540: Customer Relationship Management Tools, Artificial Intelligence, Work-Purpose Alignment, and Workflow Automation with Scott Gellatly

Scott Gellatly is a former slave to his own business. Since systemising his company using Podio, he’s created both freedom and a lifestyle for himself and his family. Along the way, Bollo Empire, his former company, became a top Podio education and development agency.

He's here to talk about how to digital transform our businesses using workflow automation, customer relationship management systems, and artificial intelligence.

Quotes:                                                                                                                                   

“Humans will always want to buy from humans. There's no such thing as B to B or B to C, only B to P. People want to buy from people.” – Scott Gellatly

“The definition of work fundamentally has to change. It means that the sort of jobs we're used to expecting after school will change.” - Scott Gellatly

“We need to look at how we're going to transition people and upskill them to live a higher, best purpose, and how we're going to compensate them.” - Scott Gellatly

Takeaways:

01:41 Automation will free workers from repetitive tasks, allowing them to focus on more creative and strategic roles.

03:44 The future of work involves aligning technology with human purpose and potential.

12:01 Small businesses must adapt to technological changes or risk becoming obsolete.

15:45 Choosing the right CRM system depends on your specific business type and relationship with customers.

20:38 Data-driven decision-making is crucial for business growth and efficiency.

Resources

Podcast: Play in new window | Download (Duration: 24:46 — 22.8MB) | Embed

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Filed in: Archive 3: 2018-2020 • Business • Interview • Motivation • Podcast

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