Shift CRM Launching Our CRM Help Library!

Short video by Nate Tilley announcing the launch of a comprehensive help library for Shift’s custom CRM platform. He briefly describes the CRM’s features (lead management, calendar/booking, email/text marketing, landing pages, websites, automations), explains the help library provides step-by-step guides, videos, and support tickets, and offers a two-week free trial plus a strategy call.
Chapters
Hey, Happy New Year everyone. I hope you had a really good start to your year, a good new year and a good holiday season. Now that it's the new year, that means that it's a new time for business owners to be thinking about ways to improve their business. And if you're not automating a lot of your business right now, then you're probably spending a lot of time doing manual operations that you could have your CRM do. So today I'm not going to give you a full tour of our custom CRM platform. I'm actually just going to give you a tiny, tiny look at one of the newest features that I think will really help anyone who wants to check this out. So obviously we have all these features. It can be kind of overwhelming at first, but this, this platform here is literally everything you need to run your business. Start to finish, full lead management system, integrated calendar, booking, email marketing, text marketing, you know, landing pages, websites. It's got, it's got literally everything you need. And it's been a huge game changer for me. You know, I run all my websites through here, all my funnels, all my leads through here and I get the benefits of all the automations in place now. One, one issue that we have with this is, you know, getting business owners to get in here and use it themselves is hard because it's confusing. So what we've been working on and what we finally got ready to launch today and why I'm making this quick video is down here. You'll see we've got the help library link, keeps popping up when I look at it, but if it was an individual box, you'd see the help library pop up. Now here in our help library we now have every single different thing broken up and full, you know, step by step instructions that'll show you everything you need to do so you can set this CRM up and customize it to your business just by yourself. Okay. If you're a business owner, this is super beneficial. Your employees can set this up. If you want to speak with our team at any time, you can always put in a support ticket here for live chat with us. And I mean we literally go over every single different sector and every single thing you can want to do. This is a full support library and this is not something that comes, you know, it took a lot for us to be able to build this all out, to say the least. And this, this profile, this platform can be a bit overwhelming at times. So we want to make sure that anybody that uses it has step by step instructions that are going to help them understand how everything works, what everything is, and again, how it can benefit your business. So yeah, that's, that's the, that's the announcement. We have a fully integrated support library now comes ready with how to's, videos and full explanations. So you can totally automate your business. Set up your CRM with all your accounts integrated and start adding software solutions to your business such as two way texting, web chat on your websites, automated review management. There's just so many different things that you could be doing that it takes, you know, a good 30 minutes to an hour to set up the first time, but once you do, you have it for the rest of your business. So again, just dropping in, this is Nate with the shift social and I just wanted to give you guys a quick update. If you're interested in checking out our CRM, we're offering a two week free trial for anybody that wants to check it out. You'll get a free full automated account and a strategy call with me where I'll teach you how you can actually use it for your business. This is great for salespeople, this is great for sales teams even and single business owners. This is really good for anyone across the board. Just the customization features of it is where it's going to differ. So yeah, if that's something you're interested in, let me know. And I would love to show you more about this. Thanks. And again, happy New Year.










