Welcome back to Strategic Counsel by ForthRight Business! Looking for Marketing Smarts? You’re in the right place. After almost 4 years of helping to make you savvier marketers, we decided to broaden this podcast to include more business-oriented topics that will make you savvier business leaders.

In this episode of Strategic Counsel by ForthRight Business, we’re talking how to make your CRM effective with Jason Kramer. Listen to the episode on Apple Podcasts, Spotify, and your other favorite podcast spots – follow and leave a 5-star review!

• Episode Summary & Player
• Show Notes
• Strategic Counsel Summary
• Transcript

Strategic Counsel by ForthRight Business: Building an Effective CRM to Drive Leads for Your SMB with Jason Kramer, Cultivize

Do you have a CRM system (Customer Relationship Management)? CRM tools have become a bit diluted over the years. But, a true CRM system can drive leads for your business like no other. We wanted you to learn from a bright mind who knows exactly how to make your CRM effective, so we welcomed on Jason Kramer, the Founder & CEO of Cultivize. They’re your CRM guru for sales, marketing, and agency teams. Visit AfterTheLead.com and use code: StrategicCounsel to get $50 off the Profit Path sales tracking tool. Here’s a small sample of what you will hear in this episode:

• What can CRMs do besides abandon cart email sequences?
• What to do when the business is too busy to use a CRM?
• What happens after the nurture sequence?
• What are the right things to do in order to fuel my business?
• Why the people matter more than the system?

And as always, if you need help in building your Strategic Counsel, don’t hesitate to reach out to us at: ForthRight-People.com.

Check out the episode, show notes, and transcript below:

Show Notes

• Building an Effective CRM to Drive Leads for Your SMB with Jason Kramer, Cultivize
  • [0:29] Welcome to Strategic Counsel by ForthRight Business
  • [2:15] Visit AfterTheLead.com and use code: StrategicCounsel to get $50 off the Profit Path sales tracking tool
  • [4:36] What are some of the common issues people have and how does a CRM (Customer Relationship Management) fit into business?
  • [8:51] If you’re not prepared to spend thousands of dollars on HubSpot, where do you start?
  • [11:30] Why do we even need to have a system or a process?
  • [16:29] CRM can help to educate and nurture clients before they’re ready to buy
  • [20:02] What happens after the nurture sequence?
  • [23:43] What are the right things to do in order to fuel my business?
  • [26:01] What is your process? (and how to develop one)
  • [32:04] What to do when it feels like the business is too busy to use the system?
  • [37:58] It’s the people first and then the system
    Rapid Fire Questions
  • [44:43] What is Jason’s favorite dessert?
  • [45:40] What’s his favorite Halloween costume?
  • [46:40] If he could be someone else for a day, who would it be?
  • [48:30] Last thoughts on CRMs
  • [49:47] Visit AfterTheLead.com and use code: StrategicCounsel to get $50 off the Profit Path sales tracking tool
  • [50:56] Make sure to follow Strategic Counsel on your favorite podcast spot and leave us a 5-star review on Apple Podcasts
  • [50:56] Learn more at ForthRight-People.com and connect with us on Facebook, Instagram, and LinkedIn

What is Strategic Counsel?

Welcome back to Strategic Counsel by ForthRight Business! Looking for Marketing Smarts? You’re in the right place. After almost 4 years of helping to make you savvier marketers, we decided to broaden this podcast to include more business-oriented topics that will make you savvier business leaders.

Thanks for listening Strategic Counsel. Get in touch here to become more strategic. 

Transcript