212 - Elements of CRM: Why You Need One and What to Look For in Software

The Cash Flow Contractor

EpisodeJun 20, 202439m

212 - Elements of CRM: Why You Need One and What to Look For in Software

The Cash Flow Contractor

EpisodeJun 20, 202439m

Organize, strategize, and grow your business with the right CRM tools! We discuss why every business needs a CRM and the essential features to look for. Listen in!Time Stamps00:30 - Introduction to CRMs02:14 - The Importance of Bookkeeping04:10 - Understanding CRM Features09:11 - Choosing the Right CRM for Your Business20:20 - Essential Features for CRM Beginners26:05 - Implementing and Pricing Your CRM38:20 - Episode OutroLearn how you can improve your customer and project workflows! BOOK YOUR FREE 30-MINUTE STRATEGY CALL HERE! ResourcesNeed Marketing Help? We Recommend BenaliNeed Help with podcast production? We recommend DemandcastMore from Martin Hollandtheprofitproblem.comannealbc.com Email MartinMeet With MartinLinkedInFacebookInstagramMore from Khalilbenali.com Email KhalilMeet With KhalilLinkedInFacebookInstagramMore from The Cashflow ContractorSubscribe to our YouTube channelFollow On Social: LinkedIn, Facebook, Instagram, X(formerly Twitter)Visit our websiteEmail The Cashflow Contractor

Top comments

If you’re like most contractors we know, then you started your business because you’re passionate about and great at your craft. You also wanted to be your own boss. Owning a business has a lot of advantages, but also a lot of challenges. We started this podcast to talk about things that matter to you as an owner, like business fundamentals, sales processes, marketing, leadership, and much more. Armed with knowledge, you’ll be able to reach your goals, whether that’s growth, getting your shop to run without you, or anything in between.

thecashflowcontractor.com

Switch to the Fountain App

Open in Fountain