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Wes Schaeffer and The Sales Whisperer®에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Wes Schaeffer and The Sales Whisperer® 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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nocrm.io on The CRM Sushi Podcast

42:08
 
공유
 

저장한 시리즈 ("피드 비활성화" status)

When? This feed was archived on April 06, 2021 13:12 (3y ago). Last successful fetch was on December 22, 2020 01:06 (3+ y ago)

Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 279285137 series 1400361
Wes Schaeffer and The Sales Whisperer®에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Wes Schaeffer and The Sales Whisperer® 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
What You'll Learn In This Episode of The CRM Sushi Podcast...
  • Action-based lead management system
  • Selling is a process
  • Actions must be performed at the right time
  • 11,000 users
  • Lead view
  • Pipeline with multiple-pipeline view
  • Create leads via API, email, business card scanner, Zapier, native integrations with other platforms
  • Lead Clipper can import contacts from LinkedIn or contact from any person you see online
  • To do or Standby
    • Set reminders
    • Set action, ie. SMS, Call, Meeting, E-mail, send quote
    • It will send you a reminder
    • Won/Lost
  • Edit contact records quickly
  • Log activity
  • Collaborate with your team by "@" them
  • Customize the list of activities
  • Disposition each outreach quickly
  • Tag your leads
    • Source
    • Product/Service
    • Loss reason
    • Upsell opportunity
  • Add attachments
  • Call or email right from the contact (opens Gmail)
  • Scripts to be used by your team (like HubSpot Templates and Sequences)
    • Prospect qualification guideline (like HubSpot Playbook)
    • Pros, Cons, etc.
  • Integrate with quoting and invoicing tools
  • Cold prospects vs. Leads vs. Clients
  • Import your Cold Prospects
    • Convert to "Lead" with one button
    • Move to next quickly
    • Send one-on-one emails via your email tool
  • Reporting
    • Dashboards
    • Statistics
    • Pre-defined reports
    • Call logs, etc
  • Best for 1-30 or 40 salespeople
  • Free trial with a low price point
  • Monthly or annual options
  • Will help you think about your process via the Admin settings
  • Stick to their promise of helping sales teams vs. marketing or support
  • Chat support in seven languages
  continue reading

46 에피소드

Artwork
icon공유
 

저장한 시리즈 ("피드 비활성화" status)

When? This feed was archived on April 06, 2021 13:12 (3y ago). Last successful fetch was on December 22, 2020 01:06 (3+ y ago)

Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 279285137 series 1400361
Wes Schaeffer and The Sales Whisperer®에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Wes Schaeffer and The Sales Whisperer® 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
What You'll Learn In This Episode of The CRM Sushi Podcast...
  • Action-based lead management system
  • Selling is a process
  • Actions must be performed at the right time
  • 11,000 users
  • Lead view
  • Pipeline with multiple-pipeline view
  • Create leads via API, email, business card scanner, Zapier, native integrations with other platforms
  • Lead Clipper can import contacts from LinkedIn or contact from any person you see online
  • To do or Standby
    • Set reminders
    • Set action, ie. SMS, Call, Meeting, E-mail, send quote
    • It will send you a reminder
    • Won/Lost
  • Edit contact records quickly
  • Log activity
  • Collaborate with your team by "@" them
  • Customize the list of activities
  • Disposition each outreach quickly
  • Tag your leads
    • Source
    • Product/Service
    • Loss reason
    • Upsell opportunity
  • Add attachments
  • Call or email right from the contact (opens Gmail)
  • Scripts to be used by your team (like HubSpot Templates and Sequences)
    • Prospect qualification guideline (like HubSpot Playbook)
    • Pros, Cons, etc.
  • Integrate with quoting and invoicing tools
  • Cold prospects vs. Leads vs. Clients
  • Import your Cold Prospects
    • Convert to "Lead" with one button
    • Move to next quickly
    • Send one-on-one emails via your email tool
  • Reporting
    • Dashboards
    • Statistics
    • Pre-defined reports
    • Call logs, etc
  • Best for 1-30 or 40 salespeople
  • Free trial with a low price point
  • Monthly or annual options
  • Will help you think about your process via the Admin settings
  • Stick to their promise of helping sales teams vs. marketing or support
  • Chat support in seven languages
  continue reading

46 에피소드

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