by Esteban Valeo | Apr 23, 2021 | CRM, Support
If you are running a LinkedIn Campaign, then your Sales CRM will come equipped with a feature called “LinkedIn Suggested Reply.” This feature analyzes key metrics within the CRM and also keywords within the Investor Prospect’s replies on LinkedIn to...
by Esteban Valeo | Jan 28, 2021 | CRM, Get Started, Support
What is Zoho CRM? Zoho offers a suite of applications for business operations. It can be similarly related to Hubspot, with a much lower price tag and more customization options. InvesTechs has built a custom Zoho ecosystem of applications to manage and pre-qualify...
by Esteban Valeo | Jan 25, 2021 | CRM, Support
There are two primary tools used to filter and view your CRM data, and they are integrated together: Views and Saved Searches. Views: Broad lists of Leads based on specific criteria. Views are used to display segments of Leads to a user and also trigger logic built...
by Esteban Valeo | Jan 25, 2021 | CRM, Support
Within your CRM there are multiple ways to send emails to individual or lists of Leads. This tutorial will go over each of the following methods: Template Emails Sending Emails from SalesInbox Sending Emails from the CRM Send Emails Using Templates Your CRM comes...
