Unknown: But the key decision matrix for choosing your CRM
software, the actual things that you should be thinking about,
and it's just a matter of literally putting these down on
a spreadsheet, and then writing each solution you're considering
would be integrations. And that is one of their applications is
talk to if it's an all in one, okay, well, you know, maybe the
email marketing is crap. So does it talk to email marketing
software? does it connect to a tool like Zapier, but you can
actually connect your different tools to each other? Using using
a simple solution? What else does it integrate with? Does it
actually talk to your billing software? Are you using
zero.com? And is it going to automatically send your invoices
over to zero.com integrations is the first one that I always look
at. And we want to choose something that we can build an
ecosystem of different apps together for anything that their
CRM system doesn't do itself. Stop is price and value. This
one's pretty straightforward. Some solutions are really aimed
at enterprise, if you are a small business, and you have
less than I'd say, 100 employees, stay the EFF away
from salesforce.com. It's hundreds of 1000s of dollars to
implement and maintain. And every business that I've seen
implemented, just does not need it. And I mean, I'm talking
about small and medium sized businesses here, larger
organizations, when you're in scale mode, very different
story. But choose something that's right for your business,
not just for where you are now, but certainly for where you want
to go. But that doesn't mean if you're a five person team to do
$100,000 Salesforce rollout, just don't do it. Next up is
expandability. And that's really about as your business grows, is
this system and solution going to grow with you? Where are you
going to look like in terms of the business in three years or
five years, because the absolute worst thing for you to do is
pull a system out and have to replace it with something else.
And part of this, for me is really about backing the right
horse, when I evaluate a tool or a technology system, I don't
just want to look at the features of the tool, I really
want to also look at who's behind the company, where are
they based? How much venture capital do they have? How are
they sitting in the market compared to other people? Are
they going to be successful in three to five years? Do I know
the executive team? Or do I have context to them, who I can
choose whether or not I think this is a good solution. Now for
me personally, I not only have to make choices for it genius,
but for the 1000s of customers who run small businesses that we
serve. And so when we look at recommending a solution, we put
hours and hours and hours of research into making sure that
we make a really, really great choice, because we have to train
up our team. And so we know our way around pretty much every CRM
system that is out there. And hence we're able to consult to
businesses on making the right choice.
So next up is accessing usability, it should go without
saying that, you know having a good mobile app and being able
to if you are someone who happens to work on the road, but
having good usability, there's nothing worse than an IT system
that is hard to use. Because my God, your team will not use it
if it's a pain in the butt to use. And so making sure that you
are, you know, aware of what the day to day use is going to be
like, is a real big one. And that's why we do a test drive of
copper CRM. So our customers can actually test it and implement
it and play with it and use it themselves. And we build out
demo workflows, so that you get an idea of exactly what it's
going to be like before you pull the trigger and move ahead with
it. And next up is the implementation and maintenance.
And so is that I mean, hopefully no one's rolling out CRM systems
that get installed on servers anymore, although I have heard
of it from time to time. But you know, what is going to be the
path to implementation. And I would recommend, of course,
working with some kind of consultant or partner, if it
makes sense, rather than you just doing it all yourself.
So there's three kind of like tiers of CRM systems. And this
will give you a bit of an idea of where they are in the market.
And what the kind of different you know, the levels are of your
of your different CRM systems to give you a bit of an idea of
things like costing, and level of sophistication with your
different CRM solutions. And so we call these the three tiers.
So the first tier is our basic tier, our solutions that are you
know, really just focus on, you know, deal management, most
basic workflow management don't have accounting systems built
in, they don't have sophisticated email, you know,
tools built in, they may just have basic reporting, our pipe
drive is getting much better these days, it's probably more
in the intermediate zone. Certainly, St. podio. and a
number of others are really just about delivering the basics. I
put Google Sheets in here on the slide as well, because some
people just use a spreadsheet for their CRM system. That's,
that's kind of included in there as well, that we have our
intermediate here are solutions that don't just do one function,
they'll do multiple functions. So they might do workflow or
pipeline management, plus email marketing, or they might do in
the case of Zoho. You have things like email marketing, and
you have you know, there's other productivity services in there.
You have the ability to build apps on the Zoho platform for
workflow management. Something like Infusionsoft will do lots
of emails. But it will also do checkouts and online sales as
well. Active Campaign does pipeline management. And it also
does emails as well. HubSpot does landing pages, it does
check outs, that does plenty more as well. Now for these,
they start to get a little bit more sophisticated in pricing,
I'd probably put HubSpot at the top in terms of pricing in this
group intermediate, because it's a little bit more expensive than
other solutions. Zoho is a road that I don't often recommend
customers going down because the customization is great, but a
little bit like salesforce.com, you end up paying consultants to
actually build things out. And then you're very deeply locked
into the system. Although if you're someone who wants a lot
of customization, that might be a way for you to go fusion soft,
I really love. But the usability is not fantastic. And the deal
management absolutely sucks, I can say that as after being a
customer for many years, our automations great and most of
the system in terms of, you know, sending sophisticated
email campaigns out is excellent. But don't try and use
it. If you've got a sales team, I would not recommend it at all.
A final area, we have enterprise. And this is really
for businesses that are in scale mode, you've got the resources
and the budget to really implement something
sophisticated, that's going to stay with the business 10 years
or more. Now, solutions like Oracle, Salesforce, I would put
NetSuite in here as well, that is basically going to include
your accounting ledger. So you don't need a third party
solution for your accounting, all of your your p&l will
literally be inside the CRM system, because all your orders
and everything else will be in there. This is I mean,
technically, these are all in one systems because they run the
whole business, but they're not industry specific. And so they
require a high level of customization and a high level
of input. Honestly, for any business less than 50 employees,
I'd stay the hell away from them. Because it just gets way
too expensive way too quickly. They just get yet bigger than
bigger than Ben Hur. So I've had some questions that have come
through which I wanted to cover. How do I write ontraport? I
think ontraport is kind of on par with Infusionsoft not great
on the deal management side of things. But in terms of overall
overall emails, it's pretty good. Overall, you know,
automated campaigns, it's pretty good as well, price wise, it's
priced effectively for small businesses. And they've now
brought out a visual campaign builder and some other great
tools, which make it a pretty great tool. We have a lot of
customers who have ontraport, which we build dashboards for in
Google Data Studio. And so we can actually pull data out of
ontraport and publish that inside Google Data Studio to get
insights from your data. Someone has also asked about fresh sales
and the fresh sweet. Yeah, there's an interesting trend
that I've seen with a few, you know, Business Solutions
starting to branch out into other areas. One of those is
teamwork calm, which was a task management tool like a sauna.
But, I mean, personally, I always found it just that little
bit more cumbersome.
You know, as a signer requires a few less button clicks, less
sophisticated. But, but you know, I prefer the experience of
Asana, and teamwork then went and built out chat, and they
wouldn't build out a ticketing system as well. Freshdesk
started as a ticketing system, or a customer service system.
And they've now built a CRM function into that. I don't know
heaps about that personally. So I don't have much of an opinion.
But what I would say is, in general, if you have a software
solution that has started building out other apps to
really know, well, what is their core competency? For Freshdesk,
it's really the core competency is around customer service
delivery and ticketing. So if you're in a service based
business, or if you're in a business with a high level of
customer service required, then that would make sense to roll
out that system. But if you're looking for something, you know,
just for sales, or for really sophisticated email marketing,
because you're an e commerce business, might not be the
solution for you. But great questions. And I appreciate you
guys sharing that with me. So some of the reasons why we love
and we recommend copper CRM to most small businesses that we
consult to, of course, have a chat to our team if you're
interested in this. So we can get you access to discounts and
other advantages of purchasing it through us. We've got
basically the key focus of copper is that they are designed
and focused on being the deepest integration with G Suite, or
what was G Suite. Now Google workspace possible. Basically,
they set out to create the CRM for Google workspace. And
they've deeply deeply integrated the whole system into the
workspace platform, which is excellent. So what that means
is, it automatically pulls in all the data from your emails of
you. So you don't need to do any manual notes or anything like
that. It's automatically going to bring it right into your CRM
system. So there's no manual data entry. You can see here
that it lives inside of Gmail in the little widget on the on the
side here.
And not only that, it's also got an amazing deal flow system as
well, where you're going to be able to have accurate reporting
on pipelines, and managing and monitoring all of your deals as
they're going through. Now, we're going to have more content
coming up in copper in the near future. One of the things that I
love about capa, which I've mentioned in other videos is
that it actually uses AI, and automations to automatically
pull in data on your prospects. And so if you've got a prospect
in your CRM, it's automatically going to bring in their LinkedIn
profile. And so with one click, you can connect with them on
LinkedIn. And you know, just before a sales call, best thing
you can do open up someone's LinkedIn profile, and actually
have a conversation, you know, have a little bit of a peruse
there just before you have a conversation with them. Now, not
only that, but copper also includes x, absolutely excellent
reporting on your lead sources, right down to the activity of
your sales reps. It even shows you, you know, all of your
reporting on the you know, return on investment and your
conversion ratios and how you converting your leads into
opportunities. It's just an absolutely amazing, amazing tool
for visibility right across the business, if you are running a
sales team, or any kind of team that is doing deep relationship
based customer service, or partner management. It's an
absolutely phenomenal tool. And it also integrates with other
Google tools like Google Sheets, and also with Google Data Studio
as well. And so what that means is that you can actually take
any data from within copper, and visualize that into a dashboard
on Data Studio, you might not be able to see it right now. But on
my TV, I've actually got a live dashboard with things like
sales, statistics and deals closed and how much we got the
pipeline, and what we closed last month versus this month.
And so all of that is absolutely automated. If you're interested
in that jump on one of the links below and have a chat to our
team, we've got access to exclusive discounts. And we've
even got a test drive service where you can get your hands on
copper CRM, and we'll do an audit of all of your business
needs and see how we may be able to assist you making a great
decision on your business software. So I want to say a big
thanks for joining this video learning about CRM. today. If
you are a small or medium sized business owner, I recommend you
head along to our YouTube channel. And check out our
playlists for the different stages of technology adoption,
based on where you are at in your business right now.
Basically, we want to help all small businesses, whether you're
a one man band, right up to large organizations who are
scaling and growing quickly to make sure your technology
strategy is in place. And it's going to help support the growth
of your business. Now we've got playlists set up on YouTube for
each stage of business that you're at, so you can get the
best of those technology strategies. And if you're
interested, we have an exclusive transfer in offer for small
businesses who are using Google workspace. And what you get
access to is a google classroom with professional training on
everything to do with Google workspace. Not only do you learn
how to use all the different applications, and you can share
this with all of your team as well, there's also
certifications there. And so the aim for this is really for you
to use this for your team and for your business for you to
make sure that everybody is competent with the tools that
you're already invested in. Now, if you're interested in running
a remote team scaling of remote business, we've got all of our
videos on how to grow and scale your business in a COVID world
up there inside the Google Classroom available for free. We
used to give those only to our customers are but we've decided
to make those available for free for everyone. So get your get on
there, get your team on there as well and get access to all of
the benefits. Now what do you need to do, head along to the
link here, there is also a link below this video. And that will
give you access to our classroom lessons, you get access to our
team. The important thing is that it doesn't cost you
anything extra. If you're currently paying Google directly
for your workspace account, you just switch your billing to us.
And you don't pay any extra we bought it wholesale. So we just
charge the same rate that Google does. And then from there, you
get access to all the extra benefits of working with it
genius, as a thank you for being a customer of ours. So if you
haven't already gone there, please head long. And if you
have anything that you'd like to chat to our team about, you can
connect with us directly via our chat. And our team will be more
than happy to help you out with anything that you need in the
Google world. Thank you so much, guys, we will catch you in the
next one. Make sure you've got notifications on if you want to
get in touch with our team jump on the link below. If you've not
yet transferred your billing to it, genius, great time to do
that get access to the classroom. We're uploading new
videos in there every couple of weeks. And it's really being
fleshed out to be awesome. We did last year, an eight week
series on running your business remote, basically going
completely open book on six years of completely remote
management of our business. We now have 55 or employees across
the group. And so yeah, basically we want to, you know,
I share with you guys how we actually run the business, how
we've been successful, we don't compromise you'll be successful.
We're just sharing what we know and what works for us. And yeah,
all of that is inside the
costume so if you're interested in checking that out, well it
should be I'm sure angels listening. So if it's not it
will be soon. But yeah, we just gave the go ahead to upload all
of that exclusive content there. And I'll catch you guys on the
next one. Peace out and see you later