Pipeline Power: CRM Sales Systems for Business Owners
If you’re a small business owner, business coach, or consultant looking to optimize your sales process, close more deals, and automate your client pipeline, "Pipeline Power: CRM Sales Systems for Business Owners" is the podcast for you.
Join Mary Sue Dahill, a customer relationship management (CRM) expert and sales systems strategist, as she dives into the world of CRM-driven sales pipelines and automation. Mary Sue isn’t about generic business systems—she’s laser-focused on the tools and tactics that make your sales pipeline flow seamlessly, helping you convert leads into clients with less effort and more precision.
With years of experience helping business owners master their sales and marketing strategies, Mary Sue has seen the pitfalls and opportunities of CRM systems. Now, she’s here to share what actually works to turn your sales process into a smooth, automated revenue machine.
What You’ll Learn in Every Episode:
- Sales Pipeline Optimization: How to design, automate, and maintain a CRM pipeline that converts leads into loyal clients.
- CRM Success Secrets: The top strategies for leveraging your CRM to boost sales and save time.
- Automation Strategies for Sales: Tools and techniques to streamline follow-ups, nurture leads, and close deals faster.
- Revenue-Driving Best Practices: What to implement (and what to ditch) to make your pipeline perform like a pro.
- Real Success Stories: Insights from coaches, consultants, and small business owners who’ve mastered their CRM to scale their revenue.
Mary Sue’s mission is simple: to empower you to simplify your sales process, close more deals, and grow your revenue—without the overwhelm. Whether you're new to CRMs or looking to take your existing system to the next level, this podcast delivers actionable advice and proven strategies you can use right away.
It’s time to turn your CRM into a sales powerhouse. Subscribe to Pipeline Power: CRM Sales Systems for Business Owners and let’s build pipelines that fuel your success!
Listeners are often looking for:
- How do I automate my sales pipeline with a CRM?
- What are the best CRM strategies to increase revenue?
- How can I use a CRM to improve lead conversion?
- How do I optimize my CRM sales pipeline for better results?
- What is the best way to streamline client follow-ups with automation?
Pipeline Power: CRM Sales Systems for Business Owners
Your CRM Transition Roadmap
In today's episode, we will delve deep into the creation of a CRM transition roadmap, enabling you to streamline and declutter your systems into a unified, harmonious whole. Throughout this episode, we will explore the four fundamental steps of your CRM transition roadmap. Join us as we discuss the creation of a tech consolidation list, efficient organization of your contacts, evaluation of existing systems and automations, and the seamless integration of your website or other technologies into your new CRM. Prepare to simplify your tech stack and enjoy a smooth CRM transition. Be sure to stay tuned for practical tips and expert insights on this transformative journey. Happy planning, and may you find inspiration in this episode!
Key Takeaways:
- Transitioning to an All-in-1 CRM
- Practical Steps and Techie Topics
Quotes
"It will be a straightforward process to identify and categorize the technologies in your list as move, drop, or keep."– Mary Sue Dahill
"Maximize your contacts and be pleasantly surprised by the untapped potential for nurturing relationships."– Mary Sue Dahill
Featured in this Episode
Mary Sue Dahill
https://www.linkedin.com/in/marysuedahill
Chapters
00:00 - Introduction
00:39 - Organize apps and Tech in Nifty spreadsheet
03:26 - Prioritize apps and move, drop, or keep?
07:03 - Segment and clean up mailing list efficiently
09:38 - Filtering Invalid Addresses and Segmenting Contacts
10:49 - Prioritizing and Assessing the Need for Migration
12:09 - Integrating CRM forms onto website, sync communication
13:40 - Utilizing the Transition to Enhance Systems
15:01 - Outro