Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The CRM Sushi Podcast
Wes Schaeffer, The Sales Whisperer®
Honest, Unscripted, Transparent Reviews of the Latest Tools For Small Business Growth including CRMs, inbound marketing, marketing automation, inbound selling, e-commerce, shopping carts, social media marketing, and email newsletter platforms.
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Pipeliner CRM: What You Love, You Use
Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The CRM Sushi Podcast
08/11/21 • 49 min
- Nikolaus Kimla, founder of Pipeliner CRM
- Past guest on The Sales Podcast episode 439
- 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
- The UI is engaging
- Email history is saved inside the CRM
- Start your free trial Pipeliner CRM
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CustomerHub 2.0. Sell Your Knowledge Like a Pro, In a Jiffy
Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The CRM Sushi Podcast
09/16/21 • 55 min
- 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 Kajabi
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SEMRush on The CRM Sushi Podcast
Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The CRM Sushi Podcast
03/03/20 • 47 min
- 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
- Advertising 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
- Start your free trial of SEMRush now

Automate Your Lead Generation and Cold Emails With ScopeLeads
Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The CRM Sushi Podcast
11/15/19 • 33 min
Get the show notes and bonuses for all episodes here.
- 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 The Sales Podcast with Wes Schaeffer, The Sales Whisperer®. Use these resources to grow your sales: Check out early episodes of The Sales Podcast:

Sales Nexus CRM Craig Klein on The CRM Sushi Podcast
Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The CRM Sushi Podcast
11/15/19 • 50 min
Get the show notes and bonuses for all episodes here.
- 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 The Sales Podcast with Wes Schaeffer, The Sales Whisperer®. Use these resources to grow your sales: Check out early episodes of The Sales Podcast:

Get the Best Infusionsoft Help Desk + Messaging With FuseDesk
Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The CRM Sushi Podcast
10/14/19 • 40 min
http://www.thesaleswhisperer.com/blog/topic/podcast
- Hear Jeremy Shapiro's entrepreneurial journey 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
- Great customer service is a profit center.
- 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
- Accessally
- Memberium
- 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

Get 75% Open Rates With Bonjoro on The CRM Sushi Podcast
Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The CRM Sushi Podcast
09/04/19 • 41 min
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

Pipedrive CRM on The CRM Sushi Podcast
Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The CRM Sushi Podcast
10/12/19 • 28 min
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

Plan Social Media Content Like a Pro With Planable
Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The CRM Sushi Podcast
07/22/19 • 34 min
- 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

OnCourse Sales Engagement is FIRE on The CRM Sushi Podcast
Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The CRM Sushi Podcast
01/28/20 • 41 min
- 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
- 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
- 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 The Sales Podcast with Wes Schaeffer, The Sales Whisperer®.
Use these resources to grow your sales:
- Sell More This Month
- Hire Better Salespeople
- Hire The Best Keynote Speaker
- Find Your Best CRM
- Join the Free Facebook Group
Check out early episodes of The Sales Podcast:
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