About this Episode
Introducing this week’s Agency Profit Podcast, where we dive into the world of operational and CRM systems with the ever-insightful Henrik Becker, founder of RevHops. Henrik’s journey from agency life to coaching and implementing systems like EOS, HubSpot, and Salesforce has given him a unique perspective on what it takes to streamline sales and marketing processes effectively. Together, we break down the biggest mistakes agencies make when implementing technology—like jumping to tools before aligning on processes—and explore how to establish scalable, data-driven systems that truly serve your business. Whether you’re struggling with CRM adoption, data accuracy, or managing change, this episode is packed with practical advice and proven strategies to help you rethink and refine your systems. Tune in to learn how to align technology with your team’s day-to-day reality and drive meaningful results for your agency!
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Points of Interest
- 00:51 – 01:29 – Introduction to Henrik Becker: Marcel introduces Henrik Becker, an expert in agency coaching, EOS implementation, and CRM systems, now leading Rev Hops to improve agency sales and marketing systems.
- 01:30 – 02:13 – Henrik’s Career Journey: Henrik details his evolution from systematic marketing in 2010 to specializing in CRM platforms like Salesforce and HubSpot, emphasizing management systems for success.
- 03:42 – 04:48 – Aligning CRM with Operations: Marcel and Henrik stress that CRMs and operational tools should address fundamental business issues, adopting a first-principles approach to technology.
- 04:49 – 07:04 – Common CRM Problems: Henrik identifies signs of ineffective CRM use, such as Excel dependency, poor adoption, and data inaccuracies, which undermine sales and marketing efforts.
- 09:18 – 11:24 – CRM Implementation is a Process, Not an Event: CRM implementation requires ongoing adjustments as the business evolves, rather than being treated as a one-time project.
- 11:25 – 13:16 – Steps for a Successful CRM Setup: Henrik outlines a structured CRM setup approach: align on the problem, document processes, define requirements, design solutions, and implement incrementally.
- 16:06 – 18:24 – Focus on Simplicity and Quick Wins: Starting with a simplified CRM setup to deliver quick wins builds momentum, avoiding over-engineered systems.
- 18:25 – 20:42 – Avoiding Operational Complexity: Henrik and Marcel advise against overly complex systems, advocating for implementations aligned with team capabilities.
- 20:43 – 23:08 – Agile vs. Waterfall in CRM Implementation: Henrik critiques improper Agile usage in CRM projects, recommending clear planning and incremental adjustments over chaotic trial-and-error.
- 23:09 – 25:13 – Adapting to Change: Successful CRM implementations require regular updates to keep systems relevant and aligned with business evolution.
- 29:24 – 32:08 – Marcel’s Choice to Build at Scale: Marcel shares his decision to scale Parakeeto, balancing cash flow, risk, and long-term enterprise value.
- 36:06 – 38:54 – Final Words of Advice: Henrik emphasizes prioritizing processes, accountability, and alignment before choosing or changing a CRM system, as software is secondary to clear operations.
Show Notes
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