Automation is amazing. When it works.  But the promise of simplifying our days can quickly be lost in the complications of multiple systems. Carlos Garcia is a sales workflow and process consultant with a long background in business banking.    We talk about a lot of the pitfalls when trying to implement technology and automation in your business, and how to get the most out of it with things like:  - Automating outreach within the sales process - Nurturing cold leads into warm ones - "Training" your technology systems to get the most out of them - Breaking down silos between departments - Identifying problems with checkpoints before trying to automate solutions - Understanding and attributing sources of leads  - Identifying issues with intake, and other bottlenecks in your business that limit growth    Connect with Carlos here: https://www.linkedin.com/in/exceedsales/ Send an email to [email protected]  Visit his website: www.exceedsalestraining.com  Check out his Social Media Channels Facebook @ExceedSales Instagram @exceedsales  If you'd like a free trial of the technology systems Carlos recommends, try those here:  TaxDome 14 day free trial - All-in-one platform for CPAs, bookkeepers, and accounting firms. Great for CRM, workflow management, document storage, among other easy-to-use functions. Try it for 14 days free, no credit card required. - https://taxdome.com/?fpr=carlos39 Pipedrive CRM 30 day free trial - All-in-one sales platform for growing revenue. The first CRM was designed by salespeople, for salespeople. Do more to grow your business. Try it for 30 days free, no credit card required! https://pipedrive.grsm.io/gsdbozt53zqp #clientcultivation #cultivatethesale #pollinatorpodcast #sales #marketing #strategy #clientcultivationcycle