The Marketing Share

CRM Mastery: Aligning Marketing & Sales, Lead Nurturing, and Data Hygiene Secrets with Jason Kramer (Ep 37)

Alec Cheung & Barb VanSomeren Episode 37

Is your CRM actually helping you close more deals—or just creating more headaches?

In this episode of The Marketing Share, we sit down with Jason Kramer, CEO of Cultivize, to uncover the biggest mistakes businesses make with CRM systems—and how to fix them.

Jason, known as The Yoda of CRM, shares how businesses can bridge the gap between marketing and sales, clean up messy data, and turn “dead” leads into real revenue.

With a background in graphic design and marketing automation, Jason has helped companies unlock the full potential of their CRMs by focusing on processes over tools—because software alone won’t save you.

You’ll learn:

  • Why CRM implementation often fails (and how to do it right)
  • The key to aligning marketing and sales for higher conversion rates
  • How data hygiene protects your email deliverability and domain reputation
  • Affordable CRM solutions for startups and small businesses
  • How podcasting can fuel lead generation and build trust with your audience

If your CRM feels more like a data graveyard than a sales engine, this episode is packed with actionable strategies to get it back on track.

Timestamps:

00:00 - Intro
 00:46 - Welcome
 03:18 - Meet Jason Kramer & the story behind Cultivize
 06:45 - Why most CRMs fail (and how to make yours work)
 12:10 - Case study: Closing $800K+ with CRM nurturing
 18:40 - Marketing vs. sales alignment: Stop the blame game!
 27:55 - Data hygiene: Clean your CRM or lose $$$
 38:20 - Best free CRM tools for startups & small businesses
 47:30 - How podcasting fuels lead generation

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Want to be a guest on The Marketing Share Podcast? Send us an email with your bio and proposed interview topic to marketingsharepodcast@gmail.com, and our podcast manager will get back to you soon.

Want to connect with Alec and Barb to talk all things marketing and how they can help you leverage the marketing wing of your organization?

Connect with Alec here
Connect with Barb here

Cheers.