Are you using 100% of your CRM's features?
Is Your CRM Fully Setup for Your Call Center?
Get Our Top 7 CRM Configurations
Here for Free.
Are you using 100% of your CRM's features?
Find Long Lost Sales (by fixing poor lead management in your CRM)
Get Strategies for Managing Poor Performing Reps & How to Track Agent Performance
Leverage Reporting and Alerts for Smarter & Quicker Decision-Making
Get More Pickups on Outbounds with Branded Caller IDs + Prevent “Scam Likely”
Measure Marketing Success: Track Marketing Campaigns on Inbound Leads
Improve Your Follow-Ups with Post Call Queue Missed Call Reporting
Increase Sales + Revenue from Re-Engaging Closed Lost Leads
The Goal of This eBook:
If you have a CRM setup and have agents answering your inbound leads -
Then this free eBook will be a game changer for you.
The goal of this eBook is to help you really take control of your CRM Management and Marketing Analysis and in doing so, help your business to maximize profitability of your leads & agent performance.
Integrating Your Various Systems
(Marketing, Lead Management, Client Management, Reports & Dashboards)
Identifying And Measuring
Key Performance Indicators
(KPIs)
Setting Up Automations For
(1) SMS, (2) Emails, (3) Agent Tasks,
(4) Admin Alerts, And (5) Reporting
Why can you trust our
thoughts in this e-book:
- We have spent over $150,000,000 in Google and Bing Ads over the past 9 years.
- We have set up lead management and CRM systems that have managed millions of inbound leads, with many clients handling over 1,000 new inbound calls per day, every day.
- We have set up payment and client management systems that have processed $100s of millions of dollars.
After reading this eBook, you can either implement its content on your own,
or hire experts to get the job done for you.
Whatever choice you make, just get it done.
Along with the key ideas and strategies in this eBook, there are also a number of real-life case studies.
Each case study is taken from real solutions we provided to one of our clients who needed to solve
issues relevant to the content of this eBook. Below is a snippet of two of these case studies:
CASE STUDY 1 of 7
We had one client where the reps were allowed to just not update all leads in the CRM.
From the task automation and call center dashboard build-out, we went from around 30% of leads not being fully updated nor
followed up consistently to less than 3% of leads not being
followed up on consistently.
- If you replicate these results, what is it worth to you?
- How much is each lead or deal worth to you?
CASE STUDY 2 of 7
We have one client where each agent has their own Outbound Caller ID.
The issue the company had was that it was showing as “Scam Likely” on some of their agent’s Outbound Caller IDs (since they had 50+ agents).
The “Scam Likely” showing up on some outbound calls was causing their potential clients to not pick up the phone at a high rate on some of their agents. So, we added their branding to the outbound caller ID, cleaned up the Scam Likely issue, and the answer rate on Outbound Calls went from 10% to 45%.
The “Scam Likely” showing up on some outbound calls was causing their potential clients to not pick up the phone at a high rate on some of their agents. So, we added their branding to the outbound caller ID, cleaned up the Scam Likely issue, and the answer rate on Outbound Calls went from 10% to 45%.
Do you know what your Outbound Caller ID is saying?
Test it out on a T-Mobile device, Vonage device, and AT&T device. Record what it says on each one. Then update if needed. If it says Scam Likely, take a look at the eBook on how to get it fixed for free.
CASE STUDY 2 of 7
We have one client where each agent has their own Outbound Caller ID.
The issue the company had was that it was showing as “Scam Likely” on some of their agent’s Outbound Caller IDs (since they had 50+ agents).
The “Scam Likely” showing up on some outbound calls was causing their potential clients to not pick up the phone at a high rate on some of their agents. So, we added their branding to the outbound caller ID, cleaned up the Scam Likely issue, and the answer rate on Outbound Calls went from 10% to 45%.
Do you know what your Outbound Caller ID is saying?
Test it out on a T-Mobile device, Vonage device, and AT&T device. Record what it says on each one. Then update if needed. If it says Scam Likely, take a look at the eBook on how to get it fixed for free.
Systems Integrations Flowchart Example
The goal of this example, is for you to get at least a few of these integrations in place.
So that you can start making some moves like our client below!
Questions you will be able to answer
after you go through all 34 pages
of this thorough content
Are you able to calculate the (a) Cost per Lead, (b) Cost per Qualified Lead, and (c) Cost per Sale across every marketing channel?
Can you associate the cost & revenue of every (1) campaign, (2) keyword, (3) ad group, (4) landing page, (5) audience, (6) referral website, (7) device, and (8) ad type? This information, if stored in your CRM, can then associate the costs from your marketing platforms to calculate the cost per Qualified Lead + Sale of each of the above metrics.
Are you tracking Brand vs. Non Brand in your ROI analysis for Search Ad Campaigns (Paid and Organic)?
Do you know if your Outbound Caller ID is showing your company name? Or if it says, “Scam Likely”?
What automation are you using with Tasks, Emails, SMS, and integrations between systems? What automations would you like to set up? Which automations are the most important for your business?
If you audit 15 random leads that are in an Open status in your CRM, will 100% of them be followed up on in a way that you would want them?
Is your percentage (%) of total Missed Calls under 10%, and then for all calls “post call queue”, is the number of calls missed under 5%?
Do you know the days of week and hours of day when Missed Calls are the worst?
