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