From fast insurance verifications to B2B loyalty, Jordan Sheffield shares SaaS growth, trust-building sales tips, and the tools reshaping the future of CRMs.

• (00:00:00) - Street Level Marketing: How They Made It
• (00:01:23) - Verify tx
• (00:03:56) - Sales Training: Business to Consumer vs. Lab
• (00:04:57) - Compete with Your Competitors
• (00:05:40) - What strategies have you found to reach potential clients?
• (00:07:49) - What mistakes do sales reps make when they're starting out?
• (00:09:39) - How social media changed your approach to lead gen
• (00:12:11) - How to Navigate the Client Relationships
• (00:20:25) - How Do You Handle Internal Expectations?
• (00:21:57) - Onboarding a New Customer: How to Start the Process
• (00:25:07) - How To Keep Your Clients Happy
• (00:29:29) - How do you balance chasing new accounts versus the nurturing existing relationships?
• (00:30:52) - Inactive Accounts and how to react to them
• (00:32:09) - Have We Found a Good Fit for Our Company?
• (00:33:08) - Is IT Risk Management Important for Healthcare?
• (00:34:49) - How to Leverage Software as a Service
• (00:37:14) - SaaS Sales & Technology: The Future
• (00:42:34) - Five Must-Have Tools for Effective Communication
• (00:45:31) - The biggest challenge facing software sales
• (00:47:26) - How to Contact Jordan Sheffield