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Data, Decisions, and Dollars: The CRM Formula

In this Australian Business Podcast episode, Zara McGuffie and Jordan Kidis dive deep into the world of Customer Relationship Management (CRMs) and reveal how they can revolutionise your business and help you scale faster.

Listen to the Australian Business Podcast now

In this Australian Business Podcast episode, Zara McGuffie sits down with Jordan Kidis to dive into the benefits of having a solid CRM system for your business, regardless of how big or small you might be. They’ll cover the essential best practices for implementation, data hygiene, and automation, helping you avoid common pitfalls that lead to CRM failures.

In this episode, they’ll also touch on the future of CRMs, exploring how AI is transforming the landscape to improve customer experiences across different industries.

Topics covered today:

  1. What is a CRM
  2. Common misconceptions business owners have about CRMs
  3. CRM tools you can use in your business
  4. CRM best practices to avoid mistakes
  5. The future of CRMs & AI

Send us your business questions for this weekend’s episode

Anyone can send us questions… that means you! Click here send Jordan, Danil and Owen a question to answer on air. Just select “The Australian Business Podcast” when prompted.

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📈 Free online business community – Inflection 

Zara, Owen, Jordan and Danil are proud to invite you to join our free online business owners community. Filled with videos, PDF downloads, daily discussion and more, you can join now for free to unlock episode resources and goodies. Click here to join us online.

✅ Grey Space Advisory – snag a $100 health check

Do you get stuck worrying about your business’ finances? Or what needs to be paid to ATO, employees, Super funds and so on? The Australian Business Podcast is proud to announce that our sponsor, Grey Space Advisory, is offering all business owners a financial health check.

Jordan and Danil’s expert team of accountants will conduct a review of your tax structure, bank setup, ATO obligations and reporting, business insurance and provide some advice on how to manage all of this — for just $99! You can book a $99 health check with the Grey Space Advisory team and tell them Owen sent you.

🏰 Rask – Get Owen’s best investing research

The Australian Business Podcast’s official sponsor is Rask, our very own company. We empower hundreds of thousands of investors around Australia, whether you’re new or have been investing for 40 years. You can take an investing course on Rask Education to discover how Owen carefully researches small or blue chip companies, or become a premium Rask member today to speak directly with Owen and see what he is investing in.

As Warren Buffett famously said, “I am a better investor because I am a businessman, and a better businessman because I am no investor.” 

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The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

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