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…
Christopher Duncan asked us, “Is there a way to get notifications when someone in an email campaign opens an email?” “Great question, I have recorded a video specially for you explaining in detail: https://www.loom.com/share/857c1c43317b4609a453008f92d0cb96 ”
Luis A Colón Rivera asked us, “Hi!!! I’m in the agent recruitment process. How I can add an agent in the crm, etc?” “Is the agent going to have their own account with their own funnels and their own leads? If so, they should…
Ruben Carillo asked us, “Question: Do I get charged more if i add additional users to my Agent CRM account? I just want to be able to fill calender slots for my team with the leads im starting to generate. Thanks.” “No, you won’t…
Technology advances happen quickly. There is always new program, app, or widget that claims to increase productivity, efficiency, and effectiveness for businesses. CRM software is one sales innovation that won’t go away, as it has proven to be far more helpful than others. A CRM…