Do Less Work and More Sales With Salesflare on The CRM Sushi Podcast

What You'll Learn In This Episode of The CRM Sushi Podcast... Not always easy to invent and design says Jeroen Corthout, CEO Likes building things for that sense of ownership April 2014 had the idea Had to find a good name: SalesFlare Less work, more sales. A simple yet powerful CRM for small businesses selling B2B. Didn't think about building a CRM CRMs are broken They take a lot of work to use People don't like Salesforce It's not built for follow-up It's not built for the end-user Salesforce is built for management Most CRMs require data duplication Email Phone Calendar He had a business intelligence business He wanted a system to help him stay up to date instead of keeping the system up to date Saw how MailChimp worked and provided feedback and it was interesting Liked how marketers could measure everything but salespeople couldn't do it easily Bigger companies weren't interested because they thought it was two databases SMB users are looking for a practical CRM It can replace Salesforce and Microsoft Dynamics Data automation is key Built an investor deck Built a prototype No real development for several months Kima Ventures funded deals fast Incubator in June then an accelerator in September Shifted from large businesses to the SMB space Late 2015 landed first CRM customer who replaced Microsoft Dynamics Pulls data from FullContact Syncs calls from Android Tracks emails When meetings are created SalesFlare pulls in that info from your calendar Notifications  Tasks Today Upcoming Completed Overdue Suggested Inactive Add meeting notes Reply to emails They are automatically completed when the actions are taken Pipelines Multiple can be created Drag & Drop stages Set colors on stages Logos added Advanced filtering Workflows Email until they open or engage Sent as personal email (remove the unsubscribe button) Merge fields to personalize Insights (Dashboard) Revenue Avg Sales Cycle Avg Value Won New Expected Comparison Top Earning Accounts Top Lead Scores Top Lost Reasons Funnel Analysis Team Metrics Review by time in the past Setup guide during trial 12 steps Complete them all to extend your free trial Settings Configure pipelines Billing Customize fields Task settings Notification settings Email settings Calendar settings Applications & integrations Import data API keys Use PieSync for 2-way contact synchronization Zapier templates available