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CRM Hygiene: Galley Chief Business Officer, Jason Peretz

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Manage episode 359641026 series 3463262
Inhoud geleverd door Mosaic Tech. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geรผpload en geleverd door Mosaic Tech of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

CRM software is one of the most vital business tools today, and most companies nowadays use it to conduct sales, track finances, and manage customer relationships. However, CRMs can be complicated and difficult to set up and use.

But your CRM should work for you instead of the other way around.

In this episode of The Role Forward podcast, our host Joe Michalowski welcomes Jason Peretz, the Chief Business Officer (CBO) of Galley. They talk about the importance of getting your CRM in shape, how to build your CRM effectively from the beginning, and why RevOps can help bridge the gap between sales and finances.


Guest-at-a-Glance

๐Ÿ’ก Name: Jason Peretz

๐Ÿ’ก What he does: He's the Chief Business Officer (CBO) of Galley.

๐Ÿ’ก Company: Galley

๐Ÿ’ก Noteworthy: Before joining Galley, Jason was in corporate finance. He worked in real estate finance and corporate food cost budgeting.

๐Ÿ’ก Where to find Jason: LinkedIn

  continue reading

46 afleveringen

Artwork
iconDelen
 
Manage episode 359641026 series 3463262
Inhoud geleverd door Mosaic Tech. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geรผpload en geleverd door Mosaic Tech of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

CRM software is one of the most vital business tools today, and most companies nowadays use it to conduct sales, track finances, and manage customer relationships. However, CRMs can be complicated and difficult to set up and use.

But your CRM should work for you instead of the other way around.

In this episode of The Role Forward podcast, our host Joe Michalowski welcomes Jason Peretz, the Chief Business Officer (CBO) of Galley. They talk about the importance of getting your CRM in shape, how to build your CRM effectively from the beginning, and why RevOps can help bridge the gap between sales and finances.


Guest-at-a-Glance

๐Ÿ’ก Name: Jason Peretz

๐Ÿ’ก What he does: He's the Chief Business Officer (CBO) of Galley.

๐Ÿ’ก Company: Galley

๐Ÿ’ก Noteworthy: Before joining Galley, Jason was in corporate finance. He worked in real estate finance and corporate food cost budgeting.

๐Ÿ’ก Where to find Jason: LinkedIn

  continue reading

46 afleveringen

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