The Smarter CRM Onboarding Process
Welcome
As soon as Stripe has processed your initial payment, your new Smarter CRM account will be instantly created... boom...
Exciting times, Smarter CRM helps you deliver a faster, personalised customer service where you can predict clients’ preferences, wants and needs.
Easier Work Days Start Here!
Any questions please phone 0481 614 997
CRM Access Logins
Once you register, the login credentials are sent to you immediately.
Expect 2 emails from notify@smartercrm.com.au (please check your junk folder, and mark Not Junk so future emails go to your inbox)
Login and have a look around.
What happens next depends on whether you're DIY or taken advantage of one of our special onboarding packages.
DIY'ers: go check out these menu items - Start Help Guide in the top right that gives tool tips for any sections you're in. The Start Help Guide in the left side menu is more detailed. The 'Launchpad' in the left side menu top is a good place to start. The 'Fast Start Checklist' in the left side menu bottom is also particularly useful.
Onboarding Package: Jump in and have a look around, but sit tight while we do and add extra's to your account.
Project Workspace Setup
This is the project communication portal we use to gather the required infomation we need from you.
All messages and email notifications are in this portal. We have 'threaded' messages so we can track the status of the CRM setup progress.
You will get an invitation using the email we have on file, you get to set your own password. When you first login tick the checkbox 'stay logged in' and that's it.
When you receive an email notification, you can click on that which opens the message in the portal so you can respond, simples...
Phone Call Next Steps
Welcome aboard and next steps call.
This call is to help fast track your account setup.
We setup a dedicated business mobile, so that your new CRM -
- can have SMS capability
- can connect your social channels to this mobile
- can do call tracking and recording in your new CRM
This mobile WILL be connected to your mobile, it just keeps your mobile private, and allows the CRM to function as it should.
First we need to validate your business or personal details with the mobile number service provider. We also need to tweak some settings with your emails and website.
If we host your website, kick back, if we don't we'll guide you and you web peoples.
Core CRM Channel Setup
We use 'Twilio' for the Dedicated Mobile Service and 'SendGrid' for email deliverability.
The two most trusted platforms on the planet for SMS, calls, and email deliverability for both transactional email as well as email broadcasts.
We may need some documentation from you, depending on your country, and we may need to touch base with your web people's. We will guide you every step of the way.
We submit the applications and do the integrations, so your mobile # is clean and email is compliant with global best practices.
Powered by these Trusted Industry Platforms:
DIY'ers
Go to it, all the help you need is in The 'Start Help Guide' Tool Tips (top right) and detailed 'Start Help Guide' (side menu) as well as the Fast Start Checklist.
This may also be helpful - https://smartercrm.com.au/diy-crm-implementation-steps/
If you need help with implementation check out what is available here - https://smartercrm.com.au/implementation-packages/apb-probuilder-crm-packages/
Initial CRM Setup Actions
- APB Assetts Installation
- Send Video Walkthrough
Core CRM Platform Integrations
We use 'Twilio' for the Dedicated Mobile Service and 'SendGrid' for email deliverability.
The two most trusted platforms on the planet for SMS, calls, and email deliverability for both transactional email as well as email broadcasts.
We may need some documentation from you, depending on your country, and we may need to touch base with your web people's. We will guide you every step of the way.
We submit the applications and do the integrations, so your mobile # is clean and email is compliant with global best practices.
Powered by these Trusted Industry Platforms:
CRM Personalisation Call
- Onboarding Launchpad
- Start Help Guide
- Business Setup
- Company Billing
- Other Team Member CRM Users
- Branded Email Templates
- Website Access (Web Chat/Forms)
- Reviews/Reputation Management Option
- Web Forms to Convert
- Contact Form Conversion
- Other Form Conversions - Landing Pages
- Sales Pipeline
- Automations - Workflows
- Determine Calendar Users
- Calendar Meeting Types
Personalisation Call Meet Summary
We load a meet summary from the initial personalisation call into the project workspace so all stakeholders can view.
There will be actions for both teams, the Smarter CRM team and your team, let's get to it!
Personalisation Actions: Stage 1
- Email Templates - Branding
- Landing Page - Personalisation
- Form Personalisation
- Email Signature Settings
- Chat Widget Setup
- Reviews Setup/Personalisation
Personalisation Actions: Calendar Actions
- Calendar Integration/Personalisation
- Connect Calendars
- Create Calendar Groups
- Integrate Zoom or Google Meet
- Calendar Meeting Types Created
- Add Calender Booking Link to Website
- Calendar Type Update > CRM Calendar Code
- Calendar Booking Links in Emails
Email Template Personalisation
- Email Template Personalisation How To [VIDEO]
As a part of the onboarding we have added the branding aspects to your lead magnet, indoctrination and goodwill email templates, however the final personalisation still needs to be done by you, or your key person in your business.
These email templates are APB assets written by one of Australia's leading copywriters, so please only update the bracketed/colour coded text brackets (shown in the video).
You know your business best, along with any special niche or nuances so it really does need to be an internal final personalisation.
- Publish/Activate Workflows
Landing Page/Reports Setup
- Landing Pages/Reports Sub-Domain Setup
- Landing Page Personalisation Detail
- Report Branding/Personalisation
- Landing Pages/Reports Web Setup
Contact Management Import & Setup
Sender Reputation Management: Contact databases get old, email addresses become unused, which directly affect your sender email reputation.
We maintain a Sender Reputation Management Score of 99% which is epic, and having a clean contact database is vital to maintaining that .
** If your list is old and not been contacted for quite some time there is a risk to reputation so we recommend cleaning that list.
We do not charge the extra time this takes however we do ask you cover the cost of https://clearout.io/ - 10,000 credits is US$58 so not a lot. Or DIY.
DO YOU NEED TO START ORGANISING YOUR CONTACTS NOW?
PLEASE NOTE: After your contacts are imported, it is YOUR responsibility to make sure they are at the correct stage of your pipeline if that applies.
Operational Hand Over
Discovery/Qualifying Questions
- Forms location
- How to use
All forms tested - automations work (*should have already been tested)
- Contact forms
- Lead Magnet forms (Always test using a name/mobile/email NOT in the CRM)
External Forms - Updates Required?
- FB Ads, Google Ads?
- external team handing this?
Automation Triggers
- Contact Us Form (When form used automation)
- Indoctrination Workflow
- - Manual - Add TAG Option
- - Automation - run sequence? - add as opportunity?
Templates (Build template portfolio)
- Use Campaign Templates as single message model
Calendar Booking Links - Access
Meeting Formats - Check (face to face, zoom, etc)
Workflows Checked (All relevant workflows published?)
Dedicated Business Mobile Number added to relevant online platforms?
Daily Checks
APP Downloaded