Ep #115: Demystifying the CRM

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Here’s Some Episode Highlights:

At some point in your business ownership journey, you’ll be faced with the decision to invest in a CRM or Client Relationship Management tool.

And it can be a tough decision – with the options, the variety, the different focuses the databases can have, the price points and more.

So for this episode I talk to Reuben Swartz who developed and built his own CRM called Mimiran.

We discuss why he built his CRM… which sheds insight into what you should be looking for when you are deciding on investing in a CRM or changing your CRM.

And Reuben was kind enough to offer a discount – 10% off – to any of my listeners who use the code SBR10 when signing up for Mimiran.  Go check it out!

I’m curious… what one must do you think has to be included in a CRM to make it work for you? Please join me in our Referrals Without Asking Facebook group and on the episode #115 post, please share!

Episode Resources:


Sales for Nerds podcast

Connect with Reuben on LinkedIn

Here’s How I can Help You Right Now Generate More Referrals:

  1. Take the Referral Ninja Quiz to test your skills and abilities at generating referrals. (FREE)
  2. Check out our new On-Demand Training… the video-based trainings are ready for you when you are (think Netflix). There are two trainings currently available.
  3. Buy my book – Generating Business Referrals Without Asking – and learn how to generate referrals through my 5 steps. (LESS THAN $16)

Coming Up:

Next episode is #116 and we are making an unscheduled stop… we’re diving in with an education expert on how to help our kids thrive during this virtual school year. 

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