The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®
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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Top 10 The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Episodes
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CustomerHub 2.0. Sell Your Knowledge Like a Pro, In a Jiffy
The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®
09/16/21 • 55 min
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 Kajabi
1 Listener
Pipeliner CRM: What You Love, You Use
The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®
08/11/21 • 49 min
What You'll Learn In This Episode of The CRM Sushi Podcast...
- 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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See How Sales Message Is Like "Gmail For Text Messaging" on The CRM Sushi Podcast #11
The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®
05/02/17 • 40 min
http://www.thesaleswhisperer.com/blog/sharpspring-crm
http://ReferWes.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 just texting with his personal cell phone. (Great for the salesperson but bad for the owner / manager who needs to keep all records inside his own platform.)
- His buddy sells cars and he doesn’t call people. He just texts them. These are all opt-ins.
- Water purification system uses HubSpot and is doing well.
- Infusionsoft sales rep hit Chris up on the last day of the month via text to make a sale.
- Works through Infusionsoft
- CallLoop is shortcode—one way—not great for conversations
- HubSpot, ActiveCampaign, Marketo, Infusionsoft with Zoho and Salesforce coming soon as well as Zapier.
- Automate your pipeline and follow-up with multi-step, multi-media.
- No integration with Google Voice so that limits you.
- Financial services companies need historical records to be in compliance. (Anchor is audio for Twitter but it takes time to listen.)
- It’s like Facebook Messenger or Slack.
- Add contacts one-by-one.
- Add merge fields in the app or from your CRM.
- Profile enrichment coming in Q2/17 by looking up their cell phone.
- Real time chats.
- Canned responses coming.
- Invite users and set permissions.
- Workflows—integrate it with your CRM or marketing automation platform. (HTTP Post in Infusionsoft or Webhooks with HubSpot)
- Rotate leads in HubSpot or Round Robin with Infusionsoft.
- Nathan has 40 trainers at four gyms in Ohio and needs customized messaging.
- Congratulate the client for checking in 10 times.
- Call forwarding will send it to your cell phone or anywhere else.
- Book Appointment: Apple, Google, Outlook, Yahoo, HubSpot Pricing like Twillio
- $10/seat/mo or $100/seat/year + 1.5 cents per text, 3 cents per picture Port in your numbers.
Badger Mapping Is on The CRM Sushi Podcast #10
The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®
04/28/17 • 36 min
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 Box Folder
- LinkedIn Profile
- Rep Names
- Does not need a CRM but it’s meant to work with your CRM.
- Has a few data sources to populate their database.
- Inside View gives you the rich, structured corporate data.
- Five years. No VC money so very sustainable growth.
LeadFuze—Automate Your Lead Generation—on The CRM Sushi Podcast
The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®
04/14/17 • 38 min
http://www.thesaleswhisperer.com/blog/sharpspring-crm
- Have more conversations with qualified prospects
- How good is your list?
- How good is your message to that list?
- First create your list inside LeadFuze...but keep it simple
- Click the big orange "Find Leads" button
- "Start Prospecting"
- Role / Function
- Industry
- Keywords (they have negative keywords created automatically for you)
- Country
- Location
- "Search for Leads"
- Google will limit you to six pages—600—results
- So site search on Google (this is all publicly available information)
- They are not scraping LinkedIn so they are acting within the Terms of Service for LeadFuze users
- Now click the orange "ADD" button to add each result or simply click "Add All Leads"
- Instead of having a VA from UpWork scour the internet to find background information on these leads, LeadFuze builds their profile for you automatically
- Filter by Email Type
- No Email
- Good
- Risky
- Imported/Edited
- Filter by Email Status
- Not Emailed
- Opened
- Clicked
- Responded
- Unsubscribed
- Bounced
- Rates the leads
- Has about a 50% success rate to find valid emails
- Filter by Email Type
- Sequences
- Send emails with customized merge fields and build them into a sequence
- Tracks Opens and Clicks
- Add a step such as a delay then create the next email
- You can also "Include Previous Emails" and have the email show up as a threaded email with the "RE:" subject
- He recommends at least four emails in a sequence
- Start short with no links or asking for an email. You're showing that you know them and respect their time...but don't use weak words
- This is "Seth Godin's worst nightmare. This is not permission marketing."
- Direct response marketing is what LeadFuze helps you do electronically.
- Cold email and cold outreach depends on your list and your message.
- "You're going to starve to death if you are relying on 100% inbound marketing."
- Inbound marketing works if someone knows they have a problem and are actively looking to fix it
- Works with your Gmail or Outlook 365 email so these emails are one-off emails from you. This is not a "blast" that the prospect can opt-out of since it's a targeted, customized email.
- "Create Schedule"
- List
- Sequence
- # of Leads to Email
- Schedule type
- Once they reply they are taken out of the sequence because now that Lead is a Prospect that you can manage in your own CRM.
- Your correspondence resides within your Gmail or Outlook. Import them with your CRM sidebar like Nimble, Infusionsoft, HubSpot, etc.
- Pause sequences if you're getting overwhelmed with great responses
- Once your ideal customer profile is created just spend a little time each week building your Lists so the Sequences continue
- But rather than Pausing, maybe slow it down to just 25 per day instead of 50 per day
- Three plans
- Generate
- Automate: Single founder or small team with no dedicated salesperson
- Dominate: For those in fulltime business development
- Adding more criteria to the tool regularly
- If your emails suck, you won't have success with any tool
- You get an onboarding session with the Automate or Dominate plan to help you craft effective emails and you'll have access to that account manager during the life of your account
- Requires Chrome for now
- They are launching Personas
ActiveCampaign CRM Is on The CRM Sushi Podcast #4
The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®
04/13/17 • 43 min
http://www.thesaleswhisperer.com/blog/sharpspring-crm
- 3 core elements
- 1) Email Marketing
- 2) Automation - sequences that segment off of workflows
- 3) Deals / CRM
- Segment on engagement, on source, etc.
- Each Contact has their own page along with history of engagement.
- Segment by job title, actions taken, actions not taken,...
- Most platforms are list-based while ActiveCampaign lets you segment on anything.
- Send based on standard blasts, dates, RSS, split testing, auto responders, and automated sequences.
- Pre-built templates, drag and drop, all mobile responsive, hide sections on mobile devices (i.e. for longer content).
- No limits on custom fields or Tags.
- Video snippet.
- Social snippet that links to you or lets them share.
- Track opens, clicks, replies, and Google Analytics.
- Automation is the power.
- “Recipes” are pre-built complete sequences.
- Their start triggers are vast and flexible such as
- Web page is visited
- Subscribes
- Unsubscribes
- Field changes
- Enters a pipeline
- Deal stage changes...21 in total.
- Send email, site message, SMS, Notify someone internally
- A little Javascript code (Wordpress plugin) for the site message.
- Slide in, appear, etc.
- Maybe they don’t open your emails but they’re on your site often.
- Conditions and Workflows.
- Wait
- If / Else
- Split (Even split [by number or date] or conditional)
- Go to
- Goal (the ultimate conversion)
- Start an automation
- End this automation
- End other automation,
- Webhook
- Deals - ConBon style like Trello
- Stages
- Multiple pipelines for different groups within the company such as course progress, customer service
- Can be used like a project management tool.
- SMS is built in with Twillio.
- Enterprise gives 1,000/mo.
- Just sends SMS.
- Open API to integrate with other tools as well as Zapier.
- Event Tracking.
- A bit more technical but powerful.
- Elegant and flexible forms:
- Inline
- Floating Bar
- Floating Box
- Modal.
- Drag and Drop.
- Wordpress plugin
- Embed
- Link
- Wordpress
- Drag and drop dashboard.
- Wonderful Chrome Extension for Gmail.
- Reports:
- All messages
- Automations
- Goals
- Open/Read Trends
- Email Client Trends
- Deals
- Great for solo-preneurs and the SMB space.
- Company is growing > 82 employees.
Qurious Co-Founder Sabrina Atienza Is on The CRM Sushi Podcast #12
The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®
05/05/17 • 47 min
http://www.thesaleswhisperer.com/blog/sharpspring-crm
http://ReferWes.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 of theory and hard to master it and apply it on a live call.
- Deep Learning since maybe 2012 has made AI more practical
- Speech recognition in real time in 2007 was not possible
- Prospects think there is “no way this will work in real time.”
- Recommends tight scripts for the first 20 seconds on a cold call.
- Creates “battle cards” for salespeople to reply.
- It takes practice to avoid cognitive overload.
- Module #1: AI listens to the best reps on the team to see how they open, ask high-impact sales questions, qualify, sequence, probes, trial closes, etc. Turn that into Battle Cards.
- Module #2: Real time listening
- Module #3: Analytics, post-mortem for management
- Refresh content on a weekly basis in the listening to update Play Books rapidly vs. six months to have an outsider manually create this.
- Make real scripts in real time vs top-down creation and delivery of scripts.
- Create Deck Sits on top of dialer or web conferencing platforms
- She uses Outreach Sits in the browser and detects when a call starts from your computer Detects when the call ends so sales reps don’t even have to click out.
- Full reporting and analytics.
- Shows discounts, rep questions, customer profiles, customer questions, trial closes, next steps Sales teams as small as five reps.
- Quantum Circuit Simulator during a hack-a-thon Qurious.io
- $80/seat/mo + $49/mo/seat for analytics
Booker Software Helps You Schedule Your Spa and Salon Appointments
The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®
08/01/17 • 46 min
http://www.thesaleswhisperer.com/blog/sharpspring-crm
http://ReferWes.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 cancellation policy
- 33% of Millenials will never pick up a phone to book a reservation
- 70%+ of traffic is on mobile
- "Match or beat" merchant account policy with three partners
- Clover Mini card-swipe
- Client-facing terminal (Chip-reader, Apple Pay, Tip, Receipts)
- Use Booker's tab for Walk-Ins
- Same framework as Google Calendar
- Add manually for call-ins
- Added to CRM
- Staff notified based on their preferences
- Pre-check-in feature
- Set-it and Forget-it reminders (email and text)
- Frederick
- Acquired 18 months ago for 2-way texting
- Smart marketing / rescue lost customers
- Setup suggested services
- Do a drip campaign with discount thresholds
- Smart AI to learn from the interaction of the customer
- Full email blasts
- Feedback and reviews
- NPS—Net Promoter Scores
- Frederick
- Side panel for fast check-in and check-out
- SaaS / Cloud-based
- Apple and Android apps with branded apps if interested
- Saves credit cards securely, which streamlines membership subscriptions
- Full-featured CRM
- Profile photo
- Progress notes with date and time stamp
- Appointments
- Orders
- Purchases
- Segment your list
- Customizable fields
- Basic
- Standard
- Plus (best if you need intake forms with custom information)
- Staff
- Salary structures
- Schedule
- Time clock
- Payroll (access granted to contractors)
- Products
- Vendors
- POs
- Inventory levels
- Reports / Business Intelligence
- Easy, informative dashboards (run on mobile)
- Customer App
- Direct interface to Google
- Yelp
- Referrals
- Groupon
- Magazine Ads
- Newspaper Ads
- Month-to-Month contracts
- Less than a typical cell phone bill
- Embrace the change! Get off of pen and paper and get on Booker.
- You get the onboarding help you need
Do Less Work and More Sales With Salesflare on The CRM Sushi Podcast
The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®
08/01/20 • 51 min
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: SalesFlare
- 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
- 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 Microsoft Dynamics
- Pulls data from FullContact
- 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 PieSync for 2-way contact synchronization
- Zapier templates available
CompanyHub on The CRM Sushi Podcast
The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®
06/13/18 • 50 min
- 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"
- Table View—Sort / Filter with advanced filtering
- Drag and drop to reorder columns
- More than 20 pre-defined reports
- Easy to customize
- Automation
- ProductHunt UTron
- No cost setup
- Chat support
- Integrations
- Zapier
- PieSync
- API
- 5 to 100 users
- Not a bulk email provider
- Set user permissions
- Chrome Extension for notifications
- Android and iOS mobile applications
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FAQ
How many episodes does The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® have?
The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® currently has 58 episodes available.
What topics does The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® cover?
The podcast is about Social, Seo, Marketing, Podcasts, Technology, Sales and Business.
What is the most popular episode on The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®?
The episode title 'Pipeliner CRM: What You Love, You Use' is the most popular.
What is the average episode length on The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®?
The average episode length on The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® is 44 minutes.
How often are episodes of The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® released?
Episodes of The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® are typically released every 26 days, 16 hours.
When was the first episode of The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®?
The first episode of The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® was released on Mar 9, 2017.
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