts on my email list. That's where a powerful CRM tool comes into play. MANAGE YOUR LEADS ON YOUR LIST There are a variety of CRM tools, or customer relation management tools, available to manage your list. These tools help you manage your interactions with customers, build customer relationships, and grow your business. Many people are surprised when I suggest people on stage don't send people to the podcast. Instead, send them to your email list. When you get people on your email list, you need to keep them organized and manage your leads. This allows you to send relevant information to each segment of your audience while reminding the entire list to listen to the podcast. So, how do you choose a CRM to manage your leads? MANAGE YOUR LEADS WITH RAMESH DEWANGAN I've invited Ramesh Dewangan to join us and help us develop a plan. Ramesh is the Founder and CEO of Quantum Vision Consulting. He brings over 30 years of global experience in software development, product management, and marketing to help entrepreneurs and small businesses achieve rapid growth by implementing innovative business practices and systems. Ramesh specializes in business growth through automated marketing and sales using CRM and mobile applications. Download Ramesh's free eBook "Driving Business Growth: Discover how CRM accelerates business success" at

We've all seen it in the movies. A character has an invisibility cloak, or drinks a potion, or perhaps turns into a ghost. And then, oooh how tantalizing, they can see what goes on when they're not around.Well as our latest guest explains it, we shouldn't just think of that kind of moment as some sort of sci-fi fantasy. We should work as if we're trying to optimize that conversation.As she puts it – “It's about what people say when you are not in the room.”To hear the story behind that lesson, along with many more lesson-filled stories, I talked to Allyson Havener, Chief Marketing Officer, TrustRadius [https://www.trustradius.com/].Stories (with lessons) about what she made in marketingCreating a category is one of the most difficult GTM strategies, but if you have enough conviction, time, and money to pull it off, it's worth itDone is better than perfectIt's about what people say when you are not in the roomAlign marketing initiatives to revenueLead marketing strategy with the voice of your customersPartner to understand the investment needed for growth while also achieving profitabilityDiscussed in this episodeGet Productive With AI – Join us on November 20th at Noon EST. There is no cost. See the 7 principles you can learn in this session and register to join us at MeclabsAI.com/GetProductive (from MarketingSherpa's parent company, MeclabsAI).B2B Digital Marketing & Demand Generation: My boss has asked me to produce $1 billion in revenue. Now what? (podcast episode #109) [https://marketingsherpa.com/article/interview/B2B-digital]Female Entrepreneurship and Marketing: Having built a big community doesn't mean you will be able to monetize it (podcast episode #71) [https://www.marketingsherpa.com/article/interview/entrepreneurship]Brand Voice: 3 quick marketing case studies from Pedigree, a freelance marketplace, and a marketing agency [https://marketingsherpa.com/article/case-study/brand-voice-case-studies]Get more episodesSubscribe to the MarketingSherpa email newsletter [https://www.marketingsherpa.com/newsletters] to get more insights from your fellow marketers. Sign up for free if you'd like to get more episodes like this one.For more insights, check out...This podcast is not about marketing – it is about the marketer. It draws its inspiration from the Flint McGlaughlin quote, “The key to transformative marketing is a transformed marketer” from the Become a Marketer-Philosopher: Create and optimize high-converting webpages [https://meclabs.com/course/] free digital marketing course.Apply to be a guestIf you would like to apply to be a guest on How I Made It In Marketing, here is the podcast guest application – https://www.marketingsherpa.com/page/podcast-guest-application

I sit down with the Founder of Cultivize, Jason Kramer, to dive into how effective lead nurturing and customer relationship management (CRM) can help you convert prospective buyers into customers. What You'll Discover In This Episode: ✔ What A CRM Really Is ✔ The 4 Components of A CRM ✔ Strategies For Lead Nurturing ✔ The Importance Of Connectivity To Your Website ✔ What Type Of ROI A Business Owner Can Expect ✔ The Factors To Consider When You're Buying Business Software ✔ How CRMs Can Help You Determine The Strength Of Leads ✔ What To Get In Writing Before You Choose A CRM ✔ What Amber Did To Hack The System ✔ So Much More! To access resources and links from this episode, click on https://AmberDeLaGarza.com/351   P.S. Want to discover what's most holding you back in business and receive a personalized playlist to help you overcome those specific challenges? It only takes a few minutes to take the Next Level Business Owner Quiz and get on the path of taking your leadership and business to the next level!  And… If you want help managing your time, creating efficiency, making a new hire, reducing the stress and overwhelm of running a business, or making strategic decisions that will help you level up your business, I'd like to talk to you. Let's discuss how we can partner together to help you get unstuck, reduce stress, and determine a clear path to increased profits! Schedule your Discovery Call  

Jake Dean sits down with Eva Oh to chat week-long escort bookings, contentment, client demographics, the concept of ‘high end' and the whorearchy; and so so much more. Eva shares her tips for managing long term client engagements, decompression and a family heirloom that grounds her as a part of the process.Watch on YouTube: https://youtube.com/evaohMore on Eva Oh: https://eva-oh.comHIGHLIGHTS:Here are the timestamps for the video episode. On some podcast players you should be able to click the timestamp to jump to that time.(00:00) - Welcome. What is #teakink(00:23) - Meet Jake Dean, Who Starts out by Charming Me(02:33) - Jake, Escort and Escort Agency Owner(03:50) - Why Escorting: Playboy, Business Studies and Amsterdam(06:30) - Jake's First Booking(07:30) - Customer Relationship Management in the Sex Industry(08:10) - How Escorting has Changed (For) Jake(11:50) - Friendship and Isolation(15:30) - Finding Contentment in Escorting(20:25) - Week-long Bookings with a Client?!(25:50) - How I Stay in Character-ish(27:50) - How I Decompress from a Long Booking: Habit, Practice and Boundaries(31:00) - Does Our Rates Effect Client Demographic and Behaviour?(34:00) - People Skills(35:15) - A Long Term Job(36:15) - Unpredictable and Questioning, Improving Self(38:55) - ‘High End' and the Whorearchy?(41:35) - How Jake Runs His Escort Agency(48:45) - Escort Touring Quirks and Good Habits

Show SummaryOn today's episode, we're featuring a conversation with Amy Alvarez, Vice President of Marketing and Communications with the Avalon Action Alliance, and John and Cheryl Burns, a veteran family whose lives have been changed through support from Avalon Action Alliance partners. The Avalon Action Alliance is a network of treatment, service and support providers that takes a comprehensive approach to addressing Traumatic Brain Injury, Posttraumatic Stress, and Substance Use concerns.  Provide FeedbackAs a dedicated member of the audience, we would like to hear from you about the show. Please take a few minutes to share your thoughts about the show in this short feedback survey. By doing so, you will be entered to receive a signed copy of one of our host's three books on military and veteran mental health.  About Today's GuestsAmy Alvarez is a community builder and storyteller who loves bringing people together for social impact. Throughout her career, she's helped some of your favorite causes and social enterprises stand out with innovative marketing, business development and relationship building. Prior to Avalon, Amy served as the Vice President of Marketing & Communications for Make-A-Wish Georgia where she helped them successfully refresh their brand, build and grow their social media presence, and secure national media to elevate stories of wish families. She loves mission-driven organizations and finds purpose in trying to move people to take action, build bridges and influence change. She's a believer in creating an environment that fosters diverse voices and perspectives.​Amy graduated from Florida State University with a degree in Marketing with an emphasis in Sales and Customer Relationship Management. As a child, her love for travel was ignited through her father's 22-year service in the Navy. Her favorite place to be stationed was Tegucigalpa, Honduras.In her free time, you'll catch her on the trails with her Frenchie, Charlie, exploring a new city or dancing in the aisles at the grocery store to some music.----John Burns is an Army Combat Veteran who survived an IED attack while deployed to Baghdad, Iraq. A last minute decision as a leader to change seats assignments changed everything for him, making him the lone survivor in his vehicle and leaving him with debilitating injuries. His survivor's guilt was gripping and began a 19-year journey of struggle. Lack of sleep, balance issues, severe PTS made it hard for John to exist. He turned to the VA who prescribed him a cocktail of medicines. Then came the pandemic…forced isolation and loneliness escalated John's symptoms. He spent days in the dark, with very little interaction. John's wife Cheryl, desperate for answers and help, started researching places for him to get care. They found Avalon who connected them with the University of Florida Haley Brain Wellness Program. John's class was one of the biggest cohorts to date. He reluctantly attended, but by the 3rd day, he knew things were going to be different. After 3 weeks of care, everything changed and he found hope againCheryl says she got her husband back. John said he got his life back. And he gained community, something he missed from his days serving. Today, John is thriving. Finally taking that Greek vacation he dreamed of. Finally being the grandpa he hoped he'd become. Finally being himself. A life renewed and hope restoredIn John and Cheryl's own words: “We found Avalon Action Alliance when we needed it most. We had lost hope in the way John was being treated and didn't know where else to go after years of searching for help. Everything changed when we were connected to the team at UF Health. We're finally living the life we envisioned – full of love and hope once again. Avalon's care is life-changing, and we'll be forever grateful for the support we received from them.”Links Mentioned in this Episode Avalon Action Alliance Web SiteAlliance Partner LocationsPsychArmor Resource of the WeekPsychArmor  Brain Health & Wellness Learning Series - Traumatic Brain Injury. In your work with the Veteran and military-connected community, you may work with a military service member or Veteran who has experienced traumatic brain injury (TBI). While a TBI diagnosis can pose a daunting challenge, there are a number of of both individual and community-based treatments to support warriors in their recovery. The goal of this series is to give you essential information on TBI and the tools and resources to make a difference in the lives of military members who have suffered a brain injury during service. You'll gain a greater understanding of the statistics behind TBI, common symptoms, diagnostic techniques, and treatment therapies. Warriors can and do recover from the effects of brain injuries and—with your support—acquire new skills to overcome limitations and live fulfilling lives. You can see find the resource here:    https://learn.psycharmor.org/courses/WWP-BHW-TBI Episode Partner: Are you an organization that engages with or supports the military affiliated community? Would you like to partner with an engaged and dynamic audience of like-minded professionals? Reach out to Inquire about Partnership Opportunities Contact Us and Join Us on Social Media Email PsychArmorPsychArmor on TwitterPsychArmor on FacebookPsychArmor on YouTubePsychArmor on LinkedInPsychArmor on InstagramTheme MusicOur theme music Don't Kill the Messenger was written and performed by Navy Veteran Jerry Maniscalco, in cooperation with Operation Encore, a non profit committed to supporting singer/songwriter and musicians across the military and Veteran communities.Producer and Host Duane France is a retired Army Noncommissioned Officer, combat veteran, and clinical mental health counselor for service members, veterans, and their families.  You can find more about the work that he is doing at www.veteranmentalhealth.com  

In this episode of Tech Sales Insights, Randy Seidl is joined by Scott McNealy, former CEO of Sun Microsystems, unfolds his vast career insights and personal anecdotes. The discussion, primarily focusing on sales tips, touches on various topics such as McNealy's parenting philosophy, experiences as a sales leader, and humorous personal stories from his life. The script highlights McNealy's sales strategies, the importance of leadership involvement in sales, and maintaining ethics in business. Also included are McNealy's ventures post-Sun, his involvement with his sons' careers, and the personal values that have guided his life and work.KEY TAKEAWAYSSales Tips: Emphasis on the importance of building strong relationships and being present.Leadership: McNealy's focus on ethical leadership and employee fulfillment.Parenting Wisdom: McNealy discusses his strict but loving approach to parenting.Company Culture: Sun Microsystems' culture fostered numerous future leaders.Innovation and Persistence: Notable stories of overcoming business challenges with creativity and resilience.Personal Growth: Transition from being shy to becoming an effective public speaker and leader.QUOTES- 'Sales is a contact sport. You've got to be there. You can't zoom your way to B2B success.' — Scott McNealy- 'No deals ever lost. It's only postponed.' — Scott McNealy- 'You're not your kid's friend. You're their parent and too many parents want to, have sleepovers, go water skiing with their kid and do all of these other things.' — Scott McNealy- 'If you're going to bring a child into the world…you ought to take full responsibility until they're out of the nest.' — Scott McNealy- 'It's your responsibility to keep skills current, not the company's.' — Scott McNealy- 'Everything will be fine. Don't you dare cheat.' — Scott McNealyFind out more about Scott McNealy through the links below:https://www.linkedin.com/in/smcnealy/This episode is sponsored by Sandler. Sandler is a world leader in innovative sales, leadership, and management training. For more than 50 years, Sandler has taught its distinctive, non-traditional selling system and highly effective sales training methodology, which has helped salespeople and sales managers take charge of the process.

Get Ready to Supercharge Your Sales with Pipedrive's AI-Powered Magic   In this episode, I had the chance to chat with Peter Harris, the powerhouse COO behind Pipedrive, the customer relationship management platform (CRM) that's quietly revolutionizing sales teams everywhere.   If you're looking to close deals faster, with less hassle, Pipedrive is the tool you didn't know you needed.   Peter shared some jaw-dropping insights on how Pipedrive's AI-Powered Sales Assistant is transforming sales workflows.   Imagine having a smart assistant that not only organizes your chaotic processes but predicts your next move—before you even realize it. This is AI at its best, turning guesswork into precision.   You'll also discover how Pipedrive is using AI internally in ways that are truly game-changing – from automated meeting summaries (yes, finally!) to crafting personalized marketing emails that actually convert,   Peter gives a behind-the-scenes look at the tech that's simplifying sales teams' lives while driving results.   The best part? Peter keeps it real. There's no fluff, just practical advice on how to harness AI's potential without getting lost in the buzzwords. If you've been hesitant to embrace AI, this conversation will push you over the edge—in the best possible way.   Here's what you'll learn: How Pipedrive's AI-powered Sales Assistant helps you prioritize leads and finance deals faster. The power of ‘activity-based' capital formation for turbocharging your raises. Pipedrive's "secret weapon" for handling internal tasks like meeting summaries and automated emails—saving your team hours every week. Simple, practical AI tips for generating new leads and converting them to investing – without overwhelming prospects and investors. So, if you want to take your capital raising to the next level, streamline your workflows, and inject a little AI brilliance into your raises, this is an episode you can't afford to miss! ***** The only Podcast you need on real estate and AI.   Learn how other real estate pros are using AI to get ahead of their competition.   Get early notice of hot new game-changing AI real estate apps.   Walk away with something you can actually use in every episode.   PLUS, subscribe to my free newsletter and get: • practical guides, • how-to's, and • news updates   All exclusively for real estate investors that make learning AI fun and easy and insanely productive, for free.   EasyWin.AI

In this episode, we dive deep into a crucial yet often overlooked aspect of the sales process: documenting notes. Whether you're a manager, a BDC representative, or a sales rep, this episode is tailored for you.  I explore why documenting customer interactions is essential for improving sales performance and enhancing customer relationships. We'll discuss how thorough note-taking can help each team member make more personalized connections with customers, ultimately leading to more successful car deals.  I pull up my worksheet on what to document that I use in dealerships when I'm training and coaching. Ask me for a copy! Discover how consistent documentation fosters unity within the team, ensuring everyone is on the same page and that every customer feels valued. Just like putting cars back on the lot, this practice requires ongoing attention and commitment. Don't miss this opportunity to elevate your customer service and sales strategies! Tune in and learn how to turn your notes into a powerful tool for success. Dealer Talk with Jen Suzuki Podcast |Jennifer@edealersolution.com | 800-625-1590 | edealersolutions.com  

One of the biggest drains on your time (and productivity) is a disorganized workspace. This week, I'm sharing some ideas for getting organised so you can find what you need when you need it.  You can subscribe to this podcast on: Podbean | Apple Podcasts | Stitcher | Spotify | TUNEIN   Links: Email Me | Twitter | Facebook | Website | Linkedin   Get Your Copy Of Your Time, Your Way: Time Well Managed, Life Well Lived Subscribe to my Substack  Take The NEW COD Course The Working With… Weekly Newsletter Carl Pullein Learning Centre Carl's YouTube Channel Carl Pullein Coaching Programmes The Working With… Podcast Previous episodes page   Script | 340 Hello, and welcome to episode 340 of the Your Time, Your Way Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein, and I am your host of this show. I remember watching videos by David Allen—author of Getting Things Done—where he explains the importance of having an organised workspace.  These videos were recorded before the digital takeover, yet the principles remain the same whether we deal with paper or digital documents.  If your stuff is all over the place, you will waste a lot of time trying to find what you need, and it's surprising how much time you lose.  This week's question caught my attention, as getting and keeping your workspace organised is an overlooked part of the modern productivity movement. It won't matter how clever your digital tools are if you don't know where everything is or how to organise your notes so you can find what you need when you need it in seconds. You'll still waste much time doing stuff you shouldn't need to do.  As I researched this, I could only find advice on keeping desks and physical files, notes, and documents organised. There is little advice on keeping a digital workspace clean and organised. Well, that is apart from some older articles about how an untidy computer desktop slows down your computer and makes finding anything slow and cumbersome.  Now before I go further, let me hand you over to the Mystery Podcast Voice for this week's question. This week's question comes from Alice. Alice asks, Hi Carl, How do you keep all your files, notes and other digital things organised? I'm really struggling here and would love some advice. Hi Alice, thank you for your question. One of the first things you will need to do is allocate a single place for your digital documents. Today, most people are comfortable storing all their personal files in a cloud storage system, such as Google Docs, Microsoft OneDrive, or Apple's iCloud.  If you are concerned about security, an external hard drive also works. Now, just as before the 2000s, you will likely have two places: one for work and one for your personal stuff. Your company will probably dictate your work storage system.  The important thing about storing documents and files you may need is accessibility—i.e., how fast you can access the files.  In the past, if we wanted a file for a client named Rogers, we would go to the filing cabinet, locate the letter R, and find the file for Rogers there. If it wasn't there, one of our colleagues probably had it. (And how frustrating was that)  Today, all you need to do is open iCloud, One Drive or Google Drive and type in the name of the client you are looking for. You will then be presented with a list of all the documents related to that client. And perhaps you may already be seeing a problem.  In the past, everything was kept together in a single file folder; today, client notes can be found everywhere. We have CRM systems (Customer Relationship Management software) that track communications with customers and clients. However, these are only as good as those who enter the data.  We receive phone calls, emails, perhaps text messages, and all the documentation generated by orders, invoices, and quotes. If the people entering the data are not timely and perfect, time can be wasted just looking for all that stuff. Those CRM systems may track documents related to that client, which makes things a little easier. But do you trust them?  So, how can you keep your workspace organised and in order?  First, choose your tools. Your calendar and email will likely already be selected for you in your professional environment. Fortunately, you should have freedom over your task manager and notes app.  Rule number one. Use only one.  By this, I mean one task manager, one notes app and one calendar. Now, it is okay to use a separate calendar for your work events; after all, you may only be able to access your work calendar through selected devices. I would always advise you to try to connect your work calendar to your personal one where possible.  By this, I mean that if you use a Google or Apple calendar for your personal life, you can subscribe to your work calendar. Not all companies allow this, but I've found that most do.  This way, you have all your events viewable in one place. (Wasn't life easier when we all carried our own diaries? No interference from outsiders)  Your to-do list and notes, however, are entirely within your realm. Avoid the temptation of using your work's Microsoft To-Do or Trello. You want to have your complete life together, not scattered everywhere.  You may need to call a client early in the morning, and if all the details are separated on your work's system, that call could easily be missed. Similarly, you may need to contact your bank. If that task is on a personal system, unless you look at that system in your lunch break, you're going to miss it.  Now here's a quick tip. Use a daily note.  A daily note is a note you create each day to capture meeting notes, ideas, things to look up, and other useful bits of information. Each note's title is today's date.  As you create a new note each day, you have a reference—the date. If you number each item you add to the daily note, you now have a transferable reference to link to tasks and calendar events.  For example, imagine I captured an idea for a YouTube video, added it to my daily note, and assigned it the number 1.  That means the reference number for that idea is today's date plus 1. I can use that reference for any task or project from that idea. You can go one step further by adding a link to the note for your task, so all you need to do is click the link and boom, you are right where you need to be.  I would also advise you to keep your digital notes separate from work. I once had a client who was a university professor. She used her university's OneNote to organise all her research notes.  She then left that university, and within two or three hours of leaving, the system's organiser deleted all her notes. Seven years of research gone in seconds.  Of course, you should keep confidential information off your personal devices, but a large part of what we keep in notes is not confidential and is usually meeting notes, ideas, and possible solutions to difficult problems.  Once you have your tools and storage places sorted, it comes down to making sure what you need when you need it is quickly accessible.  To do that, learn how to search your computer. On Apple devices, this means learning to use Spotlight. It's a powerful tool that means I can find coaching client feedback simply by typing their name into the search box. I can also find digital copies of my passport, car insurance, residency permits and my address in Korean (I find it's faster to copy/paste than to type in Korean)  Everything I need frequently is instantly to hand.  And that's another reference to the pre-2000s. An optimised workspace meant that you had the files you were working on and anything else you needed quick access to within arms reach of your desk.  Anything you didn't need was stored in filing cabinets a few steps away from you.  There's the famous picture of Rose-Mary Woods, President Nixon's secretary, demonstrating how she accidentally erased 18 minutes of the tape recordings during the Watergate investigation. If you Google the picture, you can see that everything a secretary would need was on her desk or next to it (or rather coincidently, within arms reach) For Windows computers, look up Universal Search. That will explain how you can search for everything on your computer from a single place.  The final part of the puzzle is file naming.  For years, I've used a file name system that includes the date, the file type, and the name. For example, if I had a client named Bill Tanner and wrote a proposal for him, the proposal title would be 2024-09-25-proposal-Bill Tanner.  If I need to amend the proposal, I would change the date. This way, when I search Bill Tanner, I will see all the proposals I have written grouped together.  I've found that adding version numbers to the title doesn't work either, and it's not as easy to get to the latest document. Searching by date puts the very latest version on top every time.  And I do still recommend keeping your desktop clean. A cluttered desktop causes distraction. A clean desktop helps maintain focus.  Now, before I finish, I should mention your phone. This can be a complete mess. I was in the bank the other day, and some twenty-somethings were opening an account. All they had with them was their phones, yet when the bank clerk asked them for different documents, they took ages to find the information on their phones.  Rather amusingly, an elderly gentleman, armed with a plastic wallet of essential documents, completed his business at the bank far faster than those twenty-somethings.  When the clerk asked him for a document, he pulled it out and handed it over instantly. It was a real eye-opener for me. Perhaps paper is faster than digital… Sometimes.  What I've learned is to keep all your frequently used apps on your Home Screen. Learn how to use widgets—they can be a real-time saver when you need them.  Oh, and one more: when flying, use your airline's app. Place it on your Home Screen. It's incredible how often you need that at the airport or in a taxi when they ask you which terminal you need to go to.  And there you go, Alice. I hope that has helped.  It comes down to doing a little cleaning up and getting your important files and apps where you need them. Remember, it's all about accessibility.  Thank you, Alice, for your question, and thank you for listening. It just remains for me now to wish you all a very, very productive week.   

In this episode, John Kaplan and John McMahon are joined by Sasha Anderson, Global Head of Customer Success at Canva and customer success management (CSM) expert to explore the evolving role of CSMs in sales organizations. The discussion covers whether CSMs should be more commercially focused or technical, based on product complexity and pricing models. Sasha emphasizes the importance of driving customer value and usage, especially in consumption-based models where revenue is tied to product usage. The conversation also delves into the challenges of specialization, the need for alignment between sales and CS teams, and the importance of performance metrics and operating rhythms. Practical advice is provided on building a high-performance culture within CSM organizations. This episode is a must-listen for leaders aiming to optimize their customer success strategies.Tune in and learn more on this episode of The Revenue Builders Podcast.ADDITIONAL RESOURCESConnect and learn more about Sasha Anderson: https://www.linkedin.com/in/sasha-b-anderson/HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:00:43] The Evolution of the CSM Role[00:01:32] Commercial vs. Technical Focus for CSMs[00:02:22] Impact of Consumption-Based Models[00:04:30] Challenges and Strategies in CSM[00:08:47] The Shift from Customer Support to Business Partner[00:11:13] Aligning CS with Revenue Goals[00:16:55] Building Strong Relationships Between CS and Sales[00:19:42] The Importance of Customer Engagement Models[00:28:58] Aligning Sales and Customer Success[00:31:18] The Importance of Specialization[00:31:55] Pros and Cons of Specialization[00:34:52] When to Consider Specialization[00:38:11] Performance Management in Customer Success[00:46:51] Building a High-Performance Culture[00:48:55] Operating Cadence in Customer SuccessEnjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HIGHLIGHT QUOTES[00:28:47] "Tight handoffs are so important...if you don't understand that there's a competitor sitting right there that understands it and they're willing to take advantage of that opportunity."[00:49:21] "The whole point of the operating cadence is a couple different things: everyone should know what's expected on them on what cadence too."[00:52:12] "If you want one of these roles in CS, in today's environment, you better know how to communicate up."[00:53:28] "As a CS leader, you're responsible for owning the narrative with your C suite, with your customers, with your board about what's happening in the business. And if you don't own the narrative, somebody else is going to own it for you."

In this solo episode, Bryan is joined by Zinc Partners' Matt Wittlief to dive deep into the world of Customer Relationship Management systems, focusing on how salespeople and sales leaders can leverage CRM to drive better results.  For many sales professionals, platforms like Salesforce are seen as glorified rolodexes and just another task on their to-do list. But Matt and Bryan challenge that notion and encourage a different perspective. They discuss how to make your CRM work for you by understanding the essential information that can enhance your daily workflow, prioritize your tasks, and guide your decision-making. The guys also explore the art and science of forecasting, from analyzing opportunities and deal stages to evaluating historical trends. They share practical strategies for creating reliable forecasts that empower your team and influence organizational decisions. Curious what the Blind Zebra Sales Operating System is all about? You can learn more here. And if you haven't already, make sure you join the Advanced Selling Podcast LinkedIn group: http://advancedsellingpodcast.com/linkedin.

Try AMPLY for 14-days FREE: https://www.amply.360 Listen to this episode to learn more and decide if a CRM is the right investment for your business. Discover the essential role of a Customer Relationship Management system (CRM) in driving your small business's success. In this informative podcast, we'll explore the key benefits, features, and implementation strategies of a CRM. Learn how AMPLY's all-in-one platform can streamline your operations and help you achieve your business goals. Key Takeaways: - The importance of a CRM for small businesses - Benefits of using a CRM system - Essential features to look for in a CRM - Implementing a CRM system: best practices and tips Schedule a demo session to catch Amply's CRM system in action: www.amply360.io Watch this on YT: https://youtu.be/LCLFHEDh1mY Join Momentum Monthly Group Coaching for women- entrepreneurs: https://www.momboss.academy/momentum If you enjoyed the episode, please leave a review on our podcast: https://podcasts.apple.com/sg/podcast/the-chill-momboss-build-a-profitable-business-from/id1476131353

In this episode of The JDE Connection, hosts Chandra and Paul explore the functionalities and capabilities within the JD Edwards Customer Relationship Management (CRM) and Health and Safety modules. As part of their ongoing series exploring JDE feature functionality, the provide an overview of the key components Case Management, Service Management and Health and Safety Management. 03:07 Customer Relationship Management Overview 04:13 Case Management 08:47 Service Management 13:33 Health and Safety 18:00 Midwesternism of the Day

In this episode, Lori welcomes Nikki Green, a life and business resiliency expert, to discuss the essential foundations for building a successful business. They explore the critical mindset shifts required for transitioning from an employee to an entrepreneur, emphasizing the importance of financial literacy, understanding revenue streams, and effective cash flow management. Nikki shares practical advice on product development, the value ladder concept, and the significance of a robust customer relationship management (CRM) system. The episode provides actionable insights and strategies for aspiring entrepreneurs to build a solid business framework and navigate the challenges of entrepreneurship. Nikki's Free Gift: How to Fall in Love with a Digital Notebook Connect with Nikki:Nikki's Website Instagram: @greenchameleoncollective Nikki's other links Resources: Are you frustrated that your business isn't growing? "Messy to Magnetic: Unlocking the Secret to Effective Marketing" is a free course that goes over the top 10 mistakes small business owners make with attracting their ideal client and converting those clients to leads. Click here for your free gift!  Join Lori's private Facebook group - Make Your Marketing Simple. Lori interviews her guests in the group (giving you advance listening!) and has a community of small business owners just like yourself to connect and grow their businesses.  Join now!  Schedule a Website Biz Accelerator call. Answer just a few questions and Lori will audit your website for the ONE biggest change you can make to your site to get more clients.  Schedule here!  Connect with Lori  

When I started in B2B, my mentor told me, “We call this business to business, but make no mistake, people buy products, not businesses. It's people who make decisions for these businesses.”Here's where the rubber meets the road. If you're only focused on businesses as accounts, you're overlooking opportunities.For example, as our latest guest shared in his podcast guest application, “Track when your customer champions change jobs.”To hear the story behind that lesson, along with many more lesson-filled stories, I spoke with Matthew Bowman, VP of Strategy, GTM, and Growth Marketing, ACT [https://www.acttoday.com/]. ACT is a 100% employee-owned company with 12,000 employees and 23 offices around the world.In Bowman's previous role, he oversaw a team of 32 direct and indirect reports and a budget of $3 million. He is currently in a startup role where he is scaling up the marketing teams.While seemingly simple, Bowman says these lessons served as part of the foundation for his creating an international department that generated $1.6 billion in revenue over 11 years' time:Message trumps channelTrack when your customer champions change jobsInterview your customersWatch for unintended consequences of strategic initiativesPrioritize with the RACE (Return, Amplitude, Conviction, Energy) Method of decision makingGenerate buzz with guerrilla marketingFoster a positive and productive atmosphere to optimize team performanceDiscussed in this episodeBuild an artificial intelligence strategy that helps you produce more revenue in an AI Quick Win Intensive [https://intensives.meclabsai.com/] (from MarketingSherpa's parent organization). Career Adaptability: Marketing can lead to many other things (podcast episode #103) [https://www.marketingsherpa.com/article/interview/career-adaptability]Marketing Career: How to become an indispensable asset to your company (even in a bad economy) [https://marketingexperiments.com/value-proposition/marketing-career]Marketing Strategy: 5 successful (and 1 failed) strategic approaches to everyday marketing challenges [https://www.marketingsherpa.com/article/case-study/marketing-strategy-5-successful-and-1-failed-strategic-approaches]Get more episodesSubscribe to the MarketingSherpa email newsletter [https://www.marketingsherpa.com/newsletters] to get more insights from your fellow marketers. Sign up for free if you'd like to get more episodes like this one.For more insights, check out...This podcast is not about marketing – it is about the marketer. It draws its inspiration from the Flint McGlaughlin quote, “The key to transformative marketing is a transformed marketer” from the Become a Marketer-Philosopher: Create and optimize high-converting webpages [https://meclabs.com/course/] free digital marketing course.Apply to be a guestIf you would like to apply to be a guest on How I Made It In Marketing, here is the podcast guest application – https://www.marketingsherpa.com/page/podcast-guest-application

In this curated episode of the Revenue Builders Podcast, John McMahon and John Kaplan are joined by Mark Banfield, CEO of 1E, to discuss the importance of building trust in sales. The conversation delves into how integrity, emotional intelligence, and a deep understanding of the customer's needs are critical in establishing trust. They also explore how elite sellers differentiate themselves by turning technical capabilities into business outcomes and guiding champions within an organization. Whether you're a seasoned sales professional or just starting, this episode offers invaluable insights on fostering trust and achieving sales success.KEY TAKEAWAYS[00:01:18] Integrity and emotional intelligence as cornerstones of trust-building.[00:02:28] The importance of understanding both the business and personal objectives of customers.[00:03:14] The value of patience and deep understanding during the discovery phase.[00:04:09] Attaching to the biggest business issues: Turning technical capabilities into customer outcomes.[00:04:59] Preparing customers for internal communication: A crucial step in building trust.HIGHLIGHT QUOTES[00:01:49] "Selling is more about listening than it's about anything else.[00:02:48] "Integrity happens by your actions—what you say you're going to do, you do."[00:04:09] "You have to attach yourself to the biggest business issue facing that customer. Once you do that, the road is paved with gold."[00:04:33] "When they allow you to influence that decision criteria with your differentiation, that's trust."Listen to the full episode through this link: https://revenue-builders.simplecast.com/episodes/improving-productivity-and-reducing-friction-in-the-workplace-with-mark-banfieldCheck out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4Check out Force Management's Ascender platform here: https://my.ascender.co/Ascender/Read Force Management's eBook: https://www.forcemanagement.com/roi-of-sales-messaging

In this curated episode of the Revenue Builders Podcast, John McMahon and John Kaplan dive into the transformative potential of AI in sales with insights from James Underhill, Senior Director for Sales Innovation at MongoDB. The discussion covers how AI can enhance sales productivity across the funnel, from territory management to post-sale processes. James shares his experiences and strategies for using AI to help sales reps focus on what truly matters—building strong relationships and driving revenue.KEY TAKEAWAYS[00:01:19] The importance of reframing customer problems to build trust.[00:01:54] AI's role in contextualizing top-of-the-funnel data.[00:02:40] Middle-of-the-funnel AI applications: CRM and knowledge management.[00:03:19] Bottom-of-the-funnel AI uses: Renewal, upsell, and customer usage insights.[00:05:16] The distinction between what AI should be used for vs. what it can be used for.[00:06:51] AI as a tool for sales reps and leaders, not a replacement.HIGHLIGHT QUOTES[00:01:19] "When somebody helps to reframe a problem that I have in a way I hadn't thought of, that's when I know this is a great seller."[00:05:16] "It's important to have the tools to augment the information you have, but decisions should still be made by people."[00:06:51] "The value proposition for AI is what it can do for the reps and sales leaders, not to them."Listen to the full episode through this link: https://revenue-builders.simplecast.com/episodes/the-impact-of-ai-on-sales-with-james-underhillCheck out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4Check out Force Management's Ascender platform here: https://my.ascender.co/Ascender/Read Force Management's eBook: https://www.forcemanagement.com/roi-of-sales-messaging

If you want to get support directly from us to grow your podcast, join our FREE community: The CoachCast AcademyIn this episode, Justin interviews Leisa Reid, a public speaking expert who booked 83 speaking gigs in her first year. Leisa helps entrepreneurs use public speaking to market their business and attract ideal clients. She shares strategies on creating a signature talk, preparing for podcast guest appearances, and managing speaking engagements efficiently. Leisa's tips will help you become a more effective speaker and grow your business through speaking opportunities.As the Founder of Get Speaking Gigs Now, Leisa trains entrepreneurs who want to use public speaking as a soul-fulfilling business growth strategy. Clients who work closely with her “Get Their Talk Ready to Rock” and build their speaking skills and confidence through the Speaker's Training Academy. Leisa has booked and delivered over 600 speaking engagements, and she teaches her clients all of the strategies she uses to get booked, stay booked and monetize their talks. In this episode, she will share the #1 secret she uses to get speaking gigs!Timestamps:3:22 Overcome public speaking fears effectively.5:39 Developing a strategy for client speaking engagements.11:12 Create a compelling and concise signature talk.12:49 Repurpose speaking content for podcast interviews.14:56 Organize podcast appearances for better efficiency.19:59 Use a structured approach to get on podcasts.23:02 Implement keyword strategy for Instagram DMs.Get Leisa's 5 Top Tips To Get More Speaking Gigs!Connect with Leisa on Facebook or LinkedIn.Resources Mentioned:Get Speaking Gigs Now | WebsiteInternational Speaker Network | WebsiteToastmasters International | WebsiteHubspot | WebsiteFind us on Instagram, YouTube, & LinkedInOur Partners:Find guests for your show and get paid for interviewing them with PodMatchTurn your podcast into tons of content automatically with CastMagic.ai

In this episode, we dive into the crucial difference between being busy and being productive in your business. Discover why your current activities might not be yielding the results you desire and learn about the 5 key income-producing activities every entrepreneur should focus on to move the needle forward. From optimizing your sales strategies to enhancing your digital presence, we cover actionable steps to boost your influence and income. Tune in to transform your efforts into tangible business growth!⬇️ MORE THINGS, CHECK THEM OUT! ⬇️ ⟡ The S.O.S. Collective: https://iden.agency/thesoscollective ⟡ 1:1 Coaching: https://iden.myflodesk.com/1on1waitlist ⟡ My Favorite Platforms: https://www.iden.agency/tools ⟡ Subscribe to my Email List: https://iden.myflodesk.com/subscribe

In this episode of Tech Sales Insights, Vinay Nachani, VP Worldwide Software Sales at Cisco, joins Randy to discuss software sales success, enterprise agreements, and sales transformation. Vinay shares his journey from an engineering background to a pivotal sales leadership role, highlighting the importance of customer trust, strategic partnerships, and the evolution of Cisco's software offerings. The conversation covers effective sales enablement, leveraging customer renewals for growth, and the significance of meditation and personal grounding in navigating a high-stakes career. Vinay also acknowledges the invaluable support of mentors and the diverse talent within his teams.KEY TAKEAWAYSBuilding Trust: Learn how engineers and sales executives can leverage trust to drive customer satisfaction and sales success.Software Transformation: Insights into Cisco's journey from a hardware-driven to a software-driven company, and the pivotal role played by Vinay in this transformation.Customer Engagement: The importance of customer-centric sales approaches and the impact of SEs (Sales Engineers) as trusted advisors.Innovative Sales Models: Explore Cisco's unique enterprise agreements (EAs) model, offering insights into price protection, overconsumption policies, and customer value.QUOTES"Customers fundamentally buy from people they like and trust.""Our focus is on simplifying the customer journey and delivering value.""In software sales, understanding customer needs is as crucial as technical excellence."Find out more about Vinay Nichani through the links below: ttps://www.linkedin.com/in/vnichani/This episode is sponsored by Sandler. Sandler is a world leader in innovative sales, leadership, and management training. For more than 50 years, Sandler has taught its distinctive, non-traditional selling system and highly effective sales training methodology, which has helped salespeople and sales managers take charge of the process.

Send Gwendolyn a Text Message!Do you ever feel overwhelmed by the myriad of tasks required to keep your business running smoothly? Maybe you're constantly playing catch-up and wish you could streamline your operations. Automation is essential for any modern business aiming for efficiency and growth. In this replay episode, I'll share five powerful automation strategies that will help you save time, minimize costs, and increase customer satisfaction. From automating your contacts and marketing to streamlining your scheduling and e-commerce processes, this episode is packed with actionable insights you won't want to miss!This episode is for you if you're a service-based entrepreneur looking to save time, reduce costs, and scale your business effortlessly with the power of automated solutions. Whether new to automation or looking to refine your current systems, these strategies will offer you practical tools to elevate your business operations and save valuable time.In this episode, you will:Identify the importance of automation for business efficiencyDiscover the five key business areas to implement automationLearn how to select and utilize appropriate automation toolsUnderstand the importance of evaluating and refining current processes before automationI hope you enjoyed this replay episode and that you can take away how important it is to effectively use automation to dramatically optimize your business operations. By carefully selecting and implementing the right tools, you can save time, reduce costs, and enhance customer and client satisfaction. Automation magnifies your operational efficiency when applied correctly, so it's crucial to refine your current processes before diving in.How are you using automation tools in your business? Come share with us on socials!Stop being overwhelmed and let your clients get back to having the best of you.Book your complimentary discovery call!Connect with GwendolynWebsiteFacebookLinkedInInstagram Thanks for joining me on this episode of Leading Behind the Scene! If you enjoyed this episode, please leave a review on Apple or Spotify to help me reach even more entrepreneurs ready to make their moves.

Send Gwendolyn a Text Message!Are you overwhelmed by the sheer number of automation tools available for business management? Maybe you are struggling to identify which CRM or email marketing platform best fits your growing company. In this episode, I'll break down the most popular automation tools on the market and provide actionable steps to help you choose the right ones for your specific needs.This episode is for you if you're a business owner looking to streamline operations, save valuable time, and focus on strategic tasks that drive growth. Don't miss out on this guide to effectively automating your business.In this episode, we cover:Comprehensive overview of popular automation tools and software on the market.Advantages of different Customer Relationship Management (CRM) systems like 17hats, HubSpot, and Dubsado.Email marketing automation platforms like Mailchimp, ActiveCampaign, ConvertKit, Aweber, and GetResponse.Key project management and collaboration tools including Teamwork Projects, Asana, Trello, monday.com, and Notion.Workflow automation solutions like Zapier, Make, and If This Then That (IFTTT).Social media management automation tools like Hootsuite, Buffer, Planoly, Sprout Social, and Later.Step-by-step guide to selecting the right automation tools for your business.Remember—choosing the right automation tools requires a clear understanding of your business's pain points and objectives. By identifying specific needs, evaluating key features, and conducting thorough testing, you can select the most effective tools that will ultimately drive your business growth and efficiency.Come share with me on socials what automation tools are working for you!Mentioned Links & ResourcesHow Automation and Process Mapping Can Transform Your BusinessConnect with GwendolynWebsiteFacebookLinkedInInstagram Thanks for joining me on this episode of Leading Behind the Scene! If you enjoyed this episode, please leave a review on Apple or Spotify to help me reach even more entrepreneurs ready to make their moves.

In this episode, Anya Chrisanthon interviews Leah Fellows, founder of Blue Gypsy Inc., to discuss the findings from the 4th Annual Online Homebuyer Mystery Shop Report. Leah shares insights on the importance of having dedicated online sales counselors (OSCs), effective lead follow-up strategies, and the critical role of marketing in driving high-quality leads. The discussion also covers the decline in OSC usage among builders in 2023, the need for diverse communication channels, and the significance of adopting technology to improve the customer experience. Leah emphasizes the importance of focusing on lead quality over quantity and provides advice on how builders can adapt to the ever-changing online-first buyer.Leah Kaiz Fellows, founder and owner of Blue Gypsy Inc. is an online sales training expert, adventurer, and home building industry professional.After graduating with a degree in communication from Boston University, Leah chose the unconventional path of a wanderer as she gained insights into different cultures, places, and people. Her Gypsy years allowed for crazy adventures and unique jobs giving her the skills and confidence to work in any setting and relate to a multitude of personalities and professionals.She spent 13 years traveling the world as a backpacker, sailboat captain, and dive instructor. In 2006 Leah began work in the new home sales industry managing leads, setting appointments, and assisting with new home sales for a large local builder in Virginia Beach. It was here that she developed her first online sales program with metrics reaching to 32% of the overall sales for that builder, at a time when the industry standard was 20-25%. She often joked that her non-existent Customer Relationship Management software (CRM) was put together with bubble gum and duct tape.The Gypsy naturally thrived in this role and was intrigued with the relationship building that is necessary to be successful in online sales.  Her writing skills played a key role in her travels as she worked freelance for magazines and newspapers and these skills continue as an important part of her duties in writing custom campaigns, website copy, and relevant blogs.Leah then went on to start Blue Gypsy Inc. in 2010 working with builders, developers, and real estate related businesses as she developed a proven Online Sales System along with her very own Online Sales Process.Since 2014 the Blue Gypsy has focused on Online Sales Training for builders across the country to help them improve their sales and the way they handle digital leads. Writer and speaker, Leah brings real world experience, and a unique, relatable quality to all her engagements.Giving back to the building industry is important to her. She is an active member of the Professional Women in Building Council and the Sales and Marketing Council locally and nationally. Currently a board member at the Home Builders Association of Metro Denver PWB, she also is also the past chair (2019-2021) the Mentoring committee and is the past co-chair (2021) of NAHB PWB's Membership and Communications sub-committee and the current 2nd Vice Chair of the Professional Development sub-committee. Leah is also a on the board of Trustees for NSMC and is the past chair (2021) of the Membership and Communication sub-committee.She writes numerous articles for Building Women Magazine, Build Maryland Magazine, Colorado Builder, and other industry blogs and publications and has spoken at the International Building Show both onstage and in PWB Headquarters, SEBC, as well as on industry webinars and podcasts around the country.Download the 4th Annual Homebuyer Mystery Shop Report HERE

Dave is a former schoolteacher with 16 years of classroom experience.  Dave also has 20 years of teaching experience in untraditional settings. He has a bachelor's degree and two masters degrees in education.  While in the classroom, he was certified as a music teacher.  He taught Band, Orchestra, Choir, and general music at all levels, preschool through college.  Other items he has taught include swimming, Microsoft Office, SAP, Contract Management, Soft Skills, Customer Relationship Management, Presentation Skills, and Computer Skills.  He comes from a family of teachers. At one point in time, there were 13 active professional teachers in the family.  His spare time is all about his kids.Key Takeaways:Swimming lessons are a good example of the need to differentiate based on levels of readiness.The most important aspect of supporting teachers is having resources available.Schools should be passing strategies to families for learning to continue at home.You engage people by reaching them on an emotional level.We need to examine exactly what we are measuring with grades. They are a snapshot in time and reflect much more than what is actually occurring with student learning.We have to make use of periodic reviews if we are to expect students to be able to retain information over the long term.Use technology in a way that has students creating and solving problems rather than just extensions of traditional methods.We have to teach students how to fail and fail correctly without punishing them with grades. It is how you handle failure that makes the difference. The YouTube example for learning.Stay in Touch:Email: DavidSchultz@financialguide.comDon't Forget to Review the Show!I appreciate you checking out the episodes. I would mean a lot to me if you took a minute right now to subscribe, rate, and review on iTunes, Spotify, Amazon, or wherever you listen! It helps the show out a lot!Who am I?I've been an educator in Massachusetts for 23 years.  I'm finishing my 16th year as a building leader.  I'm a teacher centered Principal and passionate about continuous improvement and the idea that success is not a destination, but a process. I'm active on social media, vlog about continuous improvement on a weekly basis, and wrote a book also called SEEing to Lead as a way to help everyone improve education as a whole by promoting my “just cause”: improving the educational experience for as many people as possible by being purposeful, acting with integrity, and building character. SEEing to Lead Extras!Like the content, want to be a guest, or know someone who would? Reach out to me on Twitter at @DrCSJonesHave you taken the time to order and read my latest book! Seeing to Lead is filled with practical resources and personal stories to help you support, engage, and empower those you lead no matter your position!Jimmy Casas said, "If you are a leader who is looking to support, engage and empower your staff, then SEEing to Lead, by Dr. Chris Jones, is a book you will want to pick up and read. Dr. Jones reminds us that building capacity and helping others achieve personal success is the key to elevating your organization and leaving a lasting impact."Get your copy here! Don't forget to leave a rating and review for others. I would appreciate it!Subscribe to My Newsletter! We are all busy, often unsupported, and struggle to stay engaged! Here is a weekly resource that has something to support, engage, and empower you. Not to mention it saves you time by getting to the point! Increase your focus and become a better leader; no matter your position. Check it out here!Get in touch to schedule me for a workshop or presentation!This show is part of the Be Podcast Network. Our podcasts go beyond education as we know it — in any learning environment, formal or informal — and help you be the change you want to see. Learn more about the network and all our shows at https://bepodcast.network We're thrilled to be sponsored by MyFlexLearning, the scheduling platform that helps middle and high schools meet the individual needs of all students. Create and manage time for flex blocks, WIN time, activity periods, RTI, counselor and teacher appointments and much more. And with a built-in accountability tool and reporting features, solve your challenges around getting kids where they need to be and understanding how flex time is spent. Make your flex time work for you. Visit myflexlearning.com/BE to learn more and receive $500 off the first year. 

Join host Jeff Dudan as he welcomes Fred Reichheld on today's episode. Fred, recognized as the godfather of the Net Promoter Score (NPS), discusses his pivotal role in reshaping customer relationship management. This episode dives into Fred's insights on enhancing customer satisfaction and building long-term loyalty. Want to own your own business? Take our business ownership quiz: https://podcast.homefrontbrands.com/en-us/business-ownership-quiz?hs_preview=UuqYSzMR-159529547022For your FREE Discernment eBook: https://podcast.homefrontbrands.com/en-us/discernmentJoin our Exclusive Facebook Group: https://www.facebook.com/groups/1442332473300030/ Visit our Instagram: https://www.instagram.com/thehomefrontpod/Tune in on YouTube: https://www.youtube.com/@thehomefrontpod?sub_confirmation=1Join and be a part of On The Homefront: https://linktr.ee/homefrontpodcastConnect with Jeff Dudan: https://www.linkedin.com/in/jeffdudan Connect with Fred: https://www.linkedin.com/in/fredreichheld/For more on the Net Promoter System: https://www.netpromotersystem.com/Order Fred's Book, ‘Winning on Purpose': https://www.netpromotersystem.com/books/winning-on-purpose/

Join host Jeff Dudan as he welcomes Fred Reichheld on today's episode. Fred, recognized as the godfather of the Net Promoter Score (NPS), discusses his pivotal role in reshaping customer relationship management. This episode dives into Fred's insights on enhancing customer satisfaction and building long-term loyalty. Want to own your own business? Take our business ownership quiz: https://podcast.homefrontbrands.com/en-us/business-ownership-quiz?hs_preview=UuqYSzMR-159529547022For your FREE Discernment eBook: https://podcast.homefrontbrands.com/en-us/discernmentJoin our Exclusive Facebook Group: https://www.facebook.com/groups/1442332473300030/ Visit our Instagram: https://www.instagram.com/thehomefrontpod/Tune in on YouTube: https://www.youtube.com/@thehomefrontpod?sub_confirmation=1Join and be a part of On The Homefront: https://linktr.ee/homefrontpodcastConnect with Jeff Dudan: https://www.linkedin.com/in/jeffdudan Connect with Fred: https://www.linkedin.com/in/fredreichheld/For more on the Net Promoter System: https://www.netpromotersystem.com/Order Fred's Book, ‘Winning on Purpose': https://www.netpromotersystem.com/books/winning-on-purpose/

Time to get tactical, my friends.   I love talking about energy and mindset and confidence and habits as much as the next person, but there are seasons for that and there are seasons to work and put your money where your mouth is.   April is about taking action here at MKM.   It's all about setting up the tools, systems, and workflows that will help you run your small business better, and today I'm starting with introducing you to my 10 Favorite Tech Tools that I rely on day-in and day-out in my business.   Disclaimer: These aren't the fanciest, sexiest tools. They aren't going to automate your processes and take you from A→Z in 24 hours, but they are the tried and true tools I've integrated over the course of my seven years in business here at MKM.   As I share my favorite tools of 2024, I also share tools that offer similar functions and features that may be better suited for those who are at an earlier stage of business or prefer a different user experience.   Let's dive in with my 10 Favorite Tech Tools for small business owners.   Slack What is it: Slack is a popular cloud-based collaboration tool designed to facilitate communication and teamwork within organizations. It offers a wide range of features, including real-time messaging, file sharing, project management, and integration with other productivity tools. Overall, Slack is widely used by teams and organizations of all sizes to improve communication, collaboration, and productivity in the workplace. How I use it: Communicating with MKM team members. We love the “Channels” feature that allows us categorize our conversations and file sharing by client. No more losing conversations in long email threads. Everything is easy to find and search and in one place. We operate on the free version of the platform, as it had all the capabilities and functions we needed as a super small team. Heads up: Set up rules, expectations, and boundaries to keep everything on-track and above-board. Link to Slack: https://slack.com/ ClickUp What is it: ClickUp is used by teams and organizations across various industries to increase efficiency, collaboration, and transparency in their work processes. ClickUp is a cloud-based productivity platform designed to help teams and individuals organize and manage their work. It offers a wide range of features and tools to streamline task management, project collaboration, goal tracking, and more. How I use it: Tracking projects, assigning certain team members to projects, assigning and monitoring due dates, time tracking, and project management. There is So. Much. More. you can do with Clickup, and I know I'm merely scratching the surface of its functionality. Heads up: Other apps like Asana and Trello are also helpful for project management. Link to ClickUp: https://clickup.com/ Dubsado What is it: Dubsado is designed to help small businesses and freelancers streamline their operations, improve client management, and enhance productivity. It provides a comprehensive set of tools to support various aspects of running a business, from client acquisition to project delivery and beyond. How I use it: I use Dubsado for preparing, sending and signing client contracts; sending and receiving client questionnaires; scheduling; automated emails; and I used to use it for invoicing and billing. Heads up: Other CRMs like Honeybook, Hubspot, Pipedrive, and Salesforce are also helpful for Customer Relationship Management. Link to Dubsado (and get 20% off your first month or your first year!): dubsado.com/?c=mkm20 Flodesk What is it: Flodesk is an email marketing platform designed to help businesses and creators create visually stunning email campaigns easily. It offers a range of features and templates to assist users in designing and sending emails that are visually appealing and engaging. Flodesk is known for its simplicity, ease of use, and visually appealing email designs, making it a popular choice for small businesses, bloggers, and creators looking to enhance their email marketing efforts. How I use it: I use Flodesk for everything: sending newsletters, sending client emails, creating landing pages, creating sales pages, checkouts for programs, segmenting my audience, and in general, keeping in touch with my clients somewhere off of social media.  Heads up: Other email marketing platforms include Mailchimp, Constant Contact, ConvertKit, and ActiveCampaign Link to Flodesk (and save 50% on your first year!): https://flodesk.com/c/MOLLYKNUTHMEDIA MetaBusiness Suite What is it: MetaBusiness Suite is a suite of business tools offered by Meta Platforms, formerly known as Facebook. These tools are designed to help businesses manage their presence and advertising on Facebook, Instagram, Messenger, and other platforms owned by Meta. How I use it: Measuring/monitoring my Facebook and Instagram insights and scheduling posts for myself and my clients. Heads up: Other social media schedulers include Hootsuite, Metricool, Buffer, Later, and Planoly Link to Meta Business Suite: https://www.facebook.com/business/tools/meta-business-suite?content_id=ioLzWr9kXf4GlaQ&ref=sem_smb&utm_term=meta%20business%20suite&gclid=EAIaIQobChMIrruu_seShQMVCktHAR1q-w6VEAAYASAAEgIEafD_BwE&gad_source=1 Quickbooks What is it: QuickBooks is accounting software developed and marketed by Intuit. It's designed primarily for small and medium-sized businesses to help them manage their finances more efficiently. QuickBooks offers a range of features to help users track income and expenses, manage invoices and payments, track sales and sales tax, generate financial reports, and more. How I use it: My favorite is for sending sales receipts and processing payments. I also use it for bookkeeping, running reports, and sending off-cycle invoices. Heads up: I've heard great things about Wave and FreshBooks too!  Link to Quickbooks: https://quickbooks.intuit.com/ Google Drive What is it: Google Drive is a cloud storage and file-sharing service developed by Google. It allows users to store files, documents, photos, and other data in the cloud, making them accessible from any device with an internet connection. How I use it: I love to use it to create folders for each client and drop in relevant resources to share with them: spreadsheets, documents, videos, photos, etc. I also love Google Forms for creating shareable forms. Heads up: Dropbox is great too! Link to Google Drive: https://www.google.com/drive/ Libsyn What is it: Libsyn, short for Liberated Syndication, is a podcast hosting service and distribution platform. It provides podcasters with the tools and infrastructure needed to host, publish, distribute, and monetize their podcasts. How I use it: I host The Found Podcast on Libsyn. I upload the episode once, and Libysn takes care of distributing it to all the podcasting platforms. I also can access analytics for my show and monetize/add advertising if I wish, all through the Libsyn platform. Heads up: Podbean, Anchor, and Captivate are other podcast hosting platforms that offer a range of features and pricing. Link to Libsyn: https://libsyn.com/   ChatGPT What is it: ChatGPT is a conversational AI model developed by OpenAI. ChatGPT is designed to generate human-like responses to text prompts, allowing for natural and engaging conversations with users. ChatGPT can understand and generate text in multiple languages and can be fine-tuned for specific tasks or domains. It has a wide range of applications, including chatbots, virtual assistants, customer support, content generation, and more. How I use it: Writing these show notes - lol! Not kidding! Getting ideas started, writing captions and blogs, generating SEO-friendly titles, and more. Heads up: business owners of any size can incorporate AI models from customer service to marketing to project management and more. Many of the tools identified earlier in this document have AI-powered features that help you streamline and automate the digital aspects of your business. Link to ChatGPT: https://chat.openai.com/auth/login   Canva What is it: Canva is a versatile and user-friendly tool that caters to a wide range of design needs, from personal projects to professional marketing materials. Create a wide range of visual content, including presentations, social media graphics, posters, flyers, infographics, and more. It offers a user-friendly drag-and-drop interface and a vast library of customizable templates, graphics, photos, and fonts. How I use it: Literally everything. Social media graphics, presentation slides, Christmas cards, business cards, flyers, brochures, postcards, videos, GIFs, QR codes, and more. Heads up: Adobe's suite of products, including Adobe Spark also offer a variety of design tool for small business owenrs Link to Canva: https://www.canva.com/   Honorable Mentions ManyChat Laurel Denise Planner (check out my episode with founder, Laurel Smith here!) My favorite pen My favorite legal pads Curiosity Tenacity Grit Determination   Get in the MKM Book Club In April, MKM is hosting a free resource for entrepreneurs and small business owners who desire community and personal/professional development each month with our MKM Book Club. Our April selection, continuing this focus on systems and workflows, is Do Less by Kate Northrup.   Do Less is a book for working women and mothers who are ready to release the culturally inherited belief that their worth is equal to their productivity, and instead create a personal and professional life that's based on presence, meaning, and joy. As opposed to focusing on "fitting it all in", time management, and leaning in, as so many books geared at ambitious women do, this book embraces the notion that through doing less women can have - and be - more.   To join the MKM Book Club visit mkm.myflodesk.com/mkmaprilbookclub

In this Retain: The Customer Retention Podcast episode, Lauren DeSouza speaks with Uzair Hamid, Founder and Community Lead of CRM DXB. Together, they discuss the importance of customer relationship management (CRM) in marketing, habit formation for retaining customers, and how to track the success of habit formation measures.