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  1. mhalper2000

    Training resources for the CRM

    Here is a good list of videos on using SalesScripter - https://salesscripter.com/category/using-salesscripter/
  2. mhalper2000

    Google Integration

    We have added new integration between Google and SalesScripter in two areas: 1) If you use Google calendar, you can now link SalesScripter tasks with your Google calendar so that when you create tasks for yourself, those tasks will also get added to your Google calendar. 2) If you use Google...
  3. mhalper2000

    Setting up subusers

    The first step after purchasing subuser subscriptions is to go to the member area of the Pro user account where you will see a tab for Subusers - https://salesscripter.com/members/subusers. On this page you will be able to create the usernames and accounts for each subuser. After you add the...
  4. mhalper2000

    New Gmail Integration

    SalesScripter now offers integration with your Gmail or Google Workspace email account. If you turn this integration on, the emails that. you send out of your SalesScripter account will go out using your Gmail or Google Workspace email account instead of using the SalesScripter delivery...
  5. mhalper2000

    What are subusers

    An add on user to a pro account for a salesperson. The editor/admin should have PRO and each salesperson should have a subuser. It is like a parent (PRO) and child (Subuser) relationship and all the accounts will get linked together Functionalities are the same minus sales message builder. The...
  6. mhalper2000

    Limit for contacts in crm

    There is not a limit of contacts that you can import into the system. But there is a limit of emails you can send and that is 100,000 emails per month.
  7. mhalper2000

    Need to hire a cold caller

    The quick answer is yes in that we have software, training, and processes that will make hiring/onboarding someone easier and improve the odds of success. But the next thing to identify is what are you wanting help with specifically. Or software provides tools for interviewing and selecting...
  8. mhalper2000

    Can sort columns

    You can now sort the columns on the pages that list contacts or accounts. By default, we sort by Quality Points putting contacts and accounts at the top that have the most quality points. If you prefer to sort by name or another field, you can go to this page in settings, then either folder tab...
  9. mhalper2000

    New Google calendar integration

    We have added integration for Google calendar. If you use Google calendar, you can go to Integrations and turn on the Google calendar integration and that will allow any tasks that you create to get added to your Google calendar.
  10. mhalper2000

    Two new voicemail scripts added to library - cross-selling cold emails

    In a same way that we just added two new emails for cross-selling, we have also added two new voicemail scripts for cross-selling.
  11. mhalper2000

    How long do you keep our data

    We do not have a policy for keeping or deleting customer data. We have never deleted any data from a past customer but there could certainly be a reason to archive old customer data. If you cancel most likely your data will be there if or when you come back. But there could be a case down the...
  12. mhalper2000

    Subuser

    The subuser account is an add on user to a pro account for a salesperson. The editor/admin should have PRO and each salesperson should have a subuser. It is like a parent (PRO) and child (Subuser) relationship and all the accounts will get linked together Functionalities are the same minus...
  13. mhalper2000

    Two new email templates added to library - cross-selling cold emails

    We just added to different email templates to the library that designed to be cold emails that you can send to existing customers to try to engage and cross-sell your other products or services.
  14. mhalper2000

    New marketing document - Website Homepage Layout

    When you go through the sales message builder of SalesScripter, the majority of what is created could or should be on your website. For example, you will brainstorm benefits, pain points, features, and differentiation points. All of these would be good to include on your website and could even...
  15. mhalper2000

    You can now pause email campaigns

    You can now pause email campaigns by clicking PAUSE on the EDIT and VIEW pages. When you press pause, all emails and queues will be paused until you click the RESUME button.
  16. mhalper2000

    For MLM?

    Yes, our solution probably works better with MLM than any other scenario for the following reasons: 1. The majority of people recruited do not have sales experience 2.It can be difficult to switch between pitching biz opportunity and the actual product 3. Early success is critical to the...
  17. mhalper2000

    edit email signature

    Go to left sidebar section Settings then Email. On this page you will be able to edit the email address and email from name for the emails that get sent out and you can also build, change, or edit your email signature. Whatever is saved on this page is what shows up in the email templates. FYI...
  18. mhalper2000

    Adding contacts to an email campaign

    There are a few ways to add contacts to a campaign: 1. one at a time - you can either add a contact one at a time on the campaign page by adding contact to campaign or on the contact record page by adding to campaign 2. Multiple at a time - on every page that lists contacts, you will see...
  19. mhalper2000

    Example of a Cold Call with Analysis and Recommended Cold Call Script

    Here is a cold call example from a financial advisor. In this video, we provide the cold call, review of what went well and what could have been better, and then we provide a recommended cold call script at the end.
  20. mhalper2000

    Warm Call Script Example Play-By-Play (Cross-Sell Cold Call Script)

    This is a cold call that we received from one of our vendors. The rep seems to be performing a customer check-in type of call but we can assume that he was trying to perform some cross-selling based on his questions. Here is the video with the call, analysis, and recommended call script.
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