Podcasts by Clues for the Clueless CRM Marketer

How a Sales Team Can Use Email Marketing to Follow-up with Leads from 2018-10-26T07:01

Email marketing and CRM go hand-in-hand. This episode talks about the way your sales team can use email marketing to their advantage.

Day 3 CRM: Creating Opportunities from 2018-10-25T07:01

It's important to know if your sales and marketing funnels are producing as they should or where you can improve upon. That's the benefit of creating opportunities in your CRM. Track what is/isn...

CRM Takeaways from the LA Small Business Expo - Part 4 from 2018-10-24T07:01

Paul continues to share his takeaways from the LA Small Business Expo. This time, he talks about the CRM user profile "The Startup."

CRM Takeaways from the LA Small Business Expo - Part 3 from 2018-10-23T07:01

Paul shares his takeaways from the LA Small Business Expo. In this episode, he talks about one woman he coined "The Techie."

CRM Takeaways from the LA Small Business Expo - Part 2 from 2018-10-22T07:01

Andy and Paul continue their chat about the LA Small Business Expo. Paul talks about the different types of people interested in CRM. Today's episode focuses on "The Conflater."

CRM Takeaways from the LA Small Business Expo - Part 1 from 2018-10-19T07:01

Paul Rijnders joined the team at the Benchmark booth at the LA Small Business Expo. So, I chatted him up to find out what his takeaways were from the day.

CRM Day 2: Follow-up on Activities from 2018-10-18T07:01

If you go through the work to set up the follow-ups in your CRM, they will be triggered as new records are added to your CRM. Then, your workflows will be operating as you need from the beginnin...

CRM Day 2: Setting Up Views from 2018-10-17T07:01

When it comes to CRM, it's all about the setup. Once you get that done, you can let your work flow through it. On day two of having a CRM, you should set up views for yourself to organize the da...

CRM Day 1: Import Data via Forms from 2018-10-15T07:01

Let your customers and prospects to the work for you! By creating forms and placing them in places where you need to gather data, you can have your customers and leads import their data themselv...

CRM Day 1: Import Data via API and Integrations from 2018-10-12T07:01

It doesn't always require a CSV to import data into your CRM. In this episode, Paul discusses how to do it via API with integrations.

CRM Day 1: Import Records from 2018-10-11T07:01

Now that you're prepared, it's time to start getting that data into your CRM. Paul walks you through that process with expertise.

CRM Day 1: Prepare Your CSV from 2018-10-10T07:01

Like we said in the last episode, there is some preparation that needs to be done with any CRM. In this episode, we talk about how to get the file all your data is on in order before you upload ...

CRM Day 1: Permissions&Privacy from 2018-10-09T07:01

There's some preparation that must take place before you start using your CRM. One of those things is setting the permissions and privacy rules within your CRM so that you know who in your compa...

CRM Glossary: Email Authentication from 2018-10-08T07:01

This episode wraps up our CRM Glossary! It's all about verifying the sender of any email communications from your business. It helps combat phishing scams and other favorite tactics of spammers....

CRM Glossary: Engagements from 2018-10-05T07:01

There are no rings involved in this type of engagements. That is unless it's in reference to a customer clicking to call you from a link in an email campaign. That's the engagement we mean when ...

CRM Glossary: Data Validation from 2018-10-04T07:01

You know when you're completing the purchase process online and you click "Purchase," but then it refreshes the screen and some disapproved red text tells you that you missed some key informatio...

CRM Glossary: Audit Logs from 2018-10-03T07:01

This is another one of those things that sounds like you'd know what it is, and you're probably right, but that it helps to get in context of CRM. Paul breaks it down and makes it easy to unders...

CRM Glossary: Forecasts from 2018-10-02T07:01

Forecasts let you predict outcomes with your CRM. They're also apparently dad joke fuel for Andy and Paul.

CRM Glossary: Map Fields from 2018-10-01T07:01

This is how you keep your data consistent when importing it from multiple sources. One tool might refer to one data field as one thing and you might call it something else internally. You can ma...

CRM Glossary: Password Policies from 2018-09-28T07:01

You probably already know this one, but it's important to know for the protection of your data. It's when you have to have a set amount of characters, numbers and special characters, and maybe e...

CRM Glossary: Deleting&Recycle Bin from 2018-09-27T07:01

Sometimes to keep things organized in our CRM, it means saying goodbye to old or irrelevant data. That's where deleting and the recycle bin come into play. Just make sure you know what all that ...

CRM Glossary: Self-Service Help from 2018-09-26T07:01

Sometimes, you don't want to have to talk to someone. Even when you need some help. So, CRM and other SaaS products create a self-service help center and resources to let you solve your own prob...

CRM Glossary: WYSIWYG from 2018-09-25T07:01

Paul may have invented a new way to potty train his twins, but that's not really what WYSIWYG is all about. It stands for "What You See Is What You Get." Listen to learn how it pertains to CRM.

CRM Glossary: Web to Lead, Web to Contact, Web to Ticket from 2018-09-24T15:52:07

Sorry to disappoint, but all this web talk and it's not about Spiderman. Find out what it means in relation to CRM!

CRM Glossary: APIs from 2018-09-21T07:01

Have you ever thought to yourself, "wouldn't it be cool if I could connect this tool with that one?" With APIs, you can. Not that big of a nerd (like us)? Well, you'll still want to make all you...

CRM Glossary: Layouts from 2018-09-20T07:01

Your layout is all about speed and efficiency. Lean ideals to the max. A layout makes navigation of your CRM easy, with everything you need right in front of you.

CRM Glossary: Fields from 2018-09-19T07:01

Fields are simply what you can the places you enter each piece of data into. You can have a little or a lot and customize them as you wish.

CRM Glossary: Objects and Parent/Child Relationships from 2018-09-18T07:01

This sounds a lot more dramatic than it actually is: In CRM, it's important to know that if you delete a parent (which is the umbrella all child objects live under), all the child objects are de...

CRM Glossary: Assignment Rules from 2018-09-17T14:20:17

Assignments and rules may not have been your favorite thing when you were in school, but they're important for CRM. Listen and find out why! 

CRM Glossary: Home from 2018-09-14T20:20:27

While Paul and I try not to break out into song this episode (you're welcome), we talk about what "home" means in the context of your CRM. It's all about efficiency and speed. Lean, for those of...

CRM Glossary: Module from 2018-09-13T07:01

Each moving piece in the CRM is a module. Any section of your CRM dashboard that you're working on is a module. Each module is a piece of the overall CRM puzzle.

CRM Glossary: Vendors from 2018-09-12T07:01

There's the people you do business with who are your customers and then there are the people who help you do business. You may, in fact, be their customer. These are vendors and they're another ...

CRM Glossary: Active vs. Inactive Users from 2018-09-11T07:01

Sometimes, these words are as obvious as they sound. This is simply who is or isn't using your CRM. Listen to find out why it's important to be able to identify both groups.

CRM Glossary: CRM Admin from 2018-09-10T18:39:31

When you have multiple users in an account, it could cause some acess issues, data privacy issues or something else. With CRM Admin , you an set who has access to what within your CRM account. Y...

CRM Glossary: Templates from 2018-09-07T07:01

Templates help you get started, without having to start from scratch. They're the head start you might want or feel like you need with CRM.

CRM Glossary: Macros from 2018-09-06T07:01

You can increase the efficiency and consistency thanks to Macros. If there is a step that is repeated often in your CRM, you can create a macro to handle it.

CRM Glossary: Knowledge Base from 2018-09-05T14:39:52

It's possible to have a customer support representative who has been with your company for two weeks have the same information as someone who has been with your business for ten years. At least ...

CRM Glossary: Cases&Tickets from 2018-09-04T19:00

A large part of any customer relationship is the support your business provides them. That's why having a system of cases and tickets in your CRM is important. Listen to find out what that means...

CRM Glossary: Campaigns from 2018-08-31T15:31:03

You may be sick of the word campaigns with midterm elections right around the corner, but that's not the type of campaigns we're talking about. Find out what campaigns means when it comes to you...

CRM Glossary: Accounts from 2018-08-30T16:46:36

Listen and hear our "account" of what account means for CRM. It's just one more step in our efforts to tear down any jargon-y barriers that might make you feel clueless about CRM.

CRM Glossary: Prospects from 2018-08-29T17:58:38

Did you know there's a step that comes before a lead? There is! Those people are referred to as prospects. Learn how it fits into CRM with this episode.

CRM Glossary: Lead Records from 2018-08-28T15:11:50

Understanding who you're trying to sell to could mean the difference between making a sale and not. That's why it's imperative to track as much information as possible on your prospects.

CRM Glossary: Contact Record from 2018-08-27T19:00

Back in the day, the information you had on a client or organization might be a file in a filing cabinet. Today, it's a contact record in your CRM.

CRM Glossary: Activities - Tasks, Events&Calls from 2018-08-24T07:01

You can track activities within your CRM. This includes tasks, events and calls. Running all of this through your CRM allows you to have a complete overview of what your team is working on.

CRM Glossary: Automation from 2018-08-23T15:40:19

Remember the RONCO oven? It's infomercial bragged that you can "set it and forget it." That's the advantage of automation with CRM. You can set up actions to occur when they're triggered, saving...

CRM Glossary: Opportunities from 2018-08-22T15:27:18

Opportunities, deals or leads, whatever you choose to call them, means there is money to be made. The ability to easily track them in your CRM will be massive for your sales team.

CRM Glossary: Sales Pipeline or Funnel from 2018-08-21T19:00

Understanding your sales pipeline or funnel is imperative for any business. Knowing how it connects into your CRM is even more valuable. Thankfully, we've got Paul to explain it to all of us.

CRM Glossary: Buyer Persona from 2018-08-20T15:09:17

Sure, you may have already identified who your core customer is, but have you ever considered that they're not all exactly alike? You may solve a problem for your customers, but they may have di...

CRM Glossary: Customer Lifecycle or Journey from 2018-08-17T13:53:38

Selling to a customer one time is good. Repeat business is great. When you can use your CRM to monitor the customer lifecycle or journey, you can connect and sell to them at the right moment.

CRM Glossary: Segmentation from 2018-08-16T17:37:35

We continue defining our jargon-y words in the CRM Glossary with a focus today on Segmentation. Learn how to sort the data in your CRM with effective segmentation. 

CRM Glossary: Big Data from 2018-08-15T14:39:53

When it comes to data, does size matter? Listen and learn all about big data to find out.

CRM Glossary: Data-Driven from 2018-08-14T13:27:22

Gone is the gut check. In it's place is data-driven operations. Find out what that means as we continue our way through the CRM Glossary.

CRM Glossary: Conversion from 2018-08-13T17:08:03

In this next group of episodes, we're going to be defining many terms related to CRM. This will help remove any jargon barriers that may stand in the way of you feeling comfortable with CRM. Thi...

CRM: Mass Data Transfers from 2018-08-10T07:01

As we've said, there is a lot of data involved with a CRM. When you're feeling clueless, that amount of data can sometimes feel overwhelming. So, in this episode we talk about how to manage all ...

CRM: Tags from 2018-08-09T20:49

We continuing clueing you into CRM with a conversation about Tags. There's a lot you can do to get the most out of the data you input to your CRM and Tags play a big role in that. If you want to...

CRM: "Chatty" Information from 2018-08-08T15:20:29

CRM allows you to give your customers a personalized touch. One of the ways you can do this is by compiling the "chatty" information you have on your customers and leads. It helps you know about...

CRM: Structured Data from 2018-08-07T15:54:08

In this episode, we define structured data and talk about what it means in relation to CRM. It's important to understand the type of data stored in your CRM, in order to know what you can accomp...

CRM vs. Spreadsheets from 2018-08-06T15:20:49

In this episode, we tell you why it's time to get off of your spreadsheets and into a CRM. Paul breaks it down on the advantages of using a CRM over spreadsheets and why your business will benef...

The Customer Support Side of CRM from 2018-08-03T15:25:30

CRM can be a lot of things for a lot of people in your company. This episode focuses on the customer support side of things. Because after all, an important part of fostering strong relationship...

The Sales Side of CRM from 2018-08-02T15:06:17

In this episode, we discuss the sales aspect of CRM. We cover tracking opportunities and the way it's done with CRM.

CRM Interactions and Touchpoints from 2018-08-01T18:02:40

We discuss who in your company can and should be using CRM and the touchpoints with your customers and prospects where they might be interacting with your CRM or you may be collecting data for i...

What is CRM? from 2018-07-31T16:27:37

In the first episode of Clues for the Clueless CRM Marketer, we introduced the podcast and then went on a long tangent that confirmed what all of us here at Benchmark already knew: Paul can talk...

Introducing Clues for the Clueless CRM Marketer from 2018-07-27T20:30:26

Welcome to Clues for the Clueless CRM Marketer! Customer Relationship Management (CRM) is a must for a business of any size. There's also no one right way to do CRM.

In this podc...