Experience the Benefits of B2b Sales Automation for Production

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hey everyone so this day and age there's a lot of different sales tools softwares and such to help you streamline and automate your sales process and with so many of them i just wanted to go through a video showing you the stack that i'm using currently to help streamline my sales process and just in case you're wondering i am sporting my purple and gold minnesota vikings shirt today although they started on three this year still got to represent my name is patrick spielman i'm the founder of upticks and we help b2b sales teams launch and automate up on prospecting campaigns lead nurturing and stay insanely productive with our sales automation platform upticks so let's get into it so these top tools here's just a high level list i'm going to go through but i'm actually going to walk through each one of these tabs that i've got over here and you know just go through some maybe just a few little best practices we're going to start with you know sales nav here um get into some of our video prospecting how we personalize some things you know how we automate some things how we book meetings video hosting our sales experience and then you know email phone text list list collecting cleaning all that kind of stuff so let's get started so if you're in b2b of course you're probably on linkedin if you're just using the regular linkedin uh platform and you're not leveraging sales navigator i'd highly suggest getting into sales navigator this is really the backbone for a lot of our outbound prospecting obviously not so much are inbound with content and paid advertising and stuff like that but in terms of an outbound prospect up on prospecting we're definitely leveraging linkedin sales navigator coming in you know customizing search results and putting you know together list of lists of leads and then having a strategy to go out and connect and you know add value to the prospect you know provide any you know sort of content that we think might help them and then you know follow up and message and stuff like that and really just stay top of mind with our content so i've got a content strategy that i leverage you know particular with these with these videos and posting it out on all of our mediums and linkedin and linkedin sales navigator is a good process to help me grow my network and in order for that that content to be seen by more people so really linkedin sales nav is is should be you know one of the top ones you use to augment some of our prospecting um i'm using certain tools like this for instance i'm using vidyard specifically for my videos so i do videos for following up with prospects when people book a or a sign up to the upticks platform i do a video you know letting them know that you know i just appreciate them signing up and stuff like that and then i also use it for doing these training videos as well and one of the nice parts here is you can you know see the engagement and views when people are clicking you know and looking at your videos you get alerts um in the platform here and you have also get alerts in the upticks platform when somebody clicks these links and stuff too so you know when people are engaging with the videos but this just makes it really really personalized so in different stages of my sales funnel i'm utilizing video in the process and just to show you a quick little example here's one uh down here i'm gonna have to turn my pen off there so um i held a demo with jason here great guy just met him the other day and um i wanted to after i wanted to show them the power of you know our platform and so what i did is it helps you know schedule my tasks i i've got a task that gets scheduled when i do a demo to look somebody up on linkedin and connect with them but then it sends an automated email after that giving them a link to log into our platform and our knowledge center and all that kind of stuff so i made a quick video of that process post demo to show them the power in the real life application of our product it's really really impactful i actually didn't do this intentionally i hadn't actually thought about it but when i sent it and i got the response back from jason you know nice to see this in action uh personalized video you know um hey i thought i'd show you this cool feature yada yada yada um but he really liked the video so this is actually i'm going to take this post demo concept and utilize that in my strategy so that's just another area that i'm utilizing video in my process and vidyard's been my tool of choice for that lately i've used some other tools in the past that i've talked about in my other videos the next platform i want to show you is a system called hyper eyes hyperis is really cool um it's a system where you can basically embed s over uh images gifs and all that kind of stuff and then embed these into your emails you can embed these into landing pages and stuff like that and make your your outreach uh really personalized it's a really cool system um i met with the founder a few weeks back and really great guy or one of the founders anyway um great platform they've really seen i think some pretty cool and and exciting growth recently and so we're using uh some of these gifs and stuff like that in our process this just looks like an image right now this is a a sample page where you can you know just kind of get an idea of where you can plug these things in you know into an email you could do it in you know facebook you can do it here in a landing page stuff like that so really cool system just helps personalize your outreach in an automated fashion by you know inserting these s and stuff like that so right now i'm using this system for when somebody logs in or signs up to up ticks as well um i'm this automatically goes out within you know a few minutes or so after they sign up saying you know welcome to upticks and of course i've got in my email and i'll show you a real life example here in my account a little bit but um really really neat system that's automated and then i follow that up with a personalized video as well using vidyard so pretty cool um the there's another system here before i get into zapier i mentioned um next weave this is actually a newer one that i stumbled across met with the the founder of this company as well this is a cool one it's actually really similar to hyper eyes but they're mostly focused on doing a similar thing as hyper eyes but doing it with video and so i thought that's kind of neat and they had some interactive video journeys i'm just getting into that platform and you know seeing where i can leverage that in my sales process but um it looks like a really cool platform and i'll probably be using that relatively soon okay so zapier doesn't really need an introduction if you're not using it and you have leads coming in you know all over the internet and all different places you definitely should be using it and so this this is a tool of course that we just use to basically filter all of our data into a specific area that we want it to go with all the different apps that we're using so you know we've got landing pages we've got booking pages we've got you know questionnaire pages we've got activity going on and intercom facebook stripe you know our university all these different things so we're basically just using zapier to tie all this stuff together and put all of our data you know in between the different apps streamline it between the different apps automate our process and really store most of it you know into the optics platform but um not gonna go through building his app or anything if you're not using zapier definitely you should check them out for sure all right so the next one i want to get into is a system called calendly you've probably heard of them but it helps you just streamline and book your sales meetings without having to go back and forth with you know your prospect or whatever you're trying to book a meeting with you can also embed these on your landing pages and you know your email and all that kind of stuff and you apply buffers and rules and stuff like that so that the person knows when they can book you they don't have access to your calendar but they can see when you're available based on the rules that you put so this is a really neat system we've used them quite a bit in the past not going to go into too much detail with them we're actually going to be building something similar for sales teams um into the upticks platform to help streamline bookings on top of it the next one and depending on what your you know your strategy is for sales and marketing you know i use youtube quite a bit i decided you know earlier this year actually not too long ago from the time i'm doing this video that i was gonna just go all in on youtube content and basically just give away all my different my ideas and new ideas and old ideas and things that i've used to you know generate sales and leads and you know interest in um you know my business and you know former businesses and stuff like that so youtube's a very powerful platform that we've been able to leverage so every one of these videos that i do i upload to the youtube platform we manage our playlists stuff like that you know if you're in a specific niche or industry and you want to be sort of looked at as a thought leader and stuff it will take time to build a youtube channel as you can see at the time of my recording i just started doing these videos in probably the last month and so don't expect you're going to launch a video and all of a sudden you're going to get thousands and thousands of views this stuff takes time it you know you got to be patient with it and you got to get these videos out on several channels so you know once i do a video i'm posting it on facebook i'm posting it and linkedin i'm putting it on twitter i'm putting it in our facebook group and if you haven't joined our facebook group i'd love to have you join it's the b2b sales automation facebook group you can join that there also would love if you'd uh subscribe to our youtube channel while i'm on here and hit that notification bell so you get alerts every time i do a new video i try to do five new a week as you can see here i've got a lot of different content for b2b sales but youtube is definitely something that you know you want to be patient with and you know i'm just in the early stages of using youtube as a platform but you know it's really really helping distribute content across multiple channels and it's a great platform to get traffic um the next platform is you know of course upticks so you know all of all of these other platforms are sort of outside of the process in one of our goal outside of um you know the upticks process but one of the goals with upticks here is it's a centralized place to bring all of our information into and then automate our sales process so you know it's it's a platform that helps with a lot of different things if you noticed on my uh initial at the beginning of the video here i've uh um i've got you know a diff a lot of different things that upticks helps with it helps basically it's it's a lightweight crm i like to think of it as a sales experiment experience platform and uh but really we're in the sales automation space i'm not trying to be salesforce or anything like that we're trying to automate sales processes for businesses so with that we're helping automate email phone and power dialing so if you're a b2b team doing outbound sales it's got a built-in power dialer and phone click to dial the whole thing helps to be really really efficient with your time it's got text messaging it's got um one-to-one text messaging you can do bulk text messaging and you can actually embed uh text messages into automated sales sequences um we've got uh list collection so we've got a chrome widget that we're about to launch and then some other methods to generate lists leveraging you know your network and stuff like that i'm not gonna go into too much detail on it because i'm gonna have a pretty big announcement uh in this realm for list collection within the upticks platform and then list cleaning this is a really big one and what i mean by that is basically email validation so one of the problems that sales teams have especially with email if you're doing cold email especially but even if you have inbound sales or inbound leads coming in people put in information and i'm in my demo account so you're not gonna see all my leads here but um people put in information when they fill out inbound lead information and the last thing that you want to have happen is that your emails bounce consistently and then you end up in spam and having issues with you know your domain and all that kind of stuff you just don't want that to happen so we use zero bounce exclusively in the platform it's a native integration you don't have to go and set up any other platform you don't have to export a list of leads import it into a validation tool export it again import it into your other tool it's really really seamless so basically what we've done is we've put it in our integrations but you don't have to do anything you just have to go set up your parameters so you can set the system to validate all new emails that come into upticks and then you can select the responses that you want you want to allow emails to be sent to so we suggest doing valid catch-alls and unknown emails and then you apply these rules to bulk actions and sequences so what this means is when you go in uh bulk enroll somebody in to a particular email that you want to do or if you're um if you have them in an automated sequence take this one for example and you've got leads that are automatically coming into the sequence without having to do anything at all before that pro that lead or prospect receives an email the system is going to val make sure that that email address is valid in the platform based on the parameters that you set here so that you're really mitigating you know any sort of email bounces and stuff like that so that's a really really cool one we just uh launched this integration actually in like the last day from me doing this video so it's really really exciting and then uh linkedin automation is the last one and i'm not gonna go through this in too much detail this is this is not released but we're we are releasing some linkedin automation here really really soon and i'm excited i'll do a big announcement and launch for that as well which is uh going to be a really big game changer i think to help streamline your process the last thing i want to go through is just some hardware that that i use and people do ask me that once in a while and here's what i use i use a blue yeti nano mic on i just got on amazon and then i use this uh this webcam so this is the webcam i'm using right now to um basically record all my videos and stuff like that for any of my videos of course with uh vidyard and all that good stuff and then the last one if you're doing any sort of outbound sales my prior sales agency we did cold calling and stuff like that here's a headset and mic that worked pretty well for us um it's a jabra mic um and headset just plugs into your computer with the usb port helps um reduce background noise and stuff like that so that that's worked pretty well um on top of the software platform so i know this can kind of seem you know a little bit overwhelming with with how many different tools you know but likely you're using some of these but i just wanted to show you in this video the different sales tools that i'm using with my process to really help generate more leads book more meetings do more demos and ultimately grow our sales so again if you you know found some value in this video i'd love if you subscribed to our channel and again hit that notification bell so you can alert when i launch new videos i try to do five new videos every single week and of course i'd love for you to check out uptix our sales automation platform that i showed you just a sneak peek of there that helps you launch and automate you know all of this stuff and you know keep you really really productive and help you generate more sales so i hope you enjoyed this video and we'll see on the next one