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内容由David Carothers提供。所有播客内容(包括剧集、图形和播客描述)均由 David Carothers 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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CRM 6

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Manage episode 297085163 series 2922251
内容由David Carothers提供。所有播客内容(包括剧集、图形和播客描述)均由 David Carothers 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck are joined by David Lefevre, Owner of SalesPWR. They discuss how to utilize your CRM for service functions in the agency.

Episode Highlights:

  • David Lefevre mentions that HubSpot comes with a generic CRM. (1:40)
  • David Carothers mentions what he likes about the way the service piece is done. (3:12)
  • David Lefevre shares some of the ways to utilize CRM from a service aspect. (6:51)
  • David Lefevre mentions why it’s significant to have a certificate of insurance. (7:32)
  • David Lefevre shares how to utilize chatbots. (9:30)

Tweetable Quotes:

  • “We want to drive client experience. We want people to realize that we do business differently.” - David Carothers
  • “You just got to think it through completely before you make that switch. If you think it through and it makes sense to do it, act on the endeavor to persevere and make it happen.” - David Lefevre
  • “I'm more than willing to spend a few minutes just throwing out ideas and sharing what I think might be a good route to go.” - David Lefevre

Resources Mentioned:

  continue reading

589集单集

Artwork

CRM 6

Power Producers Podcast

published

icon分享
 
Manage episode 297085163 series 2922251
内容由David Carothers提供。所有播客内容(包括剧集、图形和播客描述)均由 David Carothers 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck are joined by David Lefevre, Owner of SalesPWR. They discuss how to utilize your CRM for service functions in the agency.

Episode Highlights:

  • David Lefevre mentions that HubSpot comes with a generic CRM. (1:40)
  • David Carothers mentions what he likes about the way the service piece is done. (3:12)
  • David Lefevre shares some of the ways to utilize CRM from a service aspect. (6:51)
  • David Lefevre mentions why it’s significant to have a certificate of insurance. (7:32)
  • David Lefevre shares how to utilize chatbots. (9:30)

Tweetable Quotes:

  • “We want to drive client experience. We want people to realize that we do business differently.” - David Carothers
  • “You just got to think it through completely before you make that switch. If you think it through and it makes sense to do it, act on the endeavor to persevere and make it happen.” - David Lefevre
  • “I'm more than willing to spend a few minutes just throwing out ideas and sharing what I think might be a good route to go.” - David Lefevre

Resources Mentioned:

  continue reading

589集单集

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