CRM 4 | Shoptalk Series, Episode #51

In this 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