NICK PERSICO: Hey there.
My name is Nick and I'm the director of sales
here at Close.
Here I am at our most recent team retreat.
Today, I'll be giving you a crash course on Close.
In this demo, you'll get a guided tour
of our most important features and see
how Close will help your team increase sales productivity.
Close is dedicated to the startups and small businesses
of the future.
Smart, agile, and teams who work remotely.
There are three key ways Close will help you increase revenue.
First, Close helps you increase your selling efficiency.
Your reps will prioritize quality leads with ease,
improve their reach rate, and automate repetitive tasks.
The second way Close helps you increase revenue,
is by slimming down your tech stack.
In addition, to a modern CRM, Close
has built in two-way email sync, calling, SMS,
and sales automation tools ready to go right out of the box.
And last, Close is incredibly easy to use.
You'll see value in your first week
with fast onboarding and high adoption rates.
You'll see ROI on Close in a matter of days or weeks, not
months and years.
So let's jump right in.
We'll start at the inbox view.
When you open Close, the first thing you'll see
is the inbox view.
The Close inbox contains all of your high priority tasks
and reminders.
Your emails, missed calls, voicemails, text messages,
and tasks, all show up here, so you don't miss anything.
Each day, your goal should be to zero out your inbox,
and you can respond to the majority of these items
without actually leaving the inbox view.
Before we go into the CRM, let's talk about importing your data.
If you're considering Close and have an existing CRM.
We offer a customized free migration
service to all new customers.
To get started with your free migration.
Just reach out to our sales team.
Importing data on your own into Close is easy.
When adding new leads or contacts,
you have a variety of options.
When you want to create a single leader contact,
just click the plus icon.
Here I'll add a company name, contact name,
and create the lead.
Once you add a new email address,
any past emails and meetings will be automatically added
to Close.
You can import or update existing leads and contacts
into Close, using our built in spreadsheet importer.
Just upload your spreadsheet, map the columns
to fields in Close, and then, configure the import
to [? D dup ?] the data.
You can also use our modern API, best in class Zapier
integration, or dozens of no code integrations
to automate lead and contact creation from web
forms and other lead sources.
Now that you've got your data into Close, let's go to the CRM
and show you the lead view.
In Close, a lead is a container of all the information
and activity your team has had with a business, organization,
or group of people.
If you sell direct to consumers, a lead
can also be a person's name.
On the left, is all of the information about a lead.
Tasks, opportunities, contacts, and any associated custom
fields.
You can store custom fields on leads, contacts,
or opportunities.
On the right, is the activity feed.
The activity fee contains all of the interactions you
and your team have had with this lead over time,
from email threads, meetings notes, calls,
and text messages.
It's all the contacts you need in one place.
In Close, we prioritize speed over most things.
When it's time to communicate with a contact,
just click on the email, text, or call buttons to get to work.
When you click email, you'll see Close's email client drop down
into the activity feed.
Everything you need is there.
Email templates, automated, follow up reminders,
scheduling, and you can even enroll a contact
into a sequence, if they don't respond.
Emails are sent through your existing email provider,
even without leaving your CRM.
Worldwide outbound and inbound calling and text messaging
are natively built into Close.
To make a call, just click on the call icon,
and the call bar will drop down into the lead view.
As the call happens, you can take notes and review
information without leaving the lead view.
Based on your Close subscription plan,
you can record calls, invite other teammates
onto live calls, and you can even
drop a pre-recorded voicemail message to prospects.
Everything I've shown you up to this point
involves reaching out to a single leader contact.
Now, I'm going to show you how you can create, list,
and automate your outreach with Close's bulk email
and calling tools.
In Close, automated outreach starts with search.
Using our powerful search and filtering tools,
You can create dynamic lists of leads and contacts
that get updated in real time.
We call these lists, smart views.
Let me show you how it works.
Let's say, I want to spin up a campaign where I just
want to target folks in the marketing department.
I have contacts in a variety of departments and industries.
I need to isolate the contacts that
have the word, marketing, in their title.
To do that, I click Add Filter, and all
of my search and filtering options pop out to the right.
I select Contacts, and only want to include
folks that have the word, marketing, in their title.
In addition, I only want to target
the folks that belong to leads that we've already
engaged with.
That means I filter to only include
leads that have the lead status qualified or engaged.
Boom, now I have a list of 50 contacts to pursue.
By saving this search filter as a Smart View,
I can always access this list, and it will always
be updated as information changes all my leads
and contacts over time.
Now it's time to automate some outreach.
In Close, I have three options.
The first is bulk email.
I can send all of these folks a one-off email using a template.
This is ideal for one-off campaigns
or simple announcements.
The second is sequences.
I can enroll these folks in a sequence, which
will send a series of emails or initiate call tasks over time,
according to your specifications and schedule.
Close will automatically pause the sequence
when they've responded to an email or answered my call.
I can call them using Close's built-in power
or predictive dialer.
With just one click, Close will start calling down
the list of leads or contacts as they appear in the Smart View.
There are two different dialing modes, power
and predictive dialers.
Both modes are built for speed, context, and record keeping.
As the dialers take you from contact
to contact, on your behalf, Close will automatically
pause the dialer when you are wrapping up notes, setting
tasks or sending an email.
Then once you're ready, the dialer
will automatically resume.
And finally, what's a good CRM without reporting?
Close includes some powerful reporting tools
without needing a computer science
degree to interact with them.
The opportunity pipeline view is one
of the simplest, yet most actionable,
reporting tools that a sales team can use.
From the individual sales person, to the CEO,
the opportunity pipeline view will show you how many
and where deals are in the sales process.
Now, this isn't just a static report.
The report updates in real time as you
filter, sort, or drag and drop opportunities between stages.
The opportunity pipeline view acts
as both a report and a place to take action
on the deals you are pushing towards the finish line.
To get a bird's eye view of how your sales funnel
is performing over time, Close's opportunity funnel report
makes it easy to visualize how opportunities
flow through your sales pipeline,
and will automatically calculate important KPIs
such as conversion rate, time and stage, deal size, and sales
velocity.
The opportunity funnel report also
allows you to compare these important KPIs by user, group,
and previous time periods.
For a deeper dive into and your team's performance,
our activity overview and comparison reporting
helps you view and compare dozens of metrics and KPIs
over time.
You could see what's lagging and act fast
to prevent missed quotas or goals.
The overview acts as a high-level dashboard
that includes leaderboards, while the comparison
report breaks out performance on a per user basis.
And like all reporting in Close, all of these reports
update in real time, so there are no refreshes or reloads
necessary.
At Close, we believe your sales and marketing stack
should work together in unison.
In addition to our best in class native G Suite, Segment,
Office 365, Zoom and Zapier integrations,
we've partnered with nearly 100 companies
across the startup and small business software ecosystem
to support integrations that enable you to leverage
the latest technology in your sales and marketing stack
without wasting your time and budget.
Now that you see what Close can do, it's time to get started.
Start a 14-day free trial, and let's work together
to help you close more deals faster than ever before.
If you prefer to speak to a member of our team first,
or need to migrate from an existing CRM,
use the information below to get in touch with us.
On behalf of the entire Close team, thank you for watching,
and we hope to hear from you soon.
Happy selling.
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