The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®

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 verti...

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...

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 uniq...

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

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, an...

http://www.thesaleswhisperer.com/blog/topic/podcast http://MakeEverySale.com Automation Marketing companion for your CRM Infusionsoft ActiveCampaign Ontraport Drip ConvertKit Sell. Teach. Engage. Since 2013 Wordpress plugin Migration plugin Create from scratch Migrate Hire a certified partner Powerful enough for developers, designed for marketers Sell Accept payments directly in multiple currencie...

Affordable CRM starting at $24/mo/user (billed annually) Quick Add new contacts Web-to-Lead Import CSV Add, Edit, Merge Contacts and Companies Hotness Meter for reminders Email sync Add CC's to Contacts and Sync Emails as a "smart suggestion" Send emails GMail plugin available Templates available Realtime tracking without the recipient knowing Click and drag Pipeline Stages Click "Won" Click "Lost...

Snapchat is alive and well Even old guys! You own Snapchat "Channels"  If you're boring on Snapchat you are dead The viewers are young and savvy They know about the "50% off" gimmicks They know about the "Free plus shipping gimmicks" They grew up with the internet Be relevant Be interesting Be engaging You only have 10 seconds for a Snapchat ad If your audience is 13-25 years old you need to be on...

Spun off of Basecamp in 2014 Launched CRM in 2007, one of the first alternatives to Salesforce Simple, functional platform is in their DNA Ideal for small businesses as their "first CRM" Leads. Follow-Ups. Relationships. Understand it right out of the box without reading the manual Sophisticated options and features are available if you need them Not big on deal flow Unlimited Tags and Custom Fiel...

http://ReferWes.com http://BestCRMForMe.com Over 1,000 customers YouTube is for video marketing and building community but it's tough to monetize 80% of his customers are doing subscription models Udemy, Kajabi, etc. go after smaller providers looking to do one course Ustream is white label and goes after those looking to launch catalogs and applications Apple TV Roku Wanderlust TV iOS app for exa...

http://ReferWes.com http://BestCRMForMe.com Angela Meharg QuickBooks Desktop QuickBooks Online is coming on strong Earlier this year added "Job / Project" feature under one customer Worked with custom reporting for about 20 years Her CFO friend came to her (the Crystal Reports Goddess) She had worked with SAP and Oracle... But QuickBooks is hard to "get under the hood" Tough to find their data in...

http://ReferWes.com http://BestCRMForMe.com   Dan Kurt, founder of  Unific Revenue Conduit founder Recognized pain their customers experienced Most automation platforms aren't built for eCommerce customers Raised $1.5 million this year and launched Shopify only for now (they have a great API) Nearly 70% of shopping carts end up abandoned Order confirmation emails are opened 60-70% Single-usage exp...

http://ReferWes.com http://BestCRMForMe.com macanta sits on top of Infusionsoft Came out as a real-world assignment from a client of his They had Infusionsoft and an enterprise billing system They needed a single interface Set permissions for users Create Saved Searches Contacts Opportunities Tasks Lock Tags to limit mistakes by inexperienced users Make recorded calls from inside macanta Infusions...

http://ReferWes.com http://BestCRMForMe.com Alexis Teichmiller with ConvertKit Email marketing tool for creators selling to a community It's not all about having a huge social media following because you don't "own" that real estate. You own your list and your website Mix of simplicity and power with automation 15,000 customers in four years Built on 5 main pillars Opt-in forms Automation Sequence...

http://ReferWes.com http://BestCRMForMe.com Scott Desgrosseilliers What's your ROI on your ad spend? Now he has 400+ customers in just two years Make profitable, data-driven marketing decisions Trust, understand, and interpret your data Patent-pending sales-attribution and analytics platform and done-for-you data analysis "The world does not need another pie chart." He only shows verifiable data F...

http://ReferWes.com http://BestCRMForMe.com   Joshua Latimer If you deal with home owners this is a powerful tool Kind of a direct mail company Allows you to hyper-target residential homeowners Helps you personalize Enables you to create automated drip-sequences with Ringless voicemail Post cards Letters Gifts, Etc. Target the neighbors of your customers with direct mail Use a drag-and-drop mappin...

http://ReferWes.com http://BestCRMForMe.com   "Quickly create and send custom video emails that boost response rates by 8x!" Video will help sales people re-introduce the human component back to sales How to send personal video messages This is not Wistia or Vimeo. It's more like BombBomb Sales reps are asking for more content and better access to more content including capturing screen demos More...

http://www.thesaleswhisperer.com/blog/sharpspring-crm http://ReferWes.com http://BestCRMForMe.com   Alexander Lalonde Health, wellness, beauty, spas, tanning, waxing Mobile-friendly booking engine Can be white-labeled via their API Operates like an airline Resource-based Time Employee Price Realtime Tiers / exerience level Level 1 PCI compliant Take a deposit Hold credit card Pre-pay Accept cancel...

http://www.thesaleswhisperer.com/blog/sharpspring-crm http://ReferWes.com http://BestCRMForMe.com   You don't know what's going to work You have to try and test and iterate Your prospects are "expert ignorers" Bootstrapped beginning with ALL the features in 2006 Launched in 2007 Rebuilt 2010-2014 Rebuilt the front end 2015-2016 Now...made it simple Made it easy and fast to build campaigns Give acc...

http://www.thesaleswhisperer.com/blog/sharpspring-crm http://ReferWes.com http://BestCRMForMe.com   Philip Schweizer, Founder and CEO,Lead Scoring & Website Tracking as-a -Service Identify hot leads Last Visit, Total Visits Lead's Interest Summary Visited Pages Visit History It's painful for companies to change CRMs and marketing automation software so SalesWings integrates with your email marketi...

http://www.thesaleswhisperer.com/blog/sharpspring-crm http://ReferWes.com http://BestCRMForMe.com Sabrina Atienza UC Berkeley - physics and computer science and her co-founder is math, electrical engineering, and computer science Tried selling this into big-pharma and large enterprise She memorized scripts to go door-to-door in high school to raise money She learned all she could about sales. Lots...

http://www.thesaleswhisperer.com/blog/sharpspring-crm http://ReferWes.com http://BestCRMForMe.com   Co-founder of CallLoop—bulk one-way SMS People wanted 2-way conversations via text with a local phone number Colleges market to millenials. HVAC companies. Insurance agent is killing it with no CRM and is having two way SMS conversations Transportation company has three sales guys and his best is ju...

http://www.thesaleswhisperer.com/blog/sharpspring-crm http://ReferWes.com http://BestCRMForMe.com Helps field salespeople be more successful. Does the tedious work. Juggling of map and scheduling and contact information. Colorize accounts by: Priority Days since last check-in Sales YTD Next Step Date Prospect Qual CRM Link Customer Type Customer Photos Next Step Customer Contracts Folder Customer...

http://www.thesaleswhisperer.com/blog/sharpspring-crm http://ReferWes.com http://BestCRMForMe.com What are you utilizing your systems for? Take energetic, strategic steps towards a single goal. Single system that helps you automate your sales and marketing. 40% of Microsoft owners actually use it. Invoicing Email marketing If you don't have a lot of customers, how do you scale up to the next level...

http://www.thesaleswhisperer.com/blog/sharpspring-crm http://ReferWes.com http://BestCRMForMe.com Overcome group buying dysfunction Help organizations make better decisions faster. How to create Automated & Dynamically personalized demsos "I need to check with my team and get back with you." Only 28% of sales reps know how to handle this objection. Vision Qualified Technical Selling Who's more imp...