Hey welcome back to the Six Figure Mastermind, Marianne DeNovellis here. For
today, asking you the question, what is the best CRM software? Now, I could give it
away, but I'm not going to. You're going to have to watch this video and find out.
But, we are going to walk you through it step by step, so stay tuned.
Okay, so let's talk customer relationship management software. We just refer to as
CRM software. You know, there's a lot of them out there. There's many and
there's big debate on which is the best. I'm going to go for Infusionsoft. This is my
go-to. It's what I use every single day with my clients, my client management
system. So let me just walk you through why it's best, and how to use it. So go
into your screen, if you go into your screen, in fact, pull up another browser,
right up next to this window we can go through it together. And you'll want to
set up an account it is a paid software but guys it is so worth it. So enroll or
whatever level that you need. You know, until you get to you know hundreds or
even up in the thousands of clients. You may not need a CRM software. But if
you're one of those entrepreneurs that's already up there and your client numbers
or your list length. You're going to need the CRM software. So, pull up another page
open up Infusionsoft. I'm just going to give you a quick tutorial on why it's the
best and how to use it. And bonus, I'm going to show you my personal leverage
system for the very end and how I leverage that this system to grow my
business. Okay, so pull up another window, go to infusionsoft.com. Okay, when you
open up infusionsoft.com. This is what you're going to see. You can do a demo,
you can, you know, just go ahead and buy a product or a package whatever you want
to do. But it is synced to everything. You'll be able to send emails with this
puppy, you'll be able to track things, you'll be able to sync, do all of your
systems basically in one place, alright. Yeah just like that, all your contacts in
one place look at that mmm they're so good okay maximize engagement minimize
workload. All the advertising stuff, yeah, you'll be able to do all of this. But I
just want to walk through with you, how I manage my leads through this customer
management software. Very cool. So, I've got another one opened up right
over here. And when you open up, when you first log into your CRM software when
you log into Infusionsoft, you're just going to see a link that takes you to
your client base. So I've already clicked that link over here and I'm going to take
you to my dashboard. This is how my dashboard works. I've got multiple
multiple tags, for how to find people in my lead system. You know, to track the hot
leads ,to track the not. How it leads, everything's in there so I've got you
know my new opportunities are right here.
These are my first picks the first people I talk to every day. And
eventually, I'm going to be pushing those people, down my list. That's my goal is to
gradually push them lower and lower and lower on my list until, they get to this
clothes sold or closed lost, okay? So, typically, you know, you're going to have a
bunch of new opportunities that's who you're going to go click on first.
Then, you know, I've contacted them one time, contacted him twice, contacting them
a third time. Now, I'm following up, now I'm working on path the payment. Then
we're into clothes sold or closed lost. You know, in before I got this fancy
system, I was basically in four categories. I was hot, cold, closed and
sold on my little Excel spreadsheet. This is much more user friendly and I'll
explain why. All right, so, I'm going to walk you through. Basically, what I do with a
client and again I can use this to send emails, I can use this to you know create
campaigns, but my favorite way is when I'm just you know, having phone calls
with clients and I'm talking to people. I have about 15 to 20 leads that come in
every day. And I need to be able to track them. I need to remember our
conversations and what was said and who did what and whose daughter just had a
baby and who just had a flood in their basement. I want to know all of that,
because, guess what guys, I cheat. I totally go in and when I'm on the phone
with someone, I have their notes out of like, oh my gosh, yeah, how is your
daughter? or and has that flood been cleaned up yet? Yeah, I totally have notes
in front of me guys. I can't remember all that and unless you're a superstar
memory person. You're going to need this too. Okay, so let's go into new opportunities
here. I've got a new opportunity that I just created.
And I'm first going to show you how to do that. So, let's say that you have the
opportunity title. This is how I organize my people. Opportunity title means, this
is what I need to do with the person. So, this one, I'm going to create as an
example. But, I could say I met this person at the February 7th meeting that
I had. This is going to help me remember where we met this person, okay? I'm the
owner, I've got a new opportunity, now, who is the prospect? so, I've got John Doe. Now,
if this person is already in your Infusionsoft, it's going to search for
them and find them. Now, John Doe is already in here under many different
names. So, I would find a John Doe and you know, my John Doe and
click on him. But if I had a specific person, it would show just that person in
there. So, we've got lots of examples for John Doe. I'm going pick just one of them.
And then, I'm going to write some notes. What made this person unique? Did I
get an email from this person? Did they ask me some specific questions? Did I
get a text from this person. I usually at the text or email is short enough, a copy
and paste all of that right into the opportunity notes so I can remember
exactly what it is that they want when they came to me. So, if they said an email
and they wanted information on the real estate course. Maybe they wanted
information about how to work with me one on one. I would type all that in, if
they included any details on what they're working on specifically, if they
included in any details on you programs that they're interested in or specific
ideas that they had. I would put that all of that in my opportunity notes because
I'm going keep track of that information that's important to me. So, I'm going put
that in my opportunity notes. Next action steps if there's any. You know and the
bright in the beginning you probably won't have a lot of those, but you will
later on. So I'm going to save that, and then it's got a new opportunity for me, okay?
So, check this out. I've got my new opportunity, I've got
action steps here, I've got notes here. Now, John Doe, maybe I said, okay, he
emailed me, I haven't responded to him yet, now I'm going to. So, I've got first
contact here, okay? That means, I've reached out to him, in my
book. So, I'm going to use my code which is texted on June 22nd. That's that tells me
that I texted this person. "T" for me means texted. You can do whatever system
that you want. And then I'm going to save that and save that. Okay, let's say that, I
texted him, I reached out to him, he didn't get back to me,
so I need to reach out to him again. How do I know I need to do that? Well, every
day, I'm going over to my dashboard and I'm looking at my new opportunities,
right? I always start there. My second step, is to actually start from the
bottom. I'm I don't need to worry about the clothes sold and clothes lost. Those
are already taken care of. But, I'm going to start from right down here. Because
remember, I'm trying to push everyone from the top all the way to the bottom.
So, I'm going to start on working on path to payment. Now, you may have different
category that's totally fine, this is just what I
use. I'm in a touch base with all of those working on path to payment. If they
you know, have a date that's coming up, I have some people working on path the
payment that's a follow up in six weeks. So, I have that in my notes and if I'm
checking that every day I'm not going to miss that. I also put that on my Google
calendar. So, on my Google Calendar, I've got follow up with Jane Smith on
September 17th. I've got that there and I've got two here double backup guys.
Need to have double backup all the time. So, I'm starting with path to payment,
working all those leads, if they need to be moved. I'm going move them, then I go
to following up. I just click on my dashboard right here, go to following up,
okay? Work all those leads, move them if I need to, then I go up to third contact
work all those leads, move them if I need to ,and I go back and they go to
my dashboard, I look up the second contact. Again, work on those leads, move
them down if I need to, go to first contact, work all those leads, moving down
if I need to. Now, you'll notice that I just moved John Doe from new opportunity
to first contact. So, when I go to first contact, all right so I've got John Doe
in my new opportunity. Now Infusionsoft is very very cool because it will always
put the oldest leads on top so you can make sure that you're touching base with
everyone that's been in your system for the longest. So, I've got John Doe in here
he's my demo opportunity. I'm going to open this up, right here, just by clicking that.
And it's going to bring me to this page. Now, I've got two versions of John Doe in
here, so again, let's say I called him, I did my first contact with him, I called
him on, oh excuse me, I texted him on at 6:22, he didn't get back to me he's going to
go to first opportunity. So tomorrow, when I go and look at my first opportunities,
my first contacts, this is what I'm going to see. And then I'm going to click on first
contacts, I'm going to open it up and it's going to show me right here. I have a little
move by date, so I know I'm keeping in touch with my friend John. Let's say I
texted him on the 22nd, he didn't text me back, it's the next day, I'm going to, I'm
actually going to call him, because my text said maybe,, great I'd love to chat with
you, I'm going to call you between 12:00 and noon tomorrow. So, let's say it's tomorrow,
I'm going to call him. I'm going to put that "C" for call on 6:23. And I'm going to move this
down to second contact. Save that, it's going to save
my notes as well. So, now I know oh, I called him on 6:23. Let's say that I
called him right? And if I don't, you know, close the sale right then. I'm going to need
to still keep track of it. Let's say I called him, he missed the call but, he
sent me a message back and said, "hey I'm in the middle of something can you call
me back tomorrow?" So, I say sure I'd be happy to. I'll call
you back between noon and 3:00 tomorrow. So I'll say, hey call and now tonight
tomorrow's coming. I'm going back through I'm starting at the bottom working my
way up. I'm back with John Doe. Okay, it's time to call John again. It's time in my
calendar. I'm going to call him 6:24 and move this down to third contact, right? Save
that, and now, we're having a real conversation. So, while I'm on the phone
with John, I'm talking about, "hey yeah, it looks like you contacted us about
this program, let me just share with you the details." So, I'll make a note of that.
Share details of real estate program.
Okay? And then, I'll write some notes. Oh okay, John told me that he is a
veteran. He's married with six kids, any other special details about him that I
want to keep track of. And let's say that he loves the program, but he needs to
talk to his wife first. Needs to talk to Sara, maybe that's her name.
Cool, so I'm going to make a note of that and then I set up another follow-up
appointment with John. And I'm going to say, cool, when you have a chance to talk with
your wife and then give them a call back the next day. So, now it's the next day
again, third contact, I'm moving in up to following up. Remember? I'm just pushing
people down that list until they go into one of those clothes sold or clothes
lost categories. Okay? So I've got following up. I've got that saved.
I call John, he says, "yeah I talked to my wife, sounds great, we really want to move
forward with this." "Here's my credit card number, and I've closed the contract now."
I only move it, if it's close sold, if I'd collected money. If I've collected a
credit card number , f I've collected cash or if collected cheque.
That is going to go to clothes sold. If it's a sold, clothes loss, if it's a not
right now. He follows up with his wife. either if he doesn't get back to me or
he says, you know I'm getting back to you, it's not a good fit, I'd put it in lost.
Clothes sold, it'll give me an option to pick the program that he went into.
Clothes loss, will do the same thing. It'll tell me. I can say why. It's not
financially viable and not interested in a contacted dates, didn't work, whatever
it is. And if it's moved into those categories, let's say we just clothes
sold. This is just a demo, so it really doesn't matter. What we put in there and
I'll save it. Now I still have his information, all saved in my dashboard so
if I were to go back into my dashboard, and say, oh my gosh I know John loved
this program, he had a great time at the event. There's a new product coming out. I
want him to know about. I can go in here in my information and say, oh my gosh I
need to talk to all of my clothes sold people. Let them know about the product. I
also need to go back into all of my clothes lost people and let them know,
hey, I know that program wasn't a good fit for you and maybe it is now I'm not
sure but I did want you to know about this up and coming event that's coming
up. This will keep track of all of their information for you so it's all in one
place. Guys, this Infusionsoft software is just top the line. They are on it, they're
upgrading all the time. They're constantly making new adjustments and
they're constantly getting feedback from you and from me. This is the top of the
line CRM software. I highly recommend it. There's way more features to explore in
Infusionsoft. So, open it up, open up those features, get to know them, get familiar
with them. No amount of training will be as good as your hands on education. So,
stay tuned to Six Figure Mastermind. Will be posting way more videos. Hit the
subscribe button. I'll see you tomorrow.