Voicent Live CRM Tutorial - Table of Contents

CRM Overview

• What is CRM?
• Why You Need a CRM
• Problems with Traditional CRM
• Solutions

Customer Acquisition

• The Customer Acquisition Process
• Qualify Leads
• Nurture Leads
• Close Sales

Qualify Leads

• The Main Problem at this Stage
• Importing your Leads
• Running an Auto Dialer Campaign
• Campaign Management

Nurture Leads

• The Main Problem for Nurturing Leads
• Using an Email Blast
• Making Use of Email Dripping Campaigns

Close the Sale

• The Main Problem at this stage
• Running the Predictive Dialer Campaign

Retain Customers

• Utilizing Automation for Customer Service
• Customer Self Service