The Productivity Show

CRM Power Tips w/ Amy Payne – Productivity Consultant and Professional Organizer (TPS329)


Listen Later

If you deal with people in your business (and who doesn’t?), a key tool is a Customer Relationship Management system or CRM. Not having one can hold you back, and if you implement the right one the right way, it can help take your business to the next level.

In this episode, I talk to Amy Payne, a Certified Professional Organizer, Productivity Consultant, and founder of Lasting Order. Amy and her team help individuals and small businesses in all sorts of ways, but today we mainly focus on how she helps small businesses choose, implement, and use CRMs. It’s a topic we get questions on all the time.

Of course, since she does run a Professional Organizer company, I also ask her for her top tips on organizing a productive workspace. I couldn’t help myself.

Thanks to Indeed for supporting The Productivity Show. Indeed is offering our listeners a $75 credit at Indeed.com/tps.

Cheat Sheet:
  • The top 3 productivity resources for this week [3:58]
  • Where Brooks and Amy met and how she transitioned from a home organizer to productivity consultant [6:22]
  • What a CRM is good for and why Amy believes it is essential for any small business [12:05]
  • Amy’s sales pitch for what a CRM can do that your homebrew system can’t, and how to know which system is the right one for you [17:14]
  • The most common mistakes that people make when choosing a CRM [21:38]
  • What signs show Amy that she and her client have found the right CRM for the job and not something that is just good enough [24:46]
  • Amy’s favorite CRM systems and who they work best for [29:30]
  • How to have a successful migration from one CRM to another [33:05]
  • What Amy recommends for having a functional and effective work-from-home environment [37:14]
  • Amy’s most important killer productivity tip [40:40]
  • Links:
    • Indeed
    • Atomic Habits by James Clear
    • The Ultimate Guide to The Pomodoro Technique
    • GoodNotes
    • Atomic Habits: 4 Laws for Changing Your Identity & Living the Life You Want w/ James Clear (TPS217)
    • Insightly
    • 17 Hats
    • Connect with Amy Payne
      • LastingOrder.net
      • Email
      • See The Lasting Ordermobile on Instagram
      • If you enjoyed this episode, subscribe to the podcast on iTunes, Stitcher, Overcast, PocketCast or your favorite podcast player. It’s easy, you’ll get new episodes automatically, and it also helps the show gain exposure. You can also leave a review! Here’s how.

        If you enjoyed this episode, follow the podcast on Apple Podcasts, Spotify, Stitcher, Overcast, Pocket Casts or your favorite podcast player. It’s easy, you’ll get new episodes automatically, and it also helps the show. You can also leave a review!

        ...more
        View all episodesView all episodes
        Download on the App Store

        The Productivity ShowBy Asian Efficiency

        • 4.6
        • 4.6
        • 4.6
        • 4.6
        • 4.6

        4.6

        487 ratings


        More shows like The Productivity Show

        View all
        Modern Mentor by QuickAndDirtyTips.com

        Modern Mentor

        692 Listeners

        Coaching for Leaders by Dave Stachowiak

        Coaching for Leaders

        1,459 Listeners

        Beyond the To-Do List - Productivity for Work and Life by Erik Fisher

        Beyond the To-Do List - Productivity for Work and Life

        844 Listeners

        The 5 AM Miracle: Healthy Productivity for High Achievers by Jeff Sanders

        The 5 AM Miracle: Healthy Productivity for High Achievers

        732 Listeners

        Achieve Your Goals with Hal Elrod by Hal Elrod

        Achieve Your Goals with Hal Elrod

        1,330 Listeners

        Organize 365 Podcast by Lisa Woodruff

        Organize 365 Podcast

        1,310 Listeners

        Getting Things Done by GTD®

        Getting Things Done

        459 Listeners

        How to Be Awesome at Your Job by How to be Awesome at Your Job

        How to Be Awesome at Your Job

        1,033 Listeners

        The ONE Thing by Keller Podcast Network

        The ONE Thing

        1,119 Listeners

        This Organized Life: Decluttering Tips for Moms, Entrepreneurs and Professional Organizers by Laurie Palau

        This Organized Life: Decluttering Tips for Moms, Entrepreneurs and Professional Organizers

        283 Listeners

        The Modern Manager by Mamie Kanfer Stewart

        The Modern Manager

        183 Listeners

        It's About Time | Time Management & Productivity for Work Life & Balance by Anna Dearmon Kornick

        It's About Time | Time Management & Productivity for Work Life & Balance

        230 Listeners

        SYSTEMIZE YOUR LIFE | Overwhelmed, Organized, Routines, Schedules, Time Management, Time Blocking, Business Systems, Online Business, Work-From-Home, SAHM by Chelsi Jo

        SYSTEMIZE YOUR LIFE | Overwhelmed, Organized, Routines, Schedules, Time Management, Time Blocking, Business Systems, Online Business, Work-From-Home, SAHM

        671 Listeners

        Deep Questions with Cal Newport by Cal Newport

        Deep Questions with Cal Newport

        1,301 Listeners

        Best Laid Plans by Sarah Hart-Unger

        Best Laid Plans

        785 Listeners