Ep. 12 – A CRM has been a long time tool of the salesperson. However, often times marketers find themselves wondering if they need one. In this episode I will define what a CRM is, help you identify if you need one, and what type of CRM should you be using in your business.
Episode 12 - January 30, 2020
What is a CRM and Do You Need One?
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What You'll Learn
- A CRM defined and it’s original intended function
- The history of the CRM to help you understand why it’s relevant today for the small business owner
- How marketing automation impacted the role of the CRM
- What the “Dual-CRM” setup looks like and why it may save you money immediately
- A bold prediction about the future of the CRM for small business (a special guest appearance of the Professor of Prophecy himself…NostradamChris)
Resources Mentioned
- History of the CRM link
- Keap (formerly Infusionsoft)
- Salesforce
- Act-On
- Marketo
- Pardot
- Adobe Marketing Cloud
- Hubspot
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About the Show
On the show, Chris reveals all of his automation strategies he has learned from working in (and with) a variety of SaaS companies so you can put your business on autopilot quickly and without error.
Discover how to deploy automated marketing, sales, and onboarding systems to scale your business without working long hours to do so.
Discover how to deploy automated marketing, sales, and onboarding systems to scale your business without working long hours to do so.

Your Host
Chris L. Davis
Chris is an Electrical Engineer turned entrepreneur and the Founder of Automation Bridge. He is an international speaker, facilitator, and startup consultant that specilalizes in scaling profitable processes.
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