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Do Less Work and More Sales With Salesflare on The CRM Sushi Podcast

August 01, 2020

Salesflare

Stream below or right click here to download the episode.

What You’ll Learn In This Episode of The CRM Sushi Podcast…

  • Not always easy to invent and design says Jeroen Corthout, CEO

  • Likes building things for that sense of ownership

  • April 2014 had the idea

  • Had to find a good name: SalesFlare

  • Less work, more sales. A simple yet powerful CRM for small businesses selling B2B.

  • Didn’t think about building a CRM

  • CRMs are broken

  • They take a lot of work to use

  • People don’t like Salesforce

  • It’s not built for follow-up

  • It’s not built for the enduser

  • Salesforce is built for management

  • Most CRMs require data duplication

    • Email

    • Phone

    • Calendar

  • He had a business intelligence business

  • He wanted a system to help him stay up to date instead of keeping the system up to date

  • Saw how MailChimp worked and provided feedback and it was interesting

  • Liked how marketers could measure everything but salespeople couldn’t do it easily

  • Bigger companies weren’t interested because they thought it was two databases

  • SMB users are looking for a practical CRM

  • It can replace Salesforce and Microsoft Dynamics

  • Data automation is key

  • Built an investor deck

  • Built a prototype

  • No real development for several months

  • Kima Ventures funded deals fast

  • Incubator in June then an accelerator in September

  • Shifted from large businesses to the SMB space

  • Late 2015 landed first CRM customer who replaced Microsoft Dynamics

  • Pulls data from FullContact

  • Syncs calls from Android

  • Tracks emails

  • When meetings are created SalesFlare pulls in that info from your calendar

  • Notifications

  •  Tasks

    • Today

    • Upcoming

    • Completed

    • Overdue

    • Suggested

      • Inactive

      • Add meeting notes

      • Reply to emails

      • They are automatically completed when the actions are taken

  • Pipelines

    • Multiple can be created

    • Drag & Drop stages

    • Set colors on stages

    • Logos added

    • Advanced filtering

  • Workflows

    • Email until they open or engage

    • Sent as personal email (remove the unsubscribe button)

    • Merge fields to personalize

  • Insights (Dashboard)

    • Revenue

    • Avg Sales Cycle

    • Avg Value

    • Won

    • New

    • Expected

    • Comparison

    • Top Earning Accounts

    • Top Lead Scores

    • Top Lost Reasons

    • Funnel Analysis

    • Team Metrics

    • Review by time in the past

  • Setup guide during trial

    • 12 steps

    • Complete them all to extend your free trial

  • Settings

    • Configure pipelines

    • Billing

    • Customize fields

    • Task settings

    • Notification settings

    • Email settings

    • Calendar settings

    • Applications & integrations

    • Import data

    • API keys

    • Use PieSync or Zapier for 2-way contact synchronization

    • Zapier templates available

Watch Previous Episodes of The CRM Sushi Podcast

Links Mentioned In The CRM Sushi Podcast