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Podcast: Using Customer Relationship Management (CRM) Software

Ramon Ray, Regional Development Director at Infusionsoft and Editor of,  spoke with Tegan Jones of the Wells Fargo Business Insights Series on Customer Relationship Management (CRM) software and the benefits it provides a small business.

Check out the podcast to hear Ramon explain what exactly CRM software is, the benefits and advantages it provides your business by employing it.



Ramon also gives advice on what features you should look for in CRM software before purchasing, including:

  1. Hosted Online (Cloud Based)
  2. Secure Vendor
  3. Integrated with Social Media
  4. Easy To Use
  5. Accommodates Growth
  6. Works well (integrates) with other business software

Listen to the entire podcast here.


About Carolyn Crummey

Carolyn Crummey is a business and technology strategist and the owner of VirTasktic (, an agency dedicated to providing high-level virtual services to small businesses and entrepreneurs. A lover of technology and small business, Carolyn has built a career on the intelligent use of technology to increase business efficiency and productivity, which ultimately leads to greater profitability. Carolyn works closely with her clients to understand their challenges and helps them integrate the best technology solutions into their businesses so they too can enjoy great successes. You can follow Carolyn on Twitter at @Gemini52469 or @VirTasktic.

3 thoughts on “Podcast: Using Customer Relationship Management (CRM) Software

  1. avatarHeather Stone

    Hi Carolyn. Thanks for the link. And Ramon, thanks for the awesome podcast. CRM is something every small business should look into. I was happy to find this link at the BizSugar community and hope it will be a great help to other business members too.

  2. avatarMy Sales Dialer (CRM+)

    Customer Relationship Management – CRM – is designed to
    enable a single view of a given person or organisation as they relate to your
    business. This view informs decision making across the organisation and
    reduces the costs associated with administering and responding to enquiries.


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