CRM & Automation with Lindsey Pickles artwork
The Agency Accelerator

CRM & Automation with Lindsey Pickles

  • S1E45
  • 26:30
  • November 26th 2020

In today’s episode of the podcast we are talking all things CRM and marketing automation.

I am excited to have Lindsey Pickles from Bright Dials on the podcast. Bright Dials helps companies get to grips with their customer data by implementing customer relationship management (CRM) systems and marketing automation tools as well as the processes to support their successful use.

Time stamp

1.03 Who is Bright Dials?

1.35 Definition and difference of a CRM and marketing automation system

2.34 Why is it so important for companies to implement CRM and Marketing automation? 

3.10 What would you say to someone who doesn’t have a CRM in place and doesn’t have customer data stored in one place?

5.27 How do you start untangling where they are at right now and what they need?

8.40 What does volume costs mean?

9.35 At what stage should an agency start investing in CRM and automation?

10.24 Efficiency gains from using these tools    

11:55 Understanding your numbers and data  

13:00 How do you select the best tools

14:14 What is your view on one tool that can do it all rather than using individual tools and integrating them together?

 16:36 Example tools you can use  

18:49 If you are new, what should you do next?   

20:10 Customer journey mapping

22:45 closing the leaky bucket

23:00 If you could go back in time and give your younger self, just starting out in business, one piece of advice, what would it be?

Useful links:

You can contact Lindsey:



Terminology guide

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The Agency Accelerator

Busy agency owners can have a hard time balancing delivering exceptional work with finding ideal new clients - all the while, ensuring the smooth running of their agency.

Every 2nd Thursday, join Rob Da Costa, agency owner and coach, as he explores the key topics that affect you and your agency. I share tools and ideas to aid your profitable growth as well as interview industry expert guests, who share their experiences of working in or with agencies just like yours.

Whether you are just starting out or run an established growing agency, whether you run an online or bricks & mortar agency, this is the podcast for you.

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