![How To Use Freshworks CRM | FREE Sales-Driven CRM Software (Freshworks CRM Tutorial) [Video]](https://video.getpvd.com/wp-content/uploads/2021/08/mp_33828_0_0jpg.jpg)
In today’s video, I share a Freshworks CRM tutorial for beginners. The focus today is break down how you can use Freshworks free CRM software to better manage your customs, leads and sales process with Freshsales.Freshworks provides a CRM software called Freshsales. This is a sales-driven CRM built around enhancing the communication between users and contacts. Freshworks CRM ultimately aims to accelerate the customer journey. This software also offers a generous free plan that is idols for small businesses and beginners just getting started with CRM related activities. Get started with Freshworks CRM for free here: https://freshworkscrm.grsm.io/dn7jmyw3ayex*(This link is an affiliate links, which means we will get a commission if you upgrade to a paid plan through this link, this helps support our channel and we thank you in advance!) Today we cover the following chapters in this Freshworks CRM tutorial:0:00 Intro01:08 Arriving at Freshsales01:47 Getting started02:37 Freshworks CRM dashboard04:36 Add/manage users05:24 Add contacts (leads/customers)08:31 Add accounts (organisations/Companies)10:56 Create deals13:06 Add tasks14:20 Create meeting (Appointments)14:40 Compose Emails15:06 Limitations (Free plan)16:00 Additional features/elements16:51 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Freshworks CRM tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#freshworks #crmsoftware #freshsales
CRM
![3 Marketing Automation Myths & Misconceptions [Video]](https://video.getpvd.com/wp-content/uploads/2021/08/mp_32933_0_0jpg.jpg)
Marketing Automation, or Sales and Marketing Automation is quickly becoming a household term for many small businesses. But along with the rise in it’s popularity, we’re also seeing a rise in some of the common marketing automation myths and misconceptions.Here are three myths we’re going to dispel in this video:0:53 – Marketing Automation is cold and robotic3:37 – Marketing Automation is only for big businesses5:28 – Marketing Automation only helps with marketing activitiesIf you’ve heard any of these before, or even if you haven’t, take a few minutes to check out this video where we bust these myths and share some healthier perspectives for thinking about the role of sales and marketing automation in your business.Read more about how marketing automation works: https://keap.com/marketing/how-does-marketing-automation-for-small-business-workKeap is on a mission to simplify growth for millions of small businesses. For 20 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap products.Try a free trial of Keap today https://freetrial.keap.com/signup?ls=social&beta=true&utm_source=youtube&utm_medium=video&utm_campaign=freetrial&utm_term=210816T&utm_content=socialCheck out a demo of Keap https://keap.com/product-demo?ls=social&utm_source=youtube&utm_medium=video&utm_campaign=demo&utm_term=210816&utm_content=socialLinkedin: https://www.linkedin.com/company/keap-growingFacebook: https://www.facebook.com/keapInstagram: https://www.instagram.com/keapTwitter: https://twitter.com/keapgrowing
![How Does Marketing Automation Work? [Video]](https://video.getpvd.com/wp-content/uploads/2021/08/mp_32592_0_0jpg.jpg)
You’ve probably heard the phrase “marketing automation”, maybe you’ve even heard success stories from those who have successfully deployed automation in their marketing or sales activities – but sometimes it can be helpful return to the basics.In this video we’re going to zoom out to a high level, and look at how marketing automation actually works – both theoretically and also practically. We’ll talk about what sales and marketing automation does for the prospect, for the customer, and also for the business owner and their team.0:49 – How marketing automation creates a cohesive customer experience3:33 – Where to use marketing automation5:17 – How marketing automation benefits small business owners6:43 – Wrapping it all upRead more about how marketing automation works: https://keap.com/marketing/how-does-marketing-automation-for-small-business-work Keap is on a mission to simplify growth for millions of small businesses. For 20 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap products.Try a free trial of Keap today https://freetrial.keap.com/signup?ls=social&beta=true&utm_source=youtube&utm_medium=video&utm_campaign=freetrial&utm_term=210813&utm_content=socialCheck out a demo of Keap https://keap.com/product-demo?ls=social&utm_source=youtube&utm_medium=video&utm_campaign=demo&utm_term=210813&utm_content=socialLinkedin: https://www.linkedin.com/company/keap-growingFacebook: https://www.facebook.com/keapInstagram: https://www.instagram.com/keapTwitter: https://twitter.com/keapgrowing
![IS THRYV WORTH IT? Summer 2021 – Thryv Reviews | Thryv For Business Automation CRM [Video]](https://video.getpvd.com/wp-content/uploads/2021/08/mp_32370_0_0jpg.jpg)
In this episode, you learn how to use Thryv CRM two new features that can help make your business more money and stop missing appointments. https://www.hasslefree800.com/new-courses❇️❇️❇️ YOUR SPECIAL BONUS DEAL ❇️❇️❇️Schedule a demo using my link https://www.hasslefree800.com/thryv-demoand I’ll send access to over 263 DONE-FOR-YOU content marketing pieces that you can use to get more leads. These will be:courses, presentations,reports, ebooks, products, and coaching programs without writing a single word from scratch……and without having to find, pay and babysit expensive freelancers to get the job done.Here’s all you need to do:Step 1: Schedule a Thryv demo through my link here https://www.hasslefree800.com/thryv-demoStep 2: Let me know you book a meeting with my Thryv partner to thankyouoffer@gmail.comThat’s it!I’ll give you access to a Done-For-You content resource that has over 263+ PLR articles… as soon as I’ve confirmed you book your meeting.Schedule a High Thryv Demo with my partner team: https://www.hasslefree800.com/thryv-demoNeed YouTube small business channel ideas? This is how I grew my YouTube channel to 1,000k subscribers. Install this IT’S FREE →https://www.kendallmatthews.com/rec-tubebuddy-youtube-optimizer Have a service-based business? Join my digital marketing waitlist for new upcoming courses — https://www.hasslefree800.com/new-coursesHow to get 4000 watch hours on YouTube? I’m using this video research software tool to help me – https://www.kendallmatthews.com/rec-vidiq-youtube-optimizer 🗓️ Schedule 1:1 High-Level Planning Session w/ me: http://www.kendallmatthews.com/chat247-youtube Watch my new Thryv for small businesses series: https://www.youtube.com/playlist?list=PLeZrcXE-Im75YMz5TINWYbFQpZFshMnFgLearn about special bonuses and offers even if you are not ready to make a decision today at http://www.KendallMatthews.com/onesoftware 📈 Subscribe to email newsletter http://www.KendallMatthews.com/mylinks🗓️ Schedule 1:1 High-Level Planning Session w/ me:👉 http://www.kendallmatthews.com/chat247-youtube 🤖 Have this AI copywriting assistant help you write blog articles, social media posts, sales letters, and even books. https://www.kendallmatthews.com/ai-writing-assistantGet The Energy You Need To Keep Getting More Done. BIOptimizers http://www.kendallmatthews.com/rec-bioptimizers-hclNeed Better Phone Service? Call 1-855-640-6449Visit http://www.HassleFree800.com/techhelp 💰 Never Pay Full Price for Software http://www.kendallmatthews.com/rec-appsumo-software-deals▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Chapter Timestamp00:00 What Is Thryv Software00:29 Is Thryv Worth It?02:40 Thryv Reviews (Cons/Pros)4:48 What is the cost of Thryv? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬My name is #KendallMatthews. I provide digital business technology and software advice.I help service-driven small businesses gain smart access to AI (artificial intelligence) technology to improve customer experience in less than 30 days. 🗓️ Schedule 1:1 High-Level Planning Session w/ me:👉 http://www.kendallmatthews.com/chat247-youtube ✔️100% Free ✔️ No Fluff ✔️ Live Support! 📈 Join My Ramp Up & Finish Strong newsletter http://www.KendallMatthews.com/mylinks▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬USEFUL:💰 Get $300 for Personal or Refinance Student Loan from Sofi – http://www.kendallmatthews.com/rec-sofi-loans💠 1 Month Free with Best Note Taking App from Evernote – http://www.kendallmatthews.com/rc/Evernote💠 Get $10 Credit from Streamyard Livestream Software – http://www.kendallmatthews.com/rec-streamyard-livestream-software💠 Free Email Marketing & Landing Pages with Aweber – http://www.kendallmatthews.com/rc-aweberVIDEOS:🤑 Small Business Grant ONLY Videos – http://www.kendallmatthews.com/small-business-grant-only-videosPROGRAMS:🏡 Learn Real Estate Land Investing – http://www.kendallmatthews.com/learn-real-estate-land-investing🏡 Buy Non-MLS Real Estate in Select US Cities- http://www.kendallmatthews.com/rei☎️ Have SEO & PPC Done for You by the Neil Patel Digital Marketing Agency – http://www.kendallmatthews.com/rec-neil-patel-digital-seo-ppc#thryv #crm▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬🔔 TURN ON MY NOTIFICATIONS 🔔Want guidance on selecting business software? Take this survey: http://www.KendallMatthews.com/onesoftwareCheck our small business funding opportunity list http://www.CommunityGrantLoans.comWant to lower your business utility bills?http://www.Hasslefree800.com/business-utility-bill-help/▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Website:📒 http://www.KendallMatthews.comLinkedIn🔗 https://www.linkedin.com/in/KendallMatthews▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬📝Contact Information for Kendall & Liability Disclaimer: http://www.kendallmatthews.com/disclaimer-sm▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
![New Tweaks Everyone Wants in SugarCRM’s Marketing Automation Update [Video]](https://video.getpvd.com/wp-content/uploads/2021/07/mp_24472_0_0jpg.jpg)
Welcome to Live Hive Channel! Thank you for watching: New Tweaks Everyone Wants in SugarCRM’s Marketing Automation Update. Live Hive is a channel that helps Small to Medium Sized Enterprises (SMEs) utilize branded games to maximize their sales and marketing efforts.Get connected to know more about Live Hive Channel, subscribe here: https://cutt.ly/livehiveThe SugarCRM market platform has new marketing automation updates that users would benefit from greatly. It is indeed one of the best business intelligence platforms with enhanced reports and automation. Watch this SugarCRM review till the end!Watch more Live Hive discussions here:LiveHive Rundown | Games Industry News Updates (May-June 2021): https://youtu.be/d8_2U8nj5lIVideo Marketing Tips You’ll Use Right Away to Impress Your Audience: https://youtu.be/8HcN0uQkcKgChallenges and Mistakes That Are Always Ignored in Video Marketing: Our channel features discussions of the SMEs competing with multinationals that aim to serve low-cost but high-engagement Pay Per Click (PPC) and Cost Per Acquisition (CPA). Live Hive will feature videos on business and product development to give better insights on products and services for our viewers. We will show you videos that will challenge traditional PPC and CPA marketing.These videos will help you attract and retain audiences through sticky-white label games that result in a lead generation. This is one of the unique ways to reach customers, through B2B Marketing by using the benefits of gamification. We will provide you videos on how to execute the power of word of mouth to reach customers but we also believe that there will be less talk by providing good content marketing, digital marketing, and email marketing. We understand that we need a higher ROI from the amount we are spending on Digital Marketing Agency and Social Media Marketing Agency that is why we will feature videos that will show you the estimated increase Compounded Annual Growth Rate (CAGR) through 2025.Additionally, Live Hive will feature the benefits of seamless plugins and links for social, website, cart, and email by collaborating with a chatbot agency. We invite you to join our business-savvy community and interact with us by commenting on your thoughts on our discussion videos and providing your insights.Check out these discussions on our channel compiled by entrepreneurs for aspiring entrepreneurs. Don’t forget to hit the LIKE and SUBSCRIBE button for more interesting, entertaining, and informative discussions here: https://cutt.ly/livehiveThank You!#gamification #b2bmarketing #LiveHive#sugarcrm
![3 Tips to Increase Your Conversion Rates with Smart Marketing Automation Campaigns [Video]](https://video.getpvd.com/wp-content/uploads/2021/06/mp_22339_0_0jpg.jpg)
While Marketing Automation is a great way to boost your conversion rates, it can be hard to know where to start.We all know that marketing automation tools are incredibly powerful and effective for boosting conversions, but they’re also complicated and intimidating. And even worse, marketers don’t always have the time or resources needed to make them work properly for their business. I’ve spent years studying how best practices in lead management can help you automate your marketing efforts so that you can focus on growing your business. I’ve learned what works, and I want to share my insights with you! By using these three simple tips, you’ll be able to create customized campaigns based on user behavior and optimize every step of the customer journey through email drip campaigns that convert up to 30% more prospects into customers than traditional emails do!Please reach out if you need assistance with any of this, and we can get these campaigns set up for you at Pulse Technology CRM!
![FluentCRM Contacts: The REASON for Email Marketing Automation! [Video]](https://video.getpvd.com/wp-content/uploads/2021/06/mp_20119_0_0jpg.jpg)
I’ll show you how to use FluentCRM Contacts so you can create a great relationship with your leads and customers and drive your email marketing automation engine.Without contacts, we don’t need a CRM or an email service provider. That’s why it’s important to organize your contacts to serve your audience properly.Using both built-in and Custom Fields in your contact records helps you record relevant information about your contacts so you can help them with the right information at the right time.You’ll also learn when and how to use Lists and Dynamic Segments to power your email marketing automation so the right users get the right offers.Finally, you’ll learn a method to create tags that help build a profile of your users and track them through your email marketing automation journey on your FluentCRM system.Check out the article below to read more about creating tags for email marketing automation and customer relationship management.🔥 Save 20% when you buy FluentCRM using my coupon code! 🔥🔥 https://suburbiapress.com/fluentcrm 🔥🔥 Coupon Code: BEEM 🔥🟩 Check out this article about naming Tags in FluentCRM 🟩🟩 https://suburbiapress.com/tags-in-email-marketing-automation/ 🟩#fluentcrm #discount #suburbiapressTimestamps0:00 How to Use the Contacts, Lists, Tags and Segments in FluentCRM0:38 How to find the Contacts area in FluentCRM0:53 Adding Contacts into FluentFRM5:50 Options to Export users from FluentCRM6:36 Working with a Contact Record in FluentCRM9:23 Adding Custom Fields to Contact Records10:25 What is a List in FluentCRM?11:01 Why you may prefer using a Dynamic Segment14:08 The purpose of a Tag in your CRM16:34 The SMART way to name a Tag21:22 Recap 21:44 End Card
![Marketing Automation The Most Important Marketing Initiative Revealed by the Pandemic [Video]](https://video.getpvd.com/wp-content/uploads/2021/06/mp_19781_0_0jpg.jpg)
Put all of your ducks in a row!The pandemic has revealed the “must have” marketing tool to survive: Marketing Automation.Marketers can now do things that we previously had to rely on software developers to implement.LKCS’ Marketing Automation tool is a no-code development platform that allows you to manipulate functionality without programming for your:- Landing Pages- Website Forms- Interactive Content- CRM and Lead TrackingIt is like having an extra person on staff to take care of repetitive tasks that can improve your customer experience and increase new accounts and revenue.Deliver highly personalized messages to connect with your target audience at the right time. Nurture your leads to take the next step based on where they are in the customer journey.Use Marketing Automation for:COLD LEADS: Anonymous website visitors browse through your products and services. They tend to leave without taking any action. But you can change that.WARM LEADS: Visitors that subscribe to your e-mail updates or fill out a form are now prospects with “sales” potential.ACCOUNT HOLDERS: Once a lead opens an account, nurturing doesn’t stop. Other nurturing begins to make way for additional product sales.PROMOTERS: Expand relationships with your institution and spread the word in their social network (resulting in the inflow of new leads).LKCS’ Marketing Automation tool makes it easy to set up and maintain your automations. Then, with lead scoring you can automatically funnel contacts into new segments and workflows. Build the 360-degree view of your account holders that you have been looking for.———————————————————–http://www.lk-cs.comhttp://www.facebook.com/lkcsperuhttp://www.youtube.com/lkcsperuhttps://twitter.com/lkcsperuhttp://www.slideshare.net/lkcsperuAbout LKCS:LKCS provides financial institutions with marketing, graphic design, commercial printing, mailing, internet development, e-marketing, newsletter production, database and one-to-one marketing, statement processing, e-statements and transpromotional marketing services. Our clients have counted on us for unrivaled experience, excellent quality, competitive pricing and superior service for over sixty years.
![CapSavvy CRM : Automate your business to manage Sales, Leads, Customers & Services [Video]](https://video.getpvd.com/wp-content/uploads/2021/06/mp_19164_0_0jpg.jpg)
CapSavvy CRM is a most affordable business automation tool, with loads of features, essential to carry out smooth business operations such as leads management, sales management, service management and team management. These features will automate business operations and provide easy access of data to sales and support team, so that the clients get better experience while dealing with your business. Few of the features are listed below1. Track Leads2. Daily Timesheet3. Work From Home4. Proposal & Invoice5. Mobile Friendly6. Customer Support7. Collect Payment8. Access Control9. Reports & Analytics10. Reminders & Email11. Create Custom Field 12. Knowledge Base13. Tasks Assignment14. Web To Leads15. Attach Documents16. Expenses Record17. Calendar & To Do18. Create Projects19. Collect Payment20. Access Control21. Reports & Analytics22. Reminders & Email23. Create Custom Field 24. Knowledge BaseCapSavvy CRM comprises of 12 modules for smooth running of all your business operations. These include; (1) Leads Management, (2) Sales Management, (3) Customer Management, (4) Project Management, (5) Tasks Management, (6) Expenses Management, (7) Contracts Management, (8) Support Management (9) Payment Collection, (10) Surveys Management, (11) Calendar management and (12) Knowledge Base. CapSavvy CRM is available and usable for all types of industries or professionals or service providers. CapSavvy CRM can be instantly implemented for following Industries of any sizes – from Individual Professionals to Home-managed Business Owners to MSME to SMEs to Large Enterprise to Conglomerate to Fortune 500 Companies
![Tuesday Tip – Jotform and Lead Conversion [Video]](https://video.getpvd.com/wp-content/uploads/2021/05/mp_14916_0_0jpg.jpg)
This video offers a couple of tips on creating a Lead in your OpenCRM system via a Jotform or 3rd party webform. You can then segment the data captured into the relevant places as you progress the Lead in your sales pipeline. Cool right? Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity. Keep an eye out for our latest Tuesday Tip and don’t forget to subscribe to our channel for the latest updates, Webinars and Tuesday Tip videos. If you enjoyed this video or found it helpful, please don’t forget to drop us a ‘like’ using the button above. OpenCRM is a cloud-based CRM solution. Fully customisable and affordable to all Small to Medium Enterprises (SME’s). Try a free demo at www.opencrm.co.uk
![TOP 5 FREE CRM Software for Small Business | BEST CRM software [2021] [Video]](https://video.getpvd.com/wp-content/uploads/2021/05/mp_14670_0_0jpg.jpg)
TOP 5 FREE CRM Software for Small Business | BEST CRM software in 2021In today’s video, I’m going to help you choose the right CRM for your small business. We’ll identify and discuss our top five free CRM software ideal for small teams and break down the advantages and disadvantages of each CRM.A powerful yet easy-to-use CRM software (Customer Relationship Management Software) is essential for any small business interested in achieving long-term, sustainable success, and customer relationships.Think about a CRM as an all-in-one, multipurpose business platform that handles all the interactions and relationships with customers and prospects. A powerful CRM will help you manage your contacts, streamline your sales process, enhance communication and ultimately increase your overall productivity. Here are the full tutorials of the CRM software we cover today:1. HubSpot CRMhttps://youtu.be/_MTf4f-G_Uc2. Zoho CRMhttps://youtu.be/sdToWprokPw3. Streak CRM for Gmailhttps://youtu.be/dOup2XDABII4. Bitrix24 CRMhttps://youtu.be/ZQRuS6FmU685. Monday CRMhttps://youtu.be/8ZFrjcl668YIn this video guide we cover the following chapters:0:00 Intro01:15 HubSpot CRM02:22 Zoho CRM03:18 Streak CRM04:43 Bitrix24 CRM05:42 Monday CRM06:45 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this CRM guide helpful. Also, if you have any questions make sure to pop them down below.Thanks for watching and enjoy!#crmsoftware #crm
![[Video] Turn Your Contact List into Cash [Video]](https://video.getpvd.com/wp-content/uploads/2021/03/mp_4938_0_HeroImage11png-1200x476.png)
Your contact list is an untapped opportunity to book more and sell more with customers and contacts you already have relationships with. Here’s how.