The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® - Booker Software Helps You Schedule Your Spa and Salon Appointments

Booker Software Helps You Schedule Your Spa and Salon Appointments

08/01/17 • 46 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

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
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
  - Facebook
  - 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

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 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
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
  - Facebook
  - 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

Previous Episode

Ontraport 5.0 Is Reviewed By Founder and CEO, Landon Ray

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 access to better reporting
They go beyond the messaging
- Are people clicking through and moving through your funnel
- Others missed what happens on your website
- So you've been forced to chose one half of your marketing: the website or the messaging
It's hard to put the whole picture on a single page
Some force simplicity on you, like ActiveCampaign
Our businesses have a lot of different processes like sales, prospecting, referrals, recruiting, etc.
Some allow you to get really complex, like Infusionsoft
So they created automatic campaign organization from the top down.
Allow multiple disconnected triggers and flows to enable whole-business views
List-cleaning + Re-Engagement campaign helps with deliverability
Triggering off of Email Opens is not a great idea due to the nature of how email clients treat opens
Pre-built Campaigns accelerate your launches
Performance Mode offers many powerful reports
- Contact Flow
- Funnel Conversion
- Lifetime Value
- Goal Conversion Rate
- Goal Conversion Point
- Goal Conversion Time
- Filter by Tracking (Where are my best leads and customers coming from?)
  - Get your Google Analtyics going
  - Track UTM variables on everything you do
- Ontraport is the only map-based visual marketing performance reporting tool available that reports on goals other than opt-in or purchase.
Share your Campaigns to the Ontraport Marketplace and/or friends and clients privately
A secret tease coming in a month
Starts at $79/mo

Next Episode

Vidyard: Powering The Video-Enabled Business

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 powerful than Camtasia or Jing
- Can create and track how prospects engage with the video content
- Simple to use
- Works within the browser with a Chrome Extension
- One click to send
- Wait for notifications
It's still early in the video email game
Helps you stand apart from the crowd
Record
- Tab
- Screen
- Cam only
Share immediately with Gmail and Outlook
- Free supports Gmail
- Paid version supports Outlook
Track opens, views, view length, engagement
Hints to personalize
- Hold up a white board that says "Hi (Joe / Mary)"
- Do a screenshare of their website or LinkedIn profile
Easily share existing company content
Increase appointment show-up rates
Can be used in sales, prospecting, updates with clients, etc.
Authenticity trumps everything these days so be yourself