Virtual Sales Day to Day
Hey! Quick side note, CMRX is a tool, not a robot that does everything for you. However, there are many features CRMX has that will make the sales process faster and easier.
Things you will be doing day to day:
- Creating Contacts
- Sending and Receiving Texts, Emails, and Phone-calls
- Setting Appointments
- Dispo Your Contacts
- Dispo Your Appointments
- Organizing your Sales Pipeline
- Using FU Automations
- Online Lead Process Overview
- New 72 - Online Lead Workflow
- Managing Conversations with Online Leads
- Creating Contacts
On Desktop
On Mobile
- Sending and receiving texts, emails, and phone calls
On Desktop
On Mobile
- Setting Appointments
On Desktop
On Mobile
- Dispo your contacts
On Desktop
On Mobile
- Dispo your appointments
On Desktop
On Mobile
- Organizing your Sales Pipeline
On Desktop
On Mobile
- Using FU Automations
On Desktop
On Mobile
- Online Leads Overview
The video above shows a in-depth process of Online Leads, below is a very simplified version of Online Leads in bullet points
- New Lead
- Initial Outreach Text and Email Sent to Lead
- Lead Responds to Hop on the Phone
- Hop on the Phone and Set Appt
- Add Appt to Your Calendar In CRMX
- Hold Appt
- Disposition The Lead
or
- New Lead
- Initial Outreach Text and Email Sent to Lead
- No Response from Lead
- Cold Call Lead
- If Lead Answers Set Appt
- If the Lead Does Not Answer It’s Automatically Sent to the “New 72” Workflow
- Hold Appt
- Disposition The Lead
- New 72 - Online Lead Workflow Overview
- Managing Conversations with Online Leads