Level Up Podcast Season 1 Episode 4 -Back To Basics: Integrating Tradition With Tech In Sales Level Up podcast

Level Up Podcast Season 1 Episode 4 -Back to Basics: Integrating Tradition with Tech in Sales

1M ago 1:05:20

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### Episode 4 Show Notes

**Hosts:** Niall, Andy McNeil

**Guests:** Bill Kelly, Kevin Dugan, Perry

Williams (Co-hosting)

#### **1. Introduction**

- Host Niall welcomes everyone and

introduces co-hosts Andy McNeil and Perry Williams.

- Perry, standing in for Chris, shares

insights from across Europe.

#### **2. Teamworx Segment: Interview with

Bill Kelly**

- **Guest:** Bill Kelly, Vice President of

- **Discussion Points:**

Bill's role and background in IT and retail distribution.

Upcoming IT projects and improvements including Microsoft Dynamics 365, new

inventory visibility, and changes to the credit card payment system.

New features to assist sales teams and integration challenges.

- **Thought Provoking Question:** Niall

asks Bill what the one thing we are not talking about that we should be? Bill

discusses the importance of optimizing inventory to improve company

profitability and reduce costs.

#### **3. In-Case-You-Missed-It Segment**

- **Host:** Andy McNeil

- Andy recaps recent updates including

Nissan Rogue sales details, the Audi Military Program, and upcoming Nissan

Altima promotions.

#### **4. Getting Back to Basics**

- **Discussion with Perry Williams**

Focus on the fundamentals of sales, such as personal customer interactions and

the importance of old-school sales techniques.

Discussion on integrating new tools like AI with traditional sales methods to

enhance customer engagement and sales effectiveness.

#### **5. Interview with Kevin Dougan**

- **Guest:** Kevin Dougan, Owner of

Contagency

- **Topics:**

Kevin’s role in bridging the gap between field sales and corporate marketing

strategies.

Enhancing digital marketing strategies for ISRs, focusing on effective Facebook

advertising and use of AI.

Best practices and common mistakes in digital advertising.

#### **6. Wrap-Up**

- Niall and Perry wrap up the episode,

discussing key takeaways and teasing the upcoming masterclasses on AI and

social media advertising.

- Call for audience input on what they want

the first masterclass to focus on.

### **Looking Forward**

- Announcement of future episodes featuring

other key figures and continued focus on sales strategies, digital marketing,

and practical application of AI

5 episodes