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CRM Radio by GoldMine

Jun 2020

CRM Software is Stunningly Underutilized.


Most CRM users are only accessing 10% of a CRM’s capability. Because CRM systems are where the money is, users should learn about the other 90%.  Paul Petersen, GM of GoldMine CRM helps the listeners understand their under-used CRM software.

Why it Matters

Because CRM systems are where the money is, users should learn about the other 90% of the software

About Paul Petersen

Petersen is the general manager and vice president of the GoldMine. His career spans working with sales & marketing systems and process having developed, managed, and sold for companies including McDonald's Corp, General Electric, Symantec, Allied Van Lines, and now has 16 years with CRM background at GoldMine. He holds a JD from Loyola University of Chicago and was one of the first to be awarded the Professional Certified Marketer designation by the American Marketing Association.


About GoldMine CRM

Headquartered in Salt Lake City, UT, GoldMine is "published" by Ivanti. Goldmine is a leading provider of CRM Solutions for small and mid-sized businesses worldwide.  


CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.

GoldMine CRM   Funnel Radio Podcast Channel by the Funnel Media Group, LLC

Jun 2020

CRM Primer: Why the History of CRM is Still Valid for B2B SMBs


While CRM is the accepted tool for B2B, some companies still don't understand it. In this short podcast, CRM veteran Paul Petersen from Goldmine reminds the "have-nots" why CRM is indispensable. This show is for those B2B companies that have not adopted a CRM tool.

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May 2020

Pundit Gene Marks Comments on Survival of SMBs


Yes, small businesses are under siege. Pundit Gene Marks, also described as the polite contrarian, shares tactics for survival in a stressed economy and what SMBs should rethink their banking strategy. This program is for small to medium-sized business owners.

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Apr 2020

Rethinking How to Work at Home and Use GoldMine CRM to be Efficient


We agree working at home is more productive than blowing an hour getting to work. Kevin Smith, a GoldMine Regional Manager talks about the benefits of a home office and how to maximize GoldMine CRM. This show is for salespeople. 

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Apr 2020

What makes a good blog?


Webinars are being slammed together and Zoom users have increased tenfold.  Internet radio listeners and podcasts subscribers are thirsting for information that doesn’t start with COVID-19 updates.  In the midst of this, blog readers have increased and are searching for problem solving hints and technology to make their business life, better in a post pandemic world.

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Jan 2020

Follow My Lead – Insights for 20/20 Lead Management


CRM Host Paul Petersen and Sales Lead Management Association founder Jim Obermayer discuss the modern definition of Sales Lead Management, how some companies are separating themselves from being defined as CRM solutions and what salespeople expect from marketing and sales management.  They discuss the crowded fields of CRM, Marketing Automation, ABM, and the resurrected field of sales lead management.

Obermayer is also the President of the Funnel Media Group an internet radio and podcast production agency for B2B companies.



CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.

GoldMine CRM   Funnel Radio Podcast Channel by the Funnel Media Group, LLC

Jan 2020

Lazy, Stupid Mistakes People Make with Social Media – Susan Finch


In this episode, Susan Finch talks with Paul Petersen about the lazy, studio mistakes people make when using social media. They forget it's a people to people media and try to automate posts - barfing our stuff and that of others vs. true engagement to build relationships that can be converted to prospects or advocates - from either direction.

Let's be honest, she goes on a few rants here because she's passionate about this topic. But she is right. Dead right. Everyone wants the easy way, the silver bullet to avoid actual work. People want to be liked, and loved, and talked about, but they don't want people to people contact; they just want it to look like they have contact, and care when they don't. 

Social media enables a unique opportunity to study another person or company before we attempt to directly engage. We can see their actual positions, words, favorite products, styles and more - it's way more informative than straight data. Data is sold as truth, but that's not the case. Data is an in the moment tabulation of a top of mind discussion, whims, a news headline trigger, a trip down memory lane and then the rabbit holes that spin-off of those directions. 

Social enables us to search for who is talking about what and then filter it from there - their position, their passions, their bugaboos, their pain. This guides the introduction and conversation. But how much should you engage? Why not automate it all? How can your CRM help you sincerely engage? You have the tools, you may need to rethink how you use them.

About our guest:

Susan Finch has been in public relations, advertising and marketing going back nearly 30 years. Her clients range from cities to healthcare services, small organizations, non-profits, real estate professionals and many B2B service providers. This variety of clients allows her to bring unexpected solutions to the challenges clients have had for years. Susan has had many clients for more than 20 years and enjoys keeping them current through her education packages, custom training libraries, as well as group sessions and events. She is also the VP of Operations for the Funnel Media Group.

Jan 2020

Don’t Kid Yourself, CRM is the Foundation for Business – Justin J. Smal


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Justin J. Smal. CEO of Monread CRM who was named CRM Thought Leader by the All Ireland Business Foundation in 2018 is interviewed by Paul Petersen, host of CRM Radio.  They discuss why the foundational purpose of CRM has not changed as the cornerstone of B2B businesses.  Whether a business has five employees or hundreds, Smal says they need a CRM. 

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Dec 2019

Jan 2020 CA Consumer Protection Act -You Can’t Do Whatever You Want to the Customer


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Growing Email Compliance Issues – GDPR, CASL, and CCPA – What?

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Dec 2019

The Aspirational Business - Building Profit While Making the World a Better Place


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The host for CRM Radio, Stacy Gentile, said that of all the guests he invited this year, Dora Lutz is the one he looked forward to most. She is the author of “The Aspirational Business” and the founder and president of GivingSpring. In this interview, Stacy asks and Dora answers:

  • The definition of an Aspirational Business Model
  • Why Aspirational Businesses keep employee longer
  • How companies that pay attention to Social Responsibility have lower risk management costs
  • Why a significant percentage of “startups” consider themselves to be social entrepreneurs
  • Why Aspirational Businesses are more profitable initiatives
  • The biggest benefit of an Aspirational Business beyond superior profitability
  • Learn the reason new hires prefer a socially conscious leadership in their place of employment
  • The reasons why 98% of customers are interested in a company’s social responsibility

About Dora Lutz

Dora is one of a handful of certified Shared Value Consultants in the country and serves as Regional Voice Lead and Chair of the Global Strategy Council for Impact 2030, a United Nations initiate designed to achieve the Sustainable Development Goals through volunteerism and service.

Currently, Dora works with organizations such as the National FFA Organization, the Indiana Economic Development Association, teaches entrepreneurship at Purdue University, and advises multiple social entrepreneurs on building effective social enterprises.

Dora's experiences and M.B.A. with a focus in Organizational Leadership provide insight into the ways a well-planned Corporate Social Responsibility (CSR) program can improve business and support multiple stakeholders, and is able to deftly explain how the most recent research can apply to real business scenarios.

About GivingSpring

Make Money (And Make Meaning) Most leaders know that shareholder value alone isn't enough to engage today's employees, consumers or investors. But we haven't known the formula to move us beyond this limited vision of success. Until now.

Aspirational Businesses know how to set and effectively execute a world-changing vision that motivates and retains employees, deepens consumer loyalty, ensures a healthy supply chain and drives profitability.

 About the Book:

The Aspirational Business: How great companies B.E.G.I.N. to create optimism, energy, and commitment through world-changing goals

After years of research, modeling and consulting, Dora Lutz is sharing the common actions purpose-driven leaders and social entrepreneurs take to generate both world-changing impact and profit. 

This book covers the five primary components to building an Aspirational Business and uses GivingSpring’s proprietary B.E.G.I.N. process to move your organization towards purpose and profit. 

Filled with stories, examples, activities and personal reflection points, The Aspirational Business sets a solid foundation for any leader looking to do more with his or her business.


CRM Radio is broadcast on the Funnel Radio Channel.  The hosts are Paul Petersen and Stacy Gentile.  The sponsor for CRM Radio if GoldMine CRM.


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