Lead management tools for Animal science

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let's talk about as lead generation software review so when you hear the word as everybody thinks about project management right but into this conversation I want to show you that as has a deep very deep lead generation uh capabilities that we want to review in depth so here's an overview I really want you to pay attention to so when you think about as you I want I want you to think about a tool that allows your teams your marketing teams your sales team to do a lot of things project managers sales team members uh marketing team members always need simple ways to keep the whole team on the same page so as is really a cloud-based service which can help your team your teams do a lot of work okay a lot of work efficiently a lot of work more seamlessly and as is a helpful collaboration tool that offers customizable features for productivity so here are the pros and cons of Asana so you have uh the free version that includes most features including automations you have Integrations with zoom GitHub and more and project you have project status reports fantastic what about the cones well you have more exp as is more expensive than other project management software tools with uh lead generation uh capabilities such as trailer or clickup for example and uh there are some issues with customer service when it comes to ASA by the way boss welcome back to the show it's really a pleasure to have you here and today's conversation I I want to quickly talk to you about ASA a project management software tool with a deep lead generation capabilities so this is what it is when you think about a think about think first about project management and then second about lead generation lead scoring lead qualification lead nurturing and all that kind of beautiful stuff okay and one thing we love here is that with Thea you can tailor you can tailor the the dashboard you can taor the work streams you can tailor the the capability you capabilities you can tailor the modules to the members involved okay so if your team is small or is is small midsize or big you can really find a Sona really helpful as well and what we about the son is that it has a large constellation of project views so whether you you want to look at them in campon sell cards see projects and the deadlines on a calendar or or a general workload overview those are all available to you and so this is this is great you're able to switch between uh this views so you have more flexibility you have more accessibility and you have more convenience so this is really great and so when you think about a son that's what I want you to think about I want you to think about productivity I want you to think about seamless work well I want think about collaboration within your marketing teams within your sales teams with within uh all the other departments that really play an important role in your sales [Music] funnel let me talk about the lead generation benefits of a okay so when you think about AA of course you have uh multiple features here what we love about son is that you have a better system for selling R the bet you have uh a a very collab collaborative uh system of doing things that places uh emphasis on lead generation emphasis on client relationship management okay so you are able to Define efficient sales processes with as's Work Management platform and you can free your team to focus on engaging customers okay and you you have the ability for example to to speed up time to close so you can break down Salos to actually uh to see what which Salos are really productive and Salos that are stalling sales so you are ensuring you're ensuring that your sales teams uh get the information they need to respond to customer requests to lead requests and questions as quickly as possible you are able to improve collaboration across teams with Salesforce for aana okay by the way boss I want to quickly remind you today's topic we are having a quick cono about the Asana lead generation software so Asana is basically project management software that has strong CRM strong lead generation strong uh sales final capability you are able to scale and stay efficient this is really really great you can actually you can actually keep working like you can really keep the work on track for multiple uh multiple uh departments multiple teams and the cool thing what we love what we love about um what what we love about as really here is that you have to really pay attention to the process management and as gives you the tool to actually do that you can streamline pre-sales request you can unboard new customers you can manage customer accounts okay and again and it has a strong push also when it comes to lead management and you have all the Integrations that's another thing we love a lot it has all the Integrations that are critical for your lead generation your lead scoring your lead qualification your lead nurturing activities okay and you also have uh a lot of things when it comes to you have a lot of templates when it comes to uh your sales activities from lead all the way to customers okay we're we're talking about pre-sales deal support post sales handoff customer implementation lead implementation Pipeline and Lead tracking okay so this is really good on top of that you have a you have a a s that gives you a lot of capability in terms of tracking your workspace so this is kind of cool especially if you have let's say you have a teams that are working remotely you have sales teams that are working remotely you have marketing teams that are working remotely having the ability to have a centralized dashboard is just fantastic [Music] here are the features I really want you to pay attention to boss so so we have asanta core features so asa's core features allows businesses to manage projects of all sizes especially when it comes to uh sales teams and uh and marketing teams and when they have to Define when they have to buttress their strategy around lead generation lead scoring lead qualification as as they're trying to push uh leads down the funnel okay so you have a role assign features you have timelines you have gain charts you have software Integrations you have dependencies and you have budgets let's talk about assignment features for example so one of in our view one of assignment's key strengths is its ability to assign roles and responsibilities to team members so you can assign tasks to team members you can set deadlines you can set deadlines you can create subtasks to break down projects into smaller pieces and so this actually promotes transparency and accountability within your team within your sales team within your marketing team within your R&D team within your customer service team so all teams that revolve around your sales final capabilities will will uh will create some kind of a what we call accountability Loops okay then you have also tamin so as tamine feature allows you to visualize project deadlines and dependencies in a simple easy to understand way you can adjust dates and Milestones as needed ensuring the project stay on schedule and uh so you have gain charts so that allow you to view project timelines and dependencies in a detailed visual way you can easily identify critical paths adjust timelines and make informed decisions about project priorities project that are linked to your uh lead management activities okay you also have a software integration so as really does a great job when it comes to integration it integrates very well with a variety of other software tools making it very easy to incorporate this into your team's existing workflow for example you can integrate s with slack Google Drive and Microsoft teams allowing for the very easy sharing of files and Communications with your marketing team with your sales team for example you also have dependencies so this is kind of cool so as's dependencies allow you to set up relationships between tasks ensuring that certain tasks cannot be completed until others are done so this helps keep project on track and ensures that everyone is working on the right task [Music] what about pricing here so let's talk about AA cost so when you think about AA you have a three basic uh three basic plans which is really great so you have the the basic you have the now you have three uh tiers you have the basic the premium and the business and so the thing here is that its basic plan is free for up to 15 users and the premium Plans cost about 10 to5 to $20 per user per month when build annually otherwise it's about 15 to $25 when build monthly It Business Plan cost about $25 to $35 per month per user per month when build annually and the3 to $45 when build monthly so you really have to see what really works for you by the way boss I want to quickly remind you of today's topic we are having a quick cono about as asna lead generation software we're going granular here to explain to you everything you need to understand before sign signing up for as if you if you so wish okay one thing I want to see here is that as is a basic B plan is a free option that offers standard features for small teams with the basic plan you can create unlimited tasks projects messages and file storage you can collaborate with up to 15 team members and choose from a variety of project views including list calendar and board view you can assign projects and due dates and view project briefs and overviews and as also has a IOS and Android apps for mobile access and integrate with more than 100 free tools including time tracking productivity and communication apps so overall as's basic plan provide a solid set of features that can help small teams stay organize and stay on track what we love about the CER here is that the juice really is at the premium and the business uh business tier I mean right now the the the free plan is kind of cool but if you are serious about a SAA if you're serious about using a SAA for your lead generation efforts for your lead nurturing for your lead qualification for your lead management efforts for your let's say your sales funnel activities in general you want to switch the premium and the business plan this is where as I said before the juice is really at okay and so as as Premium plan Builds on the features of its basic plan offering an even more comprehensive Suite of tools okay they help you manage your team's tasks and projects are we talking about your marketing team your sales team and all that kind of beautiful stuff the business plan is is even better but again it depends on the needs of your team the needs of your company [Music] let's talk about ux let's talk about us our experience so when you think about a the setup and customization is very very very simple very straightforward so getting started with a is a simple process that can be completed quickly we're talking about 30 when we tried it it's about 30 30 minutes okay you don't have to download any apps as as is cloud-based so as follows the same model as all the other players in the industry mon.com Trello pick up and and what have you so they they are they have the SAS business model software as a service okay it's cloud-based so you Crea creating an account and inviting team members to join your workspace is all it takes to begin using as so as's very intuitive interface offers customizable settings and easy navigation that's what we love a lot and by doing that it provides users with a host of project views such as think about it you have list you have board you have calendar you have timeline views fantastic and what we love on top of that is that it's UI so user uh user interface and customizable settings make it very easy for new users to get started with a little training so nothing is really really uh complicated with AA here okay and switching to AA from another uh project management uh software or another CRM software is also straightforward ASA import tool allows you to transfer projects from other software such as sto or base camp or clickup in addition to that as can integrate very well with other tools you probably use every day such as slack and Google Drive so when you really think about the the setup and and customization it's really fantastic from the automation automation point of view so you can automate processes into your existing workflow that you know because the bottom line here is you are trying to ease the burden of using the new system for your marketing team for your sales team and uh and other teams that are interested so in terms of as ease of use well as as with most project management tools learning to use the SAA may require some effort its many features and customizable settings may be overwhelming for new users at first however as's intuitive interface and supportive documentation make it easier to learn and adapt over time so if you want a jum start you need to actually check out the as Academy which is a self-based course okay this will be very helpful to you in terms of security as is really great okay it really uh complies with a lot of uh protocols not a problem including gdpr by the way CCPA fura GBA and the four different is ISO codes of of practice customer support is a really you're not going to get a you're not going to get somebody on the phone real quick okay and uh it's very complicated So you you're going to have to go through a live chat through emails and uh so you're going to have to create like but as I want you to first check out their their resources because they have all the answers there and so overall yeah as is just fantastic and one thing we love also in terms of additional features for your CRM for your late management uh activities through through is that you have a customizable templates you have mil Milestone tracking you have expense tracking you have cand board you have billing and invoicing you have guest client [Music] access let's talk about the rivals here so when you think about a SAA and you think about uh their uh their lead management efforts their lead management capabilities you have to think think about monday.com you have to think about Jara or jar you have to think about bcam for example those are I mean there there are many mors but we wanted to really uh to zero in on those three so money.com so for larger teams that need to keep track of let's say lots of projects at once money.com is a great alternative to a center one of the main benefits of money.com is that it it offers an unlimited number of Integrations with other software this can be helpful if your sales team for example your marketing team for example uses a a lot of different software programs to get work done okay and one thing I want to say here is that you know when you think about when you think about the as integration it can be very expensive but when it comes to uh the sheer number of of Integrations ASA not money.com money.com is better what about Jara now jar is much like compared to Jara ASA is much easier to use especially for Lay people in the corporate world it's it and software teams that typically rely on a product such as Jara to to actually manage tasks you are more likely to see marketing teams use the Sona simply because its user interface makes it super simple to drag and drop project and see statuses at a glance what about Bas camp now Bas Camp is ideal for small businesses and teams that need a simple way to keep track of projects it's very easy to use and offers a variety of features such as lists files and calendar views and the ca has a multiple views too but has more of them such as timeline calendar board list and workload ASA also comes with uh more than uh 50 templates whereas Base Camp only has custom templates so you can see that the share number is really in favor of as so overall you have to think about all those choices money.com J but Basin those are really worthy worthy uh worthy I would say options all of these stroes are also serviceable for providing guest access and client views but in our view Jara only offers that with paid plans the C Integrations are particularly expensive but uh the thing is that you have to think about what really works for you what does your team really need okay it's all about custo customizing what's important for your [Music] team so here is our verdict so who is the center best for so if you're listening to me right now and you're just like okay you know let me just kind of uh get my head get my head around around this what should I use uh as for well very simple asa's free plan is ideal for businesses with fewer than 15 users working on collaborative projects so if your sales team is right now involved in collaborative Pro projects if your marketing team is involved in collaborative projects if your sales funnel capabilities revolve around collab collaborative project and you have le you have fewer than uh 15 members then you might want to consider a Sona the free plan offers many helpful features that can help make project management from a lead management perspective more efficient this includes this include like unlimited projects tasks activity lug storage and and and uh comments plus you get basic workflows three project views basic reporting and community support for teams with more than 15 members as son as a Premium plan offers additional features that can be worth the investment for tracking large projects so this features include everything for everything in its free plan plus timeline views automated workflows and reporting asna also offers a 30-day free trial for its paid plan so this is really fantastic okay now it business plan gives you everything in premium and is best for larger teams with more complex project management needs okay its features include Advanced reporting portfolios goals Advanced workflows and Resource Management so overall in our view as is an excellent choice for businesses looking to manage multifaceted projects and introduce uh agile project management into their workflow however if you are a solopreneur or or you let's say you have a small team you it's just better to have an asent alternative like trailer for example or uh clickup to do the job for you okay so overall ASA is a is really powerful when it comes to project management with CRM and Lead management capabilities but Hey listen if you have a small team go with go with another player here okay so it's it's all about the number of users it's all about whether or not you you you want to look for like if you want to scale in the future if you want to scale then this is really great but if you don't want to scale then uh I mean every Everybody Wants to scale every company wants to scale but it's all about the number of users and how quickly you want to scale and the cool thing here is that the collabor the collaborative capabilities of uh ASA are really great especially when you want to start thinking like if you have a teams that are working remotely it's really cool to have these sort of tools because you're able to uh boost productivity real fast [Music] thank you so much for your attention I really appreciate into this conversation I was just talking to you about ASA and we're talking about ASA lead generation software and I give you the overview the lead gen benefits the features the pricing the ux and the rivals and to to close it all we have the verdict thank you God bless you I'll speak to you another time but until then remember stay marvelous [Applause] [Music] he