Host

In this episode, I sit down with Josh Lyles, founder of Sales Dash CRM.

Host

He has an unbelievable story.

Host

Our relationship started with a cold call.

Host

He started at the front desk at a gym.

Host

He moved to Tesla where he climbed the ranks and he just wasn't fulfilled.

Host

So he started a company built around a CRM product.

Host

His story not only covers the entrepreneurial mindset required to build a company, but also grit and resilience along the way.

Host

Josh, how we doing?

Josh Lyles

Doing pretty well.

Josh Lyles

Good to be in Cincinnati for the first time.

Host

Oh, yeah.

Host

Well, that one cold call as turned into an awesome relationship we have with you and your team.

Host

So appreciate you making that call that day.

Host

Let's talk about the cold call.

Host

I think that's an awesome place to start.

Host

How do you find us?

Host

What made you make that call?

Host

And I believe you used your CRM.

Josh Lyles

Yeah, I did.

Host

Tell us about it.

Josh Lyles

Thanks for answering the call.

Josh Lyles

It's good to be here.

Josh Lyles

Now, third.

Host

I think I answered the third.

Josh Lyles

Yeah, it was the third one I came across your information on Apollo.

Josh Lyles

It'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 Lyles

You're just on my list essentially in my CRM.

Josh Lyles

Right.

Josh Lyles

Of all my followups and everything that I'm supposed to do.

Josh Lyles

And 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.

Host

Not Decision Maker.

Host

Yeah.

Josh Lyles

You know, you have no idea.

Host

Right.

Josh Lyles

I mean, Supply Chain Leader is such a broad title because Supply Chain's rather broad.

Josh Lyles

Yeah.

Josh Lyles

So 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 Lyles

And I'm not going to say I can't even remember what the opening line was or anything of that nature.

Josh Lyles

But I think the biggest thing was just it was the perfect timing.

Josh Lyles

And that's one of the biggest things in sales is just the timing that you're reaching out to somebody.

Josh Lyles

It's not a skill necessarily that you can require.

Josh Lyles

It's just a fundamental, I would say, of just actually doing the follow up.

Josh Lyles

You don't know what time of day, you don't know what day of the week is going to be best.

Josh Lyles

Some 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 Lyles

And actually making the call.

Josh Lyles

So 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 Lyles

You know, you just never know when the timing is going to be right.

Josh Lyles

If you have an idea of, hey, this could be the right kind of company to partner with, then great things can happen.

Host

It's funny, Josh, because yes, our relationship started with a cold call, but it has continued to grow.

Host

Josh, you're in Nashville, we're in Cincinnati.

Host

So it's not like we see each other often.

Host

But, you know, we do go back and forth a lot.

Host

We saw you at a conference out in Phoenix.

Host

We see more conferences in the future.

Host

But, you know, our relationship has grown.

Host

And yes, it started with a cold call and you were selling us a CRM, which we did buy.

Host

It's awesome.

Host

But it's grown into more than that.

Host

And 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.

Host

Not because you created a CRM, because of your story, your mindset.

Host

I think that is more impressive than simply going out and starting a CRM.

Host

So I do want to mention the cold call.

Host

If you're like me.

Host

I don't enjoy getting cold calls.

Host

I work in an industry where we're cold calling people every day.

Josh Lyles

Right.

Host

I get this cold call nine and a half times out of ten.

Host

I'm getting off the call like I'm in the middle of work.

Host

Our industry is crazy.

Host

It's nonstop.

Host

I'm getting off.

Host

I'm getting off the call.

Josh Lyles

So why do you take the call?

Host

You're opening?

Host

I knew you were a person.

Host

You weren't just going through a script.

Host

You had already done your research.

Host

I knew you did your research because you hit me with something.

Host

I 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.

Host

Your sales team might be prospecting off Excel.

Host

I'm going to step into the conference room real quick.

Host

Josh, you're exactly right.

Host

You're with who?

Host

Sales CRM.

Host

And we go on.

Host

But you hit me off the bat where I knew you had done your research.

Host

You knew about Veritas.

Host

It made sense because we were talking about buying a CRM.

Host

Smaller companies.

Host

It's a struggle because it's, it's, it's clutter.

Host

Like you are operating off Excel.

Josh Lyles

Yeah.

Josh Lyles

You're trying to.

Host

You knew.

Josh Lyles

Yes.

Host

You knew our pain points.

Host

You had a product that you simply, you didn't want to.

Host

Major commitment.

Host

You just wanted to show it to us.

Host

And I think you asked for, you know, 10 minutes.

Josh Lyles

Yep.

Host

Yeah, absolutely.

Host

10 minutes.

Host

I already like it.

Host

You've done your legwork.

Host

I'll give you 10 minutes.

Host

You get on for 10 minutes and now that's where you seek your teeth in.

Host

It's funny because Josh shared his notes.

Host

He took notes.

Host

He housed them in the CRM.

Host

He sent me a screenshot of it.

Host

So it's awesome to know that other people are out there doing what we do and following the sales cycle.

Host

But the rest is pretty much history.

Host

I want to change course here.

Host

You started a company.

Host

How old is Sales dash at this point?

Josh Lyles

We've been building for four years.

Josh Lyles

We've been freight specific for a year.

Host

Okay, where did this idea start?

Host

Tell us a little bit more about your background.

Host

I'll get into some other, you know, mindset type stuff later.

Host

But how did you get to this point?

Host

Where did you start?

Host

Tell us more about that.

Josh Lyles

Yeah.

Josh Lyles

So 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 Lyles

Only lasted.

Josh Lyles

Where'd you play?

Josh Lyles

Augusta University, Augusta State.

Josh Lyles

At 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 Lyles

I wasn't going to be able to make money doing it.

Josh Lyles

5, 9, 5, 10 bad knees, you know?

Host

Yep.

Josh Lyles

Can't jump out the gym.

Josh Lyles

So it's, it was just not.

Josh Lyles

It didn't make sense.

Josh Lyles

So I moved back home to Atlanta, graduated from Georgia State, and then I was actually working at a gym, just front desk.

Josh Lyles

And then the general manager said something to me of like, hey man, you should be in sales.

Josh Lyles

Growing up as a quiet, just reserved, observant kid.

Josh Lyles

And that was never a thought in my head because I just didn't talk that much.

Josh Lyles

I typically would just listen.

Josh Lyles

That's just my demeanor that stuck out to me because it was really interesting.

Josh Lyles

I never.

Josh Lyles

And then I had two other people tell me that.

Josh Lyles

And I think it was just from I.

Josh Lyles

I 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 Lyles

Long story short, from that gym, I got a sales job at New Balance.

Josh Lyles

It was my first sales job that I had.

Josh Lyles

It was retail sweater shoes.

Josh Lyles

It was a little bit more white glove because we would actually like, tie people's shoes.

Josh Lyles

We'd watch them walk, we'd scan their feet.

Josh Lyles

We were solving more issues for them.

Josh Lyles

And 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 Lyles

I mean, that got me into Tesla at an early part of their timeline.

Host

I'll just stop right there and then I will continue.

Host

But what do you mean by buttoned up?

Josh Lyles

Tell a personal story.

Josh Lyles

Don't just be one of those people that's like proficient in Microsoft Excel and all this kind of stuff.

Host

It's pretty common.

Josh Lyles

Yeah, it's so common.

Josh Lyles

Right.

Josh Lyles

And we're all proficient in that stuff.

Josh Lyles

But it's like, tell your story.

Josh Lyles

Who are you?

Josh Lyles

Like, throw some personality into it.

Josh Lyles

And 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 Lyles

And you need to ensure that those are on your profile.

Josh Lyles

Because when recruiters are searching for you on LinkedIn, they're looking for people with those skills or with those keywords in their descriptions.

Josh Lyles

And so it's just simply a way to get found.

Josh Lyles

But it's also not be robotic, like, throw personality into it, because you're a hiring manager.

Josh Lyles

I've been hiring manager at a multitude of companies.

Josh Lyles

Like, you're not looking for somebody that's robotic, especially when it comes to sales.

Josh Lyles

You want somebody that's going to be themselves instead of a resume.

Josh Lyles

It's just bullet points of general information.

Josh Lyles

You want to find somebody that's actually interesting.

Host

Love that.

Host

And it's spot on.

Host

And 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.

Host

If 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.

Host

Like that's where people are getting recruited and that's where talent is, is being pulled from.

Josh Lyles

So I love that.

Host

I know I cut you off.

Host

So Tesla recruits you from LinkedIn.

Host

Where'd you go from there?

Josh Lyles

They actually were recruiting me to be a sales advisor, but I actually ended up going the step below.

Josh Lyles

I 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 Lyles

And but funny enough there was actually, they were actually one of my first college presentations that I did in my communications class.

Josh Lyles

So it was a kind of a cool come around story for me.

Josh Lyles

I was really intrigued by the whole electric vehicle movement and with what they were doing with what Elon was doing.

Josh Lyles

And so I started off on the ground floor.

Josh Lyles

They told me that I could get promoted six to 12 months.

Josh Lyles

And I was like, all right, six months.

Josh Lyles

I like that's when I want to get promoted because that's just my nature.

Josh Lyles

I was probably the first, I'll say this like humbly person in that position to actually get promoted within six months.

Josh Lyles

It was actually on my six month mark day.

Host

Why you would it, what were you doing differently?

Josh Lyles

Simply put in the way that I always kind of position it to others is I was doing the things that that role required.

Josh Lyles

So I was doing things that sales advisors do.

Josh Lyles

So it was technically closing deals so I would close deals for them.

Josh Lyles

I 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 Lyles

I didn't care about that.

Josh Lyles

I just wanted to prove to them that I'm already built to be in this position.

Josh Lyles

And so it was, let me display that I can just do those things.

Josh Lyles

And 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 Lyles

So I wanted to just make it a no brainer for them to put me in that position.

Host

Awesome.

Host

Where'd you go from there?

Josh Lyles

Got into a sales advisor role for them, did pretty well.

Josh Lyles

I 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 Lyles

And I learned a lot from, from those two but they helped sharpen me.

Josh Lyles

I was the youngest out of all of them.

Josh Lyles

We did really well.

Josh Lyles

And then I was only one that was really probably molded for leadership.

Josh Lyles

The other two, they were just true sales guys.

Josh Lyles

Yeah, 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 Lyles

I just didn't know the timing but I figured why not?

Josh Lyles

And So I was 23 at the time and I was like why not?

Josh Lyles

At this point if I can grow my career and accelerate it, I want to go for it.

Josh Lyles

And so they gave me an opportunity to move to our lower volume store in Atlanta.

Josh Lyles

And then once I went well and I onboarded the new manager there, they moved me back onboarded the manager there.

Josh Lyles

And then after both those went pretty successfully, that's when they moved me up to Nashville.

Josh Lyles

And I was their store manager for their only location in Tennessee at that time.

Host

What year is this?

Josh Lyles

2016 through 19.

Josh Lyles

I made my transition from Atlanta to Nashville in 17 or 18.

Host

So you're.

Host

You're experiencing a ton of success early in your career.

Host

Speaks volumes about you.

Host

Where'd you move from?

Host

Tesla.

Host

When's the sales?

Host

Is that roughly when sales dash started to.

Josh Lyles

I got into freight brokerage.

Host

Oh, boy.

Josh Lyles

Yeah.

Host

Started Broken Freight.

Josh Lyles

Yeah.

Josh Lyles

My two first friends that I met in Nashville, they were working for a company in logistics.

Josh Lyles

Didn't know what in the world.

Josh Lyles

It was a strange thing because they were just always hanging out with their coworkers.

Josh Lyles

So 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 Lyles

And it was just odd because I never hung out with my Tesla coworkers outside of work, really.

Josh Lyles

And so.

Josh Lyles

But it spoke volumes to me about their culture.

Josh Lyles

Once I actually, I.

Josh Lyles

There 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 Lyles

There's just things shaking internally.

Josh Lyles

Want to get out.

Josh Lyles

And 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 Lyles

I just want to do something new.

Host

Things were sh.

Host

Shaky internally.

Host

There's.

Host

I'm sure the, you know, the future was a little unknown.

Host

Was a job becoming easy for you.

Josh Lyles

It was becoming really routine.

Josh Lyles

But I wasn't able to backfill my staff.

Josh Lyles

And so there's a few things that went into it, but one, I wasn't able to backfill my staff.

Josh Lyles

So.

Josh Lyles

Perspective.

Josh Lyles

I came in there with 13 salespeople left before and I couldn't backfill.

Josh Lyles

I'm working six, seven days a week, which I honestly typically was, but six, seven days a week at the store.

Josh Lyles

And 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 Lyles

So like, and they'll take breaks and we just don't leave the store.

Josh Lyles

It was tough, but that was just Kind of the gritty nature of that, of that environment.

Josh Lyles

And.

Josh Lyles

And there was a couple other things where they were going to merge sales and operations again as one function.

Josh Lyles

We had already done that and it just.

Josh Lyles

To me it didn't work.

Josh Lyles

That also semi attributes to like a little bit of stuff in freight.

Josh Lyles

Right.

Josh Lyles

With 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 Lyles

The fact that they were going to be merging those again, it was going to shake some stuff up.

Josh Lyles

It got to a point where, yes, it got routine and I felt that I needed another challenge.

Host

You love the culture.

Host

You mentioned the culture.

Host

You go to the freight brokerage, you love the culture.

Host

It was different.

Host

Started to hang out with people outside of work.

Host

That was different for you.

Host

Is this your first introduction, like what a culture should look like or tell us more about?

Josh Lyles

No, 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 Lyles

So they were actually owned by an ELD company.

Josh Lyles

And 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 Lyles

So that never came to fruition and eventually was shut down.

Josh Lyles

And that shutdown is actually what led me to build sales dash because my whole.

Josh Lyles

And 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 Lyles

And my answer was actually no.

Host

Where.

Host

Why?

Josh Lyles

I just wanted to build my own stuff.

Josh Lyles

I wanted to be an entrepreneur.

Josh Lyles

My dad's an entrepreneur.

Josh Lyles

He was just like a basically solo consultant in the radio business.

Josh Lyles

I just studied business and entrepreneurs.

Josh Lyles

And for me it's one of those things that if other people can do it, then I feel that.

Host

I completely agree.

Host

But I want to still focus on why.

Josh Lyles

I see.

Host

No, that also Josh, but this is like.

Josh Lyles

Was this 2019?

Josh Lyles

2020.

Host

2020, yeah.

Josh Lyles

So this three weeks before COVID probably.

Host

Okay, what are you thinking at this time?

Host

Did you already leave the company?

Host

Did they cut?

Josh Lyles

You know, there was 270.

Josh Lyles

They kept 20 of us.

Josh Lyles

I was one, luckily one of the 20.

Josh Lyles

And it was Lucky.

Josh Lyles

I will say I was fortunate at the time because Covid literally happened two, three weeks where everything shut down.

Josh Lyles

After that, then getting jobs is already harder.

Josh Lyles

But they retain me to go to the parent company, which is Keep Trucking, who now goes by motive.

Josh Lyles

But I will say I was.

Josh Lyles

I was honestly just.

Josh Lyles

There 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 Lyles

That's not.

Josh Lyles

It's not.

Host

Throw yourself a pity party.

Josh Lyles

No.

Josh Lyles

Maybe for like two hours.

Host

That's fine.

Host

That's acceptable.

Josh Lyles

Yeah, maybe.

Josh Lyles

I was just so frustrated because I love my team.

Josh Lyles

I oversaw a team of 13 executives, account managers, one SDR, and we were having really good success.

Josh Lyles

And I was really excited about my growth that was going to be at that company.

Josh Lyles

And what I felt from being brand new into it and what I felt my impact was with my team.

Josh Lyles

And just the camaraderie that my team had was really special.

Josh Lyles

I was just so frustrated about that being gone.

Josh Lyles

But at the end of the day, it's business and this stuff happens.

Josh Lyles

And 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 Lyles

So if Tesla's having situations where investors are pushing them one way.

Josh Lyles

Right.

Josh Lyles

This 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 Lyles

It 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 Lyles

I felt like I had the tools in the toolbox.

Josh Lyles

It's still going to be more that I have to sharpen up.

Josh Lyles

I 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 Lyles

And 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.

Host

So 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.

Host

You've been right back where you originally were.

Josh Lyles

Yeah.

Host

Instead, you create a plan.

Host

You had a passion to do something, and it was more.

Host

So just invest in yourself.

Host

You want to start a company because that's, that's that burn that you had inside of you.

Host

You want to go pursue that.

Host

Why a CRM?

Josh Lyles

Basically 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 Lyles

Because I never knew what I really wanted to do.

Josh Lyles

But that was my mentality.

Josh Lyles

And 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 Lyles

And 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 Lyles

It'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 Lyles

I 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 Lyles

My team is onboarding the most shippers at the highest volume and most of my team actually came from outside the industry.

Josh Lyles

So in like the VP of sales one day comes hits me up and he's like, what are you doing?

Josh Lyles

Like what's your, what's your special sauce?

Josh Lyles

I'm like, it's, there's no special sauce.

Josh Lyles

It's sales.

Josh Lyles

It's.

Josh Lyles

You make the calls, you take the notes, you do the follow ups.

Josh Lyles

And as a sales manager I'm just proactive and jumping into their pipelines, helping them with next steps, helping them prevent missed things.

Josh Lyles

I'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 Lyles

But I was, I was the only manager that did bi weekly meetings with my team versus weekly.

Josh Lyles

And 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 Lyles

So there's at that point to me there was just no reason to continue to meet.

Josh Lyles

So I was just trying to really optimize how I can be as efficient as I can with my team.

Josh Lyles

And so it was those things.

Josh Lyles

But with the CRM in particular, it was their clunky.

Josh Lyles

People didn't understand them, salespeople didn't understand them, and managers didn't understand them.

Josh Lyles

So 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 Lyles

And it was just to figure out how to simplify it.

Josh Lyles

And my steps were write it down on paper.

Josh Lyles

How would I want this to look if I was a salesperson but also as a manager?

Josh Lyles

So 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.

Host

So if you're listening and wondering when we're talking about the CRM, Brian and I met Josh.

Host

We just, we liked him.

Host

You know, we like being around you, we like talking to you.

Host

Likewise, we're not, you're not here because we want to plug a CRM.

Host

We're massive fans of the CRM.

Host

You're here because we want to surround ourselves with people like you.

Host

I'm hoping that's mutual.

Host

But Brian, I want you to come on because I think your story is very impressive.

Host

Ryan, 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.

Host

But also you said something early on.

Host

You didn't just get to this point because you took a risk.

Host

You said, when I was younger I would just listen.

Host

And I caught that.

Host

But that is one of the most important things for a sales rep to do is effective listening.

Host

You got, and you've always, it sounds like you've always been really good at listening.

Host

And then you started to compound all these other characteristics.

Host

You started managing people, you started slinging shoes, the sales skills.

Host

You're listening to people like throughout all of this, you're always listening.

Host

That's the most under discussed attribute for successful reps.

Host

You 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.

Host

But his products sound exactly like what we need.

Host

We needed something simple.

Host

We needed something industry specific.

Host

Easy use, like change is often difficult for companies to begin with.

Host

But 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.

Host

Our reps still reach out to you.

Host

And I know that's not going to be the case long term, but we appreciate you appreciate your partnership.

Host

If you're listening, I hope you got a lot out of Josh's story.

Host

Where are you taking this next?

Josh Lyles

So 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 Lyles

And, like, I knew that you guys were obviously growing, and I, I just.

Josh Lyles

Without you guys, police, I say this about you guys all the time.

Josh Lyles

Like, 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 Lyles

But the one thing I will say that is a challenge is like a software seller for you guys.

Josh Lyles

As, you know, buyers of software was, you guys.

Josh Lyles

One didn't just take, I guess, references from others.

Josh Lyles

You guys also were just willing to actually bet on somebody that was also growing.

Josh Lyles

And that's sometimes tough, right?

Josh Lyles

Like, 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 Lyles

That was one of the things that I picked up on very fast from both of you, you and Brian and always really appreciate.

Josh Lyles

And that's.

Josh Lyles

There'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 Lyles

But you guys were easily one of those people earlier on in my journey.

Josh Lyles

So I really appreciate that because I was stoked about it.

Josh Lyles

And, you know, I knew it was going to take some time to kind of work through implementation and get.

Josh Lyles

Get the team onboarded.

Josh Lyles

But 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 Lyles

But I like, you have some commonalities.

Josh Lyles

Like, 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 Lyles

And so I felt that there was sort of that alignment going through that process of working with you guys.

Josh Lyles

So, yeah, it's been like we're just getting started too, at the same time.

Host

Yeah, no, no, it's awesome because mistakes are going to happen.

Host

Like you're going to.

Host

You're going to buy or people are going to buy from people that they want to work with.

Josh Lyles

Yeah.

Host

We could tell early on that you're passionate about your product.

Host

You had a good product to begin with, which obviously helps.

Host

But 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.

Host

But the difference is you cared a lot and your service was just amazing.

Host

So you were always responsive.

Host

And if you didn't have that answer, you would let us know, hey, this is working on this next rollout.

Host

Here's a temporary workaround when you relate that to just sales in general, or let's just say logistics.

Host

If 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.

Host

So props to you.

Host

You've built something awesome thus far.

Host

I know it's going to keep growing.

Host

You had this idea to do a CRM.

Host

Tell the listeners what you built.

Host

What does it do?

Host

What is a CRM?

Josh Lyles

A CRM is a customer relationship management tool.

Josh Lyles

And essentially, simply put, it is almost like a notebook, a digital notebook of all your.

Josh Lyles

Your friends that you have in business.

Josh Lyles

Right.

Josh Lyles

Or the people that you want to reach out to.

Josh Lyles

And 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 Lyles

It 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 Lyles

You may want to find influencers, people that have the information or can get you to the right person.

Josh Lyles

Timing 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 Lyles

So the tool essentially is just a record log of that.

Josh Lyles

A 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 Lyles

And that's normally as simple as it.

Host

Always a note column, less always.

Josh Lyles

So with that, I'll just say that once.

Josh Lyles

You typically get probably above the 20, 30, 40 contacts part.

Josh Lyles

If 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 Lyles

That's where CRMs are really effective.

Josh Lyles

It allows you to track back all your steps.

Josh Lyles

When did you make your calls, when did you make your emails?

Josh Lyles

When are you following up with them?

Josh Lyles

And to me, follow up is the biggest fundamental that you have to have and I think it helps with that.

Josh Lyles

And so, so many of them from my experience were just so complex.

Josh Lyles

When 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 Lyles

And I remember when I first got into it, it was just the most confusing thing ever.

Host

The bells and whistles.

Josh Lyles

Yeah, just like all of them.

Josh Lyles

And it's just unnecessary.

Josh Lyles

Right.

Josh Lyles

And you know, you spending money for those bells and whistles that you're not using.

Josh Lyles

And so for me it was just simplify it down.

Josh Lyles

Right.

Josh Lyles

And from being a salesperson and a sales manager is okay.

Josh Lyles

If 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 Lyles

That's what sales is.

Josh Lyles

And so it was just simplify the notes and the follows piece.

Josh Lyles

Find a couple of things that I felt that were missing from the other systems.

Josh Lyles

When 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 Lyles

It was just those simple things that I felt were missing.

Josh Lyles

And then I also knew that the cost was high for the systems.

Josh Lyles

I had heard some of the price points that some of these companies pay for them.

Josh Lyles

I just never understood why that needed to be a thing.

Josh Lyles

So that's really where it kind of sparked of wanting to actually see if I can get into that space.

Josh Lyles

I actually knew it was a crowded space.

Josh Lyles

From my research that I did, I knew it was a crowded space.

Josh Lyles

But quickly in my journey, my go to market strategy sucked.

Josh Lyles

I'm very upfront about that of I targeted a multitude of different industries.

Josh Lyles

I didn't think about the kinds of people I'm reaching out to and their pain points within their company.

Josh Lyles

It was last year, actually, when I really got to a point where I really had to figure it out.

Josh Lyles

And I hate admitting this, but it's just.

Josh Lyles

My 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 Lyles

Or one industry and like one Persona, and I just ignored it.

Josh Lyles

I felt that I could just tackle the world and it was just stupid.

Josh Lyles

There's just.

Josh Lyles

There's just no reason to do that.

Josh Lyles

And so when I did focus it in freight, and the reason why I did that is because I understood freight.

Josh Lyles

I understood what went into the sale.

Josh Lyles

I knew how complex it could be.

Josh Lyles

I 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 Lyles

And they'd have to also teach them what a freight broker does, that there's great opportunity.

Josh Lyles

And then when I went to the TIA conference last year and I was going around, everybody was building tmss and nobody had CRM.

Josh Lyles

So to me, it was just kind of a perfect fit and right time and just to go for it.

Josh Lyles

And I'm really glad we did.

Josh Lyles

My team's been grateful about it.

Josh Lyles

I gave my developers a crash course on freight.

Josh Lyles

Real 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 Lyles

And from the user standpoint, not ours as a development team, you didn't create.

Host

Something that didn't exist necessarily.

Host

You found a void in our space, mostly with CRM providers.

Host

You build a product better specific to an industry that you could grow and elaborate on.

Host

So, you know, if you're listening, I know Josh would recommend locking yourself in for 24 hours straight to find out your next step.

Host

But you don't have to reinvent the wheel.

Host

Josh didn't reinvent the wheel, Brian.

Host

I didn't start a brokerage as the first brokerage ever.

Host

Like there are thousands and thousands of brokerages.

Host

You had to find, you know, something that you're passionate about, pursue it.

Host

I'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.

Host

Like, is that.

Host

Would you agree with that where are we at there?

Josh Lyles

That's a great point.

Josh Lyles

Yeah.

Josh Lyles

Because it's not necessarily fully the technology.

Josh Lyles

I love what the CRM can do for people because of what.

Josh Lyles

What it did for me, it changed my sales career.

Josh Lyles

For the salespeople I managed, some of them came when I first hired them.

Josh Lyles

Not in great financial positions, in debt.

Josh Lyles

All that stuff got them out of that, put their families in much better situations.

Josh Lyles

So that's the reason why I love sales, is because one, all businesses need it.

Josh Lyles

I think sales always gets a bad rep.

Josh Lyles

But at the end of the day, your company, everybody's company, has salespeople and has people that are selling.

Josh Lyles

And so that's the reason why I do love it is because you have to have those people on your team.

Josh Lyles

Typically, 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 Lyles

And so that's what's fun for me is when I get to hear the stories.

Josh Lyles

Talking with guys on your team about record new shipper months and others that I'm working with.

Josh Lyles

That'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 Lyles

They still have to do the work.

Josh Lyles

The system helps them work to get to achieve that.

Josh Lyles

But that's.

Josh Lyles

That ultimately is what's most fulfilling for me about it.

Josh Lyles

And it's just.

Josh Lyles

And it all spurred more.

Josh Lyles

So not that I'm a true, like CRM nerd technology nerd.

Josh Lyles

It's just more so.

Josh Lyles

Hey, 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 Lyles

But you got to get to that.

Josh Lyles

That spot where you realize like, hey, I just don't really need all those things to get the job done with the fundamentals.

Host

Well, we love it.

Host

We appreciate you.

Host

I know our employees find a ton of value in it.

Host

So if people were to look you up or want to learn more about sales, sales-CRM where they find you.

Josh Lyles

Sales-CRM.com would be the best.

Josh Lyles

Just for general information about us.

Josh Lyles

And then you guys can always add me on LinkedIn.

Josh Lyles

Josh Lyles.

Josh Lyles

L Y L E S.

Josh Lyles

Feel free to shoot me a message.

Josh Lyles

Happy to call, text, email, whatever it may be.

Host

Last question.

Host

I have ever thought about getting back in brokerage.

Josh Lyles

Absolutely.

Host

Sorry.

Host

Sorry, Brian.

Josh Lyles

You already asked me this twice.

Host

I'm persistent.

Host

But, Josh, we appreciate you.

Host

Thank you for coming on.

Josh Lyles

Thanks, Justin.

Host

I asked my wife to leave me.

Host

Yeah.

Host

It's because I lost my self worth.

Host

I felt like I had no value.

Host

I got fired.

Host

I had another kid on the way.

Host

We had nowhere to move in Cincinnati.

Host

We were stuck in Austin Tech.

Host

Majority of people have been there.