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First Principles Software Implementation In Your Agency, With Henrik Becker

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Manage episode 462374082 series 2820836
Content provided by Marcel Petitpas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marcel Petitpas 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.

Points of Interest

  • 00:51 – 01:29 – Introduction to Henrik Becker: Marcel introduces Henrik Becker, an expert in agency coaching, EOS implementation, and CRM systems, now leading Rev Hops to improve agency sales and marketing systems.
  • 01:30 – 02:13 – Henrik’s Career Journey: Henrik details his evolution from systematic marketing in 2010 to specializing in CRM platforms like Salesforce and HubSpot, emphasizing management systems for success.
  • 03:42 – 04:48 – Aligning CRM with Operations: Marcel and Henrik stress that CRMs and operational tools should address fundamental business issues, adopting a first-principles approach to technology.
  • 04:49 – 07:04 – Common CRM Problems: Henrik identifies signs of ineffective CRM use, such as Excel dependency, poor adoption, and data inaccuracies, which undermine sales and marketing efforts.
  • 09:18 – 11:24 – CRM Implementation is a Process, Not an Event: CRM implementation requires ongoing adjustments as the business evolves, rather than being treated as a one-time project.
  • 11:25 – 13:16 – Steps for a Successful CRM Setup: Henrik outlines a structured CRM setup approach: align on the problem, document processes, define requirements, design solutions, and implement incrementally.
  • 16:06 – 18:24 – Focus on Simplicity and Quick Wins: Starting with a simplified CRM setup to deliver quick wins builds momentum, avoiding over-engineered systems.
  • 18:25 – 20:42 – Avoiding Operational Complexity: Henrik and Marcel advise against overly complex systems, advocating for implementations aligned with team capabilities.
  • 20:43 – 23:08 – Agile vs. Waterfall in CRM Implementation: Henrik critiques improper Agile usage in CRM projects, recommending clear planning and incremental adjustments over chaotic trial-and-error.
  • 23:09 – 25:13 – Adapting to Change: Successful CRM implementations require regular updates to keep systems relevant and aligned with business evolution.
  • 29:24 – 32:08 – Marcel’s Choice to Build at Scale: Marcel shares his decision to scale Parakeeto, balancing cash flow, risk, and long-term enterprise value.
  • 36:06 – 38:54 – Final Words of Advice: Henrik emphasizes prioritizing processes, accountability, and alignment before choosing or changing a CRM system, as software is secondary to clear operations.

Show Notes

Love the Podcast

Leave us a review here.

  continue reading

180 episodes

Artwork
iconShare
 
Manage episode 462374082 series 2820836
Content provided by Marcel Petitpas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marcel Petitpas 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.

Points of Interest

  • 00:51 – 01:29 – Introduction to Henrik Becker: Marcel introduces Henrik Becker, an expert in agency coaching, EOS implementation, and CRM systems, now leading Rev Hops to improve agency sales and marketing systems.
  • 01:30 – 02:13 – Henrik’s Career Journey: Henrik details his evolution from systematic marketing in 2010 to specializing in CRM platforms like Salesforce and HubSpot, emphasizing management systems for success.
  • 03:42 – 04:48 – Aligning CRM with Operations: Marcel and Henrik stress that CRMs and operational tools should address fundamental business issues, adopting a first-principles approach to technology.
  • 04:49 – 07:04 – Common CRM Problems: Henrik identifies signs of ineffective CRM use, such as Excel dependency, poor adoption, and data inaccuracies, which undermine sales and marketing efforts.
  • 09:18 – 11:24 – CRM Implementation is a Process, Not an Event: CRM implementation requires ongoing adjustments as the business evolves, rather than being treated as a one-time project.
  • 11:25 – 13:16 – Steps for a Successful CRM Setup: Henrik outlines a structured CRM setup approach: align on the problem, document processes, define requirements, design solutions, and implement incrementally.
  • 16:06 – 18:24 – Focus on Simplicity and Quick Wins: Starting with a simplified CRM setup to deliver quick wins builds momentum, avoiding over-engineered systems.
  • 18:25 – 20:42 – Avoiding Operational Complexity: Henrik and Marcel advise against overly complex systems, advocating for implementations aligned with team capabilities.
  • 20:43 – 23:08 – Agile vs. Waterfall in CRM Implementation: Henrik critiques improper Agile usage in CRM projects, recommending clear planning and incremental adjustments over chaotic trial-and-error.
  • 23:09 – 25:13 – Adapting to Change: Successful CRM implementations require regular updates to keep systems relevant and aligned with business evolution.
  • 29:24 – 32:08 – Marcel’s Choice to Build at Scale: Marcel shares his decision to scale Parakeeto, balancing cash flow, risk, and long-term enterprise value.
  • 36:06 – 38:54 – Final Words of Advice: Henrik emphasizes prioritizing processes, accountability, and alignment before choosing or changing a CRM system, as software is secondary to clear operations.

Show Notes

Love the Podcast

Leave us a review here.

  continue reading

180 episodes

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