Podcasts about pipeline deals

Episode Type: Inspirational People Welcome to another Inspirational People episode. In this conversion, I'm chatting with JP Werlin, the CEO, and Co-Founder of Pipeline, a cloud-based CRM system for building client relationships, growing pipelines, shortening sales cycles, and increasing business revenue. JP is also a husband, dad, and intentional builder of teams. JP co-founded his company with Nick Bertolino in 2006. Within a few years after launching the company, I stumbled across Pipeline (which was Pipeline Deals at the time) and became a fan and vocal ambassador of their CRM system during my Noodlehead Marketing years. I was always impressed by their ability to anticipate their customer's needs and proactively develop to fill them. Today, we explore different facets of JP's entrepreneurial journey, how he works smarter and lives better, the importance of mentoring, how stories have shaped him, and other bits of wisdom as we navigate the challenges of life. Connect With JP Connect with JP on Social Media: Linkedin | Twitter Check out Pipeline CRM's website here. To check out the video version of this discussion, visit this URL. --- Support this podcast: https://anchor.fm/sharelife/support

Another dope interview with one of our amazing vendors from CannaCon Seattle, this time we're sitting down with Jon Englund of Pipeline Deals to talk how he's using software to make your Cannabis business more profitable, smoother running, and more successful!

Watch the video podcast here. A Bit About Jason Jason and his partner Dylan Kuhn co-founded a creative agency called Vernal based in Vermont. At the time of this podcast in 2015, they had just transitioned from agency to product with the release of the plugin Postmatic. Tune in around the 5 Minute mark to find out how Jason got started with WordPress as an early adopter and grew his business.  Working With Not-For-Profit Organisations Jason's agency, Vernal, makes content managed open source websites for medium to large not for profit organisations. There’s a myth that there’s no money in the not-for-profit sector, but it isn’t true - they are like any business, but they are funded just happen to have a different tax status. Jason chose this as his niche because he wanted to find work that he believed in and was passionate about. He also found not-for-profits easier to work with because the people are generally kind, understanding, patient and sometimes used to not working in a 'not so efficient' environment. Find a Niche How do you battle the fear of missing out when you pass on projects that aren't in your niche? Jason says that they were pretty lucky and didn't often get dry spells without work. He adds that if you pass on something, it usually works out in the end anyway. Jason says one of the key factors in this was that they always made sure their customers were really happy. This then leads to a lot of referral work. It also helps to work in a niche such as not-for-profit because people tend to bounce around to different jobs within the not-for-profit arena.  So once you have those solid relationships, that person will recommend you to the next organisation. Transitioning from Client Services to the Product Space Postmatic is a plugin that enables 100% email base commenting, post notifications, and you can reply to a comment by email and it replies back to the web. It also sends emails for posts, digests, newsletters, and comments without changing your workflow. The transition happened at a time where they were taking on large projects that would last around 12-months and it felt like shaky ground. However, they didn’t want to go back to a lot of small projects either so they decided to give Postmatic a try so they could have a regular cash flow and not have to secure job after job. Tune in at the 28-minute mark to find out why they chose to develop Postmatic and how it works.  The Importance of Building Relationships When it comes to getting new client work, Jason says that they didn't do big proposals. Instead, they do phone calls and estimates. He would try to find some kind of personal connection to the potential client, which is easy when you work in a niche because people usually know each other - find out who they might know, get on the phone and sell the job that way. He has even been able to win big jobs with just a phone call! When Jason makes a phone call, most of the call is about how they’re doing, how is the family etc. Then 40% of the call will be about business. Be sincere and just talk to people like they’re humans. Bring an element of your offline life into your business and persona. Don’t try to be too professional. Be yourself. And to wrap up this informative podcast, here some of the key takeaways... Spend time offline and in nature to find your balance Know who your customers are, what makes them tick and what they’re thinking To find customers, have a good niche and do quality work in that niche and the clients will come Don't worry about competing on price. Ignore the competition, do your best work and charge a fair price that takes care of you and your employees When Jason was doing agency work they used Pipeline Deals as their CRM and really liked it Reach out to old customers when you need more work and let them know you are happy to do some work at a 20% discount[/wpecallout]

EP17: Christian Militello Shares How Building Company Culture Increases Bottom Line SUMMARY: In this episode of DYB, Steve Interviews Christian Militello; Owner and Operator of Militello Painting & Pressure Washing.   Since his youth, Christian has always taken after his grandfather in handyman work. When Christian decided that college wasn't his desired path, he ended up leaving to begin painting and pressure-washing for a friend.   After-hours, Christian built up a client base large enough to quit his job, growing Millitello Painting & Pressure Washing up until today.   Enjoy this episode as we dive into Christian's background, Company Culture, and implementation of the DYB System.   -- WHAT YOU'LL LEARN: -How has Christian created an exceptional company culture at Militello Painting? -How has the implementation of the DYB system significantly helped Chrisitan's hiring process? -What tools and systems does Christian use to help streamline his business?   -- QUOTES: "Some shifts for us were to be more structured. Having a repetitive system, and starting from basics." "Go with your Gut." "Stay top of mind." "When guys would start complaining about someone else, instead ask 'what can you do to help this person?' Immediately nip the negativity in the bud." "Really your company culture comes from yourself."   -- HIGHLIGHTS: 4:54 What was Christian's biggest challenge when starting the business? 9:04 What was the biggest paradigm shift for Christian in running the business? 13:39 Which DYB system led to the greatest results for Militello Painting? 16:17 How does Christian get most of his leads? 19:00 How does Christian instill a great company culture? 33:22 Christian leaves the listeners with parting advice.   -- LINKS & RESOURCES MENTIONED IN THIS EPISODE: The DYB App   DYB 11 Interview Questions   Traction - Gino Wickman   E-Myth -  Michael Gerber   Go-Giver - Bob Burg   The 10x Rule - Grant Cardone   YouCanBookMe   Acuity Scheduling   Zapier   PEP Estimating Software   Responsabid   Pipeline Deals   Allclients CRM   Group.me   Basecamp 2   Wunderlist   Grasshopper   Hubdock   TSheets   ReviewBuzz ADDITIONAL FREE RESOURCES: Join DYB DYB System PDF EP01 9 Steps to Doubling Your Business Part 1 52 Blog Post Ideas PDF YouCanBookMe VIDEO Pre-qualifying Questions PDF Video Testimonial Checklist PDF 3 Steps To Get Leads From FB PDF 11 Interview Questions PDF 9 Ways To Get HOA Work PDF Connect with Christian Militello on Facebook here Connect with Steve on Facebook here Thank you very much for joining us today! If you received value, would you take a quick few seconds and leave us a review on iTunes, please?

Over the course of the last 10 years, we’ve seen the current generation of sales and marketing leaders rightfully think that software will help with their jobs. But software is no silver bullet. You have to approach the issue with eyes wide open. The day your sales spreadsheet breaks, that’s the day you go looking for a CRM solution. Yet, if you don't know what you’re doing, software won’t help you. In this episode, JP Werlin, Co-Founder & CEO of Pipeline Deals, talks about why technology won’t solve your sales problem.