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Marketing and Finance (MAF) Podcast

Jan 21, 2015

MPAF28 – Eileen Murphy on CRM, Business Processes and Successful Relationships

It’s so important for successful businesses to manage their interactions with current and future customers. Customer Relationship Management tools (CRM for short) can make a real difference to this process. But as always there are many systems available.

My guest today specialises not only in helping companies choose a CRM system, but also helps train them so that CRM becomes part of their culture.

Hear how Eileen started Informed Training and has helped many financial advisers embed CRM into their businesses. Listen to the passion Eileen has for marrying CRM with culture and business processes to create successful and profitable relationships.

That’s all right here in episode 28 of the Marketing Protection and Finance Podcast.

Who is Eileen Murphy?

Eileen runs Informed Training, which is an Independent provider of Consultancy and CRM Training services working closely with the Financial Services Sector.

They offer Independent practical hands on Consultancy in order to understand businesses. With empathy and understanding, this ensures that training is relevant and ensures companies use their CRM systems more effectively to drive their business forward.

A little known fact about Eileen is that she appeared on stage with the Late Roy Castle and Carol Vordeman – and like Roy Castle she believe in “Dedication – That’s What You Need.”

Links and Show Notes.

For links to the books and apps mentioned by Eileen, please visit for the show notes.

What is the Marketing Finance and Protection (MPAF) Podcast?

This is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of protection and finance.

The MPAF Podcast is a 30 minute audio show you download from, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

I’ll be asking what we can do to make protection and finance more accessible to the consumer. We’ll talk about:

             Marketing, communications and propositions.

             Financial and protection products

             Interesting business models and campaigns

as well discussing how advisers can promote their own businesses using modern content and social media methods.

My aim is to make sure that you will get one or two big business ideas that you can apply to your own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

I’m your host, Roger Edwards. A Marketer for 25 years, ex-MD of Bright Grey and Scottish Provident, content and social media champion, I’m now in business to help your business.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review.

Would you be interested in appearing on the MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF listeners can take away to use in their own businesses. Do please contact me if you want to get involved.