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The Heroes Huddle Podcast
with Glen Shelton
Featuring:
Clu Connors
• Owner of Radius
• Radius is a cloud-based CRM
• Helps agents automate sales &
marketing processes to close m...
What Is a CRM?
Practices, strategies and technologies companies use to manage
& analyze customer interactions & data throu...
The Evolution of Organization
PAPER
NOTECARDS
SPREADSHEETS
CRM
Biggest Mistake Agents Commit?
• Not maintaining their database
“The CRM is only as good as the data.”
- Clu Connors
1. Cu...
WhyTry Radius?
1. Most important – always expanding and updating
2. “Not only am I the president of Radius, but I’m also a...
WhyTry Radius?
5. Tracks commissions (tiered, staggered, calendar, flat)
Fun Fact: 20% of health insurance companies
proce...
WhyTry Radius?
6. Also tracks overrides for agencies and FMO/IMOs
7. Reporting helps you understand your market’s sweet
sp...
Velocify CRM Statistic
33% of all leads are never called.
WhyTry Radius?
8. Tracks agent’s activity
9. Automate workflows to revive old or untouched leads
10. Email Marketing Autor...
WhyTry Radius?
- Closing leads beyond the initial low-hanging fruit requires
organization and an efficient, streamlined fo...
Findmoreresourcesonoursitewww.LeadHeroes.com
Checkoutwww.RadiusBob.com
The Heroes Huddle Podcast with Glen Shelton
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Increase Your Closing Rates with a CRM ft. Clu Connors

For the second episode of our new podcast series, “The Heroes Huddle with Glen Shelton,” we are interviewing Clu Connors the President of Radius Lead Management and CRM

He is the owner of Radius, the winner of our review blog post of CRMs that we did back in March. If you haven’t read that article, be sure to bookmark it, because it will elaborate on many of the features that we discuss with Clu.

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Increase Your Closing Rates with a CRM ft. Clu Connors

  1. 1. The Heroes Huddle Podcast with Glen Shelton Featuring:
  2. 2. Clu Connors • Owner of Radius • Radius is a cloud-based CRM • Helps agents automate sales & marketing processes to close more deals and keep clients happy.
  3. 3. What Is a CRM? Practices, strategies and technologies companies use to manage & analyze customer interactions & data throughout the customer lifecycle, with the goal of: • Improving business relationships with customers • Assisting in customer retention • Driving sales growth - http://searchcrm.techtarget.com/definition/CRM
  4. 4. The Evolution of Organization PAPER NOTECARDS SPREADSHEETS CRM
  5. 5. Biggest Mistake Agents Commit? • Not maintaining their database “The CRM is only as good as the data.” - Clu Connors 1. Cultivate good data 2. Maintain the database by following up
  6. 6. WhyTry Radius? 1. Most important – always expanding and updating 2. “Not only am I the president of Radius, but I’m also a member” 3. Superior lead management software that syncs with new tools and brands everyday 4. Amazing client management software, too
  7. 7. WhyTry Radius? 5. Tracks commissions (tiered, staggered, calendar, flat) Fun Fact: 20% of health insurance companies process claims wrong. - Capturebilling.com Do you really want to trust them to give you all your deserved commissions?
  8. 8. WhyTry Radius? 6. Also tracks overrides for agencies and FMO/IMOs 7. Reporting helps you understand your market’s sweet spot Follow Us onTwitter! @LeadHeroes
  9. 9. Velocify CRM Statistic 33% of all leads are never called.
  10. 10. WhyTry Radius? 8. Tracks agent’s activity 9. Automate workflows to revive old or untouched leads 10. Email Marketing Autoresponders that nurture leads 11. Integrates with dialers likeTwilio 12. Inbound lead info available
  11. 11. WhyTry Radius? - Closing leads beyond the initial low-hanging fruit requires organization and an efficient, streamlined follow-up process. - Closing 1 more deal a month will pay for itself – close more than 1 andYOU will jumpstart your ROI!
  12. 12. Findmoreresourcesonoursitewww.LeadHeroes.com Checkoutwww.RadiusBob.com The Heroes Huddle Podcast with Glen Shelton

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