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That time when you’re asked to sell a product and are expected to track it manually without the help of any CRM… (with Paul H. Flowers Jr.)
Today’s guest is Paul H. Flowers Jr., Founder & CEO of Superior Insurance Advisors, who shares a client horror story he’ll never forget.
With a strong background in healthcare, Paul was hired by a company boasting a solid communication strategy to sell their products. Eager to bring value and make an impact, he quickly encountered an unexpected roadblock.
Despite operating in the industry for 30 years, the company had never implemented a proper CRM—the backbone of modern client management. Instead, they relied on SharePoint, Microsoft’s platform for document storage and team collaboration—effective in some contexts but “very old school” compared to today’s dedicated CRM systems.
This made organizing client data a logistical nightmare. But instead of backing down, Paul got creative—using two computers to manually email roughly 500 people in order to make a major event a success.
Tune in to hear how he pulled it off, and the lessons he learned about adapting under pressure.
Morgan Friedman
Paul's Company Website
Paul's LinkedIn
View all episodes
By Beloved by ClientsToday’s guest is Paul H. Flowers Jr., Founder & CEO of Superior Insurance Advisors, who shares a client horror story he’ll never forget.
With a strong background in healthcare, Paul was hired by a company boasting a solid communication strategy to sell their products. Eager to bring value and make an impact, he quickly encountered an unexpected roadblock.
Despite operating in the industry for 30 years, the company had never implemented a proper CRM—the backbone of modern client management. Instead, they relied on SharePoint, Microsoft’s platform for document storage and team collaboration—effective in some contexts but “very old school” compared to today’s dedicated CRM systems.
This made organizing client data a logistical nightmare. But instead of backing down, Paul got creative—using two computers to manually email roughly 500 people in order to make a major event a success.
Tune in to hear how he pulled it off, and the lessons he learned about adapting under pressure.
Morgan Friedman
Paul's Company Website
Paul's LinkedIn