Talk to Close Experts

Talk to mentors from these amazing companies

Foti Panagiotakopoulos

Founder at GrowthMentor
This is by far my favorite sales CRM. But mostly because it stays out of your way. It doesn't have feature bloat, and lends itself very well towards custom process building by integrating it with other tools, either via API, or Zapier (well, that's also API, but you get the point :).

Mark Colgan

B2B SaaS | Outbound Sales, Product Onboarding, Brand Building via Podcasts & Marketing Automation | Techstars '18
I'm familiar with Close.io although I haven't used it as extensively. I provided an audit of how a B2B SaaS company could optimise their processes and workflows to increase pipeline velocity. Very impressed with what I saw.

Scott Cowley

I help founders who sell, but aren't *sales*people, build repeatable processes that win
Close is great for a specific use case. If you're looking for something simple, for a small sales team, and you don't want to get bogged down in all the bells and whistles then Close might be for you. Personal I find it limiting once you have more than 2 people selling or if you want to add automation of any kind, plus the reporting must be exported. All in all I know a lot of people very happy with Close and I work with it often with clients.
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James Gill

CEO of GoSquared – focused on product and growth
Used Close.io at GoSquared for many years to manage email communication and sales pipeline for our sales deals. Using many features including reporting, and email templating and sequences.

How does it works?

Step 1. Browse mentors

Browse through our list of mentors using the filters. Make sure to read their profiles and reviews in depth, and make your choice.

Step 2. Send session request

Found the perfect mentor for you? Awesome, time to request a call. Tell them a bit about your situation, choose a time, and get it set on your calendar.

Step 3. Get on 1:1 call

Time for the call, yay! Make sure you show up on time and prepared to make the most out of it. Pro tip: Ask your mentor if it’s ok to record the screen so you can take notes later.

Why talk to a Close.com expert?

Close is an “all-in-one” sales productivity platform built to help you close more deals. Great for high-velocity sales pipelines.

How a growth mentor can help you with Close:

  • You’re overwhelmed by the huge amount of choice in the CRM space and want to get a 1:1 review of Close from a power user
  • You just signed up to Close and you want to get started using best practice methodologies
  • You’re integrating Close with other business systems and are considering using Segment or direct API and need some guidance since you’re non-technical.
  • You’re using dozens of other tools along and want ideas on how to increase ROI by leveraging Zapier to tie them together intelligently
  • You’re paying a lot for Close and are only using a small % of available features and aren’t too happy about it, you’re keen to increase your utilization
  • You’re curious how other startups are using Close in their sales departments

Whether it’s your first time setting up a CRM or you’re an experienced Close.com user that’s been using it for years, it can’t hurt to speak to other Close.com experts to get their take on how to maximize the impact of this super CRM.

Related Use Cases

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Frequently asked questions

Have a question you don't see here? Ask us on live chat!

We have a very detailed filter system for you to sort the mentors. Filters like areas of expertise, tools, language, price and industry.

Members can also post a help request and have mentors apply to help if they feel they are a good fit.

Then the third option is to just ask us! Give it a try right now and ask us on live chat 🙂

Three choices:

  • Skype
  • Zoom
  • Google Hangouts

Mentors and mentees are able to set their communication tools in their profile settings.

It is a good idea to connect with the other person once the session is accepted and the details are given. This ensures that the correct details were given and when it is time to start, you can start on time.

Here are some tips on how to get the maximum bang for your time on growth mentor calls.

  • Come into this with realistic expectations. They’re mentors, not magicians.
  • Ask your mentor if they’d be cool with you recording your screen with Loom
  • Give contextual information to help paint the picture of your current situation.
  • Growth mentors will be asking you lots of questions, answer them as honest as possible.
  • Don’t be afraid to push the boundaries of question asking. Be inquisitive. Stories are gold.
  • Don’t feel pressure, just relax. There’s no right/wrong way to do this. Avoid binary thinking.
  • Try to form mental patterns, especially if you speak with multiple mentors. Pay attention to metadata.
  • Embrace alternative views. Ask the mentors to play devil’s advocate and challenge your assumptions.
  • Be friendly and authentic. If you’re likable, the mentors will be your biggest supporters (even after the call is over).

Yup! Many of the mentors offer monthly coaching packages for members who want to really dive deep into a specific area.

Each mentor creates their own package so what they offer and the price vary from mentor to mentor. You can find their coaching info at the top of their profile.

Join the community

Enjoy the peace of mind that advice is always only one Zoom call away.