how to turn your crm from “extra work” to work for you
TRANSCRIPT
How to turn your CRM from “extra work” to work for you!
Elaine SommerschieldDirector of Operations
Key Features and 1 Big Bonus to Use in a CRM
5
1. Contact Organization & RelationshipManagement
• Nurture leads to clients• Connect w/existing leads• Secure clients for life
2. Lead Management
• Start conversion process• Automatically respond • Automatically distribute• Automatically organize• Automatically notify
3. Reporting Tools
• Report investment of leads• Monitor productivity• Metrics of content delivery
4. Diverse Ways to Communicate
• Scheduled Emails• Texting capabilities • Video Emails• Drip Campaigns
5. Integrate w/Other Technologies
Leverage other technologies for enhancements
Big Bonus Feature:
SUPPORTto help you take advantage of all these tools
LET’S RECAP!5 Key Features + 1 Big Bonus Feature to Use in a CRM:
1. Contact Organization & Relationship Management2. Lead Management3. Reporting Tools4. Diverse way to Communicate5. Integrate with other TechnologiesBONUS: SUPPORT