Episode 505.  Using a Purpose-built CRM System

Show Notes In Episode 504, Will explained how to use a spreadsheet as a CRM, but in this episode, Will Bachman explains how independent consultants can set up and use a paid CRM system.  While a spreadsheet is a great place to start when setting up a CRM system as it is free, and can […]

Episode 504. Using a Spreadsheet as a CRM System

In this episode of Unleashed, Will Bachman explains how independent professionals can use a spreadsheet as their CRM system. A spreadsheet can be an effective first step before investing in a paid CRM system, and for independent professionals, the most fundamental use of a CRM spreadsheet is to keep track of the people, organizations, and […]

Episode 172: Setting up a CRM

Our guest today is David A. Fields, Umbrex member and the author of The Irresistible Consultant’s Guide to Winning Clients: 6 Steps to Unlimited Clients & Financial Freedom. In today’s episode, we discuss how to set up a CRM system for an individual consultant or boutique firm.