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.
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.
They discuss:
- Using the GoldMine CRM tool for tasks you forgot
- Updating the essentials
- Using the calendar
- Collaboration with management
- How to be productive with delegation
- How working at home is the best work environment and contributes to a better home life.
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.
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.
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.
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 3rd 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 3rd 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 3rd 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 3rd party cookies became the norm
___________________________________________
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.
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.
