Supercharge Your Sales System with this App

One of my biggest hang-ups in life is that I hate redoing work. I honestly am not sure where this comes from, but my loathing of duplication drives some interesting behavior. I won’t submit a form I’ve filled out online until I’ve copied all my answers. I only use software apps that save automatically and have automatic versions I can go back to, just in case (thanks Google docs!). I create templates for everything. All of my files are online so I can get to them anytime & anyplace.

It is pretty debatable whether this behavior is helpful or harmful, as sometimes I’m putting more time into creating the process that I would spend just doing the thing. Either way, you benefit because it causes me to search out ways to create such things as Global Smart Templates.

Global who-the-what you say? Let me break it down:

• Global – able to use anywhere
• Smart – intelligent, can adapt & change, pull in information
• Templates – a set of text that is created for a specific purpose and can be used again & again

Okay, now that we are on the same page, you might be wondering what this has to do with supercharging sales systems. And it all goes back to me hating to re-do work AND the power of consistency. 

Mastering Communication Touchpoints in Your Sales Process

When you are interacting with prospects in your sales process, you have specific communications that get sent at certain points in the process. For example, the email you send to ask a prospect to book an initial consultation. The email they get back after booking that call. The reminder emails that get sent leading up to the consultation. The follow up email you send after the call. A rebooking email in case they need to reschedule, or a referral email if they need to contact one of your partners. 

Maximizing Efficiency with Email Templates

While writing each of these emails isn’t rocket science, recreating each of these emails from scratch every time isn’t the highest and best use of time & energy. Here is where templates come into play. And yes – before you even get started about personalization – of course you will likely customize the message. The point here is that you can spend 30 seconds customizing the template as opposed to 5-minutes typing it up from scratch.

The other benefit of templates is consistency. Using templates means that the tone and verbiage that the prospect encounters is consistent. And when changes happen in the organization, maybe a new scheduler is being used, or the days needed to create a proposal changes, that can just get updated in the template and no one needs a memo about a new cover sheet for their TPS report.

Centralizing Your Arsenal

You might already be using these kinds of templates, and if so – high five! But where do you keep them? There are great template solutions in Outlook & Gmail, but what if you need to send the email out of your CRM or project management system? Sure, you could have a document with all the templates, but that means finding it and copying & pasting. This is where “Global” comes into play.

Global

In our journey towards supercharging sales systems, we’ve discovered that every app we use runs in a web browser. Thus, a browser extension like Text Blaze that manages our templates becomes a game-changer, allowing us to leverage these templates across every software program we use. The browser extension we use to get “global” templates is called Text Blaze. It is a Chrome extension that enables us to create templates that we use for consistent prospect & client communications.

Smart

Now, about the “Smart” part of Global Smart Templates. Text Blaze not only manages templates, but allows you to use variables, auto populate dates, insert from your clipboard, designate where the cursor ends up and has even more functionality to intelligently adapt and modify your templates.

Here’s one example of using the clipboard insertion: in the template we created to deliver a proposal to a client, I simply copy the link to the proposal before I insert the template, and the link gets put directly into the template in the right place. In the Pro (paid) version of the product, you can have it pull data from a table, so it could insert different appointment links based on the salesperson and type of client.

Templates

By using our Global Smart Templates in Text Blaze, we’re not just enhancing communication; we’re supercharging sales systems for unprecedented efficiency and consistency. It is especially powerful in the sales system as it takes less time & effort to clearly connect with clients and ensure they have all the information needed to take the next step. It eliminates misunderstandings and enhances the client experience while reducing the effort needed to create the experience.

If you’re interested in trying it out, go to fieryfx.com/get-blaze. 

That’s a wrap on Season 5 of Elevated. We’ve examined pretty much every aspect of a sales system, from why you need one, to how you use it and even which CRM to choose. Season 6 planning is in the works, so stay tuned to find out what we’ll be digging into next season.