The Tech Of Business Podcast

067: Demystifying CRMs - Managing Lead and Client Touch Points with Sara Kappler

Informações:

Sinopsis

Today, I’m talking with Sara Kappler of Sara Kappler Consulting. Sara is all about systems and tools to help your business with the back end -- KPI dashboards and CRMs. As a software consultant, she helps business select and implement technology to help them grow. Just as my business has evolved, so has Sara’s -- the pain point she saw over and over was keeping track of where her clients were with new leads and with clients. Sara found an opportunity to delve into CRM software -- CRM is the acronym for Customer Relationship Management -- at last count, Sara knows of over 600 different CRM options! Sara focuses on helping the business and team members have the tools they need to help them be productive and have metrics and insight into the business and sales processes. I brought Sara onto the podcast because my audience has been asking about CRMs and I needed to bring on an expert. According to Sara, any business that has more than 30 customers could benefit from a CRM. It’s businesses that are interacting wi