In this episode we had a chat with Mandy Allen about all things CRM – what it is, all the forms it comes in and why we need it.

We discussed the basics of getting started and how it supports you in delivering the best experience you can to your greatest asset – your customers.

Mandy also shared some useful tips on preparing the way for CRM implementationincluding mapping out a clear view of the customer journey.

Who is Mandy Allen?

Mandy works for CRM Insights who offer guidance and implementation of CRM solutions – not just in choosing the right software but getting the business systems in the right place before implementation. She is always incredibly generous in sharing her wealth of knowledge on the subject with anyone who needs advice.

What we discussed with Mandy

What we mean by CRM – i.e. Customer Relationship Management
Why it’s important to take care of your data and customers and how a CRM system can support your success
About how we can go about finding the right solution for our business as everybody’s needs are different.
CRM at the different stages of your business & moving systems
The importance of mapping your customer journey to get the most out of CRM.

Resources

Connect with Mandy on LinkedIN: https://www.linkedin.com/in/mandyallen1/

Check out CRM Insights website (including their useful blog): crminsights.co.uk

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More about the hosts

Nicky Thomas is Founder of The Growth Community. A place where growth minded business people hang out to connect and help each other be more successful in business. Through enjoyable, productive fortnightly networking meetings and great onward conversations, our members and guests share knowledge and introductions and make valuable business friendships.

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James Marriott is the owner of podcast consultancy, Sound Media. With an extensive background in broadcast media, he helps people to unlock the power of podcasting to give businesses and brands an unique and strategic opportunity to connect with their audience.

Find out more on our website or connect on Linkedin.

https://wearesoundmedia.com/

https://www.linkedin.com/in/james-marriott-podcast/