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The Sales Whisperer Blog

Salesforce vs Keap as the best CRM for small business as reviewed by Wes Schaeffer, The Sales Whisperer®.
Salesforce vs Keap as a Small Business CRM In 2022

Additional Salesforce vs Keap Resources:

Is Salesforce.com really a viable platform for a small business CRM?

What does a small business—any business for that matter—need now?

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Find the pain your prospects are experiencing to make every sale.
Your Best Prospects Are In a Lot of Pain

The #1 job of a salesperson is NOT to sell.

Ha! That's it, Mr. Fancy Pants Whisperer. You've gone too far. I'm outta here."

Sit tight there, Sparky.

You're here because you have sales, prospecting, marketing, negotiation, closing, and/or money-making pain, and this post will help you, so stay with me.

As I was saying, your main job in sales is not to sell. It's to

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Ontraport vs Keap in 2022 for the battle of marketing automation and CRM.
Ontraport vs Keap In 2022

Since the fall of 2008 I've been a certified partner of Keap

In 2012 I literally wrote the book on Infusionsoft and was named their Partner of the Year in 2013.

However, in 2014 I began exploring other CRMs and inbound marketing platforms so I could provide the best help possible to my clients.

 

Take The CRM Quiz

 

In September 2014 I purchased HubSpot and joined their certified partner program.

In October 2014, I became certified in Ontraport.

Great, Wes. What does that have to do with
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But my business is different says every salesperson and entrepreneur.
But My Business Is Different

Allow me to share two stories to illustrate why you and your business are not, indeed, different, and why that's a good thing.

But My Business Is Different #1

This past week I met with two Private Consulting clients with successful businesses in totally unrelated industries.

One is going through a bit of a slump and logically wants to turn it around, while the other is on a meteoric rise and wants even greater growth.

Both wanted to meet to discuss

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Lack of professional development and proper mindset cost this guy more than he expected.
How the lack of Abundance Living Cost This Guy $23,418.99

As crazy as this will sound, it's a true story.

Some time has passed so I've updated it for current links and podcast numbers, but the actual story is 100% true...and it still pisses me off. But I digress.

Here we go...

So Short-Sighted Entrepreneur (SSE) who does not understand what it means to live with an abundant mentality hits me up online...

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Leverage the Keap Campaign Builder to master marketing automation with email nurture sequences.
Print Money With Keap Multi-Media Follow-Up Sequences

In dating and sales, which is a form of courtship, it's not so much what you say, nor how you say it, but the mere fact you took the time to stay in touch and say anything at all that lets your love interest—and your prospect—know they are on your mind!

 

This is why Keap's redesigned multi-media follow-up sequence tool is so doggone powerful for growing your sales.

It gives you the power to print money on demand if you learn how to use it correctly.

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Salesforce vs Keap for growing sales at trade shows.
Salesforce vs Keap for Trade Show Marketing

Easily 50-90% of trade show leads are wasted (because 70-90% of salespeople working the booths are wasted 70-90% of the conference...but I digress!).

In fact, only 6% of companies think that they convert trade show leads well!

There are many reasons trade show leads are wasted, but for now, we'll look at the technology side of things, especially the CRMs companies (mis)use, particularly the lack of follow-up they deploy.

With that in mind, let's look at the 800-lb gorilla in the CRM space vs. the friend of the SMB user, which is, respectively, Salesforce.com vs Keap.

So which is better for trade show marketing?

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Master Keap to apply digital marketing best practices to grow your small business sales.
The Key To Keap CRM Mastery

Table of Contents:

To masterKeap or any CRM or marketing automation platform requires knowing the process you want to automate instead of making it up as you go. 

I call it "Process Before Login."

I cringe when I hear...

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Easy to choose which features to update inside your Keap Opportunities.
Creating Keap CRM Opportunities

Traditional CRMs like Salesforce, which have been created for large enterprises, are Company-centric, which makes sense.

When I was working with a technology company and called on Google, I had built a hierarchy of Google with dozens of contacts that went all the way from the CEO to the executive assistant of the director I was calling on.

However, Keap is built for SMB users, which includes solopreneurs, speakers, authors, and consultants, so it has been created as a Contact-centric CRM.

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10 Ways To Reach Your Sales Goals In 2022 with the help of professional sales trainer, Wes Schaeffer.
10 Ways To Reach Your Inbound Sales Goals In 2022

Tom Brady is a household name because he knows how to prepare and win the Super Bowl.

Cirque du Soleil is a household name because they know how to prepare—and WOW—their Vegas fans.

Ditto for Beyonce, Tiger Woods, LeBron, and even Warren Buffet.

Professionals follow a disciplined regimen of practice, diet, exercise, goal setting, focus, studying their competition and/or leaders in their industry, preparing their equipment, and surrounding themselves with experts and like-minded professionals.

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believe_wes_schaeffer_the_sales_whisperer
These Limiting Beliefs Are Hurting Your Sales?

Your Incorrect Beliefs Are What Are Keeping You From Your Sales Goals

You can be handed the keys to the kingdom, but if you don't feel worthy of the keys you'll misplace them, you'll give them to someone you trust that turns out to not be a true friend after all, or you'll enter the kingdom and walk through the halls with muddy feet and just drive it into the ground.

You can only act

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CRM vs Social Media | Which Is Better For Growing Your Sales?

"If you're not great at email, you have no business doing..."

Back in August 2013, Convince and Convert founder, author, speaker, and all-around great guy, Jay Baer was on The Sales Podcast episode #15 (we're up to 550 now and you can subscribe here) and said...

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HubSpot vs Infusionsoft. Let’s compare the true cost of ownership between these CRM and marketing automation platforms.
HubSpot vs Keap 2022: Total Cost of Ownership

HubSpot vs Keap CRM Contents

What’s The Price of a Free Pony?

Sounds like a

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Master SEO/PPC/SEM with this online advertising post from HubSpot partner Wes Schaeffer, The Sales Whisperer®
Online Advertising 101: What is SEM, PPC, CPC, CPM?
Wes, I'd be fine if I could just get more traffic. Can you get me more traffic? Can you get me quality traffic? Can you get me quality traffic fast? Can you get me quality traffic fast and cheap?"
Online Advertising 101: SEM? PPC? CPC? CPM? SEO? KPI? ROI?
Get The Two Free Bonuses Mentioned In The Video Here

 

Good. Fast. Cheap. Pick two.

That's life in the big city...

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Sales enablement and professional development go hand-in-hand with Wes Schaeffer, The Sales Whisperer®
Sales Enablement 101 (That Means No B.S.)

What is sales enablement and why should you care?

Sales enablement is the art and science of combining the processes, content, and technology to empower sales teams to sell efficiently at higher speeds.

Great! ANOTHER model. ANOTHER process. ANOTHER tool that Big Brother can use to spy on me, keep his thumb on me, bog me down in minutia, and keep me from selling and earning the money I deserve!"

If you think that then you found this post just in time.

Related Posts:

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The best cold calling strategy for profitable prospecting in 2022.
The Best Cold Calling Strategy For Prospecting In 2022

Topics Covered

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Grow your sales by surrounding yourself with a team of experts.
How To Deliver Great Prospecting Opening Lines To Grow Your Sales
Lights! Cameras! Action!”
On your marks. Get set. BAM!"
INCOMING!"
Down by four points deep in their own territory with just under two minutes left and no timeouts, we're going to see just how well they prepared for this once-in-a-lifetime opportunity."
And in the red corner—red by their own blood—is the unprepared salesperson who thinks they'll win them over with their charm, jokes, and expense account!"
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Trial Attorney Turned Persuasion Trainer, Robbie Crabtree
Trial Attorney Turned Persuasion Trainer, Robbie Crabtree

Speak, Sell, and Persuade As Your Life Depended On It

[ LISTEN NOW ON ITUNES ]


Persuasion Tips you'll learn today on The Sales Podcast...

  • Learn to be persuasive and make every sale from a trial lawyer
  • Facts, evidence, logic, reason are not enough to move people
  • Game theory
  • Persuasive techniques
  • "Why was I wrong?"
  • How to dig in and do a deep dive on yourself to find your weaknesses
  • Persuasion vs. manipulation
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Channel your inner
Do You Plan On Making a Decision Today?

Oh crap!"

You need one of those WHATCHAMACALLITS that Amazon Prime either doesn't deliver or can't get to you in time because you can never get those THINGAMABOPS in time because they always break or get misplaced at the worst possible time.

(It's why your smoke detector's battery always goes out at 2 am instead of 2 pm, but I digress.)

So you

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To succeed in business and sales you must be disciplined and focus on professional development to stand out from the crowd.
Do This To Avoid Average Sales and Marketing Results

Are You Satisfied With Normal?

"Normal is getting dressed in clothes that you buy for work and driving through traffic in a car that you are still paying for - in order to get to the job you need to pay for the clothes and the car, and the house you leave vacant all day so you can afford to live in it." ~ Ellen Goodman

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From Ukraine With Love, Oleg Bilozor Shares How He Launched Fast on The Sales Podcast with Wes Schaeffer, The Sales Whisperer®
From Ukraine With Love, Oleg Bilozor Shares How He Launched Fast

Click here to download the episode. 

 

 

Branding Tips you'll learn on this episode of The Sales Podcast

  • Wanted to make real money so he became a programmer and left Ukraine to come to North America
  • Started in Vancouver in 2009
  • With English as his second language, it was hard
  • He was stressed making phone calls on interviews as a programmer
  • Dreamt of coming to America since he was a teenager
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Branding + Sales Funnels Henry Kaminski, Jr on The Sales Podcast with Wes Schaeffer, The Sales Whisperer®
Branding + Sales Funnels Henry Kaminski, Jr

Click here to download the episode. 

 

Branding Tips you'll learn on this episode of The Sales Podcast

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Mark Schaefer: How to be seen, heard, and found on The Sales Podcast with Wes Schaeffer, The Sales Whisperer®
Mark Schaefer: How to be seen, heard, and found

Click here to download the episode. 

 

Branding Tips you'll learn on this episode of The Sales Podcast

  • How to be seen, heard, and found
  • Get started and build an advantage that is insurmountable
  • Malcolm Gladwell “Outliers: The Story of Success
  • At Gladwell’s core is the research
  • Tell a good story and back it up with research
  • Success and failures are not always deserved
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Mike C-Roc on The Sales Podcast with Wes Schaeffer, The Sales Whisperer®
Why Thrust is a Must With Entrepreneur Mike C-Roc

Click here to download the episode. 


  • Got his hands full on purpose
  • He wants to be a superhero to people
  • Wants people to see their greatness
  • Got into some dark spots when he was idle
  • He goes hard and his wife lets him know when he's pushing too hard
  • He'll message people on Instagram and he hit up a guy there and went Live and now he's doing 

Apply To Work With Wes

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Look out the window to dream big dreams and achieve big goals.
Look Out the Window To Dream Big and Grow Sales

As A Business Owner You Need To Focus To Grow

How crazy is it that airline pilots for Northwest had their heads so deep in their laptops back in October 2009 that they actually flew 150 miles past their airport?!

With a pilot, co-pilot, auto-pilot, ground control, three to five flight attendants, and a whole lot of passengers who—presumably—know where they're going, how does that type of "head in the clouds" (literally) type of mistake happen?

(That's why I don't feel bad keeping my

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Master inbound marketing with the Infusionsoft Wordpress Web Form Plugin.
Inbound Marketing With Infusionsoft's Wordpress Web Form Plugin

Way back in the day—ICON 17, to be precise—Infusionsoft launched a brand-spanking-new plugin called Infusionsoft Official Opt-in Forms.

This simple tool helps you install beautiful Infusionsoft web forms on your WordPress site without having to write, copy, or paste a single line of code!

Can I get an Amen?

So how do you get this up and running quickly?

It should take you less than 10 minutes.

If you've already set up this plugin and just want a refresher on creating the web forms, skip to Step 3.

 

Get The Infusionsoft Cheat Sheet

 

Step 1: Install the plugin.

In your site's WP admin area, find the Plugins menu in the sidebar.

Hover over it and select Add New from the menu that appears.

Finally, in the search bar on the Add Plugins page, enter "Infusionsoft Official" to search for the plugin. You should see results like the screenshot below, and Infusionsoft Official Opt-in Forms is the one we're looking for.

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