The R in CRM means Revenue!

WHAT ARE WE TALKING ABOUT TODAY? We go letter by letter through the CRM. If you work with customers in sales, support, or literally in any fashion, you likely use a CRM, and as your business grows you’ll depend on ‘C’ - the Customer data portion of the system. You also rely on the ‘M’ for Management of the information stored, producing reports, and reminding you of important customer-related events. But your career success and advancement depend on knowing that the ‘R’ in CRM - means Revenue! 

WHAT TOPICS DO WE COVER?

* Define the role of the CRM in business

* You know that most businesses that use a CRM are wasting 80% of its power?

* A story about how a CRM could have cost $2.6 million dollars in valuation loss!

* What does the C mean?

* What does the M mean?

* And the star of the show  - we define the R - it means Revenue.

* We give real examples of how adding more R to the CRM drives success.

* And of course, we know that the R stands for Relationship, but do you?

* How to make the relationship come alive and make you more Revenue.

WHAT’S THE TAKE-AWAY?

We think that most CRM investments are largely wasted because we don’t spend enough time perfecting the R part of the system.  We highlight the problems and the fixes to help you make more revenue.

WE USED THESE RESOURCES:

Besides our experiences that directly relate to this topic, we found the following resources very helpful in preparing for this episode:

Salesforce CRM https://www.salesforce.com

Microsoft Dymanics https://dynamics.microsoft.com/en-us/

SAP CRM https://www.sap.com/products/crm.html

Oracle CRM https://www.oracle.com/cx/what-is-crm/

Zoho CRM https://www.zoho.com/crm/

Hubspot CRM https://www.hubspot.com/products/crm

Sugar CRM https://www.sugarcrm.com

Pipedrive CRM https://www.pipedrive.com

Cloze CRM https://www.cloze.com

 

WHO ARE DAVE AND KELLI?

An Entrepreneur and Intrapreneur duo with street smarts, ‘preneurial’ chops, and a penchant for storytelling.

Dave and Kelli met as teenagers and have a life-long story of their own. They took separate and contrasting career paths, both struggling with challenges and celebrating their career successes differently. 

Over the years, they noticed similarities in their stories about their work, the people they interacted with, and how business was conducted. Kelli, who “worked for the man like a dog for decades,” and Dave, who “started or ran businesses all of his life,” quickly realized there is substantial value for others in those combined experiences. 

The “My Job Here Is Done” podcast is the result. Ultimately, you’re building a great business or moving up the career ladder of success, and we absolutely know we can help!

HOW TO WORK WITH US

If you like what you hear in the podcast, we have more to share with companies that we work with. 

With the foundation of business experience from Dave and Kelli as a team, in concert with subject matter experts from the rich roster of smart people in our network, we have put these goals, culture themes, and operational processes you hear on the podcast to the test - and they work. 

If you have a complicated problem to solve and believe in the balanced approach that the needs of the business must be aligned with the needs of employees - AND you like to play to win - click here to learn how you can work with us.