Clues for the Clueless CRM Marketer Sun, 02 Nov 2025 21:18:45 +0000 Sun, 02 Nov 2025 21:18:45 +0000 Libsyn RSSgen 1.0 http://clues-for-the-clueless-crm-marketer.libsyn.com/website http://clues-for-the-clueless-crm-marketer.libsyn.com/website What is CRM? How can I use CRM to better manage my contacts or track interactions? Is CRM worth the set-up time and learning curve? You’re only clueless as long as you’re not pursuing answers to these questions. Join us for today’s episode of Clues for the Clueless CRM Marketer and we’ll find out together. https://static.libsyn.com/p/assets/7/2/8/d/728d659610e7a37f/Clues-for-the-clueless-CRM-marketer-Podcast.png Clues for the Clueless CRM Marketer no episodic CRM,marketing,customer,relationship,management,small,business no It's time to get clued in on CRM.andy.shore@benchmarkemail.com How a Sales Team Can Use Email Marketing to Follow-up with Leads How a Sales Team Can Use Email Marketing to Follow-up with Leads Fri, 26 Oct 2018 07:01:00 +0000 Email marketing and CRM go hand-in-hand. This episode talks about the way your sales team can use email marketing to their advantage.

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

]]> 11:02 false full andy.shore@benchmarkemail.comEmail marketing and CRM go hand-in-hand. This episode talks about the way your sales team can use email marketing to their advantage.andy.shore@benchmarkemail.comEmail marketing and CRM go hand-in-hand. This episode talks about the way your sales team can use email marketing to their advantage. Day 3 CRM: Creating Opportunities Day 3 CRM: Creating Opportunities Thu, 25 Oct 2018 07:01:00 +0000 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.

]]> 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.

]]> 09:16 false full andy.shore@benchmarkemail.comIt'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.andy.shore@benchmarkemail.comIt'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. CRM Takeaways from the LA Small Business Expo - Part 4 CRM Takeaways from the LA Small Business Expo - Part 4 Wed, 24 Oct 2018 07:01:00 +0000 Paul continues to share his takeaways from the LA Small Business Expo. This time, he talks about the CRM user profile "The Startup."

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

]]> 05:42 false full andy.shore@benchmarkemail.comPaul continues to share his takeaways from the LA Small Business Expo. This time, he talks about the CRM user profile "The Startup."andy.shore@benchmarkemail.comPaul continues to share his takeaways from the LA Small Business Expo. This time, he talks about the CRM user profile "The Startup." CRM Takeaways from the LA Small Business Expo - Part 3 CRM Takeaways from the LA Small Business Expo - Part 3 Tue, 23 Oct 2018 07:01:00 +0000 Paul shares his takeaways from the LA Small Business Expo. In this episode, he talks about one woman he coined "The Techie."

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

]]> 06:57 false full andy.shore@benchmarkemail.comPaul shares his takeaways from the LA Small Business Expo. In this episode, he talks about one woman he coined "The Techie."andy.shore@benchmarkemail.comPaul shares his takeaways from the LA Small Business Expo. In this episode, he talks about one woman he coined "The Techie." CRM Takeaways from the LA Small Business Expo - Part 2 CRM Takeaways from the LA Small Business Expo - Part 2 Mon, 22 Oct 2018 07:01:00 +0000 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."

]]> 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."

]]> 11:39 false full andy.shore@benchmarkemail.comAndy 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."andy.shore@benchmarkemail.comAndy 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." CRM Takeaways from the LA Small Business Expo - Part 1 CRM Takeaways from the LA Small Business Expo - Part 1 Fri, 19 Oct 2018 07:01:00 +0000 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.

]]> 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.

]]> 09:36 false full andy.shore@benchmarkemail.comPaul 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.andy.shore@benchmarkemail.comPaul 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. CRM Day 2: Follow-up on Activities CRM Day 2: Follow-up on Activities Thu, 18 Oct 2018 07:01:00 +0000 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.

]]> 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.

]]> 09:28 false full andy.shore@benchmarkemail.comIf 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.andy.shore@benchmarkemail.comIf 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. CRM Day 2: Setting Up Views CRM Day 2: Setting Up Views Wed, 17 Oct 2018 07:01:00 +0000 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.

]]> 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.

]]> 10:17 false full andy.shore@benchmarkemail.comWhen 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.andy.shore@benchmarkemail.comWhen 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. CRM Day 1: Import Data via Forms CRM Day 1: Import Data via Forms Mon, 15 Oct 2018 07:01:00 +0000 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!

]]> 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!

]]> 09:24 false full andy.shore@benchmarkemail.comLet 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!andy.shore@benchmarkemail.comLet 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! CRM Day 1: Import Data via API and Integrations CRM Day 1: Import Data via API and Integrations Fri, 12 Oct 2018 07:01:00 +0000 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.

]]> 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.

]]> 05:29 false full andy.shore@benchmarkemail.comIt 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.andy.shore@benchmarkemail.comIt 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. CRM Day 1: Import Records CRM Day 1: Import Records Thu, 11 Oct 2018 07:01:00 +0000 Now that you're prepared, it's time to start getting that data into your CRM. Paul walks you through that process with expertise.

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

]]> 09:25 false full andy.shore@benchmarkemail.comNow that you're prepared, it's time to start getting that data into your CRM. Paul walks you through that process with expertise.andy.shore@benchmarkemail.comNow that you're prepared, it's time to start getting that data into your CRM. Paul walks you through that process with expertise. CRM Day 1: Prepare Your CSV CRM Day 1: Prepare Your CSV Wed, 10 Oct 2018 07:01:00 +0000 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.

]]> 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.

]]> 08:04 false full andy.shore@benchmarkemail.comLike 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.andy.shore@benchmarkemail.comLike 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. CRM Day 1: Permissions & Privacy CRM Day 1: Permissions & Privacy Tue, 09 Oct 2018 07:01:00 +0000 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.

]]> 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.

]]> 10:55 false full andy.shore@benchmarkemail.comThere'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.andy.shore@benchmarkemail.comThere'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. CRM Glossary: Email Authentication CRM Glossary: Email Authentication Mon, 08 Oct 2018 07:01:00 +0000 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.

]]> 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.

]]> 09:49 false full andy.shore@benchmarkemail.comThis 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.andy.shore@benchmarkemail.comThis 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. CRM Glossary: Engagements CRM Glossary: Engagements Fri, 05 Oct 2018 07:01:00 +0000 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.

]]> 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.

]]> 06:37 false full andy.shore@benchmarkemail.comThere 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.andy.shore@benchmarkemail.comThere 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. CRM Glossary: Data Validation CRM Glossary: Data Validation Thu, 04 Oct 2018 07:01:00 +0000 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.

]]> 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.

]]> 06:24 false full andy.shore@benchmarkemail.comYou 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.andy.shore@benchmarkemail.comYou 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. CRM Glossary: Audit Logs CRM Glossary: Audit Logs Wed, 03 Oct 2018 07:01:00 +0000 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.

]]> 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.

]]> 05:04 false full andy.shore@benchmarkemail.comThis 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.andy.shore@benchmarkemail.comThis 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. CRM Glossary: Forecasts CRM Glossary: Forecasts Tue, 02 Oct 2018 07:01:00 +0000 Forecasts let you predict outcomes with your CRM. They're also apparently dad joke fuel for Andy and Paul.

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

]]> 10:25 false full andy.shore@benchmarkemail.comForecasts let you predict outcomes with your CRM. They're also apparently dad joke fuel for Andy and Paul.andy.shore@benchmarkemail.comForecasts let you predict outcomes with your CRM. They're also apparently dad joke fuel for Andy and Paul. CRM Glossary: Map Fields CRM Glossary: Map Fields Mon, 01 Oct 2018 07:01:00 +0000 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.

]]> 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.

]]> 07:00 false full andy.shore@benchmarkemail.comThis 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.andy.shore@benchmarkemail.comThis 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. CRM Glossary: Password Policies CRM Glossary: Password Policies Fri, 28 Sep 2018 07:01:00 +0000 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.

]]> 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.

]]> 07:28 false full andy.shore@benchmarkemail.comYou 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.andy.shore@benchmarkemail.comYou 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. CRM Glossary: Deleting & Recycle Bin CRM Glossary: Deleting & Recycle Bin Thu, 27 Sep 2018 07:01:00 +0000 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.

]]> 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.

]]> 09:48 false full andy.shore@benchmarkemail.comSometimes 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.andy.shore@benchmarkemail.comSometimes 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. CRM Glossary: Self-Service Help CRM Glossary: Self-Service Help Wed, 26 Sep 2018 07:01:00 +0000 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.

]]> 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.

]]> 10:05 false full andy.shore@benchmarkemail.comSometimes, 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.andy.shore@benchmarkemail.comSometimes, 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. CRM Glossary: WYSIWYG CRM Glossary: WYSIWYG Tue, 25 Sep 2018 07:01:00 +0000 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.

]]> 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.

]]> 05:29 false full andy.shore@benchmarkemail.comPaul 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.andy.shore@benchmarkemail.comPaul 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. CRM Glossary: Web to Lead, Web to Contact, Web to Ticket CRM Glossary: Web to Lead, Web to Contact, Web to Ticket Mon, 24 Sep 2018 15:52:07 +0000 Sorry to disappoint, but all this web talk and it's not about Spiderman. Find out what it means in relation to CRM!

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

]]> 07:29 false full andy.shore@benchmarkemail.comSorry to disappoint, but all this web talk and it's not about Spiderman. Find out what it means in relation to CRM!andy.shore@benchmarkemail.comSorry to disappoint, but all this web talk and it's not about Spiderman. Find out what it means in relation to CRM! CRM Glossary: APIs CRM Glossary: APIs Fri, 21 Sep 2018 07:01:00 +0000 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.

]]> 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.

]]> 11:29 false full andy.shore@benchmarkemail.comHave 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.andy.shore@benchmarkemail.comHave 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. CRM Glossary: Layouts CRM Glossary: Layouts Thu, 20 Sep 2018 07:01:00 +0000 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.

]]> 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.

]]> 07:04 false full andy.shore@benchmarkemail.comYour 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.andy.shore@benchmarkemail.comYour 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. CRM Glossary: Fields CRM Glossary: Fields Wed, 19 Sep 2018 07:01:00 +0000 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.

]]> 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.

]]> 05:45 false full andy.shore@benchmarkemail.comFields 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.andy.shore@benchmarkemail.comFields 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. CRM Glossary: Objects and Parent/Child Relationships CRM Glossary: Objects and Parent/Child Relationships Tue, 18 Sep 2018 07:01:00 +0000 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.

]]> 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.

]]> 04:30 false full andy.shore@benchmarkemail.comThis 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.andy.shore@benchmarkemail.comThis 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. CRM Glossary: Assignment Rules CRM Glossary: Assignment Rules Mon, 17 Sep 2018 14:20:17 +0000 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! 

]]> 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!

]]> 05:12 false full andy.shore@benchmarkemail.comAssignments 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! andy.shore@benchmarkemail.comAssignments 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!  CRM Glossary: Home CRM Glossary: Home Fri, 14 Sep 2018 20:20:27 +0000 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.

]]> 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.

]]> 06:18 false full andy.shore@benchmarkemail.comWhile 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.andy.shore@benchmarkemail.comWhile 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. CRM Glossary: Module CRM Glossary: Module Thu, 13 Sep 2018 07:01:00 +0000 Each moving piece in the CRM is a module. Any section of your CRM dashboard that you're working on is a module. Each module is a piece of the overall CRM puzzle.

]]> Each moving piece in the CRM is a module. Any section of your CRM dashboard that you're working on is a module. Each module is a piece of the overall CRM puzzle.

]]> 05:20 false full andy.shore@benchmarkemail.comEach moving piece in the CRM is a module. Any section of your CRM dashboard that you're working on is a module. Each module is a piece of the overall CRM puzzle.andy.shore@benchmarkemail.comEach moving piece in the CRM is a module. Any section of your CRM dashboard that you're working on is a module. Each module is a piece of the overall CRM puzzle. CRM Glossary: Vendors CRM Glossary: Vendors Wed, 12 Sep 2018 07:01:00 +0000 There's the people you do business with who are your customers and then there are the people who help you do business. You may, in fact, be their customer. These are vendors and they're another group of people that are helpful to manage in your CRM.

]]> There's the people you do business with who are your customers and then there are the people who help you do business. You may, in fact, be their customer. These are vendors and they're another group of people that are helpful to manage in your CRM.

]]> 05:14 false full andy.shore@benchmarkemail.comThere's the people you do business with who are your customers and then there are the people who help you do business. You may, in fact, be their customer. These are vendors and they're another group of people that are helpful to manage in your CRM.andy.shore@benchmarkemail.comThere's the people you do business with who are your customers and then there are the people who help you do business. You may, in fact, be their customer. These are vendors and they're another group of people that are helpful to manage in your CRM. CRM Glossary: Active vs. Inactive Users CRM Glossary: Active vs. Inactive Users Tue, 11 Sep 2018 07:01:00 +0000 Sometimes, these words are as obvious as they sound. This is simply who is or isn't using your CRM. Listen to find out why it's important to be able to identify both groups.

]]> Sometimes, these words are as obvious as they sound. This is simply who is or isn't using your CRM. Listen to find out why it's important to be able to identify both groups.

]]> 06:42 false full andy.shore@benchmarkemail.comSometimes, these words are as obvious as they sound. This is simply who is or isn't using your CRM. Listen to find out why it's important to be able to identify both groups.andy.shore@benchmarkemail.comSometimes, these words are as obvious as they sound. This is simply who is or isn't using your CRM. Listen to find out why it's important to be able to identify both groups. CRM Glossary: CRM Admin CRM Glossary: CRM Admin Mon, 10 Sep 2018 18:39:31 +0000 When you have multiple users in an account, it could cause some acess issues, data privacy issues or something else. With CRM Admin , you an set who has access to what within your CRM account. You have total control.

]]> When you have multiple users in an account, it could cause some acess issues, data privacy issues or something else. With CRM Admin , you an set who has access to what within your CRM account. You have total control.

]]> 05:38 false full andy.shore@benchmarkemail.comWhen you have multiple users in an account, it could cause some acess issues, data privacy issues or something else. With CRM Admin , you an set who has access to what within your CRM account. You have total control.andy.shore@benchmarkemail.comWhen you have multiple users in an account, it could cause some acess issues, data privacy issues or something else. With CRM Admin , you an set who has access to what within your CRM account. You have total control. CRM Glossary: Templates CRM Glossary: Templates Fri, 07 Sep 2018 07:01:00 +0000 Templates help you get started, without having to start from scratch. They're the head start you might want or feel like you need with CRM.

]]> Templates help you get started, without having to start from scratch. They're the head start you might want or feel like you need with CRM.

]]> 04:30 false full andy.shore@benchmarkemail.comTemplates help you get started, without having to start from scratch. They're the head start you might want or feel like you need with CRM.andy.shore@benchmarkemail.comTemplates help you get started, without having to start from scratch. They're the head start you might want or feel like you need with CRM. CRM Glossary: Macros CRM Glossary: Macros Thu, 06 Sep 2018 07:01:00 +0000 You can increase the efficiency and consistency thanks to Macros. If there is a step that is repeated often in your CRM, you can create a macro to handle it.

]]> You can increase the efficiency and consistency thanks to Macros. If there is a step that is repeated often in your CRM, you can create a macro to handle it.

]]> 05:47 false full andy.shore@benchmarkemail.comYou can increase the efficiency and consistency thanks to Macros. If there is a step that is repeated often in your CRM, you can create a macro to handle it.andy.shore@benchmarkemail.comYou can increase the efficiency and consistency thanks to Macros. If there is a step that is repeated often in your CRM, you can create a macro to handle it. CRM Glossary: Knowledge Base CRM Glossary: Knowledge Base Wed, 05 Sep 2018 14:39:52 +0000 It's possible to have a customer support representative who has been with your company for two weeks have the same information as someone who has been with your business for ten years. At least when you have a well-informed Knowledge Base, it is.

]]> It's possible to have a customer support representative who has been with your company for two weeks have the same information as someone who has been with your business for ten years. At least when you have a well-informed Knowledge Base, it is.

]]> 07:32 false full andy.shore@benchmarkemail.comIt's possible to have a customer support representative who has been with your company for two weeks have the same information as someone who has been with your business for ten years. At least when you have a well-informed Knowledge Base, it is.andy.shore@benchmarkemail.comIt's possible to have a customer support representative who has been with your company for two weeks have the same information as someone who has been with your business for ten years. At least when you have a well-informed Knowledge Base, it is. CRM Glossary: Cases & Tickets CRM Glossary: Cases & Tickets Tue, 04 Sep 2018 19:00:00 +0000 A large part of any customer relationship is the support your business provides them. That's why having a system of cases and tickets in your CRM is important. Listen to find out what that means for your business.

]]> A large part of any customer relationship is the support your business provides them. That's why having a system of cases and tickets in your CRM is important. Listen to find out what that means for your business.

]]> 05:20 false full andy.shore@benchmarkemail.comA large part of any customer relationship is the support your business provides them. That's why having a system of cases and tickets in your CRM is important. Listen to find out what that means for your business.andy.shore@benchmarkemail.comA large part of any customer relationship is the support your business provides them. That's why having a system of cases and tickets in your CRM is important. Listen to find out what that means for your business. CRM Glossary: Campaigns CRM Glossary: Campaigns Fri, 31 Aug 2018 15:31:03 +0000 You may be sick of the word campaigns with midterm elections right around the corner, but that's not the type of campaigns we're talking about. Find out what campaigns means when it comes to your CRM activities.

]]> You may be sick of the word campaigns with midterm elections right around the corner, but that's not the type of campaigns we're talking about. Find out what campaigns means when it comes to your CRM activities.

]]> 04:37 false full andy.shore@benchmarkemail.comYou may be sick of the word campaigns with midterm elections right around the corner, but that's not the type of campaigns we're talking about. Find out what campaigns means when it comes to your CRM activities.andy.shore@benchmarkemail.comYou may be sick of the word campaigns with midterm elections right around the corner, but that's not the type of campaigns we're talking about. Find out what campaigns means when it comes to your CRM activities. CRM Glossary: Accounts CRM Glossary: Accounts Thu, 30 Aug 2018 16:46:36 +0000 Listen and hear our "account" of what account means for CRM. It's just one more step in our efforts to tear down any jargon-y barriers that might make you feel clueless about CRM.

]]> Listen and hear our "account" of what account means for CRM. It's just one more step in our efforts to tear down any jargon-y barriers that might make you feel clueless about CRM.

]]> 04:50 false full andy.shore@benchmarkemail.comListen and hear our "account" of what account means for CRM. It's just one more step in our efforts to tear down any jargon-y barriers that might make you feel clueless about CRM.andy.shore@benchmarkemail.comListen and hear our "account" of what account means for CRM. It's just one more step in our efforts to tear down any jargon-y barriers that might make you feel clueless about CRM. CRM Glossary: Prospects CRM Glossary: Prospects Wed, 29 Aug 2018 17:58:38 +0000 Did you know there's a step that comes before a lead? There is! Those people are referred to as prospects. Learn how it fits into CRM with this episode.

]]> Did you know there's a step that comes before a lead? There is! Those people are referred to as prospects. Learn how it fits into CRM with this episode.

]]> 06:11 false full andy.shore@benchmarkemail.comDid you know there's a step that comes before a lead? There is! Those people are referred to as prospects. Learn how it fits into CRM with this episode.andy.shore@benchmarkemail.comDid you know there's a step that comes before a lead? There is! Those people are referred to as prospects. Learn how it fits into CRM with this episode. CRM Glossary: Lead Records CRM Glossary: Lead Records Tue, 28 Aug 2018 15:11:50 +0000 Understanding who you're trying to sell to could mean the difference between making a sale and not. That's why it's imperative to track as much information as possible on your prospects.

]]> Understanding who you're trying to sell to could mean the difference between making a sale and not. That's why it's imperative to track as much information as possible on your prospects.

]]> 08:39 false full andy.shore@benchmarkemail.comUnderstanding who you're trying to sell to could mean the difference between making a sale and not. That's why it's imperative to track as much information as possible on your prospects.andy.shore@benchmarkemail.comUnderstanding who you're trying to sell to could mean the difference between making a sale and not. That's why it's imperative to track as much information as possible on your prospects. CRM Glossary: Contact Record CRM Glossary: Contact Record Mon, 27 Aug 2018 19:00:00 +0000 Back in the day, the information you had on a client or organization might be a file in a filing cabinet. Today, it's a contact record in your CRM.

]]> Back in the day, the information you had on a client or organization might be a file in a filing cabinet. Today, it's a contact record in your CRM.

]]> 05:45 false full andy.shore@benchmarkemail.comBack in the day, the information you had on a client or organization might be a file in a filing cabinet. Today, it's a contact record in your CRM.andy.shore@benchmarkemail.comBack in the day, the information you had on a client or organization might be a file in a filing cabinet. Today, it's a contact record in your CRM. CRM Glossary: Activities - Tasks, Events & Calls CRM Glossary: Activities - Tasks, Events & Calls Fri, 24 Aug 2018 07:01:00 +0000 You can track activities within your CRM. This includes tasks, events and calls. Running all of this through your CRM allows you to have a complete overview of what your team is working on.

]]> You can track activities within your CRM. This includes tasks, events and calls. Running all of this through your CRM allows you to have a complete overview of what your team is working on.

]]> 07:46 false full andy.shore@benchmarkemail.comYou can track activities within your CRM. This includes tasks, events and calls. Running all of this through your CRM allows you to have a complete overview of what your team is working on.andy.shore@benchmarkemail.comYou can track activities within your CRM. This includes tasks, events and calls. Running all of this through your CRM allows you to have a complete overview of what your team is working on. CRM Glossary: Automation CRM Glossary: Automation Thu, 23 Aug 2018 15:40:19 +0000 Remember the RONCO oven? It's infomercial bragged that you can "set it and forget it." That's the advantage of automation with CRM. You can set up actions to occur when they're triggered, saving you time and making your communication with customers more efficient and effective.

]]> Remember the RONCO oven? It's infomercial bragged that you can "set it and forget it." That's the advantage of automation with CRM. You can set up actions to occur when they're triggered, saving you time and making your communication with customers more efficient and effective.

]]> 06:27 false full andy.shore@benchmarkemail.comRemember the RONCO oven? It's infomercial bragged that you can "set it and forget it." That's the advantage of automation with CRM. You can set up actions to occur when they're triggered, saving you time and making your communication with customers more efficient and effective.andy.shore@benchmarkemail.comRemember the RONCO oven? It's infomercial bragged that you can "set it and forget it." That's the advantage of automation with CRM. You can set up actions to occur when they're triggered, saving you time and making your communication with customers more efficient and effective. CRM Glossary: Opportunities CRM Glossary: Opportunities Wed, 22 Aug 2018 15:27:18 +0000 Opportunities, deals or leads, whatever you choose to call them, means there is money to be made. The ability to easily track them in your CRM will be massive for your sales team.

]]> Opportunities, deals or leads, whatever you choose to call them, means there is money to be made. The ability to easily track them in your CRM will be massive for your sales team.

]]> 08:14 false full andy.shore@benchmarkemail.comOpportunities, deals or leads, whatever you choose to call them, means there is money to be made. The ability to easily track them in your CRM will be massive for your sales team.andy.shore@benchmarkemail.comOpportunities, deals or leads, whatever you choose to call them, means there is money to be made. The ability to easily track them in your CRM will be massive for your sales team. CRM Glossary: Sales Pipeline or Funnel CRM Glossary: Sales Pipeline or Funnel Tue, 21 Aug 2018 19:00:00 +0000 Understanding your sales pipeline or funnel is imperative for any business. Knowing how it connects into your CRM is even more valuable. Thankfully, we've got Paul to explain it to all of us.

]]> Understanding your sales pipeline or funnel is imperative for any business. Knowing how it connects into your CRM is even more valuable. Thankfully, we've got Paul to explain it to all of us.

]]> 06:43 false full andy.shore@benchmarkemail.comUnderstanding your sales pipeline or funnel is imperative for any business. Knowing how it connects into your CRM is even more valuable. Thankfully, we've got Paul to explain it to all of us.andy.shore@benchmarkemail.comUnderstanding your sales pipeline or funnel is imperative for any business. Knowing how it connects into your CRM is even more valuable. Thankfully, we've got Paul to explain it to all of us. CRM Glossary: Buyer Persona CRM Glossary: Buyer Persona Mon, 20 Aug 2018 15:09:17 +0000 Sure, you may have already identified who your core customer is, but have you ever considered that they're not all exactly alike? You may solve a problem for your customers, but they may have different jobs within their companies or different interests. Creating buyer personas of the different types of customers will help you do more relevant marketing and selling of your products.

]]> Sure, you may have already identified who your core customer is, but have you ever considered that they're not all exactly alike? You may solve a problem for your customers, but they may have different jobs within their companies or different interests. Creating buyer personas of the different types of customers will help you do more relevant marketing and selling of your products.

]]> 06:53 false full andy.shore@benchmarkemail.comSure, you may have already identified who your core customer is, but have you ever considered that they're not all exactly alike? You may solve a problem for your customers, but they may have different jobs within their companies or different interests. Creating buyer personas of the different types of customers will help you do more relevant marketing and selling of your products.andy.shore@benchmarkemail.comSure, you may have already identified who your core customer is, but have you ever considered that they're not all exactly alike? You may solve a problem for your customers, but they may have different jobs within their companies or different interests. Creating buyer personas of the different types of customers will help you do more relevant marketing and selling of your products. CRM Glossary: Customer Lifecycle or Journey CRM Glossary: Customer Lifecycle or Journey Fri, 17 Aug 2018 13:53:38 +0000 Selling to a customer one time is good. Repeat business is great. When you can use your CRM to monitor the customer lifecycle or journey, you can connect and sell to them at the right moment.

]]> Selling to a customer one time is good. Repeat business is great. When you can use your CRM to monitor the customer lifecycle or journey, you can connect and sell to them at the right moment.

]]> 06:10 false full andy.shore@benchmarkemail.comSelling to a customer one time is good. Repeat business is great. When you can use your CRM to monitor the customer lifecycle or journey, you can connect and sell to them at the right moment.andy.shore@benchmarkemail.comSelling to a customer one time is good. Repeat business is great. When you can use your CRM to monitor the customer lifecycle or journey, you can connect and sell to them at the right moment. CRM Glossary: Segmentation CRM Glossary: Segmentation Thu, 16 Aug 2018 17:37:35 +0000 We continue defining our jargon-y words in the CRM Glossary with a focus today on Segmentation. Learn how to sort the data in your CRM with effective segmentation. 

]]> We continue defining our jargon-y words in the CRM Glossary with a focus today on Segmentation. Learn how to sort the data in your CRM with effective segmentation.

]]> 06:45 false full andy.shore@benchmarkemail.comWe continue defining our jargon-y words in the CRM Glossary with a focus today on Segmentation. Learn how to sort the data in your CRM with effective segmentation. andy.shore@benchmarkemail.comWe continue defining our jargon-y words in the CRM Glossary with a focus today on Segmentation. Learn how to sort the data in your CRM with effective segmentation.  CRM Glossary: Big Data CRM Glossary: Big Data Wed, 15 Aug 2018 14:39:53 +0000 When it comes to data, does size matter? Listen and learn all about big data to find out.

]]> When it comes to data, does size matter? Listen and learn all about big data to find out.

]]> 06:24 false full andy.shore@benchmarkemail.comWhen it comes to data, does size matter? Listen and learn all about big data to find out.andy.shore@benchmarkemail.comWhen it comes to data, does size matter? Listen and learn all about big data to find out. CRM Glossary: Data-Driven CRM Glossary: Data-Driven Tue, 14 Aug 2018 13:27:22 +0000 Gone is the gut check. In it's place is data-driven operations. Find out what that means as we continue our way through the CRM Glossary.

]]> Gone is the gut check. In it's place is data-driven operations. Find out what that means as we continue our way through the CRM Glossary.

]]> 07:13 false full andy.shore@benchmarkemail.comGone is the gut check. In it's place is data-driven operations. Find out what that means as we continue our way through the CRM Glossary.andy.shore@benchmarkemail.comGone is the gut check. In it's place is data-driven operations. Find out what that means as we continue our way through the CRM Glossary. CRM Glossary: Conversion CRM Glossary: Conversion Mon, 13 Aug 2018 17:08:03 +0000 In this next group of episodes, we're going to be defining many terms related to CRM. This will help remove any jargon barriers that may stand in the way of you feeling comfortable with CRM. This first episode of the bunch is on conversion.

]]> In this next group of episodes, we're going to be defining many terms related to CRM. This will help remove any jargon barriers that may stand in the way of you feeling comfortable with CRM. This first episode of the bunch is on conversion.

]]> 06:49 false full andy.shore@benchmarkemail.comIn this next group of episodes, we're going to be defining many terms related to CRM. This will help remove any jargon barriers that may stand in the way of you feeling comfortable with CRM. This first episode of the bunch is on conversion.andy.shore@benchmarkemail.comIn this next group of episodes, we're going to be defining many terms related to CRM. This will help remove any jargon barriers that may stand in the way of you feeling comfortable with CRM. This first episode of the bunch is on conversion. CRM: Mass Data Transfers CRM: Mass Data Transfers Fri, 10 Aug 2018 07:01:00 +0000 As we've said, there is a lot of data involved with a CRM. When you're feeling clueless, that amount of data can sometimes feel overwhelming. So, in this episode we talk about how to manage all of that.

]]> As we've said, there is a lot of data involved with a CRM. When you're feeling clueless, that amount of data can sometimes feel overwhelming. So, in this episode we talk about how to manage all of that.

]]> 07:32 false full andy.shore@benchmarkemail.comAs we've said, there is a lot of data involved with a CRM. When you're feeling clueless, that amount of data can sometimes feel overwhelming. So, in this episode we talk about how to manage all of that.andy.shore@benchmarkemail.comAs we've said, there is a lot of data involved with a CRM. When you're feeling clueless, that amount of data can sometimes feel overwhelming. So, in this episode we talk about how to manage all of that. CRM: Tags CRM: Tags Thu, 09 Aug 2018 20:49:00 +0000 We continuing clueing you into CRM with a conversation about Tags. There's a lot you can do to get the most out of the data you input to your CRM and Tags play a big role in that. If you want to be able to sort your data in many different ways, tags are going to be your friend. 

]]> We continuing clueing you into CRM with a conversation about Tags. There's a lot you can do to get the most out of the data you input to your CRM and Tags play a big role in that. If you want to be able to sort your data in many different ways, tags are going to be your friend.

]]> 05:51 false full andy.shore@benchmarkemail.comWe continuing clueing you into CRM with a conversation about Tags. There's a lot you can do to get the most out of the data you input to your CRM and Tags play a big role in that. If you want to be able to sort your data in many different ways, tags are going to be your friend. andy.shore@benchmarkemail.comWe continuing clueing you into CRM with a conversation about Tags. There's a lot you can do to get the most out of the data you input to your CRM and Tags play a big role in that. If you want to be able to sort your data in many different ways, tags are going to be your friend.  CRM: "Chatty" Information CRM: "Chatty" Information Wed, 08 Aug 2018 15:20:29 +0000 CRM allows you to give your customers a personalized touch. One of the ways you can do this is by compiling the "chatty" information you have on your customers and leads. It helps you know about their kids, their hobbies, etc.

]]> CRM allows you to give your customers a personalized touch. One of the ways you can do this is by compiling the "chatty" information you have on your customers and leads. It helps you know about their kids, their hobbies, etc.

]]> 09:27 false full andy.shore@benchmarkemail.comCRM allows you to give your customers a personalized touch. One of the ways you can do this is by compiling the "chatty" information you have on your customers and leads. It helps you know about their kids, their hobbies, etc.andy.shore@benchmarkemail.comCRM allows you to give your customers a personalized touch. One of the ways you can do this is by compiling the "chatty" information you have on your customers and leads. It helps you know about their kids, their hobbies, etc. CRM: Structured Data CRM: Structured Data Tue, 07 Aug 2018 15:54:08 +0000 In this episode, we define structured data and talk about what it means in relation to CRM. It's important to understand the type of data stored in your CRM, in order to know what you can accomplish with CRM.

]]> In this episode, we define structured data and talk about what it means in relation to CRM. It's important to understand the type of data stored in your CRM, in order to know what you can accomplish with CRM.

]]> 06:53 false full andy.shore@benchmarkemail.comIn this episode, we define structured data and talk about what it means in relation to CRM. It's important to understand the type of data stored in your CRM, in order to know what you can accomplish with CRM.andy.shore@benchmarkemail.comIn this episode, we define structured data and talk about what it means in relation to CRM. It's important to understand the type of data stored in your CRM, in order to know what you can accomplish with CRM. CRM vs. Spreadsheets CRM vs. Spreadsheets Mon, 06 Aug 2018 15:20:49 +0000 In this episode, we tell you why it's time to get off of your spreadsheets and into a CRM. Paul breaks it down on the advantages of using a CRM over spreadsheets and why your business will benefit from it.

]]> In this episode, we tell you why it's time to get off of your spreadsheets and into a CRM. Paul breaks it down on the advantages of using a CRM over spreadsheets and why your business will benefit from it.

]]> 09:05 false full andy.shore@benchmarkemail.comIn this episode, we tell you why it's time to get off of your spreadsheets and into a CRM. Paul breaks it down on the advantages of using a CRM over spreadsheets and why your business will benefit from it.andy.shore@benchmarkemail.comIn this episode, we tell you why it's time to get off of your spreadsheets and into a CRM. Paul breaks it down on the advantages of using a CRM over spreadsheets and why your business will benefit from it. The Customer Support Side of CRM The Customer Support Side of CRM Fri, 03 Aug 2018 15:25:30 +0000 CRM can be a lot of things for a lot of people in your company. This episode focuses on the customer support side of things. Because after all, an important part of fostering strong relationships with your customers is making sure that you're solving any issues that may arise.

]]> CRM can be a lot of things for a lot of people in your company. This episode focuses on the customer support side of things. Because after all, an important part of fostering strong relationships with your customers is making sure that you're solving any issues that may arise.

]]> 07:08 false full andy.shore@benchmarkemail.comCRM can be a lot of things for a lot of people in your company. This episode focuses on the customer support side of things. Because after all, an important part of fostering strong relationships with your customers is making sure that you're solving any issues that may arise.andy.shore@benchmarkemail.comCRM can be a lot of things for a lot of people in your company. This episode focuses on the customer support side of things. Because after all, an important part of fostering strong relationships with your customers is making sure that you're solving any issues that may arise. The Sales Side of CRM The Sales Side of CRM Thu, 02 Aug 2018 15:06:17 +0000 In this episode, we discuss the sales aspect of CRM. We cover tracking opportunities and the way it's done with CRM.

]]> In this episode, we discuss the sales aspect of CRM. We cover tracking opportunities and the way it's done with CRM.

]]> 11:28 false full andy.shore@benchmarkemail.comIn this episode, we discuss the sales aspect of CRM. We cover tracking opportunities and the way it's done with CRM.andy.shore@benchmarkemail.comIn this episode, we discuss the sales aspect of CRM. We cover tracking opportunities and the way it's done with CRM. CRM Interactions and Touchpoints CRM Interactions and Touchpoints Wed, 01 Aug 2018 18:02:40 +0000 We discuss who in your company can and should be using CRM and the touchpoints with your customers and prospects where they might be interacting with your CRM or you may be collecting data for it. These two points are important for gaining an understanding of how CRM plays into your workflows. Check it out!

]]> We discuss who in your company can and should be using CRM and the touchpoints with your customers and prospects where they might be interacting with your CRM or you may be collecting data for it. These two points are important for gaining an understanding of how CRM plays into your workflows. Check it out!

]]> 09:07 false full andy.shore@benchmarkemail.comWe discuss who in your company can and should be using CRM and the touchpoints with your customers and prospects where they might be interacting with your CRM or you may be collecting data for it. These two points are important for gaining an understanding of how CRM plays into your workflows. Check it out!andy.shore@benchmarkemail.comWe discuss who in your company can and should be using CRM and the touchpoints with your customers and prospects where they might be interacting with your CRM or you may be collecting data for it. These two points are important for gaining an understanding of how CRM plays into your workflows. Check it out! What is CRM? What is CRM? Tue, 31 Jul 2018 16:27:37 +0000 In the first episode of Clues for the Clueless CRM Marketer, we introduced the podcast and then went on a long tangent that confirmed what all of us here at Benchmark already knew: Paul can talk. Since we never even got to the first talking point in our outline last episode, we resume our conversation on "What is CRM?"

]]> In the first episode of Clues for the Clueless CRM Marketer, we introduced the podcast and then went on a long tangent that confirmed what all of us here at Benchmark already knew: Paul can talk. Since we never even got to the first talking point in our outline last episode, we resume our conversation on "What is CRM?"

]]> 08:18 false full andy.shore@benchmarkemail.comIn the first episode of Clues for the Clueless CRM Marketer, we introduced the podcast and then went on a long tangent that confirmed what all of us here at Benchmark already knew: Paul can talk. Since we never even got to the first talking point in our outline last episode, we resume our conversation on "What is CRM?"andy.shore@benchmarkemail.comIn the first episode of Clues for the Clueless CRM Marketer, we introduced the podcast and then went on a long tangent that confirmed what all of us here at Benchmark already knew: Paul can talk. Since we never even got to the first talking point in our outline last episode, we resume our conversation on "What is CRM?" Introducing Clues for the Clueless CRM Marketer Introducing Clues for the Clueless CRM Marketer Fri, 27 Jul 2018 20:30:26 +0000 Welcome to Clues for the Clueless CRM Marketer! Customer Relationship Management (CRM) is a must for a business of any size. There's also no one right way to do CRM.

 

In this podcast, we're here for the Clueless CRM Marketer, which all of us were at one point (or still are). With each daily mini-episode (minisode), we'll aim to clue you in a bit more on CRM.

]]> Welcome to Clues for the Clueless CRM Marketer! Customer Relationship Management (CRM) is a must for a business of any size. There's also no one right way to do CRM.

In this podcast, we're here for the Clueless CRM Marketer, which all of us were at one point (or still are). With each daily mini-episode (minisode), we'll aim to clue you in a bit more on CRM.

]]> 09:25 false full andy.shore@benchmarkemail.comWelcome to Clues for the Clueless CRM Marketer! Customer Relationship Management (CRM) is a must for a business of any size. There's also no one right way to do CRM.   In this podcast, we're here for the Clueless CRM Marketer, which all of us were at one point (or still are). With each daily mini-episode (minisode), we'll aim to clue you in a bit more on CRM.andy.shore@benchmarkemail.comWelcome to Clues for the Clueless CRM Marketer! Customer Relationship Management (CRM) is a must for a business of any size. There's also no one right way to do CRM.   In this podcast, we're here for the Clueless CRM Marketer, which all of us were at one point (or still are). With each daily mini-episode (minisode), we'll aim to clue you in a bit more on CRM.