CRM Secrets That Boost Sales 29% | Why 70% of Businesses Fail at Data Management with Jason Kramer
Discover why nearly 70% of businesses fail at implementing their CRM and how to avoid becoming part of that statistic. Jason Kramer, founder of Cultivize and known as the "Yoda of CRM," reveals how a well-organized CRM can boost sales by 29%, generate 50% more sales-ready leads, and reduce marketing costs by 30%.
In this episode of EO Visionary Voices, Jason shares his journey from advertising designer to data expert, breaking down the essential components every business needs in their CRM system. Whether you're using HubSpot, building custom solutions, or still relying on paper files, this conversation will transform how you think about customer data.
Learn why email marketing should live inside your CRM, how to implement lead scoring to identify your hottest prospects, and why that "How did you hear about us?" dropdown could be the most valuable element on your website. Jason also shares actionable strategies for Black Friday preparation and how to leverage holiday traffic data for Q1 success.
If you're frustrated with disconnected marketing and sales efforts, struggling to prove marketing ROI, or just starting your CRM journey, this episode provides the blueprint for turning customer data into your most valuable business asset.
Key Takeaways:
- The three essential components of an effective CRM system
- How to bridge the gap between marketing spend and sales results
- Why your accounting software isn't enough for customer management
- Lead scoring strategies to prioritize high-intent buyers
- How to reconnect with churned customers and increase lifetime value
Visit afterthelead.com for Jason's free fit assessment and download "The Blueprint For Lead Nurturing" ebook.
Chapters:
0:00 - Introduction to Jason Kramer
1:02 - Passion for Boating on the Hudson River
1:44 - The Free Joke Project
2:51 - Why 70% of CRM Implementations Fail
5:51 - What is a CRM? The Three Essential Components
7:40 - Why Every Business Needs a CRM
9:21 - Integrating CRM with ERP Systems
10:26 - Single Source of Truth Strategy
13:07 - Where to Start: Finding Your Customer Data
15:13 - Lead Scoring and Qualification
17:47 - Reconnecting with Past Customers
19:01 - Black Friday Preparation Strategies
20:44 - The "How Did You Hear About Us?" Secret
21:58 - Shameless Plug and Resources
1:02 - Passion for Boating on the Hudson River
1:44 - The Free Joke Project
2:51 - Why 70% of CRM Implementations Fail
5:51 - What is a CRM? The Three Essential Components
7:40 - Why Every Business Needs a CRM
9:21 - Integrating CRM with ERP Systems
10:26 - Single Source of Truth Strategy
13:07 - Where to Start: Finding Your Customer Data
15:13 - Lead Scoring and Qualification
17:47 - Reconnecting with Past Customers
19:01 - Black Friday Preparation Strategies
20:44 - The "How Did You Hear About Us?" Secret
21:58 - Shameless Plug and Resources
For more interviews with entrepreneurs and business leaders, follow Talk Commerce: https://www.youtube.com/@talkcommerce
This has been produced in cooperation with Talk Commerce
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