December 17, 2021

Throwback: CRM 4

20 minutes

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

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By David Carothers

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