Why does every Saas company rely ONLY on scheduled demo calls?
They work in certain scenarios, BUT:
β no-shows
β loss of interest
β long qualification cycle
Talking sooner >>>> talking later
Employee benefits renewal season is coming up.
A lot of people are signing up for health insurance for the first time, renewing their plans, or looking to switch.
Here are some important definitions and the most common terms that you NEED to know.
Why does every Saas company rely ONLY on scheduled demo calls?
They work in certain scenarios, BUT:
β no-shows
β loss of interest
β long qualification cycle
Talking sooner >>>> talking later
New this weekβ¦
π Filters & Views
Last week we gave you custom data fields in Barracuda. With Filters & Views, you can use all of the data in your CRM to surface the most relevant Contacts, Orgs, & Opps with ease.
Here's how it all works π
You can save a filtered board by creating a view that's accessible by you and the rest of your team.
If you find yourself return to the same view over and over, you can favorite it to make it easily accessible from your left nav.
New this weekβ¦
π Custom Fields
Want to store a time zone on Contact? The industry of an Organization? The Customer Success lead on an Opportunity?
Now it's all possible. Here's what's new π
Want to book more calls with Web3 teams?
Our BD lead @NateElliott wrote up his guide to booking 40+ calls/mo π₯
Learn to:
- find quality leads
- find their contact info
- send messages that get seen
It's so easy a toddler could do it π
Reply "πππ" & we'll DM it to you!
Officially set up with @rollfi_xyz@k17ubha & @NikhilRollfi take all the stress out of the process and the onboarding process was smooth as π§
We sent the onboarding links out to our team and heard back 2 minutes later "that was easy"