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How to Fix a Broken Sales Process with Dean Nolley

July 21, 2025 by John Ray

How to Fix a Broken Sales Process with Dean Nolley, on North Fulton Business Radio with host John Ray
North Fulton Business Radio
How to Fix a Broken Sales Process with Dean Nolley
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How to Fix a Broken Sales Process with Dean Nolley, on North Fulton Business Radio with host John Ray

How to Fix a Broken Sales Process with Dean Nolley (North Fulton Business Radio, Episode 886)

Many business owners know something is off in their sales, but they wait until growth stalls or declines before seeking help. By then, the problems have usually deepened. In this episode of North Fulton Business Radio, host John Ray sits down with Dean Nolley, founder of Sales Growth Imagination, to explore how companies can rebuild their sales process before it’s too late.

Dean shares the patterns he sees across B2B companies of all sizes: missing sales structure, underused CRMs, founder bottlenecks, and a lack of meaningful sales activity tracking. He explains why a solid sales process is not just a set of steps but a system that connects strategy, people, and technology in a way that supports long-term growth.

Dean also breaks down what makes a sales process repeatable, how to make CRM dashboards actually useful, and how to shift from reactive fixes to proactive leadership. Whether you’re doing all the selling yourself or struggling to scale a sales team, Dean offers a roadmap grounded in experience, not theory.

John Ray is the host of North Fulton Business Radio. The show is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®, and is recorded inside Renasant Bank in Alpharetta.

Key Takeaways from this Episode

  • Most companies wait too long to address sales issues, often after growth has already stalled or reversed.
  • A missing or undocumented sales process is one of the most common and costly problems.
  • Founders who stay in the sales role too long become a bottleneck for growth and scalability.
  • Many businesses have CRMs in place but fail to use them effectively, especially for forecasting and accountability.
  • The right sales process connects strategy, people, and tools in a way that drives consistent results.
  • A repeatable sales system makes onboarding new reps faster and reduces dependency on individual talent.
  • Tracking lead indicators—early-stage activities—is essential for long-term revenue health.
  • A working CRM should reflect what matters most to owners, whether that’s gross margin, deal velocity, or pipeline strength.
  • Dean’s approach involves hands-on implementation, not just advice—he builds systems that last beyond his engagement.
  • Fixing sales is not about chasing quick wins. It’s about laying the groundwork for sustainable, confident growth.

Topics Discussed in this Episode

00:00 Introduction and Welcome
01:47 Meet Dean Nolley: Sales Growth Expert
02:48 Dean’s Journey: From Kodak to Sales Consulting
06:27 Common Sales Challenges and Solutions
11:03 The Importance of CRM and Sales Processes
19:53 Hiring and Managing Sales Teams
26:18 Success Stories and Client Testimonials
31:19 Closing Remarks and Additional Resources

Dean Nolley, Sales Growth Imagination

Dean Nolley, Sales Growth Imagination
Dean Nolley, Sales Growth Imagination

Dean Nolley is a senior sales leader with more than 30 years of experience driving business growth and profitability. He has an impressive record of scaling up sales teams and improving revenue for organizations of all sizes.

With his collaborative approach, Dean structures partnerships for mutual success and a shared sense of accomplishment. His experience includes corporate leadership, a Silicon Valley start-up, and multiple VC/PE-backed portfolio companies, while starting and successfully selling his own company, Digital Imagination.

Thus, Dean is walking down memory lane with supporting small businesses, as he has successfully walked the walk as a small business founder and owner. Dean has certifications in OMG (Objective Management Group), CSL (Certified Sales Leader), and AI Certified (Business Transformation, AI in the Sales Process, and AI Sales Tools).

Website | LinkedIn

Renasant Bank supports North Fulton Business Radio

Renasant BankRenasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $17 billion in assets and more than 180 banking, lending, wealth management, and financial services offices throughout the region. All of Renasant’s success stems from each banker’s commitment to investing in their communities as a way to better understand the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Website | LinkedIn | Facebook | Instagram | X (Twitter) | YouTube

Beyond Computer Solutions supports North Fulton Business Radio

If you’re a law firm, medical practice, or manufacturer, there’s one headline you don’t want to make: “Local Business Pays Thousands in Ransom After Cyberattack.” That’s where Beyond Computer Solutions comes in. They help organizations like yours stay out of the news and in business with managed IT and cybersecurity services designed for industries where compliance and reputation matter most.

Whether they serve as your complete IT department or simply support your internal team, they are well-versed in HIPAA, secure document access, written security policies, and other essential aspects that ensure your safety and well-being. Best of all, it starts with a complimentary security assessment.

Website | LinkedIn | Facebook | YouTube

About North Fulton Business Radio and host John Ray

With over 880 episodes and having featured over 1,300 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show invites a diverse range of business, non-profit, and community leaders to share their significant contributions to their market, community, and profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates businesses by sharing positive stories that traditional media ignore. Some media lean left. Some media lean right. We lean business.

John Ray, host of  North Fulton Business Radio, and Owner, Ray Business Advisors
John Ray, host of North Fulton Business Radio and Owner, Ray Business Advisors

John Ray is the host of North Fulton Business Radio. John and the team at North Fulton Business Radio, LLC, an affiliate of Business RadioX®, produce the show, and it is recorded inside Renasant Bank in Alpharetta.

The studio address is 275 South Main Street, Alpharetta, GA 30009.

You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and many others.

John Ray, The Generosity MindsetJohn Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants, bookkeepers, marketing professionals, and other professional services practitioners.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Tagged With: crm, CRM system, Dean Nolley, John Ray, North Fulton Business Radio, Sales, sales consulting, sales process, Sales Process Engineering, sales processes, sales teams

Rae Greenip, The Customer Relationship Solutionist

January 4, 2023 by John Ray

Rae Greenip
Hello, Self . . .
Rae Greenip, The Customer Relationship Solutionist
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Rae Greenip

Rae Greenip, The Customer Relationship Solutionist (Hello, Self… Episode 10)

Rae Greenip, The Customer Relationship Solutionist, talked with host Patricia Leonard about being a successful entrepreneur. She and Patricia discussed how she began the business, challenges and lessons she’s learned along the way about herself, and advice for other entrepreneurs about using social media and honoring your own gifts.

Hello, Self… is presented by Patricia Leonard & Associates  and produced by Arlia Hoffman in association with the North Fulton studio of Business RadioX®.

Rae Greenip, The Customer Relationship Solutionist

Rae Greenip, The Customer Relationship Solutionist

Rae has owned her own business since October 2018. After a twelve-year corporate career based in international business creating, developing, and sustaining lasting mutually beneficial partnerships, she re-located to the Nashville area from New Jersey and transferred her skills to helping service-based business with websites, content and customer relationship management.

Since April, 2020 Rae has also been the Chief Experience and Marketing Officer for a Boutique LinkedIn Marketing SAAS company called Amptek Growth. In her tenure there, she has optimized LinkedIn Profiles and implemented business development strategies for 300+ professionals.

Rae’s calling is to create experiences for people that evoke inspiration and/or positive emotion. She shares her innate gifts and the knowledge and skills developed over 20+ years managing business relationships to benefit service-based businesses by implementing the tools and strategies needed to never leave money on the table again.

As The Customer Relationship Solutionist, Rae combines elements of marketing, service design and customer experience to customize solutions in the following areas:
*Customer Relationship Management (CRM) tools, processes, automations and integrations
*Websites
*LinkedIn expertise & optimization
*Social media strategy & management
*Email retention sequences, list management and campaigns
*Process design, management and training for client and staff
*Ongoing support and CRM administration services

Rae’s website | LinkedIn

About Hello, Self…

Hello, Self… is a biweekly podcast focused on inspiring stories of turning dreams into reality. Join coach and author Patricia Leonard and her guests as they share life-changing Hello, Self… moments.

Hello, Self… is brought to you by Patricia Leonard & Associates and is based on the new book by Patricia Leonard, Hello, Self.., available here.

The show is produced by Arlia Hoffman in association with Business RadioX®. You can find this show on all the major podcast apps. The complete show archive is here.

Patricia Leonard, Host of Hello, Self…

Patricia Leonard, Host of Hello, Self…

Patricia Leonard is President of RUNWAY TO SUCCESS, a division of Patricia Leonard & Associates located in Nashville, TN.  She is a MESSAGE ARTIST speaker, career & business coach, author and magazine columnist.  Patricia consults with clients on leadership, empowerment, career management, entrepreneurship and the power of language.  Her work is focused on helping clients find their runway to success!

She has a professional background in management, human resources, corporate training, business consulting and talent development.   Patricia has worked with companies in the service, music, banking, manufacturing, publishing, warehousing, healthcare, academic, retail and financial industries, and has taught management classes as an adjunct professor.

Patricia has a degree in Human Resource Management, is certified as a Career Coach and Consulting Hypnotist and is MBTI qualified.

Her volunteer energies are focused on Women in Film and Television-Nashville, where she is a Board Vice President; Dress for Success as the Advisory Board President; and International Coaching Federation-Nashville where she held Board roles for several years.

Patricia is the author of Wearing High Heels in a Flip Flop World, BECOMING WOMAN…a journal of personal discovery, THE NOW, HOW & WOW of Success, Happenings, a full year calendar of inspirational messages and a spoken word album titled, I AM…

She enjoys songwriting, creating poetry and has written a one-woman show and artistic speech she performs titled Hello, Self…, about a woman in midlife reinventing herself, which led to her new book by the same name, available here.

On the personal side, Patricia, describes herself as a woman, lover of life, mother, grandmother, career professional and message artist; AND in that order!  Her goal is to continue inspiring others, of any age, to START NOW creating and expanding their Runway to Success.

She believes that life is a gift, the way we wrap it is our choice.

Connect with Patricia:

Website| LinkedIn | Facebook | Twitter | Instagram

Tagged With: crm, email lists, email marketing, Entrepeneur, Hello Self Moments, Hello Self Podcast, Hello Self..., LinkedIn, Patricia Leonard, Patricia Leonard & Associates, personal awareness, Rae Greenip, social media strategy, The Customer Relationship Solutionist, websites

LIVE from HAVEN 2022: Deb Dutta, Criya

September 13, 2022 by John Ray

Criya
North Fulton Studio
LIVE from HAVEN 2022: Deb Dutta, Criya
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Criya

LIVE from HAVEN 2022: Deb Dutta, Criya (Organization Conversation, Episode 38)

Deb Dutta, Founder and CEO of Criya, joined Richard Grove on Organization Conversation LIVE from HAVEN 2022. She tracked her evolution starting from her career in tech, creating a lifestyle blog and Instagram following, to building a new app for creatives to monetize the work. She talked about the development of the business, expanding to other creatives, her presentation at HAVEN, and much more.

This show was originally broadcast live from the 2022 HAVEN Conference held at the Grand Hyatt Buckhead in Atlanta, Georgia.

Organization Conversation is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Criya

Your One-Stop store & back-office for booking leads, accepting payments, managing projects & client relationships. Criya is designed for interior designers, coaches and consultants, marketers and web designers, and many other creative industries.

With Cria, you can create a stunning client experience, autopilot your sales, engage leads automatically, booking and calendar integrations, custom proposals and payment solutions.

Website | Instagram | Facebook | LinkedIn | YouTube

Deb Dutta, Founder and CEO, Criya

Deb Dutta, Founder and CEO, Criya

As a first-generation female immigrant, Deb hustled most of her adult life – landed 6-figure jobs, and paid off grad school loans. She moonlighted for 8 years as an influencer, grew to 150K followers, partnered with 250+ Top brands and traveled the world for sponsored collaborations. While at her 9-5, Deb led global Product management at companies like PayPal and doubled down on nights and weekends to turn her blog into a global business.

But, building a business is scary, especially with so few role models for women. Growing up in a middle-class home with 2 working parents, it was always women who sacrificed their dreams so the men could take on bigger risks and achieve greatness. Deb’s dream is to build a world where women are embracing ambitious careers and setting examples for the next generation

Female creators are the future. You are building something that’s greater than yourself. Criya’s mission is to empower you to bring your vision to life. You start with our thoughtful technology platform to take the leap and continue to grow and protect your empire with a community that believes that YOU CAN.

LinkedIn | Instagram

About Organization Conversation

Organization Conversation is hosted by Richard Grove and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

About Richard Grove

Richard Grove, Host, Organization Conversation

Richard Grove‘s background is in engineering but what he enjoys most is brand building through relationships and creative marketing. Richard began his career with the Department of Defense as an engineer on the C-5 Galaxy Engineering Team based out of Warner Robins. While Richard found this experience both rewarding and fulfilling, he always knew deep down that he wanted to return to the small family business that originally triggered his interest in engineering.

Richard came to work for the family business, Dekalb Tool & Die, in 2008 as a Mechanical Engineer. At the time Wall Control was little more than a small ‘side hustle’ for Dekalb Tool & Die to try to produce some incremental income. There were no “Wall Control” employees, just a small warehouse with a single tool and die maker that would double as an “order fulfillment associate” on the occasion that the original WallControl.com website, which Richard’s grandmother built, pulled in an order.

In 2008, it became apparent that for the family business to survive they were going to have to produce their own branded product at scale to ensure jobs remained in-house and for the business to continue to move forward. Richard then turned his attention from tool and die to Wall Control to attempt this necessary pivot and his story with Wall Control began. Since that time, Richard has led Wall Control to significant growth while navigating two recessions.

Outside of Richard’s work at Wall Control he enjoys helping other business owners, operators, and entrepreneurs along their own paths to success by offering personal business coaching and advising through his website ConsultantSmallBusiness.com. Richard has developed an expansive and unique skillset growing and scaling Wall Control through a multitude of challenges to the successful brand and company it is today. Richard is happy to share his knowledge and experience with others who are looking to do the same within their own businesses.

Connect with Richard:

Instagram | Twitter | LinkedIn | Richard’s Website

About Wall Control

The Wall Control story began in 1968 in a small tool & die shop just outside Atlanta, Georgia. The first of three generations began their work in building a family-based US manufacturer with little more than hard work and the American Dream.

Over the past 50+ years, this family business has continued to grow and expand from what was once a small tool & die shop into an award-winning US manufacturer of products ranging from automobile components to satellite panels and now, the best wall-mounted tool storage system available today, Wall Control.

The Wall Control brand launched in 2003 and is a family-owned and operated business that not only produces a high-quality American Made product but sees the entire design, production, and distribution process happen under their own roof in Tucker, Georgia. Under that same roof, three generations of American Manufacturing are still hard at work creating the best tool storage products available today.

Connect with Wall Control:

Company website | Facebook | Instagram

Tagged With: automation, Criya, crm, Deb Dutta, Deboshree Dutta, DIY, home organization, Organization Conversation, Richard Grove, Wall Control

Keap Co-Founder Scott Martineau E16

November 10, 2020 by Karen

Keap-Co-Founder-Scott-Martineau-E16-feature2
Phoenix Business Radio
Keap Co-Founder Scott Martineau E16
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Keap Co-Founder Scott Martineau E16

keap-logo-green

Keap (formally Infusionsoft) helps small businesses grow without the chaos. Keap’s industry-leading sales and marketing automation software helps serious entrepreneurs get organized, follow up and automate to create peace of mind, grow sales, and free up time.

Keap-Co-Founder-Scott-Martineau-E16-headshotScott Martinueau is the co-founder and chief marketing officer at Keap.

He’s served in several different senior management roles at Keap since founding the company.

Connect with Scott on LinkedIn.

About Arizona Good Business

What is good business? What are local businesses doing to build a better Arizona?

Join Arizona Good Business to hear from local companies who are:

  • Centering purpose at the forefront of business
  • Creating social well-being for the community
  • Prioritizing sustainability and positive environmental practices
  • Growing strong company cultures through building authentic teams
  • Ensuring diversity, equity, and inclusion are involved in all business decisions

Arizona Good Business features local business leaders that are redefining what it means to do good business.

About Your Host

Thomas-BarrThomas Barr is the Executive Director for Local First Arizona, the largest coalition of local businesses in North America. He advocates for a strong local business community that contributes to building vibrancy, equity, and prosperity across the state. A proud Arizona native and graduate of Arizona State University, Thomas leads the business coalition of Local First Arizona by advocating for the economic and cultural benefits provided by building strong local economies.

Thomas steers the strategic direction of LFA’s major programs and initiatives as well as the engagement of over 3000 businesses across Arizona. As Executive Director, Thomas guides a team of statewide senior directors overseeing the execution of LFA’s communication strategy, major initiatives and key partnerships, as well as the collaboration of over 30 staff implementing work in entrepreneurship programs, small business advocacy, local food initiatives, sustainability, urban development and community building. He frequently speaks to groups locally and nationally, presenting the impact of Local First Arizona and the importance of local economy work in building prosperity.

Outside of Local First Arizona, Thomas has participated in volunteering his time to many causes and organizations throughout the Valley including Young Nonprofit Professionals – Phoenix, Equality Arizona, Alliance of Arizona Nonprofits, Arizona Commission on the Arts, Heritage Square Foundation and Phoenix Legal Action Network. Additionally, Thomas is a 2018 Phoenix Magazine 40 Under 40 honoree, alumni of Arizona Leading for Change, and current participant in Valley Leadership Institute’s 40th cohort.

Connect with Thomas on LinkedIn and Twitter.

LFA-Logo

Local First AZ

Local First Arizona is a nonprofit organization that celebrates independent, locally owned businesses. We support, promote and advocate for a strong local business community and raise public awareness of the economic and cultural benefits provided by strong local economies. Local businesses contribute to a sustainable economy for Arizona and build vibrant communities we’re all proud to call home.

Tagged With: crm, entrepreneur, Keap, Marketing Automation, small business, Startup

Branden Lisi, Object 9

September 8, 2020 by John Ray

Branden Lisi Object 9
North Fulton Business Radio
Branden Lisi, Object 9
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Branden Lisi, Object 9 (North Fulton Business Radio, Episode 280)

Branden Lisi, Object 9, joins host John Ray to discuss how digital marketing channels work in a pandemic for generating leads and revenue, success stories, and more. “North Fulton Business Radio” is produced virtually by the North Fulton studio of Business RadioX® in Alpharetta.

Branden Lisi, Partner and Brand Strategist, Object 9

Object 9 develops marketing programs that build awareness and growth through sales, public relations and advertising activities. Our brand strategists use research and experience to uncover new and unexpected customer insights. These insights, in turn, drive “campaigns” and “promotions” that are executed in traditional and digital channels by our creative team.

Company Website

LinkedIn

Questions/Topics Discussed in this Show

  • Competing for business on the internet
  • Tradeshows and other traditional channels through which salespeople generate relationships are closed right now. Their clients are growing because they have a plan.
  • Generating leads for all types of B2B; manufacturing, franchise development, professional services all need digital
  • Paid digital gets you to the front of the mind; versus SEO and content marketing which are a long, slower game.
  • Martech stack 5 layers:
    1. inbound;
    2. website, 
    3. CRM/marketing automation;
    4. Email
    5. Analytics
  • Understand your customers channels; where are they reading, listening and watching right now. Don’t assume; research, then plan accordingly.

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: analytics, branden lisi, content marketing, crm, digital marketing, digital marketing agency, email marketing, franchise development, inbound, John Ray, Marketing Automation, North Fulton Business Radio, Object 9, paid digital, professional services, SEO, website

Yaniv Masjedi with Nextiva E8

September 11, 2019 by Karen

ARIZONA-GOOD-BUSINESS-Yaniv-Masjedi-with-Nextiva1
Phoenix Business Radio
Yaniv Masjedi with Nextiva E8
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Yaniv Masjedi with Nextiva E8

nextiva-logo

Nextiva is a business communications company dedicated to empowering organizations to manage their communications, productivity, and customer relationships on a truly unified platform. Nextiva’s offerings include business phone service, analytics, CRM, live chat, surveys, and more. Learn more at www.nextiva.com.

Yaniv-Masjedi-on-Phoenix-Business-RadioXYaniv Masjedi joined Nextiva in 2008 and currently serves as Chief Marketing Officer. He manages Nextiva’s marketing and branding efforts by working to create strategies that drive awareness, strengthen the Nextiva brand, and share the story of the company’s unique customer-centric culture, known as “Amazing Service”.

Yaniv also initiates and manages programs related to brand management, demand generation, and advertising. Yaniv studied Political Science and History at UCLA.

Follow Nextiva on LinkedIn, Facebook, Twitter and Instagram.

About Arizona Good Business Radio

What is good business? What are local businesses doing to build a better Arizona?

Join Arizona Good Business Radio to hear from local companies who are:

  • Centering purpose at the forefront of business
  • Creating social well-being for the community
  • Prioritizing sustainability and positive environmental practices
  • Growing strong company cultures through building authentic teams
  • Ensuring diversity, equity, and inclusion are involved in all business decisions

Arizona Good Business Radio features local business leaders that are redefining what it means to do good business.

About Your Host

Thomas-Barr-on-Phoenix-Business-RadioXThomas Barr is the Executive Director for Local First Arizona, the largest coalition of local businesses in North America. He advocates for a strong local business community that contributes to building vibrancy, equity, and prosperity across the state. A proud Arizona native and graduate of Arizona State University,Thomas leads the business coalition of Local First Arizona by advocating for the economic and cultural benefits provided by building strong local economies.

Thomas steers the strategic direction of LFA’s major programs and initiatives as well as the engagement of over 3000 businesses across Arizona. As Executive Director, Thomas guides a team of statewide senior directors overseeing the execution of LFA’s communication strategy, major initiatives and key partnerships, as well as the collaboration of over 30 staff implementing work in entrepreneurship programs, small business advocacy, local food initiatives, sustainability, urban development and community building. He frequently speaks to groups locally and nationally, presenting the impact of Local First Arizona and the importance of local economy work in building prosperity.

Outside of Local First Arizona, Thomas has participated in volunteering his time to many causes and organizations throughout the Valley including Young Nonprofit Professionals – Phoenix, Equality Arizona, Alliance of Arizona Nonprofits, Arizona Commission on the Arts, Heritage Square Foundation and Phoenix Legal Action Network. Additionally, Thomas is a 2018 Phoenix Magazine 40 Under 40 honoree, alumni of Arizona Leading for Change, and current participant in Valley Leadership Institute’s 40th cohort.

Connect with Thomas on LinkedIn and Twitter.

LocalFirstArizonaLogo

Local First AZ

Local First Arizona is a nonprofit organization that celebrates independent, locally owned businesses. We support, promote and advocate for a strong local business community and raise public awareness of the economic and cultural benefits provided by strong local economies. Local businesses contribute to a sustainable economy for Arizona and build vibrant communities we’re all proud to call home.

Tagged With: crm, Fax Online, Nextiva, VoIP

Infusionsoft CEO Clate Mask with Purple CRM Chris Lee and Small Business Strategist Pamela Slim

February 22, 2018 by Karen

Phoenix Business Radio
Phoenix Business Radio
Infusionsoft CEO Clate Mask with Purple CRM Chris Lee and Small Business Strategist Pamela Slim
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INFUSIONSOFT CEO CLATE MASK WITH PURPLE CRM CHRIS LEE AND SMALL BUSINESS STRATEGIST PAMELA SLIM

Infusionsoft was created for small businesses and since day one, that focus hasn’t changed. We listen to our customers and are committed to providing products that save them time and help them deliver personalized service and grow their businesses.

We are proud to be part of the Phoenix community and it is exciting to see how the Valley is evolving into a successful tech leader. Arizona as a whole is cultivating a talented community that deserves to be recognized for its contributions to the tech industry.

Partners have been pivotal to the growth of Infusionsoft. Earlier this year, we launched Partner Edition specifically to meet the unique needs of consultants and small agencies managing multiple accounts. It was been well-received since launch, with more than 500 agencies already using it and reporting time saved as upwards of 25 hours per month.

We’re always learning and striving to be better. We understand the value of insights from customers, partners, and influencers and take them seriously as we update offerings and create new products.

Disciplined optimism, remaining clear on your purpose, and emotional resiliency are key to not getting mired in the chaos of growing a business.

Clate Mask is the CEO and Co-founder of Infusionsoft, a sales and marketing platform that helps small businesses deliver personalized sales and customer service experiences. Clate was named one of the 100 Most Intriguing Entrepreneurs of 2013 by Goldman Sachs and Business Leader of the Year by the Arizona Technology Council. He is a national speaker and the co-author of the New York Times bestseller Conquer the Chaos: How to Grow a Successful Small Business Without Going Crazy. He has a B.A. in Economics from Arizona State University and an MBA and a J.D. from Brigham Young University.

Twitter url: https://twitter.com/ClateMask

LinkedIn url: https://www.linkedin.com/in/clatemask/

Chris Lee has been building websites and working in CRM for 17+ years. He loves that the platforms of today make it possible for any business to have an affordable, active, converting website. He loves moving people from brochure websites to active sales funnels.

https://purplecrm.com/about/

https://www.linkedin.com/in/azchrislee/

https://www.facebook.com/purplecrm

https://twitter.com/purplecrm

Pamela Slim is an award-winning author, speaker and small business coach. She spent the first 10 years of her business as a consultant to large corporations such as Hewlett-Packard, Charles Schwab and Cisco Systems. In 2005, she started the Escape from Cubicle Nation blog, which led to coaching thousands of entrepreneurs, from martial art studios to software startups. Pam opened a national small business learning laboratory in Mesa, Arizona last year. She published two books with Penguin Portfolio: Escape from Cubicle Nation in 2009, and Body of Work in 2014.

https://pamelaslim.com/about/

https://www.linkedin.com/in/pamelaslim

https://www.facebook.com/pamslim/

https://twitter.com/pamslim

Tagged With: Conquer the Chaos, crm, customer care, customer relationship management, customer relationship mgmt, Customer Relationship Mngmnt, customer relationship software, customer relationships, Escape from Cubicle Nation, excellence in customer service, focus on customer retention, focus on innovation, follow up, Infusionsoft leadership, Infusionsoft Partner, keynote speaker, Leadership, marketing software, Mesa learning lab for small business, Mesa Main Street, Pam Slim, Pamela Slim, partner relationship management, Purple CRM, sales and marketing software, sales software, small business, small business crm, small business growth, small business incubator, Small Business Strategist, small business success stories

STRATEGIC INSIGHTS RADIO: Understanding Zoho CRM

May 26, 2016 by Mike

Gwinnett Studio
Gwinnett Studio
STRATEGIC INSIGHTS RADIO: Understanding Zoho CRM
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On this episode of “Strategic Insights Radio“, host and CEO of Sterling Rose Consulting Corp Vlad Rusz discusses Zoho Customer Relationship Management (CRM) solutions and how to properly use Zoho.

Vlad Rusz/Sterling Rose Consulting Corp

Sterling Rose Consulting Corp is a Gwinnett County, GA based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, ongoing marketing services, accounting, bookkeeping, financial analysis, operations and business consulting. The staff of Sterling Rose Consulting Corp has over 100 years of successful entrepreneurial experience. In addition, the CEO of the Company, Vlad Rusz, has launched and managed four successful businesses that range in age from 17 months to 7 years old with gross revenues ranging from $175,000 to over $5.0 million.

Sterling Rose Consulting Corp. prides itself on providing quality, investor ready documentation. The company takes it even one step farther to make sure that the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. Sterling Rose Consulting also provides full loan SBA packages, Immigration Visa Business Plans, Commercial Lending Business Plans, Commercial Space, Growth, Not-For-Profit and Venture Capital/Investment Ready Plans.In addition, Sterling Rose Consulting Corp also provides Zoho Customization, Design and Implementation, Custom CRM solutions, Payroll, Bookkeeping and Accounting Services.

About “Strategic Insights Radio”:

“Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

Tagged With: crm, crm software, crm solutions, customer relationship management, sterling rose consulting, sterling rose consulting corp, strategic insights, strategic insights radio, vlad rusz

STRATEGIC INSIGHTS RADIO: Understanding CRM Solutions

May 19, 2016 by Mike

Gwinnett Studio
Gwinnett Studio
STRATEGIC INSIGHTS RADIO: Understanding CRM Solutions
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On this episode of “Strategic Insights Radio“, host and CEO of Sterling Rose Consulting Corp Vlad Rusz discusses Customer Relationship Management (CRM) solutions, how to properly use them, and the risks and rewards of using the proper CRM solution.

Vlad Rusz/Sterling Rose Consulting Corp

Sterling Rose Consulting Corp is a Gwinnett County, GA based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, ongoing marketing services, accounting, bookkeeping, financial analysis, operations and business consulting. The staff of Sterling Rose Consulting Corp has over 100 years of successful entrepreneurial experience. In addition, the CEO of the Company, Vlad Rusz, has launched and managed four successful businesses that range in age from 17 months to 7 years old with gross revenues ranging from $175,000 to over $5.0 million.

Sterling Rose Consulting Corp. prides itself on providing quality, investor ready documentation. The company takes it even one step farther to make sure that the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. Sterling Rose Consulting also provides full loan SBA packages, Immigration Visa Business Plans, Commercial Lending Business Plans, Commercial Space, Growth, Not-For-Profit and Venture Capital/Investment Ready Plans.In addition, Sterling Rose Consulting Corp also provides Zoho Customization, Design and Implementation, Custom CRM solutions, Payroll, Bookkeeping and Accounting Services.

About “Strategic Insights Radio”:

“Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

Tagged With: crm, crm software, crm solutions, customer relationship management, customer relationship mgmt, customer relationship software, managing customer, sales management software, salesforce, sterling rose consulting, sterling rose consulting corp, strategic insights radio, vlad rusz

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