How to register your client using Client Connect.
What is Client Connect?
Client connect is a feature that enables a Soffront CRM subscriber to connect with his client’s CRM database and access certain information. His clients must also be a subscriber of Soffront ActionCOACH CRM. The checklist below will help you to register your clients, define their Sales process and track their Activity, Conversion and 5 ways report. (5-ways report is only available for ActionCOACH customers).
- Earn Money. We will pay you for every client you sign up or elect for account credit.
- Save Time. You and your client will save ton of time communicating via CRM.
- Monitor your clients progress.
- Improve effectiveness of coaching.
- Increase client Retention.
This one is not very obvious to some.
People don’t change CRM often. You help setup their sales process, CRM, 5-ways etc. If the business is doing better, then they will attribute the success to your coaching and CRM – two working together!!
They will continue to enjoy the success and stay with the coaching program and the CRM.
Many coaches will testify to this.
REGISTERING YOUR CLIENTS IS EASY
Ask your client to signup here: http://soffront.com/smb-pricing/
Then, follow instructions in this article to connect with your client’s CRM.
IF YOU HAVE ADDITIONAL QUESTIONS
If you have questions, please follow this order.
1) Search the Knowledge Base (Click the Help button at the Top Right corner)
2) Click “Ask a Question” from the bottom right corner and submit your question
3) Call us at 1-800-SOFFRONT
INTRODUCING QUICK START SERVICE
If you have not already taken advantage of our Quick Start service click below to review your choices:
Then to signup for a Quick Start service, follow these steps:
1) Click Settings
2) Then Click Subscription
3) Then Click the Quick Start Service
If you wish to schedule a call to our ActionCOACH facilitation Team: Schedule a Call Here