Streamline Your Document Processes with airSlate SignNow's Pipeline Crm System for Businesses

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let's say you need to organize and enhance and improve your business in a couple different ways you want a way to collect data you want a way to centralize your contacts so that you can keep track of everything you need a way to invoice need a way to have manage your pipeline and you need a way to book appointments and and schedule appointments with clients I'm going to show you a software tool that can do all of that coming up so this video is meant to be an introduction and an overview to the software that I'm talking about which is called keep the keep pro version specifically and what the software tool does is it organizes everything and gives you a lot of features and benefits all within the one software platform so you don't have to buy a bunch of different tools and software systems and worry about you know attaching them and connecting them and programming them together this is all in-house with one system so I'm going to go over today with you seven different things that this software will do that'll actually help you improve and better organize and plan your business with your sales your prospecting and a lot of your internal tasks so this is part of an ongoing series of videos where I'm gonna dig into a lot more detail for you on some of the specific tools and and features and things that the keep software does for you but for now let's go ahead and dig into the seven things that keep can do to help you get better organized and enhance your business number one is that you get the ability to manage your clients and your contacts all of them so you get one central portal that you can log into you can make notes on the contact you can make calendar notes follow-up appointments you can send emails you can tag them in and put them into different categories clients prospects and and different types of clients if that's applicable to you but you can the main thing is that you can keep track of all your data notes and follow-up tasks and things like that all right there the contact history and it tracks everything for you and stores it permanently so you can go back and search for that client and pull up their history at any point that you would like you can also add additional users to your keep account so if you if it's more than just you and you need a an office administrator or salespeople or anyone else in your company you can just add an additional user license and they can get in and access all of the same data by you you can set user permissions for each user but everybody can get in there and and look at the same data so if everybody's working on the same leads or there's an administrative team or a sales team everybody has access to that data again assuming that you want to give everyone access but it's again a nice central way to organize all of your data number two is that you get access to a sales pipeline manager so you can actually take new leads and new prospects whether you enter them manually straight into the system or whether you have lead forms on your website and they come in automatically you can start moving your your prospects into a sales pipeline and you can customize that however you would like so if you have just a a two or three step sales pipeline process that's unique to your company that's fine you can do that you can also get much more sophisticated with it if you would like and you can have five or ten different stages between prospecting to sending proposal and follow-up and finally you know winning that client business so you can move by just dragging and dropping clients from one stage to the next and of course everything is tracked within the client history notes if you were to just go straight into one contact in particular so again you get access to the sales pipeline management tool number three is the ability to utilize email marketing and this isn't just automation although that is definitely included you can send out broadcast emails and specific internal and/or external meaning client communication email notes just by pulling off the contact record and clicking to send an email straight from the the tech records so emails obviously a big feature and something that's core to this entire system but you get internal emails that you can send out you can communicate via broadcast for newsletters and company updates and things of that nature and then you can also create lists and utilize the campaign builder which I'll get to in just a second to create automated emails that go out over the course of weeks or months or even over the course of years and number four is the campaign builder as I just mentioned so the campaign builder is is is best used when you have a series of tasks that you want to automate whether it be email delivery or the delivery of links videos PDF documents or any documents that you want to send out to prospects clients referral partners anybody that is in your contact database you can set up a campaign and it is a structured sequence of events that will take place automatically and that's also included with the keep Pro system number five is that you get basic automation so as I'm indicating here with the campaign builder and email marketing and and the the tracking of the tasks and activity on each contact user record you can set up basic automation so that all of those tasks that you shouldn't be doing manually can be automated such as the delivery of documents the delivery of training videos or training materials that any of your clients or prospects may need to have you should and can be automating that stuff so that it's it's easier and more efficient not only for you but also for your clients so they can get that information immediately by clicking on link from links on your website or by you triggering an internal campaign that sends all the data that they mean so automation is included number six is the calendar and appointment scheduling functions so this is an internal calendar that's built into the software it is not an external service that you need to subscribe to separately this comes with the system so on the appointments tab you can just click and set up multiple booking links so if you're scheduling appointments right now via email back and forth through your calling people the scheduled appointments you can now use these links to send people via email and/or text and you can send them notifications to book an appointment with you and that appointment goes straight on to your calendar the system automatically syncs with Google Calendar so it'll pull pointment sweather you put him on your Google Calendar or through keep it'll automatically sync and those and you can block certain times that you're unavailable and and have different availabilities as well as setting different appointment times as well so all of that is included under the appointments tab and you get the ability to automatically schedule appointments for yourself and finally for this list number seven is the ability to collect invoices so there's a built in payments tab and it allows you to send invoices out and create custom quotes which then of course you can attach an invoice to for payment and it gives you an automated link that the system sends out to your prospect automatically so they can view your proposal they can then click and immediately pay whether it be a down payment or paid in full doesn't matter that's completely up to you but it allows you to connect your merchant account whether it be card connector first data or whatever the merchant account provider is through the use of a third-party gateway to keep it gives you the flexibility of setting up your own merchant account in order to utilize the invoicing functions that you get through keep pro so as you can see there's a lot of different tools and things that you get with one subscription to the keep pro software and you also get access to a lot of other things like text messaging communication right from the the dashboard and from the account you can get your own text messaging number and you can utilize that through the through the keep dashboard that's kind of a bonus here to this video but I will be doing other videos on the text messaging component in in future videos so once again check the links for in the description for all of the other video on the family of products like Infusionsoft and and keep basic so if this is something that's of use to you and you want to learn more check the links in the description you can reach out and contact me ask questions let me know in the comments what software you're using right now to manage all of your data what CRM you're using in particular whether it be you know Zoho or the free HubSpot subscription let me know in the comments I check all the comments and I'll write back and message me if you have specific questions that a lot of other people may have as well if you're new to the channel thanks for watching be sure to click the subscribe button below and comment share this video with your friends with your other business associates that might find value in this anyone else in your company certainly that might find value in this and be sure to check back for future videos on the topics of payment processing and collecting payments and payment workflows in making the entire process of payment collection easy and simple for you i'm brian manning and i'll see you in the next one you