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Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The CRM Sushi Podcast

Unscripted, real, transparent information and interviews from Wes Schaeffer, The Sales Whisperer®, to help you master inbound marketing and generate more inbound sales that close faster, easier, at higher margin, with less stress and more fun. Wes is a CRM expert, Sales Trainer, Air Force Veteran, Copywriter, Successful Entrepreneur, Husband of 21 years, Father of 7, Author of two books, Keynote Speaker, Cigar-Smoker, Scotch-Drinker, Catholic, Libertarian, Gun Owner, Athlete. Join us at TheSalesWhisperer.com/podcasts for recaps of every interview along with valuable resources for aspiring Entrepreneurs and Sales People. TheSalesWhisperer.com is where Professional Sales People come to grow.
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Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The CRM Sushi Podcast
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Aug 1, 2017

http://www.thesaleswhisperer.com/blog/sharpspring-crm

http://ReferWes.com

http://BestCRMForMe.com

 

  • Alexander Lalonde
  • Health, wellness, beauty, spas, tanning, waxing
  • Mobile-friendly booking engine
  • Can be white-labeled via their API
  • Operates like an airline
    • Resource-based
    • Time
    • Employee
    • Price
    • Realtime
    • Tiers / exerience level
    • Level 1 PCI compliant
      • Take a deposit
      • Hold credit card
      • Pre-pay
      • Accept cancellation policy
  • 33% of Millenials will never pick up a phone to book a reservation
  • 70%+ of traffic is on mobile
  • "Match or beat" merchant account policy with three partners
    • Clover Mini card-swipe
    • Client-facing terminal (Chip-reader, Apple Pay, Tip, Receipts)
  • Use Booker's tab for Walk-Ins
  • Same framework as Google Calendar
    • Add manually for call-ins
    • Added to CRM
    • Staff notified based on their preferences
  • Pre-check-in feature
  • Set-it and Forget-it reminders (email and text)
    • Frederick
      • Acquired 18 months ago for 2-way texting
      • Smart marketing / rescue lost customers
      • Setup suggested services
      • Do a drip campaign with discount thresholds
      • Smart AI to learn from the interaction of the customer
      • Full email blasts
      • Feedback and reviews
      • NPS—Net Promoter Scores
  • Side panel for fast check-in and check-out
  • SaaS / Cloud-based
  • Apple and Android apps with branded apps if interested
  • Saves credit cards securely, which streamlines membership subscriptions
  • Full-featured CRM
    • Profile photo
    • Progress notes with date and time stamp
    • Appointments
    • Orders
    • Purchases
    • Segment your list
    • Customizable fields
      • Basic
      • Standard
      • Plus (best if you need intake forms with custom information)
    • Staff
      • Salary structures
      • Schedule
      • Time clock
      • Payroll (access granted to contractors)
    • Products
      • Vendors
      • POs
      • Inventory levels
    • Reports / Business Intelligence
      • Easy, informative dashboards (run on mobile)
      • Customer App
      • Direct interface to Google
      • Yelp
      • Facebook
      • Referrals
      • Groupon
      • Magazine Ads
      • Newspaper Ads
  • Month-to-Month contracts
  • Less than a typical cell phone bill
  • Embrace the change! Get off of pen and paper and get on Booker. 
    • You get the onboarding help you need
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