Workflow and sales techniques from the co-creator of ACT! – with Pat Sullivan
I’ve got an entrepreneur who has been focused on CRM for decades.
What used to just be address books has became much more powerful. CRM allows you to keep track of who you are interacting with to build better relationships and to close more sales.
Today’s guest got into the space because he was a sales person who learned that collecting information about his customers and prospects helped him close more sales and do better business.
Pat Sullivan co-created ACT!, which is the software that I used when I was still in school and working for Dale Carnegie. One of the first things they did was hand me ACT! and they said, “Here, use this. Whenever we talk to a client, make notes about what we learned about that client in here so that you have it for yourself so other people on the team have it for themselves too.”
He’s since created two other companies, Saleslogix and Ryver, a team collaboration software that makes it really easy for teams to communicate with each other.
Pat Sullivan is the CEO and co-creator of ACT! which was sold to Symantec. He since created two other companies, Saleslogix and Ryver, a team collaboration software that makes it really easy for teams to communicate with each other.
Andrew: Hey there, freedom fighters. My name is Andrew Warner. I’m the founder of Mixergy.com. It’s the home of the ambitious upstart.
What that means is that I’ve got an audience of real entrepreneurs who are so determined to build bigger, better businesses that they’re here to listen to other entrepreneurs talk about their stories so that we can all learn from them and use their experiences to grow our companies. I’ve done over a thousand interviews with some of the most successful entrepreneurs on the planet.
And my style is to go deep on the details so that you can actually get ideas that you can use. Of course, you’re not going to be able to use them immediately. I don’t think life works that way. But the way we designed it is we work with each guest to pick out their most powerful stories, the ones that are most useful knowing that if we pass the information on in story form, it will embed itself in your head and you...
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