Setting Up Your Simple CRM - AddressTwo
23
Your simple guide to getting started in AddressTwo’s simple CRM.
-
Upload
troy-hanna -
Category
Software
-
view
199 -
download
0
Transcript of Setting Up Your Simple CRM - AddressTwo
Your simple guide to getting started in
AddressTwo’s simple CRM.
What’s in Store?We’ll walk you through our setup wizard including:• Signing Up• Segmentation• User Logins• Sender Profile• Adding Contacts• LaunchPLUS Where to go for help after setup.
Signing Up…
Fill out every field in the sign up form. Help us know you better.
We ask you for your business type to better
serve you!
Getting Started: The Setup Wizard
Segmentation1
Segmenting your database helps you to organize your customers. In AddressTwo you can categorize them two* ways: by the products they buy from you and/or the status they have in your company (customer, lead, former customer, etc.).
*Other custom segmentation options are available, but these are what you will start with in the setup wizard.
Primary ProductThis drop down will contain the different product types your customers buy from you. You’ll fill it in with your business’ product types. Here are some examples from different businesses:
Insurance type
• Auto• Home• Life• Health
Primary Product
• Screen Printing• Embroidery• Promotional
Items
Spa Services
• Manicure• Pedicure• Hot stone
massage• Facial
Customer StatusHow do you classify the status of your customers? You probably use terms like lead, prospect, hot lead, customer, and former customer.
Customer Status*
• Customer• Lead• Disqualified• Former Customer
Client Status
• Current Client• Prospect• Disqualified• Former Client
Customer Status
• Current• Hot• Cold• Former
*These are your default values.
User Logins2
Anyone in your company can have access as one of AddressTwo’s unlimited users, but you’ll need to create a user login* for them here.
*You’ll want to send them their username and password so that they can access the system.
Advanced Settings:• CC tasks to- You can
have a task list for each user CC’ed to you or another supervisor. This is one of many reporting measures in A2.
• User Role- There are four different user types you can assign to each user. The graphic on the next slide will explain.
Restricted UserRegular UserSuper UserAdministrator
All access to change and
delete all data and change
settings
Can see and delete all data
Can only see data they have been
assigned
Can see assigned data
Can delete assigned data
Cannot delete any data
Cannot change settings
Cannot change settings
Cannot change settings
User Roles:
Sender Profile3
Your sender profile is how you will send marketing emails in AddressTwo. It’s important to set it up so that you can start using it once you’re in the system.
Adding Contacts4
Here you will add three of your primary and important customers. Who is fresh in your memory that you will need to follow up with in the next month or so of using AddressTwo?
+Additionally, this is what the “NEW” button looks like in AddressTwo. It’s located at the top center of your dashboard for when you need to add new contacts individually later.
Launch5
Whether you add the rest of your contacts individually or through a CSV file (now or later), you are ready to launch directly onto your dashboard and begin using AddressTwo.
CSV• It is important that all of your
data be CLEANED before it is uploaded. Clean means: All data neatly in columns One contact per row No empty rows All column headers labeled
Dashboard• Adding contacts from your
dashboard is as simple as clicking the “NEW” ( ) button at the top/center and filling in as much information as you can about each contact and account you want in your AddressTwo system.
+
Help Beyond the Slideshare…
Tutorial VideosSetting up your AddressTwo account doesn’t have to start and end here. Our support staff is always willing to help through online tutorials and weekly training sessions.
CLICK the Image to go directly to our video tutorials
on our website!
Weekly Training Sessions
To help you help yourselves, we offer
weekly training sessions every
Wednesday at 3pm EST. These training
sessions are so vital for getting started
that we are willing to offer you a deal!
Come to two training sessions during
your 14 day free trial or within the first
month of paid service. Then we’ll give
you your second month COMPLETELY
FREE.
CLICK HERE to go to registration for our training sessions!
Always here to help!
or call us at 317-594-9550
if you have any specific
questions! We offer you
unlimited support for our
system, so feel free to
reach out to us at any time.
?
