Power Producers Podcast

Throwback: CRM 4

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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 continue to discuss all about CRM and why the workers’ comp expiration date is significant.


Episode Highlights:

  • David Lefevre shares what makes CRM work for the business itself. (1:44)
  • David Lefevre mentions one of the things they did in HubSpot. (5:44)
  • How much is too much, for David Lefevre? (8:02)
  • David Lefevre shares why the workers’ comp expiration date is one of the most significant pieces of data. (10:50)
  • David Lefevre explains why you need to capture and utilize what's critical to your business. (12:57)


    • Tweetable Quotes:

    • “What really makes a CRM work is how you look at the information and the views that you have. It's all about lists, views, and being able to ask yourself a question with one click of a button and get an answer.” - David Lefevre
    • “You want to be able to create that product and performance improvement by just being able to click things. Views are the way you do that.” - David Lefevre
    • “You don't want to overwhelm yourself with so much detail that you get lost. It's nice to have information at your fingertips. You always have to judge whether it's a one-off, whether it's nice to have, or whether it's integral to your business process.” - David Lefevre


      • Resources Mentioned:

      • David Lefevre LinkedIn
      • SalesPWR
      • David Carothers LinkedIn
      • Kyle Houck LinkedIn
      • Florida Risk Partners
      • The Extra 2 Minutes
        • ...more
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