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: https://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:

https://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