How to sign up client for ActionCOACH’es

ActionCOACH’es

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).

A FEW OF THE BENEFITS
  • 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.
CONNECT WITH YOUR CLIENT VIA CRM Setup client’s sales process while you are in a coaching session! Your client does not have to do it later on his own!Monitor your client’s Activities, Conversions, Pipeline and 5-ways – anytime, anywhere. Client never have to send you an spreadsheet with their activities and conversions!Both you and your client save time – because you communicate electronically via CRM.Pass files to your clients to fill in and be notified when he is done.

YOUR CLIENT STAYS LONGER WITH YOU

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.

http://ideas.soffront.com/knowledgebase/articles/407355-how-to-register-your-client-using-client-connect

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:

http://soffront.com/small-business-smoothstart.html

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 

 

A CRM Will Make Your Wish into a Fulfilled Dream

Every dream fulfilled begins with a simple wish. You wouldn’t have a business right now if you didn’t wish on it and dream about it. You wouldn’t have customers without a business. You felt the need to act to make your dream a reality, to fill that empty void.

Do you remember when the Smart phones busted on the scene? Were you one of the ones like me who said, “I don’t need all of those bells and whistles. I just want a phone in case of an emergency.”

Same rules apply. Your business cannot thrive without a CRM. The one who made their wish a dream and a dream a reality will not be satisfied with mediocrity. Your business needs tools. You are not devoting your energies in the right places if all you do is “run your business.” Yes, my car runs fine on 87 octane. But it runs really good on 91 octane.

Now let’s get to the, “See, I told you so!” How many different ways do you use your Smart phone? I bet you text, check e-mail, use GPS, and use several apps. Same thing applies for a CRM. Once you try Soffront CRM you won’t go without one. That is why we have a free trial. Use it. Take advantage of it. Why do we offer a free trial? Because we know that you like to play games and take pictures on your Smart phone.

Take advantage of the free trial. If you don’t say, “Wow, I can’t live without it, I will personally drive to wherever you are and give you your money back.

Maestro, let’s make some CRM music

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Ok. Now’s your chance. You finally decided to put a band together. Awesome. Rock on! Oh, not rock music? Okay, everyone likes Jazz. Nope. Not jazz either? Don’t tell me, you want to create Classical music? Bingo! That’s the ticket. Beautiful. Well, that means we will need quite a few instruments.

Let’s start with the String section. This is the most important part of the CRM. It is what plays the high sounds. This is the lead management system. This is the backbone of your ensemble. Without a perfectly tuned string section, the rest of your orchestra with be out of tune and will not sound very good. If you do not have a perfectly tuned way of having your leads interact with the rest of the band you will lose important information about them and they will leave your concert.

Next we have the Woodwind section. This is what provides the melody. You want your customers to hear meaningful messages and in a timely fashion. A great woodwind section sounds like Sales Templates delivered to your customers alerting them about you and how you can help them. A woodwind section has many instruments which allows you to send Sales emails of many different sounds depending on your audiences preference.

On to the Brass section. This is what plays the exciting sounds. You want your listeners to feel excited. Your band needs to be able to send energized Broadcasts to everyone in the crowd. A new product announcement, a new service, a price reduction…Trumpets, horns, saxophones, announce yourself. Tell the world. Send a Broadcast Campaign. If you need a bigger bang, let the Tubas creating a Marketing Template that makes a grand entrance.

Lastly we have the Percussion section. This section is the one that keeps the beat, keeps the rhythm. They insure that the your customers flow the way they should. You want them to keep dancing to the beat. Your CRM needs an effective Workflow. Your leads need to marching to the “let’s become a customer” beat. Your workflow is like your conductor. It makes sure that you are pressing the right keys at the correct time. It lets you know what to do and when to do it. Without a good conductor there is no real way of managing your orchestra.

So get your tickets. You deserve to hear and feel a finely tuned ensemble.

Yo! Reputation, Hug your CRM!

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And you thought your reputation was covered with that Jerry Garcia tie or that new Coach purse….Sorry…not here, not now, not ever.

All of the CRM’s that I have worked with do not have a custom field called, “Designer Shoes worn?” or “What kind of car driven?”

CRMs do not care about your Reputation, or do they? Does it matter if you drive the Rolls-Royce of CRMs but are not getting a positive ROI? Is it that important at cocktail napkin time that you can say that your CRM is like your Armani jacket but has the functionality of a crowbar?

So what’s in your Rep? Having a fully functional CRM that returns a positive ROI and is adopted easily company-wide is how your Reputation gets built. Closing more deals by utilizing the features in your CRM is what allows you to stand alone. A wise sports fan once told me, “the uniform doesn’t make the player, but the player makes the championship”

Choosing a CRM with a solid track record of easy adoption, positive return on ROI, and low overhead, is how your Reputation gets built.

Who knows, by utilizing your CRMs Reputation, you may be able to buy that Rolex you always wanted.
My two cents…