What’s Your First Step To Partner With CRM?

Summary

Voices of Search Podcast: Detailed Summary

Podcast Information

• Title: Voices of Search // A Search Engine Optimization (SEO) & Content Marketing Podcast
• Host/Author: I Hear Everything
• Episode: What’s Your First Step To Partner With CRM?
• Release Date: May 14, 2025

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Introduction The episode kicks off with a brief introduction by Taiyon Stockton, the host of Voices of Search. He sets the stage for listeners by highlighting the podcast's mission to provide actionable SEO and content marketing strategies. The introduction emphasizes the podcast's affiliation with the I Hear Everything network, which offers podcast production and growth solutions. This segment serves to establish the podcast’s credibility and purpose, though it primarily serves as a gateway to the main content.

Guest Introduction At [00:43], Tyson Stockton welcomes the audience and introduces the guest for the episode:

"My name's Tyson. And joining us today is Elliot Tsai, senior growth manager of SEO and ASO at TextNow."
— Tyson Stockton, [00:43]

Main Discussion: Partnering with CRM The core of the episode revolves around Elliot Tsai's insights on initiating partnerships with Customer Relationship Management (CRM) systems. Tyson poses a targeted question to Elliot:

"What's your plan or what's your first step in partnering with CRM?"
— Tyson Stockton, [01:08]

Elliot Tsai’s Insights Elliot delves into a strategic approach for collaborating with CRM platforms, emphasizing the importance of comprehensively understanding the user journey. His response is both detailed and practical, reflecting his expertise in SEO and growth management.

1. Understanding the User Journey

   Elliot begins by stressing the necessity of grasping the CRM's user journey:

   "My first step partnering with CRM is to understand their user journey. Because CRM, they always create different kind of template for different kind of user."
   — Elliot Tsai, [01:20]

   He explains that CRMs utilize various templates tailored to distinct user behaviors. For instance, specific user actions trigger particular email templates, ensuring personalized and relevant communication.

2. Analyzing CRM Templates and User Behaviors

   Elliot continues by highlighting the importance of dissecting these templates to comprehend the underlying user behaviors:

   "Does the user do this behavior? I sent out this email template for them. This user do ABC behavior within this."
   — Elliot Tsai, [01:35]

   By mapping out how users interact with the CRM and the corresponding templates, SEO professionals can identify patterns and preferences that inform their strategies.

3. Integrating SEO Content into CRM Templates

   After understanding the CRM's framework, Elliot discusses the integration of SEO articles into these templates to enhance the user journey:

   "From an SEO perspective, after understanding this, you actually can integrate your SEO article into their template will also make their user journey better because sometimes they only see these, they may be there's a gap like they don't see about it."
   — Elliot Tsai, [01:50]

   This integration not only enriches the content delivered to users but also ensures that SEO efforts are seamlessly embedded within the CRM's communication strategies.

4. Identifying and Addressing Content Gaps

   Elliot emphasizes the reciprocal benefits of this partnership, where both parties can identify and fill content gaps:

   "We can tell them we have this article here, create a template for this user. On the same time they can find a gap for us like our library. There's a huge gap. We don't have it. When you look through the template, you're like, I miss it. And that created for us and for them there."
   — Elliot Tsai, [02:05]

   This collaborative approach ensures a more comprehensive content library and a more effective user journey, benefiting both the SEO team and the CRM platform.

Conclusion As the episode draws to a close at [02:16], Tyson wraps up the conversation with final remarks, thanking Elliot for his valuable insights:

"Well, with that, that's going to wrap up this episode of the Voice of Search podcast. Thanks again to Elliot Tsai from TextNow for joining us."
— Tyson Stockton, [02:16]

He provides listeners with information on how to connect with Elliot and encourages them to subscribe for more SEO and content marketing knowledge. The conclusion serves as a prompt for continued engagement, ensuring that the audience can easily access additional resources and future episodes.

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Key Takeaways

• Initial Step in CRM Partnership: Prioritize understanding the CRM's user journey and the various templates they employ for different user behaviors.
• Strategic Content Integration: Seamlessly incorporate SEO articles into CRM templates to enhance the user experience and bridge content gaps.
• Collaborative Content Development: Utilize partnerships to identify and fill voids in content libraries, benefiting both the SEO strategy and the CRM’s offerings.

Notable Quotes

• “My first step partnering with CRM is to understand their user journey. Because CRM, they always create different kind of template for different kind of user.”
  — Elliot Tsai, [01:20]

• “From an SEO perspective, after understanding this, you actually can integrate your SEO article into their template will also make their user journey better...”
  — Elliot Tsai, [01:50]

• “We can tell them we have this article here, create a template for this user...”
  — Elliot Tsai, [02:05]

Final Thoughts This episode of Voices of Search provides a concise yet comprehensive look into the strategic steps involved in partnering with CRM systems from an SEO perspective. Elliot Tsai’s expertise offers valuable insights into enhancing user journeys and optimizing content strategies through effective collaboration with CRM platforms. For SEO professionals and content marketers seeking actionable strategies, this episode serves as a foundational guide to leveraging CRM partnerships for organic growth.

Transcript

[A]

The Voices of Search Podcast is a proud member of the I Hear Everything Podcast network. Looking to launch or scale your podcast, I Hear Everything delivers podcast production, growth and monetization solutions that transform your words into profit. Ready to give your brand a voice then visit iheareverything.com welcome to the Voices of Search Podcast. A member of the I Hear Everything Podcast network, ready to expedite your company's organic growth efforts. Sit back, relax, and get ready for your daily dose of search engine optimization wisdom. Here's today's host of the Voices of Search podcast, Tyson Stockton.

[B]

This is the Voice of Search podcast. My name's Tyson. And joining us today is Elliot Tsai, senior growth manager of SEO and ASO at TextNow. Coming up to kind of last portion here, we're going to go into the lightning round. All right, so next, one game plan. What's your plan or what's your first step in partnering with CRM?

[C]

My first step partnering with CRM is to understand their user journey. Because CRM, they always create different kind of template for different kind of user. Like does the user do this behavior? I sent out this email template for them. This user do ABC behavior within this. So that's the first thing understand what template they have and what kind of user journey they're trying to fit. And the reason why is the first step to understand this is you understand what they're doing, you understand how did they look through their user journey flow and that you know what kind of messaging they're sending out. From an SEO perspective, after understanding this, you actually can. Integrating your SEO article into their template will also make their user journey better because sometimes they only see these, they may be there's a gap like they don't see about it. We can tell them we have this article here, create a template for this user. On the same time they can find a gap for us like our library. There's a huge gap. We don't have it. When you look through the template, you're like, I miss it. And that created for us and for them there.

[B]

Well, with that, that's going to wrap up this episode of the Voice of Search podcast. Thanks again to Elliot Tsai from TextNow for joining us. If you'd like to get in contact with Elliot, you can find link to his LinkedIn profile in the show notes or go on over and check out his company's [e-mail] if you haven't subscribed yet and you want a daily stream of SEO and content marketing knowledge, be sure to hit that subscribe button in your podcast or like and subscribe on YouTube and we'll be in your feed in the next following day. So that's it and that's all for today. Thanks for stopping by the Voice of Search podcast and we will see you on the next episode.