The Simplest and Most Effective Way to Set Up a CRM | THC Podcast 259
The Hardcore Closer Podcast
Ryan Stewman
4.9 • 1.5K Ratings
🗓️ 5 May 2022
⏱️ 18 minutes
🧾️ Download transcript
Summary
I am the founder and original member of the largest sales group on Facebook called Sales Talk With Sales Pros.
Today, I'm talking about some of the best CRMs (Customer Relationship Management Software).
Just because you have a CRM doesn't mean you are utlitizing it to it's fullest potential.
I'm going to share our tech stacks we use in our companies, the names of the CRMs, the workflows from the sales funnel to pulling them into the CRM.
Adding Data to your CRM matters.
If you ever decide to sell your company, one of the things they'll look at is your data points in the backend.
These are held in your CRM.
Bring your reMarkable or pen and pad if you're old fashioned and let's go to school.
You're about to get a PHd in the simplest most effectie way to set up your CRM.
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Transcript
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| 0:00.0 | What's up closer nation welcome to another episode of the hardcore closer podcast and I'm your host the hardcore closer Ryan |
| 0:10.5 | Stoom and and I'm glad you're here. I haven't asked in a while because I just forgot but if you |
| 0:15.2 | If you enjoy the show, which I don't know why the fuck else you'd be listening leave me a five star review |
| 0:20.2 | I've got over a thousand of them so you know another one |
| 0:24.1 | Definitely won't hurt and and I haven't asked a long time |
| 0:27.2 | So you know how people are they don't do shit. You don't ask for it's no more rule and sales if you don't ask you don't get |
| 0:31.5 | So I'm asked you for nothing else. Just go leave me a five star review. Just cuz you think I'm cool, right? |
| 0:36.3 | Even if you think to show sucks leave five star you just cuz I'm I'm putting the effort in I'm trying |
| 0:41.3 | Can I get an e for effort a five star for trying? Okay, before we get into it today |
| 0:47.1 | Today's episode let's talk about the the simplest yet most effective way to set up a CRM |
| 0:54.0 | I run a group if you're not aware on Facebook |
| 0:56.8 | It's the largest sales group on Facebook. It's called sales talk with sales pros and I need to retract that statement |
| 1:02.8 | I really don't run the group anymore. I am a member and the original founder that set it up of a group on Facebook |
| 1:09.9 | Called sales talk with sales pros, but I'm not really the administrator anymore. There's a whole team of people to keep that group |
| 1:16.5 | The way it is because it requires a whole team of people |
| 1:19.8 | To keep that group the way that it is one of the rules in that group in the reason why we create rules by the way is because |
| 1:26.9 | habitual line steppers violate them, right? |
| 1:29.3 | So we asked don't ask us what books were reading don't ask us what CRM were using and the reason why it's not because I wrote books |
| 1:36.6 | And I want to sell them which I have written books and I do want to sell them |
| 1:40.2 | But that's not why I don't allow people to ask about books |
| 1:42.4 | It's because every day that's such an easy. Hey, what books you guys read and every day |
| 1:48.3 | There would just be like what books you read what books you're reading and what happens is it's a monkey see monkey do society online |
... |
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