CRMs – Customer Relationships Matter

Welcome to the Parker Web Partner Show, where we provide creative solutions for creative agencies.

This week, the topic of the show is Customer Relationship Management (CRM) systems. These programs are so much more than simple customer contact databases. With the right CRM you can track marketing campaigns, sales processes, invoicing, customer service needs, and more.

00:00 – Introductions and overview.

01:04 – Developers Desk: Connecting your CRM to your website and customization.

03:41 – The Corner Office: When is the right time to look into a CRM system?

07:51 – Roundtable: Today we welcome Lidiane Mocko from CRM Growth Strategy. We spoke about how CRMs work, why they’re so important, some pitfalls to avoid, and what to look for when you’re ready to begin using one. We also share our favorite digital tools and applications.

38:22 – Wrap Up: Reviewing everything we covered today.

If you run any type of creative agency (ad agencies, digital marketing agencies, social media agencies, etc.) we would love to hear from you. What are some of the challenges you see in your world?

Links mentioned in the show:

WordPress - https://wordpress.com/

HubSpot - https://www.hubspot.com/

OptinMonster - https://optinmonster.com/

ActiveCampaign - https://www.activecampaign.com/

Salesforce - https://www.salesforce.com/

Zapier - https://zapier.com/

Clockify - https://clockify.me/

Calendly - https://calendly.com/

Contact information:

Darryl Parker

Parker Web

[e-mail]

https://www.parkerweb.com/

Merrill Loechner

Smith Douglass Associates

[e-mail]

https://smithdouglass.com/

Caleb Parsons

Parker Web

[e-mail]

https://www.parkerweb.com/

Lidiane Mocko

CRM Growth Strategy

[e-mail]

https://crmgrowthstrategy.com/