49 episodes

Honest, Unscripted, Transparent Reviews of the Latest Tools For Small Business Growth including CRMs, inbound marketing, marketing automation, inbound selling, e-commerce, shopping carts, social media marketing, and email newsletter platforms.

Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The CRM Sushi Podcast Wes Schaeffer, The Sales Whisperer®

    • Business
    • 4.8 • 4 Ratings

Honest, Unscripted, Transparent Reviews of the Latest Tools For Small Business Growth including CRMs, inbound marketing, marketing automation, inbound selling, e-commerce, shopping carts, social media marketing, and email newsletter platforms.

    CustomerHub 2.0. Sell Your Knowledge Like a Pro, In a Jiffy

    CustomerHub 2.0. Sell Your Knowledge Like a Pro, In a Jiffy

    What You'll Learn In This Episode of The CRM Sushi Podcast... Don't get CustomerHub if you want to pay for 22 tools instead of 3 Don't get CustomerHub if you want to pay for a bloated WordPress install Re-tooled CustomerHub in March 2021 It's a standalone platform It's simpler than WordPress More affordable than Kajabi Watch Previous Episodes of The CRM Sushi Podcast Links Mentioned In The CRM Sushi Podcast Start your free trial of CustomerHub

    • 55 min
    Pipeliner CRM: What You Love, You Use

    Pipeliner CRM: What You Love, You Use

    What You'll Learn In This Episode of The CRM Sushi Podcast... Nikolaus Kimla, founder of Pipeliner CRM Past guest on The Sales Podcast episode 439 The first and only CRM today in the SMB space that has the key account management embedded Three inner and three outer rings API Automatizer: sales and marketing automation is the key Backend Functions Activities Outer Project Engine Key Account Management Reporting Engine Analytics Engine Salesforce Automation Reduce the repetitive tasks No coding, just drag & drop  Worked for Apple in Europe Brought Apple to the universities in the 80s and had the first computer-to-computer networks Has spent four years to make the drag-n-drop features easy The typical salesperson needs to focus on leads and activities Multiple pipelines available View as a map overlay feature View as a list View in a compact form Drill down and see the hierarchy/org chart View as a bubble chart View deal velocity Great tool for both the hunter and farmer, i.e., account management salesperson "Add to Comparison" Products Categories Find accounts where you can upsell, cross-sell The Navigator is where you start your day Ready to qualify Ready to move Old Leads Lazy Opportunities Tasks Missed Close Date Velocity Issues The Largest Open Opportunities Everything starts with a Lead Chop it up into targeted Lists Send email broadcasts and see reports Sent Opened Clicked Call from browser is integrated and included Sidebar for Outlook and Gmail Create Reports on the fly Customize with fields Create charts from reports Schedule reports to update and be sent to you regularly and automatically What you love, you use." The UI is engaging Email history is saved inside the CRM Watch Previous Episodes of The CRM Sushi Podcast Links Mentioned In The CRM Sushi Podcast Start your free trial Pipeliner CRM

    • 49 min
    EmailAnalytics Is X-Ray For How Your Entire Company Uses Email

    EmailAnalytics Is X-Ray For How Your Entire Company Uses Email

    What You'll Learn In This Episode of The CRM Sushi Podcast... HubSpot and Infusionsoft won't give you the type of reports EmailAnalytics gives This shows how your team is using email throughout the day Internal, prospecting, etc. 25-50% of the average professional's workday is spent inside their inbox Productivity tools can show you some reports, but they don't look at email inboxes like this Meant for managers of teams, i.e., sales, service, remote, etc. who need better insight as to how their teams are spending their time Who is over-worked? Who needs more work? Who are my fastest responders? How does this impact sales? {{cta('67ba3142-9b0c-40b0-9cc4-b83f67ff8c66','justifycenter')}}
    Just because you're an email admin doesn't mean you know what your people are up to 35-50% of all sales go to the vendor that responds first If you respond to a lead in under 60 minutes, your chances of closing the sale go up 700% The Hawthorne effect refers to a type of reactivity in which individuals modify an aspect of their behavior in response to their awareness of being observed. Respond 42.5% faster with EmailAnalytics You're overwhelmed already EmailAnalytics puts this reporting at your fingertips Leverage the daily and weekly default reports to keep it simple Persistence is key to success in any venture If you want something, keep asking for it Watch Previous Episodes of The CRM Sushi Podcast Links Mentioned In The CRM Sushi Podcast Visit EmailAnalytics and visualize your team's email activity and use promo code "sushi" for 20% off your first two months

    • 45 min
    See How To Improve Your Email Deliverability With Adrian Savage

    See How To Improve Your Email Deliverability With Adrian Savage

    What You'll Learn In This Episode of The CRM Sushi Podcast... Get 30-40-50% open rates with your email Are you sending the right emails to the right people? The Health Check currently works with ActiveCampaign, HubSpot, Infusionsoft by Keap, Keap, Mailchimp, ConstantContact, CampaignMonitor and Send In Blue. Related Posts
    Ontraport email deliverability expert shares how to do email right ActiveCampaign email deliverability expert shares how to get your emails opened Watch Previous Episodes of The CRM Sushi Podcast

    • 50 min
    PhoneBurner: Make a LOT More Calls—and Sales—Fast!

    PhoneBurner: Make a LOT More Calls—and Sales—Fast!

    What You'll Learn In This Episode of The CRM Sushi Podcast... 11 years and continue growing The phone still makes sales It's a power dialer Simple CRM (not like Salesforce) Upload spreadsheets or pull them in via an API Create a lead stream Works in the U.S. and Canada Typical customers are 5-10 seats but they scale from 1 to 100's It can be outbound cold calls, recruiting, mortgage, real estate, financial services Clients are switching from paper, some are using Excel/Google Sheet, some are switching from CRMs, and some use them to integrate with Salesforce, HubSpot, or Zoho If you're making at least five calls at a time, PhoneBurner makes sense Voicemail, email, and texting See 2x to 4x increase BCC back to Salesforce, sync with HubSpot Zapier, PieSync, etc. PhoneBurner is dialing one-on-one, click to leave a voicemail Multi-media, multi-step is the key Great, live phone support 12 hours a day, five days a week Phone scripts Customize your playbooks It's not a predictive dialer so there are no delays Unlimited license so one person could use it 10 hours a day but the emails and calls will be coming from them Leverage their Custom Email Sending Server LeadStream lets you do a blind pull and assign leads quickly Send automatic SMS coming vPhone is an option if you need your own number so salespeople aren't using their own numbers

    • 46 min
    nocrm.io on The CRM Sushi Podcast

    nocrm.io on The CRM Sushi Podcast

    What You'll Learn In This Episode of The CRM Sushi Podcast... 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 contacts from LinkedIn or contact from any person you see online 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 a 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

    • 42 min

Customer Reviews

4.8 out of 5
4 Ratings

4 Ratings

ErikBison ,

Highly recommend!

I'm so glad that Wes created CRM Sushi! He has an incredible amount of knowledge around what the best tools are for entrepreneurs, salespeople, and companies, and finding and using the right tool is imperative for success in business. Highly recommend listening!

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