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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

Digital Marketing Done Right: Free Report

Topics: 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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