Is there anything better than finding a great new tool? One that is easy to use and makes your life easier? I’ll freely admit that I’m a bit of a geek when it comes to stuff like this… but I wanted to share with you today 3 tools that we’ve recently starting using and LOVE.
If you have conversations as part of your enrollment process then you can appreciate the value of a good CRM tool.One that keeps track of all of your people, conversations and follow-up. (If you don’t have good tracking you will lose sales! Simple as that)
Being an Infusionsoft user we have relied on their CRM for years now, and although functional it wasn’t always that “friendly” to use. They don’t have great reporting and it’s never been easy to get an overview of conversations and status.
A friend recommended Pipedrive and we fell in love. Pipedrive is visually appealing – their layout makes it fun to use AND allows you to see the “money on the table”. You can also customize your pipelines and stages to match how YOU like to run your sales process. For the first time ever in my business I feel like we have a real handle on our sales (which is HUGE given that most of our business comes to use via conversations.)
Once we fell in love with Pipedrive we had a bit of a dilemna… which leads me to our next favorite tool.
We still use Infusionsoft to manage all of our lists, registrations and new leads. (ie: When we run a webinar, all of our attendees are tracked in Infusionsoft). We needed to find a way to move leads from Infusionsoft to Pipedrive, and I hated the idea of doing it manually. (Not only is that added work on our plate, but pretty much a guarantee that stuff would be missed.)
Enter Zapier, an amazing tool that connects the web apps you use to easily move your data and automate tedious tasks.
Here’s how it works – a new contact comes into Infusionsoft and we “zap” their information over to Pipedrive. How cool is that?? (I almost thought it was too good to be true until I saw it in action.)
Now we haven’t done this yet, but you can create zaps between all kinds of different programs out there – check out their website to see all the options.
Design is important to me – if something doesn’t look good it feels ugh. But I’m not a graphic designer so I can’t whip up great graphics that easily.
Yes, I have an amazing designer I work with on bigger projects but from time to time we just need something quick and awesome for social media posts, Facebook Ads and so on.
I found Canva a few months back and I squeeled in glee – it’s an online tool that allows you to create REALLY GREAT graphics in minutes using their templates. No talent required – just pick the type of graphic you want and away you go. Plus it’s super inexpensive to use – just $1 per graphic (or free when you upload your own images.)
We use alot of stock photography for our newsletters, presentation and such. In the past we would buy credits at certain sites and download photos when needed. Bigstock takes a different approach – instead of spending credits (sometimes ALOT of credits) on an image you get a monthly flat-fee subscription to download ANY images you want – any size – up to 5 (or more!) a day.
It’s not the cheapest option out there – if you don’t use alot of images may not be worth it for you – but they have GREAT photo selection and it’s just plain fun to shop around (I will go download stuff just for fun even when I don’t need it for a specific project.)
How about you? What are you using these days that you love?
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PS – I’m not making an affiliate commission on any of these recommendations, just sharing what we use and love.