In this episode, I sit down with Josh Lyles, founder of Sales Dash CRM.
HostHe has an unbelievable story.
HostOur relationship started with a cold call.
HostHe started at the front desk at a gym.
HostHe moved to Tesla where he climbed the ranks and he just wasn't fulfilled.
HostSo he started a company built around a CRM product.
HostHis story not only covers the entrepreneurial mindset required to build a company, but also grit and resilience along the way.
HostJosh, how we doing?
Josh LylesDoing pretty well.
Josh LylesGood to be in Cincinnati for the first time.
HostOh, yeah.
HostWell, that one cold call as turned into an awesome relationship we have with you and your team.
HostSo appreciate you making that call that day.
HostLet's talk about the cold call.
HostI think that's an awesome place to start.
HostHow do you find us?
HostWhat made you make that call?
HostAnd I believe you used your CRM.
Josh LylesYeah, I did.
HostTell us about it.
Josh LylesThanks for answering the call.
Josh LylesIt's good to be here.
Josh LylesNow, third.
HostI think I answered the third.
Josh LylesYeah, it was the third one I came across your information on Apollo.
Josh LylesIt's one of the Legion tools, contact database softwares that I was using just to find other freight brokerages that, that we were targeting for CRMs.
Josh LylesYou're just on my list essentially in my CRM.
Josh LylesRight.
Josh LylesOf all my followups and everything that I'm supposed to do.
Josh LylesAnd so I think when I looked back at my first note when we were before recording this, I saw that your title is Supply Chain Leader, which threw me off a little bit because.
HostNot Decision Maker.
HostYeah.
Josh LylesYou know, you have no idea.
HostRight.
Josh LylesI mean, Supply Chain Leader is such a broad title because Supply Chain's rather broad.
Josh LylesYeah.
Josh LylesSo I was just really trying to figure that out and then just, you know, just a couple notes of research and whatnot about Veritas and then the third one you picked up.
Josh LylesAnd I'm not going to say I can't even remember what the opening line was or anything of that nature.
Josh LylesBut I think the biggest thing was just it was the perfect timing.
Josh LylesAnd that's one of the biggest things in sales is just the timing that you're reaching out to somebody.
Josh LylesIt's not a skill necessarily that you can require.
Josh LylesIt's just a fundamental, I would say, of just actually doing the follow up.
Josh LylesYou don't know what time of day, you don't know what day of the week is going to be best.
Josh LylesSome of it is luck of you and Brian actually just having the conversation about CRM the day prior and me just strategically putting my follow up on that day.
Josh LylesAnd actually making the call.
Josh LylesSo there's so many factors that can go into that, but at the end of the day, it's about making the call and just talking to you before beforehand or just emailing you back and forth prior to this is that's where it's worth making the calls.
Josh LylesYou know, you just never know when the timing is going to be right.
Josh LylesIf you have an idea of, hey, this could be the right kind of company to partner with, then great things can happen.
HostIt's funny, Josh, because yes, our relationship started with a cold call, but it has continued to grow.
HostJosh, you're in Nashville, we're in Cincinnati.
HostSo it's not like we see each other often.
HostBut, you know, we do go back and forth a lot.
HostWe saw you at a conference out in Phoenix.
HostWe see more conferences in the future.
HostBut, you know, our relationship has grown.
HostAnd yes, it started with a cold call and you were selling us a CRM, which we did buy.
HostIt's awesome.
HostBut it's grown into more than that.
HostAnd that's why I thought when speaking with Brian, trying to figure out who would be awesome to bring on, you were one of the first people that came up.
HostNot because you created a CRM, because of your story, your mindset.
HostI think that is more impressive than simply going out and starting a CRM.
HostSo I do want to mention the cold call.
HostIf you're like me.
HostI don't enjoy getting cold calls.
HostI work in an industry where we're cold calling people every day.
Josh LylesRight.
HostI get this cold call nine and a half times out of ten.
HostI'm getting off the call like I'm in the middle of work.
HostOur industry is crazy.
HostIt's nonstop.
HostI'm getting off.
HostI'm getting off the call.
Josh LylesSo why do you take the call?
HostYou're opening?
HostI knew you were a person.
HostYou weren't just going through a script.
HostYou had already done your research.
HostI knew you did your research because you hit me with something.
HostI want to say it was something like, Justin, Josh, with Sales Dash CRM, if you're like most companies that are your size, you're probably prospecting.
HostYour sales team might be prospecting off Excel.
HostI'm going to step into the conference room real quick.
HostJosh, you're exactly right.
HostYou're with who?
HostSales CRM.
HostAnd we go on.
HostBut you hit me off the bat where I knew you had done your research.
HostYou knew about Veritas.
HostIt made sense because we were talking about buying a CRM.
HostSmaller companies.
HostIt's a struggle because it's, it's, it's clutter.
HostLike you are operating off Excel.
Josh LylesYeah.
Josh LylesYou're trying to.
HostYou knew.
Josh LylesYes.
HostYou knew our pain points.
HostYou had a product that you simply, you didn't want to.
HostMajor commitment.
HostYou just wanted to show it to us.
HostAnd I think you asked for, you know, 10 minutes.
Josh LylesYep.
HostYeah, absolutely.
Host10 minutes.
HostI already like it.
HostYou've done your legwork.
HostI'll give you 10 minutes.
HostYou get on for 10 minutes and now that's where you seek your teeth in.
HostIt's funny because Josh shared his notes.
HostHe took notes.
HostHe housed them in the CRM.
HostHe sent me a screenshot of it.
HostSo it's awesome to know that other people are out there doing what we do and following the sales cycle.
HostBut the rest is pretty much history.
HostI want to change course here.
HostYou started a company.
HostHow old is Sales dash at this point?
Josh LylesWe've been building for four years.
Josh LylesWe've been freight specific for a year.
HostOkay, where did this idea start?
HostTell us a little bit more about your background.
HostI'll get into some other, you know, mindset type stuff later.
HostBut how did you get to this point?
HostWhere did you start?
HostTell us more about that.
Josh LylesYeah.
Josh LylesSo I never saw sales as a profession that I would go down like growing up, I just played sports, played basketball as a walk on D2 basketball player.
Josh LylesOnly lasted.
Josh LylesWhere'd you play?
Josh LylesAugusta University, Augusta State.
Josh LylesAt the time, I only stayed on a semester just because I just knew that it wasn't going to be my long term thing.
Josh LylesI wasn't going to be able to make money doing it.
Josh Lyles5, 9, 5, 10 bad knees, you know?
HostYep.
Josh LylesCan't jump out the gym.
Josh LylesSo it's, it was just not.
Josh LylesIt didn't make sense.
Josh LylesSo I moved back home to Atlanta, graduated from Georgia State, and then I was actually working at a gym, just front desk.
Josh LylesAnd then the general manager said something to me of like, hey man, you should be in sales.
Josh LylesGrowing up as a quiet, just reserved, observant kid.
Josh LylesAnd that was never a thought in my head because I just didn't talk that much.
Josh LylesI typically would just listen.
Josh LylesThat's just my demeanor that stuck out to me because it was really interesting.
Josh LylesI never.
Josh LylesAnd then I had two other people tell me that.
Josh LylesAnd I think it was just from I.
Josh LylesI started to pick it up as to why and it could be when I get passionate about topics, I think that that's when I can connect deeply with people, I guess.
Josh LylesLong story short, from that gym, I got a sales job at New Balance.
Josh LylesIt was my first sales job that I had.
Josh LylesIt was retail sweater shoes.
Josh LylesIt was a little bit more white glove because we would actually like, tie people's shoes.
Josh LylesWe'd watch them walk, we'd scan their feet.
Josh LylesWe were solving more issues for them.
Josh LylesAnd then from there, I got recruited From Tesla on LinkedIn, which is why I always tell people that I think that their LinkedIn profile should be just somewhat buttoned up because it changed my life.
Josh LylesI mean, that got me into Tesla at an early part of their timeline.
HostI'll just stop right there and then I will continue.
HostBut what do you mean by buttoned up?
Josh LylesTell a personal story.
Josh LylesDon't just be one of those people that's like proficient in Microsoft Excel and all this kind of stuff.
HostIt's pretty common.
Josh LylesYeah, it's so common.
Josh LylesRight.
Josh LylesAnd we're all proficient in that stuff.
Josh LylesBut it's like, tell your story.
Josh LylesWho are you?
Josh LylesLike, throw some personality into it.
Josh LylesAnd then on top of that, I think the simple way to think about it is if you're trying to get a sales job or an operations job or whatever job job title that it may be, there's always skills that are required underneath that job.
Josh LylesAnd you need to ensure that those are on your profile.
Josh LylesBecause when recruiters are searching for you on LinkedIn, they're looking for people with those skills or with those keywords in their descriptions.
Josh LylesAnd so it's just simply a way to get found.
Josh LylesBut it's also not be robotic, like, throw personality into it, because you're a hiring manager.
Josh LylesI've been hiring manager at a multitude of companies.
Josh LylesLike, you're not looking for somebody that's robotic, especially when it comes to sales.
Josh LylesYou want somebody that's going to be themselves instead of a resume.
Josh LylesIt's just bullet points of general information.
Josh LylesYou want to find somebody that's actually interesting.
HostLove that.
HostAnd it's spot on.
HostAnd I think that's often overlooked, especially for those, those individuals who are looking for something more, who do want to, you know, pursue a different opportunity to pursue their passion.
HostIf you do want to work for a company as opposed to starting your own company, like those things matter at the end of the day.
HostLike that's where people are getting recruited and that's where talent is, is being pulled from.
Josh LylesSo I love that.
HostI know I cut you off.
HostSo Tesla recruits you from LinkedIn.
HostWhere'd you go from there?
Josh LylesThey actually were recruiting me to be a sales advisor, but I actually ended up going the step below.
Josh LylesI was finishing out school in my last semester and truth be told, not a car person couldn't give a damn about cars really.
Josh LylesAnd but funny enough there was actually, they were actually one of my first college presentations that I did in my communications class.
Josh LylesSo it was a kind of a cool come around story for me.
Josh LylesI was really intrigued by the whole electric vehicle movement and with what they were doing with what Elon was doing.
Josh LylesAnd so I started off on the ground floor.
Josh LylesThey told me that I could get promoted six to 12 months.
Josh LylesAnd I was like, all right, six months.
Josh LylesI like that's when I want to get promoted because that's just my nature.
Josh LylesI was probably the first, I'll say this like humbly person in that position to actually get promoted within six months.
Josh LylesIt was actually on my six month mark day.
HostWhy you would it, what were you doing differently?
Josh LylesSimply put in the way that I always kind of position it to others is I was doing the things that that role required.
Josh LylesSo I was doing things that sales advisors do.
Josh LylesSo it was technically closing deals so I would close deals for them.
Josh LylesI didn't get paid commission on it, didn't fully, you know, I got a somewhat credit but certain somebody else is actually getting the full credit for it.
Josh LylesI didn't care about that.
Josh LylesI just wanted to prove to them that I'm already built to be in this position.
Josh LylesAnd so it was, let me display that I can just do those things.
Josh LylesAnd yeah, it happened naturally where I was starting to close more deals than those that were already in that position not doing what they were doing.
Josh LylesSo I wanted to just make it a no brainer for them to put me in that position.
HostAwesome.
HostWhere'd you go from there?
Josh LylesGot into a sales advisor role for them, did pretty well.
Josh LylesI was surrounded by, I eventually got surrounded by two guys that we were all at one point or another top 10 global salespeople for Tesla out of 400 plus sales advisors.
Josh LylesAnd I learned a lot from, from those two but they helped sharpen me.
Josh LylesI was the youngest out of all of them.
Josh LylesWe did really well.
Josh LylesAnd then I was only one that was really probably molded for leadership.
Josh LylesThe other two, they were just true sales guys.
Josh LylesYeah, I was kind of the one out of the three of us that was appointed to get into leadership and I wanted to go that path.
Josh LylesI just didn't know the timing but I figured why not?
Josh LylesAnd So I was 23 at the time and I was like why not?
Josh LylesAt this point if I can grow my career and accelerate it, I want to go for it.
Josh LylesAnd so they gave me an opportunity to move to our lower volume store in Atlanta.
Josh LylesAnd then once I went well and I onboarded the new manager there, they moved me back onboarded the manager there.
Josh LylesAnd then after both those went pretty successfully, that's when they moved me up to Nashville.
Josh LylesAnd I was their store manager for their only location in Tennessee at that time.
HostWhat year is this?
Josh Lyles2016 through 19.
Josh LylesI made my transition from Atlanta to Nashville in 17 or 18.
HostSo you're.
HostYou're experiencing a ton of success early in your career.
HostSpeaks volumes about you.
HostWhere'd you move from?
HostTesla.
HostWhen's the sales?
HostIs that roughly when sales dash started to.
Josh LylesI got into freight brokerage.
HostOh, boy.
Josh LylesYeah.
HostStarted Broken Freight.
Josh LylesYeah.
Josh LylesMy two first friends that I met in Nashville, they were working for a company in logistics.
Josh LylesDidn't know what in the world.
Josh LylesIt was a strange thing because they were just always hanging out with their coworkers.
Josh LylesSo if I'd meet out to go out and get drinks with them or go out and grab food or whatever, it may, maybe they were always hanging out with their coworkers.
Josh LylesAnd it was just odd because I never hung out with my Tesla coworkers outside of work, really.
Josh LylesAnd so.
Josh LylesBut it spoke volumes to me about their culture.
Josh LylesOnce I actually, I.
Josh LylesThere was a time period where I just got to a point where I said, I'm going to look for opportunities outside of Tesla.
Josh LylesThere's just things shaking internally.
Josh LylesWant to get out.
Josh LylesAnd I was talking with them and letting them know I don't, I don't care what state I land in, I don't care what industry.
Josh LylesI just want to do something new.
HostThings were sh.
HostShaky internally.
HostThere's.
HostI'm sure the, you know, the future was a little unknown.
HostWas a job becoming easy for you.
Josh LylesIt was becoming really routine.
Josh LylesBut I wasn't able to backfill my staff.
Josh LylesAnd so there's a few things that went into it, but one, I wasn't able to backfill my staff.
Josh LylesSo.
Josh LylesPerspective.
Josh LylesI came in there with 13 salespeople left before and I couldn't backfill.
Josh LylesI'm working six, seven days a week, which I honestly typically was, but six, seven days a week at the store.
Josh LylesAnd it got to a point where, you know, if I only have four sales guys, salespeople, there's days where one to two of them are there and I've got to go buy them lunch.
Josh LylesSo like, and they'll take breaks and we just don't leave the store.
Josh LylesIt was tough, but that was just Kind of the gritty nature of that, of that environment.
Josh LylesAnd.
Josh LylesAnd there was a couple other things where they were going to merge sales and operations again as one function.
Josh LylesWe had already done that and it just.
Josh LylesTo me it didn't work.
Josh LylesThat also semi attributes to like a little bit of stuff in freight.
Josh LylesRight.
Josh LylesWith cradle to grave split model, everybody sort of got their own opinions on, on what helps grow and scale and in that environment, at least at Tesla, for me, like if you were to label it a split model, that was the one that made the most sense.
Josh LylesThe fact that they were going to be merging those again, it was going to shake some stuff up.
Josh LylesIt got to a point where, yes, it got routine and I felt that I needed another challenge.
HostYou love the culture.
HostYou mentioned the culture.
HostYou go to the freight brokerage, you love the culture.
HostIt was different.
HostStarted to hang out with people outside of work.
HostThat was different for you.
HostIs this your first introduction, like what a culture should look like or tell us more about?
Josh LylesNo, not necessarily what it should look like, but when I went on site for the interviews, there was just definitely a really interesting buzz and I felt, I also felt the talent that was in that building when I, when I was interviewing.
Josh LylesSo they were actually owned by an ELD company.
Josh LylesAnd that was the one thing that was kind of an interesting difference maker for them as a freight brokerage was what could that relationship look like for them if they're owned by an ELD company that has 250,000 plus trucks in their network.
Josh LylesSo that never came to fruition and eventually was shut down.
Josh LylesAnd that shutdown is actually what led me to build sales dash because my whole.
Josh LylesAnd even when I was at Tesla, I would tell people, they would ask me, hey, are you trying to climb the ladder here and just keep going up, up and up.
Josh LylesAnd my answer was actually no.
HostWhere.
HostWhy?
Josh LylesI just wanted to build my own stuff.
Josh LylesI wanted to be an entrepreneur.
Josh LylesMy dad's an entrepreneur.
Josh LylesHe was just like a basically solo consultant in the radio business.
Josh LylesI just studied business and entrepreneurs.
Josh LylesAnd for me it's one of those things that if other people can do it, then I feel that.
HostI completely agree.
HostBut I want to still focus on why.
Josh LylesI see.
HostNo, that also Josh, but this is like.
Josh LylesWas this 2019?
Josh Lyles2020.
Host2020, yeah.
Josh LylesSo this three weeks before COVID probably.
HostOkay, what are you thinking at this time?
HostDid you already leave the company?
HostDid they cut?
Josh LylesYou know, there was 270.
Josh LylesThey kept 20 of us.
Josh LylesI was one, luckily one of the 20.
Josh LylesAnd it was Lucky.
Josh LylesI will say I was fortunate at the time because Covid literally happened two, three weeks where everything shut down.
Josh LylesAfter that, then getting jobs is already harder.
Josh LylesBut they retain me to go to the parent company, which is Keep Trucking, who now goes by motive.
Josh LylesBut I will say I was.
Josh LylesI was honestly just.
Josh LylesThere was a day of hard frustration and I just kind of sat in with myself and I said, I can't just, like, sit here and be frustrated like goat pound beers or drinks at the bar and sulk and all that stuff.
Josh LylesThat's not.
Josh LylesIt's not.
HostThrow yourself a pity party.
Josh LylesNo.
Josh LylesMaybe for like two hours.
HostThat's fine.
HostThat's acceptable.
Josh LylesYeah, maybe.
Josh LylesI was just so frustrated because I love my team.
Josh LylesI oversaw a team of 13 executives, account managers, one SDR, and we were having really good success.
Josh LylesAnd I was really excited about my growth that was going to be at that company.
Josh LylesAnd what I felt from being brand new into it and what I felt my impact was with my team.
Josh LylesAnd just the camaraderie that my team had was really special.
Josh LylesI was just so frustrated about that being gone.
Josh LylesBut at the end of the day, it's business and this stuff happens.
Josh LylesAnd so it was just selling back into that, but getting to a period where it's, hey, how can I try to control these situations?
Josh LylesSo if Tesla's having situations where investors are pushing them one way.
Josh LylesRight.
Josh LylesThis company had a similar situation where it says, hey, go back to focusing on our core product and don't worry about this other freight brokerage arm.
Josh LylesIt just got to a point where I said, this could just keep happening to me, you know, and I may keep having that frustration, but I felt that I had the skillset, the leadership capabilities, everything.
Josh LylesI felt like I had the tools in the toolbox.
Josh LylesIt's still going to be more that I have to sharpen up.
Josh LylesI knew I want to go try something because I had made good money at a young age, I had saved up, I wasn't financially stupid, so I was able to take a risk.
Josh LylesAnd I always just knew in the back of my mind that if I failed, I could go back to being a sales manager or a VP of sales, and I'd be okay.
HostSo we were telling me is you were in a situation where you could have easily just folded your cars, pouted, go found the next job.
HostYou've been right back where you originally were.
Josh LylesYeah.
HostInstead, you create a plan.
HostYou had a passion to do something, and it was more.
HostSo just invest in yourself.
HostYou want to start a company because that's, that's that burn that you had inside of you.
HostYou want to go pursue that.
HostWhy a CRM?
Josh LylesBasically what I did was I told myself during the week, the following weekend, I just told myself, hey, I'm going to lock myself in a coffee shop until I figure out what I want to do.
Josh LylesBecause I never knew what I really wanted to do.
Josh LylesBut that was my mentality.
Josh LylesAnd this is also the scary part is I figured it out within an hour of what I wanted to do and I really just sat there and was just like typing stuff out.
Josh LylesAnd the biggest thing was what do I feel are my strengths and what do I feel that I know or do better than others?
Josh LylesIt's very strange to say CRM, but that was the one thing that when it carried over from going from Tesla to the freight brokerage world and where I felt that I saw success was the management of that and how I got it to work for me.
Josh LylesI felt that it's what made me a really good sales advisor when I was at Tesla, felt that it's what got me Into Management at 23, 24 years old, high performing sales manager at that, and then getting into freight brokerage.
Josh LylesMy team is onboarding the most shippers at the highest volume and most of my team actually came from outside the industry.
Josh LylesSo in like the VP of sales one day comes hits me up and he's like, what are you doing?
Josh LylesLike what's your, what's your special sauce?
Josh LylesI'm like, it's, there's no special sauce.
Josh LylesIt's sales.
Josh LylesIt's.
Josh LylesYou make the calls, you take the notes, you do the follow ups.
Josh LylesAnd as a sales manager I'm just proactive and jumping into their pipelines, helping them with next steps, helping them prevent missed things.
Josh LylesI'm more engaged on the floor with my team I think than the others because of how I like I was only manage small things, right?
Josh LylesBut I was, I was the only manager that did bi weekly meetings with my team versus weekly.
Josh LylesAnd for me I just felt that I didn't need to do weekly ones because I was like, I want to be on top of this stuff to where I thought the sales process moved a little bit too slow in freight where you can just have a week where it's just no answers.
Josh LylesSo there's at that point to me there was just no reason to continue to meet.
Josh LylesSo I was just trying to really optimize how I can be as efficient as I can with my team.
Josh LylesAnd so it was those things.
Josh LylesBut with the CRM in particular, it was their clunky.
Josh LylesPeople didn't understand them, salespeople didn't understand them, and managers didn't understand them.
Josh LylesSo when I saw that across the board, I felt that it was the fact that you got to go hire teams of people, pay them thousands of dollars and go through this whole thing just to get them to understand the system, to help them generate more revenue was bogus.
Josh LylesAnd it was just to figure out how to simplify it.
Josh LylesAnd my steps were write it down on paper.
Josh LylesHow would I want this to look if I was a salesperson but also as a manager?
Josh LylesSo I was really looking at it from both seats and I just, I knew there was opportunity there with how people didn't fully use these systems to their maximum potential.
HostSo if you're listening and wondering when we're talking about the CRM, Brian and I met Josh.
HostWe just, we liked him.
HostYou know, we like being around you, we like talking to you.
HostLikewise, we're not, you're not here because we want to plug a CRM.
HostWe're massive fans of the CRM.
HostYou're here because we want to surround ourselves with people like you.
HostI'm hoping that's mutual.
HostBut Brian, I want you to come on because I think your story is very impressive.
HostRyan, I talk a lot about these things when it comes to investing in yourselves and taking your risk and surrounding yourself with a strong, tight knit inner circle.
HostBut also you said something early on.
HostYou didn't just get to this point because you took a risk.
HostYou said, when I was younger I would just listen.
HostAnd I caught that.
HostBut that is one of the most important things for a sales rep to do is effective listening.
HostYou got, and you've always, it sounds like you've always been really good at listening.
HostAnd then you started to compound all these other characteristics.
HostYou started managing people, you started slinging shoes, the sales skills.
HostYou're listening to people like throughout all of this, you're always listening.
HostThat's the most under discussed attribute for successful reps.
HostYou listened when I talked to you originally and I immediately went out to Brian and I was just like, Brian, like I don' know this guy, just talked to him.
HostBut his products sound exactly like what we need.
HostWe needed something simple.
HostWe needed something industry specific.
HostEasy use, like change is often difficult for companies to begin with.
HostBut you, you checked all these boxes and we didn't want to just go to the big box providers and say like sign us up and then go through implementation, have no idea how to use it like, you still walk us through different things.
HostOur reps still reach out to you.
HostAnd I know that's not going to be the case long term, but we appreciate you appreciate your partnership.
HostIf you're listening, I hope you got a lot out of Josh's story.
HostWhere are you taking this next?
Josh LylesSo I think to back up on that, though, I was excited after meeting with both of you guys just because of the way that you guys carried yourselves.
Josh LylesAnd, like, I knew that you guys were obviously growing, and I, I just.
Josh LylesWithout you guys, police, I say this about you guys all the time.
Josh LylesLike, I feel like you guys are very humble and I know that you guys have accomplished a lot, and there was things that I found from others that I would talk to and that they knew you guys of what you guys have done in the industry at the big box brokerages and whatnot.
Josh LylesBut the one thing I will say that is a challenge is like a software seller for you guys.
Josh LylesAs, you know, buyers of software was, you guys.
Josh LylesOne didn't just take, I guess, references from others.
Josh LylesYou guys also were just willing to actually bet on somebody that was also growing.
Josh LylesAnd that's sometimes tough, right?
Josh LylesLike, I'm sure there's times where you guys, in the early days when you guys are growing your brokerage and people are like, we're looking for somebody maybe a little bit more established or that can handle more operations and maybe not willing to bet on, like, a smaller company.
Josh LylesThat was one of the things that I picked up on very fast from both of you, you and Brian and always really appreciate.
Josh LylesAnd that's.
Josh LylesThere's one of those things, like, as a salesperson, you talk to certain people, you're like, man, I really want to work with those people.
Josh LylesBut you guys were easily one of those people earlier on in my journey.
Josh LylesSo I really appreciate that because I was stoked about it.
Josh LylesAnd, you know, I knew it was going to take some time to kind of work through implementation and get.
Josh LylesGet the team onboarded.
Josh LylesBut that was one of the things that I kind of recall early on was just like your willingness to actually sit there and say, hey, you guys are building something in this space.
Josh LylesBut I like, you have some commonalities.
Josh LylesLike, I think we had talked about sports, we had talked about mindset, and, you know, we've talked about some of that stuff with some of the trips that you guys have been on for those things.
Josh LylesAnd so I felt that there was sort of that alignment going through that process of working with you guys.
Josh LylesSo, yeah, it's been like we're just getting started too, at the same time.
HostYeah, no, no, it's awesome because mistakes are going to happen.
HostLike you're going to.
HostYou're going to buy or people are going to buy from people that they want to work with.
Josh LylesYeah.
HostWe could tell early on that you're passionate about your product.
HostYou had a good product to begin with, which obviously helps.
HostBut we knew going into it that there were going to be mistakes and there are going to be glitches and kinks that we'd have to work through.
HostBut the difference is you cared a lot and your service was just amazing.
HostSo you were always responsive.
HostAnd if you didn't have that answer, you would let us know, hey, this is working on this next rollout.
HostHere's a temporary workaround when you relate that to just sales in general, or let's just say logistics.
HostIf you have a fallout out or something happens, those things are overlooked because your level of service and communication, the relationship is so high that when the mistakes do pop up, these are swept under the rug because you know the track record of that individual and you trust that person.
HostSo props to you.
HostYou've built something awesome thus far.
HostI know it's going to keep growing.
HostYou had this idea to do a CRM.
HostTell the listeners what you built.
HostWhat does it do?
HostWhat is a CRM?
Josh LylesA CRM is a customer relationship management tool.
Josh LylesAnd essentially, simply put, it is almost like a notebook, a digital notebook of all your.
Josh LylesYour friends that you have in business.
Josh LylesRight.
Josh LylesOr the people that you want to reach out to.
Josh LylesAnd so it's your contacts, the companies that you're reaching out to, and for people that are in B2B or business to business sales.
Josh LylesIt can be a complex sale, right, because you have a company, but there may be multiple people that you have to talk about, talk to at the company that gets find a decision maker.
Josh LylesYou may want to find influencers, people that have the information or can get you to the right person.
Josh LylesTiming is a big factor, you know, just like in calling you and also just making sure that there's alignment with the challenges that they may be having internally.
Josh LylesSo the tool essentially is just a record log of that.
Josh LylesA lot of people will always start in spreadsheets and say, this is the name of this person, this is their email, this is their phone number, notes.
Josh LylesAnd that's normally as simple as it.
HostAlways a note column, less always.
Josh LylesSo with that, I'll just say that once.
Josh LylesYou typically get probably above the 20, 30, 40 contacts part.
Josh LylesIf you're in an area or in a business where follow ups are really important and you need to make multiple calls, multiple emails to make a sale.
Josh LylesThat's where CRMs are really effective.
Josh LylesIt allows you to track back all your steps.
Josh LylesWhen did you make your calls, when did you make your emails?
Josh LylesWhen are you following up with them?
Josh LylesAnd to me, follow up is the biggest fundamental that you have to have and I think it helps with that.
Josh LylesAnd so, so many of them from my experience were just so complex.
Josh LylesWhen I was at Tesla and jumping into the CRM that they had used, there was all these fields that we would never fill out.
Josh LylesAnd I remember when I first got into it, it was just the most confusing thing ever.
HostThe bells and whistles.
Josh LylesYeah, just like all of them.
Josh LylesAnd it's just unnecessary.
Josh LylesRight.
Josh LylesAnd you know, you spending money for those bells and whistles that you're not using.
Josh LylesAnd so for me it was just simplify it down.
Josh LylesRight.
Josh LylesAnd from being a salesperson and a sales manager is okay.
Josh LylesIf I'm working through this, the screen, top to bottom, left to right, like how a human, you know, analyzes things, how can I just make it to where the majority of the stuff that I want to see is in the screen and it is going to give me the information and I can make my calls and then I can just move to the next thing and I can just move to the next one.
Josh LylesThat's what sales is.
Josh LylesAnd so it was just simplify the notes and the follows piece.
Josh LylesFind a couple of things that I felt that were missing from the other systems.
Josh LylesWhen it came to notes and follow ups of like not having to jump from tap to tab for your notes or hey, if I forget to set a follow up, which is super common, how do I make sure that that's going to still be on my radar?
Josh LylesIt was just those simple things that I felt were missing.
Josh LylesAnd then I also knew that the cost was high for the systems.
Josh LylesI had heard some of the price points that some of these companies pay for them.
Josh LylesI just never understood why that needed to be a thing.
Josh LylesSo that's really where it kind of sparked of wanting to actually see if I can get into that space.
Josh LylesI actually knew it was a crowded space.
Josh LylesFrom my research that I did, I knew it was a crowded space.
Josh LylesBut quickly in my journey, my go to market strategy sucked.
Josh LylesI'm very upfront about that of I targeted a multitude of different industries.
Josh LylesI didn't think about the kinds of people I'm reaching out to and their pain points within their company.
Josh LylesIt was last year, actually, when I really got to a point where I really had to figure it out.
Josh LylesAnd I hate admitting this, but it's just.
Josh LylesMy truth is I've read all the books and the entrepreneur stories where they say start with one product and one service and then grow it out from there and.
Josh LylesOr one industry and like one Persona, and I just ignored it.
Josh LylesI felt that I could just tackle the world and it was just stupid.
Josh LylesThere's just.
Josh LylesThere's just no reason to do that.
Josh LylesAnd so when I did focus it in freight, and the reason why I did that is because I understood freight.
Josh LylesI understood what went into the sale.
Josh LylesI knew how complex it could be.
Josh LylesI knew about the sales cycle, I knew about the challenges people had in it, but also how they didn't really know how to maybe structure and streamline their sales process, that if it was templated for when they signed up on day one, that stuff's already there that they'd go pay somebody thousands of dollars to do.
Josh LylesAnd they'd have to also teach them what a freight broker does, that there's great opportunity.
Josh LylesAnd then when I went to the TIA conference last year and I was going around, everybody was building tmss and nobody had CRM.
Josh LylesSo to me, it was just kind of a perfect fit and right time and just to go for it.
Josh LylesAnd I'm really glad we did.
Josh LylesMy team's been grateful about it.
Josh LylesI gave my developers a crash course on freight.
Josh LylesReal they'll never probably use, but it's really helped them in the development process to actually understand why we're doing certain things and why we're developing things a certain way.
Josh LylesAnd from the user standpoint, not ours as a development team, you didn't create.
HostSomething that didn't exist necessarily.
HostYou found a void in our space, mostly with CRM providers.
HostYou build a product better specific to an industry that you could grow and elaborate on.
HostSo, you know, if you're listening, I know Josh would recommend locking yourself in for 24 hours straight to find out your next step.
HostBut you don't have to reinvent the wheel.
HostJosh didn't reinvent the wheel, Brian.
HostI didn't start a brokerage as the first brokerage ever.
HostLike there are thousands and thousands of brokerages.
HostYou had to find, you know, something that you're passionate about, pursue it.
HostI'm sure you're not necessarily passionate about technology and CRMs in general, but you are passionate about providing value, building relationships, you know, listen to people's needs.
HostLike, is that.
HostWould you agree with that where are we at there?
Josh LylesThat's a great point.
Josh LylesYeah.
Josh LylesBecause it's not necessarily fully the technology.
Josh LylesI love what the CRM can do for people because of what.
Josh LylesWhat it did for me, it changed my sales career.
Josh LylesFor the salespeople I managed, some of them came when I first hired them.
Josh LylesNot in great financial positions, in debt.
Josh LylesAll that stuff got them out of that, put their families in much better situations.
Josh LylesSo that's the reason why I love sales, is because one, all businesses need it.
Josh LylesI think sales always gets a bad rep.
Josh LylesBut at the end of the day, your company, everybody's company, has salespeople and has people that are selling.
Josh LylesAnd so that's the reason why I do love it is because you have to have those people on your team.
Josh LylesTypically, you know, if you want to be as efficient as you can, they need a good system in place and a good process in place to be able to execute and get to that point.
Josh LylesAnd so that's what's fun for me is when I get to hear the stories.
Josh LylesTalking with guys on your team about record new shipper months and others that I'm working with.
Josh LylesThat's what's probably the most fulfilling for me is when I do get to hear that stuff because it's not me that's doing it right.
Josh LylesThey still have to do the work.
Josh LylesThe system helps them work to get to achieve that.
Josh LylesBut that's.
Josh LylesThat ultimately is what's most fulfilling for me about it.
Josh LylesAnd it's just.
Josh LylesAnd it all spurred more.
Josh LylesSo not that I'm a true, like CRM nerd technology nerd.
Josh LylesIt's just more so.
Josh LylesHey, this was a tool that really helped me, but may have had too many bells and whistles that were on it that actually less can be more and more effective for you.
Josh LylesBut you got to get to that.
Josh LylesThat spot where you realize like, hey, I just don't really need all those things to get the job done with the fundamentals.
HostWell, we love it.
HostWe appreciate you.
HostI know our employees find a ton of value in it.
HostSo if people were to look you up or want to learn more about sales, sales-CRM where they find you.
Josh LylesSales-CRM.com would be the best.
Josh LylesJust for general information about us.
Josh LylesAnd then you guys can always add me on LinkedIn.
Josh LylesJosh Lyles.
Josh LylesL Y L E S.
Josh LylesFeel free to shoot me a message.
Josh LylesHappy to call, text, email, whatever it may be.
HostLast question.
HostI have ever thought about getting back in brokerage.
Josh LylesAbsolutely.
HostSorry.
HostSorry, Brian.
Josh LylesYou already asked me this twice.
HostI'm persistent.
HostBut, Josh, we appreciate you.
HostThank you for coming on.
Josh LylesThanks, Justin.
HostI asked my wife to leave me.
HostYeah.
HostIt's because I lost my self worth.
HostI felt like I had no value.
HostI got fired.
HostI had another kid on the way.
HostWe had nowhere to move in Cincinnati.
HostWe were stuck in Austin Tech.
HostMajority of people have been there.