Tag Archives: Referral Maker CRM for Teams

Make Your Team More Productive

make team more productive

How productive is your team? Sure, they may look busy, but do you know how much they’re getting done each day? There’s a difference between being busy and being productive. Many of us are ‘busy’—that is, we work tirelessly from the moment we get into the office. However, we may be so busy trying to put out fires that we don’t get around to doing the activities that drive our business. When you’re productive, you complete your priorities for the day and don’t get sidetracked by the unexpected issues that arise. So, is your team productive or just busy? Here’s how to find out. Continue reading

Master Your Team’s Marketing with Referral Maker CRM for Teams

Referral Maker CRM for Teams Marketing Materials

 

Marketing is an important part of branding your business. Although most of your business comes from the referrals of your best clients, your marketing pieces reinforce your expertise and allow you and your team to stay on the minds of your best clients.

However, when you work within a team, it can be difficult to ensure the team’s marketing materials are uniform and consistent with your brand and message. Luckily, Referral Maker® CRM for Teams has your back with our new Marketing feature!

Create Uniform Marketing Materials for Your Team
Referral Maker CRM for Teams makes it easy to quickly create email and letter templates that meet your branding standards, messaging and key points. This helps ensure clear communication with your team’s clients.

Push Materials to Your Team
Once you’ve created your templates, Referral Maker CRM for Teams allows you to push these templates to your team members. The templates take the guesswork out of your team’s marketing—they don’t have to create their own materials. Instead, they can lean into yours and spend their time doing something more enjoyable and productive—serving their clients.

Ensure Consistent Communication
It’s no secret that consistency is the key to success. When you’re consistent in your communication, you build trust with your clients. The Marketing feature of Referral Maker CRM for Teams helps to ensure your team is consistent in their communication with their clients.

Are you using Referral Maker CRM for Teams? If not, what are you waiting for? Visit ReferralMaker.com for more information and to sign up today.

Optimize Your Team’s Contacts with Referral Maker CRM for Teams

Referral Maker CRM Team Contacts

Wouldn’t it be wonderful if you could organize your team’s database and share contacts between team members? Well, now you can! With Referral Maker® CRM for Teams, you can manage the contacts and relationships of your team! Continue reading

Harness Your Team’s Productivity with All-New Reports for Referral Maker CRM for Teams

Referral Maker CRM for Teams Reports

Want to make sure your team is on track to reach their goals this year? With Referral Maker® CRM for Teams, you can generate powerful new reports that provide insight into your team’s productivity, transactions and lead progress. No more wondering what your team your team is up to and how many transactions they have in the pipelines. Just open the correct report and get all the information you need, in real time. Continue reading