Mastering CRM's to Optimize Your Sales in 2023 with Kasey Luft of Clientric CRM Consulting

On today’s episode, Mike has on Kasey Luft of Clientric CRM Consulting. As a business owner, you need to know your business inside & out. Kasey saw businesses making the same mistakes over and over again. He realized businesses can thrive with the proper processes, and the best way to do this is by streamlining and automating the sales process. Today Mike & Kasey talk about optimizing CRM’s, leveraging your CRM to reflect into your business, what do you want to know about your business, mastering your CRM, and getting your team on board with your CRM! Kasey also shares with us the top 3 things to look for when choosing a CRM platform! 

Mike & Kasey talk on optimizing your business on 2023 and how a CRM might be the move for your business to level up! 

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2:00 - Why Do You Need a CRM for Your Business?
3:10 3 Things to Help You Pink the Right CRM for Your Business
4:56 - Can a CRM Increase Your Closing Percentage?
7:10 - Setting Your CRM for the Future of Your Business
8:12 - Knowing How to Build Your CRM to Work for Your Business
9:30 - Transferring your CRM's Data from one to Another
12:50 - What to Ask Your CRM Rep
15:10 - Data Security
17:38 - Knowing What TYPE of CRM will Work for You
22:12 - Knowing the Security Function of your CRM
26:30 - Investment into Your CRM
28:40 - 1 Thing You can do to Your CRM to Optimize it