demobook

CRM Coach: AI Tutorials & Prompts

CRM Coach
CRM Coach
@gocrmcoach
209 subscribers16.2K views20 videosUnited States

Most CRM implementations fail. Not at setup—at adoption. Teams spend months configuring the perfect system and six months later the CEO is asking why nobody updates their deals. I've seen it hundreds of times. This channel exists to break that pattern. I'm Mike. Here's the YouTube version of what I do: I tell you what actually works, which platforms fit which situations, and why most "CRM best practices" create systems nobody uses. EXPECT: - Platform comparisons without the affiliate spin - Hubspot tutorials and implementation deep-dives - Process design that real sales teams will follow - Hard truths about what CRMs can and can't fix PLATFORMS: HubSpot, Salesforce, Pipedrive, Zoho CRM, Freshsales, Close, Copper, Attio, Less Annoying CRM, Insightly, Salesflare–and whatever's worth evaluating next. 📊 Free Assessment: https://crm.coach/assessment 🏔️ Hubspot Projects: https://peakleverage.com

CRM Coach Tutorials

4 demos
Dec 2024 · 1.2K viewsCRM CoachCRM Coach
0:421:38Pipedrive
Configure Pipedrive Chatbot for lead qualificationShows how to customize the chatbot's appearance and build a logic flow to qualify or disqualify website visitors based on their responses.AI inbound qualification
2:500:25Pipedrive
Setting up Live Chat in PipedriveDemonstrates adding a live chat card to the chat bubble to connect website visitors with a human sales representative.AI inbound qualification
3:201:17Pipedrive
Prospecting with Pipedrive LeadBooster ProspectorWalks through using filters like job title, location, and industry to find leads within Pipedrive's 400M+ profile database and add them to the CRM.Build a list from ICP filters
5:191:27Pipedrive
Creating and embedding Pipedrive Web FormsShows how to create a contact form from a template, customize it, and either share it via a direct link or embed it on a website using code snippets.Sync leads to CRM