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Sell With Authority

Leveraging Your CRM to Deliver ROI, with Jason Kramer

Oct 30, 2024
46:58

I’m excited for today’s episode of Sell With Authority because we have an incredible guest expert joining us — Jason Kramer.

If you haven’t met Jason, he’s the Founder and CEO of Cultivize, a consulting firm that helps businesses select, onboard, and implement a CRM — and then — put a lead nurturing and sales process in place so those tools deliver real ROI.

Jason breaks down critical areas that will help your agency improve sales performance — from eliminating pipeline leakage to creating a structured, repeatable sales process.

We cover the sales process end-to-end — focusing on how a properly implemented CRM can support every stage of the journey.

It’s all about ensuring that every opportunity is nurtured with precision from first contact to closed deal.

If you take and apply the insights and wisdom Jason shares with you during this episode — you and your team will 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:
  • How effective CRM systems can diagnose “pipeline leakage” — and plug the leaks
  • Strategies for tracking where new leads come from and the importance of meticulous follow-up
  • How to nurture leads with excellence leveraging personalization
  • Ways to use AI tools to enhance the personalization of your follow-up communications
  • Tips on creating a structured, repeatable sales process to keep your sales pipeline flowing smoothly

Resources:

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