September 30, 2024 • 17 mins
Unlock the secret to skyrocketing your business growth by transforming the way your sales and marketing teams work together. Say goodbye to the chaos of siloed departments and hello to a unified strategy that not only streamlines your operations but also delights your customers. Discover the pitfalls of a disjointed approach and how it can lead to miscommunication and lost opportunities in a competitive market. We'll introduce you to Pinnacle AI, a groundbreaking CRM platform that's revolutionizing the way entrepreneurs manage their sales processes. Imagine automating your lead scoring and getting real-time alerts when a potential customer is ready to buy — it's all possible with the power of AI-driven automation.
Explore the world of automation in lead nurturing and see how it can act as your virtual assistant, especially if you're a busy entrepreneur juggling multiple roles. Learn how personalized, data-driven email campaigns can guide your prospects down the sales funnel seamlessly, all while maintaining that human touch. Not ready for a full CRM like Pinnacle AI? No problem. We discuss practical strategies for keeping your sales and marketing aligned, whether you're part of a team or tackling it solo. This episode promises to equip you with the tools and insights needed to ensure a cohesive customer experience from first contact to final sale.
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.
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
All right, everybody buckle up, because today we're
diving into a topic that's allabout turbocharging your
business growth.
Speaker 2 (00:06):
Yes, sales and marketing integration.
Speaker 1 (00:08):
You got it Now.
I know that might sound alittle dry, maybe even a tad bit
intimidating, but trust me onthis one.
Speaker 2 (00:15):
Oh, absolutely.
Once you see how this all workstogether, it's anything but
boring.
Speaker 1 (00:19):
Exactly, we're talking smoother operations,
happier customers and,ultimately, more of that green
stuff revenue.
Speaker 2 (00:28):
Charging.
Everyone doesn't love thatright.
Speaker 1 (00:30):
Exactly, and we've got some fantastic research and
articles to unpack today, allabout this very topic.
So let's jump right in.
Speaker 2 (00:37):
Let's do it.
Speaker 1 (00:38):
So when we talk about sales and marketing integration
, where do we even begin?
I mean, why is this such a hottopic these days?
Speaker 2 (00:46):
Well, I think the root of it is that you've got
these two really criticaldepartments in most businesses
sales and marketing and they'reoften operating in their own
little silos.
Speaker 1 (00:55):
Yeah, Like ships passing in the night, Each with
their own compass but no sharedmap Exactly.
And you know what happens thenMisconnections, wasted resources
and ultimately you end up witha leaky bucket when it comes to
converting those valuable leadsinto loyal paying customers, and
nobody wants that.
Speaker 2 (01:15):
Nobody Right.
Speaker 1 (01:17):
So you shared some really insightful articles with
me about this, and I'm curiousfrom your perspective, what are
some of the biggest pitfalls ofthis kind of siloed approach to
sales and marketing?
Speaker 2 (01:28):
so one of the things that happens is when sales and
marketing aren't aligned, thecustomer experience really
suffers.
Oh, absolutely, imagine likeyou're a potential customer.
You see a company's ad online.
Right, it piques your interest.
Yeah, you click, you visittheir website, maybe you even
download like a free resource orsomething.
Speaker 1 (01:46):
Yeah, you're interested.
You're raising your hand.
Speaker 2 (01:48):
Exactly, you can't read crickets Nothing.
Speaker 1 (01:50):
Yeah.
Speaker 2 (01:50):
Radio silence.
Speaker 1 (01:51):
Or even worse.
Speaker 2 (01:52):
Or even worse.
Speaker 1 (01:53):
You get bombarded with all these irrelevant
messages, like they don't evenremember you were just on their
website.
It's like they're talking to acompletely different person.
Exactly it's like walking intoa store and getting three
different answers from threedifferent employees about the
same product, right, and it justleaves you feeling frustrated,
confused.
Speaker 2 (02:13):
And, frankly, like your business isn't valued Right
, especially in today's worldwhere consumers have so many
choices.
Speaker 1 (02:18):
Yes, endless choice.
Speaker 2 (02:20):
Endless choices.
It'd be an instant deal breaker.
Speaker 1 (02:23):
Absolutely.
But you know what?
There's good news here.
Speaker 2 (02:25):
There is.
Speaker 1 (02:25):
Because when you bridge that gap, yeah.
When you effectively integratesales and marketing, everything
changes.
The game changes completely.
Speaker 2 (02:35):
Yeah.
Speaker 1 (02:35):
It's like, instead of sifting through a sea of
irrelevant leads, your inbox isnow filled with qualified
prospects who are eager to hearfrom you, ready to buy.
Speaker 2 (02:46):
It's like you've got a direct line to your ideal
customer.
Speaker 1 (02:49):
Yes, that is the power of a well-oiled sales and
marketing machine.
Absolutely, and that's exactlywhat our sources highlight that
integration leads to morequalified leads, a much smoother
sales process and, of course,happier customers overall.
I mean, who doesn't love that?
Speaker 2 (03:04):
It's a win-win-win it's the holy grail of business
it really is.
Speaker 1 (03:08):
Now I understand there's the system pinnacle AI
that's designed specifically tomake this integration a reality.
Can you tell me more about that?
Speaker 2 (03:15):
oh, absolutely yeah.
Pinnacle AI it's a CRM platform, but it goes way beyond the
basics.
Okay, like it uses AI, thisartificial intelligence oh,
fancy yeah, so uses ai drivenautomation to streamline
everything okay, so what doesthat look like in action?
Okay.
So imagine you're running amarketing campaign, right?
Okay, maybe it's an emailsequence or or a social media
(03:37):
blitz, you know getting the wordout.
Yep, as soon as a leadinteracts with that campaign,
clicks a link, downloads aresource, anything Pinnacle, ai
it's watching.
Speaker 1 (03:49):
Okay, so it sees everything, basically every
interaction.
Speaker 2 (03:52):
Every interaction, and then it starts analyzing.
Speaker 1 (03:55):
Oh, I love that.
Speaker 2 (03:56):
So it analyzes each interaction.
It looks at every open, everyclick, every download.
Speaker 1 (04:00):
Wow.
Speaker 2 (04:00):
And then it automatically assigns a score to
each lead.
Speaker 1 (04:03):
Based on.
Speaker 2 (04:04):
Based on their engagement level.
Speaker 1 (04:06):
Oh, interesting.
So the more engaged they are,the higher the score.
Speaker 2 (04:09):
Exactly.
Think of it like a hotnessmeter for your leads.
Speaker 1 (04:12):
I love that.
So the higher the score, themore likely they are to be a
good fit for what I'm selling.
Speaker 2 (04:16):
You got it.
It's like a built-in leadqualification system.
Speaker 1 (04:20):
That's amazing.
Speaker 2 (04:21):
Right, pretty cool.
Speaker 1 (04:22):
That is really cool.
So it does all that heavylifting for you.
Speaker 2 (04:25):
It does.
Speaker 1 (04:25):
I love it no more like manually going through
spreadsheets and trying tofigure out who's warm, who's
cold, who's lukewarm.
Right, exactly it just tellsyou that's amazing.
Speaker 2 (04:35):
It does the heavy lifting, so you can focus on
sealing the deal.
Speaker 1 (04:38):
Yes, closing those deals, okay, deals, okay.
I am definitely intrigued.
Walk me through what happensnext.
So I've got my leads, theirscoring points.
Now what?
Speaker 2 (04:47):
all right.
So finical ai.
It lets you set a thresholdright, a specific score based on
your ideal customer gotcharight, so you're telling the
system.
This is what a good lead lookslike to me love it right.
So once a lead hits that magicnumber boom, it automatically
alerts your sales team.
Oh, wow.
Hey, this is a hot lead.
(05:08):
You need to prioritize this one.
Speaker 1 (05:10):
It's like having a personal assistant who's always
on top of things Exactly.
I love that.
Speaker 2 (05:14):
So no more digging through spreadsheets or cold
calling a list of dead end leads.
Yeah, this is targeteddata-driven sales, all thanks to
the magic of AI.
Speaker 1 (05:25):
I love it.
This is brilliant and soundslike a dream for busy
entrepreneurs who are, you know,wearing a million hats, but it
also brings up a question for me.
We've been talking a lot aboutautomation and AI and all this
cool tech stuff, but where doesthe human touch fit into all of
this?
You know, can you reallyautomate everything when it
comes to sales and marketing?
Speaker 2 (05:47):
Oh, that's such a good point.
You know technology it can beincredibly powerful, but it's
not a.
And marketing oh, that's such agood point.
You know technology it can beincredibly powerful, but it's
not a magic bullet.
Speaker 1 (05:52):
Right.
Speaker 2 (05:53):
You can't just automate everything and expect
the sales to you know, magicallyroll in.
Speaker 1 (05:57):
Right, it's not a set it and forget it kind of thing.
Speaker 2 (05:59):
Exactly.
You still need a solid strategyin place, crafting compelling
content Right, mapping out thatcustomer journey in a way that
feels authentic and personalizedto the individual.
Speaker 1 (06:17):
Absolutely.
And speaking of working smarter, not harder, let's talk about
how automation can actually beyour secret weapon for nurturing
those leads, especially ifyou're a busy entrepreneur.
You're juggling multiple roles.
You're not always going to beon right.
So our sources touch on theidea of automated nurture
campaigns.
Can you break that down for mea little bit?
What exactly are they?
Speaker 2 (06:34):
Yeah, so think of nurture campaigns like a
well-crafted email sequencethat's delivering the right
content to the right people atthe right time, but it's all on
autopilot.
Speaker 1 (06:44):
Okay, I like that.
So, for example, if someonesigns up for my email list or
downloads a lead magnet from mywebsite, Exactly.
What happens next?
What does that look like?
Speaker 2 (06:52):
So, let's say, they download a lead magnet, right
Right Technical AI canautomatically enroll them in
this nurture campaign, and thenit starts sending them a series
of emails that are related to,you know, that topic that they
showed interest in.
Speaker 1 (07:04):
Gotcha, so it's personalized based on their
interests.
Speaker 2 (07:07):
Exactly, and it guides them further down the
sales funnel without you havingto lift a finger.
Speaker 1 (07:12):
Oh, I love that.
So it's like I can literallyset it and forget it.
Speaker 2 (07:15):
Pretty much.
You set it up once and then itjust works its magic in the
background.
Speaker 1 (07:19):
I love that Nurturing those leads.
While I'm you know off doingother things or even sleeping,
it's like having a virtualassistant who works 24-7.
Speaker 2 (07:27):
Exactly virtual assistant who works?
Speaker 1 (07:28):
24-7.
Exactly.
But you know, I do have aquestion about that because,
while I love the idea of set itand forget it marketing yeah
Isn't there a risk of it comingacross as impersonal or robotic?
You know, you don't want peopleto feel like they're just
talking to a robot on the otherend.
Speaker 2 (07:44):
Oh, 100 percent Like.
If you're not careful, it candefinitely happen, right, but
that's where personalizationcomes in.
Speaker 1 (07:50):
Okay, so how do we add that human touch?
Speaker 2 (07:53):
So with Pinnacle, it's not just about blasting out
these generic emails right, youcan actually segment your
audience based on theirinterests, their behaviors, all
of that data we were talkingabout, and then you can tailor
the content of your nurturecampaigns.
Speaker 1 (08:08):
Oh, I see.
So if someone downloads a leadmagnet about, let's say, social
media marketing, they're goingto get a different series of
emails than someone whodownloads like a guide to SEO,
for example.
Speaker 2 (08:20):
Exactly Because their needs are different right.
Their interests are different,and it's all about meeting your
leads where they are, with theinformation that they need most.
Speaker 1 (08:29):
Okay, I love that.
So it's personalized, it'stargeted, but these campaigns,
they're data driven right, sothat means we can actually track
how they're performing and makechanges as needed.
Speaker 2 (08:40):
Absolutely.
You're not just sending theseemails out into the void and
hoping for the best.
You're actually seeing likeokay, what's resonating, what's
not?
Speaker 1 (08:48):
Gotcha.
So let's say I send out anemail and it's got a really low
open rate.
Speaker 2 (08:53):
Yeah.
Speaker 1 (08:54):
Or maybe people are unsubscribing like crazy.
Speaker 2 (08:57):
Red flag.
Speaker 1 (08:58):
Big red flag.
Speaker 2 (08:58):
Yeah.
Speaker 1 (08:59):
So that's a sign that maybe I need to tweak something
.
Speaker 2 (09:01):
Exactly Like tweak your subject line.
Maybe the content isn't quitehitting the mark.
Speaker 1 (09:06):
Right.
Speaker 2 (09:06):
Maybe you need to adjust the timing.
Speaker 1 (09:08):
Oh, that's a good point, the timing.
Speaker 2 (09:09):
Yeah, like are you sending emails in a time when
people are actually checkingtheir inboxes?
It's all about those microadjustments to make sure your
message is landing.
Speaker 1 (09:18):
It's like it's not just set it and forget it, it's
set it, track it and tweak it.
There you go I love that, but Ido want to pause for a moment
because I know we've been superfocused on Pinnacle AI, which is
an amazing system.
But what if some of ourlisteners aren't quite there yet
?
You know, maybe they're notready to invest in a whole CRM.
Are there any like simpler,more budget friendly ways to dip
(09:40):
their toes into this wholesales and marketing integration
thing?
Speaker 2 (09:45):
Oh, absolutely.
I mean honestly, one of themost powerful things and it's
often overlooked is just gettingthose teams talking to each
other.
Speaker 1 (09:51):
Oh, I love that Simple yet effective.
Right, we're not talking aboutmerging departments or anything
drastic here.
Speaker 2 (09:57):
No, no, no.
Speaker 1 (09:58):
Some good old-fashioned communication.
Speaker 2 (10:00):
Exactly.
Speaker 1 (10:01):
I love it.
So what would that look like inpractice?
Speaker 2 (10:03):
So imagine this your sales team and your marketing
team.
They come together.
Maybe it's once a month.
Okay, just have a quick meeting.
Speaker 1 (10:12):
Keep it casual.
Speaker 2 (10:13):
Yeah, and they talk, they share.
What are you working on?
What are your challenges?
What are your goals?
Speaker 1 (10:18):
I love that just getting on the same page.
Speaker 2 (10:20):
Right, because so often those lines of
communication they just breakdown.
Speaker 1 (10:24):
Yeah, especially when you're busy.
Speaker 2 (10:26):
Exactly so.
Just by having thoseconversations, you'd be amazed
at the kind of alignment thatcan happen.
Speaker 1 (10:32):
It's so true, sometimes just talking can solve
so many problems.
Speaker 2 (10:37):
Communication is key right.
Speaker 1 (10:39):
It really is.
But you know, it got methinking.
Some of our listeners might belike hold on a second.
I'm a solopreneur.
I don't have these separateteams to align, it's just me.
Speaker 2 (10:47):
That's a really good point, and it's even more
crucial when you are all thedepartments rolled into one.
Speaker 1 (10:53):
So for those solopreneurs out there, it's
less about aligning separateteams and more about aligning
the different aspects of yourbusiness, and more about
aligning the different aspectsof your business.
It's about creating thatcohesive, seamless customer
experience.
Speaker 2 (11:08):
Right.
Speaker 1 (11:08):
From the moment someone discovers your brand to
the point of sale and beyond Yep, and doing it all, of course,
while wearing a milliondifferent hats.
Speaker 2 (11:15):
Exactly, and that's where systems come in.
Speaker 1 (11:18):
Oh systems, yes, Love a good system.
It's like having that virtualassistant who's always working
for you, even while you sleep.
But when we talk about systemsin this context, what do we
really mean?
Speaker 2 (11:31):
So think about the tools that you're already using
in your business.
Speaker 1 (11:34):
Okay.
Speaker 2 (11:34):
So maybe it's your email marketing platform.
Right, gotta have them yoursocial media scheduler, or even
like even just a simplespreadsheet, keeping it simple
where you're tracking your leads, or whatever.
The key is to try to connectthose tools to automate as much
as you can gotcha.
Speaker 1 (11:49):
So instead of like manually transferring data from
one platform to another, see ifI can integrate them so it
happens automatically.
Speaker 2 (11:55):
Exactly more example, someone fills out a form on
your website, boom, theirinformation goes right into your
email list.
It goes into your CRM.
You don't have to touch it.
Speaker 1 (12:05):
Love it.
No more manual data entry,that's the dream.
Speaker 2 (12:08):
Right, yes.
Speaker 1 (12:09):
Especially for us solopreneurs who are, you know,
short on time, and I'm assumingthere are some like budget
friendly tools out there thatcan help with this kind of
automation.
Speaker 2 (12:19):
Oh, absolutely.
There are so many affordable,even free, tools available today
that can really help streamlinethis whole process.
Speaker 1 (12:27):
Music to my ears.
Speaker 2 (12:28):
You don't need to go out and like invest in some
complex CRM right off the bat.
Start with what you have.
Speaker 1 (12:34):
Right.
Speaker 2 (12:35):
And just look for ways to get the docs.
Speaker 1 (12:36):
I love that.
Ok, so we've talked aboutsystems, we've talked about
automation, but what other likelow-hanging fruit can
solopreneurs grab onto when itcomes to this whole sales and
marketing integration thing?
Speaker 2 (12:48):
You know, don't underestimate the power of
content.
Speaker 1 (12:52):
Oh, content is king.
Speaker 2 (12:54):
Right, that's where you, as a solopreneur, can
really shine, by creatinghigh-quality content, whether
it's blog posts, videos, socialmedia updates, whatever it looks
like for you.
Right, you're attracting theright people to your business.
Yeah, you're providing value.
Speaker 1 (13:09):
You're building that truck yes, and you're
establishing yourself as anexpert exact and you're
nurturing them through thatsales funnel, all through the
power of content, and the bestpart is that part is that
content works for you 24 seven.
It never sleeps.
Speaker 2 (13:23):
It never sleeps.
Speaker 1 (13:24):
Right yeah.
Speaker 2 (13:25):
So while I'm off, you know, answering emails or maybe
even taking a vacation, dare Isay.
Speaker 1 (13:30):
Oh, a vacation.
Speaker 2 (13:32):
My blog posts are out there, working hard, attracting
those new leads, nurturing theexisting ones.
It's like having a tirelesssales and marketing team, but
it's just you.
Speaker 1 (13:41):
That's the beauty of it Working smarter, not harder,
right.
Speaker 2 (13:44):
Exactly, and I think that's what I love most about
this whole concept of sales andmarketing integration.
It's about, you know,streamlining those processes,
getting all those differentparts of your business working
together in harmony.
Speaker 1 (13:55):
Harmony, yeah, so you can focus on.
Speaker 2 (13:57):
You know what really matters?
Yeah, serving those customersand growing your business.
Speaker 1 (14:02):
Absolutely.
Speaker 2 (14:03):
So as we wrap up this deep dive, you know we've
covered a lot of ground here- wereally have.
Speaker 1 (14:08):
What's the key takeaway you want our listeners
to walk away with?
What's that?
One golden nugget of wisdomthey can put into action, like
today.
Speaker 2 (14:17):
I think the most important thing to remember is
that sales and marketingintegration it's not just this
like fancy buzzword, you know.
Speaker 1 (14:25):
It's not just a trend .
Speaker 2 (14:27):
Right, it's not a trend.
It's a fundamental shift, likehow you think about your
business operates.
Speaker 1 (14:32):
How all the pieces fit together.
Speaker 2 (14:33):
Right, exactly.
Speaker 1 (14:34):
Yeah.
Speaker 2 (14:35):
And it doesn't matter if you're a massive corporation
or just a solopreneur startingout.
It's about breaking down thosesilos, creating a more connected
, you know customer centricexperience.
Speaker 1 (14:45):
Yes, putting the customer at the center of
everything you do, exactlyBecause, at the end of the day,
that's what it's all about.
It is, and the beautiful thingis this doesn't have to be
overwhelming, no not at all.
You don't have to like, do itall at once.
Speaker 2 (14:58):
Take it one step at a time.
Speaker 1 (14:59):
Right.
Start small.
Have those conversations withyour team or, you know, have
those conversations withyourself.
If you're a solopreneur,wearing all the hats, look for
those quick wins with automation, those things that will make
your life easier and just youknow, focus on creating valuable
content.
Speaker 2 (15:16):
Provide value.
Speaker 1 (15:17):
Yes, and I think the results will speak for
themselves.
They always do.
They do Well.
This has been an amazing deepdive, so insightful.
Thank you so much for joiningme today and sharing all this
wisdom.
Speaker 2 (15:29):
Oh, it was my pleasure.
Speaker 1 (15:30):
Thanks for having me, and to all of you amazing
listeners out there, thank youso much for tuning in.
Remember you've got this Takeaction experiment and watch your
business grow.
Until next time, keep thosesales and marketing engines
firing on all.
All right, everybody buckle up, because today we're
diving into a topic that's allabout turbocharging your
business growth.
Speaker 2 (00:06):
Yes, sales and marketing integration.
Speaker 1 (00:08):
You got it Now.
I know that might sound alittle dry, maybe even a tad bit
intimidating, but trust me onthis one.
Speaker 2 (00:15):
Oh, absolutely.
Once you see how this all workstogether, it's anything but
boring.
Speaker 1 (00:19):
Exactly, we're talking smoother operations,
happier customers and,ultimately, more of that green
stuff revenue.
Speaker 2 (00:28):
Charging.
Everyone doesn't love thatright.
Speaker 1 (00:30):
Exactly, and we've got some fantastic research and
articles to unpack today, allabout this very topic.
So let's jump right in.
Speaker 2 (00:37):
Let's do it.
Speaker 1 (00:38):
So when we talk about sales and marketing integration
, where do we even begin?
I mean, why is this such a hottopic these days?
Speaker 2 (00:46):
Well, I think the root of it is that you've got
these two really criticaldepartments in most businesses
sales and marketing and they'reoften operating in their own
little silos.
Speaker 1 (00:55):
Yeah, Like ships passing in the night, Each with
their own compass but no sharedmap Exactly.
And you know what happens thenMisconnections, wasted resources
and ultimately you end up witha leaky bucket when it comes to
converting those valuable leadsinto loyal paying customers, and
nobody wants that.
Speaker 2 (01:15):
Nobody Right.
Speaker 1 (01:17):
So you shared some really insightful articles with
me about this, and I'm curiousfrom your perspective, what are
some of the biggest pitfalls ofthis kind of siloed approach to
sales and marketing?
Speaker 2 (01:28):
so one of the things that happens is when sales and
marketing aren't aligned, thecustomer experience really
suffers.
Oh, absolutely, imagine likeyou're a potential customer.
You see a company's ad online.
Right, it piques your interest.
Yeah, you click, you visittheir website, maybe you even
download like a free resource orsomething.
Speaker 1 (01:46):
Yeah, you're interested.
You're raising your hand.
Speaker 2 (01:48):
Exactly, you can't read crickets Nothing.
Speaker 1 (01:50):
Yeah.
Speaker 2 (01:50):
Radio silence.
Speaker 1 (01:51):
Or even worse.
Speaker 2 (01:52):
Or even worse.
Speaker 1 (01:53):
You get bombarded with all these irrelevant
messages, like they don't evenremember you were just on their
website.
It's like they're talking to acompletely different person.
Exactly it's like walking intoa store and getting three
different answers from threedifferent employees about the
same product, right, and it justleaves you feeling frustrated,
confused.
Speaker 2 (02:13):
And, frankly, like your business isn't valued Right
, especially in today's worldwhere consumers have so many
choices.
Speaker 1 (02:18):
Yes, endless choice.
Speaker 2 (02:20):
Endless choices.
It'd be an instant deal breaker.
Speaker 1 (02:23):
Absolutely.
But you know what?
There's good news here.
Speaker 2 (02:25):
There is.
Speaker 1 (02:25):
Because when you bridge that gap, yeah.
When you effectively integratesales and marketing, everything
changes.
The game changes completely.
Speaker 2 (02:35):
Yeah.
Speaker 1 (02:35):
It's like, instead of sifting through a sea of
irrelevant leads, your inbox isnow filled with qualified
prospects who are eager to hearfrom you, ready to buy.
Speaker 2 (02:46):
It's like you've got a direct line to your ideal
customer.
Speaker 1 (02:49):
Yes, that is the power of a well-oiled sales and
marketing machine.
Absolutely, and that's exactlywhat our sources highlight that
integration leads to morequalified leads, a much smoother
sales process and, of course,happier customers overall.
I mean, who doesn't love that?
Speaker 2 (03:04):
It's a win-win-win it's the holy grail of business
it really is.
Speaker 1 (03:08):
Now I understand there's the system pinnacle AI
that's designed specifically tomake this integration a reality.
Can you tell me more about that?
Speaker 2 (03:15):
oh, absolutely yeah.
Pinnacle AI it's a CRM platform, but it goes way beyond the
basics.
Okay, like it uses AI, thisartificial intelligence oh,
fancy yeah, so uses ai drivenautomation to streamline
everything okay, so what doesthat look like in action?
Okay.
So imagine you're running amarketing campaign, right?
Okay, maybe it's an emailsequence or or a social media
(03:37):
blitz, you know getting the wordout.
Yep, as soon as a leadinteracts with that campaign,
clicks a link, downloads aresource, anything Pinnacle, ai
it's watching.
Speaker 1 (03:49):
Okay, so it sees everything, basically every
interaction.
Speaker 2 (03:52):
Every interaction, and then it starts analyzing.
Speaker 1 (03:55):
Oh, I love that.
Speaker 2 (03:56):
So it analyzes each interaction.
It looks at every open, everyclick, every download.
Speaker 1 (04:00):
Wow.
Speaker 2 (04:00):
And then it automatically assigns a score to
each lead.
Speaker 1 (04:03):
Based on.
Speaker 2 (04:04):
Based on their engagement level.
Speaker 1 (04:06):
Oh, interesting.
So the more engaged they are,the higher the score.
Speaker 2 (04:09):
Exactly.
Think of it like a hotnessmeter for your leads.
Speaker 1 (04:12):
I love that.
So the higher the score, themore likely they are to be a
good fit for what I'm selling.
Speaker 2 (04:16):
You got it.
It's like a built-in leadqualification system.
Speaker 1 (04:20):
That's amazing.
Speaker 2 (04:21):
Right, pretty cool.
Speaker 1 (04:22):
That is really cool.
So it does all that heavylifting for you.
Speaker 2 (04:25):
It does.
Speaker 1 (04:25):
I love it no more like manually going through
spreadsheets and trying tofigure out who's warm, who's
cold, who's lukewarm.
Right, exactly it just tellsyou that's amazing.
Speaker 2 (04:35):
It does the heavy lifting, so you can focus on
sealing the deal.
Speaker 1 (04:38):
Yes, closing those deals, okay, deals, okay.
I am definitely intrigued.
Walk me through what happensnext.
So I've got my leads, theirscoring points.
Now what?
Speaker 2 (04:47):
all right.
So finical ai.
It lets you set a thresholdright, a specific score based on
your ideal customer gotcharight, so you're telling the
system.
This is what a good lead lookslike to me love it right.
So once a lead hits that magicnumber boom, it automatically
alerts your sales team.
Oh, wow.
Hey, this is a hot lead.
(05:08):
You need to prioritize this one.
Speaker 1 (05:10):
It's like having a personal assistant who's always
on top of things Exactly.
I love that.
Speaker 2 (05:14):
So no more digging through spreadsheets or cold
calling a list of dead end leads.
Yeah, this is targeteddata-driven sales, all thanks to
the magic of AI.
Speaker 1 (05:25):
I love it.
This is brilliant and soundslike a dream for busy
entrepreneurs who are, you know,wearing a million hats, but it
also brings up a question for me.
We've been talking a lot aboutautomation and AI and all this
cool tech stuff, but where doesthe human touch fit into all of
this?
You know, can you reallyautomate everything when it
comes to sales and marketing?
Speaker 2 (05:47):
Oh, that's such a good point.
You know technology it can beincredibly powerful, but it's
not a.
And marketing oh, that's such agood point.
You know technology it can beincredibly powerful, but it's
not a magic bullet.
Speaker 1 (05:52):
Right.
Speaker 2 (05:53):
You can't just automate everything and expect
the sales to you know, magicallyroll in.
Speaker 1 (05:57):
Right, it's not a set it and forget it kind of thing.
Speaker 2 (05:59):
Exactly.
You still need a solid strategyin place, crafting compelling
content Right, mapping out thatcustomer journey in a way that
feels authentic and personalizedto the individual.
Speaker 1 (06:17):
Absolutely.
And speaking of working smarter, not harder, let's talk about
how automation can actually beyour secret weapon for nurturing
those leads, especially ifyou're a busy entrepreneur.
You're juggling multiple roles.
You're not always going to beon right.
So our sources touch on theidea of automated nurture
campaigns.
Can you break that down for mea little bit?
What exactly are they?
Speaker 2 (06:34):
Yeah, so think of nurture campaigns like a
well-crafted email sequencethat's delivering the right
content to the right people atthe right time, but it's all on
autopilot.
Speaker 1 (06:44):
Okay, I like that.
So, for example, if someonesigns up for my email list or
downloads a lead magnet from mywebsite, Exactly.
What happens next?
What does that look like?
Speaker 2 (06:52):
So, let's say, they download a lead magnet, right
Right Technical AI canautomatically enroll them in
this nurture campaign, and thenit starts sending them a series
of emails that are related to,you know, that topic that they
showed interest in.
Speaker 1 (07:04):
Gotcha, so it's personalized based on their
interests.
Speaker 2 (07:07):
Exactly, and it guides them further down the
sales funnel without you havingto lift a finger.
Speaker 1 (07:12):
Oh, I love that.
So it's like I can literallyset it and forget it.
Speaker 2 (07:15):
Pretty much.
You set it up once and then itjust works its magic in the
background.
Speaker 1 (07:19):
I love that Nurturing those leads.
While I'm you know off doingother things or even sleeping,
it's like having a virtualassistant who works 24-7.
Speaker 2 (07:27):
Exactly virtual assistant who works?
Speaker 1 (07:28):
24-7.
Exactly.
But you know, I do have aquestion about that because,
while I love the idea of set itand forget it marketing yeah
Isn't there a risk of it comingacross as impersonal or robotic?
You know, you don't want peopleto feel like they're just
talking to a robot on the otherend.
Speaker 2 (07:44):
Oh, 100 percent Like.
If you're not careful, it candefinitely happen, right, but
that's where personalizationcomes in.
Speaker 1 (07:50):
Okay, so how do we add that human touch?
Speaker 2 (07:53):
So with Pinnacle, it's not just about blasting out
these generic emails right, youcan actually segment your
audience based on theirinterests, their behaviors, all
of that data we were talkingabout, and then you can tailor
the content of your nurturecampaigns.
Speaker 1 (08:08):
Oh, I see.
So if someone downloads a leadmagnet about, let's say, social
media marketing, they're goingto get a different series of
emails than someone whodownloads like a guide to SEO,
for example.
Speaker 2 (08:20):
Exactly Because their needs are different right.
Their interests are different,and it's all about meeting your
leads where they are, with theinformation that they need most.
Speaker 1 (08:29):
Okay, I love that.
So it's personalized, it'stargeted, but these campaigns,
they're data driven right, sothat means we can actually track
how they're performing and makechanges as needed.
Speaker 2 (08:40):
Absolutely.
You're not just sending theseemails out into the void and
hoping for the best.
You're actually seeing likeokay, what's resonating, what's
not?
Speaker 1 (08:48):
Gotcha.
So let's say I send out anemail and it's got a really low
open rate.
Speaker 2 (08:53):
Yeah.
Speaker 1 (08:54):
Or maybe people are unsubscribing like crazy.
Speaker 2 (08:57):
Red flag.
Speaker 1 (08:58):
Big red flag.
Speaker 2 (08:58):
Yeah.
Speaker 1 (08:59):
So that's a sign that maybe I need to tweak something
.
Speaker 2 (09:01):
Exactly Like tweak your subject line.
Maybe the content isn't quitehitting the mark.
Speaker 1 (09:06):
Right.
Speaker 2 (09:06):
Maybe you need to adjust the timing.
Speaker 1 (09:08):
Oh, that's a good point, the timing.
Speaker 2 (09:09):
Yeah, like are you sending emails in a time when
people are actually checkingtheir inboxes?
It's all about those microadjustments to make sure your
message is landing.
Speaker 1 (09:18):
It's like it's not just set it and forget it, it's
set it, track it and tweak it.
There you go I love that, but Ido want to pause for a moment
because I know we've been superfocused on Pinnacle AI, which is
an amazing system.
But what if some of ourlisteners aren't quite there yet
?
You know, maybe they're notready to invest in a whole CRM.
Are there any like simpler,more budget friendly ways to dip
(09:40):
their toes into this wholesales and marketing integration
thing?
Speaker 2 (09:45):
Oh, absolutely.
I mean honestly, one of themost powerful things and it's
often overlooked is just gettingthose teams talking to each
other.
Speaker 1 (09:51):
Oh, I love that Simple yet effective.
Right, we're not talking aboutmerging departments or anything
drastic here.
Speaker 2 (09:57):
No, no, no.
Speaker 1 (09:58):
Some good old-fashioned communication.
Speaker 2 (10:00):
Exactly.
Speaker 1 (10:01):
I love it.
So what would that look like inpractice?
Speaker 2 (10:03):
So imagine this your sales team and your marketing
team.
They come together.
Maybe it's once a month.
Okay, just have a quick meeting.
Speaker 1 (10:12):
Keep it casual.
Speaker 2 (10:13):
Yeah, and they talk, they share.
What are you working on?
What are your challenges?
What are your goals?
Speaker 1 (10:18):
I love that just getting on the same page.
Speaker 2 (10:20):
Right, because so often those lines of
communication they just breakdown.
Speaker 1 (10:24):
Yeah, especially when you're busy.
Speaker 2 (10:26):
Exactly so.
Just by having thoseconversations, you'd be amazed
at the kind of alignment thatcan happen.
Speaker 1 (10:32):
It's so true, sometimes just talking can solve
so many problems.
Speaker 2 (10:37):
Communication is key right.
Speaker 1 (10:39):
It really is.
But you know, it got methinking.
Some of our listeners might belike hold on a second.
I'm a solopreneur.
I don't have these separateteams to align, it's just me.
Speaker 2 (10:47):
That's a really good point, and it's even more
crucial when you are all thedepartments rolled into one.
Speaker 1 (10:53):
So for those solopreneurs out there, it's
less about aligning separateteams and more about aligning
the different aspects of yourbusiness, and more about
aligning the different aspectsof your business.
It's about creating thatcohesive, seamless customer
experience.
Speaker 2 (11:08):
Right.
Speaker 1 (11:08):
From the moment someone discovers your brand to
the point of sale and beyond Yep, and doing it all, of course,
while wearing a milliondifferent hats.
Speaker 2 (11:15):
Exactly, and that's where systems come in.
Speaker 1 (11:18):
Oh systems, yes, Love a good system.
It's like having that virtualassistant who's always working
for you, even while you sleep.
But when we talk about systemsin this context, what do we
really mean?
Speaker 2 (11:31):
So think about the tools that you're already using
in your business.
Speaker 1 (11:34):
Okay.
Speaker 2 (11:34):
So maybe it's your email marketing platform.
Right, gotta have them yoursocial media scheduler, or even
like even just a simplespreadsheet, keeping it simple
where you're tracking your leads, or whatever.
The key is to try to connectthose tools to automate as much
as you can gotcha.
Speaker 1 (11:49):
So instead of like manually transferring data from
one platform to another, see ifI can integrate them so it
happens automatically.
Speaker 2 (11:55):
Exactly more example, someone fills out a form on
your website, boom, theirinformation goes right into your
email list.
It goes into your CRM.
You don't have to touch it.
Speaker 1 (12:05):
Love it.
No more manual data entry,that's the dream.
Speaker 2 (12:08):
Right, yes.
Speaker 1 (12:09):
Especially for us solopreneurs who are, you know,
short on time, and I'm assumingthere are some like budget
friendly tools out there thatcan help with this kind of
automation.
Speaker 2 (12:19):
Oh, absolutely.
There are so many affordable,even free, tools available today
that can really help streamlinethis whole process.
Speaker 1 (12:27):
Music to my ears.
Speaker 2 (12:28):
You don't need to go out and like invest in some
complex CRM right off the bat.
Start with what you have.
Speaker 1 (12:34):
Right.
Speaker 2 (12:35):
And just look for ways to get the docs.
Speaker 1 (12:36):
I love that.
Ok, so we've talked aboutsystems, we've talked about
automation, but what other likelow-hanging fruit can
solopreneurs grab onto when itcomes to this whole sales and
marketing integration thing?
Speaker 2 (12:48):
You know, don't underestimate the power of
content.
Speaker 1 (12:52):
Oh, content is king.
Speaker 2 (12:54):
Right, that's where you, as a solopreneur, can
really shine, by creatinghigh-quality content, whether
it's blog posts, videos, socialmedia updates, whatever it looks
like for you.
Right, you're attracting theright people to your business.
Yeah, you're providing value.
Speaker 1 (13:09):
You're building that truck yes, and you're
establishing yourself as anexpert exact and you're
nurturing them through thatsales funnel, all through the
power of content, and the bestpart is that part is that
content works for you 24 seven.
It never sleeps.
Speaker 2 (13:23):
It never sleeps.
Speaker 1 (13:24):
Right yeah.
Speaker 2 (13:25):
So while I'm off, you know, answering emails or maybe
even taking a vacation, dare Isay.
Speaker 1 (13:30):
Oh, a vacation.
Speaker 2 (13:32):
My blog posts are out there, working hard, attracting
those new leads, nurturing theexisting ones.
It's like having a tirelesssales and marketing team, but
it's just you.
Speaker 1 (13:41):
That's the beauty of it Working smarter, not harder,
right.
Speaker 2 (13:44):
Exactly, and I think that's what I love most about
this whole concept of sales andmarketing integration.
It's about, you know,streamlining those processes,
getting all those differentparts of your business working
together in harmony.
Speaker 1 (13:55):
Harmony, yeah, so you can focus on.
Speaker 2 (13:57):
You know what really matters?
Yeah, serving those customersand growing your business.
Speaker 1 (14:02):
Absolutely.
Speaker 2 (14:03):
So as we wrap up this deep dive, you know we've
covered a lot of ground here- wereally have.
Speaker 1 (14:08):
What's the key takeaway you want our listeners
to walk away with?
What's that?
One golden nugget of wisdomthey can put into action, like
today.
Speaker 2 (14:17):
I think the most important thing to remember is
that sales and marketingintegration it's not just this
like fancy buzzword, you know.
Speaker 1 (14:25):
It's not just a trend .
Speaker 2 (14:27):
Right, it's not a trend.
It's a fundamental shift, likehow you think about your
business operates.
Speaker 1 (14:32):
How all the pieces fit together.
Speaker 2 (14:33):
Right, exactly.
Speaker 1 (14:34):
Yeah.
Speaker 2 (14:35):
And it doesn't matter if you're a massive corporation
or just a solopreneur startingout.
It's about breaking down thosesilos, creating a more connected
, you know customer centricexperience.
Speaker 1 (14:45):
Yes, putting the customer at the center of
everything you do, exactlyBecause, at the end of the day,
that's what it's all about.
It is, and the beautiful thingis this doesn't have to be
overwhelming, no not at all.
You don't have to like, do itall at once.
Speaker 2 (14:58):
Take it one step at a time.
Speaker 1 (14:59):
Right.
Start small.
Have those conversations withyour team or, you know, have
those conversations withyourself.
If you're a solopreneur,wearing all the hats, look for
those quick wins with automation, those things that will make
your life easier and just youknow, focus on creating valuable
content.
Speaker 2 (15:16):
Provide value.
Speaker 1 (15:17):
Yes, and I think the results will speak for
themselves.
They always do.
They do Well.
This has been an amazing deepdive, so insightful.
Thank you so much for joiningme today and sharing all this
wisdom.
Speaker 2 (15:29):
Oh, it was my pleasure.
Speaker 1 (15:30):
Thanks for having me, and to all of you amazing
listeners out there, thank youso much for tuning in.
Remember you've got this Takeaction experiment and watch your
business grow.
Until next time, keep thosesales and marketing engines
firing on all.
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