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Insightly CRM Demos Their Magic on The CRM Sushi Podcast
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Manage episode 174195637 series 1400361
Content provided by Wes Schaeffer and The Sales Whisperer®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Schaeffer and The Sales Whisperer® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
http://www.thesaleswhisperer.com/blog/insightly-crm
http://www.thesaleswhisperer.com/vastaffer
http://BestCRMForMe.com
- Insightly is the CRM for the SMB space (Small to Medium Business)
- Their ideal customer has between 1 - 200 employees
- Native project management
- Convert sales opportunities to a project
- Also integrated with QuickBooks, Gmail, Google Apps, etc
- Easy-to-use CRM
- They think beyond the CRM to track post-sale interaction to drive repeat business
- Who's the ideal customer for Insightly?
- How they handle onboarding
- What are "Insightly Heroes"?
- What are "activity sets"?
- Are they an ESP (Email Service Provider)?
- How do they handle mobile?
- Can they scan business cards?
- How do they handle voice notes?
- How do they integrate with Gmail?
- Do they have a Chrome extension?
- How do they integrate with Outlook 2013 and Office 365?
46 episodes
Insightly CRM Demos Their Magic on The CRM Sushi Podcast
Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The CRM Sushi Podcast
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Archived series ("Inactive feed" status)
When?
This feed was archived on April 06, 2021 13:12 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 174195637 series 1400361
Content provided by Wes Schaeffer and The Sales Whisperer®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Schaeffer and The Sales Whisperer® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
http://www.thesaleswhisperer.com/blog/insightly-crm
http://www.thesaleswhisperer.com/vastaffer
http://BestCRMForMe.com
- Insightly is the CRM for the SMB space (Small to Medium Business)
- Their ideal customer has between 1 - 200 employees
- Native project management
- Convert sales opportunities to a project
- Also integrated with QuickBooks, Gmail, Google Apps, etc
- Easy-to-use CRM
- They think beyond the CRM to track post-sale interaction to drive repeat business
- Who's the ideal customer for Insightly?
- How they handle onboarding
- What are "Insightly Heroes"?
- What are "activity sets"?
- Are they an ESP (Email Service Provider)?
- How do they handle mobile?
- Can they scan business cards?
- How do they handle voice notes?
- How do they integrate with Gmail?
- Do they have a Chrome extension?
- How do they integrate with Outlook 2013 and Office 365?
46 episodes
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Similar to Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The CRM Sushi Podcast
Interesting stories from today’s franchisors and entrepreneurs.
…
continue reading
The #1 podcast for agents. We talk with Real Estate Agents who sell more than 50 Million dollars a year in volume and find out how they do it. We uncover their stories, secrets and tips & tricks. We bring on top producers, coaches and authors and do a deep dive
…
continue reading
The Michael Caz Podcast brings you the latest in health, business, relationship, and adventure.
…
continue reading
Publishing weekly since 2012, this show helps marketers navigate the ever changing marketing jungle with expert interviews from leading marketing pros. Join Social Media Examiner’s founder Michael Stelzner as he helps you discover new strategies and actionable tips to improve your marketing. Show notes at Socialmediaexaminer.com/podcast/
…
continue reading
Ever wish you had a business mentor with over a decade of experience whispering success secrets in your ear? That’s exactly what you’ll get when you tune into the top-ranked Online Marketing Made Easy Podcast with your host, 9 to 5er turned CEO of a multi-million dollar business & NY Times Best Selling Author, Amy Porterfield. Her specialty? Breaking down big ideas and strategies into actionable step-by-step processes designed to get you results with a whole lot less stress. Tune in, get ins ...
…
continue reading
The most innovative people in the world of small business go one-on-one each week with marketing expert Tim Reid. In this award winning podcast; business owners share where their original business idea came from, how they got it to market and the strategies they used that led to their business’s unprecedented growth. Host Timbo Reid’s curiosity for what makes business owners tick and his passion for small business success means that every episode is chock full of marketing gold that will hel ...
…
continue reading
Marketing Smarts is a weekly podcast featuring in-depth interviews with smart marketers from all walks of life. Hosted by MarketingProfs, this 30-minute, weekly podcast will deliver actionable insights and real advice to help you market smarter.
…
continue reading
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