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

darryl@parkerweb.com

https://www.parkerweb.com/

Merrill Loechner

Smith Douglass Associates

mll@smithdouglass.com

https://smithdouglass.com/

Caleb Parsons

Parker Web

caleb@parkerweb.com

https://www.parkerweb.com/

Lidiane Mocko

CRM Growth Strategy

lidiane.mocko@crmgrowthstrategy.com

https://crmgrowthstrategy.com/