Badger Mapping Is on The CRM Sushi Podcast #10

04/28/17 • 36 min

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

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.

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.

Previous Episode

bizzflo: Beautifully Effective Automation Is on The CRM Sushi Podcast #9

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?
Do the common things uncommonly well.
First Data encryption
HTTPS encryption over the entire platform.
Lean methodology. Their customers are the innovation for their company.
Using multiple systems introduces inefficiencies into your workflow, profitability, and sustainability.
Grow your business.
You need to like what you’re using. The GUI matters.
Customize Dashboard
Time Clock
If/Then logic (machine learning in the company.)
Adding an HTML builder with web forms and tagging automatically.
Embed links so customers can login immediately to their account.

Next Episode

See How Sales Message Is Like "Gmail For Text Messaging" on The CRM Sushi Podcast #11

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 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.