One of the most important things for your business to run successfully is to keep track of sales activities, along with managing leads and converting those leads into paying customers. The key pain point for most sales businesses nowadays is having problems managing calls, texts,…
Every business has a customer relationship management (CRM) system that tracks sales activity, lead scoring and management, email tracking, appointment setup, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing. Aggregate client data can be used by…
Through automation, customer relationship management (CRM) software assists firms in becoming more productive and efficient. Tasks that take a long time can be accomplished faster and with fewer human errors. CRM systems were modeled after the Rolodex and began with handwritten notes. They have progressed…
Becky Chopek Wilson asked us, “How do I convert a campaign into a workflow? or What is the difference?” “Campaign is part of the old setup that we have for automations. It is usually paired with Triggers. But, since we have the workflows now, which…
Walter Dublico Jr. asked us, “Hi there Branning Group, may I ask how do I verify the email of my staffs in order they can send emails using the email they are using?” “Are you referring to your Sendgrid account that you are using as…
Benjamin A Cobos asked us, “Can we create text templates? For just simple conversations? Like I use canopy connect and would like to create a template that I can just select for a simple text inside agent CRM with out having to copy and paste”…
Grag Crawford asked us, “If someone responds to an email, how do you get the response to also go to my gmail which was the sender email?” “On Settings > Email Services > Forwarding Address, you can add your email here so replies will also…
Daneel McDonald asked us, “Hi! Question – Is there a way to make it so that form submissions are connected with contacts that are already in the system?” “Forms filled out with an email and/or phone number that is already saved as your Contact in…