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

OnCourse Sales Engagement is FIRE on The CRM Sushi Podcast

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Synopsis

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