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 a contact from LinkedIn or a 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 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 Watch Previous Episodes of The CRM Sushi Podcast Links Mentioned In The CRM Sushi Podcast Visit the nocrm YouTube channel Visit the nocrm website

Not quite the "voodoo" of Custom Audiences Started because as a startup he was low on funds and low on lead lists Be selective with your lead generation and outreach Create your Buyer Personas Your product roadmap, etc. flows from that You're usually targeting smaller businesses that may be hard to identify Buy a list or run ads...both can be expensive LinkedIn gives you a great starting point, but you still have to do the search 10x your B2B lead generation No need to run ads All search engines help you search "the world," but Linkdra helps you search just LinkedIn Targeted search to directly reach your ideal prospects Go from cold to warm leads by activating your LinkedIn Use their Live Search for LinkedIn Easy prospecting with LinkedIn Search Deep Connect to Convert Action Connects Safe by Design No plugins No extensions Use your regular browser Get 4x more responses with preview cards Setup Card Share Link Fill your CRM automatically Built for Teams No repeats or duplicates Library of common personalized templates Progressive access rights Central contacts database Search public indexes to avoid being throttled by LinkedIn The downside is that the data is not as fresh as if you hit LinkedIn directly and you'll get a subset of the full data Put speed on your side but stay human to get best results Use smart assistants vs. 100% automation Six steps to lead generation Define your target customer persona Setup requirements (location, roles, keywords, organizations) Sales Navigator defaults to larger companies Linkdra helps you find key prospects at smaller companies Run search by requirement Score results, filter for best matches Send connection request with a killer message (this is the first time you engage with LinkedIn) On connect, share a warm thank you note Extensions are easy to detect and shut down by LinkedIn Workbench Search: smarter automation Automated boolean Search, score, sort in minutes Saves your past searches to reuse or start fresh Connect: at scale Review results, score, filter Engage: Stay in touch Import data right into HubSpot or other CRM URLD.in is in beta now to send images via messages Includes UTM Tracking Great for agencies and recruiters Watch Previous Episodes of The CRM Sushi Podcast Links Mentioned In The CRM Sushi Podcast Get your free trial of Linkdra

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