Podcasts about customer relationship management crm

In this episode of Seven Figures or Bust, we take a comprehensive look into Customer Relationship Management (CRM) systems and their pivotal role in scaling a successful sales operation. From lead organization and task automation to data-driven decision-making, we explore how the right CRM can streamline your workflow and significantly improve conversion rates. Whether you're evaluating platforms or optimizing your current setup, this deep dive offers strategic insights to help you close more deals with greater efficiency.

What if the secret to skyrocketing your clinic's growth was hidden in the way ancient societies thrived—through farming and hunting? Imagine if your clinic's growth strategy mirrored nature's oldest survival tactics. In this dynamic episode of Online Marketing For Doctors TV and Podcast, Huyen Truong, founder of Online Marketing For Doctors, uncovers fresh insights from Allan Dib's bestselling book, The 1-Page Marketing Plan. Dive into the powerful duality of the Farmer and Hunter mindsets, and learn how mastering both can reshape the way you attract, engage, and retain high-value patients.  

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can utilize CRM systems like NCC Promax Complete CRM to streamline operations and cut through the clutter of outdated practices.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

In this enlightening episode of the Millionaire Car Salesman Podcast, host Sean V. Bradley, joined by Dealer Synergy's Director of CRM and Technologies, Jonathan Schrieber, delves deep into the intricacies of Customer Relationship Management (CRM) systems in the automotive industry. The discussion highlights the evolving roles within the dealership environment and the crucial importance of CRM systems as a cornerstone for modern automotive businesses. The episode begins with an exploration of Jonathan's extensive background, emphasizing the value of his varied experience from education to high-ranking dealership roles and through to his tenure at LotPop. "I fell in love with the CRM because you can't hide from it. You either do or you don't." – Jonathan Schrieber Throughout the episode, Sean and Jonathan stress the significance of effectively leveraging CRM systems to ensure dealership success and growth. They explore common shortcomings and strategies for enhancing CRM processes, from setup and employee training to AI integration with tools like Podium AI.  "Information without application is just information. Information with application equals transformation." – Sean V. Bradley Key insights include the necessity of customizing CRM processes to align with dealership specifics, promoting accountabilities such as making CRM usage a condition of employment, and the underutilized potential of CRM in reducing dealership dependency on expensive third-party lead providers. During the conversation, the seamless integration of AI with CRM systems is identified as a vital step towards optimizing customer engagement and dealership efficiency. "The hardest part about this job is just getting customer engagement." – Jonathan Schrieber   Key Takeaways: ✅ The seamless integration of CRM systems with AI holds significant potential to enhance dealership efficiency, especially beyond regular business hours. ✅ Customized CRM processes are vitally important for the unique needs of each dealership, particularly in managing the lifecycle of leads from various sources. ✅ Proficient use of CRM can dramatically reduce unnecessary expenditure on third-party lead services by maximizing existing databases. ✅ Consistent training and management accountability are essential to encourage proper CRM use by employees, enhancing dealership profitability. ✅ Innovative applications of AI within CRM not only streamline dealership operations but also improve customer engagement and management decision-making processes. About Jonathan Schrieber Jonathan Schrieber is a seasoned automotive professional with over 20 years of diverse experience in the industry. Jonathan is a graduate of the NADA University and has held various pivotal roles, including Internet Director and GSM. His career spans several key areas, including sales, service, parts, and management in dealerships, which provided him a holistic understanding of automotive operations! Jonathan currently serves as the Director of CRM and Technologies at Dealer Synergy, where he leads initiatives to maximize dealership efficiency and customer relationship management globally. His expertise has been honed further through a significant tenure at LotPop, where he analyzed and enhanced dealership processes across the country.   Mastering the Art of CRM Integration: Strategies for Automotive Dealership Success   Key Takeaways: Outsourcing and AI integration are pivotal for thriving CRM strategies. Comprehensive CRM training is essential for maximizing dealership potential. CRM is not just a tool but a culture that needs top-down commitment and execution.   Innovative CRM Strategies for Automotive Dealerships The landscape of the automotive industry is rapidly evolving, with customer relationship management (CRM) as a linchpin for success. As dealerships strive to sell more cars, customer engagement remains the hardest part of the job. The introduction of AI and dedicated call centers has revolutionized how dealerships manage leads and customer interactions. Sean V. Bradley, president of Dealer Synergy, underscores the importance of CRM by stating, "One of the biggest challenges that I keep hearing from dealers across the United States is, man, I don't have enough people." Outsourcing is a game-changer in this context. By expanding their operations across three countries, including Belize and the Philippines, Dealer Synergy leverages skilled agents ensuring no customer is left unattended. This operational efficiency not only addresses the perennial complaint of insufficient staffing but also enhances customer engagement through continuous, round-the-clock service. Such strategies allow dealers to focus more on profitable engagements, rather than scrambling to maintain their current workloads. The advent of AI, especially solutions like Podium's AI BDC, amplifies this strategy. Podium's Jerry provides 24/7 lead conversion powerhouses, engaging customers even after hours. "Meet Jerry Podium's new AI BDC. Jerry is a lead conversion powerhouse designed to respond instantly to every incoming lead," offers a practical glimpse into leveraging technology for superior customer management without direct human intervention. Such integrations streamline processes, ensuring a smooth handover to human staff without disrupting customer interaction.   The Importance of Robust CRM Training and Processes While sophisticated tools and AI are invaluable, the human factor remains central to CRM success. Dealerships often overlook thorough training for their teams, leading to suboptimal use of available technology. Jonathan Schrieber, an automotive veteran and Director of CRM and Technologies at Dealer Synergy Global, emphasizes the need for a sound training structure. "I think the hardest part about this job is just getting customer engagement," he echoes, highlighting how a well-trained staff is instrumental in overcoming this challenge. Schrieber's personal journey from the floor of a dealership to overseeing CRM at an executive level underscores the value of comprehensive training and experienced leadership. His background in every facet of the dealership—from driving a parts truck to handling finance—shows how familiarity with all processes enriches CRM strategy and execution. His insight into the importance of analytics ensures that dealership's sales, service, and parts departments align seamlessly, fostering an environment where CRM is not just a database, but a dynamic tool driving meaningful customer interactions. Training should not simply involve checking off a list. Instead, it requires ongoing commitment from all levels of management. "It's not what you preach, it's what you tolerate," a quote from Extreme Ownership as referenced by Schrieber, encapsulates the idea that CRM proficiency must be embedded in the dealership's culture. Overcoming CRM hesitance requires robust leadership that practices what it preaches, making CRM compliance and training a non-negotiable part of dealership operations.   Elevating CRM from Tool to Cultural Cornerstone The successful execution of CRM strategies stretches beyond technology and tools; it requires a paradigm shift in how dealerships perceive CRM. Sean V. Bradley advocates for viewing CRM as fundamental to dealership operations, not just an optional tool. "Information without application is just information. Information with application equals transformation," he states, urging dealerships to transform data into actionable insights. Transitioning CRM from a supportive tool to an operational cornerstone involves aligning AI, human resources, and backend processes. The trifecta approach—human resources, CRM automation, and AI—ensures all dealership functions operate synergistically. When set up correctly, these elements prevent duplicate efforts and ensure smooth customer interactions. Achieving this integration requires a commitment to cleanliness and optimization of existing CRM processes. As Schrieber advises, "The first step…is just clean up and optimize what you do have first." By eliminating redundancies and enhancing process flows, dealerships can fully leverage AI capabilities, ensuring customer interaction fidelity and real-time engagement. Crafting a future-proof CRM strategy in the automotive industry necessitates a blend of advanced technology, diligent training, and a cultural shift in CRM perception. As experts like Schrieber and Bradley illustrate, converting CRM from a task-driven utility to an integral cultural component is crucial. This ensures not only enhanced customer experiences but also maximizes profitability in an increasingly competitive market. Through embracing technology, fostering comprehensive training, and committing to a culture of accountability, dealerships can thrive in the complex ecosystem of modern automotive sales.     Resources: Podium: Discover how Podium's innovative AI technology can unlock unparalleled efficiency and drive your dealership's sales to new heights. Visit www.podium.com/mcs to learn more!   NCC: Credit-Driven Retailing - NCC delivers industry-best credit-driven retailing for auto dealerships, combining a powerful credit and compliance engine and fully integrated CRM/Desking platform for maximum profitability.   Complete CRM: Complete CRM is a streamlined, all-in-one system that simplifies your dealership software and processes so you can manage every aspect of your operation with ease; from tracking and following up on leads, desking deals, managing inventory, marketing to your customers, and more.   Dealer Synergy & Bradley On Demand: The automotive industry's #1 training, tracking, testing, and certification platform and consulting & accountability firm.   The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry! With over 28,000 members, gain access to successful automotive mentors & managers, the best industry practices, & collaborate with automotive professionals from around the WORLD! Join The Millionaire Car Salesman Facebook Group today!   Win the Game of Googleopoly: Unlocking the secret strategy of search engines.     The Millionaire Car Salesman Podcast is Proudly Sponsored By: Podium: Elevating Dealership Excellence with Intelligent Customer Engagement Solutions. Unlock unparalleled efficiency and drive sales with Podium's innovative AI technology, featured proudly on the Millionaire Car Salesman Podcast. Visit www.podium.com/mcs to learn more!   NCC: Powered by proprietary solutions such as Intelligent Credit Engine™ and LenderSelect™, NCC transforms the car-buying experience for dealers and their customers. From compliance and lender selection to CRM and desking, to marketing and data mining—NCC integrates them all in a single, seamless platform to deliver better customer experiences, maximum efficiency and maximum profit.   Complete CRM: As an innovative leader in the industry for the last 30 years, Complete CRM is designed to give your dealership the competitive edge in a demanding marketplace. Powered by Complete Credit™ and award-winning desking, Complete CRM™ is the industry's only credit and compliance-enabled CRM that lets dealers achieve maximum profitability on every deal. Built on modern technology, Complete CRM seamlessly integrates credit, compliance, inventory, data mining, lead generation, enterprise functionality, and customized reporting in one tool with a single login.   Dealer Synergy: The #1 Automotive Sales Training, Consulting, and Accountability Firm in the industry! With over two decades of experience in building Internet Departments and BDCs, we have developed the most effective automotive Internet Sales, BDC, and CRM solutions. Our expertise in creating phone scripts, rebuttals, CRM action plans, strategies, and templates ensures that your dealership's tools and personnel reach their full potential.   Bradley On Demand: The automotive sales industry's top Interactive Training, Tracking, Testing, and Certification Platform. Featuring LIVE Classes and over 9,000 training modules, our platform equips your dealership with everything needed to sell more cars, more often, and more profitably!  

Join Jennifer Stats on the Life and Listings podcast as she dives deep into one of the most crucial tools in real estate—your CRM (Customer Relationship Management) system! Whether you're a seasoned pro or just getting started, this episode is packed with must-know tips on organizing your contacts, optimizing your database, and setting yourself up for long-term success—without the dreaded rework. If you've ever struggled to keep your leads, clients, and business data in check, this episode is for you! Listen in and take your real estate game to the next level!    “Most people have way too many custom fields and tags that they're utilizing in their system. So think about segmentation. Segmentation is something that we want to be able to put a chunk of people in. If a tag only is going to apply to one person, it's not a tag or custom field, it's a note. If it's something that you want to segment, so it's all of your buyers, all of your sellers, all of your SLI, all of I don't know some other group of people that you want to be able to segment everyone that's interested in a specific city that is a tag or a custom field.”   Key takeaways: Understanding CRMs and Their Importance – Explanation of what a Customer Relationship Management (CRM) system is and why it's essential in real estate. Notes vs. Tags for Organization – Clarification on the difference between notes and tags, how to properly use them for segmentation. Consistency in CRM Usage – The importance of fully committing to a CRM, ensuring all contact details are correctly recorded. Updating CRM Information Regularly – Steps to keep contact details up to date, including adding new addresses after transactions. CRM Playbook Announcement – Introduction of the monthly playbooks, with a focus on the CRM Playbook. Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

In this episode of The Team Chip Podcast, Chip is joined by Ron Sell to dive into the power of Customer Relationship Management (CRM) for martial arts schools. They break down what makes a great CRM, how to choose the right system (even if you're not tech-savvy), and the key ways CRM can save time, boost retention, and help your school grow. Plus, Ron shares insights on Spark Custom Relationship Management and how it's built specifically for martial arts businesses. Tune in for practical strategies to streamline operations, strengthen student connections, and take your school to the next level! Spark: https://sparkmembership.com/ 

In this episode of The Roofer Show, Dave Sullivan sits down with Brian Huff, the guy behind Modern Roofing Group in Denver and Littleton, CO. Brian dives into his story of how he got into the roofing world and even started his own business right in the middle of the COVID-19 pandemic! He discusses how crucial it is to build a solid reputation and tackle financial hurdles and how mastermind groups can be a game-changer for contractors. They chat about how Brian uses CRM systems to make things run smoother, keep up with follow-ups, and improve how they interact with customers. Plus, Brian shares some cool marketing strategies and why keeping an eye on ROI is so important. This episode is packed with great tips for contractors looking to grow their business and boost customer service, so tune in!What you'll hear in this episode:Importance of having a reliable Customer Relationship Management (CRM) system for roofing contractorsBrian Huff's journey into the roofing industry and his experiences working for various companiesChallenges of starting a roofing business during the COVID-19 pandemic with limited financial resourcesSignificance of maintaining a strong reputation in a competitive marketValue of networking and being part of a mastermind group for contractorsInnovative strategies for business growth through technology and automationLead generation techniques and the importance of quality leads over quantityTracking return on investment (ROI) for marketing strategies and adapting to regional market conditionsUse of automation in managing customer interactions and streamlining operationsImportance of continuous learning and adaptation in the roofing industry for sustained successResources:Connect with Brian Huff and Modern Roofing Group!Modern Roofing Group, Call Brian! (720) 334-3449Check out this episode on our Youtube channel at @DaveSullivanRooferShow" or use this link - https://youtu.be/N7F2wJVbfwkBe sure to subscribe, like, and comment!Set up a FREE strategy call with Dave and get a few tips on how you can improve your business: https://davesullivan.as.me/free-strategy-callInterested in learning more about our 1-on-1 coaching, mastermind groups, or fractional CFO services? Email me or send me a text at (510) 612-1450.No Plan? No problem. Download our FREE 1-Page Business Plan For Roofing Contractors: https://theroofershow.com/planThe Roofer Show's Vetted SponsorsHave RUBY answer your phones and tee up the sale by leaving a great first impression. Use this link to get up to $150 off your first month's service: ruby.com/roofershow.SMA Support Services fills a need by empowering contractors to simplify and optimize their operational processes with virtual assistant services. Explore what a virtual assistant can do for your contracting business. Let SMA do the hiring, training, and onboarding. Check out SMAsupport.us (Tell them Dave sent you.)Automate your follow-up process and close more sales with ProLine. Get started for FREE at https://useproline.com/. Use promo code “Dave50” for $50 off your first month's...

Today, we've invited Will Haraway to join the show to talk about his substantial background and experience in freight marketing and the founding of Lead Coverage! Will emphasizes the significance of clearly defining an Ideal Customer Profile (ICP) to excel in business development, the vital role of Customer Relationship Management (CRM) systems for enhancing visibility, team alignment in tracking customer interactions, improving retention, and attracting new customers!   About Will Haraway Will Haraway has 20 years of executive experience in B2B Technology Marketing. Will is a certified analyst relations practitioner by the Knowledge Capital Group and has helped companies including Manhattan Associates, Aptos, Atlantix Global Systems, American Software, and Rubicon Global improve their brand reputations with marketing results that help increase sales.   Connect with Will Website: https://leadcoverage.com/ / https://therevenueengine.com/  Email: will@leadcoverage.com  LinkedIn: https://www.linkedin.com/in/willharaway/   

Running a successful business isn't just about dreaming big or making bold moves. It's about nailing the non-negotiables—the habits, boundaries, and principles that keep you focused, profitable, and thriving. Without these foundational anchors, it's way too easy to get lost in the chaos of business and lose sight of what really matters. Let me ask you this: What are the non-negotiables that make a difference in your business? At Emma McQueen Pty Ltd, we have three core values which everything in the business stems from: Generosity, Kindness and Results. Based on these values, I've developed some practical, actionable ways to implement my non-negotiables and I'm so happy to share them with you as well. 1. Focus on Customer ServiceSetting a response time for enquiriesCreating a customer service script for standardising responses to common enquiries. Surprise and delight your customers. A simple handwritten note or a small gift can work wonders in making clients feel valued. Using a Customer Relationship Management (CRM) tool to help track client interactions and preferences, ensuring a top-notch service at every touchpoint.2. Money Management ToolsI cannot emphasise enough the importance of managing your finances effectively. It's vital to separate your business and personal finances. It's equally important to manage your finances with appropriate tools, such as Xero or QuickBooks rather than a simple spreadsheets. You're running a business, not a hobby! 3. Effective Follow-Up SystemThe fortune is in the follow-up so make sure you have a structured follow-up system in place. The “3-2-1 Rule” I follow—engaging with three people, nurturing two leads, and closing one deal each week—fits seamlessly into my business development routine.Additionally, tracking leads and conversions through a CRM or even a simple spreadsheet can provide a goldmine of data, helping to strengthen your client relationships and improve conversion rates.What non-negotiables have you established in your business and which areas do you think you need to elevate? I'd love to hear from you.LINKS:WebsiteFor a copy of Emma's book, 'Go-getter: Raise your mojo, shift your mindset and thrive' – https://www.emmamcqueen.com.au/book/

In this episode of the Live Full Work Fun podcast, Gayla Scrivener and Fran Attilio discuss the importance Customer Relationship Management (CRM) systems in growing any small business. They explore how CRMs can systemize business relationships, streamline communication, and create meaningful connections. Whether you're a solo entrepreneur or leading a team, this episode offers practical insights on leveraging CRM tools to enhance your business relationships. Key Highlights: Understanding different audience segments and tailoring communication strategies for current clients, past clients, and potential clients The importance of combining automated systems with personal touchpoints in client relationships How CRMs help clear mental space by getting tasks and follow-ups out of your head Practical tips for implementing systematic customer information organization The value of regular check-ins and relationship nurturing through CRM systems Continue the conversation. Share your biggest takeaway from this episode on Facebook. Connect with Gayla: Website: https://www.gaylascrivener.com/ LinkedIn: https://www.linkedin.com/in/gaylascrivener/ Facebook: https://www.facebook.com/GaylaScrivenerLiveFullWorkFun Instagram: https://www.instagram.com/gscrivener/ Connect with Fran: Website: https://tentouchcreative.com/ LinkedIn: https://www.linkedin.com/in/fran-groesbeck/ Facebook: https://www.facebook.com/tentouchcreative Instagram: https://www.instagram.com/tentouchcreative/ This episode is brought to you by Scrivener Social. The easy-to-use social scheduling platform built for the busy solopreneur. Go to ScrivenerSocial.com and schedule a demo today!

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 solo episode of the Business-First Creatives podcast, host Colie James dives deep into the intricacies of switching Customer Relationship Management (CRM) systems. Drawing from her extensive experience as a photographer who has transitioned through multiple CRMs and as a strategist assisting other entrepreneurs, Colie offers invaluable insights into when it makes sense to switch CRMs, the challenges involved, and the steps to take for a smooth transition. Whether you're contemplating a switch or simply curious about optimizing your current CRM setup, this episode is packed with essential tips to keep your business running smoothly.If you've tried setting up your Dubsado or Honeybook account, yet aren't actually utilizing all of the features it offers, I want to invite you to check out The CRM Blueprint. My course includes templates for all of the forms, emails, and workflows that you need to get paid in one easy step. Ready to maximize your use of Dubsado or Honeybook, enroll in The CRM Blueprint today! Use the code PODCAST for 10% off.Learn More >>Mentioned in this EpisodeHow to Setup Your Dubsado in Less Than 3 HoursHow to Setup Your Honeybook in Less Than 3 HoursHow to Switch from Honeybook to Dubsado Without Losing Your MindDubsado - Get 30% off your first payment (month or year) with code coliejames (aff link)HoneyBook - Get 30% off your first year (aff link)

Merry Christmas to you! “Christmas is an experience,” and so is customer experience. Just as the magic of Christmas lies in how it makes us feel, the magic of your business lies in how your customers feel when they interact with you. In today's episode, I explore how Customer Relationship Management (CRM) systems can help you create a customer experience as memorable and delightful as the holiday season. Here's a sneak peek of what we covered: Why a CRM is more than just a tool—it's a customer experience enhancer How an effective CRM can elevate your service delivery and wow your clients Practical ways to integrate CRM into your daily business operations The top CRM platforms every service-based business should consider Key Takeaways: A CRM helps you: Stay organized and on top of customer interactions Automate onboarding and streamline processes Track the entire customer journey effortlessly Collect valuable feedback and send personalized, targeted messages A CRM is only as good as the service behind it! Pairing the right CRM with excellent service delivery will make your business stand out and shine.  I pray this empowers you to create a thoughtful experience for your customers.   Mentioned in Today's Episode CRM Apps Honey Book Dubsado HubSpot CRM Zoho CRM Keap   Next Steps Ready to streamline your focus and start your service business? I'd love to help you take the next step! Download Business Clarity Blueprint: https://startthatbusinesspodcast.com/ Book Coaching Session: https://www.chichiukomadu.com/coaching Leave An Apple Podcast Review: Watch this video to learn how to leave a review   Resources Need clarity on your calling? Sign up for the Clarify Your Calling Course Want to start a podcast? Sign up for Podcast Pro University

Unlock the secrets to a thriving sales career and effective leadership with Reed Perryman, Vice President of Sales at RCN Technologies. You'll gain insights into how the transformative power of wireless LAN solutions is revolutionizing connectivity for businesses and government sectors alike. Reed shares his journey from a sales rep to a sales leader, highlighting the critical role mentorship played in his success and the invaluable lessons learned from working closely with an entrepreneur. Discover how RCN Technologies is redefining operational continuity in an ever-connected world.  Explore the dynamic path from individual contributor to visionary leader and the importance of nurturing future leaders. Reed opens up about his experiences in government sales, the significance of hiring for potential, and the competitive spirit he values in new hires. His reflections provide a clear roadmap for achieving strategic business goals through resilience, continuous learning, and risk-taking. Reed's story is a testament to the power of embracing unexpected opportunities and fostering an environment of growth and innovation.  Get ready to enhance your sales team's efficiency with Reed's expert strategies on optimizing Customer Relationship Management (CRM) systems. He dives into the art of reducing complexities to boost workflow, ensuring CRM systems align seamlessly with business goals. Gain a deeper understanding of how CRM data can offer strategic insights for both sales teams and leadership, highlighting the dual benefits of staying organized and identifying market trends. Reed's passion for personal growth and leadership development shines through, offering listeners valuable lessons on fostering innovation and achieving excellence.  Reed Perryman is the Vice President of Sales at RCN Technologies—a wireless WAN enablement company challenging traditional wireline norms with cutting-edge wireless solutions. Starting his career as an inside sales rep, Reed founded and scaled the government sales division into a bread-winning department and ultimately climbed the ranks to VP by combining relentless dedication, a compete-with-yourself spirit, an appetite for learning, and a passion for refining the sales process.  With a degree in broadcast journalism from the University of Tennessee, Knoxville, Reed brings a unique perspective to sales leadership, blending public speaking, EQ, and storytelling with data-driven tactics to drive results. He is a major advocate for starting your career at a small business.   Off the clock, he's a devoted husband, amateur antique book collector, and an excited soon-to-be father to a baby girl.    Quotes: “The key to effective leadership is understanding your team members' goals and motivations, building trust, and providing them with opportunities to grow and succeed."  "The transition from a sales rep to a leader is not just about climbing the corporate ladder—it's about embracing mentorship, resilience, and the courage to seize unexpected opportunities."  "In today's fast-paced world, operational continuity hinges on reliable wireless connectivity. At RCN Technologies, we're not just keeping businesses connected; we're empowering them to thrive."    Links:  Reed's LinkedIn - https://www.linkedin.com/in/reedperryman/ RCN Technologies - https://rcntechnologies.com   Get this episode and all other episodes of Sales Lead Dog at https://empellorcrm.com/salesleaddog 

Michaels Karriere begann im familiären Hotelbetrieb, gefolgt von Ausbildungen und Erfahrungen in einem Michelin-Sterne-Restaurant. Sein Vater war noch vom alten Schlag à la 'So lange Du Dein Füsse unter meinem Tisch hast...'. So fügte sich Michael und kochte ein paar Jahre nicht nur mit Wasser. Aber mit knapp 30 ging der matheaffine Garmisch-Partenkirchener in die Datenwelt mit Bezug zur Hotellerie. Im Jahr 2000 vertiefte er sein Wissen im Bereich CRS und CRM bei der Schörghuber Unternehmensgruppe, zu der heute fast 20 Hotels zählen. 2005 gründete er die Toedt, Dr. Selk & Coll. GmbH, bekannt als dailypoint, die sich auf Softwareinnovationen und Datenmanagement für die Hotellerie spezialisiert hat. Heute ist Michael ein führender Experte für Big Data und Customer Relationship Management (CRM) in der Welt der Hotelbetriebe. Außerdem war er lange Regionalleiter der Region Süd-Ost der HSMA sowie (Vize)Präsident der Cornell Hotel Society. Wir sprechen also über - harte Wege, die sich trotzdem lohnen (auch wenn das heute manch einer nicht mehr glauben möchte ;-) - künstliche Intelligenzen, die für personalisierte Gästeerlebnisse sorgen können - zentrale Gästeprofile als Erfolgsfaktor nicht nur für Hotels - Hotelketten, die keine Benchmark mehr darstellen - echt spannend-witzige Überraschungsfragen von Gabriele Maessen und Sandra Bayer - Treudelberger Weihnachtsbäume Wir wünschen 'Gutes Hören' beim Podcast aus dem rollenden Wohlfühlaufnahmeort - denn Fips war wieder on fire!

What if you could transform your healthcare supply chain into a powerhouse of efficiency, communication, and innovation? This week on Power Supply, George Godfrey, Chief Supply Chain Officer and Corporate VP of Shared Services at Baptist Health South Florida, joins us to reveal how his team optimized their daily supply chain operations using Customer Relationship Management (CRM) systems. From streamlining contract renewals to resolving invoice match exceptions, George explains how you can turn time-consuming manual processes into automated solutions that deliver measurable results. Whether you're looking to enhance supplier communication or reduce operational costs, this episode offers valuable strategies for leveraging CRM technology in your facility. Tune in today to discover how CRM tools can help your team build a more efficient supply chain operation! Once you complete the interview, jump on over to the link below to take a short quiz and download your CEC certificate for .5 CECs! – https://www.flexiquiz.com/SC/N/ps12-06 #PowerSupply #Podcast #AHRMM #HealthcareSupplyChain #CRM #SupplyChainOptimization

In this episode of RevOps Champions, host Therese Brinkman engages with sales expert Sam Annala to explore the transformative role of Customer Relationship Management (CRM) systems in modern sales operations. The main topics discussed include the importance of CRM in automating tasks and speeding up sales processes, the need for effective sales leadership and coaching backed by CRM insights, and the critical factor of user adoption in successful CRM implementation. The episode also highlights the ADKAR model for change management, emphasizing the importance of creating awareness and desire for new systems before training employees.Therese and Sam delve into misconceptions about CRMs, stressing that they are tools that require strategic change processes and clear objectives to drive business growth. They also discuss the importance of aligning people, processes, and technology to optimize CRM usage. Sam shares insights on leveraging data for personalized client interactions, particularly in the engineering, construction, and design sectors, and praises AI advancements for easing administrative burdens on salespeople.Sam Annala, an experienced sales leader, consultant, and trainer, emphasizes the importance of continuous coaching, data integrity, and clear CRM processes in achieving revenue goals. The episode concludes with both speakers expressing enthusiasm for AI and CRM systems' potential to enhance efficiency and foster better client relationships.Find more at revopschampions.com

Lydia Fine is a lifestyle photographer based in North Liberty, Iowa, specializing in families, seniors, and newborns. With over 22 years of marketing experience and a marketing degree and MBA from the University of Iowa, Lydia brings a unique perspective to running her fast-growing photography business while continuing her work in marketing. She's passionate about teaching photographers how to uplevel their marketing, book more clients, and use systems and technology to spend less time on the backend of their businesses. When she's not working, Lydia enjoys playing pickleball, kickboxing, and tackling jigsaw puzzles—and she dreams of one day solving the Wordle in a single try. In this episode, Lydia shares how she balances multiple roles and responsibilities while breaking traditional rules of entrepreneurship. She reminds us that success doesn't have to follow a set path—photography doesn't have to be your sole job, and social media isn't the only way to advertise. In this episode, we'll explore: How to automate repetitive tasks to save time and reduce stress Smart outsourcing: Identifying which tasks to delegate for maximum impact The power of Customer Relationship Management (CRM) systems in running a smooth business Optimizing your Google Business Profile for local SEO to appear in "near me" searches Lydia's journey proves that you can create a business and a life that works on your terms. Tune in to hear her tips, insights, and strategies for thriving as an entrepreneur. Connect with Lydia: Website Instagram Facebook Free guide: How to Get More Clients with Google Reviews  Template shop, mentoring/coaching, and more free resources     Connect with Brittnie: Website Instagram Free Content Planning Pages Purchase The Planner  The Planner 2025 Planner Reveal:  Watch it here ! Grab The Capture The Chaos Planner. Use code CHAOS15 for 15% off your order Listen to more episodes of The Organized Creative Podcast! Listen on: Apple | Spotify | Google 

In this episode, we unpack the client journey—a strategic path from awareness to conversion that's essential for scaling your business. With insights on how to build intentional touchpoints and strengthen client relationships, we'll show you why 12-16 touchpoints are key to building trust and driving sales. Dive in as we discuss how to leverage your existing content, automate touchpoints, and use client journey stages to convert leads into loyal clients. Learn the secrets to creating a smooth, valuable client experience that boosts retention, increases sales, and sets the stage for long-term growth. KEY POINTS:  - Dr. Erica's definition of a client journey  - Client journey stages: awareness, consideration, preference, buying decision, client, renewal - Ways to make money: find new clients, upsell current clients, and reactivate former clients - On conducting a content audit to identify valuable content in your business - The importance of creating (12 to 16) touch points for your client journey - On utilizing a Customer Relationship Management (CRM) system - The need to innovate in every business growth stage QUOTES:  "When we think about these stages of the client journey, you have the opportunity as a business owner, to get really clear on what actions are happening at each stage of the client journey." – Dr. Erica Jordan-Thomas "In this market, consumers are more conscious around their spending habits, requiring a higher level of trust in order to make a buying decision." – Dr. Erica Jordan-Thomas "If you don't have this thoughtfulness around your client journey, then you don't have a sustainable business." – Dr. Erica Jordan-Thomas RESOURCES: [FREE] Don't miss my free 5-Day 7-Figure Business School and learn the blueprint to grow a seven-figure education consulting business. I'm going to teach you the psychology of a millionaire, how to identify million-dollar problems, package and price your offers, master my seven-figure sales process, and identify leads to pitch immediately. Click HERE to sign up now! [LIVE EVENT] Join us at Seven Figure Educator Live, a three-day event in Atlanta, Georgia, where you'll experience unparalleled support, community, and fellowship with your fellow educators. Click HERE to grab your ticket now and let's make magic happen together in Atlanta!  [FB COMMUNITY] Don't miss out on your chance to connect with other education consultants in our free public Facebook group! Click HERE and find your 7-Figure community today. Dr. Erica Jordan-Thomas  IG | @e_jordanthomas LinkedIn | @erica-jordan-thomas-ed-l-d-86314764  Facebook | @EJTConsultingLLC  Enjoyed this episode? Like, rate, and subscribe to the 7-Figure Educator podcast!  7-Figure Educator is produced by EPYC Media Network

Curious about how a CRM can transform your gym's growth and retention? In this episode, Michael Benso dives into the powerful impact a Customer Relationship Management (CRM) system can have on gyms and fitness centers. He shares his own journey of managing multiple gym locations without a CRM and the struggles he faced in keeping track of client interactions and ensuring consistent growth.Highlighting game-changing platforms like High Level and Pipedrive, Michael shows how a CRM automates communication with members, helping keep them engaged and active. He also breaks down the complex world of A2P 10DLC regulations, explaining the importance of having proper opt-ins in your membership agreements to stay compliant and avoid costly fines. With a CRM in place, Michael suggests that gyms can even re-engage inactive or expired members, potentially boosting revenue by 5-10%.If you're ready to streamline client management, increase retention, and future-proof your gym's success, this episode is for you. Michael shares practical steps and invites you to connect with him for tailored CRM guidance. Don't just survive in the fitness industry—thrive and build a legacy with the right tools!This Podcast is Presented to you by BUZOPS Software! Your next-generation gym management software and operational system, meticulously engineered for gym owners who seek excellence and efficiency. BUZOPS It's designed to empower you to flawlessly automate administrative tasks and optimize access management to your facilities, synchronizing effortlessly with member accounts, staff management, class bookings, scheduling, individual services, and user-friendly comprehensive business reports.

In this episode of Grow a Small Business, host Troy Trewin interviews Bradley Hamner, the founder of BlueprintOS, as he shares insights into achieving impressive 40% annual growth with his 5 member team. Discover the power of peer advisory boards and how they foster strategic conversations that elevate business performance. Bradley also reveals the importance of a well-implemented CRM system and its transformative effects on small businesses. Join us to learn practical strategies that can help you take your business to the next level. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Bradley Hamner identifies that the hardest thing in growing a small business is recognizing that you can't do it all by yourself. He emphasizes the importance of leveraging your ability to drive results through others, rather than solely relying on your own hard work. This mindset shift is crucial for sustainable growth, as successful business development often hinges on collaboration and effective delegation. What's your favourite business book that has helped you the most? Bradley Hamner's favorite business book that has significantly influenced him is The Road Less Stupid by Keith Cunningham. He values its insights on making better decisions and avoiding common pitfalls in business. This book has provided him with valuable guidance in his entrepreneurial journey, emphasizing the importance of strategic thinking and reflection in achieving success. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Bradley Hamner highlights Built to Sell as an exceptional podcast for small business growth, providing valuable insights into effective strategies and exit planning. He stresses the importance of continuous learning, noting that he listens to several episodes of John's podcasts weekly to enhance his business knowledge. These resources have significantly contributed to his professional development. What tool or resource would you recommend to grow a small business? Bradley Hamner stresses the need for a robust Customer Relationship Management (CRM) system to foster small business growth, recommending that businesses invest in a well-structured CRM built by professionals. He also advocates for using communication tools like Slack to facilitate clear and organized communication among team members. This approach can significantly enhance collaboration and productivity. What advice would you give yourself on day one of starting out in business? Bradley Hamner's advice for himself on day one of starting his business would be: "You can't do it all yourself. You're talented and work hard, but it's not just about how hard you work; it's about what you work on. Your success in business will come from your ability to drive results through other people, not just from your own efforts." This highlights the importance of collaboration, delegation, and focusing on impactful work. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Success in business is driven by your ability to empower others, not just your own hard work – Bradley Hamner Always remember, it's not about doing everything yourself; it's about leading those around you – Bradley Hamner The best growth strategies come from a deep understanding of who you serve and what they need – Bradley Hamner  

QFF: Quick Fire Friday – Your 20-Minute Growth Powerhouse!   Welcome to Quick Fire Friday, the Grow A Small Business podcast series that is designed to deliver simple, focused and actionable insights and key takeaways in less than 20 minutes a week.   Every Friday, we bring you business owners and experts who share their top strategies for growing yourself, your team and your small business. Get ready for a dose of inspiration, one action you can implement and quotable quotes that will stick with you long after the episode ends! In this episode of Quick Fire Friday, host Michael Denehey interviews Julia Ewert, founder of Julia Ewert Pty Ltd, shares her insights on transforming client relationships through effective follow-up strategies. With her 5-member team, Julia emphasises the critical role of CRMs in optimising sales processes and enhancing client engagement. She highlights the importance of adding value in follow-ups rather than simply chasing proposals, providing actionable tips for small business owners looking to build trust and drive growth. Tune in to learn how meaningful connections can lead to significant business success. Other Resources: FROM PITCH TO PROFIT — HOW TO BUILD GENUINE TRUST AND ACHIEVE BUSINESS SUCCESS WITH THE INFINITE SALES SYSTEM® Key Takeaways for Small Business Owners: Implement Value-Driven Follow-Ups: Transition your follow-up strategy from simple check-ins to value-added interactions. Offer resources, insights, or introductions that genuinely help your prospects.   Leverage a CRM System: Utilise a Customer Relationship Management (CRM) system to manage leads and client interactions effectively. A good CRM ensures that no opportunities are missed and helps track your follow-up efforts.   Be Prepared for Long Sales Cycles: Recognise that securing larger clients often takes time. Expect to have multiple meaningful interactions—typically between 5 and 12—before closing a deal. Our hero crafts outstanding reviews following the experience of listening to our special guests. Are you the one we've been waiting for? Build Trust and Relationships: Focus on nurturing relationships with clients rather than just closing sales. People prefer to do business with those they trust, so aim to become a valuable resource in their network.   Customize Your Approach: Understand that every business is different. Tailor your sales process, CRM choices, and follow-up strategies to fit the specific needs and goals of your business.   Prioritize Continuous Improvement: Stay updated on best practices and new tools in sales and client management. Regularly evaluate and refine your strategies to adapt to changing market conditions and client expectations. One action small business owners can take: One action small business owners can take is to implement a structured follow-up system using a CRM. By consistently reaching out with value-added communications—such as sharing relevant resources or insights—business owners can nurture relationships, stay top of mind with prospects, and ultimately increase their chances of closing larger deals. This systematic approach ensures that no opportunity is overlooked and fosters trust and engagement with clients. Do you have 2 minutes every Friday? Sign up to the Weekly Leadership Email. It's free and we can help you to maximize your time. Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.

In this power-packed episode of the Millionaire Car Salesman Podcast, host Sean V. Bradley sits down with two top executives from Cox Automotive's VinSolutions – Mark Vickery, AVP of Performance Management, and Kevin Schmitt, Senior Performance Manager. Together, they dive deep into the exclusive VinSolutions Masterclass happening on November 6th in Chicago, designed to help automotive dealers maximize their CRM effectiveness. "CRM is your compass. If you want to sell more cars, you need to know where you're at, where you're going, and where the problems are." - Kevin Schmitt The conversation focuses on the importance of CRM in today's automotive industry and how dealerships can optimize their systems for peak performance. Mark and Kevin share insights on the importance of culture, accountability, and performance management in transforming CRM tools into powerhouse strategies for success. This episode is a must-listen for anyone looking to get the most out of their CRM and take their dealership's performance to the next level! "Creating a culture of accountability is the foundation of CRM success; without it, nothing else matters as much." - Mark Vickery -------------------------------

Ever wondered what it takes to transition from an internal recruiter to successfully owning your own agency?  If you're feeling stuck in a corporate recruitment job and have been contemplating launching your own agency, this episode of The Elite Recruiter Podcast is a must-listen. Host Benjamin Mena sits down with Raul Mendoza, who recounts his transformative journey from being a corporate recruiter to becoming an independent business owner. Amid the post-pandemic job market flux and the promise of AI enhancing recruitment strategies, Raul's story offers a timely blueprint for anyone considering a similar leap. This episode dives deep into the innovative tools and strategies that Raul employed to make his transition smooth and successful, while also addressing the common fears and challenges that come with starting your own business in the recruitment industry. Practical Insights on Building a Brand: Learn how you can use cost-effective tools like Canva and Wix to create compelling marketing and branding materials without needing a professional designer. Raul explains the importance of having a strong online presence, particularly on platforms such as LinkedIn and YouTube, to showcase your brand and attract clients in today's digital age.Effective Goal-Setting and Execution Strategies: Get inspired by Raul's emphasis on the importance of writing down and visualizing your goals. Learn actionable steps to set a specific date to make your entrepreneurial transition, build essential low-maintenance assets over a few months, and importantly, believe in yourself to overcome fear and self-doubt.Advanced Recruitment Techniques and Tools: Benefit from Raul's expert advice on essential recruitment tools like Recruiterflow for Applicant Tracking Systems (ATS) and Customer Relationship Management (CRM), Metaview for distraction-free interviews, and BetterLeap for efficient candidate sourcing. These technologies not only save time but also make the recruitment process more enjoyable and effective.   Hit play on this episode to discover how you can transition from an internal recruiter to a successful agency owner, leveraging practical tools, goal-setting, and advanced recruitment techniques for extraordinary results. Finish The Year Strong Summit - https://finish-the-year-strong.heysummit.com/ Signup for future emails from The Elite Recruiter Podcast: https://eliterecruiterpodcast.beehiiv.com/subscribe YouTube: https://youtu.be/Bj65VZtMYIg Raul Mendoza LinkedIn: https://www.linkedin.com/in/raulbmendoza/  With your Host Benjamin Mena with Select Source Solutions: http://www.selectsourcesolutions.com/  Benjamin Mena LinkedIn: https://www.linkedin.com/in/benjaminmena/  Benjamin Mena Instagram: https://www.instagram.com/benlmena/

Are likes and follows all that you sought? Think again. Vladimer Botsvadze reveals what personal branding is all about and why you need to build it if you're running an eCommerce business. Discover how to use AI while still showing care efficiently and why emotional intelligence matters the most in any business nowadays.

Joanna and Kathe are still on vacation, so our latest episode of "Insurance Business Babes," is a replay of Christian Brindle and Kathe Kline where they discussed the sixth stage of a Medicare Agent's Business: The building Tweaking, and Maintaining Stage.**Building Robust Systems for Success**A major topic we delved into was the critical importance of building efficient systems, particularly through Customer Relationship Management (CRM) tools. A CRM is indispensable for tracking client interactions, ensuring compliance, and maintaining strong relationships. We emphasized that agents must control their data, rather than relying solely on carrier sites or upline-provided CRMs. I recounted a personal experience where thorough CRM notes were vital in resolving a client complaint, underscoring the importance of detailed record-keeping.**The Value of Virtual Assistants**Christian highlighted the significant return on investment (ROI) from hiring virtual assistants (VAs) to handle non-client-facing tasks, a sentiment I wholeheartedly agreed with. My journey with VAs began after reading "The 4-Hour Work Week," which convinced me of their value. Today, my VA handles various administrative tasks, allowing me to focus on client interactions and strategic aspects of the business. Both Christian and I noted the efficiency gains from delegating tasks, leading to improved business operations.**Automating for Efficiency**In our discussion, we touched on the role of automation in streamlining workflows. I mentioned using TypeDesk for automating responses to common queries, reducing the need for repetitive typing. Christian shared his use of pre-recorded videos to explain processes, which they then transcribe for clients who prefer reading. Such systems save time and ensure consistent communication with clients.**Personalized Client Interactions**Maintaining personal connections with clients is essential for lasting relationships and referrals. I leverage tools like Book Like A Boss and Calendly for appointment scheduling, and I send hand-signed birthday, Valentine's, and Thanksgiving cards to keep in touch with clients. These personalized gestures have proven invaluable for client retention and generating referrals.**Conclusion**In this episode, Christian and Kathe explored the multifaceted strategies that contribute to a successful insurance agency. From leveraging CRMs and VAs to automating responses and personalizing client interactions, each element is crucial in building a robust, efficient, and client-centric practice. Listen in for deeper insights and practical advice on navigating the insurance industry.

In this episode's discussions around the Community Table: Adding a Customer Relationship Management (CRM) program for your law firm? Hear the struggles one small firm is facing as it looks to automate CRM duties. Start with knowing what you need, how you'll keep up with clients and follow up on leads. Software is just a tool. Without a plan, it's useless. Start with a “sequence of contact” (and no BS).  “Misfiring” when you hire a new associate can be a headache (and expensive). How do you make sure it's a good fit before you hire, instead of learning you made a mistake later? Treat recruiting as marketing. Start with a clear message. Know what you want and tell people.  Are you offering discounts? Here's the thing: people don't always want discounts; they want value. A good deal isn't about money, it's about service. Give clients more, don't charge less. Make them feel special. (Do you know what a lagniappe is?) Mentioned in This Episode: Constant Contact Hubspot Zoho CRM Keap Clio Grow Lawmatics “Origin and Meaning of the Word Lagniappe”  Join the next Community Table live. What's on your mind? 

In this episode's discussions around the Community Table: Adding a Customer Relationship Management (CRM) program for your law firm? Hear the struggles one small firm is facing as it looks to automate CRM duties. Start with knowing what you need, how you'll keep up with clients and follow up on leads. Software is just a tool. Without a plan, it's useless. Start with a “sequence of contact” (and no BS).  “Misfiring” when you hire a new associate can be a headache (and expensive). How do you make sure it's a good fit before you hire, instead of learning you made a mistake later? Treat recruiting as marketing. Start with a clear message. Know what you want and tell people.  Are you offering discounts? Here's the thing: people don't always want discounts; they want value. A good deal isn't about money, it's about service. Give clients more, don't charge less. Make them feel special. (Do you know what a lagniappe is?) Mentioned in This Episode: Constant Contact Hubspot Zoho CRM Keap Clio Grow Lawmatics “Origin and Meaning of the Word Lagniappe”  Join the next Community Table live. What's on your mind? 

In this episode, Dr. Huntley discusses the importance of having a Customer Relationship Management (CRM) system for public health entrepreneurs. She explains that a CRM helps manage interactions with clients and prospects, and recommends keeping it simple based on the size and needs of the business. Dr. Huntley provides examples of CRM tools, including spreadsheets, email marketing platforms, and project management tools. She emphasizes the importance of choosing a CRM that aligns with the specific needs of the business.   Resources Website https://PublicHealthEntrepreneurs.com Grab your copy of: Top 10 Tips For Finding Clients Grab your copy of: Top 10 Tips For Getting Started Submit a question you'd like us to answer on this podcast here. Learn more about the Public Health Entrepreneurs Mastermind group program here.

In this episode, Dr. Huntley discusses the importance of having a Customer Relationship Management (CRM) system for public health entrepreneurs. She explains that a CRM helps manage interactions with clients and prospects, and recommends keeping it simple based on the size and needs of the business. Dr. Huntley provides examples of CRM tools, including spreadsheets, email marketing platforms, and project management tools. She emphasizes the importance of choosing a CRM that aligns with the specific needs of the business.   Resources Website https://PublicHealthEntrepreneurs.com Grab your copy of: Top 10 Tips For Finding Clients Grab your copy of: Top 10 Tips For Getting Started Submit a question you'd like us to answer on this podcast here. Learn more about the Public Health Entrepreneurs Mastermind group program here.

***Guest AppearanceCredits to:https://www.youtube.com/@clarkstcapital/ “Overcoming The 5 Roadblocks Holding You Back With Private Lending”https://www.youtube.com/watch?v=scBB0I89ons&t=894s In this riveting episode of Raising Private Money podcast, Jay Conner joins Ed Mathews on his Real Estate Underground Podcast where Jay dives deep into overcoming barriers in real estate investing, from sourcing distressed properties to managing investment funds and finding deals in smaller markets!Below, we delve further into the strategies and philosophies Jay Conner has perfected over his long and successful career.Yard Sales: The Secret Source for Hot DealsJay Conner shares a surprisingly effective technique for finding distressed properties before they can be listed by realtors: yard, garage, and moving sales. He advises investors to look in local newspapers or on the Facebook marketplace for yard sale groups. By contacting property owners holding these sales, you could potentially buy distressed properties before they hit the market. These are typically homeowners gearing up for a big move and looking to offload their possessions, translating into motivated sellers eager to make quick deals.The Magic of Human ConnectionEstablishing rapport with potential sellers is crucial. Building trust and discovering their motivations can facilitate better deals. By asking open-ended questions, investors can understand the seller's urgency and needs, allowing for a more tailored negotiation and, ideally, a win-win scenario.Transitioning from Bank Loans to Private MoneyOne of the main hurdles for new real estate investors is funding. Jay Conner's transition from relying on bank loans to harnessing private money is an enlightening story.After losing his lines of credit during the 2009 financial crisis, Jay turned to private money and self-directed IRAs. He successfully raised millions by teaching his local community about the potential of earning high returns safely and securely, without ever directly asking for money.Becoming a Private Money MavenEducating people about interest rates, protection guarantees, and the process of getting their money back is key. This approach not only secures funds but also establishes credibility and trust.Jay highlights the strategy of making "good news calls," where he informs potential lenders about a lucrative investment opportunity without asking for money—just presenting an opportunity they've been waiting for. This proactive and educational approach keeps private lenders engaged and eager to participate.Excelling in Small MarketsJay Conner's success is proof that significant profits are achievable even in small markets. Based in a tiny North Carolina town with a population of just 8,000, Jay averages $82,000 in profit per deal. His strategy revolves around knowing the market well, leveraging both free and paid marketing methods, and networking rigorously.Why Small Markets Can Be GoldminesSmall markets often present less competition, allowing diligent and knowledgeable investors to dominate. Investing in high-demand areas with growing populations albeit smaller populations can offer lucrative opportunities with less stress from cutthroat competitors.Importance of Customer Relationship Management (CRM)Effective lead management is crucial for scaling any real estate business. Jay Conner underscores the importance of using a Customer Relationship Management (CRM) system to organize and track leads. A CRM helps in maintaining constant communication with potential sellers and private lenders, e

In the latest episode of the WBNL Podcast, we dive into the essential tool every real estate agent needs to thrive: Customer Relationship Management (CRM) software. The episode emphasizes the importance of choosing a CRM that fits not only the technical needs of managing client interactions, streamlining operations, and enhancing productivity but also one that aligns with personal preferences for daily use. Understanding that simplicity can often lead to more effective management, the discussion outlines the critical components of an ideal CRM, including contact management, lead nurturing and conversion, tracking listings, pendings, closings, and ensuring consistent follow-up with past clients and spheres of influence (SOI). Emphasizing the CRM's role as a virtual assistant, this episode guides listeners through the primary types of Real Estate CRMs available, from solutions designed for individual agents to team CRMs that offer user addition capabilities and IDX websites with lead routing and management features. Tune in to discover how selecting the right CRM can transform your real estate business by making daily operations more efficient and enjoyable. Whether you're an individual agent or part of a team, this episode explains the importance of choosing a system that you'll look forward to using every day. Find our show notes at https://www.wbnlcoaching.com/podcast

Struggling to keep up with a growing business? This episode of the Play Big Faster Podcast is your guide to building scalable systems! We'll chat with business systems expert John Burdett about how to streamline your processes for long-term success. Learn how to start simple, document your tasks, and choose platforms that grow with you. John dives into the benefits of Customer Relationship Management (CRM) systems and how they can centralize your customer data, improve conversions, and give you a holistic view of your business. You'll discover how building systems can save you time, ensure consistency, and prepare your business for future growth. We'll also tackle the challenges of migrating to new systems and how to approach them in phases to minimize disruption. Feeling overwhelmed by tech? Don't worry! John explains how to bridge the gap between your needs and the right solutions, and how a centralized platform can manage everything from HR to project management. By the end of this episode, you'll have the tools and knowledge to build a systemized business that thrives, not just survives. Want to stay ahead of the curve on business systems and growth strategies? Hit that follow button to ensure you never miss an episode!

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, Brian and Kim kick off a series on retention marketing, focusing on how auto repair shops can utilize Customer Relationship Management (CRM) systems to enhance customer loyalty and communication. They are joined by Greg Rainville from Steer and Chris Enright from Enright Automotive, who share their expertise and experiences.Thank you to RepairPal for sponsoring The Auto Repair Marketing Podcast. Learn more about RepairPal at https://repairpal.com/shopsGregg Rainville: steercrm.com, gregg@steercrm.com Chris Enright: EnrightAutoHow To Get In TouchGroup - Auto Repair Marketing MastermindWebsite - shopmarketingpros.com Facebook - facebook.com/shopmarketingpros Get the Book - shopmarketingpros.com/bookInstagram - @shopmarketingpros Questions/Ideas - podcast@shopmarketingpros.com Lagniappe (Books, Links, Other Podcasts, etc)https://www.pendo.io/https://steercrm.com/

In this episode, Brian and Kim kick off a series on retention marketing, focusing on how auto repair shops can utilize Customer Relationship Management (CRM) systems to enhance customer loyalty and communication. They are joined by Greg Rainville from Steer and Chris Enright from Enright Automotive, who share their expertise and experiences.Thank you to RepairPal for sponsoring The Auto Repair Marketing Podcast. Learn more about RepairPal at https://repairpal.com/shopsLagniappe (Books, Links, Other Podcasts, etc)https://www.pendo.io/https://steercrm.com/ How To Get In Touch With The GuestGreg Rainville : https://www.linkedin.com/in/grainville/Chris Enright : https://www.linkedin.com/in/chris-enright-4674302ab/Show Notes with TimestampsThe introduction (00:00:01)Introducing the topic of retention marketing and the guests for the episode.Role of CRM in retention marketing (00:02:10)Exploring the role of CRM in retention marketing for auto repair shops and its unique aspects.Implementing CRM in the business (00:04:04)Reasons for implementing a CRM in the business and the benefits of CRM in customer communication and appointment reminders.Effectiveness of CRM in customer communication (00:05:50)Comparing traditional methods of customer communication with the capabilities of CRM and its effectiveness.Key features of CRM (00:08:50)Discussion on the essential features of CRM, including filtering, appointment reminders, and Google reviews.Impact of Google reviews and content (00:12:13)Exploring the impact of Google reviews on customer trust and the importance of customer content in reviews for driving more business.The importance of digital processes (00:14:51)Discussion on the impact of digital processes on customer experience and expectations.Challenges of traditional methods (00:15:21)Comparison of traditional handwritten methods with digital processes and the challenges faced by shops still using old methods.Resistance to change (00:16:31)Observations of resistance to digital inspections and modern CRM systems among some shop owners.Retention marketing (00:17:16)Importance of retention marketing and strategies to keep customers engaged and loyal.Effectiveness of customer outreach (00:18:49)Discussion on the frequency and methods for reaching out to customers to maintain brand loyalty.Benefits of RepairPal (00:20:52)Exploration of how RepairPal can introduce shops to new customers and build trust.Personalized messaging impact (00:21:16)Impact of personalized messages and the importance of keeping customer communication personal and local.Measuring CRM effectiveness (00:25:58)Methods and importance of measuring the effectiveness of CRM-driven marketing...

In this insightful episode of "Academy Class Turn Podcast," host Sean V. Bradley, the President of Dealer Synergy and creator of the Millionaire Car Salesman Group, discusses the intricacies of special finance with Bob Harwood, VP of Sales at Interactive Financial, and Cody Carter, a finance expert. The focus is on how dealerships can efficiently manage subprime leads, optimize their special finance departments, and increase their profitability by understanding and catering to a segment of the market that is often overlooked but highly lucrative.   The episode delves into the fundamentals of special finance, defining it comprehensively and exploring the strategies dealerships can use to cater to customers with bad or no credit. With the help of detailed data and firsthand experiences, Bob and Cody shed light on the importance of having the right inventory, establishing robust relationships with a diverse range of lenders, and the significance of a well-trained and specialized team. They also discuss the high profitability of special finance deals, highlighting real-world examples and actionable insights.   Key Takeaways Understanding Special Finance: Bob Harwood explains that special finance includes subprime, deep subprime, ghosts, and ITINs, comprising about a third of the market according to Experian. Profitability: Special finance deals are often back-end heavy due to higher interest rates and ancillary product sales, leading to significantly higher average gross profits per vehicle. Inventory Strategy: Having the right inventory that books out well is crucial. Dealerships should focus on vehicles that fit subprime customers' budgets and financial capabilities. Team Training: A dedicated team well-versed in special finance can greatly enhance customer service and improve closing rates. This includes specialized training for BDC agents and finance managers. Proactive Lead Generation: Using targeted marketing strategies like online leads, radio, and direct mail can help dealerships proactively attract and convert special finance customers without tarnishing their brand.     About Bob Harwood Bob Harwood is the Vice President of Sales at Interactive Financial. With a career spanning over 25 years in special finance, Bob has been a prominent figure in the automotive finance industry. He has been with Interactive Financial since 2004 and has been instrumental in training thousands of professionals and aiding dealerships in processing millions of applications leading to substantial car sales.   About Cody Carter Cody Carter is acknowledged as one of the industry's leading finance experts and the #1 Car Salesman in the World. Known for his exceptional skills in leasing and handling high-credit scores, Cody consistently outperforms many traditional dealership finance managers. His expertise is particularly noted in his ability to navigate complex finance scenarios and cultivate strong relationships with credit unions and banks.     Resources Dealer Synergy & Bradley On Demand: The automotive industry's #1 training, tracking, testing, and certification platform and consulting & accountability firm. The Millionaire Car Salesman Podcast: is the #1 resource for automotive sales professionals, managers, and owners.  Also, join The Millionaire Car Salesman Facebook Group today! Win the Game of Googleopoly: Unlocking the secret strategy of search engines.     The Millionaire Car Salesman Podcast is Proudly Sponsored By: Dealer Synergy: The #1 Automotive Sales Training, Consulting, and Accountability Firm in the Automotive Industry! We have been building Internet Departments and BDCs for over two decades! It is this experience that has allowed us to develop the absolute best automotive Internet Sales, BDC, and CRM solutions for car dealerships. We have created the most effective training programs and processes. Phone scripts and rebuttals are our specialties, while CRM action plans, strategies, and templates are our expertise! Dealer Synergy will take both your tools and your people to the next level. Bradley On Demand: Automotive Sales Industry's #1 Interactive Training, Tracking, Testing and Certification Platform. With over 7,500 training modules, our platform has everything you and your dealership need to sell more cars, more often and more profitably! Money Mind Mapp (M3): Visit MoneyMindMapp.com for help in revolutionizing your business to help you sell more cars by tracking, projecting, and forecasting your personal sales goals!     The Secret to Winning Big in Special Finance: Insights from Industry Leaders Unlocking the Secrets of Special Finance Special finance, including bad credit, no credit, and subprime loans, represents a significant and often overlooked opportunity in the automotive industry. This concept can be incredibly lucrative if approached with the right strategies, tools, and mindset. Ease into the nuanced world of special finance with the insights from automotive experts Sean V. Bradley and Bob Harwood, as they reveal compelling tactics to maximize profits and help more customers drive away happy. Key Takeaways: Diverse Lending Options: Understanding the importance of varied lenders is crucial to cater to different special finance needs. Customized Processes: Having tailored processes and CRM strategies significantly boosts success in the special finance market. Specialized Training: Proper training and dedicated roles for handling special finance customers can drive significant profits and customer loyalty.   Understanding the Importance of Special Finance Why Special Finance Matters Special finance isn't just about selling cars to people with bad credit; it's about tapping into a massive, often underserved segment of the market. As Bob Harwood emphasizes, "22% of U.S. consumers have a FICO score below 620, and another 12% have no credit file at all." That means about a third of the population falls into the special finance category. This isn't just an afterthought; it's a comprehensive business strategy that can drive significant profits. Sean V. Bradley, a seasoned expert in automotive dealership strategies, supports this notion. Talking about his experience at Pine Belt, where they sold nearly 100 subprime units a month, he illustrates the potential of a well-implemented special finance strategy. "Instead of seeing subprime as a headache, view it as a massive profit center." When it comes to high-line stores like Lincoln or BMW, Harwood asserts, "Any dealership can do well with subprime if there's a top-down commitment." Special finance customers aren't just confined to budget models but can also aspire for high-end brands, provided they find the right dealership to meet their needs.   Building a Proactive Special Finance Strategy Essential Components for Success To truly excel in special finance, dealerships must adopt a proactive approach rather than relying solely on walk-ins or random opportunities. Harwood highlights that "if you're not proactively soliciting the business and it's something you want to do, you're just not going to get those folks as walk-ins." Inventory Management: Having the right inventory is vital. “If you don't have cars that book out, they're not going to be able to get funding or make any money on it,” explains Bradley. Vehicles that retail for $25,000 or less and book out well in terms of value are most suitable for subprime deals. This ensures dealers can keep the payments within an affordable range for customers, typically around $500 a month. Funding and Financial Partnerships: Diversifying your lender base is equally crucial. Harwood suggests a broad range of lending partnerships, from full-spectrum lenders like Capital One to niche ones catering to specific borrower profiles. "Understanding the lender's program is essential, as it helps in effectively structuring the deals," he notes. Customer Satisfaction: A tailored process for special finance deals is indispensable. Harwood points out, “If the customer feels respected and gets a deal that fits their needs, you have a customer for life.” Special finance customers, though often seen as high-risk, can be highly loyal if treated with respect and empathy.   Implementing Tailored Processes and Training The Power of Customized CRM Strategies A well-implemented Customer Relationship Management (CRM) strategy tailored for special finance can make all the difference. "Dealerships should have a defined process outlining each stage of the sales process,” advises Bradley. The automation and AI in CRM systems should be customized to cater specifically to special finance customers. The experience at Pine Belt further solidifies this approach. They used a pseudonym, Auto Credit Approved, to keep the special finance branding separate from the main dealership branding. This ensured the high-line brand of Pine Belt Cadillac remained untarnished while still capturing the subprime market effectively. Training the Right People: The people handling special finance customers should be well-versed in credit issues and financial options. Bradley underscores the value of specialized training: "Properly training and having a dedicated role for special finance makes a significant impact on profitability and customer satisfaction." Effective Communication: Follow-up communication strategies should reflect the urgency and shorter buying cycle of special finance customers. Bradley mentions, "50% of special finance buyers end up purchasing within 30 to 90 days from the time they first start looking."   Maximizing Leads and Opportunities Generating High-Quality Leads Having the right opportunities aligns closely with success in special finance. Harwood suggests a mixed approach depending on the dealership's capability and branding strategy. Traditional Media: "TV, radio, and direct mail can drive a lot of subprime traffic," he says. These methods work best for dealerships willing to accommodate high traffic and sort through many leads. Online Marketing: For those concerned about brand image, online lead generation through third-party providers like Carloan.com offers anonymity and effectively filters leads. "Using a company like ours, we generate the traffic without the dealership's name ever being attached," Harwood affirms. Referrals and Social Proof: Continuous engagement with existing customers can also drive more special finance leads. Creating satisfied, loyal customers who spread the word about the dealership's ability to handle special finance needs can generate invaluable referrals.     The nuances of special finance are intricate but incredibly rewarding for dealerships willing to adopt a proactive, customer-centric approach. Diverse funding options, customized processes, and specialized training can significantly amplify success. By creating a robust special finance strategy, dealerships can not only increase their profitability but also build long-term customer loyalty. This deep dive into the world of special finance reveals untapped opportunities and strategies that any forward-thinking dealership can implement to drive success and customer satisfaction. Happy selling!  

Dive into the transformative world of Customer Relationship Management (CRM) in this edition of Fixit Quick Takes. Join us as we chat with Tad Kilgore, CRM pioneer and co-founder of Traffic Log Pro (TLP) and Dealership Performance 360 (DP360), tools that have revolutionized hundreds of powersports dealerships. In this episode, Tad shares the compelling journey from developing TLP during his tenure at RideNow in the early 2000s to innovating with Dealerspike to create DP360, enhancing dealership efficiencies to new heights. Currently at Ready2Rid, Tad continues to impact the powersports market by integrating robust marketing strategies with CRM tools. Learn how to leverage CRM as the nucleus of your sales process to boost efficiency and drive sales, plus discover the future advancements Tad envisions for this essential technology. Don't miss these critical insights on harnessing CRM for dealership success! Follow and connect with our guest, Tad Kilgore: LinkedIn Email: tad@ready2ridemobile.com Follow our host, Jacob Berry: Twitter LinkedIn Internet Sales Coaching Website Stay connected with Dealership Fixit: Twitter TikTok Facebook Instagram More Links Listen and Subscribe: Spotify Apple Podcast YouTube For Dealers: Motohunt Marketplace --- Send in a voice message: https://podcasters.spotify.com/pod/show/dealershipfixit/message Support this podcast: https://podcasters.spotify.com/pod/show/dealershipfixit/support

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the President and CEO of Fast Slow Motion, John Burdett. John Burdett discussed the transformative power of Customer Relationship Management (CRM) platforms and how businesses can leverage these tools to scale and thrive. Fast Slow Motion specializes in helping companies grow by maximizing the capabilities of CRM platforms like Salesforce and HubSpot. Fast Slow Motion offers key services such as standardizing business processes within CRM platforms. By centralizing all data, businesses can achieve consistency and efficiency across their organization, allowing for more streamlined operations and better decision-making based on accurate and comprehensive data. John also highlighted the role of empathy in sales. CRM platforms can qualify potential clients, ensuring a good fit for the service provider and the client. John emphasized the importance of systems and processes enabling businesses to help the right clients and build meaningful relationships based on a deep understanding of their needs. Key Points from the Episode: Importance of fully utilizing CRM platforms for business growth Standardizing business processes within CRM platforms Implementing structured sales stages and cadences Role of empathy in sales and using CRM platforms to qualify potential clients Evolving landscape of CRM platforms and integration of AI into sales processes Mission and engagement approach of Fast Slow Motion in helping small businesses grow using technology Commitment to adding value and making a positive impact on clients' businesses Invitation to visit Fast Slow Motion website to learn more about their services Insights into the potential of AI in enhancing sales processes Emphasis on helping businesses that are ready to be helped and adding value to their growth journey About John Burdett:. John Burdett is an accomplished entrepreneur and the visionary founder of Fast Slow Motion, a company celebrated for its significant impact on the tech industry and noted for being listed among the Inc. 5000 fastest-growing private companies in America for five consecutive years. With a robust background in computer science and a knack for building technology businesses, John's expertise lies in creating scalable systems that help companies thrive. His journey, marked by a blend of athletic discipline and technological acumen, underscores his commitment to detailed, intentional execution and leadership. John has directly contributed to scaling nearly a thousand businesses, showcasing his broad impact across various sectors. He is exceptionally skilled in utilizing Salesforce to enhance business operations, emphasizing organizational design, enterprise software development, and technology consulting. John is also committed to mentoring and coaching, underpinned by his values of integrity, hard work, and a healthy lifestyle, making him a beacon for aspiring entrepreneurs worldwide. About Fast Slow Motion: Fast Slow Motion is renowned for its expertise in optimizing business operations and leveraging advanced CRM and marketing automation platforms like Salesforce and HubSpot. Since its inception, the company has managed over 1,900 projects for nearly 1,000 clients, demonstrating a strong capability in tailoring scalable processes for diverse industries. This adaptability is further exemplified by their effective remote workforce model, implemented since 2014, which ensures efficiency and continuous service delivery regardless of geographical boundaries. The team at Fast Slow Motion brings a wealth of...

 Join us as we venture into the realm of technology-driven economic development with Jake Biggs, Business Development Manager, and Matthew Moloney, Director of Marketing and Sales, both representing BluDot.   At the heart of BluDot's offerings is its Customer Relationship Management (CRM) platform, designed to streamline communication, data management, and project coordination for economic development organizations, cities, and counties. Through intuitive features such as business outreach, data analysis, survey capabilities, and project management tools, BluDot empowers communities to proactively engage with businesses and address their needs effectively.   Listeners gain valuable insights into BluDot's subscription model, pricing transparency, and commitment to providing tailored solutions to meet the diverse needs of its clients. With a focus on collaboration and knowledge sharing, BluDot's platform fosters a sense of community and empowers stakeholders to work together towards shared goals.   Don't miss this conversation with Jake Biggs and Matthew Moloney as they share the transformative potential of BluDot technology in driving economic development and supporting small business success in Florida and beyond.   This episode of Small Biz Florida was recorded at the 60th Annual Florida Economic Development Council Conference hosted at the Marriott Sawgrass Resort in Ponte Vedra Beach

The episode of "Corralling the Chaos" focuses on the topic of Customer Relationship Management (CRM) systems. Angela and guest Kristen Traynor discuss the importance of CRMs for businesses, how they can be leveraged, and best practices for data management within a CRM.

Welcome to The Real Estate Underground Show #117!In this episode, we're joined by the one and only Jay Conner, The Private Money Authority. Buckle up for a transformative journey as Jay cracks the code on real estate success, equipping you with the knowledge and strategies to thrive in this dynamic market.Here's what you'll gain from this episode:Private Lending Strategies: Learn how to identify and connect with private lenders, structure loan agreements, and leverage this approach to fuel your real estate investments.Creative Financing Blueprint: Discover a step-by-step approach to creative financing, including meticulous planning and effective marketing strategies that lead to successful deals, particularly for flipping houses.The Art of Negotiation: Negotiation is a key skill in real estate. Jay unpacks his tactics for engaging with sellers, emphasizing the importance of active listening and understanding a seller's perspective to secure the best deals.Building Relationships with Sellers: Go beyond the initial asking price. Jay discusses the importance of building rapport with sellers and uncovering their true motivations. This can lead to win-win situations for both parties.Seller Insights through a Robust CRM: Explore how utilizing a Customer Relationship Management (CRM) system can help you ask the right questions, understand seller motivations, and identify profitable opportunities.Resources:Website: https://www.jayconner.com/Where To Get The Money Now by Jay Conner: https://www.jayconner.com/products/wtgtmn/University of Success by Og Mandino (Book Recommendation)The Go-Giver by Bob Burg and John David Mann (Book Recommendation) Additional Resources: Website: https://www.clarkst.com Phone: (860)675-5800 YouTube: https://www.youtube.com/@clarkstcapital Podcast: https://bit.ly/3LzZdDx LinkedIn: https://www.linkedin.com/company/clark-st-capital Twitter: https://twitter.com/clarkstcapital1 Facebook: https://www.facebook.com/ClarkStCapital Instagram: https://www.instagram.com/clarkstcapital

We delve into the essential steps of creating a dynamic email strategy, from crafting compelling stories for various audience segments to leveraging the power of Customer Relationship Management (CRM) systems for sustained growth. Additionally, we explore how different email formats can cater to diverse audience expectations, ensuring every communication is impactful.  

Why you should listenGain valuable insights from Jon Ferrara, who has decades of experience in the CRM industry, including founding one of the earliest CRMs, GoldMine.Learn about the next evolution of CRM systems, which focus on building relationships across entire businesses rather than just enhancing sales processes.Discover a special offer from Jon, providing you with tools to effectively enhance your business and client relationships.In this episode, Jon Ferrara, a pioneer in the CRM industry and founder of Nimble, shares his extensive knowledge and experience. He discusses the transformation of customer relationship management systems and how his current venture, Nimble, innovates to serve sales teams and entire organizations. Jon emphasizes using CRMs to build meaningful business relationships rather than just managing sales data.About Jon FerraraJon is a serial entrepreneur and is a noted social, sales, and marketing speaker. He has re-imagined CRM by building Nimble, which is the relationship-focused CRM for the entire team. Ferrara is best known as the co-founder of GoldMine Software Corp, one of the early pioneers in Customer Relationship Management (CRM) for Small to Medium-sized Businesses (SMBs).Resources and LinksNimble.comJon's LinkedIn profileJon on Twitter: @Jon_FerraraJon on Instagram: @jonferraraJon's Facebook profileGet the exclusive offer for Tech Consultants here!Previous episode: 528 - Four Minds of Digital Transformation with Ben StroupCheck out more episodes of The Paul Higgins ShowStrategic Profit Blueprint Join our newsletterSuggested resourcesFind out more about Paul and how he can help you

In this season of the Data Sleuth Podcast, join Leah Wietholter as she discusses the business of forensic accounting with successful professionals who have done just that! As part of this series, Workman Forensics and podcast guests are providing free resources and tools to accompany each episode to help you with your practice whether you're just starting out or wanting to take it to the next level. Make sure to listen to the end of the episode to find out how to download! Lastly, during the last episode of the season, we are going to answer all of your questions - so if you have any questions about the business of forensic accounting, send them to Leah via YouTube, LinkedIn, or by emailing us at podcast@workmanforensics.com.Today's episode with Steven Rydin is about websites and customer relationship management tools.Considerations for building a website from scratchExplanation of SEO “search engine optimization”How to incorporate CRMAs the CEO of B2B Reviews, Steven leads a company that provides a trusted third-party resource for busy businesses looking for the best software vendors for their needs. With our expert buying guides and proprietary matching tools, we save time and money for our clients and help them avoid disastrous consequences of choosing the wrong vendors.LinkedIn: Steven RydinRESOURCES MENTIONED IN TODAY'S EPISODETo access the downloads discussed in this episode, visit: datasleuthpodcast.comTo learn more about the Investigation Game Education Edition, visit: workmanforensics.com/tig-educatorsOrder your copy of Leah's book, Data Sleuth: Using Data in Forensic Accounting and Fraud Investigations today on Amazon!CONNECT WITH WORKMAN FORENSICSYoutube: @WorkmanForensicsFacebook: @wforensicsTwitter: @wforensicsInstagram: @wforensicsLinkedIn: @workmanforensicsSubscribe and listen to this and more episodes of The Data Sleuth® Podcast on Apple Podcasts, Spotify, Android, or anywhere you listen.

On this episode of the Work Wherever Podcast, Roy talks about Customer Relationship Management (CRM) software, and warns about how the bigger is not always better in terms of new technology you are introducing to your business. Stay Tuned! Follow Roy: @roygedwards Follow Go Work Wherever: @workwhereverpod Visit Automate My Business and take our Automation Readiness Quiz: https://automatemybusiness.us/

Within the intricate realm of enterprise software, Customer Relationship Management (CRM) systems emerge as a distinctive category, notably different from ERP, eCommerce, or POS solutions. CRM systems focus on functions such as marketing automation, sales compensation planning, CPQ, and channel management. ERP systems, on the other hand, while sometimes with some overlap, primarily focus on the operational aspect of sales and marketing operations planning.In this episode, our host, Sam Gupta, discusses the top 10 CRM software in 2024. He also discusses changes in ranking from 2023. Finally, he describes developments with each of these systems and how that contributed to their changed rankings in 2024.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

I'm excited to share my insights gained from over 17 years in the real estate industry, where I've sold an impressive 2,300 homes. Join me as I reflect on my experiences and reveal the pivotal lessons that shaped my success. In my journey, I've learned the hard way about the costly mistakes to avoid. For instance, for the first decade of my career, I overlooked the importance of a Customer Relationship Management (CRM) system. It wasn't until later that I realized how crucial it is for streamlining operations and nurturing client relationships. Trust me; investing in a robust CRM from the start can make all the difference. I've also discovered the power of a well-thought-out business plan. It's not just about going through the motions but about differentiating yourself and showcasing your unique value proposition. By crafting a compelling plan that highlights your marketing strategies and sets you apart from the competition, you can attract more clients and stand out in the market. Speaking of marketing, I've found that putting money behind promoting myself and my listings is essential. In a crowded digital landscape, it's crucial to capture attention and stay top-of-mind. Whether it's professional photography, videography, or strategic advertising, investing in quality marketing pays dividends in attracting clients and selling properties faster. But success in real estate isn't just about tactics; it's also about mindset. I've learned the importance of perseverance and surrounding myself with like-minded professionals who share my commitment to excellence. By staying focused on growth and learning from others, I've been able to overcome challenges and thrive in this competitive industry. Join me on this journey to unlock your full potential in real estate. Like, comment, and subscribe to my channel for more invaluable insights and strategies to elevate your career. Remember, with dedication and strategic action, you can achieve remarkable success in real estate. Let's make every day a great one for buying and selling homes. 

Welcome to another insightful episode of the Jake and Gino Podcast! Today, Gino Barbaro, co-founder of Jake and Gino, delves into the indispensable tools every multifamily investor and syndicator should have in their arsenal. Whether you're just starting out or looking to scale, this how-to guide is packed with valuable insights to navigate the multifamily investment landscape effectively.   In This Episode: - Discover why multifamily investing is a team sport and what tools can help you thrive. - Gino breaks down the significance of an investor management platform, sharing his personal experience with Cashflow Portal. - Learn about the essentials of a Customer Relationship Management (CRM) tool, with a nod to Active Campaign and the simplicity of starting with Google Docs. - The importance of choosing the right property management software, with insights into transitioning from basic software to comprehensive solutions like AppFolio. - A deep dive into deal underwriting templates and why having a reliable template can streamline your investment process. - The role of Zoom webinars in raising capital and enhancing professional engagement. - Special resources offered by the Jake and Gino community, including the property log document and how it can optimize your asset management. - The significance of investing in research tools like CoStar for in-depth market analysis.   Why Watch? Whether you're navigating your first deal or scaling to larger projects, understanding the right tools can make a significant difference in your success. Gino shares practical advice, personal experiences, and introduces resources that have propelled the Jake and Gino community forward.   Connect with Us: - Want to get in touch or access the resources mentioned? Email Gino at gino@jakeandgino.com. - Visit our website for more resources and to join our vibrant community of investors. https://jakeandgino.com Resources & Links: - [Cashflow Portal] - [Active Campaign] - [AppFolio] - [Calendly] - [CoStar]   Dive deep into the world of multifamily investing with Gino and discover the tools that can help you build a robust, profitable portfolio. Stay tuned for more episodes!