The CRM Sushi Podcast, With CRM & AI Marketing Expert Wes Schaeffer The Sales Whisperer®

http://www.thesaleswhisperer.com/blog/topic/podcast

http://MakeEverySale.com

• Automation Marketing companion for your CRM
  • Infusionsoft
  • ActiveCampaign
  • Ontraport
  • Drip
  • ConvertKit
• Sell. Teach. Engage.
• Since 2013
• Wordpress plugin
• Migration plugin
  • Create from scratch
  • Migrate
  • Hire a certified partner
• Powerful enough for developers, designed for marketers
• Sell
  • Accept payments directly in multiple currencies
  • Cross-selling
  • Smart coupons and discounts
  • Reduce shopping cart abandonment
  • Trial offers, subscriptions, 1-click upsells
  • Mobile-friendly order forms
  • Fully integrated with Infusionsoft
    • Use any order forms
    • Synced payments reporting in Infusionsoft
    • Update credit cards and process payments
    • Full Infusionsoft affiliate tracking
• Teach
  • Unlimited instant and dripped courses
  • Video bookmarks and completion tracking
  • Homework submission with private feedback
  • Drag and drop PDF certificates
  • User progress tracking and display
  • License your courses with team accounts
  • 3 advanced quiz types
  • Secure file hosting
• Engage
  • Searchable user directory
  • Customized social sharing
  • Track and review site activity
  • Gamification with credit systems
  • Automated follow-up based on actions
  • Split testing and member-specific countdowns
• Course creation wizard
  • Stand alone course
  • Stage released course
  • Clone existing course
  • Create icons
  • Automated menu creation
  • Automated Tag creation
  • Modules
  • Offers
  • Content
• Content
  • Short code insertion
  • Protected content including Amazon S3
• Orders
  • Unique coupon codes
  • Order bumps
  • Order forms
• Track progress, jump back to same spot, track video progress
  • Gamification (credit system)
  • Private notes students can ask
  • Tag when complete
  • Social sharing
• Quizzing
  • Personality quizzes (kind of like BuzzFeed)
• Certificates
• Member directory
• Team licensing
• Affiliate module coming soon
• "Login content challenge"
• Can use this for internal training and track their progress

• Affordable CRM starting at $24/mo/user (billed annually)
• Quick Add new contacts
• Web-to-Lead
• Import CSV
• Add, Edit, Merge Contacts and Companies
• Hotness Meter for reminders
• Email sync
  • Add CC's to Contacts and Sync Emails as a "smart suggestion"
  • Send emails
  • GMail plugin available
  • Templates available
  • Realtime tracking without the recipient knowing
  • Click and drag Pipeline Stages
    • Click "Won"
    • Click "Lost"
    • Table View—Sort / Filter with advanced filtering
    • Drag and drop to reorder columns
• More than 20 pre-defined reports
  • Easy to customize
• Automation
  • ProductHunt UTron
• No cost setup
• Chat support
• Integrations
  • Zapier
  • PieSync
  • API
• 5 to 100 users
• Not a bulk email provider
• Set user permissions
• Chrome Extension for notifications
• Android and iOS mobile applications

• Snapchat is alive and well
• Even old guys!
• You own Snapchat "Channels"
• If you're boring on Snapchat you are dead
  • The viewers are young and savvy
    • They know about the "50% off" gimmicks
    • They know about the "Free plus shipping gimmicks"
  • They grew up with the internet
  • Be relevant
  • Be interesting
  • Be engaging
• You only have 10 seconds for a Snapchat ad
• If your audience is 13-25 years old you need to be on Snapchat
• The young teens are not on Facebook, Twitter, or Instagram
• Snapchat's intelligence for targeting is not as detailed as Facebook
• Snapchat knows your location and where you travel
  • Target people who spend a lot of time on this soccer field
• Get in early and advertise on Snapchat now (like Facebook in 2009)
• Snap Ads take up the entire screen so you get better focus from your viewers but your viewer can tap away. They are not forced to watch the entire ad and you are still charged for the impression.
• Google "Snapchat influencers" and his company pops up
• They are an influencer agency
• They went to Snapchat early because there was less competition
• Target conferences
  • Geo-target
  • Create a filter with something like an extended arm and microphone so when those attendees snap photos they can use your filter
  • This may only be $5 for a couple of hours to run that filter
• There is a new format for consuming content
  • Horizontal, long-form, unedited is the classic on YouTube
  • Snapchat is unique for its vertical video in 10 second clips
  • Google AMP Stories
• Examples of success include The Economist who is getting more traffic on the Snap Stories than on their website

• Spun off of Basecamp in 2014
• Launched CRM in 2007, one of the first alternatives to Salesforce
• Simple, functional platform is in their DNA
• Ideal for small businesses as their "first CRM"
• Leads. Follow-Ups. Relationships.
• Understand it right out of the box without reading the manual
• Sophisticated options and features are available if you need them
• Not big on deal flow
• Unlimited Tags and Custom Fields
• Robust API has been around since 2007
  • Help Desk
  • Zapier
  • Accounting
• Has a bulk email tool
• Has an integrated help desk
• Pricing starts at $24/mo for 6 users
• Group inbox to triage support cases, leads, etc.
• Forward from any email platform to Highrise
• Automation / Drip coming soon
• 30 Day Free Trial
• Free plan for up to 2 users

• Visit Highrise CRM to start your free trial
• Take the CRM Sushi Quiz
• Make Your Marketing Magnetic: This is where it all began for me. Attract qualified, eager buyers like clockwork when you master the concepts in this valuable program.
• Add Personality To Your Copywriting to make more sales
• Make more sales when you learn to Market To The Affluent

http://ReferWes.com

http://BestCRMForMe.com

• Over 1,000 customers
• YouTube is for video marketing and building community but it's tough to monetize
• 80% of his customers are doing subscription models
• Udemy, Kajabi, etc. go after smaller providers looking to do one course
• Ustream is white label and goes after those looking to launch catalogs and applications
  • Apple TV
  • Roku
  • Wanderlust TV iOS app for example
  • Magicstream.com
  • Tim Milgram is big on YouTube and he has his own Tmilly.tv
  • TheBirdsAndTheBees.uscreen.io
  • TawzerDog.com
  • InkWorkshops.com
  • Lumin TV
  • RivNow.com
  • Films of Norway
  • Zumba
  • Toys R Us
• People are looking for premium content
• 80% of his customers are profitable within 6 months
• Keep your own domain name
• His SaaS model gives you simplicity
• Unlimited streaming and storage
• Multi-bit rate transcoded
• CMS with themes just like Wordpress
• Billing system included with Stripe and no hidden transaction fees
• Zapier, Google Analytics, Mailchimp
• Add quizzes and a full course track
• Simple pricing
• Spring 2018 will release Version 5
• Use the Uscreen CMS as your website
• Just use your HD smartphone and keep it stable
• You have plenty of content
  • Cut a 60 min video into 12 segments of 5 minutes each
  • It's micro-content
• Like Lynda.com, produce bite-sized content
• Offers = levels if you want but he recommends you keep it simple
• Content scheduling
• Full system emails for billing
• Auto-suspension
• Social sharing of the page to get the free giveaway but not have your premium
• They do secure sharing

http://ReferWes.com

http://BestCRMForMe.com

• Angela Meharg
• QuickBooks Desktop
• QuickBooks Online is coming on strong
  • Earlier this year added "Job / Project" feature under one customer
• Worked with custom reporting for about 20 years
• Her CFO friend came to her (the Crystal Reports Goddess)
• She had worked with SAP and Oracle...
• But QuickBooks is hard to "get under the hood"
• Tough to find their data in a meaningful way
• Someone had built QQube business intelligence
  • Try QQube for 15 days
  • Plugin for Excel
  • Excel is a useful tool for playing with data
  • Excel is not great for data security, etc
  • Pivot tables give you filters
• Certified Solutions Partner with QQube
• Uses Crystal Reports to make a custom report and template for you
• "6 Reasons Why Dashboards Don't Work and What To Do About It"
• Not a QuickBooks expert so find an Advanced Certified Pro advisor

http://ReferWes.com

http://BestCRMForMe.com

• Dan Kurt, founder of Unific
• Revenue Conduit founder
• Recognized pain their customers experienced
• Most automation platforms aren't built for eCommerce customers
• Raised $1.5 million this year and launched
• Shopify only for now (they have a great API)
• Nearly 70% of shopping carts end up abandoned
• Order confirmation emails are opened 60-70%
• Single-usage expiring coupon codes
• Built for multi-hat entrepreneurs (fulfillment, marketing, sales, everything) and they're short on time and work with small teams.
• Both have low-hanging fruit.
• He looked at nearly 3,000 Shopify Plus stores and abandoned cart on all of them to test them to see how they were recovering their shoppers.
  • Shopify Plus is not cheap so he assumed they were using best practices but 50% were using the default emails from Shopify with no segmentation, no customization, etc.
  • You need to send an email within 15 min and within 24 hours and another day.
  • It can be the same email and you'll convert more lost sales.
• He can segment shoppers based on best customers vs. new prospects.
  • Total number of orders
  • Delays
  • Sequences
  • Bought 1 Time within last 30 days
• Increased volume helps you get more granular with your segmentation
• Has end goals to start and stop sequences
• New customer welcome
  • Start it with the order confirmation
  • Segment and upsell
• Coupon codes
  • Abandoned Cart - Non-Customer - Cart Value Greater Than $xxx.00
  • single use
  • Dynamically-generated
  • Entire order or selected products
  • Set Active Dates

http://ReferWes.com

http://BestCRMForMe.com

• macanta sits on top of Infusionsoft
• Came out as a real-world assignment from a client of his
  • They had Infusionsoft and an enterprise billing system
  • They needed a single interface
• Set permissions for users
• Create Saved Searches
  • Contacts
  • Opportunities
  • Tasks
• Lock Tags to limit mistakes by inexperienced users
• Make recorded calls from inside macanta
• Infusionsoft is contact-centric

http://ReferWes.com

http://BestCRMForMe.com

• Alexis Teichmiller with ConvertKit
• Email marketing tool for creators selling to a community
• It's not all about having a huge social media following because you don't "own" that real estate. You own your list and your website
• Mix of simplicity and power with automation
• 15,000 customers in four years
• Built on 5 main pillars
  • Opt-in forms
  • Automation
  • Sequences (auto-responders or campaigns)
  • Broadcasts (one-off emails)
  • Subscribers
• Opt-in forms
  • Landing pages
  • Forms
  • Settings is where "the magic happens"
    • The "Incentive Email"
    • One-click / one-step double opt-in
    • Inline
    • Modal
    • Slide In
    • Scroll percentage
    • Embed
      • Javascript
      • Raw HTML
      • Wordpress
    • Integrate with other
• Sequences
  • "+ Add Email"
  • Delay timers
    • Days
    • Hours
    • Day of week
  • Drag and drop to re-order
  • Filter
    • Filter out customers of a certain product or on another list to skip your "pitch" email
    • Conditional content
  • Direct integration with Textifull
• Automations (Visual Automations)
  • Think "If/Then Scenarios"
  • Triggers...
    • Event
    • Action
    • Condition
  • Create Emails, Sequences, etc. on the fly within the Automations area
  • Templates coming soon
• Subscribers
  • Not list-centric (AWeber and MailChimp)
  • No chance of duplicates
  • Location-based sending
  • Send from multiple accounts
• They integrate with shopping carts, webinar platforms, etc. See all of their integrations here.
• Their focus is on email marketing

http://ReferWes.com

http://BestCRMForMe.com

• Scott Desgrosseilliers
• What's your ROI on your ad spend?
• Now he has 400+ customers in just two years
• Make profitable, data-driven marketing decisions
• Trust, understand, and interpret your data
• Patent-pending sales-attribution and analytics platform and done-for-you data analysis
• "The world does not need another pie chart."
• He only shows verifiable data
• Facebook offline conversions
  • The pixel didn't capture the sale
  • Maybe someone calls in and orders or they sign up for a subscription so that's not tracked back to Facebook
• WickedSmartz are produced from the Wicked Reports
• Five areas of the customer journey confusion | Awareness > Consideration > Purchase > Retention > Advocacy
  1. First click | first opt-in | last click before a sale | Re-opt-in
  2. Ad platform measurement ignorance
  3. Pixel-based system inaccuracy
     1. Misses the most valuable customers: those who make multiple purchases
     2. Multiple devices
     3. Must program the "value" of a customer on every Thank You page
     4. Limitations of existing competition like Google Analytics, which requires you to setup Events, etc. It's hard to setup
     5. SMB staffing and expertise issues
• Demo Key Points
  • See value of leads over time
    • "What should I do with this information?"
  • What are your best emails?
    • By revenue
    • By clicks
  • Potential ad targeting to make money
  • Areas you are losing money that need monitoring
  • Potential missed opportunities
  • Where did you find your best customers?
  • Sales by Days
  • Sales by Hour
• Facebook Attribution is coming out now
  • 95%+ of customers are setup within 48 hours
  • Auto-track the ads for you
• Moving towards auto-tracking emails
• Integrates with:
  • Infusionsoft
  • Ontraport
  • HubSpot
  • Maropost
  • MailChimp
  • 1ShoppingCart
  • Facebook
  • PayPal
  • Limelight Networks
  • Acitonetics
  • Shopify
  • ActiveCampaign
  • CallRail
  • Klaviyo
• Bid calculators
• Key stats for your new demo is available
• Facebook Markting Partner