CRM Day 1: Prepare Your CSV Clues For The Clueless CRM Marketer podcast

Artwork

Business Marketing CRM Smallbusiness

Content provided by Clues for the Clueless CRM Marketer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Clues for the Clueless CRM Marketer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Clues for the Clueless CRM Marketer « »
CRM Day 1: Prepare Your CSV

7 years ago 8:04

Share

MP3•Episode home

Content provided by Clues for the Clueless CRM Marketer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Clues for the Clueless CRM Marketer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Like we said in the last episode, there is some preparation that needs to be done with any CRM. In this episode, we talk about how to get the file all your data is on in order before you upload it to your CRM.

… continue reading

63 episodes

#Business #Marketing #CRM #Smallbusiness

Artwork

CRM Day 1: Prepare Your CSV

Clues for the Clueless CRM Marketer

published 7 years ago

Share

MP3•Episode home

Content provided by Clues for the Clueless CRM Marketer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Clues for the Clueless CRM Marketer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Like we said in the last episode, there is some preparation that needs to be done with any CRM. In this episode, we talk about how to get the file all your data is on in order before you upload it to your CRM.

… continue reading

63 episodes

#Business #Marketing #CRM #Smallbusiness

All episodes

×

C

Clues for the Clueless CRM Marketer

Clues for the Clueless CRM Marketer podcast artwork

1
How a Sales Team Can Use Email Marketing to Follow-up with Leads 11:02

7 years ago11:02

11:02

Email marketing and CRM go hand-in-hand. This episode talks about the way your sales team can use email marketing to their advantage.

C

Clues for the Clueless CRM Marketer

Clues for the Clueless CRM Marketer podcast artwork

1
Day 3 CRM: Creating Opportunities 9:16

7 years ago9:16

9:16

It's important to know if your sales and marketing funnels are producing as they should or where you can improve upon. That's the benefit of creating opportunities in your CRM. Track what is/isn't working.

C

Clues for the Clueless CRM Marketer

Clues for the Clueless CRM Marketer podcast artwork

1
CRM Takeaways from the LA Small Business Expo - Part 4 5:42

7 years ago5:42

5:42

Paul continues to share his takeaways from the LA Small Business Expo. This time, he talks about the CRM user profile "The Startup."

C

Clues for the Clueless CRM Marketer

Clues for the Clueless CRM Marketer podcast artwork

1
CRM Takeaways from the LA Small Business Expo - Part 3 6:57

7 years ago6:57

6:57

Paul shares his takeaways from the LA Small Business Expo. In this episode, he talks about one woman he coined "The Techie."

C

Clues for the Clueless CRM Marketer

Clues for the Clueless CRM Marketer podcast artwork

1
CRM Takeaways from the LA Small Business Expo - Part 2 11:39

7 years ago11:39

11:39

Andy and Paul continue their chat about the LA Small Business Expo. Paul talks about the different types of people interested in CRM. Today's episode focuses on "The Conflater."

C

Clues for the Clueless CRM Marketer

Clues for the Clueless CRM Marketer podcast artwork

1
CRM Takeaways from the LA Small Business Expo - Part 1 9:36

7 years ago9:36

9:36

Paul Rijnders joined the team at the Benchmark booth at the LA Small Business Expo. So, I chatted him up to find out what his takeaways were from the day.

C

Clues for the Clueless CRM Marketer

Clues for the Clueless CRM Marketer podcast artwork

1
CRM Day 2: Follow-up on Activities 9:28

7 years ago9:28

9:28

If you go through the work to set up the follow-ups in your CRM, they will be triggered as new records are added to your CRM. Then, your workflows will be operating as you need from the beginning.

C

Clues for the Clueless CRM Marketer

Clues for the Clueless CRM Marketer podcast artwork

1
CRM Day 2: Setting Up Views 10:17

7 years ago10:17

10:17

When it comes to CRM, it's all about the setup. Once you get that done, you can let your work flow through it. On day two of having a CRM, you should set up views for yourself to organize the data.

C

Clues for the Clueless CRM Marketer

Clues for the Clueless CRM Marketer podcast artwork

1
CRM Day 1: Import Data via Forms 9:24

7 years ago9:24

9:24

Let your customers and prospects to the work for you! By creating forms and placing them in places where you need to gather data, you can have your customers and leads import their data themselves!

C

Clues for the Clueless CRM Marketer

Clues for the Clueless CRM Marketer podcast artwork

1
CRM Day 1: Import Data via API and Integrations 5:29

7 years ago5:29

5:29

It doesn't always require a CSV to import data into your CRM. In this episode, Paul discusses how to do it via API with integrations.

C

Clues for the Clueless CRM Marketer

Clues for the Clueless CRM Marketer podcast artwork

1
CRM Day 1: Import Records 9:25

7 years ago9:25

9:25

Now that you're prepared, it's time to start getting that data into your CRM. Paul walks you through that process with expertise.

C

Clues for the Clueless CRM Marketer

Clues for the Clueless CRM Marketer podcast artwork

1
CRM Day 1: Prepare Your CSV 8:04

7 years ago8:04

8:04

Like we said in the last episode, there is some preparation that needs to be done with any CRM. In this episode, we talk about how to get the file all your data is on in order before you upload it to your CRM.

C

Clues for the Clueless CRM Marketer

Clues for the Clueless CRM Marketer podcast artwork

1
CRM Day 1: Permissions & Privacy 10:55

7 years ago10:55

10:55

There's some preparation that must take place before you start using your CRM. One of those things is setting the permissions and privacy rules within your CRM so that you know who in your company can see what data.

C

Clues for the Clueless CRM Marketer

Clues for the Clueless CRM Marketer podcast artwork

1
CRM Glossary: Email Authentication 9:49

7 years ago9:49

9:49

This episode wraps up our CRM Glossary! It's all about verifying the sender of any email communications from your business. It helps combat phishing scams and other favorite tactics of spammers.

C

Clues for the Clueless CRM Marketer

Clues for the Clueless CRM Marketer podcast artwork

1
CRM Glossary: Engagements 6:37

7 years ago6:37

6:37

There are no rings involved in this type of engagements. That is unless it's in reference to a customer clicking to call you from a link in an email campaign. That's the engagement we mean when it comes to CRM. All the interaction touchpoints you have with your contacts.

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

Listen to 500+ topics

Quick Reference Guide

Top Podcasts

The Bill Simmons Podcast

Comedy of the Week

How Did This Get Made?

Doug Loves Movies

TED Talks Daily

NBC Nightly News with Lester Holt

The World This Hour

Daily Boost Motivation and Coaching

This American Life

Sword and Scale

Help/FAQ | Upgrade | Advertise

Arts|Business|Comedy|Economics|Entertainment|News|Politics|Religion

Science|Soccer|Sports|Storytelling|Technology|True Crime

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright

Listen to this show while you explore