{"id":95,"date":"2020-05-31T20:00:00","date_gmt":"2020-05-31T20:00:00","guid":{"rendered":"https:\/\/lisabruton.com.au\/?p=95"},"modified":"2021-03-12T16:57:09","modified_gmt":"2021-03-12T16:57:09","slug":"crm-tips","status":"publish","type":"post","link":"https:\/\/lisabruton.com.au\/?p=95","title":{"rendered":"Choosing the right CRM for your business with Zoe Taylor"},"content":{"rendered":"<p class=\"\" style=\"white-space:pre-wrap;\">Zo\u00eb is a tech-obsessed VA dedicated to helping business owners like you take back your time and automate those mundane daily tasks.<\/p>\n<p><iframe loading=\"lazy\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/14490107\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/backward\/render-playlist\/no\/custom-color\/b65657\/\" height=\"90\" width=\"100%\" scrolling=\"no\" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe><\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\"><strong>On today&#8217;s episode of the Taking Action podcast I&#8217;m chatting with customer relationship expert Zoe<\/strong><\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\">Zoe proves that she\u2019s the perfect example of an \u201caccidental entrepreneur\u201d as she shares her journey from theater student to marketing extraordinaire. While still a student, she got her first job handling her school\u2019s email marketing activities using the CRM platform Ontraport. She was immediately drawn to the challenges of working \u201cbehind-the-scenes\u201d as opposed to being on the stage itself, and never looked back.<\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\">Zoe began her side hustle almost two years ago and today, she\u2019s her own boss\u2014but it wasn\u2019t a smooth ride. The number one obstacle that Zoe had to overcome was the mindset she grew up with around money. At the beginning of her career, she would take a nonchalant, \u201cno worries\u201d approach to fulfilling jobs for clients. While she jokes that her being Australian is the reason for this easygoing attitude, she explains how it actually caused her to undervalue her time and expertise. By simply making a conscious effort to use more deliberate language when communicating with clients, Zoe was able to justify (even if only to herself) that she\u2019s worth the time and money that she\u2019s being paid.<\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\">Asked about the ideal customer experience, Zoe says that it\u2019s all a matter of making the transaction \u201cas clean and as easy as possible.\u201d This means whittling your process down to the fewest steps you can, from your client \u201cfinding you to paying you.\u201d&nbsp;<\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\">Zoe gives a brief description on Customer Relationship Management (CRM) systems. She defines it as your company\u2019s one-stop shop for staying connected to and managing your customers and prospects. In her own words, \u201cIt\u2019s pretty much that one place for all of your clients, leads, and subscribers to live and any information that is relevant to them will stick to their contact. You never have to go into all those spreadsheets and you never have to check back through your sent emails because all of that information is stored in the one place on the contact in the CRM.\u201d<\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\">Listen in and learn about the best CRM platforms to invest in today, and how to provide top-notch experiences that will have customers coming back to you again and again. We would love to hear your thoughts and any questions you may have can go right here in the comments! Enjoy!&nbsp;<\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\"><strong>Let\u2019s dig into the highlights!<\/strong><\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\">About Zoe, her story and her business [1.07]<\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\">Mindset shifts that Zoe had to undergo as a budding entrepreneur [4.19]<\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\">Actionable tips to create the perfect customer journey [6.45]<\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\">A primer on CRMs and which platforms to consider using for your company [11.34]<\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\">Zoe\u2019s step-by-step process for converting leads [16.46]<\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\">Strategies for creating \u201cabove and beyond\u201d experiences for your clients [21.33]<\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\">Zoe\u2019s favorite marketing tools [24.08]<\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\">Where to learn more from Zoe [26.11]<\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\"><strong>Links Mentioned:<\/strong><\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\"><a href=\"https:\/\/www.zoetaylor.co\">Zoe\u2019s website<\/a><\/p>\n<p class=\"\" style=\"white-space:pre-wrap;\"><a href=\"https:\/\/instagram.com\/zoetaylor.co\">Zoe\u2019s instagram<\/a><\/p>\n<div class=\"sqs-block-button-container--center\" data-animation-role=\"button\" data-alignment=\"center\" data-button-size=\"small\">\n\t<a href=\"https:\/\/open.spotify.com\/show\/2zFNU9tejKhXZ7iOFk1o4O?si=L6v6F-vlTLye97OBeKpOtg\" class=\"sqs-block-button-element--small sqs-block-button-element\" >Spotify<\/a>\n<\/div>\n<div class=\"sqs-block-button-container--center\" data-animation-role=\"button\" data-alignment=\"center\" data-button-size=\"small\">\n\t<a href=\"https:\/\/podcasts.apple.com\/au\/podcast\/taking-action\/id1500680426\" class=\"sqs-block-button-element--small sqs-block-button-element\" >Apple Podcasts<\/a>\n<\/div>\n<p>&nbsp;<\/p>\n<div class=\"sqs-block-button-container--center\" data-animation-role=\"button\" data-alignment=\"center\" data-button-size=\"medium\">\n\t<a href=\"https:\/\/www.profitableschedule.com\/free\" class=\"sqs-block-button-element--medium sqs-block-button-element\" >FREE WORKSHOP: How to transition to a Profit Focused Schedule without task switching, long nights and never-ending to do lists -><\/a>\n<\/div>\n<h1 style=\"text-align:center;white-space:pre-wrap;\"><a href=\"https:\/\/www.pinterest.com\/withhannahmurphy\">Pin for later<\/a><\/h1>\n<div\n        class=\"\n          image-block-outer-wrapper\n          layout-caption-hidden\n          design-layout-inline\n          combination-animation-none\n          individual-animation-none\n          individual-text-animation-none\n        \"\n        data-test=\"image-block-inline-outer-wrapper\"\n    ><\/p>\n<figure\n            class=\"\n              sqs-block-image-figure\n              intrinsic\n            \"\n            style=\"max-width:1080px;\"\n        ><\/p>\n<div\n              \n                style=\"padding-bottom:177.7777862548828%;\"\n              \n              class=\"\n                image-block-wrapper\n                \n          \n        \n                has-aspect-ratio\n              \"\n              data-animation-role=\"image\"\n              \n  \n\n          ><br \/>\n            <noscript><img decoding=\"async\" src=\"https:\/\/lisabruton.com.au\/wp-content\/uploads\/2020\/05\/image-asset.png\" alt=\"Taking Action Podcast | Choosing the right CRM for your business with Zoe Taylor | With Hannah Murphy #businesstips #growyourbusiness #productivity\" \/><\/noscript><img decoding=\"async\" class=\"thumb-image\" src=\"https:\/\/lisabruton.com.au\/wp-content\/uploads\/2020\/05\/image-asset.png\" data-image=\"https:\/\/lisabruton.com.au\/wp-content\/uploads\/2020\/05\/image-asset.png\" data-image-dimensions=\"1080x1920\" data-image-focal-point=\"0.5,0.5\" alt=\"Taking Action Podcast | Choosing the right CRM for your business with Zoe Taylor | With Hannah Murphy #businesstips #growyourbusiness #productivity\" data-load=\"false\" data-image-id=\"5f3f366cda3fc12bce1c5600\" data-type=\"image\" \/>\n          <\/div>\n<\/figure><\/div>\n<div\n        class=\"\n          image-block-outer-wrapper\n          layout-caption-hidden\n          design-layout-inline\n          combination-animation-none\n          individual-animation-none\n          individual-text-animation-none\n        \"\n        data-test=\"image-block-inline-outer-wrapper\"\n    ><\/p>\n<figure\n            class=\"\n              sqs-block-image-figure\n              intrinsic\n            \"\n            style=\"max-width:1080px;\"\n        ><\/p>\n<div\n              \n                style=\"padding-bottom:177.7777862548828%;\"\n              \n              class=\"\n                image-block-wrapper\n                \n          \n        \n                has-aspect-ratio\n              \"\n              data-animation-role=\"image\"\n              \n  \n\n          ><br \/>\n            <noscript><img decoding=\"async\" src=\"https:\/\/lisabruton.com.au\/wp-content\/uploads\/2020\/05\/image-asset-1.png\" alt=\"Taking Action Podcast | Choosing the right CRM for your business with Zoe Taylor | With Hannah Murphy #businesstips #growyourbusiness #productivity\" \/><\/noscript><img decoding=\"async\" class=\"thumb-image\" src=\"https:\/\/lisabruton.com.au\/wp-content\/uploads\/2020\/05\/image-asset-1.png\" data-image=\"https:\/\/lisabruton.com.au\/wp-content\/uploads\/2020\/05\/image-asset-1.png\" data-image-dimensions=\"1080x1920\" data-image-focal-point=\"0.5,0.5\" alt=\"Taking Action Podcast | Choosing the right CRM for your business with Zoe Taylor | With Hannah Murphy #businesstips #growyourbusiness #productivity\" data-load=\"false\" data-image-id=\"5f3f366f507fa636b2171b41\" data-type=\"image\" \/>\n          <\/div>\n<\/figure><\/div>\n<div\n        class=\"\n          image-block-outer-wrapper\n          layout-caption-hidden\n          design-layout-inline\n          combination-animation-none\n          individual-animation-none\n          individual-text-animation-none\n        \"\n        data-test=\"image-block-inline-outer-wrapper\"\n    ><\/p>\n<figure\n            class=\"\n              sqs-block-image-figure\n              intrinsic\n            \"\n            style=\"max-width:1080px;\"\n        ><\/p>\n<div\n              \n                style=\"padding-bottom:177.7777862548828%;\"\n              \n              class=\"\n                image-block-wrapper\n                \n          \n        \n                has-aspect-ratio\n              \"\n              data-animation-role=\"image\"\n              \n  \n\n          ><br \/>\n            <noscript><img decoding=\"async\" src=\"https:\/\/lisabruton.com.au\/wp-content\/uploads\/2020\/05\/image-asset-2.png\" alt=\"Taking Action Podcast | Choosing the right CRM for your business with Zoe Taylor | With Hannah Murphy #businesstips #growyourbusiness #productivity\" \/><\/noscript><img decoding=\"async\" class=\"thumb-image\" src=\"https:\/\/lisabruton.com.au\/wp-content\/uploads\/2020\/05\/image-asset-2.png\" data-image=\"https:\/\/lisabruton.com.au\/wp-content\/uploads\/2020\/05\/image-asset-2.png\" data-image-dimensions=\"1080x1920\" data-image-focal-point=\"0.5,0.5\" alt=\"Taking Action Podcast | Choosing the right CRM for your business with Zoe Taylor | With Hannah Murphy #businesstips #growyourbusiness #productivity\" data-load=\"false\" data-image-id=\"5f3f36701aac2871be0a1ca4\" data-type=\"image\" \/>\n          <\/div>\n<\/figure><\/div>\n","protected":false},"excerpt":{"rendered":"<p class=\"\"> Choosing the right CRM for your business with Zoe Taylor<\/p>\n","protected":false},"author":3,"featured_media":536,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-95","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcast"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v16.0.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Choosing the right CRM for your business with Zoe Taylor - Christian Peterson Site<\/title>\n<link rel=\"canonical\" href=\"https:\/\/lisabruton.com.au\/?p=95\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Choosing the right CRM for your business with Zoe Taylor - Christian Peterson Site\" \/>\n<meta property=\"og:description\" content=\"Choosing the right CRM for your business with Zoe Taylor\" \/>\n<meta property=\"og:url\" content=\"https:\/\/lisabruton.com.au\/?p=95\" \/>\n<meta property=\"og:site_name\" content=\"Christian Peterson Site\" \/>\n<meta property=\"article:published_time\" content=\"2020-05-31T20:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-03-12T16:57:09+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\">\n\t<meta name=\"twitter:data1\" content=\"3 minutes\">\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/lisabruton.com.au\/#website\",\"url\":\"https:\/\/lisabruton.com.au\/\",\"name\":\"Christian Peterson Site\",\"description\":\"Your SUPER-powered WP Engine Site\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":\"https:\/\/lisabruton.com.au\/?s={search_term_string}\",\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/lisabruton.com.au\/?p=95#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/lisabruton.com.au\/wp-content\/uploads\/2020\/12\/Copy-of-IMG_9196-2.jpg\",\"width\":667,\"height\":1000},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/lisabruton.com.au\/?p=95#webpage\",\"url\":\"https:\/\/lisabruton.com.au\/?p=95\",\"name\":\"Choosing the right CRM for your business with Zoe Taylor - Christian Peterson Site\",\"isPartOf\":{\"@id\":\"https:\/\/lisabruton.com.au\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/lisabruton.com.au\/?p=95#primaryimage\"},\"datePublished\":\"2020-05-31T20:00:00+00:00\",\"dateModified\":\"2021-03-12T16:57:09+00:00\",\"author\":{\"@id\":\"https:\/\/lisabruton.com.au\/#\/schema\/person\/dc28fb512e6ec37c2a0b62bf9c0dcf3f\"},\"breadcrumb\":{\"@id\":\"https:\/\/lisabruton.com.au\/?p=95#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/lisabruton.com.au\/?p=95\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/lisabruton.com.au\/?p=95#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"item\":{\"@type\":\"WebPage\",\"@id\":\"https:\/\/lisabruton.com.au\/\",\"url\":\"https:\/\/lisabruton.com.au\/\",\"name\":\"Home\"}},{\"@type\":\"ListItem\",\"position\":2,\"item\":{\"@type\":\"WebPage\",\"@id\":\"https:\/\/lisabruton.com.au\/?p=95\",\"url\":\"https:\/\/lisabruton.com.au\/?p=95\",\"name\":\"Choosing the right CRM for your business with Zoe Taylor\"}}]},{\"@type\":\"Person\",\"@id\":\"https:\/\/lisabruton.com.au\/#\/schema\/person\/dc28fb512e6ec37c2a0b62bf9c0dcf3f\",\"name\":\"Hannah Murphy\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/lisabruton.com.au\/#personlogo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/d5241fe17a420031342fb6cc3520dcba9257cd5741bc1897b3369df9ccd1a587?s=96&d=mm&r=g\",\"caption\":\"Hannah Murphy\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","_links":{"self":[{"href":"https:\/\/lisabruton.com.au\/index.php?rest_route=\/wp\/v2\/posts\/95","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/lisabruton.com.au\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/lisabruton.com.au\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/lisabruton.com.au\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/lisabruton.com.au\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=95"}],"version-history":[{"count":0,"href":"https:\/\/lisabruton.com.au\/index.php?rest_route=\/wp\/v2\/posts\/95\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/lisabruton.com.au\/index.php?rest_route=\/wp\/v2\/media\/536"}],"wp:attachment":[{"href":"https:\/\/lisabruton.com.au\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=95"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/lisabruton.com.au\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=95"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/lisabruton.com.au\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=95"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}