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nocrm.io on The CRM Sushi Podcast

Posted by Wes Schaeffer | Dec 3, 2020 2:50:00 PM
  • 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
Which CRM Is Right For You?
  • 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

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Topics: Digital Marketing, CRM Sushi Podcast, Entrepreneur

Written by Wes Schaeffer

Wes and his wife just celebrated their 25th wedding anniversary. They have seven kids, which means Wes is motivated to find what works and help you apply it to grow your sales so he can buy diapers, groceries, braces...and bourbon.

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