If you haven’t heard about anchor, it’s the easiest way to make a podcast. Let me explain, it’s free, there’s creation tools that allow you to record and edit your podcast right from your phone or computer, and an coral distribute your podcast for you, so it can be heard on Spotify, Apple Podcast in all the other platforms.

You can make money from your podcasts with no minimum listenership, it’s everything you need to make a podcast in one place, download the fan crap or go to anchor FM to get started. Those are the five that I would get out of the box there. Zoho, one’s gonna cost you 35 a month active campaign for a small business or cost… You have 50 to 200 a month.

Black is totally free, Vimeo run in about 50 bucks a month and work presented free across the board.

Welcome back to the prospect of the show. We, we, we talk about tips, tricks to metering is amazing. Small business type.

I’m your host, Dr. bone Robertson on this podcast to contact segments of communication, sales prospecting in floti, thank you to everyone with a word by 10rd episodes and other days in the 2 enjoy show.

Episode 15 here on the prospecting show. Today we’re gonna talk about the five tools that we use for sales and pipeline management, prospecting and everything in between, and so I’ll write for the more quick here up front, so that if something was to take notes on it… You can jot them down. We have a zoo one, which is a subscription software, we have active campaign, we have a Slack, we have Vimeo and we have WordPress, and that seems like a really random kind of set up that we have there in terms of the types of software, but I really think that most small business, I can basically wrap themselves into those five platforms for good cost-benefit ratios, and that can be something that they can use early on in their business process and it can scale with them over time.

The one thing I don’t like about some of the other opportunities or some of the other softwares that are presented to companies is they are good either short-term or they’re good long-term, there’s not really good mix. For example, in the CRM space, Salesforce is a great piece of software. But at the end of the day, the problem of Salesforce is it really only gonna be useful if you’re a huge organization because they have a big upfront implementation cost, they have multiple user licenses, you have to purchase, it just becomes a huge issue. So at the end of the day, these are the five tools that are gonna work if you’re a small company, but also if you are a substantially bigger company, and so the first one that we’ll go over it is the CRM, there’s a subscription called Zoho-1, which is 35 a month per user.

And the 35 subscription is required for everybody in your organization, so when you go to Zoo and you say, I want the Zoo 1 enterprise pricing, they’re gonna give it to you, but it’s gonna be based on… Primarily based on the number of employees that you have in your organization. And the only reason I say that is because if you’re a small company starting out, maybe not everybody needs that, we just have to be careful ’cause if you start telling them that you got seven people in your organization and you really only have three people in the restaurant part-time, they’re gonna make you pay for seven subscription, so your price is gonna go up.

Now, was O1, instead of just having a CRM function, which is a customer relationship management function, you’re also gonna get 40 applications, so you’re gonna get the CRM plus 39 other apps, and the five that I use most in our business right now, and the five that I recommend for just about any business is the CRM, the campaigns tool, the digital signing tool, the forms tool in the recruit tool, and the reason that those five are most important is because they’re scalable regards to if you have one employee, it’s just yourself starting up a business or if you have 50 people, and so I’m gonna break those down. And then we’ll go to the next piece of software. So the CRM is gonna be basically loading all of your leads into the system, so you can store it, you can create different fields, you can add different details, you can put notes in there, you can have emails attached to it, documents that you’ve signed, you can upload it to… It’s basically a spot to keep everything organized to of using the folder file structure and your local computer, and if you have multiple users, you can kinda tag each other and say, Hey, follow up with this person and follow up with that person. And it has a good workflow functionality where basically you could be a sales process with somebody and you need one of your partners to follow up with it, well, you can tag one of your partners and I’ll give them a notification in an actionable event, he’ll send them an email, send them a alert to remind her right in the system so that they can know to follow up immediately.

The other thing that’s really cool is a pipeline management tool, they have a prospecting deal section in that Deal section, basically what it does is it shows you how much money in terms of revenue is in each deal, so that could be in pre-sales and sales deals one deals, lost all those different categories that you can keep track of it in forecast long-term as a business owner, that isn’t particularly important if you have a 1099 sales team and you wanna look at it and say, How can I forecast the value of all these 1099 reps because you’re paying out commissions over time, the next tools campaigns campaigns is really simple, it’s an email system, and that email system is basically broken down and do a few different components, but basically what happens is you create a list and within the list you can have email automation, so you can send email today, you can send in three days, 5 day, 7 days, 9 days, you can put people through a drip sequence, I don’t recommend trip sequences as a whole, but I recommend front-loaded email sequences like a three to five email sequence where you’re basically giving value to the customer and ask them if they wanna chat with you, don’t drip that over the next 26 to 50 weeks, because I think that that’s gonna be really kind of painful for your potential prospect.

Next one is the document signing software, Zoho sign, and what that is, is literal lows you to upload documents real-time and sign them, it’s like a DocuSign, except for when you get this O-on subscription, CRM is gonna cost you 15 bucks a month per user. Campaigns a caution, other 10 bucks a month per user, and Sino cost another 10 bucks per user. So when you buy a 001-305, you’re basically getting all of these for free, plus the other 36 applications that we’re not gonna talk about, so the sign is basically just an a lady to do document signing yourself or send it to a customer with tracking on it, so you can get an agreement sign, and that does include credit card agreements, if you wanna have a credit card agreement where they put in their number and it’s encrypted at set back, you could do that, no problem at all. With the signing software, the next one is for… Form is exactly at towns toucan build forms. You can be internal forms, they can be formed for your virtual system team or they can be formed for your customer to fill out on their side, and the reason that that’s important is it could take that form and you can sink it with your CRM, so that it can create a section where basically you have all the notes from someone filling in a form, so when you do a sales call, you have those to look at ahead of time, so I think that’s a really useful feature.

The last one, which is more for business expansion purposes, is a whole recruit recruited as two different sections in, it has more into security, but it has two major sections, you have companies that you’re gonna be working with, and then there’s also gonna be the individuals that are actually gonna… Joining the team, so you have a job and you attach the candidate to that job, so if you’re hiring for 1099 sales in Wisconsin, well, you’re gonna have a 099 sales job, Wisconsin job order, and you’re gonna attach the candidate or the 199 reps to that, so you can interview them and keep them separate, so that’s more of a mid-sized company or an expanding kind of company to use that recruit function, but the other four, again, CRM campaign sign informs, those are definitely going to… Those definitely gonna work for almost every business size, so let’s switch gears here and go over to AC if campaign active campaigns share some similar features to Zoo, the way we use it is for automations when we want text message integration, and also when we’re doing trade shows so what you can do is you can build forms with it, have custom fields, first name, last name, phone, email, maybe their job title, maybe when they graduated, it really depends on the use cases, but you can have a form that form concern, an automation, that automation can be three different things.

A Aeolian basically be a email, it could be a text message, or it can be a notified and the notify or something that internally notifies people. So for example, when we go to trade shows, we have this forum, first name, last name, phone email, the prospect fills out the form there, but then I also get a notification, might sell either in the form of a text message or an email that says, Hey, this person fell at the forum, here’s all their details, that way you can keep your team organized and when you’re filling out the form repetitively within one day like at a trade show, you will very easily be able to tell, Hey, that was a successful form, submission or not.

The cool thing is the active campaign has a native integration with Twilio, which is a text message provider, SMS provider. It’s pretty costly overall, when you kind of break down the the man of us, you get out of it, but if you’re somebody who’s able to pound out a bunch of emails in a bunch of text and a bunch of other items with it, you’re gonna find that that cost gonna get driven down relatively quickly, so I think you’re gonna find that it is definitely cost-beneficial to have that software now in addition to that, but there is a tool called Slack, and Slack is what we use internally for communication. It’s totally free, there’s no cost associated with that, and we do both our team management and our client management, so when we have a virtual team or we have our domestic team or anybody, internal graphics or whoever it is that we need to communicate with, we put it all through Slack, so that it notifies them when they want, they can set time parameter so they’re not notified at 2 o’clock in the morning when we send out a message, and basically it’s a good way to organize a bunch… Different people in different time zones and different projects, so there’s a section called channels, and in that channel section you can put different projects there so that everybody can work on it together.

The next one is via Vimeo of video software, we pay subscription for this, and there’s the professional plan, which I think is… It’s something like five gigabytes to an upload per week, and then there’s some limited storage overall, but any of our training videos, any of our sales videos in any of our client videos get hosted there, so that one we actually share that when we actually use on the website, instead of embedding a website directly with the video, we put it on Vimeo and then reference on the website, that’s one gonna help with your Google ranking and your SEO, but two, it’s gonna make your website run a little bit faster because the video isn’t hosted right. On your web server, is host on a third party server, so again, it’s training video sales videos and potentially promo videos, and then you can also do use case videos, maybe you have a virtual team and you’re trying to get… I talk to another episode about virtual assistance, you might be recording a video to help them do their job better, and so you could upload that to a specific section with a password protect it and basically say, Hey, hey, watch these videos here… Here’s the pastor to the video, do this task for me and let me know, and it’s done… The last ones we were pressed again, a free software, it’s a website builder, you can load it on any hosting platform that could be like a go dadra, site, ground or MOA data services, those are our current hosting company, mosaic data services, I think you can look them up online, and you should be able to find them. But basically, they’re a hosting provider, and WordPress is a platform that and use to build a website, and it also has some SEO function built in, so you can be found on Google. It has some good drag and drop builders, if you don’t like to code, and also has a massive theme library where if you find a theme that fits to look, you’re going for, you can save yourself a bunch of times, you don’t have to programmatically build a website, so those are kind of an overview of the different tools that we use, that’s CRM, which we use, so 1, that’s 40 tools in one, which includes the ones we use, include CRM campaign, sign forms and recruit, then there’s active campaign, which includes forms automations, and then SMS integration with Twilio, then there’s Slack, which is for internal external communication, Vimeo, which is for video, but we use it for training, sales and promotional videos, and then there’s WordPress, which is your website builder, and you’re all things social, so I hope those tools help you all those are the five that I would get out of the box there. So who… One’s gonna cost you 35 a month active campaign for a small business, it cost… You have 50 to 200 a month. Slack is totally free, Viera-y about 50 bucks a month, and WordPress, it’s totally free across the for that.

Hope you guys enjoyed listening to this episode here, that’s good to…


To Listen to this episode, please visit:


To listen to the previous episode 14 – Intro to Virtual Assistants , please click here;

To listen to the next episode 16 – Up-sell, Down-sell, Cross-sell options in the Sale, please click here;