On this episode Kevin Ducey, President of Whiteboard CRM, joins Kellen and KT to talk about the value of CRMs. Kevin discusses the mistakes, challenges, and advantages when using a CRM along with how to make any CRM successful for your business.
“Your CRM will be a nice referral machine if you use it right.”
– Kevin Ducey
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What We Learned From This Episode
CRM is about change, but you need to pick a CRM that fits your workflow.
If you are going to have a CRM you have to commit to using it.
You cannot properly or efficiently manage your database on a spreadsheet.
A good CRM can help you improve in three areas; pre-1003, in process communications, and post-funding marketing.
Your CRM will power an ultimate referral machine if you let it.
If you are not viewing your CRM as a cost and not an investment, that is a problem.
Quotes from the episode:
“When you move to a CRM you have to understand that it isn’t going to be easy.”
“If you don’t like the feel of your CRM, you probably won’t use it.”
“Your CRM will be a nice referral machine if you use it right.”
“When relating with a customer you are trying to build trust.”
“Every hour you spend in your CRM will save you tenfold on the backend.”
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