A Bad Cold Sales Call

a-bad-cold-sales-call-telemarketers-on-phone

After plopping down in my only unpacked chair, exhausted from a long day of packing and stacking boxes, the phone rings …

“Hello?”

“Hi Mike?” A girl squeaks with a very friendly, yet meek and apologetic voice. “I … I’m so sorry to be bothering you on … on Friday night, I know it’s late and I … I really apologize, but I had to call. I … I hope that’s OK?”

Have you ever spoken with someone so friendly they start to piss you off? “Sir, please, thank you, sir, so kind of you, I really appreciate your time, sir, thank you, sir, my pleasure, absolutely, perfect, fantastic, sir.

This girl was that girl. [Read more…]

How to Customize Insightly CRM for Prospecting

In this video I’m going to show you how you can customize Insightly CRM to make it really easy to prospect.

Insightly is one of the easiest CRM’s to use on the market and the best thing about it is really easy to set-up and import contacts.

As far as importing contacts into Insightly CRM goes, it’s dead simple. Just set up the CSV file column names to match the fields in Insightly and importing is 2-clicks and done.

The best part about importing into Insightly CRM is even though you can create different .csv files for Contacts and Organizations, you don’t have to. You can just import Contacts and it will make the Organizations auto-magically. Think that’s not a big deal? Think again! It becomes a huge pain in the ass when you have to do each separately and then associate them afterwords. [Read more…]

How to Prospect Using Insightly CRM

In this video I’m going to show you how you can prospect using Insightly CRM.

If you have read the article, you know I’m pretty jazzed about Insightly. It’s a really decent CRM. Sure, I might think I’d like things to be different and sexier, but in all honesty, it’s easy to use and it provides the ability to add a lot of business process semi-automation (read sophistication) into your business.

Any salesperson who isn’t using a CRM deserves to be broke. It’s just too easy to organize your work and sales using a CRM, and Insightly, all things considered, is probably the easiest I’ve used.

While this video and the main “How to set up a sales system and sell using Insightly CRM” article explain everything in detail, just remember two things: [Read more…]