How to Overcome CRM Confusion to Grow Your Business with Jason Kramer

Catalytic Leadership

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Struggling to find the right CRM system? In this episode, discover how to overcome CRM confusion to grow your business with CRM expert Jason Kramer, founder of Cultivize. We delve into the real challenges business owners face, from getting lost in tech jargon and aligning CRM features with business needs, to fearing investments in systems that won't scale.

Jason shares his journey from graphic design to founding a successful CRM consulting business, offering straightforward advice that cuts through the noise. We discuss the critical need to understand your business processes before selecting a CRM, how to avoid costly implementation mistakes, and the leadership mindset essential for a smooth transition.

Packed with actionable strategies and insights, this episode will guide you in choosing the right CRM software, streamlining your operations, and driving sustainable growth. If CRM complexity has you paralyzed, this conversation will empower you to make informed decisions, optimize your business, and lead with confidence.
Connect with Jason Kramer:
Visit afterthelead.com to access his valuable 14-page playbook on nurturing leads and to explore additional resources that can help you leverage your CRM effectively. Don’t miss out on connecting with him on LinkedIn for more insights and support.
Books Mentioned:

• Profit First by Mike Michalowicz
• The Pumpkin Plan by Mike Michalowicz

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บท

1. Introduction to Jason Kramer (00:00:00)

2. Choosing the Right CRM (00:03:05)

3. Efficient CRM Implementation (00:06:33)

4. Cultivize: A White Glove Service Company (00:10:17)

5. Ongoing Support and Coaching (00:13:28)

6. Tools for Effective Lead Nurturing (00:22:05)

7. Collaboration between Marketing and Sales for Successful Lead Nurturing (00:28:01)

8. Staying Ahead in the Industry and Continuous Learning (00:33:13)