How to Automate Email Follow-Up Using a CRM

How to Automate Email Follow-Up Using a CRM

Make Your Follow Up Process a Breeze Using Customer Relationship Management (CRM) Software

Curriculum

Getting Started

  • Welcome to the Course!
  • Sign Up for FreshSales CRM

Training: How to Automate Your Follow-Ups Using a CRM

26:27

  • Video Training: How to Automate Email Follow-Ups Using a CRM
  • Video Training: How to Write an Email
  • Email Framework and Best Practices
  • Template Drip Follow-Up Email #1 to Escrow Officers (Day 1)
  • Template Drip Follow-Up Email #2 to Escrow Officers (Day 5)
  • Template Drip Follow-Up Email #3 to Escrow Officers (Day 14)

Bonus: How to Send Monday Morning Emails to Follow Up

08:23

  • Video Training: The Monday Morning Email Technique

Support: How to Set Up Your CRM

  • How to Connect Your Email
  • How to Set Up a Workflow
  • How to Add a Custom Field
  • How to Import Leads from a CSV File

Support: Creating Your Sales Funnel

  • How to Create an Email Template
  • How to Create a Sales Campaign
  • How to Send a Bulk Email to Multiple Contacts at Once
  • How to Turn on Email Tracking
  • How to Customize Your Email Signature

Let's get started!

Click below to sign up!

Take the Course