All Episodes

August 26, 2024 13 mins

Send us a text

What if you could supercharge your sales productivity by simply automating mundane tasks? Join us in this episode as we uncover the transformative power of lead generation software and its ability to eliminate the administrative burdens that weigh salespeople down. Discover how sales teams are reclaiming their time and focusing more on what they do best—selling—by leveraging automation to handle data entry and follow-up emails. With insights into Salesforce statistics and expert analysis, we reveal how automation isn't just a time-saver but a catalyst for a 14.5% boost in sales productivity.

Explore the critical role of CRM integration in crafting a 360-degree view of your potential clients, allowing for precisely targeted marketing strategies. Imagine entering every sales call armed with detailed insights into a customer's journey—from their website visits to their social media interactions. This episode shines a light on how personalized messages can significantly enhance conversion rates, offering case studies that demonstrate up to a 20% increase. Tune in to learn how to hit the mark with your customer interactions using the unparalleled power of data and automation.

Discover how Pinnacle Ai can revolutionize your business operations. Our AI-driven CRM is designed to eliminate inefficiencies, automate tasks, and empower entrepreneurs to focus on growth and innovation. Visit https://getpinnacle.ai to learn more and unlock the full potential of your business today. 

Support the show

Stay Connected with Pinnacle Perspective:
Email: Reach out at podcast@getpinnacle.ai
Instagram: Follow us for daily inspiration and automation hacks
Facebook: Engage with entrepreneurs transforming their businesses
LinkedIn: Network with industry leaders and innovators
Twitter: Share your thoughts on our latest episodes
YouTube: Watch episodes and exclusive insights
TikTok: Explore quick tips on productivity and automation

Join the Pinnacle Community:
Looking to scale your business with smarter strategies? Join Pinnacle Connect, where entrepreneurs, sales pros, and marketers share tips and success stories on mastering automation and CRM for business growth.

Powered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.



...
Mark as Played
Transcript

Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Hey everyone and welcome to another deep dive.
Ever feel like you're spendingmore time on spreadsheets than
you are actually, you know,selling.

Speaker 2 (00:06):
I hear you.
Time is money in the salesworld, right.

Speaker 1 (00:09):
Absolutely yeah.
So today we're diving deep intolead generation software and
how it can help you reclaimthose precious hours and boost
those sales numbers, and we'vegot some great research to dig
into that you sent over.

Speaker 2 (00:22):
Yeah, there's some really interesting stuff in
there about how this technologycan totally change the game.

Speaker 1 (00:26):
One thing that really jumped out at me was this stat
from Salesforce.
They say salespeople only spendabout a third of their time
actually selling.
A third.
The rest is all admin work andchasing down leads.

Speaker 2 (00:41):
Yeah, that sounds familiar.

Speaker 1 (00:42):
Right, so much wasted potential.
That's where automation comesin right.
Exactly that sounds familiar,Right?
So much wasted potential.
That's where automation comesin, right.

Speaker 2 (00:46):
Exactly.
Think of it like this you havea digital assistant who takes
care of all those tedious,repetitive tasks for you Data
entry, follow-up, emails, allthat stuff that can bog you down
.

Speaker 1 (00:58):
Okay, so it's like having a super efficient
sidekick to handle the busy work.
I like that.

Speaker 2 (01:02):
Exactly, and that frees you up to focus on what
really matters buildingrelationships and closing deals.
Music to my ears.

Speaker 1 (01:09):
And it's not just about saving time either.
Right yeah, that HubSpot reportyou sent.
They found a 14.5% increase insales productivity when
companies used automation.

Speaker 2 (01:19):
That's huge, and that's just the average.
Some businesses see even biggergains.

Speaker 1 (01:22):
So what does that actually look like in action?
Give us an example.

Speaker 2 (01:25):
Sure.
So let's say, someone visitsyour website and fills out a
contact form, right?
Happens all the time Right, andinstead of that lead getting
lost in the shuffle, thesoftware automatically sends
them a personalized welcomeemail, maybe even suggest some
relevant resources based on whatthey were looking at on your
site.
Okay, that's smart.

Speaker 1 (01:41):
I based on what they were looking at on your site.
Okay, that's smart.

Speaker 2 (01:43):
I like it.
And it doesn't stop there.
It can trigger a whole seriesof targeted messages, nurturing
that lead, without you having tolift a finger.

Speaker 1 (01:51):
So you're not just bombarding people with generic
spam.
Yeah.

Speaker 2 (01:55):
Right, because we want to be smart about this
Exactly.
This is about working smarter,not harder.

Speaker 1 (01:59):
And that brings us to another key point, which is CRM
integration.
Now, for those who don't know,CRM stands for customer
relationship management, andit's all about getting to know
your customers inside and outExactly.
And this is where leadgeneration software really
becomes more than just you know,a glorified email blaster.
It becomes your secret weaponfor understanding your audience.

Speaker 2 (02:21):
It's like building this dynamic 360 degree view of
every interaction a lead haswith your company 360 degree
view.

Speaker 1 (02:30):
It sounds impressive, but what does it actually mean?
Break it down for us.

Speaker 2 (02:33):
So imagine this you click on a lead's profile and
you can see every website, visit, every email they've opened,
even their social mediainteractions.
It's all there.

Speaker 1 (02:42):
Okay, so you've got your finger on the pulse of your
customer.
You really understand theirjourney.
But how does that translateinto actual sales?

Speaker 2 (02:50):
Let me ask you this have you ever gone into a sales
call and just felt totallyunprepared, like you're flying
blind?

Speaker 1 (02:56):
Yes, the worst.

Speaker 2 (02:57):
Right.
But now imagine this You'reabout to hop on a call with a
potential client.
Instead of going in blind, youcheck their CRM profile and you
see, oh, they downloaded thisspecific white paper.
They visited the pricing pagethree times.
They even like to post aboutour competitor on LinkedIn.
You're in their head Exactlyand, armed with that knowledge,

(03:17):
you can tailor your entireconversation to address their
needs and concerns right fromthe start.

Speaker 1 (03:23):
So no more generic pitches.
It's all about thatpersonalized touch.

Speaker 2 (03:26):
Exactly, and speaking of personalized one of the case
studies you shared, they founda 20% increase in conversion
rates just by using moretargeted marketing messages 20%.

Speaker 1 (03:37):
That's incredible.
So we're talking about hittingthe bullseye every time instead
of just, you know, hoping forthe best.

Speaker 2 (03:44):
That's the power of data.
Instead of casting a wide net,you're pinpointing your ideal
customers, you're understandingtheir demographics, their
behaviors, their interests, andyou're tailoring your message to
resonate with them on a deeperlevel.

Speaker 1 (03:57):
Okay, so no more throwing spaghetti at the wall
and hoping it sticks.
We're getting strategic here.

Speaker 2 (04:01):
Exactly, and that strategic approach pays off.
The research you sent overshowed a 10% improvement in ROI
for businesses that use thiskind of targeted marketing.

Speaker 1 (04:11):
Now, that's what I'm talking about Measurable results
.
We love to see it, but this allsounds great for, like,
individual salespeople.
But what about teams?
I'm curious how this kind ofsoftware impacts, you know,
collaboration and teamwork,because at the end of the day, a
sale is rarely a solo effort.

Speaker 2 (04:27):
That's such a great point and it's something a lot
of people overlook.
But this is where thecollaborative power of this
technology really shines,because it's not just about
individual efficiency.
It's about empowering the wholeteam to work smarter together.

Speaker 1 (04:41):
So left eye and more we Exactly Love it.
So how does that?
More we Exactly Love it.
So how does that play out in areal sales team?

Speaker 2 (04:47):
Think about shared dashboards and real-time updates
.
Everyone on the team has accessto the same information, the
same insights.

Speaker 1 (04:54):
Okay, so like a virtual war room where
everyone's on the same page?

Speaker 2 (04:57):
Exactly so.
Let's say a salesperson is on acall with a lead right and they
need to quickly access notesfrom a previous interaction.
Instead of interrupting acolleague or digging through
endless email chains, they canjust pull up that information
instantly on their shareddashboard.

Speaker 1 (05:13):
That's slick and it probably saves a ton of time and
frustration.

Speaker 2 (05:17):
Absolutely, and the McKinsey study you shared.
They found that companies thatimproved collaboration saw a 20
to 25 percent increase inproductivity.

Speaker 1 (05:25):
Wow, that's huge.
So it really is a team effort.

Speaker 2 (05:28):
It really is.
Lead generation software canhelp break down those silos and
create a much more cohesive andeffective sales organization.

Speaker 1 (05:36):
It's like they say teamwork makes the dream work,
but let's keep it real.
We've talked a lot about thebenefits here, but is there any
downsides, any challenges toconsider?

Speaker 2 (05:46):
Well, like with any new technology, there's always
going to be a learning curveright, and it takes time and
effort to get things set upproperly.

Speaker 1 (05:53):
So it's not like plugging in a toaster and
watching the leads magicallyappear.
Yeah laughs?

Speaker 2 (05:58):
Not quite.
You need to choose a reputableprovider with robust security
measures and a clear commitmentto data privacy.
That's non-negotiable.
Compliance with regulationslike GDPR is absolutely
essential.

Speaker 1 (06:10):
Especially these days , with all the customer
information being collected andanalyzed.
Transparency is key there,wouldn't you say, Both with your
software provider and yourcustomers.

Speaker 2 (06:20):
Absolutely.
You need to be upfront withyour customers about how you're
using their data and give themcontrol over their preferences.
Building trust is essential,and that starts with being open
and ethical in your approach.

Speaker 1 (06:31):
Couldn't agree more.
Now I know some salespeopleworry that all this automation
is going to make their jobsobsolete.
You know like robots are goingto steal their sales.
What do you say to those folks?
It's a jobs obsolete.
You know like robots are goingto steal their sales.
What do you say to those folks?

Speaker 2 (06:41):
It's a common fear, but honestly it's quite the
opposite.
Lead generation software is apowerful tool, but it's just
that a tool.
It empowers salespeople, itdoesn't replace them.

Speaker 1 (06:53):
So less about being a robot, more about being a
strategic consultant.

Speaker 2 (06:58):
Exactly.
It frees them from thosetedious tasks, gives them access
to better data and insights sothey can focus on what they do
best building relationships andclosing deals make sense, adapt
or die well, I wouldn't say die,but the salespeople who can
adapt to this evolving landscapeare the ones who are gonna
thrive.
Because technology changes, butat the end of the day, it's

(07:19):
still people connecting withpeople and Okay, I like that.

Speaker 1 (07:22):
So it's not about replacing human interaction.
It's about using technology towhat enhance it.

Speaker 2 (07:27):
Precisely.
Let's say, you use your CRMinsights to craft a really
personalized message to aprospect, one that shows you
genuinely understand their needsand challenges.
That's powerful, and it'ssomething you can't automate.

Speaker 1 (07:42):
So we're saying goodbye to those generic just
checking in emails.

Speaker 2 (07:45):
Let's hope so.
The goal is to use technologyto make your communication more
human, not less.

Speaker 1 (07:50):
I love that Using tools to amplify our humanity,
not erase it.
Yeah, you mentioned somethingearlier about CRM integration
and that 350 degree view of thecustomer.
Can you break that down for usa little bit more?
How can salespeople use thatdata to really up their game?

Speaker 2 (08:06):
It's about turning data into actionable insights.
So imagine you're prepping fora call with a potential client,
right?
Instead of going in blind, youcan use your CRM to access their
entire interaction history withyour company.

Speaker 1 (08:18):
So you can see what products they've looked at, what
questions they've asked, evenlike their pain points.

Speaker 2 (08:22):
Exactly.
You can tailor your entireapproach to address their
specific needs right from thestart.
It shows you've done yourhomework.
You're not just anothersalesperson spamming them.
You genuinely want to help.

Speaker 1 (08:33):
It's all about that personalization, building that
trust right from the get-go.
Are there any other ways thatsalespeople can use CRM data to
their advantage?

Speaker 2 (08:43):
Absolutely Lead scoring is another big one.

Speaker 1 (08:45):
Lead scoring.
Now that rings a bell.
Remind me what that is again.

Speaker 2 (08:48):
So, basically, it's a system that analyzes all sorts
of factors demographics, websitebehavior, email engagement,
social media activity and itassigns a score to each lead
based on how likely they are tobecome a paying customer.

Speaker 1 (09:03):
So you can ditch the guessing games and prioritize
your efforts based on cold harddata.

Speaker 2 (09:08):
MELANIE WARRICK Exactly.
Let's say you've got a lead whodownloaded a white paper,
attended a webinar AND visitedyour pricing page.
That's a hot lead, and thesoftware can recognize those
high intent actions and flagthem for you so you don't miss
out.

Speaker 1 (09:23):
MARK MIRCHANDANI.
Wow, it's like having a secretweapon right, it really is.
Now, with all this data flyingaround, is there a risk of
information overload, Like howdo you keep from getting lost in
the weeds?

Speaker 2 (09:34):
It's definitely something to be mindful of.
That's why it's so important tochoose a system that's
user-friendly.
You want something withcustomizable dashboards and
reporting tools so you can focuson the metrics that actually
matter to your business.

Speaker 1 (09:46):
Find the signal and the noise right.

Speaker 2 (09:53):
Exactly.
You don't need to implementevery single feature or invest
in the most expensive softwareright out the gate.
Start small experiment and seewhat works best for you.

Speaker 1 (09:58):
Love that.
It's a marathon, not a sprint.

Speaker 2 (10:00):
Precisely.

Speaker 1 (10:01):
Speaking of marathons , where do you see the world of
sales heading in the next fewyears?
Any predictions for the futureof lead generation software?
It's easy to get caught up inall the bells and whistles right
, but it's important to rememberat the end of the day, sales is
still about building thosehuman connections.

Speaker 2 (10:20):
Couldn't agree more.
Technology is an incredibletool, but it's that human
element that truly makes all thedifference.

Speaker 1 (10:27):
So, as you're exploring the world of lead
generation software with all itsamazing features, remember to
never lose sight of that humanelement.

Speaker 2 (10:35):
Absolutely.
Don't let the technologyovershadow your ability to
connect with people on a genuinelevel.
That's where the real magichappens.

Speaker 1 (10:43):
So true, We've covered a lot of ground today,
from automation to AI and beyond, but I want to leave our
listeners with a littlechallenge.
We've talked about howtechnology can streamline your
sales process, but how can youapply those same principles that
efficiency, personalization,data-driven decision-making even
without implementing newsoftware right away?

Speaker 2 (11:03):
What small changes can you make today to improve
your communication, to deepenyour customer relationships?
There's always room forimprovement.

Speaker 1 (11:12):
Sometimes the simplest solutions are the most
powerful.

Speaker 2 (11:14):
Absolutely, and don't underestimate the power of just
asking your customers what theyneed.
You might be surprised by whatyou learn.

Speaker 1 (11:21):
It's all about being adaptable, staying curious and
never stop learning.
The world of sales isconstantly evolving.

Speaker 2 (11:28):
Couldn't have said it better myself.

Speaker 1 (11:29):
This deep dive has been incredible.
Thank you so much for joiningus today and sharing your
expertise.

Speaker 2 (11:34):
My pleasure.
It's always great to chat aboutsales and technology.

Speaker 1 (11:38):
And to all our listeners out there, thank you
for joining us on this journeytoday.
We hope this deep dive hasgiven you the knowledge and
inspiration to supercharge yoursales.
Until next time, keep thosesales.
Advertise With Us

Popular Podcasts

United States of Kennedy
Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.