CompanyHub on The CRM Sushi Podcast

06/13/18 • 50 min

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

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

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

Previous Episode

How to Advertise on Snapchat (and Actually Make Money)

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 Snapchat
The young teens are not on Facebook, Twitter, or Instagram
Snapchat's intelligence for targeting is not as detailed as Facebook
Snapchat knows your location and where you travel
- Target people who spend a lot of time on this soccer field
Get in early and advertise on Snapchat now (like Facebook in 2009)
Snap Ads take up the entire screen so you get better focus from your viewers but your viewer can tap away. They are not forced to watch the entire ad and you are still charged for the impression.
Google "Snapchat influencers" and his company pops up
They are an influencer agency
They went to Snapchat early because there was less competition
Target conferences
- Geo-target
- Create a filter with something like an extended arm and microphone so when those attendees snap photos they can use your filter
- This may only be $5 for a couple of hours to run that filter
There is a new format for consuming content
- Horizontal, long-form, unedited is the classic on YouTube
- Snapchat is unique for its vertical video in 10 second clips
- Google AMP Stories
Examples of success include The Economist who is getting more traffic on the Snap Stories than on their website

Next Episode

Sell. Teach. Engage. Build Great Membership Sites With AccessAlly

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 currencies
- Cross-selling
- Smart coupons and discounts
- Reduce shopping cart abandonment
- Trial offers, subscriptions, 1-click upsells
- Mobile-friendly order forms
- Fully integrated with Infusionsoft
  - Use any order forms
  - Synced payments reporting in Infusionsoft
  - Update credit cards and process payments
  - Full Infusionsoft affiliate tracking
Teach
- Unlimited instant and dripped courses
- Video bookmarks and completion tracking
- Homework submission with private feedback
- Drag and drop PDF certificates
- User progress tracking and display
- License your courses with team accounts
- 3 advanced quiz types
- Secure file hosting
Engage
- Searchable user directory
- Customized social sharing
- Track and review site activity
- Gamification with credit systems
- Automated follow-up based on actions
- Split testing and member-specific countdowns
Course creation wizard
- Stand alone course
- Stage released course
- Clone existing course
- Create icons
- Automated menu creation
- Automated Tag creation
- Modules
- Offers
- Content
Content
- Short code insertion
- Protected content including Amazon S3
Orders
- Unique coupon codes
- Order bumps
- Order forms
Track progress, jump back to same spot, track video progress
- Gamification (credit system)
- Private notes students can ask
- Tag when complete
- Social sharing
Quizzing
- Personality quizzes (kind of like BuzzFeed)
Certificates
Member directory
Team licensing
Affiliate module coming soon
"Login content challenge"
Can use this for internal training and track their progress