How to Build a CRM

In this episode, Eric Martin (Vanta) walks us through what Vendor Risk Management is and why it's important to consider. You'll learn: The benefits of vendor risk management How startups typically do this AND how you can set up a process to mitigate risk 0:00 Intro 0:40 What is Vendor Risk Management 0:55 Why companies invest in Vendor Risk Management 2:12 How do startups do this today? 3:20 How do you identify critical vendors that your employees are sharing data with 4:00 How do you classify vendor risk? Email [email protected] for a special 25% discount on Vanta products.

In this episode, Eric Martin (Vanta) walks us through what Vendor Risk Management is and why it's important to consider for startups. 0:00 Intro 0:40 What is Vendor Risk Management 0:55 Why companies invest in Vendor Risk Management 2:12 How do startups do this today? 3:20 How do you identify critical vendors that your employees are sharing data with 4:00 How do you classify vendor risk? Email [email protected] for a special 25% discount on Vanta products.

In this episode, Vishal Sunak, Founder & CEO of LinkSquares, walks us through how he took his company from $1M in ARR to $10M ARR in just 2 years. You will learn how to grow faster using Vishal's framework: People, Product, development, Predictability, and Philosophy on VCs. Learn more about LinkSquares at https://linksquares.com/ Follow Vishal on Twitter: https://twitter.com/thesunak0:00 0:41 What does it mean to be the "best" in SaaS 2:26 Vishal's framework: People 8:08 Vishal's framework: Product development 11:19 Vishal's framework: Predictability 12:47 Vishal's framework: Philosophy on VCs

In this episode, we hear from David Derigiotis (Embroker), on how cybersecurity can differentiate your business. You will learn the following: - How to protect your business from cyber threats - Why cybersecurity is more important now than ever before Learn more at: http://embroker.com/startups (0:24) Intro (1:54) Why This and Why Now (7:42) Cybersecurity By the numbers (10:16) How to protect your business (14:29) Examples of stolen data (18:20) Leverage to differentiate

In this episode, Presh Dineshkumar (LAUNCH) walks us through how to use ChatGPT for content ideation and creation, specifically, how startups can start producing high-quality content with ChatGPT right away. (0:00) Intro (0:29) Generating ideas from existing content (6:28) Using Chat-GPT for your product or service from scratch (10:34) Creating micro-content with Chat-GPT

In this episode, we're joined by Shensi Ding, Co-Founder at Merge, to talk about product-led growth and how you can implement it at your company. Merge is a single API to add hundreds of integrations to your app. Learn more at: https://merge.dev/twist Speaker: Shensi Ding - https://www.linkedin.com/in/shensiding/ 1:13 Why focus on PLG (product-led-growth) 5:01 Prioritizing Customer Success 6:57 Three pillars of Product-Led-Groth

In this episode, Kelly Schricker (LAUNCH) walks us through the importance of a CRM and how you can use it to drive business functions, like sales, marketing, operations, and more.  Follow along to build your own CRM!   More from Kelly: https://twitter.com/KSchricks 1:18 Choosing a CRM 5:29 Understanding how to set up a CRM 11:30 Demo of a CRM in Notion 15:55 CRM management 17:25 Top 4 failures when implementing a CRM

In this episode of the Founder University podcast, we've got a great talk by Richard Wang (Pilot), walking us through how to understand your startup budget and optimize it for the current economy. Also, you’ll learn some tips on how to extend your runway.   Learn more at http://pilot.com/events/cfo-office-hours   Richard Wang: https://www.linkedin.com/in/richardycwang/   0:50 Smart budgeting 2:01 Understanding key budget drivers 4:28 State of the VC market 5:15 Tips to extend your runway

In this episode, we hear from Jen Bryan (Velocity Growth), who walks us through how to get started with Paid Acquisition.  You'll learn:  How to find & create custom audiences that you can use for ad targeting How to create engaging and relevant ads Where to find your competitor's ads & see what works well for them    Learn more from Jen on Twitter: https://twitter.com/JenBryan_  1:30 What is advertising? 3:20 Problem / Solution fit 6:26 See competitor ads 7:45 Building custom audiences

First, we hear from Kelly Schricker (LAUNCH), who walks us through how to set up a fundraising process AND what to do/say/show in your first investor meeting.    After that, we have a presentation from Eric Martin (Vanta), who talks about SOC 2 compliance, and why you might want to pursue it, and how to use it to your advantage to win deals.  Learn more: www.vanta.com/landing/soc-2-in-2-weeks   ========   How to Fundraise & Prepare for Your First Investor Meeting - Kelly Schricker (LAUNCH)   1:13 The fundraising funnel  1:40 Where to find investors  4:14 Investor tracking pipeline template  9:45 Pre-meeting preparation  12:38 Post-meeting follow up ========   Why Compliance Wins Deals - Eric Martin (Vanta)  15:06 What is SOC 2  15:40 Importance of SOC 2  18:45 How to use SOC 2 to your advantage & wins deals