1:13 - Yeah, so UniqueHR is what's called a PEO company, a professional employer organization. . . . we help businesses get really laser-focused on their mission by taking a lot of the what's called transactional human resources functions of a business, taking those off their plate. A lot of the liability, the government compliance, consolidating a lot of the different vendors that some companies use for workers' comp and medical insurance and payroll. We put those in one place. And again, the goal being that they can streamline what they do. Nobody gets in business to do those things, but the government will show up at your door if you don't do 'em and you don't do 'em well. So we help businesses just focus on their mission by taking those things and the liabilities related to them off their plate.
3:02 - We really put an emphasis on the personal customer service, personal relationships. There are bigger entities in our space. They're bigger companies and there's nothing wrong with that. But oftentimes when you get to a certain size, you're gonna lose some things. So we really focus on developing the personal relationship with businesses, really being aware of what's going on in their business and communicating that across our organization to make sure that it's not just this one person that knows. . . . you call the corporate office, you get a human. They're gonna answer phone; they're gonna direct your call. And so that's where we really set ourselves apart and are unique - that customer service.
4:47 - We use it . . . in what I assume is the traditional functionality - the CRM component.
5:16 - So what I imagine in my limited use and experience is the very mainstream bare bones or mainline functionality of tracking prospects.
5:55 - I hadn't used it before and I think Unique is relatively new in the Salesforce world as well. We as an organization have some maturing and learning to do, and then I certainly do as well.
7:28 - Not that I'm aware of. I think we have some of our leads . . . come from . . . health insurance. So we provide medical insurance. We have another bad pun: we have a unique way of administering and offering those benefits. So there's some paperwork that's filed that becomes public knowledge related to renewal dates. And my understanding is those are manually pulled and entered.
I've since learned from talking to [Banjaxed] that there is a potential for automation. I believe there are even some things that in my role that I could automate that I need to become aware of . . .
But yeah, right now, as far as I know, it's pretty much all manual.
8:54 - Yeah. I have not jumped in enough to the training. I'm in that stage where I'm doing the I don't know, the baseline stuff to get me through.
I need to take some time to learn. There's probably some automated things I could do or some better ways. The times that I have tried to utilize a resource that's literally just me googling it, which usually leads me to Salesforce documentation, which I've found as a novice Salesforce user can be a little I don't know if overwhelming or just a little confusing . . .
9:55 - I think I've looked at some YouTube videos, so not leveraging the options as much as I should.
10:44 - . . . being more well-versed, more knowledgeable about it, not only could help me in this role and career-wise and being more productive and efficient, I think that's something that everyone faces and talks about. There's so much connectivity that almost hinders you in a way. You get distracted by social media accounts and your phone blowing up. And so that's something that has been on my mind yeah, how do I get more efficient?
11:20 - So anything that I can automate, I'm for.
12:06 - I know right now I don't think we're really leveraging a whole lot of inbound marketing, and I know that's something that's on our radar. And so right now it's a lot of just outbound, a lot of cold calling and prospecting. And so definitely like the things you mentioned of being able to have some inbound and some marketing pulling into the sales side and being automated I'm all for it.
Anything, again, we can automate and set up it's cool, but more importantly, it's effective and beneficial.
14:46 - I am getting into, I believe it's called Trailhead. . . . Learning more. Improving my education in Salesforce. Learning more, getting more efficient. Again, anything I can automate.
14:59 - One of the features that I really like right now is the ability to email out of Salesforce because it documents it, but it also has some ability to see if people have opened that email or not. And in sales, that's super important to my strategy of. . . . I don't know if they actually read it. But I know they clicked on it even if it was inadvertently or hey, I've sent this person two emails, they haven't opened it. [A] third email may not be the best bet. Like what is my strategy? . . . I'm sure there are some more features in that kind of realm that I could utilize.
15:37 - . . . The biggest is getting more efficient. And then going back to what we said earlier, hopefully as an organization, maybe here in the next six to 12 months, we would start doing some of those inbound things, which I may or may not have a part of, but I will certainly, benefit from. So that'd be my agenda.
17:01 - The two things I would say . . . what you need to do is get into those learning modules and learn.
17:21 - And Salesforce reminds me of the Adobe environment. It's very powerful and when you open it, it can be overwhelming to some people. So I would just say don't let it intimidate you. Like for me, using a fraction of the power and it's working and I'm getting through it. I wouldn't say it's confusing, but there's a learning curve. So if you're new, just don't get intimidated by it.
17:41 - Like everything else in life that you've gone through, you'll figure this out too. . . . Don't be intimidated. You'll figure it out. It's got a lot of power, a lot of benefits, when you get the hang of it.
