Go offline with the Player FM app!
How Smart Businesses Use CRMs, Automation, and AI—Without Getting Lost in the Hype ft. Jeff Tilley, Founder of Muncly | Ep 253
Manage episode 521395754 series 2926100
🎙In this episode of Systemize Your Success, I sit down with Jeff Tilley from muncly.com. He helps people to implement CRMs for sales and customer service and is a true expert in his field.
If you’re thinking about using a CRM or wondering what else you should be doing with your CRM, then listen to this episode before you invest and avoid making the common mistakes Jeff outlines.
We also discuss AI, how it's affecting the workforce, the myths, the hype, the scaremongering and what we're seeing day to day on the work floor.
KEY TAKEAWAYS
💡Strategic Planning Precedes Automation: Before adopting digital tools, clarify what you want to achieve. A thoughtful plan rooted in your business goals helps prevent wasted time and buying systems you don´t need yet.
💡A CRM Won´t Automatically Solve Problems: A CRM is a smart, centralised contact and communication hub that helps your business manage and nurture customer relationships at scale - but it’s only valuable if you have the right processes and people to use it.
💡Don’t Overlook Simple, Effective Tools: Sometimes the best productivity systems are low-tech, e.g., notebooks and voice recorders are powerful for capturing ideas, reflection, and organising your work.
BEST MOMENTS
10:19 - 💬 “You have to invest your time to educate yourself. And you can save a bit of your time by hiring somebody like me.” — Jeff Tilley
20:04 - 💬 “There are many good apps out there …. picking them for the right reasons, with a very clear intention and plan of what you hope to get out of it, that is more important than the actual app itself.” — Steve Day
46:03 - 💬 “I use a CRM because it has lots of these other apps which I was already using, and it allowed me to consolidate them into a single platform.” — Steve Day
TIMESTAMPED OVERVIEW
07:04 Planning is essential when introducing tech
17:55 The challenges of implementing CRMs and tech
20:02 Debate about the role of AI
42:30 When to use a CRM
53:03 Defining success
LINKS TO CONNECT WITH THE GUEST
Website: https://muncly.com/
LinkedIn: https://www.linkedin.com/in/jtihonov/
ABOUT THE GUEST
Jeff is the Founder and CEO of Muncly, described as a boutique Salesforce consultancy helping small and medium-sized businesses streamline their processes through tailored CRM and automation solutions.
Jeff combines sales, tech, and systems-thinking to offer clients structured workflows, process documentation, and efficiently implemented technology—precisely the kind of systems-driven delegation mindset your audience appreciates.
LINKS TO CONNECT WITH THE HOST
Podcast: https://www.systemizeyoursuccess.com
Website: https://systemsandoutsourcing.com/
Facebook Group: https://facebook.com/groups/systemsandoutsourcing/
LinkedIn: https://linkedin.com/company/systemsandoutsourcing/
YouTube: https://youtube.com/@drsteveday42
ABOUT THE HOST
Steve moved to Sweden in 2015 and transformed how he ran his businesses—switching to a fully remote model. A former NHS doctor, with a background in computing and property investing, he now helps overwhelmed business owners systemise and outsource effectively. Through his courses and coaching, Steve teaches how to automate operations and work with affordable virtual assistants, freeing up time and increasing profits. He runs his UK-based businesses remotely with support from a team of UK and Filipino VAs, and is passionate about helping others build scalable, stress-free companies using smart systems and virtual support.
This Podcast has been brought to you by Disruptive Media https://disruptivemedia.co.uk/
253 episodes
Manage episode 521395754 series 2926100
🎙In this episode of Systemize Your Success, I sit down with Jeff Tilley from muncly.com. He helps people to implement CRMs for sales and customer service and is a true expert in his field.
If you’re thinking about using a CRM or wondering what else you should be doing with your CRM, then listen to this episode before you invest and avoid making the common mistakes Jeff outlines.
We also discuss AI, how it's affecting the workforce, the myths, the hype, the scaremongering and what we're seeing day to day on the work floor.
KEY TAKEAWAYS
💡Strategic Planning Precedes Automation: Before adopting digital tools, clarify what you want to achieve. A thoughtful plan rooted in your business goals helps prevent wasted time and buying systems you don´t need yet.
💡A CRM Won´t Automatically Solve Problems: A CRM is a smart, centralised contact and communication hub that helps your business manage and nurture customer relationships at scale - but it’s only valuable if you have the right processes and people to use it.
💡Don’t Overlook Simple, Effective Tools: Sometimes the best productivity systems are low-tech, e.g., notebooks and voice recorders are powerful for capturing ideas, reflection, and organising your work.
BEST MOMENTS
10:19 - 💬 “You have to invest your time to educate yourself. And you can save a bit of your time by hiring somebody like me.” — Jeff Tilley
20:04 - 💬 “There are many good apps out there …. picking them for the right reasons, with a very clear intention and plan of what you hope to get out of it, that is more important than the actual app itself.” — Steve Day
46:03 - 💬 “I use a CRM because it has lots of these other apps which I was already using, and it allowed me to consolidate them into a single platform.” — Steve Day
TIMESTAMPED OVERVIEW
07:04 Planning is essential when introducing tech
17:55 The challenges of implementing CRMs and tech
20:02 Debate about the role of AI
42:30 When to use a CRM
53:03 Defining success
LINKS TO CONNECT WITH THE GUEST
Website: https://muncly.com/
LinkedIn: https://www.linkedin.com/in/jtihonov/
ABOUT THE GUEST
Jeff is the Founder and CEO of Muncly, described as a boutique Salesforce consultancy helping small and medium-sized businesses streamline their processes through tailored CRM and automation solutions.
Jeff combines sales, tech, and systems-thinking to offer clients structured workflows, process documentation, and efficiently implemented technology—precisely the kind of systems-driven delegation mindset your audience appreciates.
LINKS TO CONNECT WITH THE HOST
Podcast: https://www.systemizeyoursuccess.com
Website: https://systemsandoutsourcing.com/
Facebook Group: https://facebook.com/groups/systemsandoutsourcing/
LinkedIn: https://linkedin.com/company/systemsandoutsourcing/
YouTube: https://youtube.com/@drsteveday42
ABOUT THE HOST
Steve moved to Sweden in 2015 and transformed how he ran his businesses—switching to a fully remote model. A former NHS doctor, with a background in computing and property investing, he now helps overwhelmed business owners systemise and outsource effectively. Through his courses and coaching, Steve teaches how to automate operations and work with affordable virtual assistants, freeing up time and increasing profits. He runs his UK-based businesses remotely with support from a team of UK and Filipino VAs, and is passionate about helping others build scalable, stress-free companies using smart systems and virtual support.
This Podcast has been brought to you by Disruptive Media https://disruptivemedia.co.uk/
253 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.