Vicky invites Rob Drummond to demystify what this whole CRM (Customer Relationship Management) business is about. What CRM should you get and why? Rob is a big fan of Infusionsoft, but he understands quite well how quickly you can get distracted by the ‘extensiveness’ of it. Before you get involved with a CRM system, listen to this episode!

 

Key Takeaways:

[1:20] Who is Rob Drummond?

[3:05] What is a CRM system?

[5:45] Why are CRM systems useful?

[7:55] Rob talks about Infusionsoft and why he likes it as a CRM system.

[12:35] When people first get into Infusionsoft, they end up getting too distracted by the marketing automation stuff.

[13:15] How can people simplify and not get distracted by the ‘shiny’ things?

[16:25] How can someone get involved with a CRM system without shelling out a lot of cash?

[19:40] If you’re going to invest in something like this, really invest in it and use it! Don’t let it become a monthly payment monster.

[22:55] Before you invest in a CRM system, really sit down and write down what you’d like to achieve with it.

[25:55] You can really go into a deep rabbit hole with CRM systems, so really take the time to learn what you’re getting into.

[30:20] Feel free to get in touch with Rob if you’d like to learn more about CRM systems!

 

Mentioned in This Episode:

Businessforsuperheroes.com

Businessforsuperheroes.com/inner-circle

Businessforsuperheroes.com/borrow-my-brain

Infusionsoft.com

Confusionclinic.com

Confusionclinic.com/books