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.

Three Tactics to Be Successful in Content Creation – Chad Pollitt Podcast

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Chad Pollitt says that the future of marketing is entering a new phase. Native advertising is gaining strength, readership (also listenership and viewership) demands a new content approach; hardcore paid performance marketing is stressed and moving up the funnel. What this means is content marketing is coming into its own, but it is no longer a race for the most volume; today and tomorrow it is driven by three tactics to be successful. Listen and learn.

About our guest, Chad Pollitt:

VP of Marketing, Co-Founder, Professor, Author, Board Member x 3, International Keynote Speaker & former US Army Commander

A member of a Forbes Top 100 list, Chad authored "The Native Advertising Manifesto," "The Content Promotion Manifesto" and "51 Things Your Mother Taught You About Inbound Marketing." He is a regular contributor to industry media outlets, including the Huffington Post, Guardian and Social Media Today.

Chad has been creating profitable online campaigns for over 16 years for some of the world's most recognizable brands, while delivering tens of millions of dollars of tracked return. Over the last ten years has delivered over 100,000 leads and 24,000 marketing qualified leads. Named a top-five content marketing thought leader and top 20 CMO influencer, he continues to innovate by leading the emerging industry of online content promotion and distribution.

Since early 2002, Chad has played an integral role in designing, developing, deploying, executing and tracking robust web marketing strategies for client companies and organizations and is an Internet marketing expert. He holds a BS in Entrepreneurship from the Indiana University Kelley School of Business and an Internet Marketing Masters Certification from the University of San Francisco's prestigious School of Business and Management.

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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.

Columnist Gene Marks Debates 2019 Tech Winners, Flops, Predictions for 2020 and #Metoo Unintended Consequences

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Host Paul Petersen interviews columnist and radio/TV personality Gene Marks about the technology winners and flops of 2019 and the things to watch out for in 2020. A good amount of time was spent on AI and how it is becoming pervasive in our lives and why we have to accept it. They talk about:

• How AI is maturing even if it isn’t always accepted
• About Gene’s dog Lavender
• Conversations with a bot – it’s more often than you think
• How small companies benefit when big companies build AI apps,
• When competitors embrace AI at your expense
• What GoldMine CRM is doing in AI
• How predictive analytics is being used in CRM
• How robots lift up everyone in an organization that uses them
• The unintended consequences of the #Metoo movement
• The biggest technology flop in 2019
• The dramatic moves to AI in HR
• What small companies need in place to ride out the next recession…and there is always a next recession

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.

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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.

3 Technologies Small Businesses Need to Help Cash Flow

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.