61 min listen
172. David Fields on how to set up a CRM system
FromUnleashed - How to Thrive as an Independent Professional
172. David Fields on how to set up a CRM system
FromUnleashed - How to Thrive as an Independent Professional
ratings:
Length:
19 minutes
Released:
May 6, 2019
Format:
Podcast episode
Description
Our guest today is David A. Fields, Umbrex member and the author of The Irresistible Consultant's Guide to Winning Clients: 6 Steps to Unlimited Clients & Financial Freedom. In today’s episode, we discuss how to set up a CRM system for an individual consultant or boutique firm. A bit more than a year ago, I attended a training session that David led on this topic, and I set up my CRM system exactly that way he describes on this show. I’ve found the simple setup that David suggests incredibly useful, and I highly recommend it. While you can use his suggested setup with just about any program, I happen to use Pipedrive, which is the system that David uses and recommends to his clients. David has a great blog that I highly recommend - check it out and subscribe at: https://www.davidafields.com/blog/
Released:
May 6, 2019
Format:
Podcast episode
Titles in the series (100)
2. Ravi Rao, Author of Emotional Business: Using neuroscience to start your day and drive corporate culture change by Unleashed - How to Thrive as an Independent Professional