CRM Engagement Strategies with Steve Roessler

Are you looking for innovative strategies for #crmsoftware engagement that will help your business out-smart and out-market its toughest competitors? Then you won't want to miss this interview with Steve Roessler, a true expert in client relationship management (CRM).

In this article, Steve will share his experience and #crmstrategy to help salespeople build relationships and use CRM to its fullest potential. He'll also discuss the challenges of transitioning from one industry to another and how DriveCentric is changing the #CRM space with its new engagement play.

So, if you want to learn more about what's new with CRM engagement, read on and get ready to take your CRM strategy to the next level.

Steve is an expert when it comes to client relationship management. He has experience in engineering sales, medical, and automotive industries and currently runs his third start-up called DriveCentric.

Throughout his career, Steve has honed his skills in leveraging CRM to increase sales and build relationships with clients. He is now sharing his expertise on new techniques and strategies to help people get the most out of their CRM.

Listen and/or Watch

Here’s what Steve and I talk about and how it will help you get increased profitability:

1.???What CRM Is and Isn't: I introduce Steve Roessler, and he explains all the ins and outs of a CRM. More importantly, the difference between modern CRM techniques compared to those of the past.

2.???Exploring Background and Experience: Steve talks about his experience with CRM in different industries, his journey to DriveCentric, and the “AHA” moments he experienced.

3.???Unpacking Strategies and Techniques: Steve talks about the importance of user experience, the necessity of relationship building, and how DriveCentric is transforming the CRM space into an engagement play.

What CRM is Really About: I introduce Steve Roessler, and he explains all the ins and outs of a CRM. More importantly, the difference between modern CRM techniques compared to those of the past.

I thought it was essential to begin the interview by introducing Steve Roessler, an expert on client relationship management (CRM). I invited Steve on the show because, starting my own career in sales (and let’s face it, in business, you never really leave sales), I couldn’t imagine taking a sales job without a CRM.

CRM can often be a bad three-letter word, as people often don't want to change their CRM for several reasons. Many business leaders have a love/hate relationship with their CRM. They know they need one but often get discouraged because most companies don’t utilize them to their full potential.

For me personally, a CRM must have a great user experience. If not, it doesn’t get used. Regardless of how good the tools and software you have at your disposal… if they’re not used, they’re worthless.

Steve does an excellent job in this interview explaining the importance of continuously coming up with new ideas that focus on client engagement and leveraging the CRM as a mining tool to measure engagement rates.

He’s part of an innovative culture, which is modernizing the CRM industry and designed to streamline communication, put it in chronological order, and provide an improved user experience.

Exploring Background and Experience: Steve talks about his experience with CRM in different industries, his journey to #DriveCentric , and the “AHA” moments he experienced.

Steve Roessler has acquired over two decades of experience in various industries. After graduating college with a degree in engineering, Steve got his start in sales and was immediately exposed to the use of CRM in his work. He had great managers who taught him how to leverage the CRM to make more money, showing him how to pick up sales from where he left off instead of starting from scratch.

Steve chose to join DriveCentric to become a partner after being interviewed by Dave Fultz and Phil Fuse. After a year and a half of struggling to adjust to the auto industry, Steve realized the importance of building relationships with clients and understanding who they are. He learned to focus on one thing about each client to win the deal.?

Steve cites the user experience as the number one reason why DriveCentric is chosen over other CRM systems. He believes that if the user experience is enjoyable and easy to use, it is much easier to hold people accountable and get the most out of the CRM.

Steve believes in taking an Apple-style approach, where everything is built into one device. Do you want to improve your CRM effectiveness? Transform your CRM into an engagement play and ensure that ALL forms of communication are streamlined into one tool and put in chronological order.

Unpacking Strategies and Techniques: Steve talks about the importance of user experience, the necessity of relationship building, and how to improve and focus on engagement.

When it comes to unpacking new strategies and techniques for client relationship management (CRM), Steve Roessler emphasizes the importance of user experience and relationship building.

He recommends using CRM to build a relationship with the client, as this is key to winning deals. Steve highlights the importance of understanding the client and taking the time to learn something about them. This can be done through social media, which can then be incorporated into a CRM.

Steve also advocates for an “Apple approach” for a CRM, meaning that everything should be on one device and integrated into the system. This eliminates the need for plug-ins and bridges that can fail.

Finally, Steve emphasizes the importance of engagement, as the client’s buying cycle is now so fast. He recommends the CRM be used to engage the client on the communication pathway of their choice, such as:

• Text
• Email
• Video
• Live streaming, and…
• Facebook Marketplace

By taking advantage of these strategies and techniques, businesses can maximize their CRM to take their client relationships to the next level.

CRM is an essential tool for businesses, and Steve Roessler is an expert when it comes to leveraging CRM to its fullest potential. He emphasizes the importance of user experience, relationship building, and engagement and provides strategies and techniques for businesses to get the most out of their CRM.

With the proper techniques and strategies, businesses can out-smart and out-market their toughest competitors. With dedication and hard work, anyone can achieve the same success Steve Roessler has had in using CRM to build relationships and increase sales.

I’d love to hear how you apply “The Engagement Play” to get increased profitability.

Leave me a comment on how it went for you, or drop any questions you want me or Steve Roessler to answer!

Scott Joseph is a business growth expert with 32 years of sales, marketing, and leadership experience. He is the CEO and Founder of?J&L Marketing (a Google Premier Partner), ranked in the top 3% of all digital advertising agencies worldwide. J&L Marketing serves some of the world's most successful and aspirational brands, such as; Shell Oil, BMW, Mopar, Stellantis, Fastline, Melindas, and more. At 35, he purchased the first of three Honda dealerships and has increased their valuations by over?500%! He's the founder and host of the move crush count podcast, delivering content that helps businesses grow. In each episode, top business leaders graciously share their secrets to building industry-leading cultures and exponentially increasing their business and brand. In addition to running multiple companies, he creates and facilitates mastermind groups and events such as Business Bourbon & Cigars, where attendees demonstrate a COMMITMENT, CONFIDENTIALITY, and WILLINGNESS to both give and receive advice and ideas. These exclusive communities help you think bigger and stretch beyond your boundaries.