Podcasts about CRM

Learn how to how to generate leads in real estate and put together a contact plan in your CRM to market to your sphere of influence with a 7 to 1 return.    Book a FREE coaching call: http://CoachCallFree.com Enroll in our online courses: http://www.IcenhowerInstitute.com Sign up for coaching: http://www.IcenhowerCoaching.com Sign up for an Agent Management Portal: http://AgentManagementPortal.com Join the fastest growing Facebook Group for Top Producers: https://www.facebook.com/groups/REagentRoundTable

Imagine this: one single book that acts like a 24/7 lead magnet, builds trust with your audience before they even meet you, and quietly funnels dream clients and customers into your world… all while you're off living your life. Yep, that's the magic of what we're talking about today: how a book isn't just a passion project, it can be your smartest business asset. Learn How To Launch Your Book to Bestseller Status in 3 Easy Steps at http://www.selfpublishing.com/jenna!  Chandler Bolt is the CEO of SelfPublishing.com, a 7x best-selling author, a Forbes 30 Under 30 honoree, and a straight-up wizard when it comes to helping people write and launch books that actually make an impact AND an income. If you're brand new to the idea of writing a book and want to start from square one, be sure to check out our past episodes together: Episode 645 and Episode 759! Today, we're diving into the biggest mistakes entrepreneurs make with book funnels, how to use your book to grow your email list (without spending all day on Instagram), and why publishing could be the most leveraged move you make this year! So if you've got a message to share and a business to grow, grab your favorite pen (because yes, this one's a note-taker), and get ready to map out your book funnel blueprint. And if this conversation gets your wheels turning (trust me, it will): be sure to sign up for Chandler's free class at http://www.selfpublishing.com/jenna! Goal Digger Facebook Community: https://www.facebook.com/groups/goaldiggerpodcast/ Goal Digger Instagram: https://www.instagram.com/goaldiggerpodcast/ Goal Digger Show Notes: https://www.jennakutcherblog.com/selfpublish3  Thanks to our Goal Digger Sponsors: Get $25 off your first purchase at http://therealreal.com/goaldigger. Sign up for your $1/month Shopify trial period at http://shopify.com/goaldigger.  Find a co-host today at http://airbnb.com/host.  Move deals faster with an AI powered CRM your team will actually use. Visit https://monday.com/crm to learn more. Deposit or spend $5,000 in 90 days to earn up to $500 in rewards at ⁠mercury.com/goal⁠. Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard. Working capital loans provided by Mercury Lending, LLC NMLS ID: 2606284.

Dime qué piensas del episodio.Ismael Valdez, IG: @ismaelvaldezceo  fundador y CEO de NexGen Air & Plumbing, un hombre cuya historia redefine lo que significa venir desde abajo. Desde una infancia difícil, marcada por la ausencia materna y la distancia emocional de su padre, hasta convertirse en una referencia en la industria de servicios para el hogar en Estados Unidos, Ismael es el ejemplo claro de que la adversidad puede ser un catalizador. En este episodio recorremos su camino desde sus primeros trabajos en el mundo de los oficios, pasando por las complejas decisiones al emprender y escalar empresas millonarias, hasta cómo vendió NexGen generando más de 100 millones de dólares. Sigue Cracks Podcast en YouTube aquí."No necesitas ser el mejor. Solo necesitas a los mejores."- Ismael ValdézComparte esta frase en TwitterEste episodio es presentado por Salesforce, el CRM de IA número uno en el mundo y su nueva solución, Agentforce y por Diri Movil la compañía de telefonía que ha revolucionado la forma en que miles de mexicanos nos mantenemos conectados.Qué puedes aprender hoyComo usar la rabia a tu favorEl negocio de los "Trades"Como pensar del dinero en un negocio*Este episodio es presentado por Salesforce, el CRM de IA número uno en el mundo.Su nueva solución, Agentforce, no es simplemente un asistente digital. Es una suite de agentes autónomos diseñada para trabajar codo a codo con los equipos humanos, combinando datos unificados y capacidades avanzadas de IA para llevar a cabo tareas de forma autónoma o colaborar con los empleados en tiempo real. Salesforce integra todos tus datos en un solo ecosistema de IA. Los agentes de Agentforce pueden analizar y actuar sobre la información de cada cliente de manera segura y confiable, transformando cada rol y flujo de trabajo para alcanzar una escala operativa sin precedentes.Revoluciona tu negocio con Salesforce en cracks.la/agentforce*Este episodio es presentado por Diri Móvil, la compañía de telefonía que ha revolucionado la forma en que yo y miles de mexicanos nos mantenemos conectados.Puedes tener 40 gigas por solo $289 pesos al mes y gestionar todo lo que necesitas para tus dos líneas desde la app, sin costos ocultos ni plazos forzosos.La cobertura es excelente hasta en eventos masivos.Además, si migras tu número actual Diri te duplica los datos por un año. Por sólo $289 al mes, tendrás 80 gigas y redes sociales ilimitadas todo un año. Por escuchar Cracks, Diri te regala 7 días de servicio ilimitado para que pruebes su servicio. Sólo dirígete a diri.mx/cracks Ve el episodio en Youtube

Curso GRATIS: "Ventas & CRM" https://aff.trypipedrive.com/CURSOGRATISActiva tus 7 Días de Prueba en "Club Cállate y Vende"https://www.detonadoresdevalor.com/clubcyvAccede a mi Curso Online "Cállate y Vende" con toda mi metodologíahttps://www.detonadoresdevalor.com/callateyvendeCurso GRATIS: "Gerente-Líder de Ventas"https://aff.trypipedrive.com/9k9mdm¿No tienes un CRM? Comienza tu prueba de 30 días GRATIS en pipedrive CRMhttps://aff.trypipedrive.com/adcampaignEn la hora de la información, de Chat GPT y de toneladas de reseñas en Youtube es muy común que nos toque atender a un prospecto que sabe más de nuestro producto que nosotros mismos, ¿Cómo lo cerramos? ¡Aquí te comparto el paso a paso! Hosted on Acast. See acast.com/privacy for more information.

In this episode, Steve Fretzin and Ben Chiriboga discuss:Career reinvention for lawyers beyond traditional legal rolesRelationship-building as a foundation for personal and professional successInternal mindset shifts needed for meaningful career growthFear as a driving force behind both success and stagnation Key Takeaways:Building a sustainable legal career requires deliberately cultivating professional relationships rather than relying on coincidence or default connections.Success in and beyond law depends not only on delivering excellent work but also on ensuring others perceive the value of that work.Many lawyers unknowingly use fear to fuel perfectionism or people-pleasing behaviors, which ultimately leads to emotional burnout and professional dissatisfaction.Embracing authenticity and aligning your work with personal strengths creates more meaningful opportunities than following narrow conventional paths. "Some way, somehow you're going to have to face your fear. Either reality will come crashing on you, or... you work with the fear... but there's no getting around it." —  Ben Chiriboga Unlock the secrets of the industry's top rainmakers with Be That Lawyer: 101 Top Rainmakers' Secrets to Growing a Successful Law Practice. Grab your ultimate guide to building a thriving law firm now on Amazon: https://www.amazon.com/dp/B0F78HXJHT Thank you to our Sponsors!Rankings.io: https://rankings.io/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ Episode References: This Legal Life: https://podcasts.apple.com/us/podcast/this-legal-life-lessons-learned-from-a-life-in-legal/id1679451845 About Ben Chiriboga: Ben Chiriboga is a lawyer turned legal technology executive at Nexl, an all-in-one legal CRM that helps lawyers, marketers, and business development professionals turn their growth ambitions into action.Alongside his work at Nexl, Ben speaks, writes, and podcasts about the evolution of legal careers. A seasoned conference speaker, Ben presents to legal professionals around the world about the future of law.Check out Ben's podcast, This Legal Life, where he interviews legal professionals about their lives in legal. Connect with Ben Chiriboga:  Website: https://nexl.cloud/LinkedIn: https://www.linkedin.com/in/benchiriboga/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

This episode of the Transform Sales Podcast, Sales Software Review Series features Shaun Clark, Co-Founder at HighLevel. Shaun explores how GoHighLevel's all-in-one marketing and sales CRM helps small businesses and digital marketing agencies streamline operations, capture leads, and automate client management in a single platform. He explains HighLevel's core features, including the website builder, funnel builder, CRM, automation tools, and white-label options, and shows how agencies can manage multiple sub-accounts, run affiliate and social media campaigns, and use chatbots without juggling separate tools. Learn how GoHighLevel unifies your tech stack, provides reliable ROI, and offers flat-rate pricing that scales with your growth. Try GoHighLevel here: https://software.cloudtask.com/highlevel-75e5a6 #MarketingAutomation #CRMSoftware #AgencyGrowth #InboundSales #GoHighLevel

When the restaurant industry shut down in 2020, Jason Small pivoted—hard. With zero experience and a license freshly printed, he entered the mortgage world during one of the most chaotic economic periods in recent memory. Today, he's on track for 75+ deals this year, has doubled his business two years in a row, and—most impressively—helped co-create a lean, scalable operations model with two other brokers from across the country. In this episode, Jason breaks down how they built a shared infrastructure, hired a full-time underwriter, and standardized their systems to deliver high-touch service while freeing up time for life (and vacations!). This is a behind-the-scenes blueprint for sustainable growth—and a must-listen for any service-based entrepreneur looking to scale smart, not just fast. Important Links Grow your repeat and referral business with Ownwell  Join Scott's 3:2:1 Newsletter  Follow Scott on Instagram   

Key highlights include:-Why your CRM is only as powerful as your process - and how to fix it-What “lead scoring” really means and how it helps you prioritize outreach-How client journeys within a CRM support long-term relationship building-Real-life examples of turning cold leads into warm opportunities-What happens when you don't follow up - and the cost of missed chancesIf you've ever said, “I'll remember to follow up later,” this episode is your wake-up call. Learn how to streamline your system, automate the right touchpoints, and build a practice that doesn't just capture leads - but closes them.

For B2B marketers, reaching the right decision-makers can feel like searching for a needle in a haystack. Traditional lead generation tactics often produce high volumes of low-quality leads that rarely convert, while valuable opportunities slip through the cracks. Account-based marketing (ABM) flips this model on its head by focusing your resources on a carefully selected …

Americans are feeling better about the economy. What's that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why Americans are feeling better about the economy. - The headwinds facing Okta, and fundamentals for long-term investors to watch. - A retail round-up including Abercrombie & Fitch and Pinduoduo. (19:11) Former CEO of Siemens and Alcoa, Klaus Kleinberg, discusses his book, “Leading to Thrive: Mastering Strategies for Sustainable Success in Business and Life” and finding companies with sustainable competitive advantages. (32:03) David and Asit discuss Southwest implementing baggage fees and two radar stocks: SentinelOne and SoundHound AI. Companies discussed: CRM, INFA, OKTA, ANF, PDD, TJX, BBY, OTC: SIEGY, AA, LUV, SOUN, S Host: Ricky Mulvey Guests: David Meier, Asit Sharma, Klaus Kleinfeld Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Thank you, Martin, for going back in time with The Sales Evangelist podcast. Thanks to him, we're going back to episode 1177 where I deep-dived into why leads are creating more work for us.In this episode, I share why many small organizations struggle with their inbound sales and how to fix it. The challenge is always deciding who should follow up on them and how to do it effectively.The Sales TeamAssume that a sales team is composed of three people: the marketing person who does almost everything, the junior assistant who helps with content creation, and the outsourced person who does the marketing strategies. Among the three, who should follow-up the lead? Not all leads are created equal. This means that before deciding who will follow up the lead, the lead should be evaluated first.You don't want your salesperson pitching to a lead that in the end would go to another competitor.Do a Pre-QualificationDo a pre-qualification in your organization to know if the people you are going to have the conversation with are ready to consider the deal. Set a benchmark and rules for what you consider a marketing quantifiable lead. Consider the following questions: What is considered a sales qualified lead?What is the KPI of your organization? How many new inbound leads do you want to get per quarter/per month?How much money do you want to generate from those leads?The answers to those questions will lead you to your ideal customer. It would also help you identify the triggers that qualify them to be a marketing quantifiable lead and a sales qualified lead. The work is far more efficient because when a lead comes in, your salespeople can vet them and follow the pre-qualification factors you've set to see if the lead can generate new business for the organization. This is also helpful in maintaining your current customers. Create a SystemCreate a system to efficiently manage the workload. The marketing team can do the pre-qualification to increase the odds of the lead being converted into something real. Whenever a lead comes in, let marketing take a look at it and check the website and the title of the person. Then let the intern or junior marketing rep take over the other tasks like looking into LinkedIn, HubSpot, Marketo, or other platforms you have to find the data that you can transfer into your CRM. Marketing can help fix the problem of having to go back to the beginning of the funnel and pre-qualify the leads again because they're not yet ready at the moment. Website Leads MatterThe sales team sometimes takes for granted the leads that they didn't hunt for. A good example is leads coming in from the websites. It is disheartening when a sales rep doesn't take that into consideration when a lead comes in via the website. Whenever an inbound lead comes in, it is best to use your flow process to follow-up particular prospects. It should be written and put in your company's playbook so that everyone can read it and use it with every inbound lead that comes in.Follow-up Right Away A stat from insidesales.com said that a lead that's contacted within five minutes is 100 times more likely to convert than leads that are followed-up 90 minutes later.When a lead comes in, follow up right away. You're more likely to convert than if you wait. The sales team can take a quick visit to the person's website, check their LinkedIn profile, and the pages they've visited on your site. Focus On The People That...

Send us a textIn this jam-packed episode of The Near Memo, hosts Greg Sterling and Mike Blumenthal welcome back Adam Dorfman, VP of Product at BirdEye, for a timely deep dive into the ever-shifting world of local SEO, AI Overviews, and Google's evolving search ecosystem.The trio unpacks the seismic shifts happening in local search, AI-generated results, and the new metrics that matter when “clicks” no longer rule. From how Google is leveraging its own ecosystem to dominate AI outputs, to whether schema markup, directories, or social media still matter, this episode serves up unfiltered takes and battle-tested advice for marketers, SEOs, and local business owners alike.

Producing high-quality video content is already a big investment. But without a compelling voiceover, even the most beautifully edited video can fall flat. A powerful voiceover doesn't just explain your message—it adds personality, boosts viewer engagement, and drives action. Unfortunately, hiring voice talent is time-consuming, expensive, and often frustrating to manage. Talkia Talkia is advanced …

We take a no-fluff approach to unpacking the real, often unspoken stressors that nonprofit fundraisers face. Cohosts Julia C. Patrick and Tony Beall dissect why development teams are overwhelmed—and what can be done about it.This episode isn't just a venting session—it's a strategic reality check. It challenges nonprofit leaders to re-evaluate their expectations, timelines, and tech support, and to build internal systems that actually empower fundraisers.Tony kicks things off with clarity: “Goal setting has to be done around data, history, and trends. It's about future forecasting that's actually grounded in reality.” He and Julia tackle a shared frustration: goals imposed from the top down with no involvement from development professionals. The conversation drills into how unrealistic fundraising targets, particularly when arbitrarily increased by boards or leadership, can lead to burnout, disengagement, and even job insecurity.Julia adds, “We can't just say, ‘Here's the goal. OK, bye.' We have to understand how to get there and why it matters.” From her candid recount of a story about a decades-long trust manager being asked to speak at clients' funerals, Julia drives home that real donor relationships take time—and too often, organizations don't allow that time.Another sharp critique centers on short fundraising timelines. Tony explains that when leadership procrastinates or underestimates the runway required, it places unfair and urgent pressure on development teams. He urges organizations to share that burden across leadership—not just pile it onto fundraisers' shoulders.They also break down the communication chasm between marketing and development. As Tony states, “Marketing tells the story, but development and programs create it.” You'll see how he argues that both departments should fall under the same leadership umbrella to ensure cohesive strategy and a united donor experience.A particularly powerful segment looks into the anxiety of job security when unrealistic goals are not met—something many fundraisers silently battle. Tony shares a story from South Florida where a seasoned fundraiser is facing impossible expectations with no organizational adjustment or empathy. Despite loving the mission, the fear of being let go is real.The fast-paced dialog concludes with a powerful call to action: invest in the tools that support development. Whether it's CRM systems, AI platforms, or community foundation grants, fundraisers need the infrastructure to succeed. Tony suggests “Don't feel guilty about investing in tools. These are vital for serving your community better.”Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Este episódio do podcast traz uma conversa inspiradora entre Lucas Ordonha e Pedro Benevides, explorando a interseção entre tecnologia e agronegócio. Pedro compartilha sua jornada desde o desenvolvimento de software até se tornar diretor comercial da Terra Fértil, destacando como sua experiência em tecnologia moldou sua abordagem de inovação no agro. Eles discutem a importância da cultura de dados, estratégias de growth, e a necessidade de testar e validar hipóteses antes de escalá-las. Pedro também fala sobre sua metodologia de aprendizado contínuo, a aplicação de inteligência artificial, e como o digital pode transformar o atendimento no agronegócio. O episódio oferece insights valiosos para profissionais que desejam inovar no setor e entender como a tecnologia pode impulsionar a comercialização no agro. #agroetech FICHA TÉCNICAApresentação: Lucas OrdonhaProdução: Agro ResenhaConvidado: Pedro BenevidesEdição: Senhor A - https://editorsenhor-a.com.brSee omnystudio.com/listener for privacy information.

Clarity comes from action, not overthinking. In this episode, I break down why the “I don't know what to do” mindset is often just fear in disguise and how to move before you feel ready. I share the cash-generating framework I use to break out of that loop and start generating money FAST. These are the same strategies I turn to when I need serious momentum and can't afford to stay stuck in indecision. Get ready to sell your way into clarity. Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS How to rewire your brain to act before you're ready. The mindset shift from confusion to courage. The 3-part framework to generate fast cash now. Why perfection is just fear in disguise. How to move through fear and sell. RESOURCES Join the Mastermind Weekend at Our Home HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

Send us a textYou're sitting on a goldmine of leads right now— but you're ignoring them. You call them "old" or "dead" leads. But you'd be surprised how many of them are still deals waiting to happen! In this ultra-tactical episode, Dustin reveals three dead-simple text messages that agents are using today to revive cold leads, spark conversations, and actually book deals. No new leads. No magic CRM. Just proven words that work.You'll walk away with:3 specific texts that get replies (copy and paste 'em today)How Dustin converted a 3-year-old Facebook lead into a listing clientThe #1 reason you're ghosted by leads (and how to fix it fast)Why most agents quit way too early—and how you'll win by doing the oppositeThe psychology behind a “help” message that makes people WANT to respondHow to offer exclusive value that makes leads ask you for more infoThe Unfair Advantage Text that creates urgency and curiosity with buyersYou don't need new leads. You just need to work the ones you already have—smarter. So send these texts, and prepare for the influx of replies.***********************RESOURCES :Massive Agent Business Accelerator: 12 Week Program to go from stressed out solo agent, to thriving business owner making more, and working less. Repurpose Social Media Automation Tool: The FREE tool I personally use to automate and streamline posting content on social media. Even removes the watermarks! - CLICK HERE Referral Network: Claim your market *exclusively* in the new Massive Agent Referral Network - CLICK HERE REAL Broker - Learn how we can be business partners and build a business together @ ΓEA⅃ Broker- CLICK HERE PLEASE LEAVE A REVIEW on APPLE PODCASTS or SPOTIFY

This week on GTM Live, Carolyn and Trevor unpack the 9 go-to-market dysfunctions quietly derailing growth at even the most ambitious B2B companies.They dig into why so many teams, despite big budgets, headcount, and tools, are still struggling to drive efficient growth. Spoiler: it's not the people. It's the system.You'll hear why fragmented data, financial secrecy, and siloed ownership are causing misalignment across marketing, sales, finance, and CS. And what it takes to rebuild GTM as a unified, accountable system.Trevor breaks down the real role of RevOps (and why it's failing in most orgs), while Carolyn makes the case for ditching vanity metrics and rethinking how you measure and invest in growth.If you're questioning whether your CAC is sustainable or your GTM truly aligned, this one's for you.Key topics in this episode:The 9 biggest GTM dysfunctions hurting growthWhy RevOps struggles to drive real impactHow to align GTM and finance on a shared data modelThe danger of over-investing in top-of-funnelWhy teams fix symptoms, not systemsWhat it actually takes to build a full-funnel growth engineThis episode is powered by Passetto.We help high-growth companies build the GTM system they should've had all along: measurable, connected, and built for real growth. We integrate your CRM, financials, and GTM data to uncover what's working, what's not, and what to do next.Part platform, part advisory. All about clarity.Learn more at passetto.com.

Want to elevate your sales game? Peter Murphy Lewis guest hosts this Sales POP! episode, grilling Pipeliner CRM founder John Golden on what truly works. Uncover secrets to mastering sales preparation, enhancing focus, leveraging active listening, and understanding the evolution and future of CRM, including AI's role. Tune in for valuable lessons to refine your approach.

Brad Martineau brings a refreshing perspective to entrepreneurship by emphasizing that businesses under $5 million in revenue require tailored tools, strategies, and support—distinct from what enterprise-level companies use. Rather than fitting into outdated frameworks, he encourages founders to build intentionally by aligning operations with personal goals. His journey from layoff to scaling a seven-figure business in a year underscores the value of clarity, repeatable systems, and mindset shifts that help entrepreneurs charge confidently and grow sustainably. One of Brad's core insights is the power of systemization through modular thinking—creating processes like building with LEGO blocks. By simplifying service delivery and reducing reliance on one-off solutions, entrepreneurs can scale with consistency and reduce overwhelm. His frameworks such as Smooth Scaling and DALR (Decide, Act, Learn, Repeat) give business owners practical tools to shift from chaos to clarity, improving operations while preserving their unique voice and mission. For those ready to streamline their systems, Brad offers a free Master Class on getting automation and CRM set up the right way—without the overwhelm. And for email marketers, his latest software, ListDefender, is a must-have. It automates the tedious task of cleaning your email list and protects your deliverability, so your messages land where they're supposed to—not in spam. Explore these resources at www.SixthDivision.com, www.PlusThis.com, and www.ListDefender.com to start optimizing your operations with tools that actually work. For the accessible version of the podcast, go to our Ziotag gallery.We're happy you're here! Like the pod?Support the podcast and receive discounts from our sponsors: https://yourbrandamplified.codeadx.me/Leave a rating and review on your favorite platformFollow @yourbrandamplified on the socialsTalk to my digital avatar

"VoIP is table stakes. Now we're in Cloud 3.0, where value comes from how you integrate and differentiate." — Dave Dadds, CEO, VanillaIP & Uboss In this special Technology Reseller News podcast for the Cloud Communications Alliance (CCA), TR Publisher Doug Green speaks with David R. Dadds, CEO of VanillaIP and Uboss, about the evolving state of cloud communications—and why European SMBs must rethink digital transformation as they enter the AI-driven era of "Cloud 3.0." Dadds, who will speak on the panel "European SMBs Digital Transformation Maturity Level and AI Adoption" at the CCA European Summit in Brussels (June 16–17, 2025), shares insight into VanillaIP's journey and Uboss' evolution from a service tool for BroadSoft providers into a full-fledged cloud enablement platform. “We're not just supporting VoIP anymore,” says Dadds. “We're enabling service providers to package Microsoft 365, Webex, Stripe billing, and more—instantly, at scale, with self-service models.” The conversation turns toward AI, where Dadds emphasizes that “the opportunity is real, it's here, and it's accessible.” He highlights sentiment analysis and transcription as early AI use cases gaining traction with customers, but says the real frontier lies in customizable, integrated services for verticals like legal or healthcare. “If everyone sells the same VoIP package, price becomes the differentiator,” Dadds warns. “That's not sustainable.” Dadds coins the term “Cloud 3.0” to describe today's communications landscape—one where voice is just one of many components. “The real ROI,” he says, “comes from combining collaboration, CRM, contact center, AI, and more, into a smart, responsive platform tailored to how people work today.” He encourages resellers to explore VanillaIP's and Uboss' tools for enabling self-service sales, real-time provisioning, and vertical-specific differentiation—accessible via: vanillaip.com uboss.com To attend the CCA European Summit and see Dave Dadds live, visit: https://www.cloudcommunications.com/events/eu-summit-2025

In this episode of Revenue Insights, host Guy Rubin speaks with Kyle Morden, VP of Sales at HiHello, Inc., about how AI and data-driven strategies are transforming modern sales. Kyle shares why 44% of sales contacts never make it to CRM—and what that means for pipeline accuracy and team efficiency. They explore how sales leaders can strike the right balance between automation and authentic human connection to drive long-term customer relationships.

In this episode of Ask a Responsive Fundraiser, Scott talks with Glen Peck, SVP of Technology & Business Intelligence at the Lustgarten Foundation, about the often-overlooked elements that make or break a CRM transition. Glen brings deep insight into how large nonprofits can lead tech change with clarity, reduce disruption, and use reporting to make smarter decisions. He outlines how fundraising and tech teams can work together to build systems that actually grow giving. Topics Covered: • How to prepare your org for a CRM migration • Why it's time to rethink legacy workflows, not replicate them • The role of reporting in fundraising leadership • How tech teams can move from maintenance to innovation Learn more about The Lustgarten Foundation: https://lustgarten.org/ Ready to deepen your donor relationships and drive meaningful results? Learn more about Virtuous and how responsive fundraising can help your team grow generosity: https://vrtuo.us/4hsSN6g

Episode SummaryThis episode explores the nuances of scaling demand generation strategies from startups to established organizations. Lily Youn highlights the importance of building a strong foundation through account-based strategies, data hygiene, and team alignment. She discusses the differences between startup scrappiness and scale-up structure, the role of AI in demand generation, and how to identify quick wins for immediate impact. Lily also shares actionable insights for optimizing conversions, improving CRM processes, and fostering collaboration across teams..Key TakeawaysFoundation is EssentialSuccess in demand generation starts with targeting the right accounts, as they form the base of effective strategies.Alignment Creates MomentumRegular, agenda-driven meetings with key stakeholders help ensure seamless collaboration between sales and marketing.AI as an Efficiency DriverAI tools can streamline personalization, simplify content operations, and elevate demand gen workflows.Data Hygiene is Non-NegotiableClean, well-structured CRM data is critical for reliable reporting and scalability across company stages.Startup vs. Scale-Up DynamicsStartups require focused ICP development, while scale-ups demand scalable processes and systems.Quotes"Targeting the wrong prospects is the single biggest challenge in B2B sales today."Best Moments (01:37) – Lily shares her career journey from BDR to demand generation leader, reflecting on early lessons in scrappiness and resourcefulness.(04:50) – The critical role of account-based strategies and why a strong foundation starts with the right ICP.(07:20) – Navigating startup-to-scale-up transitions and the importance of scalable processes and clean CRM data.(12:07) – Leveraging tech and AI to enhance efficiency in demand generation and content operations.(14:00) – Lily's focus on alignment, OKRs, and communication as keys to success in scaling demand gen teams.Tech RecommendationsWorkBoard – For setting and tracking OKRs to maintain team alignment and prioritize business goalsZoomInfo Co-Pilot – An AI-powered tool for streamlining demand gen efforts and improving account targeting.Asana – A project management solution to enhance productivity and maintain focus on KPIs.Resource RecommendationsBooks:Reset: How to Change What's Not Working by Dan Heath – A guide for improving leadership practices and daily operations.Shout-OutsShannon Hawari - Head of Growth @ elvexGraham Collins - Head of Partnerships at QuotaPathAbout the GuestLily Youn Jaroszewski is the VP of Demand Generation and Revenue Marketing at Aprimo, the leading digital asset management technology for marketing and customer experience departments.Her experience in B2B and B2C tech companies includes building demand generation teams and quota capacity models to support AEs from Seed-Funded to Public companies.Website: aprimo.comConnect with Lily.

Want to become magnetic and create next-level results in your life and business? In this repurposed episode, I'm joined by spiritual entrepreneur Aaron Doughty to talk about energy, alignment, and becoming the version of you who already has what you want. We dive into how your self-image impacts your reality, practices to shift your vibration and let go of outside validation, and how to align your business with your true values. Aaron also breaks down what it means to individuate from your old identity so you can expand into your highest potential.  Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS 00:00 Why is business growth directly tied to your personal growth? 08:00 The identity shift that helped Aaron leave his 9-5 job. 15:30 How to embody the version of you who already has what you want. 22:15 Why it's time to own what makes you different. 26:30 Tips to overcome fear and judgment. 30:30 The breathing technique to help you feel safe. 36:00 What people get wrong about the law of attraction. 42:45 How do you stay aligned while setting goals in business?  50:30 What's your take on money? 55:45 The live events designed to unlock your highest frequency. RESOURCES Check out the BONUS CONTENT HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Aaron IG: @aarondoughty44 Follow Aaron Doughty - YouTube

In this episode, we cover three major stories shaping the startup and tech landscape. First, Google unveils Stitch, an AI-powered web design tool with one-click export to Figma—signaling a major disruption for freelance design marketplaces. Then, Salesforce returns to M&A with its $8B acquisition of Informatica, aiming to broaden its AI data stack beyond CRM. Finally, we break down the surge in startup M&A activity, with billion-dollar deals from OpenAI, DoorDash, and others—hinting at a major Q2 rebound. Don't miss Jason's insights on what these trends mean for founders and investors.(0:00) Episode Teaser(1:36) Jason's in SINGAPORE(3:14) The Power of Shame and why we need “Ozempic for screentime”(10:15) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/⁠twist(12:38) Google's latest AI breakthrough: Stitch(20:13) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech(21:20) The NBA on Polymarket and what founders can learn from the Knicks(27:08) Why did Salesforce buy Informatica?(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.(32:42) M&A activity continues, and Jason's spicy Q2 predictions(40:57) Did tech go woke or was it just performative the whole time?(45:22) Circle, stablecoins, and the perks of being pro-business(51:27) What Trump's “golden share” of US Steel might look like(54:15) Why Jason is bullish on Joby(57:28) Episode wrap-up and upcoming eventsSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpLinks from episode:ClearSpace App: https://www.getclearspace.com/Google Stitch: https://stitch.withgoogle.com/Joby: https://www.jobyaviation.com/Follow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:15) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/⁠twist(20:13) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

In this mid-year solo episode, I'm getting real with you—no guests, no fluff. Just a straight talk on why you might be the one holding yourself back in real estate right now. It's not the market. It's not the economy. It's not the tools. It's how you're thinking, what you're prioritizing, and whether or not you're actually committed to your escape plan.   I unpack why now—yes, now—is one of the best times I've seen in my 33+ years in the business to get started in creative real estate. And I challenge you with some deep gut-check questions to figure out where you really are, where you want to go, and what's stopping you from getting there.   Whether you're a W2 employee thinking of leaving your job, a burned-out landlord, or a wholesaler leaving deals on the table—this is your call to action.   Key Talking Points of the Episode   00:00 Introduction 02:15 Who this is for: newbies, stuck pros, burned-out landlords 03:12 Gut Check #1: Where are you right now? 05:01 Gut Check #2: Where will you be in 2030 if nothing changes? 06:51 Why most people don't commit: trust, clarity, and money mindset 10:38 The market is not the problem—you are 12:25 Long-term view: why price doesn't matter when you hold creatively 16:54 How to get in the Apprentice Program for FREE 18:40 Bonus resource: exclusive distressed lead list from Landvoice 19:10 Bonus resource: custom CRM built with REI BlackBook 21:01 Is one deal per month possible in creative real estate? 22:37 Opportunity finds a path—don't let it pass you by 23:22 Landlords, realtors, wholesalers, W2 earners 25:40 In the Trenches Bootcamp, QLS Live, and how to plug in now Quotables   “If you're not happy with your job, what the heck are you still doing there?”   “Opportunity is like water—it finds a path. If you wait too long, it'll find someone else.”   “Real estate doesn't fail. People quit before they see it through.”   Links   QLS Live https://qlslive.com   Real Estate On Your Terms and Deal Structure Overtime https://wickedsmartbooks.com/podcast   FREE Master's Class http://smartrealestatecoach.com/masterspodcast   FREE Strategy Session with Chris Pre http://smartrealestatecoach.com/actionpodcast   QLS 4.0 https://smartrealestatecoach.com/qlspodcast   Investor Resources https://smartrealestatecoach.com/resources   Apprentice Program https://smartrealestatecoach.com/apprenticepodcast   In the Trenches Bootcamp https://smartrealestatecoach.com/ittbpodcast   3 Paydays Virtual Event https://smartrealestatecoach.com/3paydayspodcast   REI Blackbook https://smartrealestatecoach.com/REIBB-pod   7 Figures Funding https://smartrealestatecoach.com/7figures-pod   Land Voice https://smartrealestatecoach.com/landvoice-pod

If you're in field sales, you know the reality: You spend hours every week sitting behind the windshield, staring at traffic that's moving at the speed of molasses. Whether you're dealing with Atlanta's notorious I-285 parking lot or any other major city's rush hour nightmare, that windshield time is either making you better or making you bitter. Recently on the Ask Jeb segment of the Sales Gravy podcast, Jacob Kimrey asked about helping his field sales team maximize their productivity while stuck in traffic. But here's the thing—this advice isn't just for managers to give their reps. It's for YOU, the field rep, to take control of your own success. Let me tell you how to turn those frustrating hours in traffic into your secret weapon. Driving Isn't an Accomplishment First, let's get something straight: driving is not an accomplishment. I don't care if you put 200 miles on your car today—that doesn't mean you accomplished anything meaningful for your business. Too many field reps confuse activity with productivity. They think because they drove all over creation, they had a productive day. Wrong. The goal is to minimize your windshield time and maximize your face-to-face time. But when you ARE stuck in traffic, you better make damn sure you're using that time to get better. Smart Territory Management Saves Windshield Time Before we talk about maximizing windshield time, let's talk about minimizing it through smart territory planning. Map your territory into quadrants: Monday territory, Tuesday territory, Wednesday territory, Thursday territory, and Friday territory. If you're supposed to be in your Monday quadrant but you're driving to your Friday area, you better have a damn good reason. When you're planning your field time: Group your appointments geographically: Don't hopscotch all over your territory in one day Plan your route in advance: Use your CRM to map out the most efficient route Use the T-calling technique: When you arrive somewhere for an appointment, look left, look right, look behind you—can you make additional calls in that immediate area? The tighter your route planning, the more selling time you create and the less windshield time you waste. Prospecting from the Road (Safely) Now, here's where it gets interesting. That windshield time can actually become prospecting time—if you do it safely and legally. There are apps and dialers that let you load phone numbers and dial hands-free while you're stuck in traffic. You can also set up your phone so contact numbers are easily accessible with voice commands. Safety first: Only do this when you're completely stopped in traffic or pulled over. Never compromise safety for a sales call. Hands-free follow-up calls: Use voice-to-text features to send follow-up messages to prospects or customers. Planning calls: Call ahead to confirm appointments or reschedule meetings. Customer check-ins: Those relationship-building calls that keep you top-of-mind with existing customers. The key is preparation. Have your call lists ready, know who you're calling and why, and keep it simple and safe. Voice Technology Is Your Friend Today's smartphones have incredible voice capabilities that field reps should be leveraging: Voice-to-text for quick CRM updates Voice memos to capture important thoughts or follow-up reminders Hands-free scheduling and calendar management Voice-activated research on prospects or companies Learn to use these tools, and you'll be amazed how much more productive your windshield time becomes. Welcome to Automobile University The number one thing you should be doing while stuck in traffic is attending what the great Zig Ziglar called "Automobile University." When you're sitting in your car, staring at brake lights, what's coming through your speakers? Is it the news (which will just make you angry)? Music (which won't make you any money)? Or are you investing in content that makes you better at...

This podcast is brought to you by Outcomes Rocket, your exclusive healthcare marketing agency. Learn how to accelerate your growth by going to outcomesrocket.com The most critical factor for converting leads in aesthetic practices is the speed of response, a challenge increasingly met by AI-powered tools.  In this episode, Dr. Shitel Patel, Founder and CEO of AD Vital, shares how his company is transforming patient management in aesthetic practices and med spas. AD Vital, a specialized CRM built by a plastic surgeon, bridges communication gaps between patients, staff, and EMRs in cash-pay specialties like plastic surgery, dermatology, and ophthalmology. Dr. Patel explains how practices can match the efficiency gains private equity seeks, such as rapid inquiry response, with tools like AI chatbots and voice AI. He advocates for empowering all employees with AI to boost their capabilities and overall practice productivity. Tune in and learn how innovative technology and strategic AI adoption can transform patient management, boost conversions, and scale aesthetic practices effectively! Resources: Connect with and follow Dr. Shitel Patel on LinkedIn. Follow the Ad Vital on LinkedIn and Instagram, and explore their website.

Send us a textCRMs designed for the education sector, especially within public institutions and universities, must navigate a complex landscape of fragmented workflows and diverse stakeholders, from students and faculty to alumni and administrators. These organizations often require more than what traditional CRM systems can offer, particularly when managing academic programs, course operations, and dynamic communication channels. The complexity intensifies further with upstream processes like student recruitment and onboarding, which demand highly tailored workflows that generic CRMs frequently fail to accommodate. In this specialized environment, LeadSquared has positioned itself as a strong player with its education-centric CRM offerings. However, the real question lies in how well it measures up to competitors and whether it can truly meet the evolving needs of this multifaceted sector.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of LeadSquared's capabilities. We covered many grounds, including where LeadSquared might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of LeadSquared.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

SaaStr 803: AI, Sales + GTM in 2025/2026: This Really Changes Everything with SaaStr CEO and Founder Jason Lemkin and Owner CRO Kyle Norton In this engaging session, we dive deep into how AI is transforming the sales landscape, featuring a conversation between SaaStr CEO and Founder Jason Lemkin and Kyle Norton, the Chief Revenue Officer of Owner, a company recently valued at over a billion dollars. The discussion covers Kyle's background and his insights into implementing AI in sales operations, the challenges and benefits of using AI tools, and the critical importance of a curiosity-driven approach to technology among sales leaders. Key topics include the integration of AI in SMB sales, the future of sales professional roles, and the necessity of continuous improvement and adoption of AI tools. The conversation also touches on the need for creating a seamless customer journey through AI and human interface, managing hybrid teams of AI and sales reps, and the potential for AI to close deals. Essential for anyone interested in the intersection of AI and sales, this session offers practical strategies and forward-looking perspectives. --------------------------------------------------------------------------------------------   Tired of listening to hours of sales calls? Recording is yesterday's game. Attention.com unleashes an army of AI sales agents that auto-update your CRM, build custom sales decks, spot cross-sell signals, and score calls before your coffee's cold. Teams like BambooHR and Scale AI already automate their Sales and RevOps using customer conversations. Step into the future at attention.com/saastr   -------------------------------------------------------------------------------------------- --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------

How can home service businesses like yours truly get more customers? That's what John Golden and Connor Widder of Kru Marketing explored. Forget spraying and praying with your marketing budget. The key is mastering channels like SEO and Google Ads to grab local customers when they're searching for help. They shared vital tips: understand where your customers look, focus your efforts geographically, always track your results, and don't get lost in SEO complexity. They also highlighted the importance of being mobile-ready and using a CRM to manage leads properly. Get the essential strategies to make your online marketing pay off.

Markets braced for a massive after-hours earnings slate, including Salesforce, Nvidia, C3.ai, Synopsys, and Pure Storage. Nvidia dominated the agenda: analysis from Moor Insights & Strategy's Patrick Moorhead and CFRA's Angelo Zino while Byron Deeter of Bessemer discusses what Nvidia's print means for the broader AI and semis trade. Paul Hickey of Bespoke gives a read on sentiment as yields ticked higher. Jefferies' Brent Thill weighs in on CRM. 

We take the conversation we started last episode regarding vocational training of a technical workforce in CRM a little further. Bill provides an excellent perspective on the current role of the academic world in the CRM profession. How the current projections of future student populations provides both a bleak potential for growing numbers of new archaeologists and the promise for job security. This is an interesting perspective considering the current uncertainty looming in our discipline. Finally, is a rethinking of the original Airlie House an answer to what ails us? Tune in to find out and to learn how to educate yourself on the future of CRM!TranscriptsFor rough transcripts of this episode go to https://www.archpodnet.com/crmarchpodcast/311LinksKnocking at the College DoorVisioning Future Directions in CRM Archaeology (Airlie House 2.0 Initiative)Visioning Future Directions in CRM Archaeology: The Airlie House 2.0 WorkshopThe Future of Cultural Resource Management Archaeology in the United StatesBlogs and Resources:Bill White: Succinct ResearchDoug Rocks-MacQueen: Doug's ArchaeologyChris Webster: DIGTECH LLCAndrew KinkellaKinkella Teaches Archaeology (Youtube)Blog: Kinkella Teaches ArchaeologyArchPodNetAPN Website: https://www.archpodnet.comAPN on Facebook: https://www.facebook.com/archpodnetAPN on Twitter: https://www.twitter.com/archpodnetAPN on Instagram: https://www.instagram.com/archpodnetAPN ShopAffiliatesMotion

Today Erica addresses questions from listeners about managing her business, including handling missed payments, pricing commercial properties, whether or not to offer yard disinfecting or deodorizing services, and the benefits of using a CRM like Jobber from the early stages of a business. Erica also reflects on attending a ScoopCon convention, highlighting the importance of scaling a business and hiring staff to allow owners to focus on growth. Finally, she discusses her podcast microphone setup and her goal to expand her business significantly. Comments and Questions are welcome.   Send to: thescooppodcast22@gmail.com

If you're showing up on social media every day but still not seeing the leads roll in, your problem might not be the content—it might be the platform. In this episode, Emma shares a smart, strategic approach to choosing the right platforms based on how your audience behaves, not just where you've always posted. You'll learn why demographic data isn't enough, how to get inside your ideal customer's everyday life, and why diversifying your efforts across multiple platforms could be the key to unlocking consistent sales. Plus, Emma dives into the underestimated power of your personal brand in driving lead generation, especially on platforms like LinkedIn. Whether you're B2B, product-based, or a founder building your visibility, this episode will help you take a more thoughtful, data-driven approach to where, and how, you show up online. Listen in as Emma explains: Why content alone isn't enough to drive consistent leads How to choose platforms based on consumer behavior, not guesswork The risk of relying on just one platform for growth And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

Kalena James and Julie Deem are in studio sharing 5 productivity hacks to help you maximize the most out of your day.1. Create a daily task sheet.2. Have hard deadlines.3. Stay focused.4. Put away distractions.5. Do what you can.Learn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you!Learn more at: https://lyfquest.io/Instagram:USW Podcast ⁠⁠⁠⁠⁠⁠⁠@uswkokomo⁠⁠⁠⁠⁠⁠⁠Kalena James ⁠⁠⁠⁠⁠⁠⁠@yesitskalenajames⁠⁠⁠⁠⁠⁠⁠Julie Deem ⁠⁠⁠⁠⁠⁠⁠@indymompreneur⁠⁠⁠⁠⁠⁠⁠--------------------------------------------------USW Kokomo ⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠Production by ⁠⁠⁠⁠⁠⁠⁠The Business Podcast Editor⁠⁠

In this enlightening episode of Inside The Wolf's Den, hosts Shawn and Joni Wolfswinkel sit down with Bill Lupo, the innovative founder and CEO of UbiGrowth, an AI-powered platform revolutionizing how businesses communicate with their customers. With over 20 years of leadership experience across SaaS, FinTech, and CRM industries, Bill shares his journey from operational expert to visionary founder, driven by a passion to help businesses scale smarter, not just faster. Tune in as Bill reveals the pivotal role AI plays in modern customer engagement—breaking down barriers across voice, email, and SMS, in any language, and at any volume. He discusses how UbiGrowth empowers companies to build meaningful conversations with their audiences, backed by data-driven insights that optimize growth and profitability. Through real-world examples, Bill illustrates how his platform has transformed customer interactions, boosting engagement and loyalty. Beyond technology, Bill emphasizes the importance of leadership, culture, and strategic decision-making during rapid growth. He offers practical advice for founders and executives on navigating chaos, avoiding pitfalls, and fostering a human-centric approach amidst innovation. Looking ahead, Bill shares his vision for the future of AI in business, highlighting emerging trends and opportunities for small and medium-sized businesses to leverage AI effectively. Whether you're an entrepreneur, a leader, or a curious listener, this episode provides valuable insights into how AI and data-backed strategies are shaping the next era of business growth. Join Shawn and Joni as they uncover the secrets behind scaling smarter in today's competitive landscape. UbiGrowth Link: https://ubigrowth.com Youtube Link: https://youtu.be/yZMHmi3tmVM

Ali "AJ" Jetha, CEO of Marketcircle and creator of the Mac-native Daylite CRM, joins Nicholas Kuhne to unpack what it takes to build a SaaS brand in a competitive and ever-evolving space. AJ opens up about bootstrapping, battling giants like HubSpot and Monday.com, and how Daylite is redefining value for small businesses by focusing on usability, offline access, and integrated features that don't break the bank.

“The Cloud Communications Alliance is sending a clear signal: Europe matters.” — Bertrand Pourcelot, CEO, Enreach for Service Providers As Europe navigates a shifting geopolitical and technological landscape, the 2025 CCA European Summit is stepping up to meet the moment. In this special podcast, Doug Green, Publisher, Technology Reseller News spoke with Bertrand Pourcelot, CEO of Enreach for Service Providers and CCA board member, about the upcoming event to be held June 16–17 just outside Brussels. Pourcelot emphasized the Summit's growing role as a strategic bridge between U.S. and European communications providers. “CCA's goal isn't just expansion—it's mutual understanding,” he noted. Enreach, a pan-European provider of Smart Contact platforms, serves over 120 service providers across more than 20 countries and has been central to broadening CCA's European engagement. This year's Summit will feature a tightly focused one-and-a-half-day program, balancing telecom and UCaaS innovations with high-level insights into Europe's regulatory dynamics, AI adoption, and the global economic environment. Key speakers include Herman Van Rompuy, former Prime Minister of Belgium and first President of the European Council, and the Economics Editor of The Times of London—offering dual lenses on EU and global market drivers. Pourcelot will host a panel on “The Power of an Open, Best-of-Breed Ecosystem,” spotlighting how platforms and vertical integrations can unlock end-user value. Panelists will include leaders from CloudCTI, Akixi, Mitric, and other innovators in analytics, CRM, and AI-powered services. “Innovation thrives when there's openness, orchestration, and true partnership,” Pourcelot said. To learn more about the CCA European Summit, visit the Cloud Communications Alliance website. For more on Enreach's service provider offerings, explore https://www.enreach.com/sp.

May 28, 2025 In this episode, host Pete Neubig sits down with marketing strategist Kevin Davidson to unpack the real-world tactics that helped Empire Industries grow through disciplined marketing and sales operations. Kevin shares how he engineered lead tracking systems, built comprehensive reporting tools, and aligned marketing spend with measurable ROI. From defining true lead sources to setting up CRM and accounting integrations, Kevin reveals how data-driven decisions shaped their success. For new property managers, he offers clear, budget-friendly strategies to build authority, generate leads, and stand out in a crowded market — without wasting time or money.

When was the last time you dreamed BIG? In this episode, Chris and I share a conversation sparked during brunch with friends that reminded us how easy it is to unconsciously shrink our goals. We talk about why small thinking is so seductive, how your environment shapes your ambition, and why dreaming out loud is the fastest way to attract powerful allies. Plus, we share stories from our lives and clients who broke through limiting beliefs and leveled up simply by raising the bar. Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS The one thing that makes glōci way more than just hydration. Why small goals attract small thinkers. The real reason I'm not sticking to realistic projections. What happens when you downsize your dreams to fit your current circle. How one brunch conversation reset our expectations. The $100M restaurant group that sparked our next-level thinking. Why being around the RIGHT people changes everything. RESOURCES Join the Mastermind Weekend at Our Home HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Check out our secret weapon for a healthy, fast, and easy diet HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

Life is good when you can make an $8 billion move in cash. (00:21) Tim Beyers and Ricky Mulvey discuss: - A record Memorial Day weekend for the box office. - Salesforce's announced acquisition of Informatica. - Why investors may be underrating the growth of 5G. Then, (16:14) Robert Brokamp joins Ricky for a look at annuities and how they actually work. Companies discussed: CRM, INFA, DE, IOT Build your Range Rover Sport at www.rangerover.com/us/sport Host: Ricky Mulvey Guests: Tim Beyers, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we sit down for another tactical solo episode that lays out the exact 12-step process investors can follow to buy their first—or next—multifamily deal. From setting crystal-clear criteria to building broker relationships and mastering the follow-up, walking through each step in detail, offering practical tips that are easy to implement. Whether you're brand new to multifamily investing or trying to build a more consistent acquisition engine, this episode is a playbook you can revisit and reference for accelerating your journey.Join us as we dive into:How to define a crystal-clear acquisition criteria that builds confidence and focusThe fastest way to become an expert in your market and price rangeBuilding a deal funnel through brokers, direct-to-seller outreach, and networkingWhy a simple CRM and follow-up system is non-negotiable for serious deal flowWhat to do after your first deal to build momentum and scale your acquisitionsAre you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners

Unlocking Marketing Success with Sheila Butler: Fractional CMOs, AI, and Brand TransformationIn this episode of The Thoughtful Entrepreneur, host Josh Elledge welcomes Sheila Butler, Founder and Chief Marketing Officer of Butler Marketing Group. Sheila brings decades of experience to the table and shares her sharp insights on the evolving role of fractional CMOs, the impact of AI in marketing, and the enduring power of brand storytelling. Whether you're a founder scaling up or a CMO seeking clarity, this conversation is packed with actionable strategies and modern marketing wisdom.Marketing with Personality: From Disney Dreams to Brand StrategySheila Butler's love for storytelling and customer experience was inspired by her childhood dream of working for Disney—an aspiration that shaped her career in entertainment, marketing, and branding. Now based in Orlando, just a short drive from Disney parks, Sheila taps into that creative energy and sense of wonder to help businesses craft brands that truly connect.Her newest venture, a YouTube series called Marketing Over Bourbon, blends her professional expertise with her personable style. Sheila uses the show to share marketing insights, industry best practices, and commentary on emerging trends—all with a casual, conversational tone. It's a reflection of her approach to marketing: human, insightful, and always evolving.She also dives into the rise of AI tools like ChatGPT, Claude, and Gemini in her work—emphasizing that marketers shouldn't fear these tools but embrace them to improve productivity and creative output. Through experimentation, she identifies which AI applications best support each client's unique goals. Combined with her hands-on role as a fractional CMO, Sheila provides strategic execution—not just advice—to businesses undergoing transformation.About Sheila ButlerSheila Butler is an accomplished Chief Marketing Officer with over 25 years of experience in brand transformation, marketing strategy, loyalty program design, and partnership marketing across both B2C and B2B sectors. She has held key leadership roles at Disney, JPMorgan Chase, Choice Hotels, and Axiom Bank. As the Founder and CMO of Butler Marketing Group in Orlando, Florida, Sheila partners with organizations to solve complex marketing challenges and deliver measurable brand growth through customer insights, CRM, and storytelling.About Butler Marketing GroupButler Marketing Group partners with businesses in transition—helping them evolve their brand, align marketing efforts with business goals, and adopt new technologies like AI to enhance content creation and strategy. Whether serving as a fractional CMO or collaborating with internal teams, the agency brings both clarity and execution to the table.Links Mentioned in this Episode:Sheila Butler on LinkedInButler Marketing Group WebsiteYouTube: Marketing Over BourbonEpisode Highlights:What sets a fractional CMO apart from traditional marketing consultantsHow to apply AI tools like ChatGPT and Gemini to enhance marketing workflowsWhy brand transformation is essential in times of...

Tired of chasing leads that go nowhere? Ryan Young, CEO of Fello and a top-producing team leader, delivers a no-nonsense blueprint for real estate domination.   Discover his "eat your own dog food" approach to business, the shocking truth about your CRM's hidden potential, and the exact steps to build a powerhouse team right now. Learn the crucial difference between a good database and a goldmine of future business.   Stop wasting money on cold leads and start mining the gold you already own!   Follow this link for the Jeff Turner post mentioned in the show.   Connect with Ryan on - LinkedIn.   Learn more about Fello on - Facebook - LinkedIn - Instagram and online at fello.ai.   You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/   Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube - Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com.   Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/  

In this electrifying episode of the Millionaire Car Salesman Podcast, Sean V. Bradley and Tianna Mick, aka "T Got Your Keys," dive deep into the powerful strategies that can elevate your career in automotive sales. They reveal the game-changing steps sales professionals need to take to treat car sales not just as a job, but as a personal business venture. "Car sales is like owning your own business, but almost nobody does because it's not easy." - Sean V. Bradley Discover how to develop a strong personal brand, leverage cutting-edge digital tools like ChatGPT and Canva to create impactful logos and identities, and implement a holistic online and offline marketing strategy that drives success. This episode challenges you to move beyond the dealership's foot traffic and start building a loyal clientele through proactive effort and innovation. "If you're not consistently building your brand, you're gonna lose those customers and you're never gonna have the chance again." - Tianna Mick Sean and Tianna take a closer look at why personal brand identity is crucial in today's highly competitive landscape, and they share success stories from top industry figures like Cody Carter and Chrissy Burton. Plus, get the inside scoop on tools like Podium's conversational AI and how they can help you create a seamless, relational customer experience that leads to both increased sales and brand loyalty. "This is a 24/7 thing. I'm really committed to it, and you need to start today." - Tianna Mick Ready to level up your career? Tune in to learn the strategies that will empower you to take control of your success, engage with customers in a more meaningful way, and ultimately stand out in the automotive sales world.   Key Takeaways: ✅ Personal Branding: Develop a unique brand identity within the dealership's brand to stand out and personalize the customer experience. ✅ Strategic Marketing: Utilize tools like Canva, ChatGPT, and social media platforms for strategic and cohesive brand development and customer engagement. ✅ Innovative Customer Experience: Build customer loyalty through personalized post-sale experiences and community engagement initiatives. ✅ Investment: Consider investing personally in marketing strategies if dealership funding is unavailable; transformation starts with self-belief and strategic planning. ✅ Use of AI Tools: Harness AI-driven platforms such as Podium to enhance efficiency in lead conversion and customer engagement.   About Tianna Mick aka T Got Your Keys Tianna Mick (T Got Your Keys): Tianna Mick, famously known as "T Got Your Keys," is a prominent figure in the automotive sales space. With a deep-rooted passion for engaging with customers through social media and digital platforms, she leverages cutting-edge tools and strategies to maximize customer engagement. Tianna is an enthusiastic champion of dealership success, providing valuable insights on sales through various media, including the Millionaire Car Salesman Podcast.   Building a Personal Brand in Automotive Sales: Unlocking Success Through Innovation In the high-stakes world of automotive sales, standing out is paramount. As revealed in the dynamic conversation between Sean V. Bradley and Tianna Mick, the path to extraordinary success involves treating car sales like your own business. This article explores how building a personal brand can transform your career, leveraging technology, creativity, and strategic investment. Key Takeaways Developing a personal brand within the dealership's brand is crucial for differentiation and success in automotive sales. Proactively investing in your own marketing efforts can yield significant returns in terms of sales performance. Utilizing artificial intelligence and technology streamlines marketing processes and enhances customer engagement. The Power of Personal Branding in Automotive Sales Creating a personal brand within the automotive industry isn't just a fancy trend—it's a necessity for standing out in a crowded marketplace. Both Sean V. Bradley and Tianna Mick emphasize that most salespeople miss the mark by not establishing their own brand identity. The traditional method of relying solely on dealership leads and foot traffic is becoming obsolete. With technology at our fingertips and the automotive landscape rapidly evolving, sales professionals must differentiate themselves. As Sean notes, "Car sales is like owning your own business." Tianna Mick illustrates this by sharing her journey with the brand "T got your keys," which reflects her personality and values. She highlights the importance of colors, logos, and slogans, as these elements create a lasting impression. "You want to be on the top of mind of all of your customers and all of your prospects' minds," Tianna asserts, underscoring the enduring influence a well-crafted brand can have. Besides personalization, the strategic use of social media amplifies reach and builds credibility. "You pick a brand name that's memorable," Tianna advises, while emphasizing the seamless integration of brand elements across various platforms to maintain consistency and professional growth. Leveraging Technology and AI in Personal Branding Incorporating technology, especially artificial intelligence, is a game-changer for any salesperson looking to elevate their brand. From utilizing AI tools like ChatGPT for creating brand names and logos to integrating them with design platforms like Canva, the possibilities are endless. Sean indicates, "ChatGPT can do this, you know, for free or for practically free," promoting efficiency in establishing your brand. Moreover, AI offers innovative ways to manage customer interactions—Podium's conversational AI being a prime example. For salespeople, AI provides the opportunity to remain engaged with potential customers even during off-hours, ensuring no sales opportunity is missed. As the conversation reveals, AI doesn't just automate processes; it complements your efforts, acting as an omnipresent team member that keeps your operations running smoothly, freeing you to focus on delivering exceptional service and building relationships. The strategy extends to harnessing analytics for targeted marketing. As Tianna experienced, integrating a platform like "Build a Brand" with CRM systems ensures every customer interaction is optimized for success. The data-driven approach not only refines marketing strategies but also enhances service delivery, creating a competitive edge in the bustling automotive market. Investment Strategies for Personal Branding Success Realizing your brand's full potential often requires a financial commitment. Investing in marketing materials and tools is integral to expanding visibility and reinforcing your brand in customers' minds. While discussing budget allocations, Sean shares a proactive approach, encouraging salespeople to approach dealership management for marketing support, emphasizing a shared investment in achieving common goals. "Why don't people lift weights? Because they're heavy," Sean humorously notes, driving the point that investing might seem daunting but is ultimately rewarding. But it's not just about asking for funds; it's about presenting a strategic plan that illustrates potential returns. Tianna supports, "The more car sales I sell you, you get. But I get it," illuminating the mutual benefits of such collaboration. However, even if funding isn't an immediate option, looking at cost-effective methods like custom business cards and creative partnerships with local businesses can still drive significant impact. For sales professionals willing to invest in themselves, leveraging resources smartly can stimulate growth. This could mean setting aside a part of the commission for marketing initiatives or using affordable online platforms for brand promotion. Sean emphasizes that "scared money don't make any money," urging salespeople to be bold and strategic in their financial decisions to ensure exponential growth. By crafting a personal brand, utilizing cutting-edge technology, and committing to strategic investments, automotive salespeople can distinguish themselves from the competition. Tianna and Sean's conversation highlights a pathway to success that combines innovation with personalized service—keys to thriving in today's automotive landscape.     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!   ProMax: 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 29,000 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!   ProMax: 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!  

What happens when you stop hesitating and start saying YES? In this episode, I sit down with Neha Kumar, Co-Founder of Full Glass Wine. She shares the same framework she used to take 9 struggling CPG brands scaling them to $200M in under TWO years. We talk about how to turn your business profitable in 90–120 days, the mindset to reframe failure, productivity tricks, and MORE. Tune in to learn how to have an unstoppable business and life! Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS 00:00 Meet Neha Kumar of Full Glass Wine. 06:00 What is a “roll-up” business strategy? 10:30 Neha's blueprint to turn a brand profitable in 90-120 days. 13:00 How hesitation holds you back from taking bold leaps. 19:30 Advice on what to do when you feel stuck in your business. 25:30 How do you deal with rejection? 27:30 The 3 traits every successful entrepreneur has. 34:30 How do you balance life, business, and self-care? 37:30 How 30-minute check-ins help you stay accountable and focus. 42:00 The mindset that attracts award nominations, big growth, and next-level fulfillment. 49:45  The life advice Neha would give her younger self.  RESOURCES Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Nehar: @nehatkumar

What actually happens when you get a lead? Where do they go? This week we're pulling back the curtain on one of the most common (and overlooked) questions in real estate: what do you do with a lead after you get it? Whether they came from an open house, a sign call, a referral, or your kid's holiday party, every lead needs a place to live, and it's your job to keep track of them so they don't fall through the cracks. In this episode, we walk you through exactly what we do with our leads and the systems we use to stay organized. From Katy's one-sheet paper planner to Alissa's Trello board, we share real-life examples and offer simple, do-able ideas you can start using immediately. NEW TRELLO VIDEO!!! You'll hear about: The difference between an email list, a prospect list, and your database How to decide who goes where How Alissa uses Trello to track leads from pre-approved to ghosted (C is for Crickets!) Katy's buyer lead sheets and weekly activity sheet Why you don't need a fancy CRM to keep up with your leads The one question to ask yourself before adding someone to your database Easy email ideas to stay in touch with cold leads How to track social media connections without being creepy This episode is your friendly reminder that you don't need a perfect system—you just need a system. We'll help you figure out the one that actually works for you.