8 Ways to Save Time Using Contactually CRM

Nearly of the best customer relationship direction (CRM) software requires at least some basic technological experience. Fortunately, newer, more intuitive systems are being built to help tech newbies get the virtually out of customer and employee data. Hoping to compete against industry big-dogs such equally Apptivo, Salesforce.com, and Zoho is Contactually CRM, an like shooting fish in a barrel-to-utilize solution that more than makes up for its hefty price tag, with a ton of attractive features.

In addition to its usability, Contactually CRM integrates with thousands of applications, its customer service is second-to-none, and it comes pre-loaded with tons of useful templates. We've compiled the following list to guide you through some of these features, and to help you lot get the most out of your Contactually CRM account.

i. Create Email Templates
Unless y'all're in the business organization of selling time machines, your master mode of advice with clients is email. Rather than typing "What can I do to put y'all in a new car today?" over and over again, why not create a few e-mail templates to speed things up? This is a uncomplicated procedure that just requires a few steps.

Offset, caput to the "Settings" page on your dashboard. Click "Email Templates" and then choose "Add Email Template." You'll want to select "New Email Template." Contactually volition ask y'all to provide some information here. Y'all'll demand to create a proper name for your template too equally a subject field line and body copy. Click "Salve." A pre-loaded library of templates is included with your account then, if you're super lazy and want a shortcut for your shortcut, just apply one of these to communicate with your contacts.

2. Automate Mass Email Campaigns
Don't waste material time crafting personalized emails to every atomic number 82 you meet. With Contactually CRM, you tin can create automated campaigns for a pre-determined group of recipients that stagger at your preferred cadence. Here'due south how it works: Imagine you but met 20 prospects at a merchandise show. Rather than sending individual follow-ups to each recipient, or BCC-ing them on the same generic email, you can create a bulk campaign that sends them the same follow-upward email, but with their respective names added to the introduction field.

What'southward peculiarly cool about this characteristic is that you tin likewise create a series of additional emails that follow the introductory email. Want to bank check in after 30 days to see if they're interested in a demo? Your second email in the series will automatically fire off one time the pre-established time menstruation has passed. Here'southward how to ready it up: Build a sequence of email templates that follow the cadence and tone you'd like to utilise with your new group of prospects.

Once your templates take been created, click "Program" on your dashboard'south home screen. Select "Add New Program." You'll exist asked to add together an e-mail template to the first step of your program. Add one of the templates yous just created. Aslope each template, you'll be asked to enter the number of days you lot'd like to laissez passer before the adjacent email is sent; practise this for every email template in the series. Click "Salve" for every email. Once y'all've created your entire programme, click "I'm Done Editing." To add contacts to this program, become to each contact's profile page. Choose the program you merely created from the driblet-downwardly menu, and and so click "Save."

3. Add Your Google Calendar
Go to "Settings," select "Add together Agenda." Choose "Connect," which you tin can detect next to the Google logo. When you're asked if you lot'd similar to accept offline admission to this email business relationship, click "Take." Now, you lot'll be able to view your calendar inside the Contactually CRM dashboard.

The best part almost this characteristic: You lot'll exist able to see a history of the meetings you've had with your contacts. This will help to provide a flake of context and perspective on your relationship with clients before heading into important meetings.

4. Import a Microsoft Excel Spreadsheet
New to Contactually CRM? Well, yous don't want to enter all of your one-time contacts into the system, and your intern is busy on a coffee run. In a few easy steps, yous tin transfer your entire spreadsheet into the system. First, save your Microsoft Excel spreadsheet equally a CSV file. Click "Contacts" in your Contactually CRM dashboard. Select "Import," then cull your file, and click "Submit."

You'll need to map your fields to each column of the spreadsheet. Contactually CRM will typically recognize mutual fields, such as "Last Name" or "Phone Number," but yous'll accept to guide Contactually CRM to unusual spreadsheet column names. In one case you've gotten all of your fields aligned betwixt the spreadsheet and Contactually CRM, click "Stop Import."

v. Bucket Your Contacts
Tired of scrolling through an endless listing of contacts to endeavor to find a single group of clients? Try creating a "Bucket" in gild to ameliorate organize your contact list. To exercise this, click the "Buckets" tab on your dashboard. Select "Add Bucket" and name your new group. Click "Salvage."

Next, get into the "Contacts" section of your dashboard. Click "Unbucketed" on the left-mitt side of your screen. Select all of the contacts you'd like to add to a "Bucket." Once you've picked everyone, select "Edit Buckets," and click the "Bucket" to which you'd like to assign this group.

6. Create a Pipeline
Even if you hate the word "pipeline" every bit much as I exercise, you probably empathise the value that pipelines serve in helping to manage CRM workflows. If you're tracking a lead or managing a auction, creating a pipeline in Contactually CRM can be really benign for your entire team. Here'southward how to get started: Click "Pipelines" at the height of your dashboard. Select "Add Pipeline." Yous'll exist asked to name the pipeline and provide stages for each event that occurs within the workflow. Click "Save."

Next, you'll want to choose "Add together Deal," and associate a contact and a monetary value to each bargain. Click "Relieve" again. Contactually likewise provides stock pipelines with the system, then you can just use i of those if the pipeline you're trying to projection isn't unique.

seven. Relieve Your Searches
You lot've already bucketed and programmed everything. Now you desire to be able to access everything without having to type in a search phrase or click through 3 steps within the dashboard. Contactually CRM allows yous to save your searches and then that they announced in 1 card on your "Contacts" page.

To do this, perform a search on your "Contacts" page. Once your query has been answered, click "Save Current Search." You'll be asked to name your search. Name information technology and click "Save."

viii. Create a Team
If you'd like to save precious time by communicating with more than one coworker at a fourth dimension, create a team. This will enable you to share contacts, pipelines, and templates without having to double and triple your work. To create a team, click your "Settings" icon. Select "Users" and click "Add New User." Enter your user's information and printing "Salve." This will automatically create a new team. If y'all'd like to add a new member to the team, repeat this same process but, instead of clicking "Users," click "Teams" to start the procedure.

This article originally appeared on PCMag.com.