CRM Radio by GoldMine

CRM Radio by GoldMine

Best practices in customer relationship management (CRM Management) from GoldMine CRM and host Paul Petersen... Show More
March 30, 2020 24 min

 

Working remotely is new to a lot of workers and their companies.  Some do it well because they have done it for many years; some flounder and struggle to implement the technology and work processes.  In this program, we hear from Paul Petersen the GM at GoldMine, his marketing manager Stacy Gentile, and CRM Radio’s studio producer, Paul Roberts, who discuss the dual challenges of technology and the human side of remote work. 

----more----

Technology

  • There are technology issues for different jobs in sales customer service, accounting, etc.
  • How GoldMine CRM had a “stress test” two weeks ago with everyone in the company (including their parent company), sent home to work at home for a day to identify the issues should it happen
  • They discussed equipment, testing connections, remote desktop, applications, password needs, use of web clients and mobile applications
  • The Human Element

  • How to keep a team motivated
  • Meeting cadence
  • Trust
  • The benefit of over-communicating
  • Team calls
  • A home office structure
  • Avoiding multi-tasking
  • Judging tasks based on the 3 “Ds”: Do it, Detect it, or Delegate it.
  • It was a lively discussion with varying opinions. 

    CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel.  GoldMine is the sponsor of CRM Radio.

       

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