To see our Online CRM+ or Email Marketing System Manual You Can
Find it Here.
Ok, so you have taken us up on our free trial of the CRM+ Sales
Automation Product.
First thing you need to do is customize it to suit your company.
If you are a good writer, this can take about 5 hours to do.
Don't worry, you do not need to have it 100% complete before you
start experiencing the benefits of the system.
Here are the sections you will need to set up. they are in
the order we recommend you set them up for the quickest route to
starting to benefit from your CRM+ Sales Automation system.
Site Edit - choose a name for
your system and a url for it to live on.
Scrolling Text Message
- The message your prospects can read if they do not have
speakers
Website Setup
"Enter Details" Page - the page where your prospects will
end up entering their contact details and answering your survey
questions.
Site Questions - where you set
up all the questions and answer choices for your survey
questions your prospect is asked to answer on the Enter Details
Page.
Website Setup "Thank
you" Page - the page where you link to your corporate site,
or possibly to the place to purchase your product or service.
Auto Responders - where you
set up your follow up email series.
Gateway Pages - Where you can
set up either entry or exit pages specific to a particular
product or service or industry you are approaching
Mentoring - Where you can link
several users of the CRM+ system to a master user for monitoring
and mentoring.
Login
First, you will need to login to your back office in order to
access the CRM+ setup area. To do this go to
http://www.houraday.com/yourusername and hit the Members link on
the left hand menu. (you need to substitute your username after the
forward slash that you selected when you enrolled for the free trial
or purchased the system)
Put your password in the password field. Hit submit.
Select Omsys or CRM+ from the left menu in order to access the
CRM+ system.
Ok, now you are in. As it is your first time and you
haven't been using the system much yet, you will need to start the
process to make the system useable.
Here you will choose what to name your system and a what URL you
want your system to live on. Do this by clicking on the "edit"
link beside the delete button on the right hand side of the screen.
In the box under the "Site Name" heading, enter in the site name
you wish to call it. this is for your reference only and is
mostly to keep straight in your mind which system you are working
on, as it is possible to own more than 1 license and control them
all from the same area.
In the box under the "SiteURL" select the URL that your
prospective customers will go to to start into the sales funnel.
Select the Language you wish to create your site in. This
will set the appropriate encoding so your users will see your
particular site set up correctly.
You can select from an existing setup and modify from there if
you like. To do this, please go to the link that says, "Omsys
Home", then to "Website Config",
then to "Default Setups".
Under Setup name Select the default system you would like to use.
Click Update on the right hand side.
While you are here, set up the "Corporate Push" settings at the
bottom of this page. If you set it up as allow, that
means anytime we upgrade the default setups, your setup will be
overwritten and you will lose your changes, but get our newest
version. ONLY DO THIS IF YOU HAVE CHOSEN A GENERIC DEFAULT
SETUP and haven't done any modifications.
Most clients will select the Refuse selection. Click update
once you have made your selection.
Now we will set up our Introduction page in your website.
This is the first page that you will write in your system, and
the first one potential clients will see when going through your
system.
For a lesson on methodology behind how we suggest you set up your
system Click here or
select the Setup default setting to see example text and thinking
behind it.
Click on "Site Edit", then click on the name you selected for
your site name on the left hand side under the Site Name column.
First thing you can do here is to select the theme you would like
to use.
Then you should add in your existing website, or action page you
wish to send this prospect to after they have entered all their
information into your system and the final page shows up. if
you do not have a website, see the section on Gateway Pages and we
will show you and alternate way of using the CRM+ Sales Automation
system.
Now we are ready to edit the first page in your system.
Select the word "Introduction" in the drop down menu, and hit GO.
Here you have a few options on how you would like to control your
pages within the system.
You can use the wysiwyg (what you see is what you get)
editor that operates very much like your word processor that you
see on this page.
You can use another webpage editor like Dreamweaver or
FrontPage and copy just the body portion to the source tab in
this system
You can use another webpage editor like Dreamweaver or
FrontPage and copy just the whole page including all look and
feel to the source tab in this system.
Remember the function of this page is to inform them enough to
make them want to listen to your message on the next page, you are
only selling the next page of information at this point, not your
entire company and product line!
Then you simply want to describe the process you will put them
through in the system. Do not oversell.
You can use the wysiwyg (what you see is what
you get) editor that operates very much like your word processor
that you see on this page.
You can use any of the Distributor macros signified by a [d***]
in this page.
The Link to have users go to the next page is done by inserting
the [stepa]what you want the link to be named[stepb] macros. In
other words if you did [stepa]Click Here to go to Step 1[stepb] you
would end up seeing a line of text that is a hyper link saying Click
Here to go to Step 1.
The only real trick to this is how to upload pictures with the
system where necessary, and arranging any form or table structure
you intend to use. Other than that most buttons will behave as
in a word processor and you can immediately see the results in this
editor as you make changes.
You can use another webpage editor like
Dreamweaver or FrontPage and copy just the body portion to the
source tab in this system
Here it is pretty simple as well, you simple paste the html into
the "Source" tab. So click the "Source" tab,
you will see some
default tags. We assume you know what you are doing with html
if you are choosing this option.
You will need to either have any images you use uploaded to
another server and use direct links to it, or you will need to
upload your images and make sure your path is correct for it to work
on this system.
You can use another webpage editor like
Dreamweaver or FrontPage and copy just the whole page including all
look and feel to the source tab in this system.
If you want to not use our prearranged templates for your look
and feel, you must be sure to check the "Paste/Edit my own HTML" to
make sure none of our default meta tags or style sheets are used.
Then the instructions are pretty much the same as above option.
Please go to the link that says "First Emails" select first
the email called, "New Prospect Welcome Email".
You can write whatever you like here to welcome this person and
they will get this email right after they hit the submit button.
There is no time lag on this email.
You can use any of the Macro's on the macro list. To see
the ones available click on the, "Available Macro List" link, be
sure you allow popups on this site, or it will not show up as it
opens in a new window.
Also keep in mind macros ARE Case Sensitive, so if you do not
type them exactly (I recommend you copy them and paste them from the
list) and keep the [brackets] they will not work.
Other than that, the editor to enter them is the same as the
editor for editing your introduction or other webpages so the same
rules apply. You can use the editor or paste your own html.
Once you have hit submit on this email, please modify the other
one by selecting "New Prospect Notification Email". Follow the
same process as the first email you modified.
Now we are going to set up the free form text on the Presentation
page. Hit "Omsys Home" to get back to the main menu.
Then hit "Website Config", then hit "Site Edit",
then select your
named site to work on, then select the page "Presentation" from the
dropdown.
If you see site edit in the left menu just click on it to
shortcut the above process.
You will see the now familiar editor with a place to put your
desired text. This text will sit beside the scrolling text and
audio playing object.
It is not recommended to load this area down with information,
just rather tell them about the message about to play and
approximate length and that they will be asked for their contact
information when it is done. Again load our "Setup" site from
the default menu to get methodology and example text setups you can
use.
Now we are going to get you to do the hard part! This is
the central and most important part of your entire system. The
great part is, as soon as you have this part written, you can use
the system, even before you record the voice portion. in order
to do this, you will need to make a simple blank recorded file and
upload it. Windows sound recorder will work, you can find it
under Start, All Programs, Accessories, Entertainment, Sound
Recorder. Simply push the record button, then push the stop button
and save the file to your desktop named Blank. Then upload
this file using the browse function to locate it from the
Presentation page in our system.
Ok lets get on with the scrolling text.
This is the scrolling text message that will talk about your
company, product or products and advantages of potential clients
making a decision to learn more about you.
Well written it should end up getting the person to the stage
where they willingly give up their contact information to you as
they are now sold on your company or product enough to want to learn
more. Don't over do it here. For the very easy
type people, this should barely provide enough information for a
purchase decision. For an engineering type, this should not be
enough, the next few steps will satisfy that type of personality.
Ok so here we go.
Click on the link on the left side that says "Site Presentation".
Start by entering the header you want to show, then get on with
the content. once you think you have it good, read it outloud
a few times at a nice pace and time yourself so you can decide how
long to have it remain before asking the potential client for their
contact information.
Once you actually record the voice portion, you will be able to
set this precisely, for a now, remember people can only read it!
Once you have it written you can finish up a few more setup pages
and get to using your system. You can procrastinate a bit on
finding someone to do the voice recording or doing it yourself!
Make sure you submit it when you are done. Actually I
recommend write it in Word or some other word processor and save it,
and when you are happy with hit, come back here and paste it in.
That way if you lose your internet connection or any other of those
nasty things that can happen, you will be happy to know all your
hard work will be safe and sound!
Now we need to set up the "Enter Details" section of your site.
Click the name of your site link. Now click the "Enter
Details" page in the drop down and press Go.
What you are adding on this page is the text that shows up before
the collection of the details. We highly recommend you include
the fact that by filling in the form, they are Opting in to receive
further information by email from your company.
Here we go, the power of questions to help you determine who is a
qualified lead and how is just yankin your chain.
We recommend a lot of thought go into setting up these questions
to be sure you collect information that will truly help you evaluate
the quality of the lead.
So, the mechanics of entering questions.
Click on the link called "Site Questions" on the left hand menu.
Click on "New Question"
In question number you can put the number 1 for your first
question, the question number will cause the question to be in a
certain order in the list. if you think you may add in more
questions or mess with the order, you can start wtih question of 10
and go to 20 for the next one and so on, this means you won't need
to renumber all of them if u suddenly want to put one first in the
list. if you entered 1, 2, 3 then you would have to renew them all.
Enter the question as you wish it to be displayed. Select
the answer type.
Radio buttons are these
answer 1
answer 2 -- and
only allow the user to select one of many answers.
Check Boxes are these
answer1
answer 2
answer 3
-- and allow the user to select more than one answer.
Drop down list is one of these:
- and allows only a single answer to be selected.
Text box is one of these
-- and allows
short free form text to be entered.
Text area is one of these:
-- and
allows larger freeform
text like notes, or comments to be collected.
I like to make my last question an open field like that for
comments. Customer feedback can be the most effective way to
tweak the system and eliminate things you may be offending potential
customers with.
Once you hit submit, you will get to enter your answers if
necessary. If you set answer type to be either Radio button,
Check Box, or Drop down, you will now hit the "answers" to set the
answers to the question.
once you have clicked the "answers" link, you will have the
ability to enter an answer to the question number. again, sort
order is what order to have the answers display in. the old
numbering by 10's can also be a smart idea here as well.
Enter a question answer, and a sort order, and hit the "add"
button. This will add the answer and let you enter another
answer. Once you have all the answers in, you can hit "New
Question" again to start the process over for your remaining survey
questions.
Go back to "Omsys Home", and click on "Website Config"
and click
on your site.
Select "Thank you" page from the drop down and hit "Go"
Edit this page as per previous instructions on how to use the
webeditor object.
The bottom of this page will automatically put a link to whatever
site you have entered in your Corporate Website Address at the theme
edit section at the top.
