OnCourse Sales Engagement is FIRE on The CRM Sushi Podcast

01/28/20 • 41 min

Sales Engagement is more than a CRM
It's the dialer, the bulk email, etc.
Modular approach
Beta users Feb 2019
Paid users Sept 2020
Started with six features
- Email
- Calling/VoIP
- CRM
- Store quotes
Nice interface
Voicemail drop
Auto-note pop-up
Rolling history
Pinned Note
Schedule SMS
Edit/Stop sequences easily
Custom fields
Opportunity pipeline
- Edit opportunities via pop-up window
- Stay in the pipeline screen
- Color-coded deals
- Multiple pipelines
- Change views between card and table
Inbox color-coded—Low, Medium, High
- Task view
- Calendar view
- Rolling list view
Template creation is easy
- SMS
- Email
Sequences
- Internal and external
- Automated and manual
- Chrome plug-in for LinkedIn sales outreach
- Embed video in emails
Done-For-You data migration
Big in the MLM space and home healthcare
Mobile app rolling out in Feb 2020
Pricing
- Flat rate per user
- No pricing for contacts
Heavy on support

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:

Sales Engagement is more than a CRM
It's the dialer, the bulk email, etc.
Modular approach
Beta users Feb 2019
Paid users Sept 2020
Started with six features
- Email
- Calling/VoIP
- CRM
- Store quotes
Nice interface
Voicemail drop
Auto-note pop-up
Rolling history
Pinned Note
Schedule SMS
Edit/Stop sequences easily
Custom fields
Opportunity pipeline
- Edit opportunities via pop-up window
- Stay in the pipeline screen
- Color-coded deals
- Multiple pipelines
- Change views between card and table
Inbox color-coded—Low, Medium, High
- Task view
- Calendar view
- Rolling list view
Template creation is easy
- SMS
- Email
Sequences
- Internal and external
- Automated and manual
- Chrome plug-in for LinkedIn sales outreach
- Embed video in emails
Done-For-You data migration
Big in the MLM space and home healthcare
Mobile app rolling out in Feb 2020
Pricing
- Flat rate per user
- No pricing for contacts
Heavy on support

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:

Automate Your Lead Generation and Cold Emails
Find leads and outreach in seconds with personalized, effective emails
Technically it's a "Pre-CRM"
Helps you do digital marketing/prospecting at scale
Control your pipeline with outbound outreach
Focuses on local businesses
Built for digital marketers so you can segment by
- AdWords bidding
- AdWords lacking
- Social lacking
Standard and Auto options
Gets sent from your ESP via API
Software will audit their site
Integrated CRM
- See opens
- Take notes
- Add to sequence
Follow-up is key to email marketing
Building a Zapier connection
Get them to reply. Get them on the phone.
Send a "Fake-audit"
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:

What You'll Learn In This Episode of The CRM Sushi Podcast...

SEO vs. SEM vs. SEA
- Search engine optimization
- Search engine marketing
- Search engine advertising (a little more straightforward)
Content is still king in SEO
SEO is not dead
11 years with 800+ staff in the company
Online visibility management & content marketing platform
2 tools in 2008
42+ tools now
- SEO
- Content
- Advertising
- Competitive Research
- Social Media
Sales, BizDev, & Affiliate Teams
Menu
- Competitive Intelligence Add-On
- Advertising
- Content and PR
- Social Media
- Management
Competitive Intelligence Add-On
- Traffic Analytics
- Market Explorer
Market Explorer (Start here)
- Game Changers
- Established Players
- Leaders
- Niche Players
- Share of Visits
- Create a Custom Market
Traffic Analytics
- Focus on a top competitor
- Traffic Sources
  - Referral
  - Search
- Top Pages
  - See the top pages of your competitors
  - Search for "cart" or similar phrases for e-commerce sites to see how they are converting
- Geographic Distribution
- Destination Sites
- Subdomains
- Bulk Analysis
Advertising
- Advertising Research
  - Ads—see the ads they are running
- Display Advertising
  - Paid Search Trends
  - Paid Search Positions
- PLA Research
Content Marketing Toolkit
- Topic Research
- SEO Content Toolkit
- SEO Writing Assistant
  - Readability
  - SEO
  - Originality
  - Tone of Voice
- Brand Monitoring
- Post Tracking
- Content Audit
Lead Generation Tool (great for digital marketing agency)
Opportunity
Social Media
- Social Media Poster
- Social Media Tracker