![Automated Sales CRM Tutorial – Step By Step in Airtable [Video]](https://video.getpvd.com/wp-content/uploads/2023/03/mp_200164_0_0jpg.jpg)
Want an automated sales CRM tutorial? You are in the right place! In our previous video, we used Miro to map out the CRM database design for our Airtable CRM. In this video, we’ll be diving deeper into the capabilities of Airtable and how they can help streamline your sales process.In this series we’ll cover everything from setting up automated email sequences, creating custom workflows, and integrating with other tools to enhance your sales pipeline. You’ll learn how to save time, increase efficiency, and close more deals with the power of automated sales CRM.Whether you’re new to Airtable CRM or looking to take your automation game to the next level, this tutorial has something for you. Stay tuned for our next video, where we’ll show you how to take your Airtable CRM to the next level with advanced automation techniques.So, if you’re ready to supercharge your sales process and get the most out of your Airtable CRM, be sure to watch this tutorial now!I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!🚀 Request a Consultation with us➔ https://www.optimizeis.com/mainAIRTABLE HELP🚀 Request a Consultation here➔ https://www.optimizeis.com/mainSign up for Airtable for Free➔ https://airtable.com/invite/r/YYUWaL1bGet an On2Air Product➔ https://on2air.com/?via=beenMY FAVORITE SOFTWARE🖥How I Built My Business (Airtable) https://airtable.com/invite/r/YYUWaL1b💌How I Communicate with My Remote Teams (Slack) https://slack.com/create#email📸How I Grow My YouTube (Tube Buddy) https://www.tubebuddy.com/optimizeis📈How I Make Business & Social Media Dashboards https://databox.com?fp_ref=optimizeis📩How I Set Up Email for Myself and Clients (ActiveCampaign) https://www.activecampaign.com/?_r=1RFUVNU3🎥GET MY GEAR⌨️Get My Entire Office➔ https://kit.co/bengreen/get-my-favorite-remote-tech-office-gear📚Get My Favorite Books➔ https://kit.co/bengreen/my-favorite-booksSAY HI🧪Subscribe to my YouTube ➔ https://www.youtube.com/channel/UCKzrQ_ne_qO7UoFk0yKq4lA?sub_confirmation=1👥 LinkedIn Page➔ https://www.linkedin.com/company/68158151/admin/🐦 Twitter ➔ https://www.linkedin.com/company/68158151/admin/📸 Instagram ➔ https://www.instagram.com/bengreen16/?hl=en📰 Facebook Page ➔ https://www.facebook.com/OptimizeISWHO AM I?My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:• Reliable automation frees countless hours• Streamlined workflows for better efficiency• Increase revenue by eliminating faulty and inefficient systems • Solutions suitable for non-tech savvy users• Done-for-you, customized optimization of all processes• Easy to use automation with little or no coding required• Optimizing your software stack eliminates wasteful redundancies*note: There may be affiliate links in this description or video*#bengreen #automation #optimizeis #airtable #zapier
customer experience
![Connect @GoHighLevel Workflows to @Creditfixrr for Seamless Credit Repair Automation [Video]](https://video.getpvd.com/wp-content/uploads/2023/03/mp_199400_0_0jpg.jpg)
In this video, we’ll show you how to take your business automation to the next level by connecting GoHighLevel workflows to Creditfixrr.GoHighLevel is a powerful automation platform designed to streamline your business processes and enhance your customer experience, while Creditfixrr is a credit repair solution that helps individuals and businesses improve their credit scores. By integrating these two platforms, you can create a seamless workflow that tracks your leads, manages your customer interactions, and provides credit repair services with ease. We’ll walk you through the steps of connecting your GoHighLevel automation workflows to Creditfixrr and show you how to set up custom automations that meet your specific business needs. Whether you’re a marketer, agency, or credit repair specialist, this video will show you how to leverage the power of these tools to take your business automation to the next level. Don’t miss out on this opportunity to optimize your workflow and provide exceptional customer service. Watch now and get started!
![Part 3 Customer Segmentation – 5 Examples of Marketing Automation to Grow Small Businesses [Video]](https://video.getpvd.com/wp-content/uploads/2023/03/mp_199370_0_0jpg.jpg)
Do you have a small business, but you’re having trouble getting enough clients? By using customer segmentation in your marketing automation software, you are able to reach out target their audience with specifically tailored marketing messages, triggers and campaigns.Join me on April 19, 2023, Bridging the Gap Learning Learning Series.https://bit.ly/BTGticketlinkCheering you on always!Love ya’ll 💚============================================================Jumpstart Automating Your Business⤵️⚙️ Unlock the power of sales and marketing automation to work for you with this14 Day Trial of Keap (formerly Infusionsoft) – https://bit.ly/startkeaptrial👩🏽💻 Creating a simple map of your processes to begin automating 3 areas of your business for only $47! – https://bit.ly/introductiontoautomationOUR FREE RESOURCES:📝 ✏️ STANDARD OPERATING PROCEDURES STARTER GUIDE🗒 📊 CRM COMPARISON GUIDE💡📩 AUTOMATE YOUR LEAD CAPTURE📈 📋 BUSINESS AUTOMATION CHECKLIST LOCATED HERE: https://virtuallycenteredsolutions.com/freebiesTOOLS WE LOVE TO USE:🟩Keap (Formerly Infusionsoft): https://bit.ly/startkeaptrial🟨ClickUp for project & task management: https://bit.ly/vcs-clickup⬛Acuity Scheduling: https://bit.ly/vcs-acuity🟦Zapier (for integrations): https://bit.ly/vcs-zapier🟧Loom (for video recording and screensharing): https://www.loom.com/
![Virtually Centered Solutions: Celebrating 4 Years of Resilience and Growth [Video]](https://video.getpvd.com/wp-content/uploads/2023/03/mp_197786_0_0jpg.jpg)
Hey everyone! We’re excited to announce that Virtually Centered Solutions is celebrating our 4th anniversary today! 🥳🎉 We’re grateful for all the support we’ve received from our clients, partners, team members, and community. We wouldn’t have made it this far without you! As we reflect on our journey, we’re reminded of the challenges we’ve faced and the resilience we’ve shown. We’re also more committed than ever to our mission of reducing anxiety around business automation through educational content and consulting services. Thank you for being part of our journey, and here’s to many more years of growth and success! 💻📈 #virtuallycenteredsolutions #anniversary #smallbusiness #businessautomation #education #growth #support Cheering you on always!Love ya’ll 💚============================================================Jumpstart Automating Your Business⤵️⚙️ Unlock the power of sales and marketing automation to work for you with this14 Day Trial of Keap (formerly Infusionsoft) – https://bit.ly/startkeaptrial👩🏽💻 Creating a simple map of your processes to begin automating 3 areas of your business for only $47! – https://bit.ly/introductiontoautomationOUR FREE RESOURCES:📝 ✏️ STANDARD OPERATING PROCEDURES STARTER GUIDE🗒 📊 CRM COMPARISON GUIDE💡📩 AUTOMATE YOUR LEAD CAPTURE📈 📋 BUSINESS AUTOMATION CHECKLIST LOCATED HERE: https://virtuallycenteredsolutions.com/freebiesTOOLS WE LOVE TO USE:🟩Keap (Formerly Infusionsoft): https://bit.ly/startkeaptrial🟨ClickUp for project & task management: https://bit.ly/vcs-clickup⬛Acuity Scheduling: https://bit.ly/vcs-acuity🟦Zapier (for integrations): https://bit.ly/vcs-zapier🟧Loom (for video recording and screensharing): https://www.loom.com/
![Part 1 – 5 Examples of Marketing Automation to Grow Small Businesses [Video]](https://video.getpvd.com/wp-content/uploads/2023/03/mp_197227_0_0jpg.jpg)
One of the best things that you can do for a small business is to automate your marketing. There are many elements of marketing that can be done through automation – from sending out welcome emails, to follow-up messages, and abandoned cart reminders – that will help engage potential customers and put them closer to becoming paying customers.As an entrepreneur, it’s your job or duty to create as many opportunities for yourself (and your business) as possible!Join me on April 19, 2023, Bridging the Gap Learning Learning Series.https://bit.ly/BTGticketlinkCheering you on always!Love ya’ll 💚============================================================Jumpstart Automating Your Business⤵️⚙️ Unlock the power of sales and marketing automation to work for you with this14 Day Trial of Keap (formerly Infusionsoft) – https://bit.ly/startkeaptrial👩🏽💻 Creating a simple map of your processes to begin automating 3 areas of your business for only $47! – https://bit.ly/introductiontoautomationOUR FREE RESOURCES:📝 ✏️ STANDARD OPERATING PROCEDURES STARTER GUIDE🗒 📊 CRM COMPARISON GUIDE💡📩 AUTOMATE YOUR LEAD CAPTURE📈 📋 BUSINESS AUTOMATION CHECKLIST LOCATED HERE: https://virtuallycenteredsolutions.com/freebiesTOOLS WE LOVE TO USE:🟩Keap (Formerly Infusionsoft): https://bit.ly/startkeaptrial🟨ClickUp for project & task management: https://bit.ly/vcs-clickup⬛Acuity Scheduling: https://bit.ly/vcs-acuity🟦Zapier (for integrations): https://bit.ly/vcs-zapier🟧Loom (for video recording and screensharing): https://www.loom.com/
![How to use Artificial Intelligence in Business Automation [Video]](https://video.getpvd.com/wp-content/uploads/2023/03/mp_195376_0_0jpg.jpg)
Hey there, it’s your girl Cydney Terese and in this video, we’re diving deep into how you can leverage the incredible power of Artificial Intelligence (AI) to take your business to the next level. Stay tune till the end to hear about the one of the latest AI tools that will skyrocket and level up your business systems in 2023!!As an entrepreneur, I know firsthand how important it is to stay ahead of the curve, and AI is the future. In this game-changing video, I’m going to show you how you can use AI to automate your processes, analyze data, and gain insights that will help you make better decisions and achieve your goals faster.Whether you’re running a startup or an established business, the potential of AI is limitless, and I’m going to share with you some of the best tools and platforms out there to help you get started.But that’s not all – click the link below to get access to our exclusive FREE gift! This tool is packed with the perfect strategy that I’ve personally used to take my business to the next level, and now, I’m sharing them with you.So, if you’re ready to up your game and join the AI revolution, click that link to Instagram, send us a DM with the words “Appointment Template” and let’s get started!https://www.instagram.com/automationovercoffee/
![Tips For Implementing A CRM in your Small Business [Video]](https://video.getpvd.com/wp-content/uploads/2023/02/mp_191720_0_0jpg.jpg)
What is Customer Relationship Management (CRM)? Do you know how to make a CRM work for you and your business?Customer relationship management (CRM) is designed to help businesses manage customer relationships and to identify potential sales opportunities and provide information that helps companies stay connected with their customers.Your CRM system can help you create, automate, and manage multiple nurture campaigns to fit your business needs.Cheering you on always!Love ya’ll 💚============================================================Jumpstart Automating Your Business⤵️⚙️ Unlock the power of sales and marketing automation to work for you with this14 Day Trial of Keap (formerly Infusionsoft) – https://bit.ly/startkeaptrial👩🏽💻 Creating a simple map of your processes to begin automating 3 areas of your business for only $47! – https://bit.ly/introductiontoautomationOUR FREE RESOURCES:📝 ✏️ STANDARD OPERATING PROCEDURES STARTER GUIDE🗒 📊 CRM COMPARISON GUIDE💡📩 AUTOMATE YOUR LEAD CAPTURE📈 📋 BUSINESS AUTOMATION CHECKLIST LOCATED HERE: https://virtuallycenteredsolutions.com/freebiesTOOLS WE LOVE TO USE:🟩Keap (Formerly Infusionsoft): https://bit.ly/startkeaptrial🟨ClickUp for project & task management: https://bit.ly/vcs-clickup⬛Acuity Scheduling: https://bit.ly/vcs-acuity🟦Zapier (for integrations): https://bit.ly/vcs-zapier🟧Loom (for video recording and screensharing): https://www.loom.com/
![Maximize Revenue with ChatGPT: Future of Business Automation [Video]](https://video.getpvd.com/wp-content/uploads/2023/02/mp_189961_0_0jpg.jpg)
I hope you’re doing well.Today I’d like to talk about The Future of Automation. Chatbots have been around for quite some time, but with the advent of advanced language models like OpenAI’s GPT-3, the potential for chatbots to drive revenue and enhance customer experience has increased significantly. In this lecture, we will explore the different ways businesses can utilize ChatGPT to make money.1. Customer Service Chatbots:One of the primary use cases for chatbots is customer service. ChatGPT can be integrated into websites or messaging platforms to provide 24 7 customer support. It can handle frequently asked questions, provide product or service information, and even process transactions. This can help businesses save on staffing costs and provide a better customer experience by delivering quick, accurate, and personalized responses.2. E-commerce Chatbots:ChatGPT can be used to create conversational e-commerce experiences. Businesses can use chatbots to help customers browse and purchase products, track orders, and receive shipping updates. With the advanced language capabilities of GPT-3, chatbots can understand and interpret natural language queries and provide relevant product recommendations. This can lead to increased sales and customer satisfaction.3. Lead Generation Chatbots:Chatbots can also be used for lead generation by guiding prospects through the sales funnel. ChatGPT can be integrated into websites and social media platforms to engage with potential customers, gather information about their needs, and provide them with relevant information and offers. This can help businesses efficiently identify and nurture leads, ultimately driving sales.4. Knowledge Management Chatbots:ChatGPT can be used to create internal knowledge management chatbots that can help employees find the information they need to do their jobs more efficiently. These chatbots can be integrated with company databases and knowledge repositories to provide employees with real-time access to relevant information. This can help organizations save time and improve productivity.5. Chatbot Development Services:Finally, businesses can offer chatbot development services using ChatGPT. With its advanced language capabilities, businesses can create custom chatbots for their clients that can handle a wide range of tasks, from customer service and e-commerce to lead generation and knowledge management. By offering these services, businesses can tap into the growing demand for chatbots and generate new revenue streams.In conclusion, ChatGPT has the potential to drive significant revenue for businesses in a variety of industries. By leveraging its advanced language capabilities, businesses can create chatbots that deliver improved customer experiences, increase sales, and streamline internal processes. With the right strategy, businesses can utilize ChatGPT to gain a competitive edge and unlock new revenue opportunities.Please Like and Subscribe to Shorts by Jamie for more great content. Thanks and have an amazing day.chat gpt to make money, ChatGPT, business, revenue, customer service, e-commerce, lead generation, knowledge management, chatbot development, 24/7 support, product information, transactions, staffing costs, customer experience, natural language, e-commerce experience, sales, customer satisfaction, sales funnel, prospects, engagement, information, offers, productivity, chatbot development services, demand, new revenue streams, advanced language capabilities, custom chatbots, internal processes, competitive edge, improved customer experiences, increased sales, company databases, knowledge repositories, real-time access, relevant information
![Rebuilding A CRM: The Ultimate Guide to Streamlining Your Business with Airtable [Video]](https://video.getpvd.com/wp-content/uploads/2023/02/mp_189029_0_0jpg.jpg)
Get ready to supercharge your business operations by building a crm! In this exciting video, I’ll take you on a journey to rebuild your customer management system (CMS) using Airtable. Whether your current system is outdated or just not working as efficiently as you need it to, this guide has got you covered. With step-by-step instructions and tools like Rome Research and Miro, you’ll learn how to streamline your information systems and take your business to the next level. Say goodbye to cluttered and disorganized data, and hello to a brand new, optimized CMS! So what are you waiting for? Let’s dive in and make it happen!🚀 Request a Consultation with us➔ https://www.optimizeis.com/mainAIRTABLE HELP🚀 Request a Consultation here➔ https://www.optimizeis.com/mainSign up for Airtable for Free➔ https://airtable.com/invite/r/YYUWaL1bGet an On2Air Product➔ https://on2air.com/?via=beenMY FAVORITE SOFTWARE🖥How I Built My Business (Airtable) https://airtable.com/invite/r/YYUWaL1b💌How I Communicate with My Remote Teams (Slack) https://slack.com/create#email📸How I Grow My YouTube (Tube Buddy) https://www.tubebuddy.com/optimizeis📈How I Make Business & Social Media Dashboards https://databox.com?fp_ref=optimizeis📩How I Set Up Email for Myself and Clients (ActiveCampaign) https://www.activecampaign.com/?_r=1RFUVNU3🎥GET MY GEAR⌨️Get My Entire Office➔ https://kit.co/bengreen/get-my-favorite-remote-tech-office-gear📚Get My Favorite Books➔ https://kit.co/bengreen/my-favorite-booksSAY HI🧪Subscribe to my YouTube ➔ https://www.youtube.com/channel/UCKzrQ_ne_qO7UoFk0yKq4lA?sub_confirmation=1👥 LinkedIn Page➔ https://www.linkedin.com/company/68158151/admin/🐦 Twitter ➔ https://www.linkedin.com/company/68158151/admin/📸 Instagram ➔ https://www.instagram.com/bengreen16/?hl=en📰 Facebook Page ➔ https://www.facebook.com/OptimizeISWHO AM I?My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:• Reliable automation frees countless hours• Streamlined workflows for better efficiency• Increase revenue by eliminating faulty and inefficient systems • Solutions suitable for non-tech savvy users• Done-for-you, customized optimization of all processes• Easy to use automation with little or no coding required• Optimizing your software stack eliminates wasteful redundancies*note: There may be affiliate links in this description or video*#bengreen #automation #optimizeis #airtable #zapier
![The Power of Jasper AI: Automating Business Processes [Video]](https://video.getpvd.com/wp-content/uploads/2023/02/mp_188999_0_0jpg.jpg)
“The Power of Jasper AI: Automating Business Processes”Here Is The Link:http://bit.ly/3DRt4Ui”Jasper AI is a cutting-edge technology that is revolutionizing the way businesses operate. With its advanced artificial intelligence and machine learning capabilities, Jasper AI automates mundane and repetitive tasks, freeing up time and resources for more strategic and creative initiatives. Whether it’s streamlining workflows, reducing errors, or improving customer experiences, Jasper AI is making a major impact in the business world. In this video, we’ll explore the benefits of Jasper AI and how it’s changing the future of work. Don’t miss out on the latest in AI innovation – watch now!”#Artificial Intelligence#Machine Learning#Business Automation#Workflow Optimization#Process Automation#AI Technology#Business Efficiency#Customer Experience#AI in Business#Digital Transformation
![Day in a life of CMO – MAN Truck&Bus [Video]](https://video.getpvd.com/wp-content/uploads/2022/08/mp_144818_0_0jpg.jpg)
A Paradigm Shift in Marketing: From Branding to Performance Marketing and the key to this is Data.
![Make Content That Matters (feat. Jay Acunzo!) [Video]](https://video.getpvd.com/wp-content/uploads/2022/07/mp_134322_0_0jpg.jpg)
STOP TRYING TO BE THE BEST BUSINESSInstead, focus on becoming your customer’s FAVORITE. This does a few things: First — it’s a more attainable goal. Because, what does it mean to be the BEST?It’s hard to define, and it’s impossible to attain. Who’s to say that you’re actually the best?Second (and most importantly) — it shifts the focus of your messaging and marketing off of your own business, and onto your customers and audience.So how do you do this? We sat down with Jay to find outSubscribe for more tips, information, and marketing best practices!https://www.activecampaign.com/resources/growth-decodedConnect with ActiveCampaign on social!LinkedIn: https://www.linkedin.com/company/activecampaign-inc-Instagram: https://www.instagram.com/activecampaignFacebook: https://www.facebook.com/activecampaign/Twitter: https://twitter.com/ActiveCampaign#CustomerExperienceAutomation #EmailMarketing #MarketingAutomation #CRM #SalesCRM #EmailDeliverability #SalesSoftware #MarketingSoftware #Email #SalesAutomation #Newsletter #CustomerExperience