Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The Crm Sushi Podcast

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 p