🎙In this episode of Systemize Your Success, I sit down with Jeff Tilley from muncly.com. He helps people to implement CRMs for sales and customer service and is a true expert in his field. 

If you’re thinking about using a CRM or wondering what else you should be doing with your CRM, then listen to this episode before you invest and avoid making the common mistakes Jeff outlines.

We also discuss AI, how it's affecting the workforce, the myths, the hype, the scaremongering and what we're seeing day to day on the work floor. 

KEY TAKEAWAYS 

💡Strategic Planning Precedes Automation: Before adopting digital tools, clarify what you want to achieve. A thoughtful plan rooted in your business goals helps prevent wasted time and buying systems you don´t need yet.

💡A CRM Won´t Automatically Solve Problems: A CRM is a smart, centralised contact and communication hub that helps your business manage and nurture customer relationships at scale - but it’s only valuable if you have the right processes and people to use it.

💡Don’t Overlook Simple, Effective Tools: Sometimes the best productivity systems are low-tech, e.g., notebooks and voice recorders are powerful for capturing ideas, reflection, and organising your work.

BEST MOMENTS 

10:19 - 💬 “You have to invest your time to educate yourself. And you can save a bit of your time by hiring somebody like me.” — Jeff Tilley

20:04 - 💬 “There are many good apps out there …. picking them for the right reasons, with a very clear intention and plan of what you hope to get out of it, that is more important than the actual app itself.” — Steve Day

46:03 - 💬 “I use a CRM because it has lots of these other apps which I was already using, and it allowed me to consolidate them into a single platform.” — Steve Day

TIMESTAMPED OVERVIEW

07:04 Planning is essential when introducing tech

17:55 The challenges of implementing CRMs and tech

20:02 Debate about the role of AI

42:30 When to use a CRM

53:03 Defining success

LINKS TO CONNECT WITH THE GUEST

Website: ⁠https://muncly.com/

LinkedIn: https://www.linkedin.com/in/jtihonov/

YouTube: https://www.youtube.com/@tilley_live/

ABOUT THE GUEST

Jeff is the Founder and CEO of Muncly, described as a boutique Salesforce consultancy helping small and medium-sized businesses streamline their processes through tailored CRM and automation solutions.

Jeff combines sales, tech, and systems-thinking to offer clients structured workflows, process documentation, and efficiently implemented technology—precisely the kind of systems-driven delegation mindset your audience appreciates.

LINKS TO CONNECT WITH THE HOST

Podcast: https://www.systemizeyoursuccess.com

Website: https://systemsandoutsourcing.com/

Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

Instagram: https://instagram.com/systems_and_outsourcing/

YouTube: https://youtube.com/@drsteveday42

TikTok: https://www.tiktok.com/@drsteveday42

ABOUT THE HOST

Steve moved to Sweden in 2015 and transformed how he ran his businesses—switching to a fully remote model. A former NHS doctor, with a background in computing and property investing, he now helps overwhelmed business owners systemise and outsource effectively. Through his courses and coaching, Steve teaches how to automate operations and work with affordable virtual assistants, freeing up time and increasing profits. He runs his UK-based businesses remotely with support from a team of UK and Filipino VAs, and is passionate about helping others build scalable, stress-free companies using smart systems and virtual support.

This Podcast has been brought to you by Disruptive Media https://disruptivemedia.co.uk/