Free Weekly CRM Training
1st Wednesday of Every Month: CRM Basics (30-45 Minutes)
Signed up and ready to get started, or have a new team member that needs training? During this training seminar we will cover:
- How to create Contacts... manually or through an upload
- Tracking relationships through custom fields
- Dashboard Overview
- CRM Vocab and Terminology
- "What's that button do?"
- Adding Users to your account
- 5 Simple Steps to habit building activities
Click Here to join on 1st Wednesdays at 3:00 ET
2nd Wednesday of Every Month: CRM Advanced (45-60 Minutes)
You've followed the 5 Step process for the last week and you're ready to learn more... During this training seminar we will cover:
- Contact Clean Up... Export, Import, Purge, and more.
- Absorbing & Deduplicating your CRM
- How to use (and not use) Custom Fields
- Advanced Segmentation tools: Lists vs Queries
- Calendar Integrations
Click Here to join on 2nd Wednesdays at 3:00 ET
3rd Wednesday of Every Month: Email Marketing (60 Minutes)
One of the most powerful features of AddressTwo is its email marketing tool. The Campaign Manager includes an easy-to-use email template designer, automated opt-out (unsubscribe) processing, and an easy-to-use report of click and open rates. During this Training we will cover:
- Sender Profiles: how to create a profile and why it is important
- Webform creation (i.e. 'sign up for our email newsletter' form on your website)
- Basic to advanced Template design
- Simple ideas for content creation
- Basic Drip Marketing creation
- Reports, and how to use them
Click Here to join on 3rd Wednesdays at 3:00 ET
4th Wednesday of Every Month: Facebook Live Fireside Chats
Interview style with Nick Carter, Erin Contreras, and other industry experts discussing CRM, insider tips, and ways to apply the basics to everyday tasks that will really increase business.
Click Here to watch LIVE on Facebook on 4th Wednesdays at 3:00 ET