Our co-founder Paul Sokol was invited to present on sales pipelines and automation for Keap’s daily Automation Hours.
In this free training, which covers strategy (not Tool training), you’ll learn:
* How to extract meaningful sales stages
* Common sales stage automation
* Sales manager automation
Having a pipeline is super helpful when organizing events! Especially when it comes to keeping track of the presenters/talent and vendor relationships.
#Sales #Pipeline #Automation Video Rating: / 5
We are Keap, a company with the mission is to help millions of small businesses succeed. We want to inspire entrepreneurs to keep going even when they face the tough challenges and moments of doubt.
We offer CRM, sales, and marketing automation software designed for small businesses. We help you win more business, grow your sales, and better serve your customers.
Learn more about Keap: www.keap.com/lp/get-the-business?utm_source=youtube&utm_medium=video&utm_campaign=qtd-15c&utm_term=theyllloveyourwork190618&utm_content=social
Smart client management software designed to help small businesses turn incoming leads into satisfied clients. Keap organizes your customer information and workflow in one place. Free yourself from repetitive tasks so you can focus on delivering great service.
QUESTION 2: How do I build a basic Infusionsoft “Opportunity Sales Pipeline”?
Video Blog URL: www.beeautomated.com
That is a big question. One that is not easily answered in a sentence. I don’t know of any free videos out there. So, I’m posting a webinar recording that I did for Infusionsoft right after ICON17 (Infusionsoft Conference 2017).
This webinar is almost the exact “Sales Pipeline” presentation I gave at the conference. At the end of the recording it’ll even give you the url to the free power point I gave to ICON attendees.
The webinar has been edited by Judi Miller from Infusionsoft to be only 30mins. Give Judes a shout out for saving us all time!!
Sales Pipeline Setup
The hardest thing about getting into Infusionsoft’s Sales Pipeline is the education around it.
I think that’s what provoked this question by Jamie.
This recording will primarily go over the basics of what a sales pipeline should do for your company, then shows you how to build it inside of Infusionsoft.
Outline Sales Pipeline
1. Setup Default Stage
Opportunity Defaults
Set Sales Pipeline Stages
2. Setup Campaign Builder
Part 1: Capture Lead
Part 2: Create Automatic Opportunities
Part 3: Stage Creation – Automation
3. Test Pipeline
*Bonus – Setup Dashboard / Saved Searches
Next Action Dates Search
Sales Pipeline Widget
What this webinar recording doesn’t cover
The Infusionsoft University used to block out half a day of education to go over this module and the webinar recording is 30mins. That being said, it is a basic setup and doesn’t dive into the reporting features.
It DOES NOT go into the nitty gritty details of scoping out your own sales pipeline stages. So if you’re ready to jump into Infusionsoft and start building, this would be a great recording for you to watch!
I also know there’s a lot of controversy about the question “Is Infusionsoft’s Opportunity Sales Pipeline the most effective way to build a sales pipeline?”. This webinar does not discuss the pros and cons of a “Tag based pipeline” vs “Opportunity based pipeline”, but will be covered in another video post.
Using a sales pipeline to track your deals will improve your sales process, Increase your revenue, help you forecast future business results, reduce wasted effort, and create a more pleasant sales experience for your customer.
It gets even better when you add the tools available in Keap to automate tasks, emails, and process reminders.
Jack will show you how to put the power of the Sakes Pipeline to work for your small business.
Keap is on a mission to simplify growth for millions of small businesses. For 18 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap and Infusionsoft by Keap products.
Try a free trial of Keap today https://freetrial.keap.com/signup?ls=social&beta=true&utm_source=youtube&utm_medium=video&utm_campaign=freetrial&utm_term=200818&utm_content=social
Check out a demo of Keap https://keap.com/product-demo?ls=social&utm_source=youtube&utm_medium=video&utm_campaign=demo&utm_term=200818&utm_content=social
Keap is all-in-one CRM software that organizes all your info, helps you always follow up, close more leads, automate your daily work, gets you paid, and allows you to impress your clients.
Keap is on a mission to simplify growth for millions of small businesses. For 17 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap and Infusionsoft by Keap products.
Try a free trail of Keap today https://freetrial.keap.com/signup?ls=social&beta=true&utm_source=youtube&utm_medium=video&utm_campaign=freetrial&utm_term=DEFAULT&utm_content=social
Check out a demo of Keap https://keap.com/product-demo?ls=social&utm_source=youtube&utm_medium=video&utm_campaign=demo&utm_term=DEFAULT&utm_content=social
Get our b2b cold email starter package for /mo http://mark-helton.com/starter Video Rating: / 5
Get Your Free Trial Of ClickFunnels – http://www.seansupplee.com/cftrial14ss
This video goes over how to setup Sendgird within ClickFunnels and goes over some points as to why a SMTP service could be a cost effective way to go.
It will also lead into FUF or Follow Up Funnels and how the interact with SMTP providers within ClickFunnels.
The biggest benefit to setting this up is the ability to do a lot more within your funnels such as filter rules and getting better detailed stats about your visitors and customers actions within your funnels.
There are times when Infusionsoft opportunities are NOT the right choice for managing your sales pipelines. This is especially true when you have a lot of unqualified leads coming in from web forms on a website. Creating an opportunity for each prospect filling out the form generates a large number of opportunities that end up going quickly to a lost stage.
What we find works better is to create a set of tags to manage the sales pipeline and use opportunities only after the sales team members have qualified the lead.
In this video, I illustrate how we’ve done that for one sales team and how we make use of save reports, a simple widget on the Infusiosoft dashboard and two Infusionsoft internal forms to manage the sales pipeline. The interface is really easy for the sales team members to use.
**************
Jorge Lazaro Diaz is president and founder of Larry Jacob Internet Marketing. He’s an Infusionsoft Certified Consultant and a Memberium Certified Implementation Partner. He hosts his video blogs / podcasts, “Defining Infusionsoft Success” and “Transforming Small Business Thinking.”
He runs a digital marketing agency meeting the Infusionsoft membership website needs of Keap and Infusionsoft by Keap users. He and his team have developed extensive expertise building Infusionsoft powered membership sites having developed extensive expertise using systems like Memberium, AccessAlly, WPFusion, WishList Member.
Jorge and his team have a real passion for working with owner-led businesses, working to leave them feeling empowered and confident about their future.
Jorge and his team of membership site specialist can be reached at +1.305.998.6860 or via their website at www.LarryJacob.com.
Have you tried Wild Mail?
Wild Mail is an official reseller of ActiveCampaign with a few big benefits, learn more: https://wildaudience.com/activecampaign/
This video is a complete step-by-step walkthrough for how to build your email sales funnel using ActiveCampaign. Why ? Because an automated Sales Funnels is a virtual version of your best sales person, working 24/7, 365, never complaining or asking for higher wages. In order to build it, we need a specific software and at Wild Audience, we use Active Campaign.
What I cover in the video :
– Why email is 40x more effective than social media for getting sales 1:00
– All four key stages of an email sales funnel 1:30
– How to use Active Campaign in the Awareness Stage 1:58
– How do you automate Relationship Building? 4:05
– The Sale Stage with Active Campaign 7:26
– The right moment to start selling 8:19
– How does the Upselling Stage work with Active Campaign 9:24
You can read our entire article & download our bonuses here:
https://wildaudience.com/sales-funnel-activecampaign/
—
FOLLOW US ONLINE HERE:
Blog: https://wildaudience.com/articles/
ABOUT WILD AUDIENCE:
At Wild Audience we believe that faster growth starts with automating relationships. And that is why we help 6 and 7-figure entrepreneurs automate their processes to accelerate growth through Respect-Based Marketing. Video Rating: / 5
This ActiveCampaign tutorial for 2019 shows how to do basic automation, tagging, and sales funnels for email marketing with ActiveCampaign where you can help me earn 20% as an affiliate at https://jerry.tips/activecampaign. After using MailChimp as an entrepreneur online for 3 years before and deleting several lists, I finally upgraded to ActiveCampaign which I have now used for two years and can indefinitely scale my business with! This ActiveCampaign guide shows a basic look at lists, reports, campaigns, tagging, events, selling via email, and reviews pricing.
Suggested Jerry Banfield videos to watch next?
Content Marketing Tips 2019! What to Create for Organic Traffic at https://www.youtube.com/watch?v=JxD_KhxYHvE.
Airtable Tutorial for Project Management with Online Spreadsheets in 2019 at https://www.youtube.com/watch?v=OB6U31vwGIM.
TubeBuddy Tutorial 2019! Maximize YouTube Views by Researching Video Topics at https://www.youtube.com/watch?v=ZSkJ_L945Cs.
Facebook Marketing for Business 2019! How to Maximize Organic Reach at https://www.youtube.com/watch?v=Lrzn7zAThyk.
How to Promote Your Podcast in 2019 for Free at https://www.youtube.com/watch?v=0eWRBq6zHvQ.
Upwork Tutorial for Hiring 2019! Secrets to Recruit the Best Freelancers at https://www.youtube.com/watch?v=7MMbSDyJH_4.
SUBSCRIBE? Help us reach 500,000 YouTube subscribers and enjoy new videos daily at https://www.youtube.com/JerryBanfield?sub_confirmation=1
JOIN? Become a member on YouTube today to enjoy your channel name in the description on new videos and to watch new videos early at https://www.youtube.com/jerrybanfield/join
FREE COURSES? Subscribe to Uthena on YouTube for free video course previews at https://www.youtube.com/channel/UChbRFgqo-4Z7Bjs157zEBlA
COACHING? Full time online entrepreneurs love our group coaching calls every week in our partners program at https://jerry.tips/partner
SPONSOR? Start influencer marketing with us in a sponsored video at https://jerry.tips/sponsored
CALL? Apply for a free 1 on 1 video call with Jerry Banfield at https://jerry.tips/requestcall
BOOKS? Read to my crazy police officer stories at https://jerrybanfield.com/books/
MUSIC? Listen to my electronic dance music at https://jerrybanfield.com/music/
PODCAST? Hear inspiring stories and new electronic music on my podcast at https://jerrybanfield.com/podcast/
RESOURCES? See what services I use to power my business online and help me earn as an affiliate at https://jerrybanfield.com/resources/
COURSES?
https://uthena.com
SELL MY COURSES ON YOUR WEBSITE?
https://uthena.com/bundles/jerrybanfield
Socials!
https://www.facebook.com/jbanfield
https://www.youtube.com/jerrybanfield Tweets by jerrybanfield
https://www.twitch.tv/jerrybanfield/
https://www.instagram.com/jerrybanfield/
https://www.linkedin.com/in/jerrybanfield/
Love,
Jerry Banfield
CREDITS! Thank you very much to the following YouTube channels for giving about a month to support new videos! Join at https://www.youtube.com/jerrybanfield/join to get your YouTube channel name included here on all new videos?
Essetino Artists at https://www.youtube.com/channel/UC_i_ZggZaqVOrbNVd7F-76g/
E Clarke, SHADOWOPSV, David Wheelis, GIULIO IACOBINI, and Veaceslav Moroz. Video Rating: / 5
Learn how to use Sendlane to build your autoresponder for BIG SALES!
Contact us on FB:
https://www.facebook.com/thebestonlinemarketer/
Check us out on Instagram: @thebestonlinemarketer
Subscription on Sendlane is simple and easy to use. You can grab and create a subscription form in Sendlane. In this tutorial, I’ll walk you step by step.
More info: https://oddhayon.com/
Feel free to comment here if you have any more questions about How to add social media icons to YouTube channel.
Subscribe to oddhayon: https://www.youtube.com/channel/UCc4W6N5yxlshUgvhAA75flw?view_as=subscriber Video Rating: / 5
What does it take to build a long-term, sustainable business after Amazon? We break down one of the best strategies to do this – building an email list.
Greg Mercer is the founder of Jungle Scout, and an experienced Amazon seller. Here, he shares his knowledge and Amazon selling tips and tricks to give you the competitive edge in your private label journey! Video Rating: / 5
We explore whether it’s still necessary to have an email list when selling beats online in 2017!
————————————————————————————
SELL YOUR BEATS ONLINE ➡️ http://bit.ly/2vbZ3sm
SUBSCRIBE ➡️ http://bit.ly/2yHyiCi
Do you really know what your customers want? The sales process may look like countless stages people have to go through before they buy. But if there’s one thing that matters to your prospects, it’s what’s really in it for them.
YOU’LL LEARN:
▶ How people make buying decisions.
▶ Key pillars of emotional targeting.
▶ How to generate sales from your leads.
“Matthew has what amounts to a PhD in applied Digital Marketing. Email Marketing Demystified breaks down the exact strategies and tactics you can use to grow and (more importantly) leverage your email list into a long-term asset.” – Deacon Bradley
While many have decried that email is dead, a handful of digital marketers have quietly been using little-known email marketing techniques to generate massive results.
In Email Marketing Demystified, digital marketing expert Matth
