See How Sales Message Is Like "Gmail For Text Messaging" on The CRM Sushi Podcast #11
The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®05/02/17 • 40 min
http://www.thesaleswhisperer.com/blog/sharpspring-crm
http://ReferWes.com
- Co-founder of CallLoop—bulk one-way SMS
- People wanted 2-way conversations via text with a local phone number
- Colleges market to millenials.
- HVAC companies.
- Insurance agent is killing it with no CRM and is having two way SMS conversations
- Transportation company has three sales guys and his best is just texting with his personal cell phone. (Great for the salesperson but bad for the owner / manager who needs to keep all records inside his own platform.)
- His buddy sells cars and he doesn’t call people. He just texts them. These are all opt-ins.
- Water purification system uses HubSpot and is doing well.
- Infusionsoft sales rep hit Chris up on the last day of the month via text to make a sale.
- Works through Infusionsoft
- CallLoop is shortcode—one way—not great for conversations
- HubSpot, ActiveCampaign, Marketo, Infusionsoft with Zoho and Salesforce coming soon as well as Zapier.
- Automate your pipeline and follow-up with multi-step, multi-media.
- No integration with Google Voice so that limits you.
- Financial services companies need historical records to be in compliance. (Anchor is audio for Twitter but it takes time to listen.)
- It’s like Facebook Messenger or Slack.
- Add contacts one-by-one.
- Add merge fields in the app or from your CRM.
- Profile enrichment coming in Q2/17 by looking up their cell phone.
- Real time chats.
- Canned responses coming.
- Invite users and set permissions.
- Workflows—integrate it with your CRM or marketing automation platform. (HTTP Post in Infusionsoft or Webhooks with HubSpot)
- Rotate leads in HubSpot or Round Robin with Infusionsoft.
- Nathan has 40 trainers at four gyms in Ohio and needs customized messaging.
- Congratulate the client for checking in 10 times.
- Call forwarding will send it to your cell phone or anywhere else.
- Book Appointment: Apple, Google, Outlook, Yahoo, HubSpot Pricing like Twillio
- $10/seat/mo or $100/seat/year + 1.5 cents per text, 3 cents per picture Port in your numbers.
05/02/17 • 40 min
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