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CRM

Explore NetHunt CRM: How to Segment your Customers by Territory [Video]

In this episode of Explore NetHunt CRM, we explain why your business might need territory filters and show how to set up territory segmentation in NetHunt CRM. Sign up for NetHunt CRM now – https://pxle.me/UkvG8emm – there’s a free 14-day trial period, no credit card required. And if you need any more information, our lovely customer success team is ready to help you out. Book a free demo call, and they’ll examine your business to tell you exactly how your particular business can benefit from using NetHunt CRM. Book a Demo: https://bit.ly/3ngVvD1 Time-codes:00:05 Why do you need territory filters?00:43 How to set up territory segmentation in NetHunt CRMSegmentation lies in the basis of successful sales and marketing activities as it allows you to personalise them. However, manual segmentation of the customer database becomes impossible as soon as your record collection hits a certain threshold. Then, it would be best if you employed a reliable tool to do the job for you.Luckily, the majority of great modern CRM systems offer extensive segmentation functionality. For instance, NetHunt CRM allows you to filter your customer base by various criteria, including territory filter. The territory filters help your business:To meet with current and potential customers once you’re nearbyTo identify the most effective territories in terms of sales and adjust your sales strategy with this information in mind —————————–About NetHunt CRM——————————–NetHunt is a fully-fledged CRM software designed for sales, marketing, and customer service teams. Our mission is to help small and medium-sized businesses grow better, grow happier.NetHunt is a Gmail CRM that brings sales automation and drip campaigns straight to your inbox. It has Webforms, LinkedIn, Facebook Messenger and Intercom integration and covers a full set of features to automatically capture leads, nurture them, manage sales pipeline, and close deals faster.Our customers use NetHunt to get jobs done:- To automatically capture leads via webforms.- To send out drip campaigns and nurture leads.- To organise client and lead databases. – To capture leads with LinkedIn integration.- To sync their Gmail activity with CRM and track sales processes.- To sync their sales funnel with CRM stages, statuses, and tags.- To manage individual and team tasks.- To schedule follow-ups, bulk email campaigns, newsletters, and other types of communication with customers.- To integrate NetHunt with other apps that they use every day.- To store and access every moment of customer interaction with their sales team.- To remind them about important calls, meetings, follow-ups.- To monitor sales metrics and improve sales performance.- To sync activities between sales, marketing, and support departments.- To never miss a potential lead.Book a demo and learn about how your business can succeed with NetHunt CRM! https://bit.ly/3ngVvD1 #CRMtutorial #CRM #NetHuntCRM

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CRM

Maximizer CRM Review | CRM Tutorial | ProAptivity | What is a CRM | CRM System [Video]

Maximizer CRM Review | CRM Tutorial | ProAptivity | What is a CRM | CRM SystemIn this video, we take you through how to use the CRM system in ProAptivity using the Maximizer CRM system.At ProAptivity, we offer affordable CRM software solutions. Our solutions provide your business with the tools needed to maximise productivity, manage and expand client relationships, improve sales performance and enhance the customer experience.Learn more about what we offer and how we can help you by visiting our websitehttps://www.proaptivity.com/

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CRM

Explore NetHunt CRM: Which Marketing Channels Bring You More Leads [Video]

In this episode of Explore NetHunt CRM, we explain the importance of source performance and show how to track marketing performance in NetHunt CRM. Sign up for NetHunt CRM now – https://pxle.me/ZCLzUQkl – there’s a 14-day free trial period, no credit card required. And if you need any more information, our lovely customer success team is ready to help you out. Book a free demo call, and they’ll examine your business to tell you exactly how your particular business can benefit from using NetHunt CRM. Book a Demo: https://bit.ly/3HfjfiO Time-codes:00:04 Why is source performance important? 00:46 How to track marketing performance in NetHunt CRMCRM software isn’t just a tool for sales, it can also be of great use to the marketing team. NetHunt CRM is an amazing CRM for marketing that allows marketing specialists to identify where their leads come from and use that information to adjust the lead generation strategy by putting emphasis on the most effective lead sources and eliminating the ones that don’t work as well.Besides, when you see the breakdown of your sales pipeline by lead source, you can also identify channels that bring customers with high/low LTV and adjust your marketing efforts accordingly. —————————–About NetHunt CRM——————————–NetHunt is a fully-fledged CRM software designed for sales, marketing, and customer service teams. Our mission is to help small and medium-sized businesses grow better, grow happier.NetHunt is a Gmail CRM that brings sales automation and drip campaigns straight to your inbox. It has Webforms, LinkedIn, Facebook Messenger and Intercom integration and covers a full set of features to automatically capture leads, nurture them, manage sales pipeline, and close deals faster.Our customers use NetHunt to get jobs done:- To automatically capture leads via webforms.- To send out drip campaigns and nurture leads.- To organise client and lead databases. – To capture leads with LinkedIn integration.- To sync their Gmail activity with CRM and track sales processes.- To sync their sales funnel with CRM stages, statuses, and tags.- To manage individual and team tasks.- To schedule follow-ups, bulk email campaigns, newsletters, and other types of communication with customers.- To integrate NetHunt with other apps that they use every day.- To store and access every moment of customer interaction with their sales team.- To remind them about important calls, meetings, follow-ups.- To monitor sales metrics and improve sales performance.- To sync activities between sales, marketing, and support departments.- To never miss a potential lead.Book a demo and learn about how your business can succeed with NetHunt CRM! https://pxle.me/SC2Mefks #LeadSource #NetHuntCRM

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CRM

How-to use Google Sheets as your CRM (tutorial + template) [Video]

Manage clients effortlessly with this easy-to-use & flexible CRM (customer relationship management) system for Google Sheets.CRM software is packaged with features you’ll never use, plus a sizable monthly cost. Ever wish you could simply copy-paste your contacts into a spreadsheet to manage clients? With this 100%-customizable Google Sheets CRM template, you can do exactly that & more!READ MORE — https://vip.graphics/google-sheets-crm/?ref=ytDOWNLOAD HERE — https://vip.graphics/shop/google-sheets-crm/?ref=yt* * Learn how to create a CRM (customer relationship management) system with Google Sheets: Don’t waste money on monthly subscriptions and features you’ll never use: this Google Sheets CRM has everything you need — from customer & prospect management to automated dashboards & integrations with Gmail and Toggle time tracking.How to use Google Sheets as your CRM: 00:00 – 00:46 Overview of Google Sheets CRM: Dashboards & more00:47 – 01:15 Define sales stages and client codes01:15 – 01:58 Managing prospects & customers01:59 – 02:36 How-to add new customers02:37 – 03:33 Toggl time tracking03:34 – 04:03 One-time configuration04:04 – 04:59 Gmail labels automation05:00 – 06:07 Toggl configuration06:08 – 07:39 Quarterly dashboards & updates07:40 – 08:17 Annual dashboards 08:18 – 09:00 Google Sheets CRM templateEver forget to send an invoice until a month after a project finished? Lose track of a new client or project for a few days? Or perhaps you’re getting so many new leads that it’s become harder to keep up!If this sounds like you, then the Google Sheets CRM can help streamline your client management operations in a matter of minutes.A spreadsheet-based CRM template for Google Sheets, perfect for freelancers & agencies.Browse VIP Graphics: https://vip.graphics/shop?ref=yt&prod=gsheetscrmDownload freebies: https://vip.graphics/freebies?ref=yt&prod=gsheetscrmRead our blog: https://vip.graphics/blog?ref=yt&prod=gsheetscrmCreated by VIP Graphics: https://vip.graphics?ref=yt&prod=gsheetscrmREAD MORE — https://vip.graphics/google-sheets-crm/?ref=ytDOWNLOAD HERE — https://vip.graphics/shop/google-sheets-crm/?ref=yt

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CRM

Mortgage Calculator For USA in Zoho CRM [Video]

Download Link: https://crm.zoho.com/crm/ShowSetup.do?tab=webInteg&subTab=marketPlace&nameSpace=bitcodemc&portalName=bitcode&install=true&versionIndex=3761804000000346020 For custom Zoho development, web application development, website, content writing, SEO, graphics design, and video editing please contact us at developer @ bitcode . pro (please remove space from the mail)

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CRM

Five Ways to Get your Team Actually Use a CRM [Video]

Watch this video to find out how you can get your sales team to actually use CRM software, turn CRM updating into a team-wide habit and leverage all its benefits. Book a free demo with the NetHunt CRM Customer Success Team – https://bit.ly/3FaVzdO – and find out how your business can succeed with our CRM solution. Time-codes:00:14 Explain CRM00:49 Train CRM01:44 Gamify CRM activities02:31 Integrate CRM03:18 Use CRM====================Back in the day, CRM used to be a quirky little addition to the salespeople’s and marketers’ tool stack. Today, however, it’s no longer the case. CRM for sales teams is a must-have piece of software that every company needs to invest in to stay afloat. It offers an extensive range of features, including contact management, sales pipeline management, sales automation, reporting and analytics, etc. But it’s not enough to simply purchase a CRM solution. CRM isn’t a magic pill for a stagnant sales pipeline or customer churn. Unless your sales team regularly updates the database with relevant, timely and complete data, you won’t be able to leverage the benefits and grow your business.Therefore, it’s essential to turn CRM updating into a team habit and ensure that every little detail gets recorded in the system. Now, this is something a lot of sales executives struggle with. Due to a number of factors, sales leaders fail to successfully implement CRM for sales teams, so it no longer acts as a repository for fresh and reliable data. As a result, they find themselves in a situation where the software doesn’t work as intended and sucks out the money from the company budget without giving the promised ROI.Luckily for you, we know how to fix this problem. CRM Lab has compiled a list of the five most effective ways to get your sales team to actually use CRM software: Explain the benefits of using CRM software and tell exactly how to deploy itTrain your sales team on how to use CRM effectivelyGamify CRM activities, bring an element of competition to encourage your sales reps to update the CRM regularly Integrate the CRM solution with other apps that are already in your tool stackLead by example and use the software yourself And of course, make sure you invest in a CRM solution that makes your sales team’s life easier instead of complicating it. You need to choose a system that solves the problems your business faces and matches your specific business workflows. —————————–About NetHunt CRM——————————–NetHunt is a fully-fledged CRM software designed for sales, marketing, and customer service teams. Our mission is to help small and medium-sized businesses grow better, grow happier.NetHunt is a Gmail CRM that brings sales automation and drip campaigns straight to your inbox. It has Webforms, LinkedIn, Facebook Messenger and Intercom integration and covers a full set of features to automatically capture leads, nurture them, manage sales pipeline, and close deals faster.Our customers use NetHunt to get jobs done:- To automatically capture leads via webforms.- To send out drip campaigns and nurture leads.- To organise client and lead databases. – To capture leads with LinkedIn integration.- To sync their Gmail activity with CRM and track sales processes.- To sync their sales funnel with CRM stages, statuses, and tags.- To manage individual and team tasks.- To schedule follow-ups, bulk email campaigns, newsletters, and other types of communication with customers.- To integrate NetHunt with other apps that they use every day.- To store and access every moment of customer interaction with their sales team.- To remind them about important calls, meetings, follow-ups.- To monitor sales metrics and improve sales performance.- To sync activities between sales, marketing, and support departments.- To never miss a potential lead.Give NetHunt CRM a try – https://pxle.me/n1MCw6wy – the first 14 days are on us! Music: bensound.comVideo footage: pexels.com#SalesCRM #CRM #NetHuntCRM

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CRM

Konnektive CRM Guide: The Most Common Issues And How To Avoid Them [Video]

Click the link below to learn more:https://webforce.io?oid=4&affid=1&source_id=YouTube&sub1=Social Media&sub2=Konnektive_CRM_Guide_The_Most_Common_Issues_And_How_To_Avoid_ThemIn every business, there are some people who dislike change, so they like to stick to using an outdated system like Konnektive CRM.However, the problem with using outdated CRM systems is that old technology eventually becomes obsolete.Not sure what you’re missing in Konnektive CRM that you can overcome with the tech intelligence of WebForce’s CRM?Then, let’s go through some essential points to reveal how to streamline your business processes and overcome the problem of using an outdated CRM system.The Problems (And Solutions) Of Using Outdated TechnologyOld technology impacts the bottom line, productivity, online security, and the customer experience.Outdated technology impacts the security of online businesses, making it easy for hackers to steal customer information. Your business initiative is as good as over once customers get wind that your site doesn’t possess sufficient techniques to safeguard their data.WebForce is truly a force of nature to deliver the latest technology to support business growth. When you switch from Konnektive CRM to the WebForce effect, you boost profits within weeks and months.You generate confidence because you can secure customer data. You also get to create a user experience that keeps customers online, converts visits into purchases and creates repeat business.Your small business also benefits from updated WebForce CRM technology because productivity increases exponentially. Why?Because our CRM technology syncs with 21st-century developments, it is easier for employees to do their work. You simplify audience reach, grow your markets, and increase profits in a shorter time frame, making WebForce’s all-in-one CRM system the intuitive choice.Tech Integration Just Got A Whole Lot EasierWhen you use the “Force” (WebForce), tech integration is also simplified. So instead of using the Frankenstein monster method of patching all types of technology together that creates complications, why not go for one efficient system?Overcome Design And Development CostsAnother major drawback of using archaic technology is that it costs more to maintain. Because integrations of old and new apps and tech systems don’t always sync well, it becomes time-consuming and pricey to rectify glitches.One call and you get the help you need to customize pages and integrate your entire CRM process. WebForce’s team is also readily available to respond to requests for updates or modifications as you need them.Detailed Data Availability Makes All The DifferenceOnline businesses rely heavily on data to make a difference. This difference depends on having an integrated system in one place, where everyone can use what they need in real-time.Sure, you can use a patchwork system of various apps to generate data to create meaningful information, but accessing this data can be problematic when using non-native apps. Your data is dispersed, making it difficult to draw into a cohesive whole.You don’t have to deal with constant roadblocks when you use existing native actions that are inbuilt into the CRM. When you choose WebForce, you can gather all the data and analytics necessary to optimize business reporting and functionality.So why would you pay hefty fees to use a less capable system like Konnektive CRM that relies on aging technology?The team prides itself on making your eCommerce store, blog, or other online initiatives a simple process. Essentially, the team lives up to its promise to help you overcome design and development costs with a contemporary one-stop tech solution. Moreover, the products and services available are user-friendly, and the team can resolve issues rapidly.Simplify Access To Improve CRM ManagementWhen you have an array of systems and apps, you also often need multiple login details. Working with various login requirements on different integrations creates unnecessary problems.Unlike Konnektive CRM, WebForce CRM adopts the KISS method. So, keep it simple sunshine with one password login for multiple portals and systems to manage business operations.Use WebForce’s Simple CRM GuideChange can be challenging but when it comes to aging technology, as you find with Konnektive’s CRM, you will create more problems than solutions at some point. When that point arrives, things become costlier than you could imagine.Avoid this unpleasant situation by making the right choice for your business right now.Explore our extensive products to simplify your business operations.Contact WebForce for an online CRM demo and change how you do business today before it’s too late.Click the link below to learn more:https://webforce.io?oid=4&affid=1&source_id=YouTube&sub1=Social Media&sub2=Konnektive_CRM_Guide_The_Most_Common_Issues_And_How_To_Avoid_Them

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Webinar

[WEBINAR REPLAY] BulkLeads net Walkthrough & Use Cases lead generation b2b lead generation [Video]

Daryl shows you behind the scenes of the massive data tool call BulkLeads.net. You can use it as a CRM, for cold email outreach, domain investing, validate emails and much more. This tool has hundreds of features and is priced under $100 per month for unlimited data. This is a must-watch webinar!BulkLeads.netCOUPON CODE: MASSPAGE30% Off Recurring DealUnlimited Lead Data20+ Marketing Tools In OneCompany Datasets15M+ B2B Company Data500M+ B2C Local BusinessesUnlimited Contact SearchingLinkedIn Prospecting ToolsAuto Visit Auto Connection RequestsAuto MessagingExtract EmailsShortcut MessagesDaily Whois DataAPI FunctionsCRMUnlimited ContactsEmail Campaigns & SequenceOpportunities/PipelinesLead ScoringEmail TemplatesWarmup Email SystemOther ToolsChatbotSocial Proof WidgetReviews WidgetEmail VerifyEmail DiscoveryWhat Bills This Replaces:Datasets $150 Per monthFind Contact Email From Websites & LinkedIn $110 Per monthAuto Visit and Connect Request LinkedIn $47 Per moReviews Widget $17 Per monthChatbot $47 Per monthSimplified CRM $25 Per Month Per UserMarketing Campaigns $25 Per MonthBulk Email Verifying (Per credit) $50 per month$470+ per monthBulkLeads.netCOUPON CODE: MASSPAGE30% Off Recurring Deal

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CRM

How to Import Contacts in HubSpot (key updates for 2022) [Video]

Do you have a spreadsheet of contacts you want to upload to your HubSpot CRM contact database? It’s pretty straightforward, but there are some best practices you’ll want to follow. In this video, you’ll learn how to easily import contacts to HubSpot! We cover how to correctly import your excel spreadsheet of contacts into HubSpot as well as imperative best practices to follow during the process. Here’s the breakdown: 0:25 – Starting the import process under the “Contacts” or “Companies” tabs 2:00 – What to do when HubSpot asks you, “How many files are you importing?” 3:10 – Selecting the right “object” quantity and type4:50 – “Contact ID” explained 5:30 – Understanding the “Unique Identifier”  6:25 – Mapping columns in your file to contact properties 7:33 – The importance of creating naming conventions for your imports9:20 – Verifying your list after your finish the import 11:06 – Using filters on the “Contacts” page to view contacts from the newly imported list  Watch to learn more about HubSpot’s contacts features!_______________👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: https://hubs.ly/H0mrCbm0 ______________📚ADDITIONAL RESOURCES: Want a deeper look at what you should know before buying HubSpot? Grab our free HubSpot guide at our website: https://hubs.ly/H0-JW-v0 Here’s a helpful guide on how to prepare spreadsheets: https://blog.hubspot.com/customers/5-excel-hacks-hubspot-importLearn more about lifecycle stages in this article: https://blog.simplestrat.com/detailed-guide-hubspot-lifecycle-stages-how-use-them_______________🎬ABOUT HUBSPOT HACKS:HubSpot Hacks is a weekly YouTube series hosted by HubSpot Agency SimpleStrat.com. It’s full of tutorials, featuring tips, tricks and how-to’s from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.Hosted by:🙍🏼‍♀️Ali Schwanke (https://twitter.com/alischwanke)🙎🏼‍♂️Tyler Sprunk (https://twitter.com/getsprunk)_______________💬QUESTIONS OR FEEDBACK?Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don’t forget to subscribe to the channel and share on social!For customized HubSpot training, visit https://hubs.ly/H0mrCbm0. #HubSpotTutorial #HubSpotContacts #HubSpotImport

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Webinar

Lead Squeezers Marketing & CRM tips. Mike’s CRM & Marketing webinar 11-5-21 [Video]

Lead Squeezers advanced CRM tips. Mike’s CRM & Marketing webinar 11-5-21.In this webinar, I show how to create an email & text campaign, create a landing page/web form and link your campaign to the webform so you can capture insurance leads on social media. https://leadsqueezers.com/ https://www.facebook.com/LeadSqueezershttps://www.instagram.com/leadsqueezers/ Mike Brenhaug host a weekly CRM, Sales & Marketing training. Teaching you how to increase your sales with the use of the Lead Squeezers CRM and digital marketing tools. Lead Squeezers CRM powerful automation features that will allow you to be more productive, save you time, and increase your sales. #1 CRM for Final Expense, Mortgage Protection, Life Insurance, P&C Insurance, Real Estate Agents, Mortgage Brokers, Financial Advisors. All-In-One CRM system with automated email, texting SMS, ringless voicemail. Lead Squeezers CRM has so many integrations you can dump all the other apps that you subscribe to. Twilio integration Zapier integration Sendgrid integration REPLACES: Constant Contact Mailchimp Aweber Pipedrive Salesforce Kixie https://leadsqueezers.com/ https://www.facebook.com/LeadSqueezershttps://www.instagram.com/leadsqueezers/