The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®
Unscripted, real, transparent information and interviews from Wes Schaeffer, The Sales Whisperer®, to help you master inbound marketing and generate more inbound sales that close faster, easier, at higher margin, with less stress and more fun. Wes is a CRM expert, Sales Trainer, Air Force Veteran, Copywriter, Successful Entrepreneur, Husband of 27 years, Father of 7, Author of two books, Keynote Speaker, Brown Belt in Brazilian Jiu-Jitsu. Join us at TheSalesWhisperer.com/podcasts for recaps of every interview, along with valuable resources for aspiring Entrepreneurs and Sales People. TheSalesWhisperer.com is where Professional Sales People come to grow.
info_outline
Find and Leverage Your Strongest Connections To Accelerate Sales With The Swarm, By David Connors
06/29/2024
Find and Leverage Your Strongest Connections To Accelerate Sales With The Swarm, By David Connors
Get your free 60-day demo of The Swarm with this link: 00:00 Introduction to The Swarm 04:19 Applicability for Salespeople 06:17 Revealing Hidden Relationships 10:01 Determining Relationship Strength 14:05 Leveraging Existing Relationships The Swarm is a next-generation CRM and network relationship management system. It helps you organize and manage your relationships by building workflows and tapping into the collective influence within your network. The Swarm aggregates data from various sources, such as LinkedIn, email, and work overlaps, to determine the strength of relationships. You can filter and organize your connections based on target accounts and engage with them through personalized intro requests. The Swarm is particularly useful for salespeople who can leverage their existing relationships to gain warm intros and increase conversion rates. Name your price for the Make Every Sale Program here: https://saleswhisperer.gumroad.com/l/OiXZk SUBSCRIBE to sell more, faster, at higher margins, with less stress, and more fun! https://www.youtube.com/@TheSalesWhispererWes ----- Connect with me: Twitter -- https://twitter.com/saleswhisperer TikTok -- https://www.tiktok.com/@thesaleswhisperer Instagram -- http://instagram.com/saleswhisperer LinkedIn -- http://www.linkedin.com/in/thesaleswhisperer/ Facebook -- https://www.facebook.com/wes.sandiegocrm Facebook Page -- https://www.facebook.com/thesaleswhisperer Vimeo -- https://vimeo.com/thesaleswhisperer Podcast -- https://feeds.libsyn.com/44487/rss YouTube — https://www.youtube.com/@TheSalesWhispererWes Sales Book -- https://www.thesaleswhisperer.com/c/way-book BUSINESS GROWTH TOOLS https://12WeeksToPeak.com https://CopyByWes.com https://CRMQuiz.com https://TheBestSalesSecrets.com https://MakeEverySale.com https://www.TheSalesWhisperer.com/ https://www.thesaleswhisperer.com/c/ipa
/episode/index/show/crmsushi/id/31936897
info_outline
Control Your Team's Calls & Texts With Simplii VoIP + CRM
04/19/2023
Control Your Team's Calls & Texts With Simplii VoIP + CRM
Links Mentioned In The CRM Sushi Podcast : get a free 15-minute consultation with me : Just because you like the show, the no-bullshit approach, and don't want to buy a book, software, or The Make Every Sale Program. : take control of every sales opportunity like a pro. : Turn lurkers into leads : Get $20,000 in free processing from Stripe, save 15% on Bose, save on hotels, travel, car rentals, you name it. : ...that get opened and get you paid! : work the phone like a machine so you can be a human when you connect. : Send video emails that make an impact so you can stand out from the noise. Use promo code SALESWHISPERER to get 33% off for 3 months GUEST INFO: Guest Site: https://www.simplii.net Guest LinkedIn: https://www.linkedin.com/company/simplii/ PODCAST INFO: Support The Sales Podcast: The CRM Sushi Podcast Website: https://www.thesaleswhisperer.com/crm-sushi Apple Podcasts: SUPPORT & CONNECT: Check out the sponsors above, it’s the best way to support this podcast Support on Patreon: Twitter: Instagram: LinkedIn: Facebook: Medium:
/episode/index/show/crmsushi/id/26515014
info_outline
Reprise, The Demo Creation Platform, Is on The CRM Sushi Podcast
02/14/2023
Reprise, The Demo Creation Platform, Is on The CRM Sushi Podcast
showcases Reprise, the demo creation platform of your dreams—now a reality. Built for presales, sales, and marketing teams to win. CRMQuiz.com
/episode/index/show/crmsushi/id/25919718
info_outline
Aleks Gollu, 11Sight Remote Selling Tactics on The CRM Sushi Podcast
01/11/2023
Aleks Gollu, 11Sight Remote Selling Tactics on The CRM Sushi Podcast
Links Mentioned In The CRM Sushi Podcast : get a free 15-minute consultation with me : Just because you like the show, the no-bullshit approach, and don't want to buy a book, software, or The Make Every Sale Program. : take control of every sales opportunity like a pro. : Turn lurkers into leads : Get $20,000 in free processing from Stripe, save 15% on Bose, save on hotels, travel, car rentals, you name it. : ...that get opened and get you paid! : work the phone like a machine so you can be a human when you connect. : Send video emails that make an impact so you can stand out from the noise. Use promo code SALESWHISPERER to get 33% off for 3 months GUEST INFO: Guest Site: https://www.11sight.com/ PODCAST INFO: Support The Sales Podcast: The CRM Sushi Podcast Website: https://www.thesaleswhisperer.com/crm-sushi Apple Podcasts: SUPPORT & CONNECT: Check out the sponsors above; it’s the best way to support this podcast Support on Patreon: Twitter: Instagram: LinkedIn: Facebook: Medium:
/episode/index/show/crmsushi/id/25569864
info_outline
Send Video Email Easily to Grow Sales With Sendspark
09/07/2022
Send Video Email Easily to Grow Sales With Sendspark
Links Mentioned In The CRM Sushi Podcast Get your and save 33% for three months with promo code SALESWHISPERER Mentioned In The Sales Podcast : get a free 15-minute consultation with me : Just because you like the show, the no-bullshit approach, and don't want to buy a book, software, or The Make Every Sale Program. : take control of every sales opportunity like a pro. : Turn lurkers into leads : Get $20,000 in free processing from Stripe, save 15% on Bose, save on hotels, travel, car rentals, you name it. : ...that get opened and get you paid! : work the phone like a machine so you can be a human when you connect. : Send video emails that make an impact so you can stand out from the noise. Use promo code SALESWHISPERER to get 33% off for 3 months GUEST INFO: Guest Site: https://www.sendspark.com Guest Twitter: https://twitter.com/sendspark Guest Facebook: https://www.facebook.com/sendspark/ Guest LinkedIn: https://www.linkedin.com/company/sendspark/ PODCAST INFO: Support The Sales Podcast: The CRM Sushi Podcast Website: https://www.thesaleswhisperer.com/crm-sushi Apple Podcasts: https://apple.co/3AUjTBc SUPPORT & CONNECT: Check out the sponsors above, it’s the best way to support this podcast Support on Patreon: Twitter: Instagram: LinkedIn: Facebook: Medium:
/episode/index/show/crmsushi/id/24296433
info_outline
Turn Lurkers Into Leads With Leadferno on The CRM Sushi Podcast
08/11/2022
Turn Lurkers Into Leads With Leadferno on The CRM Sushi Podcast
Took five days over email to try to buy a boat when it could've/should've been a 5-minute discussion SMS helps you convert lurkers to leads quickly High risk and high reward to build your own Text blasts are great for e-commerce Consumers like the two-way features of text, i.e., it's a utility Broke code in early 2021 Sept 2021 went to market "The Lead Box" is always visible for the consumer to engage Customize the buttons and the movement Channels Put the top conversions in front of the customer Go right to text Link out to any URL like your scheduling tool Click to call and track it Primary button Icon (he recommends including "Text" since it's a game changer!) Reporting Google Analytics Funnel Message with Facebook Messenger and Google Business Messages No broadcast SMS, purely one-to-one "Add to Contacts" Free 800 number Can port over landline Turn lurkers into leads." All, Unassigned, Me folders First-come, first-served by sales reps Transfer communications Management can oversee conversations Orange, Green, Blue, Grey Integrates with CRMs, but the SMS is sent from inside Leadferno Zapier integration and an API for custom integrations Instant auto-reply to establish immediate contact During business hours After hours Run multiple profiles Segmentation of inboxes Service departments or locations Have one account but multiple profiles for each location Everything is time-stamped and user-stamped Shortcuts, i.e., snippets Team Personal Conversations can be transferred/assigned Schedule texts in the future for follow-up Closeout conversations as Won or Lost Start new conversations I hate convincing prospects Service requests Google reviews Two-week free trial Watch Previous Episodes of Links Mentioned In The CRM Sushi Podcast
/episode/index/show/crmsushi/id/24021603
info_outline
DropFunnels Supercharges WordPress & Beats ClickFunnels
07/21/2022
DropFunnels Supercharges WordPress & Beats ClickFunnels
He was working a lot in WordPress and it was complex Too many weakest links In late 2019 he wanted to create a no-code WordPress infrastructure Create a funnel-builder inside WordPress and throw away the duct tape Still integrates with CRMs and payment integrators It's a journey of elimination Load quickly, launch quickly, work from day one Be cute and clever or you can be clear Can you build your entire business on just three tools? Gmail DropFunnels Zoom He solves his own problems! It's a journey of elimination." Funnels, Courses, Pipelines, Lead Quizzes Get paid: PayPal increases conversions between 2-10% Get paid in crypto SMS chat with leads Templates Import ClickFunnels pages Authority funnel—a one-pager with one call to action (Tony Robbins has "Get Tickets") Create Product 10-50% will take an order bump Add an upsell easily SMS included Reporting Split test one thing at a time Headline Graphics CTA Do SMS from a real phone number Own your own domain to control your domain reputation Page speed is critical Rankability Traffic, Marketing/Conversion, Follow-Up DropFunnels is the Marketing/Conversion He likes conversational closing He uses People want relationships Integrates with Twillio for SMS Watch Previous Episodes of Links Mentioned In The CRM Sushi Podcast Get your account of at 50% off for three months here (DropFunnels.com/crmsushi)
/episode/index/show/crmsushi/id/23811749
info_outline
Close Bigger Enterprise Deals Faster With Fluint
05/24/2022
Close Bigger Enterprise Deals Faster With Fluint
Make complex sales faster Not just one decision-maker Not just one sales call Your internal champion needs to be empowered to carry your key points Your internal champion is an expert in their problems Craft sales content that's guaranteed to close." Develop content around the buyer's own words Work as a team with the champion This helps you follow good practices Stay on track with good processes Conversation, intelligence, sales enablement Current processes are too manual and labor intensive Make it easy to follow more of a buyer-enablement focused process I rehabilitate salespeople and train their managers Most sales managers are massaging the reports their salespeople provide You need sales processes to scale Stages on Workspace Uses various plan templates Positive and Negative keywords Listens in real time to find the keywords and create content blocks Gong, Chorus, etc. help salesreps deliver the right pitch during the meeting Fluint helps capture content for the follow-up Invite Champion into the workspace Develop the message with the champion He started this on Google Docs to see if buyers would share this across the organization He did $1 million by using Google Docs, but why aren't other sales teams doing this? It was hard to build the content Conversations got lost in the email threads This is one dedicated process for all sales reps to follow Get notified of new activity Free beta right now but you must provide feedback Watch Previous Episodes of Links Mentioned In The CRM Sushi Podcast
/episode/index/show/crmsushi/id/23208878
info_outline
Maropost on The CRM Sushi Podcast
03/15/2022
Maropost on The CRM Sushi Podcast
Ecommerce Platform + Marketing Automation Everything You Need To Grow Your Business. Email, SMS, Mobile, Journeys and Ecommerce - We give you all the tools to scale and simplify the way you connect, market and sell to your customers! Unified platform, not "all-in-one" Volume email player Landing pages, surveys, etc. Bought a Shopify Plus competitor Bringing in additional e-commerce functionality (Nedo out of Australia) Email deliverability is vital Data is king in email deliverability You need to look at email deliverability by ESP Pro and Enterprise Maropost customers have their own dedicated email deliverability expert Shared IPs hurt your email deliverability Google made changes that hurt email deliverability for a lot of customers It's not just about the send, the open, or the click When you transition to Maropost they warm your IP address for 30 days or so Maropost assists with your sends as well How to warm up your IP address Maropost looks at your domain reputation Maropost gives you a realistic report on how you look on the interwebs Reporting on email opens is changing Maropost looks at "Unique Opens" Maropost is not a CRM Most Maropost users are B2C ROI on email marketing is north of 40:1 still Watch Previous Episodes of Links Mentioned In The CRM Sushi Podcast Get your
/episode/index/show/crmsushi/id/22451024
info_outline
CustomerHub 2.0. Sell Your Knowledge Like a Pro, In a Jiffy
09/16/2021
CustomerHub 2.0. Sell Your Knowledge Like a Pro, In a Jiffy
What You'll Learn In This Episode of The CRM Sushi Podcast... Don't get CustomerHub if you want to pay for 22 tools instead of 3 Don't get CustomerHub if you want to pay for a bloated WordPress install Re-tooled CustomerHub in March 2021 It's a standalone platform It's simpler than WordPress More affordable than Watch Previous Episodes of Links Mentioned In The CRM Sushi Podcast
/episode/index/show/crmsushi/id/20490572
info_outline
Pipeliner CRM: What You Love, You Use
08/11/2021
Pipeliner CRM: What You Love, You Use
What You'll Learn In This Episode of The CRM Sushi Podcast... Nikolaus Kimla, founder of Pipeliner CRM Past guest on The first and only CRM today in the SMB space that has the key account management embedded Three inner and three outer rings API Automatizer: sales and marketing automation is the key Backend Functions Activities Outer Project Engine Key Account Management Reporting Engine Analytics Engine Salesforce Automation Reduce the repetitive tasks No coding, just drag & drop Worked for Apple in Europe Brought Apple to the universities in the 80s and had the first computer-to-computer networks Has spent four years to make the drag-n-drop features easy The typical salesperson needs to focus on leads and activities Multiple pipelines available View as a map overlay feature View as a list View in a compact form Drill down and see the hierarchy/org chart View as a bubble chart View deal velocity Great tool for both the hunter and farmer, i.e., account management salesperson "Add to Comparison" Products Categories Find accounts where you can upsell, cross-sell The Navigator is where you start your day Ready to qualify Ready to move Old Leads Lazy Opportunities Tasks Missed Close Date Velocity Issues The Largest Open Opportunities Everything starts with a Lead Chop it up into targeted Lists Send email broadcasts and see reports Sent Opened Clicked Call from browser is integrated and included Sidebar for Outlook and Gmail Create Reports on the fly Customize with fields Create charts from reports Schedule reports to update and be sent to you regularly and automatically What you love, you use." The UI is engaging Email history is saved inside the CRM Watch Previous Episodes of Links Mentioned In The CRM Sushi Podcast Start your free trial
/episode/index/show/crmsushi/id/20087996
info_outline
EmailAnalytics Is X-Ray For How Your Entire Company Uses Email
06/25/2021
EmailAnalytics Is X-Ray For How Your Entire Company Uses Email
What You'll Learn In This Episode of The CRM Sushi Podcast... HubSpot and Infusionsoft won't give you the type of reports EmailAnalytics gives This shows how your team is using email throughout the day Internal, prospecting, etc. 25-50% of the average professional's workday is spent inside their inbox Productivity tools can show you some reports, but they don't look at email inboxes like this Meant for managers of teams, i.e., sales, service, remote, etc. who need better insight as to how their teams are spending their time Who is over-worked? Who needs more work? Who are my fastest responders? How does this impact sales? {{cta('67ba3142-9b0c-40b0-9cc4-b83f67ff8c66','justifycenter')}} Just because you're an email admin doesn't mean you know what your people are up to 35-50% of all sales go to the vendor that responds first If you respond to a lead in under 60 minutes, your chances of closing the sale go up 700% The Hawthorne effect refers to a type of reactivity in which individuals modify an aspect of their behavior in response to their awareness of being observed. Respond 42.5% faster with EmailAnalytics You're overwhelmed already EmailAnalytics puts this reporting at your fingertips Leverage the daily and weekly default reports to keep it simple Persistence is key to success in any venture If you want something, keep asking for it Watch Previous Episodes of Links Mentioned In The CRM Sushi Podcast Visit and visualize your team's email activity and use promo code "sushi" for 20% off your first two months
/episode/index/show/crmsushi/id/19601153
info_outline
See How To Improve Your Email Deliverability With Adrian Savage
04/06/2021
See How To Improve Your Email Deliverability With Adrian Savage
What You'll Learn In This Episode of The CRM Sushi Podcast... Get 30-40-50% open rates with your email Are you sending the right emails to the right people? The Health Check currently works with , , , Keap, Mailchimp, ConstantContact, CampaignMonitor and Send In Blue. Related Posts Watch Previous Episodes of
/episode/index/show/crmsushi/id/18615266
info_outline
PhoneBurner: Make a LOT More Calls—and Sales—Fast!
12/21/2020
PhoneBurner: Make a LOT More Calls—and Sales—Fast!
What You'll Learn In This Episode of The CRM Sushi Podcast... 11 years and continue growing The phone still makes sales It's a power dialer Simple CRM (not like Salesforce) Upload spreadsheets or pull them in via an API Create a lead stream Works in the U.S. and Canada Typical customers are 5-10 seats but they scale from 1 to 100's It can be outbound cold calls, recruiting, mortgage, real estate, financial services Clients are switching from paper, some are using Excel/Google Sheet, some are switching from CRMs, and some use them to integrate with Salesforce, HubSpot, or Zoho If you're making at least five calls at a time, PhoneBurner makes sense Voicemail, email, and texting See 2x to 4x increase BCC back to Salesforce, sync with HubSpot Zapier, PieSync, etc. PhoneBurner is dialing one-on-one, click to leave a voicemail Multi-media, multi-step is the key Great, live phone support 12 hours a day, five days a week Phone scripts Customize your playbooks It's not a predictive dialer so there are no delays Unlimited license so one person could use it 10 hours a day but the emails and calls will be coming from them Leverage their Custom Email Sending Server LeadStream lets you do a blind pull and assign leads quickly Send automatic SMS coming vPhone is an option if you need your own number so salespeople aren't using their own numbers
/episode/index/show/crmsushi/id/17269172
info_outline
nocrm.io on The CRM Sushi Podcast
12/03/2020
nocrm.io on The CRM Sushi Podcast
What You'll Learn In This Episode of The CRM Sushi Podcast... Action-based lead management system Selling is a process Actions must be performed at the right time 11,000 users Lead view Pipeline with multiple-pipeline view Create leads via API, email, business card scanner, Zapier, native integrations with other platforms Lead Clipper can import contacts from LinkedIn or contact from any person you see online To do or Standby Set reminders Set action, ie. SMS, Call, Meeting, E-mail, send quote It will send you a reminder Won/Lost Edit contact records quickly Log activity Collaborate with your team by "@" them Customize the list of activities Disposition each outreach quickly Tag your leads Source Product/Service Loss reason Upsell opportunity Add attachments Call or email right from the contact (opens Gmail) Scripts to be used by your team (like HubSpot Templates and Sequences) Prospect qualification guideline (like HubSpot Playbook) Pros, Cons, etc. Integrate with quoting and invoicing tools Cold prospects vs. Leads vs. Clients Import your Cold Prospects Convert to "Lead" with one button Move to next quickly Send one-on-one emails via your email tool Reporting Dashboards Statistics Pre-defined reports Call logs, etc Best for 1-30 or 40 salespeople Free trial with a low price point Monthly or annual options Will help you think about your process via the Admin settings Stick to their promise of helping sales teams vs. marketing or support Chat support in seven languages
/episode/index/show/crmsushi/id/17057000
info_outline
Prospect On LinkedIn Better With Linkdra: The CRM Sushi Podcast
12/03/2020
Prospect On LinkedIn Better With Linkdra: The CRM Sushi Podcast
What You'll Learn In This Episode of The CRM Sushi Podcast... Not quite the "voodoo" of Custom Audiences Started because as a startup he was low on funds and low on lead lists Be selective with your lead generation and outreach Create your Buyer Personas Your product roadmap, etc. flows from that You're usually targeting smaller businesses that may be hard to identify Buy a list or run ads...both can be expensive LinkedIn gives you a great starting point, but you still have to do the search 10x your B2B lead generation No need to run ads All search engines help you search "the world," but Linkdra helps you search just LinkedIn Targeted search to directly reach your ideal prospects Go from cold to warm leads by activating your LinkedIn Use their Live Search for LinkedIn Easy prospecting with LinkedIn Search Deep Connect to Convert Action Connects Safe by Design No plugins No extensions Use your regular browser Get 4x more responses with preview cards Setup Card Share Link Fill your CRM automatically Built for Teams No repeats or duplicates Library of common personalized templates Progressive access rights Central contacts database Search public indexes to avoid being throttled by LinkedIn The downside is that the data is not as fresh as if you hit LinkedIn directly and you'll get a subset of the full data Put speed on your side but stay human to get the best results Use smart assistants vs. 100% automation Six steps to lead generation Define your target customer persona Setup requirements (location, roles, keywords, organizations) Sales Navigator defaults to larger companies Linkdra helps you find key prospects at smaller companies Run search by requirement Score results, filter for best matches Send connection request with a killer message (this is the first time you engage with LinkedIn) On connect, share a warm thank you note Extensions are easy to detect and shut down by LinkedIn Workbench Search: smarter automation Automated boolean Search, score, sort in minutes Saves your past searches to reuse or start fresh Connect: at scale Review results, score, filter Engage: Stay in touch Import data right into HubSpot or other CRM URLD.in is in beta now to send images via messages Includes UTM Tracking Great for agencies and recruiters
/episode/index/show/crmsushi/id/17042258
info_outline
Seismic Sales Enablement Software
11/06/2020
Seismic Sales Enablement Software
What You'll Learn In This Episode of The CRM Sushi Podcast... is getting the right internal marketing content into the hands of your salespeople so they can get that to their hot prospects in order to move the sale along the pipeline Make sellers more effective It's hard to get face-to-face today Zoom meetings can only get you so far Content and Content should be consumed, not scrolled through Immerse your prospects into your content like a movie or a game Interactive content is more than dynamic content The medium is the message Your prospects can self-direct how they consume Micro-app for rapid development Live app to import existing presentations into their format Merges and renders both PowerPoint and Google Presentations seamlessly Authoring tools are not engaging Make your presentations engaging Features both standalone and integrations with CRMs like Track deal stages, top sales reps, and accelerate sales Gain visibility into how to close sales faster Designed with an open API Related Posts
/episode/index/show/crmsushi/id/16705487
info_outline
CloudShare on The CRM Sushi Podcast
10/06/2020
CloudShare on The CRM Sushi Podcast
What You'll Learn In This Episode of The CRM Sushi Podcast... Virtual IT Lab Provider Replicate a computer system Demonstrate your solution Remove the need for the physical device Sales demos Training Customers Staff Buyers are... Critical Smart Busy Distracted Let buyers get hands-on and test what's relevant to them Replicate at scale Do multiple demos with ease Manage large sales teams effectively Internal and client training Set policies for timing (start/stop) Password protect Maximum students Isolate the sandbox from a production environment Do for real! Train channel partners
/episode/index/show/crmsushi/id/16287971
info_outline
Do Less Work and More Sales With Salesflare on The CRM Sushi Podcast
08/01/2020
Do Less Work and More Sales With Salesflare on The CRM Sushi Podcast
What You'll Learn In This Episode of The CRM Sushi Podcast... Not always easy to invent and design says Jeroen Corthout, CEO Likes building things for that sense of ownership April 2014 had the idea Had to find a good name: Less work, more sales. A simple yet powerful CRM for small businesses selling B2B. Didn't think about building a CRM CRMs are broken They take a lot of work to use People don't like Salesforce It's not built for follow-up It's not built for the end-user Salesforce is built for management Most CRMs require data duplication Email Phone Calendar He had a business intelligence business He wanted a system to help him stay up to date instead of keeping the system up to date Saw how MailChimp worked and provided feedback and it was interesting Liked how marketers could measure everything but salespeople couldn't do it easily Bigger companies weren't interested because they thought it was two databases SMB users are looking for a practical CRM It can replace Salesforce and Microsoft Dynamics Data automation is key Built an investor deck Built a prototype No real development for several months Kima Ventures funded deals fast Incubator in June then an accelerator in September Shifted from large businesses to the SMB space Late 2015 landed first CRM customer who replaced Pulls data from Syncs calls from Android Tracks emails When meetings are created SalesFlare pulls in that info from your calendar Notifications Tasks Today Upcoming Completed Overdue Suggested Inactive Add meeting notes Reply to emails They are automatically completed when the actions are taken Pipelines Multiple can be created Drag & Drop stages Set colors on stages Logos added Advanced filtering Workflows Email until they open or engage Sent as personal email (remove the unsubscribe button) Merge fields to personalize Insights (Dashboard) Revenue Avg Sales Cycle Avg Value Won New Expected Comparison Top Earning Accounts Top Lead Scores Top Lost Reasons Funnel Analysis Team Metrics Review by time in the past Setup guide during trial 12 steps Complete them all to extend your free trial Settings Configure pipelines Billing Customize fields Task settings Notification settings Email settings Calendar settings Applications & integrations Import data API keys Use for 2-way contact synchronization Zapier templates available
/episode/index/show/crmsushi/id/15441275
info_outline
Autoklose Sales Engagement Platform on The CRM Sushi Podcast
03/06/2020
Autoklose Sales Engagement Platform on The CRM Sushi Podcast
What You'll Learn In This Episode of The CRM Sushi Podcast... Sales engagement with a B2B database rolled into one platform All data is B2B email Helps you find great leads 44% of salespeople only follow-up once Autoklose helps you automate your follow-up with qualified leads InfoUSA or Discover.org Connects to your own ESP—GMail, Outlook—and sends on your behalf 150-250 per day is his recommended sweet spot for outreach They allow up to 500 per day Run many different campaigns that run automatically and stops automatically when the prospect replies Dashboard updates every 5 minutes Four simple steps to launch a Campaign He includes weekends when he's reaching out to C-Level executives but not managers Cold outreach cadence of 3-4 days is good in the beginning Scans email for SPAM content Embed video with Vidyard Sequence stops when actions are taken A/B split test Everything is BCC'd back to your CRM so it's tracked Send short emails of 50-75 words Personalization is key They are Google-approved by passing an expensive Google audit Building cadences for every industry (free tool) Offers content and cadence building as a service On-boarding and training now part of all new accounts Free support 14-day free trial
/episode/index/show/crmsushi/id/13437959
info_outline
SEMRush on The CRM Sushi Podcast
03/03/2020
SEMRush on The CRM Sushi Podcast
What You'll Learn In This Episode of The CRM Sushi Podcast... SEO vs. SEM vs. SEA Search engine optimization Search engine marketing Search engine advertising (a little more straightforward) Content is still king in SEO SEO is not dead 11 years with 800+ staff in the company Online visibility management & content marketing platform 2 tools in 2008 42+ tools now SEO Content Advertising Competitive Research Social Media Sales, BizDev, & Affiliate Teams Menu Competitive Intelligence Add-On Advertising Content and PR Social Media Management Competitive Intelligence Add-On Traffic Analytics Market Explorer Market Explorer (Start here) Game Changers Established Players Leaders Niche Players Share of Visits Create a Custom Market Traffic Analytics Focus on a top competitor Traffic Sources Referral Search Top Pages See the top pages of your competitors Search for "cart" or similar phrases for e-commerce sites to see how they are converting Geographic Distribution Destination Sites Subdomains Bulk Analysis Advertising Advertising Research Ads—see the ads they are running Display Advertising Paid Search Trends Paid Search Positions PLA Research Content Marketing Toolkit Topic Research SEO Content Toolkit SEO Writing Assistant Readability SEO Originality Tone of Voice Brand Monitoring Post Tracking Content Audit Lead Generation Tool (great for digital marketing agency) Opportunity Social Media Social Media Poster Social Media Tracker Watch Previous Episodes of Links Mentioned In The CRM Sushi Podcast Start your
/episode/index/show/crmsushi/id/13394285
info_outline
OnCourse Sales Engagement is FIRE on The CRM Sushi Podcast
01/28/2020
OnCourse Sales Engagement is FIRE on The CRM Sushi Podcast
Sales Engagement is more than a CRM It's the dialer, the bulk email, etc. Modular approach Beta users Feb 2019 Paid users Sept 2020 Started with six features Email Calling/VoIP CRM Store quotes Nice interface Voicemail drop Auto-note pop-up Rolling history Pinned Note Schedule SMS Edit/Stop sequences easily Custom fields Opportunity pipeline Edit opportunities via pop-up window Stay in the pipeline screen Color-coded deals Multiple pipelines Change views between card and table Inbox color-coded—Low, Medium, High Task view Calendar view Rolling list view Template creation is easy SMS Email Sequences Internal and external Automated and manual Chrome plug-in for LinkedIn sales outreach Embed video in emails Done-For-You data migration Big in the MLM space and home healthcare Mobile app rolling out in Feb 2020 Pricing Flat rate per user No pricing for contacts Heavy on support Get all of the show notes for every episode of with Wes Schaeffer, . Use these resources to grow your sales: Check out early episodes of The Sales Podcast: . . . . .
/episode/index/show/crmsushi/id/12914657
info_outline
Automate Your Lead Generation and Cold Emails With ScopeLeads
11/15/2019
Automate Your Lead Generation and Cold Emails With ScopeLeads
. Automate Your Lead Generation and Cold Emails Find leads and outreach in seconds with personalized, effective emails Technically it's a "Pre-CRM" Helps you do digital marketing/prospecting at scale Control your pipeline with outbound outreach Focuses on local businesses Built for digital marketers so you can segment by AdWords bidding AdWords lacking Social lacking Standard and Auto options Gets sent from your ESP via API Software will audit their site Integrated CRM See opens Take notes Add to sequence Follow-up is key to email marketing Building a Zapier connection Get them to reply. Get them on the phone. Send a "Fake-audit" Get all of the show notes for every episode of with Wes Schaeffer, . Use these resources to grow your sales: Check out early episodes of The Sales Podcast: . . . . .
/episode/index/show/crmsushi/id/12048149
info_outline
Sales Nexus CRM Craig Klein on The CRM Sushi Podcast
11/15/2019
Sales Nexus CRM Craig Klein on The CRM Sushi Podcast
. Formerly in sales and frustrated with ACT! and Salesforce in the energy sector in Houston Moonlighted on the side while developing his CRM and launched in 2003 He targeted the big CRM—ACT!—and offered an online home for companies using ACT! Helped those users transition Average customer lifetime for a SaaS CRM is only 28 months Buyers get distracted by the bells and whistles of the new CRM You need to get your salespeople to use the CRM What do you need to know about your customers? "Why do you need to spend this money in the first place?" The marketing automation industry has done a disservice to sales teams over the last decade We try to "warm up" leads for salespeople and then marketing washes their hands But sometimes it takes longer to close due to nothing the salesperson did or didn't do Which department is most important: sales or marketing? Most people have haphazard sales processes Includes marketing automation There is a lot of low-hanging fruit in your database of old leads If your list size is 2,000 and you have an average sale of $2,000 you'll make an extra $8,000 per month, every month you stay in touch Write down your customer's pains and send an email addressing each of those pains Works in all browsers Mobile app has business card scanner Great reporting/dashboard Leave a voice note that is transcribed automatically onto the contact record Get all of the show notes for every episode of with Wes Schaeffer, . Use these resources to grow your sales: Check out early episodes of The Sales Podcast: . . . . .
/episode/index/show/crmsushi/id/12047978
info_outline
Get the Best Infusionsoft Help Desk + Messaging With FuseDesk
10/14/2019
Get the Best Infusionsoft Help Desk + Messaging With FuseDesk
http://www.thesaleswhisperer.com/blog/topic/podcast Hear on The Sales Podcast Help desk + messaging platform Inbound emails Inbound SMS Support cases Live chat Email broadcasts Emails coming into your work/personal email is a nightmare You can't scale by forwarding your emails to your support staff Shared email addresses can't prioritize or track who replied Transition Your team Your customers If you don't take great care of your customers...someone else will." ~Kate Zabriskie Great customer service is a profit center. If I had an hour to solve a problem and my life depended on it, I would use the first 55 minutes determining the proper questions to ask." ~Albert Einstein Who does FuseDesk help? Visibility and insights for Business owners Accountability for team Ease of use for customers Login with your Infusionsoft/Keap user ID Create Cases with Infusionsoft Campaign Builder Works with many membership sites iMember360 Wishlist Member Two simple views for your team Case Queue Actual Case Automate the flow of support emails Templates for quick replies with merge fields Color-code age of tickets Auto-follow-up with customers to measure how you're doing Earn your "Commitment To Excellence" badge Apply Case Tags to trigger detailed automation Route VIPs Integrates with Slack to keep team updated
/episode/index/show/crmsushi/id/11629847
info_outline
Pipedrive CRM on The CRM Sushi Podcast
10/12/2019
Pipedrive CRM on The CRM Sushi Podcast
http://www.thesaleswhisperer.com/blog/topic/podcast http://MakeEverySale.com Have a CRM that your salespeople want to use and are not nagged to use and update that actually helps them sell First CRM made by salespeople for salespeople Customizable pipeline stages Integrates with e-commerce Integrates with quoting tools Can be used as a project management tool Can create multiple pipelines by vertical or industry Integrate email with Gmail, Outlook, POP, IMAP Build templates and email sequences Track opens and clicks Scheduling Progress Dashboard Reports Goals Import contacts via CSV Great on-boarding No fee if you need help and you meet certain requirements 10 years in business with no big prices increases Not an email marketing tool, per se, but it does integrate with ESPs Use an integration for round robin lead assignment Great mobile app Chat and phone support
/episode/index/show/crmsushi/id/11614130
info_outline
Get 75% Open Rates With Bonjoro on The CRM Sushi Podcast
09/04/2019
Get 75% Open Rates With Bonjoro on The CRM Sushi Podcast
http://www.thesaleswhisperer.com/blog/topic/podcast http://MakeEverySale.com Make engaging videos over email Started tripling leads and they realized they were onto something Didn't go looking for a video product Matt is a designer by trade They were/are a research company in the video space so they understood videos Video is just a medium Be more authentic and transparent FINALLY! Stop trying to cut all corners Do what does not scale to really connect Desktop and smartphone app He recommends you use your phone Bonjoro sits on top of your CRM Make the prospect feel special with a private, custom video Create word of mouth and superfans through this type of customization Get started for free
/episode/index/show/crmsushi/id/11120678
info_outline
Plan Social Media Content Like a Pro With Planable
07/22/2019
Plan Social Media Content Like a Pro With Planable
Struggled with content creation for clients Created content in Google Docs and spreadsheets but had to wait for the clients to approve Created multiple Facebook Groups Created PowerPoints, Email, Air Table, etc. Created fake Facebook Pages to see how the content would appear Links Meta data Video sizes It was a mess! Collaboration is the key to great content Dashboards have workspaces Each is unique for the social media platform Filter by categories Internal notes Resolve issues Client approves Facebook Repost Save as Draft to Facebook Save as Ad to Facebook (in draft mode) Calendar view Like Tweet Deck Drag and Drop to reschedule/repost It's not a social media management platform It's a content-planning & collaboration platform Views List Grid Manage teams and permissions Track Activity Restore and republish Set Preferred Audiences and Emojis
/episode/index/show/crmsushi/id/10608368
info_outline
See How Woodpecker Email Is Your Co-Pilot for Sales
07/18/2019
See How Woodpecker Email Is Your Co-Pilot for Sales
Your co-pilot for sales Do the cold emailing for you for outbound marketing Invoices Newsletters Set meetings at events They'll educate you on domain authority and reputation Sometimes you need to create a sub-domain or alternate, but related, domains Send clean, non-spammy emails Adhere to the limits of your ISP Ensure your prospects are valid Done as part of their service before being sent
/episode/index/show/crmsushi/id/10572920
info_outline
Spiro HQ on The CRM Sushi Podcast
07/02/2019
Spiro HQ on The CRM Sushi Podcast
Software should help salespeople engage and connect with customers Building an Iron Man suit for salespeople Build an email cadence Natively integrates with ERPs like Netsuite Can replace other CRMs Can replace sales enablement tools like SalesLoft and Ring Central The AI has native access to make recommendations CRM + Telephone + Sales Enablement + AI Sales Enablement Cadence of emails, calls, and SMS Call recording and coaching Sales intelligence and reporting Telephone VOIP SMS Voicemail Automated receptionist Call transferring CRM Contact management Populate info from URL Account management Opportunity management Filter Sort Forecasting Activity Tracking Remove data entry via the Spiro Assistant Makes recommendations About 70% accurate Developed by listening to 20,000 sales conversations for the right cadence Recommends a call over an email first Spiro will learn your sales cycle to create the right timing Leverage about 52 commands and it's integrated into Siri and other voice command platforms Adoption Guarantee
/episode/index/show/crmsushi/id/10204940