Customer Gamification

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Software

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Only for new CRM.me users who do not have existing accounts

February 06, 2020

That IT Guy

<h4><b>CRM.me is a customizable, easy-to-use dashboard that helps sales teams track leads and move them through the funnel</b>.</h4> 

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<p>The CRM.me dashboard <b>keeps you organized with everything in one view</b>—from upcoming meetings to opportunities broken down by stage and source.</p> 

<p>Add additional portals to customize the dashboard with the things that are most important to you, so you know where all your leads are in the funnel.</p>

<p>In the designer mode, you can <b>edit the fields and layouts of each module</b> to reflect your preferences so you see the most important information on all your leads.</p> 

<p>If your sticky note system needs an upgrade, CRM.me is the solution for you.</p> 

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<p>With CRM.me’s workflow automation function, you can <b>easily set reminders and alerts</b> to make sure no one misses a step.</p>

<p><b>Create workflows for each step of the sales process</b> to remind your team about key items to track or follow-up tasks.</p>

<p><b>Set automations</b> based on time or based on when you click save and define the triggers and actions.</p>

<p>For example, if you want to track a lead source after they become a prospect, you can set up an automated workflow to take care of that step.</p>

<p>The workflow automation helps <b>keep the sales pipeline moving</b> so you can spend more time closing deals and less time trying to remember where a prospect is in the funnel.</p>

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<p>Keeping your sales team motivated and competitive can be fun with CRM.me’s <b>gamification features</b>.</p>

<p><b>Set up a</b> <b>leaderboard</b> to show how the sales team is performing and to encourage competition.</p> 

<p>In addition to the leaderboard, <b>team members can earn coins</b>, <b>badges</b>, <b>and virtual items</b>. (It’s like a Chuck-E Cheese without the creepy animatronic mouse or drunk parents.)</p>

<p>You can <b>create a reward center with real prizes</b> that you and your company select, like gift cards.</p> 

<p>Help your team stay engaged in a fun and competitive way, while still getting work done with CRM.me’s gamified features.</p> 

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<p>CRM.me’s email <b>template builder</b> makes it easy to follow up with prospects.</p> 

<p><b>Target emails to specific customers</b> to streamline outreach and follow up so you’re always keeping leads warm.</p> 

<p><b>Manage and track email campaigns</b> all in one dashboard so you can see everything at a glance.</p>

<p>Use lead capture forms to <b>get lead information directly in the CRM.me platform</b> and use the web analytics feature to see when prospects are visiting your website.</p>

<p>
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<p>CRM.me uses a streamlined dashboard, automated workflows, and gamification features to help keep sales teams engaged and on track.</p> 

<p>Makes closing prospects as easy as 1-2-3.</p>

<p><b>Get access to CRM.me now</b>!</p>

<b>P.S.</b> Learn how to use CRM.me like a pro by catching our training webinar replay here: <b><a href="https://youtu.be/LovkR7a8X14" target="_blank">Webinar Replay</a></b>!<p></p>

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