CRM 3 | Shoptalk Series, Episode #50

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 what CRM is all about and what kind of customizations an agency principal is looking for.

Episode Highlights:

• David Carothers shares what an agency principal must look at when it comes to CRM systems. (4:25)
• David Lefevre mentions the new name of Infusionsoft. (7:40)
• David Lefevre explains what all of the CRMs have in common. (8:01)
• David Lefevre shares why you must do account based selling. (9:59)
• David Carothers shares where he sees most people fall short. (14:08)
• David Carothers mentions one of the most basic things to do when you’re in a meeting. (16:23)
• David Lefevre mentions a tool that’s utilized in Salesforce. (22:45)

Tweetable Quotes:

• “If you want to make your business fit their technology then that’s great. Realize there may be things that you do that you’re going to have to change simply because their system is not set up to work the way that you work.” – David Lefevre
• “Trying to make sure that you capture as many people as you can in that decision-making circle. Gathering that information making sure that you have those names, contacts, and emails because you may not always be able to get in and talk to the CFO.” – David Lefevre
• “You need to be looking at it as, how am I saving money in terms of hours and labor. Am I able to improve the sales that I make? Instead of closing five new clients last month, am I able to add a client every month on average and basically pay for the software and then some? That’s how you can look at how you’re paying for it.” – David Lefevre

Resources Mentioned:

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