Does your CRM Import and Export your data in a way that is helpful and efficient?

October 26, 2020

CRM systems are often robust and complex in their functionality and getting data in or out of these systems can be very challenging. When we look at the top players in the CRM industry for small to medium size businesses, we see a wide array of functionality that allows clients to import and export data utilizing web-based admin tools. But is the format of the data coming out of the system really what the client needs, or does the client have to jump through hoops and massage the data to get it in a useful format?

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CRM Internal messaging versus integrated email solutions

October 17, 2020
Bill Southerland

Immediately what comes to mind is integrating smtp and pop servers with customized email solutions so everyone can login to one place for everything. Well the truth, is that some things are left better alone.

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Assigning Leads and Lead Distribution Management on Hot Prospects

October 15, 2020
Mike Smith

Keeping sales staff happy can be a difficult job, especially when some are performing better than others. Features within the Hot Prospect Platform will allow for five different types of lead distribution. Depending on how you are using the various post types on the Hot Prospects Platform, generating leads on your pages is commonly the main goal for creators. When a lead is generated on the site, the data will be stored on the platform and is automatically assigned to a selected employee depending on the setup.

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Now that I’ve built a customized form and assigned it to my landing page, what should I do next?

October 12, 2020
Mike Smith

The Hot Prospects® platform supports a wide variety of customizations created specifically to help identify and build a sales process for any type of business. First, use the most common “sales steps” that your company’s representatives would perform when they sell, and then build out those sales steps.

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