How To Fine-tune Your CRM To Save Time And Money

The Home Service Expert Podcast

Tommy Mello

Business, Management

4.8 • 705 Ratings

🗓️ 27 May 2022

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Charlie Felker is the co-founder of Free-2-Grow, a company that provides back-office support to service-based companies, allowing the owners and operators to focus on their customers and growing their businesses. Free-2-Grow offers its customers the services of a full-time office manager at half of what it would cost to hire someone full-time and provides team support with its cross-trained staff.

In this episode, we talked about customer relationship management, efficiency, lead generation and follow-up, employee trust...

Transcript

Click on a timestamp to play from that location

0:00.0	The rub that I see, and I was guilty of this, is they just keep hanging on.
0:04.4	They're like, okay, well, I'm going to punt this decision to outsource this or hire somebody or use a CRM to next year.
0:10.9	And then they just get more and more ingrained in that business.
0:14.6	They're responding to immediate customer text messages or they're in their car.
0:19.4	They take a call and they write something down and that
0:22.9	doesn't get translated into the CRM system. You know, all those little fails add up. And you've got
0:28.4	to know your business. I get that. But at some point, you kind of rip that cord and say,
0:32.7	you know what, I'm going to go focus on key accounts or I'm going to go to more BNI meetings
0:37.0	or whatever it is and let free to go or whoever key accounts or I'm going to go to more BNI meetings or whatever it is
0:38.0	and let free to go or whoever it is kind of take on that offering.
0:43.0	Too many times they're just extending that, you know, I'm just going to grit this out.
0:47.3	I'm going to grit it out.
0:48.0	I'm going to put some more money in my pocket.
0:49.9	But they're just kind of getting themselves more wrapped around the axle on the minutia every year.
0:54.8	Welcome to the Home Service Expert, where each week, Tommy chats with world-class entrepreneurs and experts in various fields,
1:02.6	like marketing, sales, hiring, and leadership, to find out what's really behind their success in business.
1:09.5	Now, your host, The Home Service Millionaire, Tommy Mello.
1:16.5	Welcome back to the Home Service Expert. We got a fun day along for you guys here. I got Charlie
1:22.6	Falker on here again. Awesome guy. He's actually been to our headquarters here. He's visited. He's hung out.
1:29.1	Amazing guy. Located out of St. Louis, the one spot we're not in yet. I was St. Louis doing for you.
1:36.4	It's great today. It's sunny and warm. But it's a great place to have a business. I grew up in
1:41.6	St. Louis. I love being here. So I would love it if you opened up
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Tommy Mello, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Tommy Mello and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.