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,…
automation
59 Articles
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…
Shonda Observed Johnson asked us, “I need assistance with setting up the system. To import leads and set up automation for email/text/ringlessvoicemail” “Hi! Have you watched the training videos for Agent CRM? If not, here’s the link so you can check it: https://www.branninglibrary.com/courses/agent-crm-training You can…
The Carter Group asked us, “Is it possible to automate messages to my Facebook leads as soon as they come in?” “Yes! You do that using a workflow that’s triggered on a new lead from your Facebook connection 🙂”
Erna Cabuguas asked us, “Hi everyone, can someone please help me… The SMS (Texts) shown in the Reporting tab – what does it count? The number of SMS sent automatically in AgentCRM or manual sms sent through app by the user or both? Automation Calls…
Antonio Reyes asked us, “Hey! Im having an issue when i book an appointment, it is not sending the text notifications to my lead anymore…maybe something got unflugged?? It does show on my calendar but its not being send to the client” “Everyone includes this…
Pauline Cote Kalil asked us, “I am in the middle of my 14 day free trial & I’ve yet to be able to create a campaign. When I go to Automation on Workflows comes up. Is this because it is still my trial period?” “Since…
Phil Reames asked us, “Trigger Question. Can our triggers do math (functions and equations)? We have a Birthday Trigger in both regular triggers and workflow triggers. We can set those triggers for x amount of days before or after birthday etc. That is good for…