Power Producers Podcast

Throwback: CRM 1

Listen Later

In this throwback episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck are joined by David Lefevre, Owner of SalesPWR. They discuss what CRM is all about and why people should utilize it.


Episode Highlights:

  • David Lefevre explains what a CRM is. (3:59)
  • David Carothers shares how CRM has changed. (5:31)
  • David Lefevre shares why marketing is one aspect of communication. (6:38)
  • David Lefevre mentions what they’re doing at Florida Risk. (7:43)
  • David Carothers mentions the problem with AMS and CRM. (8:54)
  • David Carothers shares which CRM people should use. (11:27)
  • David Lefevre shares why people should utilize CRM. (16:26)


    • Tweetable Quotes:

    • “The more clients you have, the more you're going to forget. We all know that customer service is king. Meaning, staying on top of your customers and knowing ahead of time what their needs are.” - David Lefevre
    • “Marketing is one aspect of communication. Agency management systems are designed around doing business for an agency. They're not intended to be marketing communication tools.” - David Lefevre
    • “If you don't put good information in, you can't get good information out of it. The whole reason you have this is to get good information out.” - David Lefevre


      • Resources Mentioned:

      • David Lefevre LinkedIn
      • SalesPWR
      • David Carothers LinkedIn
      • Kyle Houck LinkedIn
      • Florida Risk Partners
      • The Extra 2 Minutes
        • ...more
        View all episodesView all episodes
        Download on the App Store
        Power Producers PodcastBy David Carothers
        • 4.9
        • 4.9
        • 4.9
        • 4.9
        • 4.9

        4.9

        116 ratings

        More shows like Power Producers Podcast

        View all
        Planet Money by NPR

        Planet Money

        30,609 Listeners

        Agency Intelligence: The Insurance Podcast Network by Agency Intelligence

        Agency Intelligence: The Insurance Podcast Network

        50 Listeners

        Ramsey Everyday Millionaires by Ramsey Network

        Ramsey Everyday Millionaires

        3,680 Listeners

        The Daily by The New York Times

        The Daily

        113,121 Listeners

        Up First from NPR by NPR

        Up First from NPR

        56,944 Listeners

        The Game with Alex Hormozi by Alex Hormozi

        The Game with Alex Hormozi

        4,471 Listeners

        32 Thoughts: The Podcast by Sportsnet

        32 Thoughts: The Podcast

        1,956 Listeners

        The Insurance Guys Podcast by Scott Howell & Bradley Flowers

        The Insurance Guys Podcast

        207 Listeners

        The Insurance Dudes© by The Insurance Dudes: Craig Pretzinger and Jason Feltman

        The Insurance Dudes©

        172 Listeners

        Accelerate Your Insurance Sales Podcast by Andy Neary

        Accelerate Your Insurance Sales Podcast

        46 Listeners

        The Max Revenue Show by Max Revenue

        The Max Revenue Show

        20 Listeners