Practical Tips for Working Remotely

Working remotely is new to a lot of workers and their companies.  Some do it well because they have done it for many years; some flounder and struggle to implement the technology and work processes.  In this program, we hear from Paul Petersen the GM at GoldMine, his marketing manager Stacy Gentile, and CRM Radio’s studio producer, Paul Roberts, who discuss the dual challenges of technology and the human side of remote work. 

Technology

• There are technology issues for different jobs in sales customer service, accounting, etc.
• How GoldMine CRM had a “stress test” two weeks ago with everyone in the company (including their parent company), sent home to work at home for a day to identify the issues should it happen
• They discussed equipment, testing connections, remote desktop, applications, password needs, use of web clients and mobile applications

The Human Element

• How to keep a team motivated
• Meeting cadence
• Trust
• The benefit of over-communicating
• Team calls
• A home office structure
• Avoiding multi-tasking
• Judging tasks based on the 3 “Ds”: Do it, Detect it, or Delegate it.

It was a lively discussion with varying opinions. 

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.

Will Google Eliminate 3rd Party Cookies?

In this episode, host Stacy Gentile, interviews independent marketing consultant Jonathan Eickman. Both have recently returned from Content Marketing World in Cleveland, Ohio.

There was a huge disconnect, both said, between the speakers and marketers in the trenches; there were also few actual CMOs as presenters.  While there were solid takeaways, both criticized that the majority of speakers were sellers or predictors but there were not that many doers from the marketing world. 

Then, they got into the big news that is coming out of Google and its sandbox.

Google is working to eliminate third-party cookies, which will throw a wrench into the marketing plans of those who plant cookies to track visitor behavior. Attribution will be difficult as visitors coming back to a site will be counted as new every time they return. The ability to target customers and prospects with the right messages will be dumped into chaos. Analytics and conversion traffic will disappear as most third-party cookie users know it today. 

Google will be offering its own APIs which in some manner make up for the change, but not everyone has bought into Google’s generous plans. Stacy asked Jon if he thinks this change is part of an attempt by Google to control the collections of data and even resell it. The deadline for these complete changes is 2022. They think that:

• As third-party cookies disappear. conventional based marketing will be a player again
• First-party-based marketing will increase
• Companies and agencies will have to revert back to marketing before third-party cookies became the norm

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

A Nuke is about to Hit Your Marketing Dept

In this episode, host Stacy Gentile, interviews independent marketing consultant Jonathan Eickman.   Both have just returned from Content Marketing World in Cleveland, Ohio, and while there were solid takeaways, both criticized that the majority of speakers were sellers or predictors but there were not that many doers from the marketing world. 

There was a huge disconnect, both said, between the speakers and marketers in the trenches; there were also few actual CMOs as presenters.

Then, they got into the big news that is coming out of Google and its sandbox. Google is working to eliminate 3^rd party cookies, which will throw a wrench into the marketing plans of those who plant cookies to track visitor behavior.  Attribution will be difficult as visitors coming back to a site will be counted as new every time they return. The ability to target customers and prospects with the right messages will be dumped into chaos.   Analytics and conversion traffic will disappear as most 3^rd party cookie users know it today. 

Google will be offering its own APIs which in some manner make up for the change, but not everyone has bought into Google’s generous plans.   Stacy asked Jon if he thinks this change is part of an attempt by Google to control the collections of data and even resell it.  The deadline for these complete changes is 2022.  They think that:

•  As 3^rd party cookies disappear. conventional based marketing will be a player again
• First party-based marketing will increase
• Companies and agencies will have to revert back to marketing before 3^rd party cookies became the norm

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

The Power of GoldMine CRM and QuickBooks Integration

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.

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.

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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.

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.

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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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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5 Myths in Digital Marketing That Can Hurt Your Business

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It takes an expert who has worked in digital marketing for a long time with dozens and dozens of companies to nail the 5 Myths in Digital Marketing that cause the average company untold grief in lost opportunities.   In this program, host Stacy Gentile interviews Maggie Strevell, president of Naper Solutions.  

Strevell is a well-known speaker and digital marketing strategist.  Maggie and Stacy knockdown paid search myths, mobile-friendly absences, fear that digital marketing is too expensive, the fable about bad company reviews, and the number one fairytale about the emails you send.

About Maggie Strevell

Maggie Strevell, founder and President of Naper Solutions, Inc. started marketing online in 1997. Her first successes including helping couples successfully adopt via the Internet.  What sets her expertise apart from other marketing companies is an understanding of the technology behind the Internet and the ability to translate it into easy-to-understand terms. Maggie has a Bachelors Degree from Northern Illinois in Computer Science and is a Certified Paid Search Specialist.

Today, she empowers small business owners with the knowledge to make educated marketing decisions through her Internet Marketing Workshops, Consulting, and Speaking Engagements

Naper Solutions

Maggie Strevell on LinkedIn

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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.

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.

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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.