Boost Your Business with CRM and Automation: Save Time, Enhance Customer Experience, and Grow Your Brand

Diaries of Badass Bosses is hosted by Penny Joyner-Platt (⁠the-plattform.com⁠) and Tigz Rice (⁠tigzrice.com⁠).

Produced by Connor Wells (⁠connorwells.com⁠).

Welcome to Diaries of Badass Bosses, the podcast series that explores the journeys of entrepreneurs and businesses who have made waves in their industries.

In this series, we'll dive into the stories of people who have overcome obstacles, taken risks, and blazed their own trails to success. From start-ups to established companies, we'll hear from founders who have built their businesses from the ground up, and from CEOs who have taken the reins and transformed their organisations.

In this episode, we discuss the importance of CRM systems and automation in business. We share their experiences with different CRM platforms and highlight the benefits of using them to track customer journeys, improve client experience, and automate tasks. We also touch on the significance of email marketing and sales funnels in growing a business. We emphasize the need for investing in automation and getting help with CRM setup to save time and enhance business efficiency.

Key Takeaways:

- Investing in a CRM system can save time and automate business processes.

- CRM systems help track customer journeys and improve client experience.

- Different types of CRMs are available, catering to various business sizes and needs.

- Getting help with CRM setup can make the process easier and more efficient.

- Automation, including email marketing and sales funnels, can help expand a business and improve customer engagement.

Chapter Breakdowns:

00:00 Introduction and Training Mode

00:55 Investing in CRM Systems

03:13 Understanding CRM and Its Benefits

04:28 Different Types of CRMs

05:27 Getting Help with CRM Setup

06:44 Automating Business Processes

07:11 Email Marketing and Automation

10:08 Improving Client Experience

11:52 Using CRM for Reporting and Task Management

13:58 Expanding Business with Sales Funnels

15:21 Investing in Automation for Future Success

16:35 Conclusion and Call for Recommendations

You can also find us on Instagram ⁠@diariesofbadassbosses⁠, Facebook at ‘⁠DOBB Podcast⁠’ and LinkedIn at ‘⁠Diaries Of Badass Bosses⁠’.

Subscribe to our podcast on ⁠Spotify⁠/⁠YouTube⁠/⁠Apple Podcasts⁠ and all other audio streaming platforms for new episodes on Wednesdays.

Contact us:

Penny Joyner-Platt – ⁠penny@the-plattform.com⁠ Insta: ⁠@the.plattform⁠ Facebook: ⁠The.Plattform⁠ LinkedIn: ⁠Penny Joyner-Platt⁠

Tigz Rice – ⁠bookings@tigzrice.com⁠ Insta: ⁠@tigzrice.branding⁠ ⁠@tigzrice⁠ Facebook: ⁠Branding By Tigz Rice⁠, ⁠Boudoir By Tigz Rice⁠ LinkedIn: ⁠Tigz Rice⁠

Connor Wells – ⁠connorwells@connorwells.com⁠ Insta: ⁠@cjw_hq⁠ Facebook: ⁠Connor Wells⁠ LinkedIn: ⁠Connor Wells⁠

For Podcast enquiries, contact Penny at: ⁠Penny@diariesofbadassbosses.com⁠