Pipedrive CRM on The CRM Sushi Podcast

10/12/19 • 28 min

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

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

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

Previous Episode

Get 75% Open Rates With Bonjoro on The CRM Sushi Podcast

http://www.thesaleswhisperer.com/blog/topic/podcast

http://MakeEverySale.com

Make engaging videos over email
Started tripling leads and they realized they were onto something
Didn't go looking for a video product
Matt is a designer by trade
They were/are a research company in the video space so they understood videos
Video is just a medium
Be more authentic and transparent FINALLY!
Stop trying to cut all corners
Do what does not scale to really connect
Desktop and smartphone app
He recommends you use your phone
Bonjoro sits on top of your CRM
Make the prospect feel special with a private, custom video
Create word of mouth and superfans through this type of customization
Get started for free

Next Episode

Get the Best Infusionsoft Help Desk + Messaging With FuseDesk

http://www.thesaleswhisperer.com/blog/topic/podcast

http://MakeEverySale.com

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

If you don't take great care of your customers...someone else will." ~Kate Zabriskie

Great customer service is a profit center.

If I had an hour to solve a problem and my life depended on it, I would use the first 55 minutes determining the proper questions to ask." ~Albert Einstein

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