Work The System

CRM—Running Your Business through Excel Is No Longer an Option

June 24, 2020

Are you looking for ways to more efficiently manage your leads and therefore increase sales? In this episode, Resa Gooding, a prestigious HubSpot Platinum Partner, explains why all businesses can benefit from switching to a CRM. Based in Israel, Resa has over 12 years of agency experience assisting businesses of all types with marketing automation. She is an expert at analyzing the processes and systems related to lead management, and excels at helping companies restructure their lead capture and management systems for greater profit. Her clients include traditional companies that tend to be less tech savvy, as well as startups.

In this episode we discuss:

● Why it’s time to upgrade from Excel or Google Sheets to a CRM.

● The advantages of HubSpot and how their CRM can help you learn more about your leads.

● Basic data points that can automatically be appended to a lead in a CRM system such as HubSpot.

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