Get the Best Infusionsoft Help Desk + Messaging With FuseDesk
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
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
Previous Episode
Pipedrive CRM on The CRM Sushi Podcast
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
Next Episode
Sales Nexus CRM Craig Klein on The CRM Sushi Podcast
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:
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