Hello to The Build Live Give solo podcast episode number 217
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Shout out to Jordan who inspired me to talk about today’s topic. Jordan is a valuable member of BLG Authority Machine. Find out more at buildlivegive.com/authoritymachine. In show notes.
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Today’s topic is
How to get the best out of your sales CRM
You will learn
In solo episode 211 Titled Why you should use a Sales CRM, I covered why have one and how to pick one.
If you were inspired to go and get one I would love to know what you went with.
If you already have one, in today’s episode I will give you some of my best tips on getting more out of it.
What sales CRM you have is less relevant. I have my favorites but ultimately any is better than none.
I will cover the following sections
This is the basics. If you would like to know about deals, reporting, automation, and how to leverage a sales admin to help you with your sales CRM you can either wait for a future episode or reach out to me directly.
The first point I would like to cover here is what determines a lead. There is no correct answer to this. The most important point is you and your team all agree to a definition and are consistent with it.
We define a lead at Build Live Give in three ways
I would prefer to have more leads than not. Many of our leads come from Linkedin. I have a team member taking all the messages from Linkedin into the leads app.
If you have questions on this, let me know.
Now you have the definition lets quickly go through some of the key fields. Most good sales CRM will scrap the basics for you. A reason not to use spreadsheets.
If a lead is qualified, they are converted into a person. It is typically called a contact in many CRMs. This is the most important asset I have in my business. My network makes me successful but more importantly helps make my clients successful.
I have 13.5K LinkedIn connections. Which is nice, but some I don’t know. I have 1820 people in my CRM which I know personally.
Again some unique fields
As you see I customize it for me. If you would like to have it customized for you, please email me.
Before we go into the companies section
I would like to talk to you about Dubb – D U B B. It is an All-in-one sales & marketing video platform that helps to attract, convert, and retain more happy clients.
Stand out in someone’s inbox – be it email, slack or social media – by sending them videos
I save all the Dubb videos in the people file.
Why not check it out for yourself.
Go to buildlivegive.com/dubb
This is automatically created when you add a person. Here are some additional fields I use:
Three key actions from today
You can get all the links in the show notes at https://buildlivegive.com/podcast ep 217 or on the app you are listening to now. I recommend the Pocket Casts app.
If you want to find and convert your ideal clients on Linkedin go to blgclick.com to watch a FREE 30min pre-recorded masterclass.
Please connect and follow me on Linkedin.
If you know someone interested in getting the best out of their sales CRM – share this with them.
If you have a topic you would like me to cover, email me at [email protected]
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And stay well
Thank You for Tuning In!
If you want to be seen in uncertain times and add value to your Ideal Client so you can build lasting relationships – go to blgclick.com to learn our three secrets