As the host, Paul Peterson reminds us, the C in CRM represents the customer, so having a CRM system integrated with accounting is a very positive benefit for a company’s sales management and salespeople. In this interview, Paul talks with Joanne Wilson of The Trainers Advisory Network LTD. They discuss the power of GoldMine CRM and its connection to QuickBooks.
- How salespeople and sales managers benefit from connecting their CRM to QuickBooks
- The benefits of getting a whole picture of a customer in one central repository
- The paybacks of creating a new record in GoldMine CRM which creates a record in QuickBooks
- Salespeople love the connection with QuickBooks so that they know if their customers have been invoiced and when they paid
- The advantages for sales when QuickBooks create a client summary report
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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.
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.
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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.
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.
Stacy Gentile is responsible for global marketing operations at GoldMine CRM and he is also a business writer for online Forbes.com as part of their communications council.
With more than two decades of marketing experience, Gentile has helped startup businesses, worked on difficult turnaround projects and consulted with 300 of America’s leading brands on experiential marketing efforts. Additionally, he also served as a recon platoon sergeant with the U.S. Army and has a degree in International Relations from the University of Wisconsin.
From Gentile's deep background as a consultant, he discusses the three technologies that every new business must have to be successful. But during this conversation, he takes a step further and proposes that while marketing must concern itself with the foundational technology needs, it also must be equally concerned with the cash flow the company needs to survive. The program is hosted by Paul Petersen.
Join us for the live program on September 27th for this informative interview. Podcast replays will be available immediately.
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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.
In this episode, Susan Finch talks with Paul Petersen about automated 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.
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.
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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.
Yep, if we fully used all the social media outlets at our disposal, who would have time for work, at least that’s the inference of the discussion about social media between Radio Producer Paul Roberts and the host of CRM Radio Paul Petersen. Petersen and his side-kick Paul Roberts talk about the pros and cons of social media, the time devoted to it and the difficulty of measuring the return on time invested.
They discuss Alignable (small business networking) and Linkedin, the love hate attraction of social media networking, and how content management fits into the picture. The program is occasionally humorous, as these two talk about appropriate content for social channels, cross-linking, and they compare the pain of CRM and Social Media adoption.
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SLMA Radio is hosted by James Obermayer of Funnel Media Group which is a program on the Funnel Radio Channel. Funnel Media Group is the sponsor of SLMA Radio
Keenan, the author of Gap Selling is the CEO of A Sales Guy and the guest for host Paul Petersen on CRM Radio. This is pure Keenan at his best, except of course for his books.
This program is part of a book review and a lot of sales training as Keenan discusses:
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Paul Petersen, as the host of CRM Radio, taps an old friend, Rich Ackerman, a colleague from the CRM and cyber-security field to talk about changes in the CRM space and sales in general. In addition, they also discuss that there is an act two as Ackerman has changed his career to create The Vanishing Wilderness, a photographic masterpiece about the southeast inside passage of Alaska which is scheduled for release in mid-August of 2019.
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