014 - The CRM Deep-Dive Mastermind

02/09/19 • 90 min

On this episode of Analysis Paralysis, I was invited to The Marketing Automation Discussion podcast for a CRM mastermind with host Alex Glenn, and CRM experts Scott Gellatly and Mark Colgan.

In this episode, we discuss:

What to look out for when considering ‘Free’ versions of a CRM
CRM Strategy - when and how to consider CRM in your stack
The necessary considerations around CRM-triggered automation
How to set up your CRM for success
Pricing for the two main CRMs we will highlight
And the business models of each of these CRMs so you know which will be best for your business long-term

If you aren’t able to take notes - we have you covered - the full episode can be found in text format via the link below:

https://automated.af/automated-sales-and-marketing-processes/the-holy-st-smb-crm-deep-dive-mastermind/

Links from the show:

Copper (CRM Software)
LinkedIn (Alex Glenn - Host)
LinkedIn (Scott Gellatly - Expert)
LinkedIn (Mark Colgan - Expert)
LinkedIn (Alex Bass - Expert)

On this episode of Analysis Paralysis, I was invited to The Marketing Automation Discussion podcast for a CRM mastermind with host Alex Glenn, and CRM experts Scott Gellatly and Mark Colgan.

In this episode, we discuss:

What to look out for when considering ‘Free’ versions of a CRM
CRM Strategy - when and how to consider CRM in your stack
The necessary considerations around CRM-triggered automation
How to set up your CRM for success
Pricing for the two main CRMs we will highlight
And the business models of each of these CRMs so you know which will be best for your business long-term

If you aren’t able to take notes - we have you covered - the full episode can be found in text format via the link below:

https://automated.af/automated-sales-and-marketing-processes/the-holy-st-smb-crm-deep-dive-mastermind/

Links from the show:

Copper (CRM Software)
LinkedIn (Alex Glenn - Host)
LinkedIn (Scott Gellatly - Expert)
LinkedIn (Mark Colgan - Expert)
LinkedIn (Alex Bass - Expert)

Previous Episode

013 - Automate Your Business Using Zapier with Nathan Lee

In today’s episode of Analysis Paralysis, I'm talking with Nathan Lee, not related to the prior episode guest, Jon Lee. Nathan is an up and coming podcaster that loves automation and is working on a new podcast series built around Zapier and automation.

We discuss why Zapier is such a great tool for those looking to get into automation for their business. If you are unfamiliar with Zapier or looking to get more involved with automation, this is a great episode for you!

Next Episode

015 - Coworking & Startups w/ Chirag Gupta

Today I'm here with Chirag Gupta who runs a coworking space calls NoD Coworking. He developed the space to be an area that people could come together to network and pool their resources, stemming from a passion for helping others. Having always liked the idea of starting an accelerator/incubator, I had some questions around the business model and how difficult it is to get a space started and self-sustaining.

In this episode, we discuss:

How important documenting your process is when getting started with a new venture
What the day-to-day looks like running a coworking space
How you can leverage a coworking space to help propel your startup forward
And much more!

Links from the show: