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Podcast: Power Producers Podcast
Episode: CRM 6
Description: In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck are joined by David Lefevre, Owner of SalesPWR. They discuss how to utilize your CRM for service functions in the agency.Episode Highlights:
David Lefevre mentions that HubSpot comes with a generic CRM. (1:40)
David Carothers mentions what he likes about the way the service piece is done. (3:12)
David Lefevre shares some of the ways to utilize CRM from a service aspect. (6:51)
David Lefevre mentions why it’s significant to have a certificate of insurance. (7:32)
David Lefevre shares how to ut...