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OnCourse Sales Engagement is FIRE on The CRM Sushi Podcast

Author

Wes Schaeffer
January 28, 2020

An Affordable “All-in-One” Sales Growth Tool 

Stream below or right click here to download the episode.

What You’ll Learn In This Episode of The CRM Sushi Podcast…

  • Sales Engagement is more than a CRM

  • It’s the dialer, the bulk email, etc.

  • Modular approach

  • Beta users Feb 2019

  • Paid users Sept 2020

  • Started with six features

    • Email

    • Calling/VoIP

    • CRM

    • Store quotes

  • Nice interface

  • Voicemail drop

  • Auto-note pop-up

  • Rolling history

  • Pinned Note

  • Schedule SMS

  • Edit/Stop sequences easily

  • Custom fields

  • Opportunity pipeline

    • Edit opportunities via pop-up window

    • Stay in the pipeline screen

    • Color-coded deals

    • Multiple pipelines

    • Change views between card and table

  • Inbox color-coded—Low, Medium, High

    • Task view

    • Calendar view

    • Rolling list view

  • Template creation is easy

    • SMS

    • Email

  • Sequences

    • Internal and external

    • Automated and manual

    • Chrome plug-in for LinkedIn sales outreach

    • Embed video in emails

  • Done-For-You data migration

  • Big in the MLM space and home healthcare

  • Mobile app rolling out in Feb 2020

  • Pricing

    • Flat rate per user

    • No pricing for contacts

  • Heavy on support

Watch Previous Episodes of The CRM Sushi Podcast

Links Mentioned In The CRM Sushi Podcast