CRM Setup and Training


CRM Setup and Training

SKU: CRMSETTRAIN-RG Categories: , Tags: , ,


What you get!

CRM Setup – This includes:

  • Completing your initial setup
  • Importing your leads from a CSV or Excel Spreadsheet
  • Creating quick and easy lead filters
  • Updating Agent Details
  • Adding Team Members
    • Your Real Geeks CRM comes with 2 seats, by default.  Additional team members will be $25 per user, per month.
    • If you have a large team, check with your Account Manager about special Large Team pricing
  • Connecting Team Members to available Agent Details Pages
    • Creating Additional Agent Details pages by request, only
  • AutoResponders
  • Notifications
  • Text Messaging
  • LiveChat
  • Integrations

Drip Setup – We will set up tailored Drip Campaigns for:

  • Buyers Campaigns
  • Sellers Campaigns
  • Email Only Campaigns
  • Text Only Campaigns
  • Imported Leads Campaigns – Buyers
  • Imported Leads Campaigns – Sellers

One-On-One Training – This includes:

  • CRM Walkthrough
    • Leads
      • Super Saved Search
      • Bulk Updates
    • Team Management
    • Email Integration
    • Texting
    • LiveChat
    • Integrations
    • Postcards
    • Best Practices
  • Drip walkthrough
    • How to edit and manage
    • Assigning/Unassigning Leads
  • eBlast Training
    • Sending out your first eBlast
    • Tracking your eBlasts

You will have access to our CRM team members for questions, comments, and further training, as needed.  Always feel free to reach out!