Episode 172: David Fields on how to set up a CRM system

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May 6, 2019

Our guest today is David A. Fields, Umbrex member and the author of The Irresistible Consultant’s Guide to Winning Clients: 6 Steps to Unlimited Clients & Financial Freedom.

In today’s episode, we discuss how to set up a CRM system for an individual consultant or boutique firm.

A bit more than a year ago, I attended a training session that David led on this topic, and I set up my CRM system exactly that way he describes on this show. I’ve found the simple setup that David suggests incredibly useful, and I highly recommend it.

While you can use his suggested setup with just about any program, I happen to use Pipedrive, which is the system that David uses and recommends to his clients.

David has a great blog that I highly recommend – check it out and subscribe at: https://www.davidafields.com/blog/