Software for managing customer relationships (CRM) is used to gather customer data. These Agent CRM marketing features can help you collect customer data, personalization, efficiency, and promotional activity. What marketing advantage can CRM marketing give you? Using centralized data, one will better understand their clients….
All businesses must manage its client connections well. Learn how CRM software enables companies to retain client relationships and increase revenue. As you may know, many sales, marketing, and customer support teams face the problem of acquiring data-driven insights and translating them into profitable actions….
If you’re looking for a way to visualize your sales process, a sales pipeline is exactly what you need! This graphical image depicts where your deals are in the sales funnel, where they are trying to stall, and which sales are contributing to reps closing…
Although a sales pipeline is great for structuring your sales operations and procedures, it requires management as well. Estimating the upcoming sales you want to close is the goal of pipelines. If your management is poor, you can be missing out on sales. Let’s talk…
Jay Carter II asked us, “Hi!! Is there a way replace Calendly with Agent CRM? Do I have a scheduler link?” “Yes, Agent CRM comes with it’s very own online booking system. You can replace Calendly! Go to Settings > Calendars and setup your calendars”
Ruben Carillio asked us, “Hey Team, So im going to implement the “life insurance quote” form into my follow up sequence however how can i set it up so that after they are done filling out the form, they will be prompted to schedule/book a…
Jay Carter II asked us, “Hello can you change your number to a local number with the power dialer feature like you can in phone burner?” “No, our dialer does not have the “local presence” feature Local Presence worked great when it was a…
A Group Member asked us, “I need some help. I setup a resurrect lead campaign and automated for tomorrow morning but I don’t see where I can edit it or change the time. Any help?” ” If you’ll be adding your leads to the…