How to turn your CRM from “extra work” to work for you!

Elaine SommerschieldDirector of Operations

elaine@wiseagent.com

Key Features and 1 Big Bonus to Use in a CRM

5

1. Contact Organization & RelationshipManagement

• Nurture leads to clients• Connect w/existing leads• Secure clients for life

2. Lead Management

• Start conversion process• Automatically respond • Automatically distribute• Automatically organize• Automatically notify

3. Reporting Tools

• Report investment of leads• Monitor productivity• Metrics of content delivery

4. Diverse Ways to Communicate

• Scheduled Emails• Texting capabilities • Video Emails• Drip Campaigns

5. Integrate w/Other Technologies

Leverage other technologies for enhancements

Big Bonus Feature:

SUPPORTto help you take advantage of all these tools

LET’S RECAP!5 Key Features + 1 Big Bonus Feature to Use in a CRM:

1. Contact Organization & Relationship Management2. Lead Management3. Reporting Tools4. Diverse way to Communicate5. Integrate with other TechnologiesBONUS: SUPPORT

QUESTIONS?Elaine SommerschieldDirector of Operations

elaine@wiseagent.com