# What is the best way you've found for selling marketing automation/CRM services to prospects/clients?

We have pitched SharpSpring to a former client and a prospect so far.  They have shown interest, but haven't fully committed yet.  The goal is to sell SharpSpring to a few prospects/clients so we get consistent monthly recurring revenue, and essentially get SharpSpring for free.

##### Post Metadata
- Posted at: over 6 years ago
- Author title: Account Executive at The Verdi Group
- Net upvotes: 3


## Comments
### Comment 1

Your customer success manager will help you secure some clients. They're willing to jump into demos and help show the client how it would impact their business. Mine has been a big help.

##### Comment Metadata
- Posted at: about 6 years ago



### Comment 2

As a client who purchased SharpSpring, I can tell you that the decision to purchase came from a need for information and functionality that the agency couldn't delivery otherwise: visitor identification, life of the lead, pipeline inventories, etc. (In my first role, I never touched SharpSpring directly, it was all handled by the agency.) So be aware of all the stakeholders, their various pain points, and deliver solutions accordingly. Good luck!

##### Comment Metadata
- Posted at: over 6 years ago
- Author title: Marketing & Communications Executive



### Comment 3

It's like the old hanging a picture analogy. People don't want the drill but they need the drill to get the hole. So speak in terms of the results that your prospect will receive as a result of the SharpSpring software. How will you use the platform to help deliver your client results?  

An exception to this is the CRM. We had a prospect come back to us after hearing about the CRM and essentially sold themselves our services because they had a strong need for a CRM to replace several CRM's they  were using. 

##### Comment Metadata
- Posted at: over 6 years ago



### Comment 4

In our 6+ years of selling SharpSpring, it's not all about the software. You need to understand the clients business model, sales process and existing in-bound marketing / lead-gen strategies so that you can show in a live demo how your prospect will customize and leverage the platform. If the prospect doesn't visually see how their pain points will be solved, it will be difficult to close the deal. As for the 30-day free trial concept, I don't believe in this. To setup SharpSpring or any integrated marketing automation and CRM/Sales platform correctly, you need 30-60 days for the setup/training phase.

##### Comment Metadata
- Posted at: over 6 years ago
- Author title: Helping Established Companies Scale by Leveraging Marketing Automation to Maximize & Connect Their Sales & Marketing Efforts 👍 Tips in Summary Below



### Comment 5

SharpSpring allows you to put a new client for no cost for 30 days. You will have to invest a little of time in account setup, but if you can run a few campaigns through during that time period and show them results, then it might be easier for them to sign on the proverbial dotted line.  I also frequently conduct demos to prospects in the live system (showing another client's instance and results, with the client's permission, of course!)

##### Comment Metadata
- Posted at: over 6 years ago
- Author title: Founder at Kokua Creative Group



### Comment 6

Give services to make the customer journey for them. The most channels consolidated in the platform better results will you deliver.

##### Comment Metadata
- Posted at: over 6 years ago
- Author title: Afiniti.marketing- CRM Direct Plus




## Related Product
[Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews)

## Related Category
[Marketing Automation](https://www.g2.com/categories/marketing-automation)

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