Sales automation tools for Supervision

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it's easy to feel a bit overwhelmed by all the different sales and marketing automation tools that are out there which ones do you need and which ones are the best fit for you hey everyone i'm ian campbell i'm ceo of mission suite before we jump into today's video do me a favor hit the subscribe button and ring the bell so you're notified every time that we post new videos so there are an unbelievable number of sales marketing automation tools that are out there and if you look at the number of crms alone that number is staggering and finding the right tool for you can be one of the biggest challenges in actually putting a tool in place fortunately this is my world i spend all day every day getting to know different platforms that are out there and how they work not just because i may end up competing with them as i talk to prospective clients but also because i want to make sure that i'm always making the best recommendations for those clients if mission suite isn't the best option for someone then i want to be able to give them a couple ideas on what platforms to review as well and the only way that i'll be able to do that is if i actually know the other systems that are out there what's more i use some of these systems in my own business as well so this is a topic that is definitely near and dear to my heart so let's jump into some of my favorite tools and if you want to learn any more about any of these platforms then you'll find the links to all of them in the description of this video i'm sure it comes as no surprise to you that mission suite tops my list of crm options the functionality and versatility of the platform allows you to go pretty deep into developing a full sales automation system and it can help you automate everything from prospecting to networking to managing deals to closing deals but in addition to your standard sales crm tools mission suite can also help you automate things like emails events drip campaigns marketing and content promotional journeys it can even let you know when someone shows enough interest in your content to actually be considered a lead now i don't want to get too self-serving in this video but if you're looking into automation for your business on either the sales or marketing side mission suite might well be worth looking into meet alfred is a tool that i was introduced to relatively recently and i love it a friend of mine told me that i should check it out for their linkedin automation features but as it turns out it does a whole lot more than that let's start with the linkedin automation though because that is kind of the main focus meet alfred lets you drop a search into their platform and then automatically send a connection request and an immediate follow-up message once they accept that request now pro tip do not use that immediate follow-up to try to sell to them just thank them for connecting and let them know you're looking forward to seeing their contributions to the network i know that you may be wondering what the point is if you're trying to use linkedin to grow your business and well that's where their campaign option actually comes into play you can actually create a campaign to warm up that contact by visiting their profile endorsing their skills liking their posts and then after you feel an appropriate amount of time has gone by you can drop them a message asking them if they'd be interested in meeting if they respond it stops the campaign if they don't it keeps it moving for as long as you'd like it to and the best part about it is that it works with a free version of linkedin so you don't need to spend the extra money on sales navigator you can also connect meet alfred to your email and twitter accounts so that you can add in those touch points too it's really a remarkable tool and is actually less expensive than a lot of the other ones that are out there although it is a self-managed platform so you need to be sure to have some sort of plan going into it all in all though meet alfred is well worth the investment in both time and in money now i've probably talked about lead fuse here on my channel in the past and it's another great tool that i use exclusively to find leads to add into my sales campaigns basically they're a data provider and they do this really well i hear a lot of people talking about using linkedin to find leads but there are a number of problems with that method and number of reasons why i recommend leadfuse over that for example linkedin relies on their users to keep everything updated so if sarah leaves abc court but never updates your profile linkedin will still show her as an employee there which skews all sorts of information from employee count department count target contact maybe even more lead fuse on the other hand has relationships with a host of data sources so i found that their information is significantly and consistently more up to date plus with tools like lead fuse you can specify that you only want to see leads with a business address instead of the gmail address that the ceo that you're trying to connect with never actually looks at lead fuse is easy to use connects with a host of different sales tools and you can set it up to automatically pull leads and drop them into your campaigns so all you have to do is manage the follow-ups so what's your single favorite automation tool do you have one are you using one that everyone else should just absolutely try let us know your thoughts down here in the comments and while you're there be sure to give this video a like so that we know that you're getting something out of it next up we have woodpecker it's not often that i recommend cold email campaigns given the fact that spam laws all over the world are getting more intense and so are the penalties with them but there are ways that you can execute on cold email campaigns as long as you're going through your own email account and not broadcasting through a third party email system woodpecker actually connects directly with your gmail or office 365 account and sends emails out from that account individually over the course of the day so that you're not running a follow of all those spam laws of course you want to be sure that you're providing value and not just using this as a workaround to spam your email list but if you're using it right it can be a great sales tool imagine being able to automatically import a list of 100 new contacts a day and then have those contacts get an introductory email from you that's the power of systems like woodpecker of course unless your email is really impressive you're still likely to make a phone need to make a phone call at some point but there's a lot that you can do with this type of system i've seen it used to promote webinars to invite people to events or just to reach out and let them know that they should be expecting a phone call if you're going to use a system like this though i would recommend setting up a secondary email address that you'll be able to use to send those emails otherwise you'll end up inundated with email responses that you don't necessarily want in your primary inbox everwebinar is a really impressive system that i started using about four years ago it's a tool that will allow you to actually record a webinar then automate that playback in such a way that makes it feel like it's actually a live webinar with every webinar you create and record the webinar first and then load it up this can be pretty cool because it lets you test out different webinars to find one that actually converts really well before committing to putting ad dollars behind it once you load up the webinar you can define all of your broadcast parameters like time of day day of the week even days that aren't available because does anyone actually ever giving a webinar on christmas day from there you can drop in polls you can drop in a question box that sends questions people ask over to you via email and if you're trying to make sales directly on the webinar it'll actually manage those webinar sales as well it's a pretty cool tool because it has the potential to be a truly automated selling system and of course once you have people on the webinar you can do a lot with them from there finally let's talk about zapier now if you've watched my videos in the past you've probably heard me talk about zapier quite a bit and there's good reason for it now there are a lot of game-changing technologies out there or at least technology companies that say that they're changing the game really most of them are kind of honing it at best zapier in my opinion actually did change the game by making it possible to integrate all of these different platforms so the data can move back and forth between them automation is now possible on an entirely different level think about it this way you could have a killer webinar that makes a ton of sales but if you couldn't get those contacts into your mission suite account to follow up with them and upsell them you would have to manually pull that information out every day and then manually upload it into mission suite sure might not take a ton of time but it's a pretty annoying task with zapier on the other hand those two tools can actually talk to one another without the need for expensive software development and you don't even have to think about it whatever you're using for sales automation marketing automation etc make sure that it's connecting to zapier so that you can truly automate all of the work that you're doing listen i hope you got something out of this video if you did go ahead give it a thumbs up maybe give it a share so that other people can see it too that always helps us with the youtube algorithm and also don't forget to subscribe to our channel and ring the bell so that you're notified anytime that we post new videos and while you're at it check out the videos on the screen and we'll see you next time around cheers