Making money while you sleep: why a CRM system is vital for any business that wants to scale

Making money while you sleep: why a CRM system is vital for any business that wants to scale In this episode, Gary talks about how a CRM system can take your business to the next level and the 5 key areas to focus on when implementing it. Gary speaks on the CRM system we use and how it has changed the business and how he can help you do the same in yours. If you like this episode, please leave a rating and review and we will see you on the next one. What is Covered: Lead Management in your business. I built my business on excel spreadsheets at first… In 2016, I tried to develop my own CRM system. E-Keeper is what I am using and teaching because it does everything, I need it to do! Customer, Relationship. Management – CRM. Having a sales process that is consistent. Track simple tasks so nothing gets forgotten. Email templates for ese and consistency. Easy diary management. Easy for the team to connect and interact with other diaries for the business to run smoothly when you are out of the office. Track your clients, team and diary all in one place. Channels Visit Financial PRO website www.financial-pro.com   Follow Gary Das on Facebook and Instagram

Om Podcasten

Welcome to The PRO Podcast, where Gary Das and a diverse range of experts share the blueprint for excellence in life and business. We're more than a podcast; we're a community dedicated to mastery in personal and professional growth, aiming for success in all areas of life. You’ll find real stories, actionable advice, and a wealth of insights inspiring you to achieve peak performance - mentally, physically, and financially. The PRO Podcast is your ultimate guide to building a business, income, and lifestyle you love through generating leads, increasing sales, maximising profit, and building wealth. Our episodes range from in-depth interviews with thought leaders across various industries to interactive Q&A sessions and workshops, ensuring valuable learning for every listener. The PRO Podcast isn't just about becoming the best in your field; it's about redefining success on your terms. “Remember, now is the time to become PRO!” Subscribe to The PRO Podcast today - where becoming a professional is just the beginning, and discover the endless possibilities of where your personal and professional journey can take you.