010 Get your CRM systems in place with Steven Logreira

Published: Oct. 14, 2020, 8 a.m.

This week's guest, Steven Logreira, is the founder of the Sales Process Automation Systems.

He is a tech wiz, an automation expert and a seasoned sales professional.

A Computer Engineering Graduate from the University of Florida with a minor in Business Administration. He started his career working for IBM as a Technical Sales Specialist. His forte is automating systems and processes in a way that impacts productivity and boosts revenues.

He is a whiz at creating automated profitable sales processes that save you time and don't let prospects slip through the cracks.

We talked about...

>> The glue between generating leads and closing the sales call, aka your CRM system

>> How to start your CRM system from scratch

>> How to make sure none of your prospects/leads slip through the cracks of your CRM

Episode Links and Mentions:

Automate My Process

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Full Transcript:


Hello, thank you for joining me. You're listening to the profitable content marketing show. In this episode, I speak to my guest, Stephen lo Guerrera, who is the founder of sales process automation systems. He's a tech Wiz, an automation expert, and a seasoned sales professional. I invited him here on the podcast because he is a whiz at creating automated profitable sales processes that save you time.


Prospects slip through the cracks. So if you're a coach, consultant or a service provider, get ready to get, Steven's help creating your CRM system. Let's dive right in.


So hello, Stephan. Thank you very much for being with us today on the profitable content podcast. I have invited Stephen to speak. Because he specializes in helping us close our leads. And as we know for coaches, consultants and service providers, as well as many other businesses, because we all lead needs and we all have to close them, making sure that we close all our leads and not leave any money on the table.


It's very, very important. So Steven is going to help us get through this process today. So Steven, can you help us get to know a little bit better? Hey, Stephanie, how you doing so glad to be here and to be part of your tribe and get hopefully by the end of this talk though, they'll have a little bit more knowledge as to really a very important piece that is, I, I think it's so important and quite often overlooked, you know, in, in, in business.


It's by the Williams, especially I find within the coaches and consultants and service providers, and everybody's focusing on lead generation. How do I, how do I get leads? How do I get leads? How do I get leads? But then what happens with those leads? Right? And then another industry that's really big within, within this is teaching people how to close.


Right. What do you say in the conversation? You know, how do you overcome objections and all that stuff? And there's so much training on that as the same as in the marketing side of things, right? There's this piece in the mood, I call it the glue between lead and actually having that sales conversation.


That's really the sales process. When a lead comes in, how do you manage that lead? How do you keep track of that lead from when it originally comes in all the way to when you have that sales conversation and then out of that conversation, there's three outcomes. Yes, no, maybe if it's yes. Do you actually have a onboarding process?


You know, how do you charge money? How do you get your, the...