Podio SUCKS. Anything better out there?!

[Account Closed]

Im looking for automation without the intense levels of nerdery required with Podio/Globiflow? Suggestions?!

[Rohan Karunakaran]

Hey @Account Closed, to your point, the task assignment & management functionality in Podio is helpful so employees can stay organized and prioritize their work - i.e. call back leads, schedule appointments, create sales comps reports, etc. We’ve found it also provides transparency and accountability for the whole team, and oversight to business owners.

In terms of automated workflows, a good example of this is automated follow-up sequences. As an example,  have different follow-up sequences for Hot Leads (motivated sellers), Long-Term Leads, Cold Leads, etc.

For hot leads, we automate a personalized text message and ringless voicemail (via Slybroadcast) every day for the first 10days, then move to a bi-weekly cadence for the next 6months. For long term leads, we'll alternate email and text message on a monthly cadence for one year. The key is to stay top of mind with Sellers so they'll contact you when they're ready to sell. We've found the ROI of text and ringless voicemail is phenomenal as well. At the end of the day, you're spending a couple bucks per lead. Even if just 1% convert to an offer, you're making money hand over fist.

One of our customers has taken this a step further. He has four sales people and has setup personalized follow-up sequences for each sales person. So all of the voicemails are recorded in the salesperson’s own voice and come from their own Google Voice numbers and the text messages are personalized as well.

And this is just for one of the five markets he operates in. He just manages the system and inserts himself as needed to provide some coaching or help close a deal.

You can think of follow-up sequences as your army of robots that are following up on your behalf.

Hope this is helpful and happy investing!

Rohan