This screen shot from our CRM shows us which forms he has completed on our website, which emails this person has opened, and which links he has clicked.
Which CRM Should We Use?
The short answer is that the brand doesn't matter as much as the discipline of actually using it- but here's a list of the features we needed most:
Easy to use mobile app (so that salespeople will actually use it in the field)
Cloud-based, accessible from anywhere.
Customizable - can keep specific data like tail numbers, ratings and purchase history
Marketing automation - email templates, scheduling, etc.
Custom campaigns
Schedules, tasks and reminders
This screen shot shows the visualization of a campaign, including forms, email sequences, and other activities.
For us and for most of our clients (unless they have a special situation like multiple levels of commissions) the answer is Infusionsoft.
Whatever you use, it is well worth the time make sure everyone who interacts with customers commits to using it for every phone call and email, and learns to use at least the the basic functions very well and quickly. ..
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