Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)
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Manage episode 266637965 series 1192009
Content provided by 4FP Agency -- Marketing for Financial Planners and 4FP Agency. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 4FP Agency -- Marketing for Financial Planners and 4FP Agency or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Oliver and Jake talk about CRM best practices for you and how you manage your prospects. Oliver is a Salesforce expert who has worked with hundreds of companies and dozens of RIAs to improve their operations and the business intelligence available to a firm's leadership team. Listen in to find out how to learn how to make improve your process and make a better experience for your clients and prospects with less time and effort. Handwrytten app - https://www.handwrytten.com/ Sendoutcards app - https://www.sendoutcards.com/app Blog post - https://digitalmarketing4fp.com/2020/07/09/learn-from-others-crm-mistakes/ Check out the 4FP Agency services - http://digitalmarketing4fp.com/services-toggle/
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36 episodes
MP3•Episode home
Manage episode 266637965 series 1192009
Content provided by 4FP Agency -- Marketing for Financial Planners and 4FP Agency. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 4FP Agency -- Marketing for Financial Planners and 4FP Agency or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Oliver and Jake talk about CRM best practices for you and how you manage your prospects. Oliver is a Salesforce expert who has worked with hundreds of companies and dozens of RIAs to improve their operations and the business intelligence available to a firm's leadership team. Listen in to find out how to learn how to make improve your process and make a better experience for your clients and prospects with less time and effort. Handwrytten app - https://www.handwrytten.com/ Sendoutcards app - https://www.sendoutcards.com/app Blog post - https://digitalmarketing4fp.com/2020/07/09/learn-from-others-crm-mistakes/ Check out the 4FP Agency services - http://digitalmarketing4fp.com/services-toggle/
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36 episodes
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