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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 to utilize your CRM for service functions in the agency.

Episode Highlights:

  • David Lefevre mentions that HubSpot comes with a generic CRM. (1:40)
  • David Carothers mentions what he likes about the way the service piece is done. (3:12)
  • David Lefevre shares some of the ways to utilize CRM from a service aspect. (6:51)
  • David Lefevre mentions why it’s significant to have a certificate of insurance. (7:32)
  • David Lefevre shares how to utilize chatbots. (9:30)

Tweetable Quotes:

  • “We want to drive client experience. We want people to realize that we do business differently.” – David Carothers
  • “You just got to think it through completely before you make that switch. If you think it through and it makes sense to do it, act on the endeavor to persevere and make it happen.” – David Lefevre
  • “I’m more than willing to spend a few minutes just throwing out ideas and sharing what I think might be a good route to go.” – David Lefevre

Resources Mentioned:

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