March 5, 2025 • 44 mins
In this episode of the Disciplined Troublemakers podcast, host Scott Shagory speaks with Roberto Penacastro Ortega, founder and CEO of LeadSales. Since its inception in 2020, LeadSales has provided a CRM and conversational commerce platform that assists small and medium-sized businesses in Latin America with lead management and generation through social media. Roberto discusses the challenges and opportunities of scaling SaaS companies in the region, the role of conversational commerce, and his vision to position LeadSales as one of Mexico's leading tech firms. Explore the future of lead generation and the impact of conversational commerce on business growth.
Quotes:
"Transitioning to exponential growth is achievable with less effort and stress."- Scott Shagory
"With millions of daily messages, we have the data to harness AI effectively."- Roberto Penacastro Ortega
Chapters:
00:00 - Introduction
01:30 - Future of Conversational Commerce
03:40 - Mobile-Only Challenges in CRM Markets
07:55 - Asynchronous vs. Real-Time Communication
12:19 - From Family Business to Tech Startup
16:53 - Rapid Startup Growth Strategy
20:35 - "Keys to Successful Team Dynamics"
21:52 - "Scaling Tech CEOs with Strategy"
25:59 - Unlocking Global Potential for SMBs
27:54 - Unlocking Implicit Genius
31:26 - Leadership Handoff Challenges and Opportunities
35:15 - Navigating Challenges and Transformative Moments
39:23 - Startup Challenges Outside the US
42:41 - LinkedIn's Global Connectivity Benefits
44:39 - Outro
Featured in this Episode:
Roberto (Roby) Penacastro Ortega is the founder and CEO of LeadSales. Founded in 2020, LeadSales is a CRM platform that helps businesses generate and manage leads. Their focus is helping small and medium businesses in LATAM manage all their potential sales via social media channels by centralizing leads into column chats.
Connect with Roby:
LinkedIn
Website
Connect with the Host: Scott Shagory
Website
LinkedIn
Email: scott@purplefinchgroup.com
Sponsor: Purple Finch Group
Call to Action: Visithttps://leadsales.io/en/
Powered by: Heartcast Media
Quotes:
"Transitioning to exponential growth is achievable with less effort and stress."- Scott Shagory
"With millions of daily messages, we have the data to harness AI effectively."- Roberto Penacastro Ortega
Chapters:
00:00 - Introduction
01:30 - Future of Conversational Commerce
03:40 - Mobile-Only Challenges in CRM Markets
07:55 - Asynchronous vs. Real-Time Communication
12:19 - From Family Business to Tech Startup
16:53 - Rapid Startup Growth Strategy
20:35 - "Keys to Successful Team Dynamics"
21:52 - "Scaling Tech CEOs with Strategy"
25:59 - Unlocking Global Potential for SMBs
27:54 - Unlocking Implicit Genius
31:26 - Leadership Handoff Challenges and Opportunities
35:15 - Navigating Challenges and Transformative Moments
39:23 - Startup Challenges Outside the US
42:41 - LinkedIn's Global Connectivity Benefits
44:39 - Outro
Featured in this Episode:
Roberto (Roby) Penacastro Ortega is the founder and CEO of LeadSales. Founded in 2020, LeadSales is a CRM platform that helps businesses generate and manage leads. Their focus is helping small and medium businesses in LATAM manage all their potential sales via social media channels by centralizing leads into column chats.
Connect with Roby:
Website
Connect with the Host: Scott Shagory
Website
Email: scott@purplefinchgroup.com
Sponsor: Purple Finch Group
Call to Action: Visithttps://leadsales.io/en/
Powered by: Heartcast Media
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