Pure Resource Digital

CRM Process

This will be your reference guide on how to manage your personalized CRM.

OVERVIEW & PURPOSE

The purpose of proper process in the CRM is so that we have a clear understanding on where you customers are in the sales process. In addition to that, we want to make sure you are utilizing your system to the fullest!

Where to Sign In

  • Download the LeadConnector App on your mobile device.
  • For Desktop, go to app.pureresourcedigital.com.
  • Your login will be the email address provided by you with our default password of “Welcome1!” to start unless you have been sent otherwise.

Your First Look Inside!

Automations

  • Website Form Fill Follow-Ups
  • Facebook Form Follow-Ups
  • Chat Widget Follow-Ups
  • Missed Call Follow-Ups
  • 1st Facebook Message Follow-Ups
  • 1st Instagram Message Follow-Ups
  • Appointment Reminders
  • Review Request
  • Retargeting for Future Follow-Ups

Customer Stages

#1 New Leads - Where the leads start from (Automation is most aggressive here)

#2 Follow Up With - If they seem like a good lead and need to be contacted manually soon (Automation gives you 30 days before it helps out).

#3 Stop Automation/Nurture - Stop The Automation

#4 Estimate Scheduled/Sent - Estimate is Scheduled or Sent

#5 Job Scheduled - A time has been set for a scheduled job.

#6 Service Completed(Ask for Feedback/If Positive Send Review Request) - Job is completed and we want to trial for a review. The system will ask if they had a good experience, if they respond positive... we send a review. If they respond negative to this sequence, we will add a task for you to follow up with them and address the situation.

#7 Finished - Opportunities are placed here automatically after the Review Stage. You can also place opportunities here if you don't want to ask for a review. This stage will mark the contact as opportunity status "Won"

Opportunity Status Definitions

OPEN: Lead could still possible become a customer

WON: Lead has became a customer and paid

LOST: The opportunity was missed but they were originally looking for the service.

ABANDONED: It was a marketer or just completely irrelevant or outside the service area.


How to Manage Opportunities

  • You will need to manually manage your contacts based on conversations
  • Our system will handle initial follow ups, once they reply, it’s up to you.