How to select the right CRM for your agency, with Erik Jensen

Episode 121

This episode is going to be one of those episodes where you ask yourself… “What in the world was that!?! – because that was ridiculously fun and super helpful!”

My guest expert today is Erik Jensen. In case you’re meeting Erik for the first time — he’s my business partner here at Predictive ROI, and we’ve worked alongside each other for well over a decade.

Erik has a depth of expertise in helping agency owners go deep into their niche to build their authority position — and then — monetize that position in the form of a steady stream of right-fit clients flowing into their sales pipelines so they can sell more of what they do.

If you’re a Predictive client — or if you’ve been a member of our community for a while now — you may also know that one of Erik’s superpowers is system design — and in particular — CRMs — so think all things email marketing, content, process automation, workflows, and e-commerce.

When Erik and I were thinking about him coming back to the podcast for another conversation — we explored the idea of focusing our time together around CRMs — and, in particular — how putting the right strategy and tech into practice inside your shop could help you streamline biz dev and ops — and in the process — help you sell more of what you do.

If you’ve ever considered or questioned how the right CRM — combined with the right automation — might help you and your team grow your audience, nurture leads, and increase sales — while streamlining processes and workflows — then this conversation with Erik is for you.

I promise you — if you take and apply the insights, wisdom, and expertise Erik shares during this episode — you and your team will find new ways to streamline biz dev and ops inside your shop so that you have the capacity to sell more of what you do.

A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30 days. You can find Conduit and all their helpful insights and smarts here.

What you will learn in this episode:

• What is the difference between CRMs and email marketing automation platforms?
• What are the top 3 questions Erik is asked when it comes to CRMs or email/marketing automation?
• How could an agency owner and their team tell if or when they should consider moving from a MailChimp or Constant Contact to a CRM like Keap, Hubspot, GoHighLevel?
• When Erik was evaluating all of the CRMs when choosing one for Predictive — what features and criteria were important to consider?
• Why is Erik a fan of Keap’s automation builder?
• If you’re considering onboarding a CRM — what would Erik recommend as your initial three action steps to start down that path?

Download our Free Frameworks to Help You Sell More of What You Do:

• Get the WHO Framework™: Replace your dry sales pipeline with a steady stream of right-fit clients.
• Get the WHAT Framework™: Design your irresistible offer and sell it for a premium-priced fee.
• Get the HOW Framework™: Put a proven sales process into place and close 80% of your proposals.
• Get the How You Help Framework™: Use this framework to make yourself an easy YES! for clients.

Resources:

• Website: www.predictiveroi.com
• Visit our newly expanded Resource Library
• Join us in our free How to Fill Your Sales Pipeline Facebook Group
• Stephen’s LinkedIn: www.linkedin.com/in/stephenwoessner/
• Order your free paperback or Kindle copy of our Book: Sell with Authority