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

• Not always easy to invent and design says Jeroen Corthout, CEO
• Likes building things for that sense of ownership
• April 2014 had the idea
• Had to find a good name: SalesFlare
• Less work, more sales. A simple yet powerful CRM for small businesses selling B2B.
• Didn't think about building a CRM
• CRMs are broken
• They take a lot of work to use
• People don't like Salesforce
• It's not built for follow-up
• It's not built for the end-user
• Salesforce is built for management
• Most CRMs require data duplication
  • Email
  • Phone
  • Calendar
• He had a business intelligence business
• He wanted a system to help him stay up to date instead of keeping the system up to date
• Saw how MailChimp worked and provided feedback and it was interesting
• Liked how marketers could measure everything but salespeople couldn't do it easily
• Bigger companies weren't interested because they thought it was two databases
• SMB users are looking for a practical CRM
• It can replace Salesforce and Microsoft Dynamics
• Data automation is key
• Built an investor deck
• Built a prototype
• No real development for several months
• Kima Ventures funded deals fast
• Incubator in June then an accelerator in September
• Shifted from large businesses to the SMB space
• Late 2015 landed first CRM customer who replaced Microsoft Dynamics
• Pulls data from FullContact
• Syncs calls from Android
• Tracks emails
• When meetings are created SalesFlare pulls in that info from your calendar
• Notifications
•  Tasks
  • Today
  • Upcoming
  • Completed
  • Overdue
  • Suggested
    • Inactive
    • Add meeting notes
    • Reply to emails
    • They are automatically completed when the actions are taken
• Pipelines
  • Multiple can be created
  • Drag & Drop stages
  • Set colors on stages
  • Logos added
  • Advanced filtering
• Workflows
  • Email until they open or engage
  • Sent as personal email (remove the unsubscribe button)
  • Merge fields to personalize
• Insights (Dashboard)
  • Revenue
  • Avg Sales Cycle
  • Avg Value
  • Won
  • New
  • Expected
  • Comparison
  • Top Earning Accounts
  • Top Lead Scores
  • Top Lost Reasons
  • Funnel Analysis
  • Team Metrics
  • Review by time in the past
• Setup guide during trial
  • 12 steps
  • Complete them all to extend your free trial
• Settings
  • Configure pipelines
  • Billing
  • Customize fields
  • Task settings
  • Notification settings
  • Email settings
  • Calendar settings
  • Applications & integrations
  • Import data
  • API keys
  • Use PieSync for 2-way contact synchronization
  • Zapier templates available