Solopreneur Secrets: How eBiz CRM is Revolutionizing Business!

All right, I'm going to give you a quick rundown of the feature set that you'll find with the eBiz Suite CRM. So the first thing you want to know is that you've got this dashboard. It's going to show you the opportunities pipeline value, conversion rate, show your lead pipeline, and also the stages of distribution. If this were a live site— this is a demo site— but if it were a live site, it would also show all of your connections to Analytics and the traffic that you're getting and where it's coming from. You can also see all of your conversations, which is very cool. And a conversation could consist of either an email, a phone call, or an SMS text, and they would all show up in this area. So it's a very comprehensive platform for unified communication. So you can see every communication or contact or conversation you've had with the client. Next, it will also connect to your calendar so that you can see, first of all, what you have scheduled. It will allow you to book appointments and allow your clients to book appointments automatically. So you're not doing that phone or email tag where you're going back and forth trying to figure out a schedule that works for both of you. This is going to be connected directly to your calendar so that they can choose an open time on your calendar. It's also a complete CRM with contact management, and you can change, as you can see, just about anything. There's workflow and pipelines. You can send texts, email blasts. You can add tags to specific people to be able to drill down and find people in specific niches or targets or markets. You can also send review requests for reputation management. If you know what that is, it's where you can request someone to rate your service or product so that you can get more traffic to your Google Business Profile or your social media accounts. And you can also export and import contacts. You've also got opportunities. So like you have in Salesforce and other CRMs, you have a pipeline or an opportunity that can be moved based on actions that clients take. And these can be automated. You can go ahead and do it manually like I'm doing right here, dragging and dropping, but. You can also, you can also do it using workflow and triggers. Of course, you can take payments online, you can create invoices, you can see all your orders, any subscriptions if you have like memberships or other things that require monthly subscription, because all your transactions, add products, you can do coupons, set up your taxes, and of course you can integrate with the the Stripe, Authorize.net, and NMI for taking payments, and also PayPal as well. On the marketing side, you've got the ability to connect to all of your social accounts, and it will allow you to schedule the posting across multiple social media networks all at once. And this is gonna save you a ton of time in just managing all of that and You can create your content in advance and just schedule those and they'll be delivered automatically. You've also got email campaigns. You can set up templates, set up your own triggers. These would be link tracking basically. And you've got an affiliate management system so that you can sign on affiliates to market your products and services. As far as automation is concerned, this might be the coolest feature. It's going to allow you to automate workflows and follow-up. So for example, in this case we have a lead workflow and it looks something like that. As someone fills out this contact or lead form, it's going to automatically create an opportunity in our pipeline and depending on what happens, it will be removed from the workflow. But to give you an idea about— this one's already published. If I were to Go back and let's just say we'll create a new workflow just so you can see all the features that are available. We have different recipes for appointment bookings, confirmation reminders, auto missed call texts, birthday templates, FAQs, Facebook Messenger, Google My Business messaging. And in any case, you can go ahead and just start from scratch and then based on the first action that they're going to take. We'll just click on this so you can see. You can have it send an email, so you could have an entire series of emails being sent over an entire year or even longer, or texts, or it will even call or leave voicemails or send a direct message through Instagram or Facebook Messenger. You can add them to your affiliate— as far as the CRM, you can add a contact tag depending on some type of action they might take in an email or anything else. It's very, very robust and can cover really anything you can come up with. Has if-else, waits, webhooks. You can skip around to different places based on actions they might take. So very, very slick. And this will allow you to automate all of your follow-up with your clients, which most people are not doing a very good job of right now. You're also then available to create your own website and your own marketing funnels. And it's got a complete web builder. It's easy to use. Anyone can use it. If we take a look at a funnel here, you can do A/B split testing so that you can create a control and then maybe create another version of your page to see which one converts better. Click on edit here just so you can see how this web editor works. So basically you just click on the thing you want to change, click on the image you want to change it to, select it, and it will automatically swap that out. As far as changing text, it's very very easy. It's just got a text editor. You go in there and change it to whatever you want. You can put links in there, videos. It's all hosted locally here, so it's all included in the cost. So it's very, very slick. You can set up your websites, membership site. You can set up and build your own forms. You can do surveys. It's got a chat widget built into it. It has everything you can imagine in one place to take care of all your marketing needs online. It's also got reputation management. You can connect it to Yext if you'd like. But it's going to invite people to post reviews. And just like any reputation management, if it's a good review, it will go ahead and allow it to post. Otherwise, it will notify you that someone's unhappy before it becomes public information. So that's very helpful. And then of course, reporting. It's going to connect to your Google Ads, your Facebook Ads. You can see all the impressions, the clicks, conversions for every ad you have. You've got conversion reports and source reports. You've got call reporting. So if you connect this to your business phone, you'll be able to see which calls are being answered, which ones are being missed, the duration of the call, and then of course an appointment report which is going to show you which of your salespeople have appointments and show your appointments as well. You can have unlimited users. If we go to the settings, you can see that, um, you're going to set up as many staff as you want. You set up all of your customizable options here. You can set up your voicemail, set up as many members of the team as you have. You can set up multiple different pipelines, set up your calendars your phone numbers, your reputation management. You can have multiple website URLs. You can set up your own email services, and you've got audit logs. It's very, very robust, very, very comprehensive in every way to help you be successful in your business. If you have any additional questions, be sure to reach out and we'll answer those questions as quickly as we can. If you'd like, you can go ahead and schedule an appointment for a private demo to answer any questions you'd like, and we hope you'll join us. We've We've helped a lot of clients make a lot of money over the years, and we would like to help you do the same. Thanks for your time.