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# 44 How to Use a CRM for Small Business Growth

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Manage episode 508026846 series 3479072
Content provided by Cal Wilder. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cal Wilder 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.

Running a business with scattered spreadsheets and one-off emails makes growth harder than it needs to be. In this episode of Empowering Healthy Business, host Calvin Wilder sits down with Jason Kramer of Cultivize to unpack how small businesses can use a CRM to bring order, consistency, and measurable results to sales and marketing.

You’ll hear practical ways to:

  • Build a repeatable sales process that doesn’t depend on memory
  • Use data to prioritize leads and focus on quality over quantity
  • Track marketing ROI without guesswork
  • Start simple with phased CRM adoption—and avoid common pitfalls

Whether you’re still managing leads in Excel or ready to scale with automation, this conversation breaks CRM down into clear, actionable steps you can use right away.

Listen now and learn how a CRM can become one of the simplest levers for growth in your business.

Send us a text

Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

Thanks for listening!
Host Cal Wilder can be reached at:
[email protected]
https://www.linkedin.com/in/calvinwilder/

  continue reading

Chapters

1. Introduction to Marketing and Sales Evolution (00:00:00)

2. CRM Systems as Virtual Sales Assistants (00:06:02)

3. Cultivize: Systemizing Business Processes (00:14:41)

4. Lessons from Owning a Business (00:22:42)

5. Tracking Marketing ROI with Data (00:29:10)

6. When Your Business Needs a CRM (00:36:08)

44 episodes

Artwork
iconShare
 
Manage episode 508026846 series 3479072
Content provided by Cal Wilder. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cal Wilder 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.

Running a business with scattered spreadsheets and one-off emails makes growth harder than it needs to be. In this episode of Empowering Healthy Business, host Calvin Wilder sits down with Jason Kramer of Cultivize to unpack how small businesses can use a CRM to bring order, consistency, and measurable results to sales and marketing.

You’ll hear practical ways to:

  • Build a repeatable sales process that doesn’t depend on memory
  • Use data to prioritize leads and focus on quality over quantity
  • Track marketing ROI without guesswork
  • Start simple with phased CRM adoption—and avoid common pitfalls

Whether you’re still managing leads in Excel or ready to scale with automation, this conversation breaks CRM down into clear, actionable steps you can use right away.

Listen now and learn how a CRM can become one of the simplest levers for growth in your business.

Send us a text

Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

Thanks for listening!
Host Cal Wilder can be reached at:
[email protected]
https://www.linkedin.com/in/calvinwilder/

  continue reading

Chapters

1. Introduction to Marketing and Sales Evolution (00:00:00)

2. CRM Systems as Virtual Sales Assistants (00:06:02)

3. Cultivize: Systemizing Business Processes (00:14:41)

4. Lessons from Owning a Business (00:22:42)

5. Tracking Marketing ROI with Data (00:29:10)

6. When Your Business Needs a CRM (00:36:08)

44 episodes

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