Unlock the secrets to transforming your CRM strategy with Pinnacle AI's latest advancements. Imagine eliminating the chaos of spreadsheets and separate invoicing systems with just one click; that's what Pinnacle AI's in-platform estimates offer. These updates not only streamline workflows but also enhance security and make your marketing efforts more effective. We'll explore how these innovations, including the seamless transition from estimates to invoices and heightened transparency, can redefine client relationships and save you time.
But that's not all—our episode takes you into the realm of controlled access for WordPress, ensuring your team has just the right permissions to mitigate risks and prevent unauthorized changes. We also delve into messaging automation features that promise to alleviate the dreaded "send" button anxiety. With automated alerts and personalized error responses, Pinnacle AI is setting the stage for effective communication and unified brand experiences. Join us as we unpack these game-changing updates and reveal how they can elevate your business operations to new heights.
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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Episode Transcript
Hey there.
So it seems like you're keen todelve into the latest updates
from Pinnacle AI, specificallytheir CRM moves.
Speaker 2 (00:06):
Definitely a hot topic.
Speaker 1 (00:07):
Well, you've come to the right place.
We're diving deep into theSeptember 2024 updates.
Speaker 2 (00:13):
Fresh off the press.
Speaker 1 (00:14):
Straight from the source, their blog.
Get ready to have it all brokendown what's new and why it
matters.
Speaker 2 (00:21):
All about staying ahead Right, Especially in the
CRM world.
It's a fast moving space.
Absolutely my bet is theseupdates are tackling the big
challenges businesses face, youknow, streamlining those
workflows.
For sure Tightening up security.
Nobody wants any slip ups there, nope.
And let's not forget makingsure your marketing efforts
actually hit the mark.
Speaker 1 (00:40):
That's key.
Speaker 2 (00:41):
Got to pack a punch.
Speaker 1 (00:42):
Exactly so.
First up, let's unpack theseestimates.
Music to my ears.
Honestly, I've lost countlesshours to spreadsheets and
juggling separate invoicingsystems.
It's a mess.
Oh, tell me about it.
But now Pinnacle AI lets yousend those estimates right
within their platform.
Speaker 2 (01:00):
Oh, that's interesting.
Yeah so it's all about settingthe stage right for a smooth
customer journey from the get goExactly.
You're not just throwing anumber out there, you're
outlining the scope, making sureeveryone's on the same page
about costs, right up front.
Speaker 1 (01:14):
Transparency is key.
Speaker 2 (01:15):
Absolutely, and you know, let's be honest, that
clarity can make or break aclient relationship.
Speaker 1 (01:20):
Totally agree.
And here's where it gets reallyinteresting.
Once the client gives the greenlight, bam.
You can convert that estimateinto an invoice with a single
click.
Speaker 2 (01:29):
No kidding.
Speaker 1 (01:29):
No more manual data entry.
That's huge.
No room for typos.
Oh, that's a lifesaver, savesso much time.
Speaker 2 (01:36):
Time is money after all, and this just screams
efficiency.
Speaker 1 (01:39):
Streamlining at its finest.
Speaker 2 (01:41):
Speaking of, let's move on to the granular access
for WordPress updates.
Okay, sounds intriguing.
Speaker 1 (01:44):
This one At its finest.
Speaking of, let's move on tothe granular access for
WordPress updates.
Speaker 2 (01:47):
Okay, sounds intriguing.
This one is all about control.
Speaker 1 (01:48):
I like it already.
Control is good.
Speaker 2 (01:50):
Right.
Specifically, who gets totinker with those WordPress
settings inside Pinnacle AI?
Speaker 1 (01:57):
Ah, so it's like you've got this beautifully
integrated website in CRMExactly, but not everyone on the
team needs to be back theremessing with the settings I want
in there, like maybe you have amarketing intern who just needs
to schedule social posts, notredesign the entire website.
Speaker 2 (02:11):
Or they've been there , done that.
Speaker 1 (02:13):
Yeah.
Speaker 2 (02:13):
And then getting that panic message from the boss oh,
what happened to the website?
Not a fun conversation.
This feature just screams riskmitigation.
You give each team member justthe access they need.
Minimize those accidentalchanges, for sure.
Or, even worse, unauthorizedaccess.
Speaker 1 (02:30):
Absolutely, and you know it keeps everyone focused.
Speaker 2 (02:33):
That's a good point.
Speaker 1 (02:33):
No more going down the WordPress rabbit hole, when
all you needed to do was send anemail campaign.
Speaker 2 (02:38):
Laser focus Love it.
Speaker 1 (02:39):
And, for businesses, super protective of their
branding.
Speaker 2 (02:42):
Which, let's be real, most are.
Speaker 1 (02:45):
Absolutely.
This level of control over thewebsite within the CRM is a game
changer.
Speaker 2 (02:49):
Couldn't agree more.
A unified brand experienceacross all channels that's the
dream, and this feature helpsmake it a reality.
Speaker 1 (02:57):
Okay, now let's talk about a feature I know will
resonate with anyone who's everhit send on an email and then
spent the next hour refreshingtheir inbox frantically checking
if it actually went through themessaging error trigger.
Speaker 2 (03:09):
The dreaded send button anxiety.
We've all been there.
Speaker 1 (03:12):
Oh yes, so Pinnacle AI is stepping in with some much
needed automation to ease thosecommunication worries.
Speaker 2 (03:18):
Tell me more.
Speaker 1 (03:18):
Instead of obsessively hitting refresh, you
can set up alerts for anymessaging hiccups.
Speaker 2 (03:23):
So like a little safety net for your important
communications exactly I like itand you can even program
automatic responses based on thetype of error.
Speaker 1 (03:31):
So no more generic oops, something went wrong
message.
You can personalize it,reassure the recipient, even
inject a little humor, why not?
Speaker 2 (03:39):
it's all about turning a potential negative
into a positive experience foryour customer absolutely
speaking of positive experiences, let's jump into the social
media upgrade, and this one's abiggie.
The new Post Composer, pinnacleAI, knows a clunky social media
tool is just asking forfrustration.
Speaker 1 (03:57):
Ugh, tell me about it .
I've wasted so many hourswrestling with scheduling tools
that just don't seem to get itright.
So what's got you excited aboutthis new composer?
Speaker 2 (04:08):
Well, first off, they've seriously streamlined
the scheduling process Way moreintuitive, user-friendly you'll
love it.
And that preview function.
Let's just say no moreaccidental posts that make you
want to hide.
Speaker 1 (04:18):
Oh the relief.
And here's what caught my eyeyou can schedule video posts
right there in the composer.
Speaker 2 (04:24):
No more jumping between platforms.
Speaker 1 (04:26):
No more workarounds.
It's all right there.
Speaker 2 (04:28):
That's fantastic.
Right, talk about convenient.
Speaker 1 (04:31):
Exactly, and you can even upload mixed media content.
Wow.
Speaker 2 (04:36):
They're really stepping up their game.
Speaker 1 (04:37):
Right, and what I really appreciate is how
Pinnacle AI is recognizing thateverything's connected these
days.
Social media, it's not anafterthought, it's a core part
of your online presence, andthis update really reflects that
.
Speaker 2 (04:50):
They're weaving it into the whole CRM experience.
Speaker 1 (04:52):
Exactly Work smarter, not harder.
Speaker 2 (04:56):
Couldn't agree more.
Speaker 1 (04:57):
They're making it easier than ever to manage your
entire online brand presencefrom one central place.
Love it.
Okay, let's shift gears a bitand talk about email marketing,
because Pinnacle AI has got somereally cool new features there
as well.
First up and this one is hugefor anyone who's ever sent out
an email blast and thenimmediately spotted a typo,
pause or cancel email campaigns-oh, the dreaded send button
(05:20):
regret.
Yeah.
Speaker 2 (05:20):
Don't even get me started.
We've all been there, but itseems like Pinnacle AI gets it.
They're giving us the power tohit the brakes before things go
really wrong.
Speaker 1 (05:29):
Right, it's a lifesaver for those.
Wait a minute.
Did I forget to include thediscount code moments?
Speaker 2 (05:34):
Or the attachment.
Don't forget the attachment.
Speaker 1 (05:36):
Oh yeah, that's another good one.
The worst, but seriously.
No more frantic calls tocustomer support wishing you
could turn back time.
It's all about flexibility andpeace of mind.
Speaker 2 (05:47):
Because, let's be honest, marketing plans, they
don't always go exactlyaccording to plan.
Sometimes you need to makethose last minute tweaks.
And speaking of working smarter, let's dive into pre-built
segments for targeted emailcampaigns.
I'm always on the lookout forways to save time and boost
those conversion rates, and thisseems like a no-brainer oh,
(06:08):
absolutely.
Speaker 1 (06:08):
This feature is all about taking the guesswork out
of email segmentation so,instead of spending hours
manually categorizing youraudience, exactly you can
leverage these pre-builtsegments.
Speaker 2 (06:19):
Target those specific customer groups laser focus
laser precision.
Yeah, it's like having a wholeteam of marketing experts
working behind the scenesanalyzing your audience,
grouping them based ondemographics, behavior,
engagement levels, you name itit's like pinnacle AI has this
crystal ball.
Speaker 1 (06:35):
They're looking into the future of CRM right, giving
users the tools to get ahead ofthe game and that's what's so
exciting.
Speaker 2 (06:41):
you can tell they're not just keeping up with the
trends, they're anticipatingwhat's next.
Speaker 1 (06:45):
Yeah, for sure.
Speaker 2 (06:46):
Not just adding shiny new features for the sake of it
.
They're delivering realsolutions that can actually
transform how businesses operate.
Speaker 1 (06:54):
Completely agree.
So let's do a quick recap ofour Pinnacle AI September 2024
updates deep dive.
Speaker 2 (07:01):
Love a good recap.
Speaker 1 (07:02):
We've covered a lot Estimates, granular access for
WordPress, that messaging errortrigger a lifesaver.
Speaker 2 (07:08):
We'll get that one.
Speaker 1 (07:09):
The new post, composer, pause or cancel email
campaigns.
Speaker 2 (07:13):
So much control.
Speaker 1 (07:15):
Right, and of course, those pre-built segments for
targeted email campaigns.
Phew, yeah, that's quite thelineup.
Pinnacle AI is covering all thebases.
Speaker 2 (07:23):
They've really thought of everything
Streamlining those daily tasks,giving you more control and
empowering those marketingcampaigns.
It all comes back to workingsmarter, not harder, and these
updates, they're proof,absolutely.
Speaker 1 (07:36):
So, out of all these new features, which one has you
ready to jump in and get started?
Speaker 2 (07:41):
Oh, that's a tough one.
There's so much to be excitedabout.
If I had to pick just one, it'sthe potential of those
pre-built segments for emailcampaigns.
That's got my marketing brainfiring on all cylinders.
Right To personalize yourmessaging like that so easily
it's a game changer.
Speaker 1 (07:55):
I completely agree.
It's like a secret weapon foryour marketing arsenal.
Well, that wraps up our deepdive into the world of Pinnacle
AI and their latest updates.
Hopefully you're feeling aspumped as I am to start putting
these new features to work.
Speaker 2 (08:08):
Definitely.
And remember, this is just thebeginning Pinnacle AI they're
constantly innovating, pushingthe limits of what a CRM can do.
Speaker 1 (08:16):
Yeah.
Speaker 2 (08:17):
Stay curious, keep exploring.
Who knows what excitingdevelopments are next.
Speaker 1 (08:21):
Couldn't agree more Thanks.
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