CRM 5 | Shoptalk Series, Episode #52

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck are joined by David Lefevre, Owner of SalesPWR. They discuss how any CRM begins to take action through marketing automation, workflows, and sequences.

Episode Highlights:

• David Lefevre shares what marketing automation is. (5:01)
• David Carothers mentions who Christian Delozier is. (6:41)
• David Lefevre shares how to take advantage of the data that you have in your CRM. (8:09)
• David Lefevre explains what happens if you don’t have a plan or process on how to communicate. (11:16)
• David Carothers mentions the most significant process in CRM. (12:25)
• What are some of the easy CRM processes that people can do to implement marketing? (19:24)

Tweetable Quotes:

• “If you’ve segmented your audience and planned how you want to communicate with the people in your database, whether they’re clients, prospects, leads, whether they filled out a form or not, whether they live in Cincinnati, or they live in Tampa, Florida, you can automate communication to say what you want, when you want.” – David Lefevre
• “If you don’t have a process or have a plan, you’re not going to find it comfortable. You’ll use pieces here but you got to build up to it.” – David Lefevre
• “Those people on the other end of your communication are able to do things in their own time, without having to have you on the phone or have you in front of them where you’ve got to connect in order for things to happen.” – David Lefevre

Resources Mentioned:

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