For the second episode of our new podcast series, “The Heroes Huddle with Glen Shelton,” we are interviewing Clu Connors the President of Radius Lead Management and CRM He is the owner of Radius, the winner of our review blog post of CRMs that we did back in March. If you haven’t read that article, be sure to bookmark it, because it will elaborate on many of the features that we discuss with Clu.

1. The Heroes Huddle Podcast
with Glen Shelton
Featuring:

2. Clu Connors
• Owner of Radius
• Radius is a cloud-based CRM
• Helps agents automate sales &
marketing processes to close more
deals and keep clients happy.

3. What Is a CRM?
Practices, strategies and technologies companies use to manage
& analyze customer interactions & data throughout the customer
lifecycle, with the goal of:
• Improving business relationships with customers
• Assisting in customer retention
• Driving sales growth
- http://searchcrm.techtarget.com/definition/CRM

4. The Evolution of Organization
PAPER
NOTECARDS
SPREADSHEETS
CRM

5. Biggest Mistake Agents Commit?
• Not maintaining their database
“The CRM is only as good as the data.”
- Clu Connors
1. Cultivate good data
2. Maintain the database by following up

6. WhyTry Radius?
1. Most important – always expanding and updating
2. “Not only am I the president of Radius, but I’m also a
member”
3. Superior lead management software that syncs with
new tools and brands everyday
4. Amazing client management software, too

7. WhyTry Radius?
5. Tracks commissions (tiered, staggered, calendar, flat)
Fun Fact: 20% of health insurance companies
process claims wrong. - Capturebilling.com
Do you really want to trust them to give you all your
deserved commissions?

8. WhyTry Radius?
6. Also tracks overrides for agencies and FMO/IMOs
7. Reporting helps you understand your market’s sweet
spot
Follow Us onTwitter!
@LeadHeroes

9. Velocify CRM Statistic
33% of all leads are never called.

10. WhyTry Radius?
8. Tracks agent’s activity
9. Automate workflows to revive old or untouched leads
10. Email Marketing Autoresponders that nurture leads
11. Integrates with dialers likeTwilio
12. Inbound lead info available

11. WhyTry Radius?
- Closing leads beyond the initial low-hanging fruit requires
organization and an efficient, streamlined follow-up
process.
- Closing 1 more deal a month will pay for itself – close more
than 1 andYOU will jumpstart your ROI!

12. Findmoreresourcesonoursitewww.LeadHeroes.com
Checkoutwww.RadiusBob.com
The Heroes Huddle Podcast with Glen Shelton