MergedAnalytics Tracking Image - NoScript
International Business Growth Radio Network
  • WELCOME
    • CONTACT US
    • PRIVACY
  • RADIO
    • ON AIR NOW
    • LISTENER GUIDE
    • MEET THE TEAM >
      • NORTH AMERICA >
        • William Eastman
        • Donna Kunde
        • Londina Cruz
        • RJ Lewis
        • Monique McDonald
        • Survival Mode
        • Raj Kapur
        • Bob DiGiacomo
        • Crystal Y. Davis
        • Bill Kelly
        • WELCOME
        • Kasfia Rashid
        • David Wilson
        • James Bryant
        • Brandon Souba
        • Cedrick LaFleur
        • Clancy Clark
        • Damian Johnson
        • Scott Geller
        • Wendy Dickinson
        • Ralph Peterson
        • Michael Mitchell
        • Nicole Rankine
        • Ellen McIlhenny
        • Tracie Hines Lashley
        • Z Gen Entrepreneurship
      • AUSTRALASIA >
        • Sarita Johan
        • Steve Sweeney
        • Level-Up Your Marketing
        • Russell Colbourne
        • Simone Douglas
        • Rick Carter
      • SOUTH ASIA >
        • Jeremy Gray
        • Ajai Lal
        • Bijay Kumar Khandal
        • Lisa Askwith
        • Rashmeet Kaur
        • Meena Mac
        • Ramdas Shenoyy
      • PRIME MERIDIAN >
        • Ravin Papiah
        • Florin Lungu
        • Teena Ogbugoh
        • Sadika Kebbi
        • Arthie Moore-Robberts
        • Jan Robberts
        • Gaby Awad
        • Fady G. Bader
      • EXEC TEAM
    • JOIN THE TEAM >
      • BECOME A HOST
      • BE A SPONSOR
  • SHOP
    • DWY PACKAGES
    • HOST PACKAGES
    • ADVERTISING PACKAGES
    • IBGR MERCHANDISE
  • CONSULTING
    • PODCASTS
    • BUSINESS MAKER (DWY)
    • FRACTIONAL CONSULTANTS (DFY)
  • NEWS
    • E-NEWSPAPER
    • NEWS BLOG
    • NEWS PODCASTS
  • RESOURCES
    • START HERE
    • SHOW NOTES
    • GROWTH APP
    • FACEBOOK COMMUNITY
    • LINKEDIN COMMUNITY
    • EVENTS
IBGR.NETWORK

Show Notes

DOWNLOAD. LISTEN. ENGAGE.

How to choose the right CRM – RJ Lewis

11/3/2021

0 Comments

 
Picture
RJ Lewis – Planning Out Loud Show

​
IBGR.Network - PROFIT Radio. Everything a business owner needs to start, grow or exit a business. GROW WITH US.

The Objectives + Opportunities + Challenges Presented.

It's time to talk about CRM. A Customer Relationship Management system is the combination
​

Today we're going to explore the software you need to support your CRM.

By the end of our time together you will understand what a good CRM should do for your business and why a CRM as a system is not JUST about software.

🎙 Listen → Apply → Engage

Check.
Understand what a CRM does for your businesses ability to maintain your relationship with consumers.
  • keep track of your interactions with all customers,
  • understand the impact of your sales and marketing efforts,
  • maintain strong relationships with existing customers,
  • sell more products and services,
  • improve the flow of information between members of your team,
  • find and keep new customers.

Think.
The key strategy to identify and implement a CRM system that you'll stick to is to
  1. decide what the experiential "hub" of your CRM system is going to be,
    1. common CRM system hubs: email marketing software, dedicated CRM software, and
  2. apply your research process
    1. identify your business needs
    2. identify specific software that fits those needs, meets your budget constraints, and define a preliminary set of metrics to track, and
    3. identify your research timeline

A few key gotchas that'll getcha:
  • Is this software the hub or central driver in this process or is it a connection within the software stack
  • Is there a fixed-price solution or is the system tiered
  • Does the company support users by being responsive and iterative
  • Is there sufficient reporting available

Act.
Your CRM system launch plan should follow similar guidelines to those you would utilize for any product launch.
  1. Identify Your Goals

    Possible goals could include, but aren't limited to:
    • Track Leads and Lead Activity
    • Track Customer Base
    • Track Opportunities and Closing Rates
    • Offer Connectivity Between Teams
    • Manage Relationships
    • Generate Customized Reporting
    • Organize Business Operations
    • Increase Profitability
    • Increase Productivity
  2. Understand and design the implementation procedure
    • What resources are needed to configure, train, maneuver data, etc.?
  3. Provide a roadmap with clearly marked timelines for your implementation team to follow


Resources.
  1. Research Marketing and Sales Platforms (CRM)
  2. IBGR Community – Agilean Operations Group

Shows.
← Previous show : Episode 8. Making it easy to get paid
  • We kicked off our series on critical ERM (entrepreneur resources management) options with an in-depth review of payment systems that will empower (literally) your business model.
🔗 Listen now | Read the show notes

Next show → : Episode 10. Email Marketing Roundup
  • We've briefly touched on email marketing as a communications tool, a CRM hub, and a primary sales driver. Is it one of these, all of these, or none of these? Find out next week.

Written by Rahgna J. Lewis
An Army wife and mother of 3 living in the Richmond area of Virginia, USA, RJ is a digital experience strategist.

RJ Lewis Digital is a consultancy that is helping CEOs like you simplify and streamline their business operating system strategy by peeking at the digital systems you use to deliver your programs, communicate with teams, organize workflow, onboard staff and convert lurkers to clients. This agency's specialty is to ALIGN ALL THESE SYSTEMS so you and your company can flourish.

Videos and social media posts are all fun and sexy, but WHAT'S HAPPENING BEHIND THE SCENES IS GONNA MAKE (or break) your company BANK.

Visit justrjlewis.com to learn more about designing a business operating system strategy – an audience-focused digital ecosystem for your business.

Instagram: @talk2rj | Facebook: @RJLewisDigital | LinkedIn: @talk2rj

​

O1.09.4NA

0 Comments



Leave a Reply.

    new choice for BUSINESS SEARCH

    Archives

    August 2022
    July 2022
    June 2022
    May 2022
    April 2022
    March 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020

    Categories

    All
    Aaron Lee
    Ajai Lal
    Ally Nitschke
    Angela Chaney
    Angela Hooper Menifield
    Arthie-moore
    Bert Robinson
    Bijay Kumar Khandal
    Bill Kelly
    Bishop Cummings
    Bob DiGiacomo
    Brandon Souba
    Building Success Habits
    Business Podcasting Made Easy
    Cedrick Lafleur
    Celia Powell
    Charles George
    Crystal Y Davis
    Damian Johnson
    David Wilson
    Donna Kunde
    Ellen-mcilhenny
    Ellen-mcilhenny
    Fady-g-bader
    Florin Lungu
    Gaby Awad
    James Bryant
    Jan Robberts
    Jeremy Gray
    Johanna Rincon
    John-richards
    Kasfia Rashid
    Kevin Beers
    Laura Bell
    Lisa Askwith
    Londina Cruz
    Monique McDonald
    News
    Nicole Rankine
    Prerona Roy
    Raj Kapur
    Ramdas Shenoyy
    Ravin Papiah
    Rick Carter
    RJ Lewis
    Russell Colbourne
    Sadika Kebbi
    Sarita Johan
    Scott Geller
    Season 10 Executive
    Season 10 Finance
    Season 10 Operations
    Season 10 People
    Season 1 Coaching
    Season 1 Consulting
    Season 1 Customers
    Season 1 Executive
    Season 1 Finance
    Season 1 Operations
    Season 1 People
    Season 1 Strategy
    Season 2 Customers
    Season 2 Executive
    Season 2 Finance
    Season 2 Operations
    Season 2 People
    Season 3 Consulting
    Season 3 Customers
    Season 3 Executive
    Season 3 Finance
    Season 3 Operations
    Season 3 People
    Season 4 Customers
    Season 4 Executive
    Season 4 Finance
    Season 4 Operations
    Season 4 People
    Season 5 Customers
    Season 5 Executive
    Season 5 Finance
    Season 5 Operations
    Season 5 People
    Season 6 Consulting
    Season 6 Customers
    Season 6 Executive
    Season 6 Finance
    Season 6 Operations
    Season 6 People
    Season 7 Customers
    Season 7 Executive
    Season 7 Finance
    Season 7 Operations
    Season 7 People
    Season 8 Finance
    Season 8 Operations
    Season 8 People
    Season 9 Customers
    Season 9 Executive
    Season 9 Finance
    Season 9 Operations
    Season 9 People
    Simone Douglas
    START HERE
    Steve Sweeney
    Teena Ogbugoh
    Tracie Hines Lashley
    Vicki Abraham
    Wendy Dickinson
    William Eastman

    RSS Feed

Radio

Become a Host
Get the Listener Guide
Contact Us​

SOCIAL MEDIA

Join our Facebook Group
​Connect on LinkedIn
BTS on YouTube

365 Business Maker

Grow Your Business
Apply to Work With Us
Network and CONNECT

free resources

Download the Growth App
Download the Checklist
Download the Podcasts

Listen Live ON THE FOLLOWING APPS & NETWORKS

Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture

SYNDICATION pARTNERS

Picture
Picture
Picture

Search IBGR On These Podcast Platforms

Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture

SPONSORS & AFFILIATES

Picture
Black Links Global
Picture
Picture
Influence With A Heart
Picture
Picture
Book Design and More
Picture
Picture
Startup Raven
Picture
Picture
Coach Accountable
Picture
Picture
Click Funnels
Picture
Picture
Salesflare
Picture
Airmeet
IBGR.Network is Veteran owned and operated. 
Site powered by Weebly. Managed by Radio.co, Designed by gWORX Media.
  • WELCOME
    • CONTACT US
    • PRIVACY
  • RADIO
    • ON AIR NOW
    • LISTENER GUIDE
    • MEET THE TEAM >
      • NORTH AMERICA >
        • William Eastman
        • Donna Kunde
        • Londina Cruz
        • RJ Lewis
        • Monique McDonald
        • Survival Mode
        • Raj Kapur
        • Bob DiGiacomo
        • Crystal Y. Davis
        • Bill Kelly
        • WELCOME
        • Kasfia Rashid
        • David Wilson
        • James Bryant
        • Brandon Souba
        • Cedrick LaFleur
        • Clancy Clark
        • Damian Johnson
        • Scott Geller
        • Wendy Dickinson
        • Ralph Peterson
        • Michael Mitchell
        • Nicole Rankine
        • Ellen McIlhenny
        • Tracie Hines Lashley
        • Z Gen Entrepreneurship
      • AUSTRALASIA >
        • Sarita Johan
        • Steve Sweeney
        • Level-Up Your Marketing
        • Russell Colbourne
        • Simone Douglas
        • Rick Carter
      • SOUTH ASIA >
        • Jeremy Gray
        • Ajai Lal
        • Bijay Kumar Khandal
        • Lisa Askwith
        • Rashmeet Kaur
        • Meena Mac
        • Ramdas Shenoyy
      • PRIME MERIDIAN >
        • Ravin Papiah
        • Florin Lungu
        • Teena Ogbugoh
        • Sadika Kebbi
        • Arthie Moore-Robberts
        • Jan Robberts
        • Gaby Awad
        • Fady G. Bader
      • EXEC TEAM
    • JOIN THE TEAM >
      • BECOME A HOST
      • BE A SPONSOR
  • SHOP
    • DWY PACKAGES
    • HOST PACKAGES
    • ADVERTISING PACKAGES
    • IBGR MERCHANDISE
  • CONSULTING
    • PODCASTS
    • BUSINESS MAKER (DWY)
    • FRACTIONAL CONSULTANTS (DFY)
  • NEWS
    • E-NEWSPAPER
    • NEWS BLOG
    • NEWS PODCASTS
  • RESOURCES
    • START HERE
    • SHOW NOTES
    • GROWTH APP
    • FACEBOOK COMMUNITY
    • LINKEDIN COMMUNITY
    • EVENTS