CRM Secrets That Boost Sales 29% | Why 70% of Businesses Fail at Data Management with Jason Kramer

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The EO Visionary Voices Podcast

Brent W. Peterson

87 episodes

1 month ago

I'm Brent Peterson from the Minnesota chapter of Entrepreneurs' Organization, and I believe every entrepreneur's journey is a marathon worth sharing. EO Visionary Voices brings you raw, honest conversations with founders who understand that building a business isn't about the sprint—it's about strategic endurance. Each episode, I sit down with EO members, startup founders, and seasoned Entrepreneurs who've learned that success comes from preparation, persistence, and the willingness to adjust mid-race. We dig into the pivots that changed everything, the mistakes that taught the most, and how these leaders use frameworks like EOS to turn complexity into clarity. You'll hear stories about balancing growth with purpose, leveraging peer learning, and building companies that can go the distance. Because entrepreneurship isn't just about crossing the finish line—it's about how you run the race. Whether you're starting mile one or approaching mile twenty-six, these conversations will give you the insights and inspiration to keep moving forward. After all, we're all in this ultramarathon together. Welcome to EO Visionary Voices—where entrepreneurs share the strategies that matter most.

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Entrepreneurship

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CRM Secrets That Boost Sales 29% | Why 70% of Businesses Fail at Data Management with Jason Kramer

The EO Visionary Voices Podcast

22 minutes

1 month ago

CRM Secrets That Boost Sales 29% | Why 70% of Businesses Fail at Data Management with Jason Kramer

Discover why nearly 70% of businesses fail at implementing their CRM and how to avoid becoming part of that statistic. Jason Kramer, founder of Cultivize and known as the "Yoda of CRM," reveals how a well-organized CRM can boost sales by 29%, generate 50% more sales-ready leads, and reduce marketing costs by 30%.

In this episode of EO Visionary Voices, Jason shares his journey from advertising designer to data expert, breaking down the essential components every business needs in their CRM system. Whether you're using HubSpot, building custom solutions, or still relying on paper files, this conversation will transform how you think about customer data.

Learn why email marketing should live inside your CRM, how to implement lead scoring to identify your hottest prospects, and why that "How did you hear about us?" dropdown could be the most valuable element on your website. Jason also shares actionable strategies for Black Friday preparation and how to leverage holiday traffic data for Q1 success.

If you're frustrated with disconnected marketing and sales efforts, struggling to prove marketing ROI, or just starting your CRM journey, this episode provides the blueprint for turning customer data into your most valuable business asset.

Key Takeaways:

The three essential components of an effective CRM system
How to bridge the gap between marketing spend and sales results
Why your accounting software isn't enough for customer management
Lead scoring strategies to prioritize high-intent buyers
How to reconnect with churned customers and increase lifetime value

Visit afterthelead.com for Jason's free fit assessment and download "The Blueprint For Lead Nurturing" ebook.

Chapters:

0:00 - Introduction to Jason Kramer
1:02 - Passion for Boating on the Hudson River
1:44 - The Free Joke Project
2:51 - Why 70% of CRM Implementations Fail
5:51 - What is a CRM? The Three Essential Components
7:40 - Why Every Business Needs a CRM
9:21 - Integrating CRM with ERP Systems
10:26 - Single Source of Truth Strategy
13:07 - Where to Start: Finding Your Customer Data
15:13 - Lead Scoring and Qualification
17:47 - Reconnecting with Past Customers
19:01 - Black Friday Preparation Strategies
20:44 - The "How Did You Hear About Us?" Secret
21:58 - Shameless Plug and Resources

For more interviews with entrepreneurs and business leaders, follow Talk Commerce: https://www.youtube.com/@talkcommerce

This has been produced in cooperation with Talk Commerce

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