CRM Episodes
From the Basement to the Cloud with Vivian Voss
April 4, 2022
#113. Vivian Voss joins me to discuss her upcoming Scottish Summit session, From the Basement to the Cloud - Your Journey from CRM on-premises to Dynamics 365 CE . Register today for Scottish Summit . Congratulations to Yaco…
Building a CRM App for Financial Advisors with Stephen Handley, Fin365
June 8, 2021
#90. Join me with Stephen Handley,founder, CEO and chief architect at Fin365, an application development business serving financial services professionals in Australia. Fin365 was born out of need for better data management …
Bonus: Extended Interview with CJ Brooks, MISSION CRM
March 24, 2021
#79. Bonus extended interview with CJ Brooks, a Fundraising and Engagement Architect at Mission CRM as we talk about how Mission CRM closed the doors on their consulting practice to focus on building the Mission CRM fundrais…
The Making of MISSION CRM with CJ Brooks
March 22, 2021
#78. Join me with CJ Brooks, a Fundraising and Engagement Architect at Mission CRM as we talk about how Mission CRM closed the doors on their consulting practice to focus on building the Mission CRM fundraising and engagemen…