From fast insurance verifications to B2B loyalty, Jordan Sheffield shares SaaS growth, trust-building sales tips, and the tools reshaping the future of CRMs.
Chapters
- (00:00:00) - Street Level Marketing: How They Made It
- (00:01:23) - Verify tx
- (00:03:56) - Sales Training: Business to Consumer vs. Lab
- (00:04:57) - Compete with Your Competitors
- (00:05:40) - What strategies have you found to reach potential clients?
- (00:07:49) - What mistakes do sales reps make when they're starting out?
- (00:09:39) - How social media changed your approach to lead gen
- (00:12:11) - How to Navigate the Client Relationships
- (00:20:25) - How Do You Handle Internal Expectations?
- (00:21:57) - Onboarding a New Customer: How to Start the Process
- (00:25:07) - How To Keep Your Clients Happy
- (00:29:29) - How do you balance chasing new accounts versus the nurturing existing relationships?
- (00:30:52) - Inactive Accounts and how to react to them
- (00:32:09) - Have We Found a Good Fit for Our Company?
- (00:33:08) - Is IT Risk Management Important for Healthcare?
- (00:34:49) - How to Leverage Software as a Service
- (00:37:14) - SaaS Sales & Technology: The Future
- (00:42:34) - Five Must-Have Tools for Effective Communication
- (00:45:31) - The biggest challenge facing software sales
- (00:47:26) - How to Contact Jordan Sheffield
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