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OnCourse Sales Engagement is FIRE on The CRM Sushi Podcast

Posted by Wes Schaeffer | Jan 28, 2020 12:53:44 AM

An Affordable "All-in-One" Sales Growth Tool 

Stream below or right click here to download the episode.


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What You'll Learn In This Episode of The CRM Sushi Podcast...

  • 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

Watch Previous Episodes of The CRM Sushi Podcast

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Links Mentioned In The CRM Sushi Podcast

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Topics: CRM Sushi Podcast, Entrepreneur

Written by Wes Schaeffer

The Reassuringly Expensive, Ruthlessly Pragmatic pig-headed entrepreneur dedicated to discovering proven, transferable, effective tools for creating inbound sales so he can help you automate, integrate, and dominate your niche.


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