Afleveringen

  • When it comes to CRMs, AI and other systems salespeople feel changes in systems benefits management not salespeople. Points covered:

    How does this AI product benefit the salesperson themselves?Does it help them schedule their calling?Does this function give better qualified leads, which would eliminate the 55% of the people not going to buy?Does it help in forecasting?Does it shorten the time to close a lead?Who is the special for, management or sales person?AND is it a special for the customer - what does it do for them?

    To get the answers to these questions, join Susan Finch and her guest, Matthew Nolan. Matt is the Senior Director of Product Marketing for Marketing, AI, and Decision Sciences at Pega.

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    -------------------

    Pegasystems is the leader in cloud software for customer engagement and operational excellence. If you’ve driven a car, used a credit card, called a company for service, opened an account, flown on a plane, submitted a claim, or performed countless other everyday tasks, chances are you’ve already interacted with Pega. For the past 30 years, their technology – CRM, digital process automation, robotics, AI, and more – has empowered the world’s leading companies to achieve breakthrough results.

  • It takes an expert who has worked in digital marketing for a long time with dozens and dozens of companies to nail the 5 mistakes (maybe myths) in Digital Marketing that cause the average company lost revenue. In this program, host Stacy Gentile interviews Maggie Strevell, president of Naper Solutions.

    Maggie and Stacy knockdown paid search myths, mobile-friendly absences, fear that digital marketing is too expensive, the fable about bad company reviews, and the number one fairytale about the emails you send.

    ----more----

    About Maggie Strevell

    Maggie Strevell, founder and President of Naper Solutions, Inc. started marketing online in 1997. Her first successes including helping couples successfully adopt via the Internet. What sets her expertise apart from other marketing companies is an understanding of the technology behind the Internet and the ability to translate it into easy-to-understand terms. Maggie has a Bachelors Degree from Northern Illinois in Computer Science and is a Certified Paid Search Specialist.

    Today, she empowers small business owners with the knowledge to make educated marketing decisions through her Internet Marketing Workshops, Consulting, and Speaking Engagements

    Naper Solutions

    Maggie Strevell on LinkedIn

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  • Actually connecting with potential customers and growing your pipeline is harder than ever before. Today’s sales and marketing environments are a paradox. You have more marketing channels, content and martech tools to reach customers. And using company logic doesn’t lend itself well to actual pipeline growth. According to the CMO Council, “Only 20% of marketers are able to predict the next best action for their customers.”

    Additionally, Forrester Consulting discovered, “65 percent of marketers struggle to employ emotional marketing as they turn to automation to improve customer engagement.” Our guest to discuss this is author and consultant Brian Carroll CEO and Founder of markempa.

    ----more----

    About Brian Carroll and markempa

    Brian Carroll is the CEO and founder of markempa, helping companies to improve how they acquire and grow customer relationships with empathy-based marketing and meet the challenges of revenue growth.

    Brian influenced B2B marketing as the CEO of InTouch, which was acquired by MECLABS, the parent company of MarketingSherpa. He is the author of the bestseller, Lead Generation for the Complex Sale,and the B2B Lead Blog which is read by thousands each week. He also founded B2B Lead Roundtable LinkedIn Group with 19,801+ members.

    As a researcher and leader in empathy-based marketing, he’s at the epicenter of the shifting customer landscape. Brian studied the most successful empathetic companies and marketers. By taking practical customer insights combined with behavioral science, he created the EMPATH Methodology to help marketers connect better with their customers to get significant results.

    You may also like:

    An article by Brian Carroll: How Empathy Will Grow Your Sales and Marketing Pipeline

  • We've covered a lot ground with the topic of AI, but before it was a thing, companies pushed their teams to implement and vigilantly use tools such as CRM, DemandGen, CMS and so much more as a solution to increase closed deals. During this period the roles of sales, marketing, management and IT evolved dramatically. Bad habits were also part of this evolution.

    Sales and marketing replacing productive personal efforts with filling in blanks to satisfy management with data, data and more data. What was lost along the way? Conversation, relationships, business lunches - IN PERSON relationships, including real voice interaction through the phone. Hiding behind social media, email and texts have hurt companies who wonder why their latest, greatest tools aren't solving the issues. Susan Finch hosts Michelle Huff, when she was Chief Marketing Officer of Act-On Software, Inc.. Michelle understands that tools and systems have their place, but how to you continue to integrate best human practices for the highest results?

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    About our Guest Michelle Huff

    Michelle was Act-On’s Chief Marketing Officer, at the time interview, and oversaw the company’s brand, demand, and customer expansion marketing efforts.

    She is now the CMO of UserTesting.

    Michelle was also GM of Salesforce’s Data.com division after having served as the VP of Marketing for the group. Prior to her tenure at Salesforce, Michelle was a Senior Director at Oracle and a Senior Product Marketing Manager at Stellent (acquired by Oracle). She holds a B.A in Business Administration from the University of Washington.

  • Susan Finch talks with Paul Petersen about the lazy, stupid mistakes people make when using social media. They forget it's a people to people media and try to automate posts - barfing our stuff and that of others vs. true engagement to build relationships that can be converted to prospects or advocates - from either direction.

    Let's be honest, she goes on a few rants here because she's passionate about this topic. But she is right. Dead right. Everyone wants the easy way, the silver bullet to avoid actual work. People want to be liked, and loved, and talked about, but they don't want people to people contact; they just want it to look like they have contact, and care when they don't.

    ----more----

    Social media enables a unique opportunity to study another person or company before we attempt to directly engage. We can see their actual positions, words, favorite products, styles and more - it's way more informative than straight data. Data is sold as truth, but that's not the case. Data is an in the moment tabulation of a top of mind discussion, whims, a news headline trigger, a trip down memory lane and then the rabbit holes that spin-off of those directions.

    Social enables us to search for who is talking about what and then filter it from there - their position, their passions, their bugaboos, their pain. This guides the introduction and conversation. But how much should you engage? Why not automate it all? How can your CRM help you sincerely engage? You have the tools, you may need to rethink how you use them.

    About our guest:

    Susan Finch has been in public relations, advertising and marketing going back nearly 30 years. Her clients range from cities to healthcare services, small organizations, non-profits, real estate professionals and many B2B service providers. This variety of clients allows her to bring unexpected solutions to the challenges clients have had for years. Susan has had many clients for more than 20 years and enjoys keeping them current through her education packages, custom training libraries, as well as group sessions and events. She is president of the Funnel Media Group.

  • Most CRM users are only accessing 10% of a CRM’s capability. Because CRM systems are where the money is, users should learn about the other 90%. Paul Petersen, GM of GoldMine CRM helps the listeners understand their under-used CRM software.

    Why it Matters

    Because CRM systems are where the money is, users should learn about the other 90% of the software

    ----more----

    About Paul Petersen

    Petersen is the general manager and vice president of the GoldMine. His career spans working with sales & marketing systems and process having developed, managed, and sold for companies including McDonald's Corp, General Electric, Symantec, Allied Van Lines, and now has 16 years with CRM background at GoldMine. He holds a JD from Loyola University of Chicago and was one of the first to be awarded the Professional Certified Marketer designation by the American Marketing Association.

    LinkedIn

    About GoldMine CRM

    Headquartered in Salt Lake City, UT, GoldMine is "published" by Ivanti. Goldmine is a leading provider of CRM Solutions for small and mid-sized businesses worldwide.

    _________________________________________________________________

    CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel. GoldMine is the sponsor of CRM Radio.

  • TODD COHEN IS THE WORLD'S LEADING VOICE ON SALES CULTURE

    On the surface, it's common to say everyone in your company is in sales. But Todd Cohen says why it's true and this industry leader in sales culture demonstrates it. This program should be listened to by every C-Suite officer.

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    About Todd Cohen

    A dynamic, engaging and motivational keynote speaker, Todd’s message is relevant to any organization striving to increase revenue, strengthen relationships and improve client satisfaction. Using humor and real-life examples, Todd demonstrates how every conversation is a “selling moment” and how everyone can contribute to the growth and profitability of the organization.

    In addition to his sought-after keynotes, Todd's Sales Culture Workshops are highly acclaimed and set a new standard for sales education and demonstrating that everyone matters and everyone has a "line of sight" to the client

    In 2015, Todd was awarded the title of Certified Speaking Professional (CSP), the highest earned designation awarded by the National Speakers Association (NSA) and has served in multiple roles on both the local and national level.

    Todd is the principal of Sales Leader LLC and author of two books on sales culture, “Everyone’s in Sales” and "Stop Apologizing and Start Selling.” He has been a regular contributor to The Huffington Post and Philadelphia Business Journal has written for dozens of trade and association magazines and has a monthly newsletter titled Sales Culture Newsletter. In 2018, Todd launched his Sales Culture Toddcast featuring exciting guests and topics.

    He is a frequent guest lecturer at area schools including Drexel University, Pennsylvania State University, St. Joseph’s University and Temple University. From 2010-2012, he served as the Sales Executive in Residence at Temple University Fox School of Business where he mentored students on entrepreneurship. Todd regularly coaches people in career transition teaching them how to sell themselves to get the position they want.

    Prior to launching Sales Leader LLC, Todd coached and led dozens of sales teams to deliver more than $950 million in revenue for leading companies including Xerox, Gartner Group, Thomson-Reuters and LexisNexis. Todd holds a Bachelor’s Degree in Business Administration from the Fox School of Business at Temple University.

    toddcohen.com (Website) toddcohen.com/blog (Blog)

    CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel. GoldMine is the sponsor of CRM Radio.

  • While CRM is the accepted tool for B2B, some companies still don't understand it. In this short podcast, CRM veteran Paul Petersen from Goldmine reminds the "have-nots" why CRM is indispensable. This show is for those B2B companies that have not adopted a CRM tool.

    ----more----

    About Paul Petersen

    Petersen is the general manager and vice president of the GoldMine. His career spans working with sales & marketing systems and process having developed, managed, and sold for companies including McDonald's Corp, General Electric, Symantec, Allied Van Lines, and now has 16 years with CRM background at GoldMine. He holds a JD from Loyola University of Chicago and was one of the first to be awarded the Professional Certified Marketer designation by the American Marketing Association.

    LinkedIn

    About GoldMine CRM

    Headquartered in Salt Lake City, UT, GoldMine is "published" by Ivanti. Goldmine is a leading provider of CRM Solutions for small and mid-sized businesses worldwide. More than 25 years ago, GoldMine helped pioneer the CRM industry, and they have been around for so many years because of their focus on being simple, affordable, and proven.

    CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel. GoldMine is the sponsor of CRM Radio.

  • Yes, small businesses are under siege. Pundit Gene Marks, also described as the polite contrarian, shares tactics for survival in a stressed economy and what SMBs should rethink their banking strategy. This program is for small to medium-sized business owners.

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    About Gene Marks Speaker. Columnist. Small Business Expert

    Small business keynote speaker Gene Marks helps small business owners, executives, and managers understand the political, economic, and technological trends that will affect their companies so they can make profitable decisions. As a professional speaker and small business expert, Gene has talked at industry conventions, corporate events, and professional trade shows.

    Gene is also a small business writer. He has authored multiple books for small business owners and is a featured small business columnist in many national online publications.

    Gene has talked at annual meetings, industry conferences, and corporate events.

    Marks owns the Marks Group, a Bala Cynwyd, Pa.-based consulting firm that helps clients with customer relationship management. Marks is an author and a certified public accountant, and he writes regularly for The Post’s "On Small Business" blog. For more about Marks, visit genemarks.com.

    CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel. GoldMine is the sponsor of CRM Radio.

  • We agree working at home is more productive than blowing an hour getting to work. Kevin Smith, a GoldMine Regional Manager talks about the benefits of a home office and how to maximize GoldMine CRM. This show is for salespeople.

    ----more----

    They discuss:

    Using the GoldMine CRM tool for tasks you forgotUpdating the essentialsUsing the calendarCollaboration with managementHow to be productive with delegationHow working at home is the best work environment and contributes to a better home life.

    CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel. GoldMine is the sponsor of CRM Radio.

  • Webinars are being slammed together and Zoom users have increased tenfold. Internet radio listeners and podcasts subscribers are thirsting for information that doesn’t start with COVID-19 updates. In the midst of this, blog readers have increased and are searching for problem solving hints and technology to make their business life, better in a post pandemic world.

    ----more----

    For this episode, Paul Petersen, GM of GoldMine CRM interviews Jay Dymond First Direct Corporation's webmaster and GoldMine expert to discuss why blogging is an important and easy way to stay in touch with customers and build a following.

    Jay DymondDymond is responsible for IT Project Management, Web Site Design/Development, GoldMine Database Administration, and Help Desk Management. He creates and designs First Direct’s HTML E-mail Marketing Campaigns and Newsletters.

    Jay Dymond on LinkedInwww.goldminesuccess.comwww.emailcampaigntracker.comwww.1stdirect.com

  • If you have a CRM system, regardless of the provider, it’s time to review its capabilities for features you don’t know you have for remote workers and reaching out to customers and prospects? In this episode, GoldMine CRM Vice President and General Manager, Paul Petersen, talks with Goldmine CRM Administrator Dery Daye.

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    Dery says many suddenly virtualized workers are struggling to access vital company systems, but it may be easier than they expect. Many CRM systems have standby virtual capabilities that the IT administrator may have forgotten about, or may not be aware of, for the at-home worker. GoldMine CRM is one of those systems

    Many CRM systems Dery says:

    Can allow on-premise users to switch to a free web-clientCheck to see if your system can allow SaaS or client based accessMost Windows enabled CRM systems can be virtualizedQuote software and inventory systems are easy to access if you aren’t using them.

    Your action item:

    List the applications that you would like to access, don’t take it for granted that you can’t use them.Approach your manager with your list and ask that the IT manager looks into access via the CRM system.

    You may also like:

    Practical Tips for Working Remotely

    CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel. GoldMine is the sponsor of CRM Radio.

  • Working remotely is new to a lot of workers and their companies. Some do it well because they have done it for many years; some flounder and struggle to implement the technology and work processes. In this program, we hear from Paul Petersen the GM at GoldMine, his marketing manager Stacy Gentile, and CRM Radio’s studio producer, Paul Roberts, who discuss the dual challenges of technology and the human side of remote work.

    ----more----

    Technology

    There are technology issues for different jobs in sales customer service, accounting, etc.How GoldMine CRM had a “stress test” two weeks ago with everyone in the company (including their parent company), sent home to work at home for a day to identify the issues should it happenThey discussed equipment, testing connections, remote desktop, applications, password needs, use of web clients and mobile applications

    The Human Element

    How to keep a team motivatedMeeting cadenceTrustThe benefit of over-communicatingTeam callsA home office structureAvoiding multi-taskingJudging tasks based on the 3 “Ds”: Do it, Detect it, or Delegate it.

    It was a lively discussion with varying opinions.

    CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel. GoldMine is the sponsor of CRM Radio.

  • In this episode, host Stacy Gentile, interviews independent marketing consultant Jonathan Eickman. Both have recently returned from Content Marketing World in Cleveland, Ohio.

    There was a huge disconnect, both said, between the speakers and marketers in the trenches; there were also few actual CMOs as presenters. While there were solid takeaways, both criticized that the majority of speakers were sellers or predictors but there were not that many doers from the marketing world.

    ----more----

    Then, they got into the big news that is coming out of Google and its sandbox.

    Google is working to eliminate third-party cookies, which will throw a wrench into the marketing plans of those who plant cookies to track visitor behavior. Attribution will be difficult as visitors coming back to a site will be counted as new every time they return. The ability to target customers and prospects with the right messages will be dumped into chaos. Analytics and conversion traffic will disappear as most third-party cookie users know it today.

    Google will be offering its own APIs which in some manner make up for the change, but not everyone has bought into Google’s generous plans. Stacy asked Jon if he thinks this change is part of an attempt by Google to control the collections of data and even resell it. The deadline for these complete changes is 2022. They think that:

    As third-party cookies disappear. conventional based marketing will be a player againFirst-party-based marketing will increaseCompanies and agencies will have to revert back to marketing before third-party cookies became the norm

    ___________________________________________

    CRM Radio is hosted by Paul Petersen and Stacy Gentile of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel. GoldMine is the sponsor of CRM Radio.

  • In this episode, host Stacy Gentile, interviews independent marketing consultant Jonathan Eickman. Both have just returned from Content Marketing World in Cleveland, Ohio, and while there were solid takeaways, both criticized that the majority of speakers were sellers or predictors but there were not that many doers from the marketing world.

    There was a huge disconnect, both said, between the speakers and marketers in the trenches; there were also few actual CMOs as presenters.

    ----more----

    Then, they got into the big news that is coming out of Google and its sandbox. Google is working to eliminate 3rd party cookies, which will throw a wrench into the marketing plans of those who plant cookies to track visitor behavior. Attribution will be difficult as visitors coming back to a site will be counted as new every time they return. The ability to target customers and prospects with the right messages will be dumped into chaos. Analytics and conversion traffic will disappear as most 3rd party cookie users know it today.

    Google will be offering its own APIs which in some manner make up for the change, but not everyone has bought into Google’s generous plans. Stacy asked Jon if he thinks this change is part of an attempt by Google to control the collections of data and even resell it. The deadline for these complete changes is 2022. They think that:

    As 3rd party cookies disappear. conventional based marketing will be a player againFirst party-based marketing will increaseCompanies and agencies will have to revert back to marketing before 3rd party cookies became the norm

    ___________________________________________

    CRM Radio is hosted by Paul Petersen and Stacy Gentile of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel. GoldMine is the sponsor of CRM Radio.

  • As the host, Paul Peterson reminds us, the C in CRM represents the customer, so having a CRM system integrated with accounting is a very positive benefit for a company’s sales management and salespeople. In this interview, Paul talks with Joanne Wilson of The Trainers Advisory Network LTD. They discuss the power of GoldMine CRM and its connection to QuickBooks.

    ----more----

    How salespeople and sales managers benefit from connecting their CRM to QuickBooksThe benefits of getting a whole picture of a customer in one central repositoryThe paybacks of creating a new record in GoldMine CRM which creates a record in QuickBooksSalespeople love the connection with QuickBooks so that they know if their customers have been invoiced and when they paidThe advantages for sales when QuickBooks create a client summary report

    ___________________________________________

    CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel. GoldMine is the sponsor of CRM Radio.

  • CRM Host Paul Petersen and Sales Lead Management Association founder Jim Obermayer discuss the modern definition of Sales Lead Management, how some companies are separating themselves from being defined as CRM solutions and what salespeople expect from marketing and sales management. They discuss the crowded fields of CRM, Marketing Automation, ABM, and the resurrected field of sales lead management.

    Obermayer is also the President of the Funnel Media Group an internet radio and podcast production agency for B2B companies.

    ___________________________________________

    CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel. GoldMine is the sponsor of CRM Radio.

  • In this episode, Susan Finch talks with Paul Petersen about the lazy, stupid mistakes people make when using social media. They forget it's a people to people media and try to automate posts - barfing our stuff and that of others vs. true engagement to build relationships that can be converted to prospects or advocates - from either direction.

    ----more----

    Let's be honest, she goes on a few rants here because she's passionate about this topic. But she is right. Dead right. Everyone wants the easy way, the silver bullet to avoid actual work. People want to be liked, and loved, and talked about, but they don't want people to people contact; they just want it to look like they have contact, and care when they don't.

    Social media enables a unique opportunity to study another person or company before we attempt to directly engage. We can see their actual positions, words, favorite products, styles and more - it's way more informative than straight data. Data is sold as truth, but that's not the case. Data is an in the moment tabulation of a top of mind discussion, whims, a news headline trigger, a trip down memory lane and then the rabbit holes that spin-off of those directions.

    Social enables us to search for who is talking about what and then filter it from there - their position, their passions, their bugaboos, their pain. This guides the introduction and conversation. But how much should you engage? Why not automate it all? How can your CRM help you sincerely engage? You have the tools, you may need to rethink how you use them.

    About our guest:

    Susan Finch has been in public relations, advertising and marketing going back nearly 30 years. Her clients range from cities to healthcare services, small organizations, non-profits, real estate professionals and many B2B service providers. This variety of clients allows her to bring unexpected solutions to the challenges clients have had for years. Susan has had many clients for more than 20 years and enjoys keeping them current through her education packages, custom training libraries, as well as group sessions and events. She is also the VP of Operations for the Funnel Media Group.

  • Add the CRM Radio skill to your Alexa capable device to play the most recent or choose from a list.

    Justin J. Smal. CEO of Monread CRM who was named CRM Thought Leader by the All Ireland Business Foundation in 2018 is interviewed by Paul Petersen, host of CRM Radio. They discuss why the foundational purpose of CRM has not changed as the cornerstone of B2B businesses. Whether a business has five employees or hundreds, Smal says they need a CRM.

    ----more----

    Why it Matters“The core philosophy is still there, having data all in one place, seeing all your communications in one place, all the interactions that you might have with leads or prospects of the customer and actually be able to call up a record to see their thoughts and interest really hasn’t changed.“

    It is an interesting program for those who follow CRM applications and those who are still hunting for a CRM system that works for their needs.

    Justin J. Smal

    All-Ireland Business Foundation CRM Thought-leader and extensive CRM knowledge based on 25 years of delivering CRM solutions to a wide-range of businesses. Driven, personable and business savvy leader with an international background and a passion to enable business growth & transformation by delivering holistic CRM solutions for business large and small. Excellent presentation, customer relations and complex problem-solving skills.

    Specialties: CRM Strategy • Zoho CRM • Strategic Planning • Technology Integration • Requirement & Business Analysis • Solution Development • Continuous Improvement • Organizational Change Management • Leadership • Motivation • Collaboration • Sales & Marketing • Customer Experience

    Contact Info

    Justin J.’s Profile

    linkedin.com/in/jjsmal

    Website

    com (Company Website)

    Twitter

    jjsmal

    Dublin - 01 554 0251 | Boston - (857) 574-5780 | London - 020 3051 4806

    ___________________________________________

    CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel. GoldMine is the sponsor of CRM Radio.

  • Add the CRM Radio skill to your Alexa capable device to play the most recent or choose from a list.Growing Email Compliance Issues – GDPR, CASL, and CCPA – What?

    ----more----

    The database chicken has come home to roost and the results won’t be pretty for those that ignore it. Paul Petersen the host of CRM Radio interviews Dereck Lackey, managing director of Newport Thompson and Chairman of the Response Marketing Association. He is among other titles the author of CASL Compliance, A Marketers Guide to Email Marketing to Canadians. In this fast-paced information jammed 25-minute live program broadcast on December 19, 2019, and now available as a podcast they discuss:

    Jan 2, 2020 California Consumer Protection Act (CCPA) and its far-reaching consequencesHow new laws prevent marketers from doing whatever the hell they want to the customerWhy CCPA is more targeted to companies that sell data but doesn’t apply to non-profitsHow every company web form will all be affectedWhy legislation is the direct result of marketers who checked out of respecting the customerWhy it’s embarrassing that governments had to legislate to take care of customersWhy you must have someone in your company who is the data controllerIs GDPR the gold Standard for data protection?How consumer protection acts are good for your company

    About Derek Lackey

    With more than 30 years’ operating an advertising agency, Derek is focused on data protection & privacy and its effect on the brand. The author of CASL Compliance: A Marketer’s Guide to Email Marketing to Canadians, he looks to simplify the implementation of new data management practices within organizations such that they comply with global laws such as GDPR, PIPEDA, CASL, and CCPA, while taking good care of their prospects and customers. He believes making compliance practical makes compliance feasible.

    Derek is active in the privacy community chairing the Guidance Committee, Canadian Advisory Council – GDPR, co-chair, IAPP Toronto Chapter – 2020/2021, committee member on ISO 31700 – Privacy by Design for Consumer Products, the CEN CENELEC JTC 13 on Cybersecurity and Data Protection and the new Standard Council of Canada’s initiative - Data Governance Standardization Collaborative (DGSC)

    He is Managing Partner of Newport Thomson, a data & privacy consulting firm based in Toronto. In his volunteer role as Chairman of the Response Marketing Association, he has provided leadership in the area of privacy and marketing. He is also the Publisher of Blazon. Online a curated portal featuring great content for marketers. www.blazon.online

    Educated in Marketing at University of Toronto, Derek applies creativity to his business strategy while placing a strong emphasis on results. At one point in time, seven of the nine brands handled by his full-service ad agency were #1 in their categories in Canada.

    Newport Thompson

    We help organizations become compliant with new data/privacy/email laws in:

    United States (Can-Spam and California Consumer Protection Act 2018),Canada (CASL and PIPEDA) andEuropean Union (GDPR and ePrivacy Regulation)

    As the leaders in data & privacy compliance, our Global Data & Privacy Compliance™, a single system service that sets your data & privacy policies and procedures such that the organization is compliant in all jurisdictions.

    We also offer Canadian Anti Spam Legislation (CASL) compliance. We help identify and change your organization's practices and policies regarding electronic messaging . This law changes the way we use commercial email and SMS text messaging when targeting Canadians. Our way of operating must follow suit. We offer products/ services in the following areas:

    Review & Gap Reports - for those who wish to do the work themselves and simply have it checked by professionals who have a working understanding of the laws.Full compliance Programs/ Staff Training - for those who simply want to contract the entire task to professionals who can bring them into compliance quickly and efficiently.Certification Programs - approving other’s work with a full audit/certification.Recommending Marketing Automation Technology solutions to track consent status in real time.Email List building within each country - with new rules comes new practices in the area of list building strategies.

    All services are available in USA, Canada, Europe

    Background on the CCPA & the Rulemaking Process

    The California Consumer Privacy Act (CCPA), enacted in 2018, creates new consumer rights relating to the access to, deletion of, and sharing of personal information that is collected by businesses. It also requires the Attorney General to solicit broad public participation and adopt regulations to further the CCPA’s purposes. The proposed regulations would establish procedures to facilitate consumers’ new rights under the CCPA and provide guidance to businesses for how to comply. For more information about the Office of Administrative Law and California’s Rulemaking Process, see Office of Administrative Law - California Code of Regulations. For more information about the CCPA, see Fact Sheet, pdf.

    Information about the rulemaking process, pdf

    ___________________________________________

    CRM Radio is hosted by Paul Petersen of Goldmine CRM by Ivanti which is a program on the Funnel Radio Channel. GoldMine is the sponsor of CRM Radio.