CRM Archives - High Performance Coach Cindy Donaldson

Never have I EVER…. Automation!

Leave a Comment / Featured, Fun Stuff, Marketing, Uncategorized / By Cindy Donaldson / February 1, 2018 / Active Campaigns, automate, Automation, Cindy Donaldson, Click Funnels, Cold Calling, CRM, Drip, email marketing, Facebook ads, Infusionsoft, iPad, LinkedIn, networking, New York Times, Old school, red barn consulting, Thinkific, Webinar, Zapier, Zoom

It seems like lately technology has gone into hyper drive when it comes to marketing and sales – even life itself.

Chatbots, Artificial intelligence, Alexa, Drones…and even in the world of marketing: Automation.

I’m old school and tend to not be an early adopter of automation. I had a paper calendar up until 3 years ago when I finally started using my iPhone calendar. (I know – right?) I still read the Sunday paper – as a paper and not on my phone, I still get magazines…the list goes on.

One thing I have adopted though is automation for our marketing and sales processes. Why?

Self-serving mostly. I guess the same reason I still read real magazines – I like to.

I’ve never liked cold calling – EVER. I would find any way around it.

Email Marketing – WIN

LinkedIn – WIN

Networking – WIN

Lately – I’m all about Facebook ads, webinars, lead magnets, landing pages, funnels, CRM tagging, automated workflows – can you say flow charts on steroids?

The point is – it makes my life easier and I close more deals. More importantly I get to be super and I mean SUPER targeted where my message goes and who sees it. I’m not wasting time on someone who doesn’t fit my target client profile.

Automation using tools such as Active Campaign or Infusionsoft. Creating courses in Thinkific and using tools such as Zoom, Click Funnel, and Zapier. (ps – not getting paid for those plugs). It’s all about tapping into the genius of automation – stuff other people have already thought out and I don’t have to!

Do I still do email marketing – of course! But I’m far smarter about it now.

LinkedIn – you bet! But it’s not just my resume.

Networking – Oh yea. But I’m more about the mastermind groups than the big ole networking by tossing a fishing net.

Times are changing. Embrace the technology that WORKS for YOU! If you still like to curl up in your jammies and read the REAL Sunday Times vs. reading on your iPad – then do it. No harm, no foul.

What’s your favorite automation tool or technology hack?

Cindy

Never have I EVER…. Automation! Read More »

OMG – yes you have to track it.

I can always tell a good salesperson and yes, the ones that just are going to drive their managers bat s**t crazy and then some.

Rainmakers, top dogs – you know the superstars all have this one thing in common: They are a slave to their data.

They know:

Their sales goals, and how close or far off they are at any moment in time.
They know their stretch goals, bonus tipping points and anyway they can make extra on their book of business.
They are data monsters – they eat it up. They know everything about their top prospects.
They know who their Target Client Profile is – they aren’t wasting a lick of time on someone who isn’t going to buy from them. EVER.

Here’s a big one – they have an organized trackable process. Yes, I said process. They know exactly what to do NEXT when they get a lead, they make a pitch, they close a deal. Rarely do they waiver.

Oh Shocker – they track it all in a CRM. Now for some that are old school that may mean a spreadsheet or God Help me paper files – but however you want to track your pipeline is fine, just do it.

If you are a salesperson that doesn’t fit into what I just described you might want to search out another career. Sure, you may sell some stuff, but you won’t be the top dog. Can you change? You betcha!

Managers – if you have someone who isn’t in the “KNOW” – we need to get to the bottom of WHY they aren’t quickly. Trust me, the frustration will only get worse…and worse…until you become a passive aggressive evil boss. Yea – it will happen. Seen it more than once.

Here’s the good news – there are so many training support systems out there. (Like Red Barn – sorry – had to plug us)

If you want to win the coveted Top Sales Dog award at the annual business meeting – then trust me, you need a sales coach. A mentor – or hell, someone to get you organized!

Call us – we rock at the whole sales organization and getting act together stuff.