CRM Starter Quick-Tips

My Local Ads CRM PlaybookHere are some starter tips to help you make the most of your CRM during your trial period.

For more information, check out our My Local Ads CRM Playbook and our other Training & Support materials.

• For on-the-go CRM updates, make sure to download our 'Lead Connector' Android / iOS mobile app.
  • Download Our iOS Mobile App ('LeadConnector'): https://apps.apple.com/us/app/lead-connector/id1564302502
  • Download Our Android Mobile App ('LeadConnector'): https://play.google.com/store/apps/details?id=com.LeadConnector&hl=en_US&gl=US
    
    
• Work through your CRM 'Settings' & complete any outstanding setups (e.g. Invite Team Members, Business Profile, Phone Numbers, Email Services, Integrations, Calendars, etc).

• Use 'Conversations' to start chatting with customers & leads. Make sure your centralized inbox is configured in 'Settings > Integrations'. Make sure all integrations are connected.

• Purchase tracking phone numbers in 'Settings > Phone Numbers' to monitor and record incoming and outgoing phone calls from various sources (e.g. Google Ads, Website, Truck Wrap, etc).

• Import your customer information in 'Contacts' via a .CSV (file) to start marketing to them with your CRM.

• Configure your CRM's Google Review requests in the 'Reputation Management' settings to request more Google Reviews.

• Set up your 'Pipelines' for each sales source and create pipeline stages according to your company's sales process to keep track of 'Opportunities' ie. Sales.

• Use the 'Social Media Planner' to put your social media efforts on auto-pilot by uploading images of your work and scheduling posts.

• Launch 'Email Campaigns' to ask old and new customers for referrals. Great way to capture additional sales!

For technical support, feel free to submit a support ticket.