Why I love Teambox

Just a quick not to anyone still reading this blog. I am in love with Teambox. It is the best software for online collaboration ever. Why?

1. The activity stream makes is super easy to stay on top of teams and projects.

2. The task management is easier than anything I have ever used.

3. @Notifications make it fast and easy to include people in conversations.

4. CONVERT TO TASK! I can take any conversation and make it actionable.

5. Pages are the easiest way to share content EVER!

6. Google docs integration.

The list keeps going, but hey you get the picture. If not here is a cool one:

And this is me telling Scoble about it!

New site, new blogs, new focus, all should be expected from a seller of the new

Focusing on helping sale people was what got me into blogging in the first place. This was a transcendental moment as it helped further my career and understanding of Sales 2.0 technology and practice. Being a Web 2.0 aficionado, it was only fitting that I took to the  many new concept and tools that made for best practices in modern day selling. (more…)

My man Brad is a Sales Management enabler

What exactly is Brad trying to accomplish at salesmanagement20.com?

Sure the sales role is the fastest changing role in the modern organization. Sure the sales manager has to adapt or face extinction. Sure we need help any way we can get it.

But really, did he need to develop a complete sales management 2.0 community? I mean, is he trying to trainer the sales trainer? Offer sales training ideas to those that need them most? Really who thinks we need that?

(me….good work Brad)

Ask the coach about CRM: Some great tools for the Sales Evangelist

A reader and great friend to the entrepreneur,

Cheryl Liquori, asked me the following:

“Do you have any knowledge of, or experience, working with ZOHO.com for CRM?  I’m not interested in the desktop applications, but only in the CRM.  I\’ve read reviews, but they seem to focus on large enterprise applications.  For the sole propriator on a shoe string, wrestling with excel and overwhelmed by user-unfriendly ACT, I was wondering about zoho as an alternative.  Your expert thoughts?”

Now you all know I support Landslide as the ultimate Workstyle system. If you need something that focuses o the sales process, YOU MUST ADD LANDSLIDE TO YOUR TOOLKIT!

What you do not know is that I am designing a fully automated CRM system for a client that is based on the combo dialer-crm Insidesales.com. These guys have designed a complete system that allows you to do anything via javascript. I am literally making it so reps can make 200-300 quality calls a day with almost no admin work. EVERYTHING IS AUTOMATED BY A BUTTON CLICK!

If you are CRM hunting, let me know, as I get a referral fee for either of the above.

Now back to the question. What a coincidence! I found Zoho and have loaded one of my clients into it. Mind you, I havenever talked to the company, but intend to!

As their sole sales person for my startup client I have started using it for everything. Frankly, it is awesome! I believe it is based on SugarCRM, but SalesForce look out. At a price of $12/mo after 3 FREE USERS, this is going to get the small businesses, entrepreneurs, individual consultants… onboard and adopting.

So far:

1.  Fast, I mean super fast

2. Complete sales and marketing system with all of the trimmings

3. The reporting is easy to use

4. Forecast tool is great

5. Opportunities are called potentials, how adorable!

6. Uploads work really well.

7. Mimics the standard SalesForce, SugarCRM, Netsuite methodology of lead to accounts.

8. Really flexible design

9. Did I mention that the first 3 users are free?

10. Upgradeable to an enterprise system with a load of featers for $25 a user. YES I SAID $25 A USER!

I would strongly recommend any small budget player with little demands on automation to play with this system prior to looking at anything else.

Sales 2.0: Watching your prospect’s behaviour – Why are you not using Sales Genius

Wouldn’t it be nifty if you could send an e-mail, and the moment it was opened get notified? Wouldn’t it be even better if you could see exactly what link the prospect clicked, and from there what pages they reviewed and for how long?

Well, guess what, there is a product called Sales Genius does all of this and more. Not only that, it has been around for over 2 YEARS! If you and your teams are not using it, you have lost your mind! People that use this tool have an inside advantage regarding what leads and prospects are really ready to discuss what you are offering. More, you have intel of whaat they are looking at and can use that to your advantage. Talk about doing your homework, the studying part is done for you.

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