I deeply enjoy serving my fellow man and helping people in whatever capacity possible. My desire is to continue in this service the remainder my days.
I have learned; chasing money is a rather hollow existence and frought with disappointment, betrayal, insincere friends and untrustworthy allies. When I do business with a desire only to help others, there is only success, and on a variety of levels. The financial rewards are nice, but the perks of providing honorable service are far greater.
"Let no man seek his own, but every man another's wealth." 1 Corinthians 10:24
I am very happy in my new venture with Cloudia Assistant. We offer a CRM/Lead Tracking/Drip Marketing system and a Quote Engine for small and medium size businesses as well as special folder sharing for Call Centers. We are simply the company who remembers the hard times and we want to help agents, agencies and call centers get through them faster than we did. Agents are getting screwed (sorry for the vernacular but to say "taken advantage of" does not bear appropriate weight) and nobody seem to care. We exist to help agents and agencies at all levels produce more, become more effective and organized, and do so at an affordable and sustainable rate. I enjoy working with companies who truly offer a service that helps their customers in a dramatic fashion and Cloudia Assistant does this better that any I've previously worked for.
I help people individually but our company provides a cloud based CRM created for the insurance industry but capable of helping nearly any industry. It is by far the greatest value available and easy to learn and use. I've been using CRM's now for 30 years and Cloudia Assistant is the easiest and most powerful in the areas where salespeople need it. You can create a drip marketing campaign in about 2 minutes and you can have hundreds of automated email campaigns going simultaneously. Organize and track leads, report ROI, metrics and efficiencies. It also has a powerful hierarchal system to keep track of managed teams plus a commission calculation system (ideal for MLMs) plus a health insurance quote engine and shared folders (to make teams and call centers more productive, prolific and profitable), and it is all included for only $29.95 per month. We help build companies and make you more efficient, easing many marketing burdens, helping retain customers and growing your potential in dramatic fashion.
If you are simply looking for advice, call me at 817-778-4515.
What do you like most about your profession?
Freedom and working with people to help them become successful.
What questions do clients most commonly ask you? How do you respond?
How does drip marketing work? First: Organized your leads/customers into various folders/groups you would like to send certain email messages to. Cloudia will automatically send emails according to the marketing campaign you set up. If you want group (A) to receive specialized emails messages 1,3,7,15 then every 30 days after they became a new lead or bought or entered a certain folder, Cloudia will sent them all plus more.
What are 3 attributes you need to be successful in your industry?
Patience, fortitude, hard work
How are you different than others in your profession?
I really care about the success of others more than myself.
What are your biggest professional influences (books, mentors, events)?
Books, seminars and mentors.
How do you typically handle disagreements with clients?
Try to explain, be honest and provide information. If they still don't agree I will let them have their opinion.
Describe your proudest professional accomplishment.
Being rated in the top 20 agents in United American (~5000 agents at the time) in my first year while working only part time (3 days a week).
Director of Sales and Marketing at Cloudia Assistant (Insurance CRM)
October 2013 - Present
I am currently creating sales/marketing strategies, networking groups, sales collateral and special offerings. Also, CRM training and some CRM tech support.
Managing Director at The Business Enhancement Business
May 2011 - June 2012
We strive to help SME's to very large companies find all resources, products, services, CRM, training materials, books etc., that will help them improve or enhance their business, their staff or themselves.
Director of Sales at Lexona (PGI) LTD
September 2010 - April 2011
Manage sales/marketing functions for the company utilizing CRM. Sales, sales reports, improved company presentation, writing tenders, sales to companies with at least £250,000,000 T/O, traveling throughout the UK and Europe where necessary. Sold off my first presentation. In 5 months built a pipeline of 24 companies close to starting our services. Selling to FD's, FC's, MD's, AP Managers, Procurement, as well as NHS.
Director of Sales & Marketing at TRANSACTION ANALYSTS LTD
December 2007 - August 2010
Manage sales/marketing functions for the company utilizing CRM. Trained sales staff, sales reports, writing tenders, approve quotes, signing contracts, public speaking (presenting/speaking at conferences), F.D. Forum conferences. Sales to companies with at least £100,000,000 3rd party spend traveling throughout the UK where necessary. The most first years sales before me was 8. I sold 12 my first year. Selling to FD's, FC's, MD's, AP Managers, Procurement as well as NHS.
President at Samaritan Marketing
February 1998 - June 2007
Business and Marketing consultancy, Insurance, CRM and other specialties. Helped small businesses with marketing and sales. Set up sales forces, trained sales and marketing people. Author, public speaker, founder of Samaritan Business Builders which was a not for profit marketing training and social network.
Advertising Sales at THE SPECTRUM
November 1997 - January 1998
Sold display advertising, customer service, ad layouts.
Owner/Business Consultant / Independent at TAYLORED IDEAS
March 1997 - November 1997
Assisted new businesses getting started. Hired new personnel, organized marketing plan, pricing, sales and production, set up CRM.
Superintendent at ULTIMATE CONSTRUCTION INC
January 1995 - March 1997
Organized crews, scheduled jobs and subcontractors, overseer of jobs, problem solver.
Sales/Marketing Manager / Trade Show Manager / International Distribution Manager at STRATA INC
October 1991 - December 1994
Sales, Product management, recruited staff, ad creation, managed 3rd party development, mailers, marketing campaigns, CRM, public relations, trade show coordinator, product bundles, negotiations and forecasting. Set all international policy, organized distribution channels, developed new business strategies, managed international sales team.
Owner / Operator at AMIDAN SPECIALTIES
March 1991 - September 1991
Organized assembly crew, created new products, financials, organized procedures, office management, quality control, purchasing and sales, CRM. Recruited and trained staff.
California State Polytechnic University-Pomona
Field of Study: Electrical Engineering
Snow College- Ephraim Utah
Degree: AAS Degree
Field of Study: Electronics
How to Fall in Love with an Ugly Person
Publication: Samaritan publishing
Date: Jun 14, 2006
The book is a two fold system helping people have confidence in themselves even when the world is against them and the other is how to turn an ugly product into a winner people would desire to have.
The Opportunity In Every Opportunity
Date: Nov 06, 2001
The Opportunity in Every Problem is a simple, compelling fable that illustrates how the right approach to a problem can transform any obstacle into an opportunity for growth and success. Inspirational, motivational, with an easy-to-read approach, it's a book for business people, students, teachers, parents-anyone who wants to learn a unique way to look at and learn from life's many roadblocks. Taylor offers a simple process that anyone can follow and appreciate. A small book that packs a powerful and enlightening principle, The Opportunity In Every Problem helps people realize their own capacity to achieve regardless of the barriers that always seem to hamper success.
The Opportunity In Every Problem
Publication: Samaritan Publishing/Gibbs Smith Publishing
Date: Nov 06, 2001
The Opportunity In Every Problem can open up a new way of looking at and responding to the countless decisions you must make every day in all areas of your life, business, friends, family, and spiritual. Scott Taylor teaches that a true opportunity is anything that benefits you as well as others." - Ken Blanchard, Coauthor of The One Minute Manager The Opportunity in Every Problem is a simple, compelling fable that illustrates how the right approach to a problem can transform any obstacle into an opportunity for growth and success. Inspirational, motivational, with an easy-to-read approach, it's a book for business people, students, teachers, parents-anyone who wants to learn a unique way to look at and learn from life's many roadblocks. Taylor offers a simple process that anyone can follow and appreciate. A small book that packs a powerful and enlightening principle, The Opportunity In Every Problem helps people realize their own capacity to achieve regardless of the barriers that always seem to hamper success.
Ft. Worth, TX
Ft. Worth, TX
Phone: 1 817-778-4515