CRM Glossary: WYSIWYG Clues For The Clueless CRM Marketer podcast

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The Head Start: Embracing the Journey

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We’ve all had a moment where we arrived at the grocery store and can’t remember passing any of the stoplights along the way. We’re halfway down an aisle and scrambling to remember what we even needed. Our mind is in overdrive trying to sort through our ever-growing to-do list. We’ve been there when just making it through the next task is hard. But the normal stresses of life aren’t the only thing YOU have to deal with. Nora McInerny hosts The Head Start: Embracing the Journey, a new podcast from iHeartRadio and AbbVie, a space to share open and honest conversations acknowledging the struggles we all face, while leaning into the hope and optimism we all share. We’ll hear from doctors, experts, and everyday people who will be sharing their experiences, migraine coping strategies, and major wins, all while building a community of support around an invisible disease that makes every day uncertain: Chronic Migraine. Click here for Product Information, including Boxed Warning and Medication Guide, or visit https://bit.ly/3BlbaHG

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CRM Glossary: WYSIWYG

7 years ago 5:29

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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.

Paul may have invented a new way to potty train his twins, but that's not really what WYSIWYG is all about. It stands for "What You See Is What You Get." Listen to learn how it pertains to CRM.

… continue reading

63 episodes

#Business #Marketing #CRM #Smallbusiness

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CRM Glossary: WYSIWYG

Clues for the Clueless CRM Marketer

published 7 years ago

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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.

Paul may have invented a new way to potty train his twins, but that's not really what WYSIWYG is all about. It stands for "What You See Is What You Get." Listen to learn how it pertains to CRM.

… continue reading

63 episodes

#Business #Marketing #CRM #Smallbusiness

All episodes

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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.

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Clues for the Clueless CRM Marketer

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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.

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Clues for the Clueless CRM Marketer

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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."

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Clues for the Clueless CRM Marketer

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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."

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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."

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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.

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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.

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Clues for the Clueless CRM Marketer

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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.

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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!

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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.

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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.

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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.

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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.

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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.

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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.

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CRM Glossary: Data Validation 6:24

7 years ago6:24

6:24

You know when you're completing the purchase process online and you click "Purchase," but then it refreshes the screen and some disapproved red text tells you that you missed some key information? That name for that is data validation.

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CRM Glossary: Audit Logs 5:04

7 years ago5:04

5:04

This is another one of those things that sounds like you'd know what it is, and you're probably right, but that it helps to get in context of CRM. Paul breaks it down and makes it easy to understand all things audit logs.

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CRM Glossary: Forecasts 10:25

7 years ago10:25

10:25

Forecasts let you predict outcomes with your CRM. They're also apparently dad joke fuel for Andy and Paul.

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Clues for the Clueless CRM Marketer

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CRM Glossary: Map Fields 7:00

7 years ago7:00

7:00

This is how you keep your data consistent when importing it from multiple sources. One tool might refer to one data field as one thing and you might call it something else internally. You can match it up by mapping the fields.

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Clues for the Clueless CRM Marketer

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CRM Glossary: Password Policies 7:28

7 years ago7:28

7:28

You probably already know this one, but it's important to know for the protection of your data. It's when you have to have a set amount of characters, numbers and special characters, and maybe even upper and lower case letters in your password.

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CRM Glossary: Deleting & Recycle Bin 9:48

7 years ago9:48

9:48

Sometimes to keep things organized in our CRM, it means saying goodbye to old or irrelevant data. That's where deleting and the recycle bin come into play. Just make sure you know what all that data is tied to! Listen as Paul explains.

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CRM Glossary: Self-Service Help 10:05

7 years ago10:05

10:05

Sometimes, you don't want to have to talk to someone. Even when you need some help. So, CRM and other SaaS products create a self-service help center and resources to let you solve your own problems.

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Clues for the Clueless CRM Marketer

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CRM Glossary: WYSIWYG 5:29

7 years ago5:29

5:29

Paul may have invented a new way to potty train his twins, but that's not really what WYSIWYG is all about. It stands for "What You See Is What You Get." Listen to learn how it pertains to CRM.

C

Clues for the Clueless CRM Marketer

Clues for the Clueless CRM Marketer podcast artwork

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CRM Glossary: Web to Lead, Web to Contact, Web to Ticket 7:29

7 years ago7:29

7:29

Sorry to disappoint, but all this web talk and it's not about Spiderman. Find out what it means in relation to CRM!

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Clues for the Clueless CRM Marketer

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CRM Glossary: APIs 11:29

7 years ago11:29

11:29

Have you ever thought to yourself, "wouldn't it be cool if I could connect this tool with that one?" With APIs, you can. Not that big of a nerd (like us)? Well, you'll still want to make all your business tools and apps more powerful by connecting them.

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CRM Glossary: Layouts 7:04

7 years ago7:04

7:04

Your layout is all about speed and efficiency. Lean ideals to the max. A layout makes navigation of your CRM easy, with everything you need right in front of you.

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Clues for the Clueless CRM Marketer

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CRM Glossary: Fields 5:45

7 years ago5:45

5:45

Fields are simply what you can the places you enter each piece of data into. You can have a little or a lot and customize them as you wish.

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CRM Glossary: Objects and Parent/Child Relationships 4:30

7 years ago4:30

4:30

This sounds a lot more dramatic than it actually is: In CRM, it's important to know that if you delete a parent (which is the umbrella all child objects live under), all the child objects are deleted too. It's really just a matter of organization.

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CRM Glossary: Assignment Rules 5:12

7 years ago5:12

5:12

Assignments and rules may not have been your favorite thing when you were in school, but they're important for CRM. Listen and find out why!

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Clues for the Clueless CRM Marketer

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CRM Glossary: Home 6:18

7 years ago6:18

6:18

While Paul and I try not to break out into song this episode (you're welcome), we talk about what "home" means in the context of your CRM. It's all about efficiency and speed. Lean, for those of you in the know.

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