CRM Episodes
April 4, 2022
From the Basement to the Cloud with Vivian Voss
#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…
June 8, 2021
Building a CRM App for Financial Advisors with Stephen Handley, Fin365
#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 …
March 24, 2021
Bonus: Extended Interview with CJ Brooks, MISSION CRM
#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…
March 22, 2021
The Making of MISSION CRM with CJ Brooks
#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…