The Sales Whisperer Blog

Plan Your Work and Work Your Plan

What good is software if you don't know how to use it?

That's why I created the Process Before Login video and PDF to help you make the best of whatever sales and marketing automation platform you own.

Whether you buy HubSpot, Ontraport or Keap, 

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

Before there were 50 ways to leave your lover and the 7 Deadly Sins of Selling, there were 129 ways to get a husband.

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?

Table of Contents:

• Process Before Login
• The Best Keap Demo
• How Helpful Is The Keap CRM?
• Keap Services: Saving Contact Lists
• Keap API Developers
• Keap Services: Keap Email Templates
• Setting Up Keap Tags
• Keap Services: Cleaning Up Data
• Keap Tip: Using Google Chrome When Working In E-Commerce
• The Best Keap Tip
• Add Products and Get Paid In Keap
• Add A Company To Keap
• Double Your Sales Guarantee...And Why We Stopped Offering It
• The Best Keap Consultants
• The New Double-YourSales Guarantee With Infusionsoft and Me

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...

"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...