About this episode

Aida Dillman shares five impactful actions to optimize your CRM for the new year.

Technology Solutions Consultant Aida Dillman with Osaic shares the top 5 things you can do with your CRM to start out the new year in the right direction. Aida discusses cleanup, security settings, goal evolution and automation.

People in this episode

Host: Osaic

Guest: Aida Dillman

Topics covered

• CRM
• technology
• business strategy
• automation
• security

Keywords

• CRM
• technology solutions
• business goals
• automation
• security settings

Mentioned in this episode

Organizations: Osaic

More episodes of Osaic Technology Podcast

• Aidentified's General Manager Dan Cavanaugh: Don't Guess Who to Reach Out To · May 4, 2026 · 23 min
• Definitive Consistency and Reducing Friction Points: Online Schedulers · April 23, 2026 · 10 min
• Talking Zocks AI with Jim Hardeman, EVP, Product · March 26, 2026 · 40 min
• Catchlight AI: We talk with CMO Daniel Gilmartin · March 6, 2026 · 33 min
• AI to Add Clarity to Estate Planning · February 17, 2026 · 10 min
• Carefull: Monitor the Financial Health of Aging Adults · January 29, 2026 · 8 min

Explore listener stats, chart rankings, contacts and more on the Osaic Technology Podcast podcast page.