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Where do you get a CRM?
Manage episode 390398680 series 3520113
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In today's episode, we will be discussing a crucial aspect of CRM - the "where". Many coaches and consultants often struggle with finding the right CRM for their business needs. With numerous options available, it can be overwhelming to make the right choice. But fear not, as I will be sharing the top criteria to consider when searching for the perfect CRM solution. From essential features like contact management and automation to crucial support models and strategy sessions, we'll cover it all. So join me as we explore where to find a great all-in-one CRM and streamline your business like never before.
Takeaways
- Where to find a CRM for coaches and consultants
- Criteria for selecting a CRM solution
- Accelerating implementation and setup
Quotes:
"Focus on your content first, technology second. Create the system in content because it always falls back on that."- Mary Sue Dahill
"CRM system implementation is crucial. Look for the necessary features, useful support, strategy assistance, and seamless migration from existing tools"- Mary Sue Dahill
Featured in this Episode
Mary Sue Dahill
https://www.linkedin.com/in/marysuedahill
Chapters
00:00 - Introduction
02:04 - The Advantages of All-in-One CRM for Small Businesses
02:36 - The Rising Trend of All-in-One Software: Simplifying Small Business Operations
03:27 - Balancing Efficiency and Time with CRM Support
04:48 - The Essential Roles of Coaches, Consultants, and Support Teams
05:33 - Creating Comprehensive Systems with CRM Features
06:15 - Aligning Content and CRM Implementation for Seamless System Creation
07:26 - Support and Strategy: The Key Differentiators in CRM Solutions
08:49 - Streamlining Setup, Driving Sales, and Boosting Profits with CRM Tools
10:01 - Unlocking the Power of Technology in Your Business
11:11 - Outro
Product by http://www.heartcastmedia.com
26 episodes
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