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.
LinkedIn
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.
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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.
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.
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.
LinkedIn
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. More than 25 years ago, GoldMine helped pioneer the CRM industry, and they have been around for so many years because of their focus on being simple, affordable, and proven.
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.
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.
About Gene Marks Speaker. Columnist. Small Business Expert
Small business keynote speaker Gene Marks helps small business owners, executives, and managers understand the political, economic, and technological trends that will affect their companies so they can make profitable decisions. As a professional speaker and small business expert, Gene has talked at industry conventions, corporate events, and professional trade shows.
Gene is also a small business writer. He has authored multiple books for small business owners and is a featured small business columnist in many national online publications.
Gene has talked at annual meetings, industry conferences, and corporate events.
Marks owns the Marks Group, a Bala Cynwyd, Pa.-based consulting firm that helps clients with customer relationship management. Marks is an author and a certified public accountant, and he writes regularly for The Post’s "On Small Business" blog. For more about Marks, visit genemarks.com.
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.
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.
For this episode, Paul Petersen, GM of GoldMine CRM interviews Jay Dymond First Direct Corporation's webmaster and GoldMine expert to discuss why blogging is an important and easy way to stay in touch with customers and build a following.
Jay Dymond
Dymond is responsible for IT Project Management, Web Site Design/Development, GoldMine Database Administration, and Help Desk Management. He creates and designs First Direct’s HTML E-mail Marketing Campaigns and Newsletters.
Jay Dymond on LinkedIn
www.goldminesuccess.com
www.emailcampaigntracker.com
www.1stdirect.com
If you have a CRM system, regardless of the provider, it’s time to review its capabilities for features you don’t know you have for remote workers and reaching out to customers and prospects? In this episode, GoldMine CRM Vice President and General Manager, Paul Petersen, talks with Goldmine CRM Administrator Dery Daye.
Dery says many suddenly virtualized workers are struggling to access vital company systems, but it may be easier than they expect. Many CRM systems have standby virtual capabilities that the IT administrator may have forgotten about, or may not be aware of, for the at-home worker. GoldMine CRM is one of those systems
Many CRM systems Dery says:
- Can allow on-premise users to switch to a free web-client
- Check to see if your system can allow SaaS or client based access
- Most Windows enabled CRM systems can be virtualized
- Quote software and inventory systems are easy to access if you aren’t using them.
Your action item:
- List the applications that you would like to access, don’t take it for granted that you can’t use them.
- Approach your manager with your list and ask that the IT manager looks into access via the CRM system.
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Practical Tips for Working Remotely
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.
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.
