Update to AgencyZoom Glitch reporting process

Accelerated Automation

Sales Software Processes

AgencyZoom- inside CRM

Leads in Accelerated Automation CRMIn this video, I guide you through the essential steps of managing our pipeline effectively. From using the global search to documenting crucial information like location and past consultants, to setting up call reminders and utilizing automation, I provide detailed insights to streamline your workflow. Make sure to take notes, schedule follow-ups, and track leads to optimize your sales process efficiently. No action requested from viewers.

Moving an agent to SOLDIn this video, I guide you through the process of moving leads to sold, showcasing the steps involved in detail. From identifying duplicates to connecting leads to customer profiles, I demonstrate the actions required for a seamless transition. No specific viewer action is requested, but understanding the sales process intricacies is crucial for efficient lead management.

AMS Testimonial Templates in AZHey team! In this video, I share a quick tip on managing prospects with specific management systems. I demonstrate how to access templates tailored to different systems like Hawksoft, EZLinks, and certs to enhance your interactions with potential clients. Remember to personalize the templates before sending them out.

Order Form - capture sale

Proposal Submitted> Sent to Agent Hey team, in this video, I walk you through the new proposal submission process. Moving forward, every proposal you submit will trigger an automated email with all the necessary details, including pricing, discounts, and order forms. Make sure to check the email for the review link and offer expiration time. Remember, the proposal will now include total and discounted prices, training calls, and any additional Spanish add-ons. Watch the demo for a clear understanding of the updated process.

Sales Site Order Form AdjustmentHey team, I've made a quick adjustment to the sales site order form process. We're combining payment and fulfillment forms into one transaction to avoid confusion and ensure terms and conditions are acknowledged before payment. Please guide customers through filling out the order form during the transaction. This change aims to streamline the process and prevent issues with incomplete forms. I'll provide the updated order form link for easier access.

Sales Process Update at Accelerated AutomationIn this video, I provide an update on our sales process as of October 31st, 2024. I explain how the sales team can cross-sell to existing customers, manage new leads in the pipeline, and utilize automation at different stages. Important tasks include following up on leads, scheduling calls, and submitting proposals. Viewers are instructed to maintain a structured approach in moving leads through the sales stages efficiently.

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