Where do you get a CRM?

CRM Success Secrets for Coaches and Consultants

In today's episode, we will be discussing a crucial aspect of CRM - the "where". Many coaches and consultants often struggle with finding the right CRM for their business needs. With numerous options available, it can be overwhelming to make the right choice. But fear not, as I will be sharing the top criteria to consider when searching for the perfect CRM solution. From essential features like contact management and automation to crucial support models and strategy sessions, we'll cover it all. So join me as we explore where to find a great all-in-one CRM and streamline your business like never before.

Takeaways

• Where to find a CRM for coaches and consultants
• Criteria for selecting a CRM solution
• Accelerating implementation and setup

Quotes:

"Focus on your content first, technology second. Create the system in content because it always falls back on that."- Mary Sue Dahill

"CRM system implementation is crucial. Look for the necessary features, useful support, strategy assistance, and seamless migration from existing tools"- Mary Sue Dahill

Featured in this Episode

Mary Sue Dahill

https://www.linkedin.com/in/marysuedahill

Chapters

00:00 - Introduction

02:04 - The Advantages of All-in-One CRM for Small Businesses

02:36 - The Rising Trend of All-in-One Software: Simplifying Small Business Operations

03:27 - Balancing Efficiency and Time with CRM Support

04:48 - The Essential Roles of Coaches, Consultants, and Support Teams

05:33 - Creating Comprehensive Systems with CRM Features

06:15 - Aligning Content and CRM Implementation for Seamless System Creation

07:26 - Support and Strategy: The Key Differentiators in CRM Solutions

08:49 - Streamlining Setup, Driving Sales, and Boosting Profits with CRM Tools

10:01 - Unlocking the Power of Technology in Your Business

11:11 - Outro

Product by http://www.heartcastmedia.com