Author: GoCRM Team

What is Field Force Automation and How To Get Started?

Field force automation

Think about all that you can do if you could get in touch with your onsite technicians in real-time without necessarily being intrusive? You can easily schedule routine services, perform onsite issue fixes and installations, track work progress, and record every equipment movement from inventory to onsite with no added burden on your work force working hours.

Field force automation is the kind of technology that lets you achieve efficiency with all of your customer site-related operations. This technology enables universal access from different devices like PDAs, mobile phones, laptops, and more, letting your field technicians share real-time information with your core team. It combines the power of technology and manpower to provide an easily trackable and efficient onsite work process.

What Is Field Force Automation?

In a strict sense, field force automation helps create workflows and track them through the various stages of a work process lifecycle. The latest features field force automation includes onsite employee tracking in real-time through GPS, as well as advanced collaboration tools.

For instance, say you have deployed a sales representative to demonstrate a product to a prospective client. Using field force automation, you can let your sales team instruct the field reps efficiently and give them remote assistance to do their jobs correctly. Additionally, you can also track the movement of your product equipment for safe transit and on-time delivery.

Unlike regular enterprise applications tied to an organization’s intranet, field force automation software can be accessed from any remote location with the proper credentials.

Field Force Automation Benefits

Better Efficiency

Field operations are often meddled with too much paperwork that can eat up productive hours. It can also have many repetitive work and chances for manual errors leading to inaccurate work tracking.

An automated system inherently solves this issue by digitizing all your work artifacts. Field agents can clock in and out quickly, thus enabling you to track their work hours accurately. Inventory management can be efficiently carried out with minimal errors. All necessary documents and customer interactions can be duly recorded and stored in your secure cloud storage.

Information can also be shared with the back office teams instantly, reducing a huge amount of delay that is encountered otherwise. You also get intuitive dashboards that present information at a single glance, helping make quick and accurate decisions.

Automatic Task Assignment

Getting the right field agent for the job can be an absolute head buster moment. Each minute to onsite issue resolution counts in terms of revenue. Finding the right resources and assigning them to a task at hand can be automated with field force management tools. Some advanced tools also use workflow automation to optimize resource scheduling, which adds more value to your business.

Boost Employee Morale

Field force management software eliminates the need for micromanagement. With features like geocaching, real-time alerts, and updates, you don’t have to expend so much personal interaction to follow up on your onsite operations. Information is made available instantly, reducing friction and communication gaps between your field agents and back-office managers.

Both on-field agents and back-office teams are provided with access to common data allowing for better coordination and collaboration.

Better Customer Experience

This goes without saying as when your efficiency increases, the customer ends up feeling happy and satisfied. Field service automation allows you to incorporate business intelligence modules to improve your customer site operations.

Mobile sales force automation allows for accurate data reporting and faster time to issue resolutions, which helps with accurate billing and better service delivery.

Getting Started With Field Force Management

The first step is to educate yourself about the various field force management benefits and the possible capabilities it can bring to your business. Identify your business process needs and the spaces where field force automation can be applied for greater efficiency.

Evaluate your chosen tools against your needs and determine the business process changes required to implement the field force solution.

Determine the changes you need to introduce and establish the required policy changes across your organization. Identify the tasks that need to be automated like instant task allocation, lead management, route planning, geo-fencing, geo-tracking, and field attendance and payout management, the various reports required, and so on.

Try to adopt a phased approach to adopting your field force solution. Take time to train your employees and foster the necessary company culture that promotes collaboration and technology use.

💡 Takeaways

Field force management presents a huge potential to drive up your sales and foster better customer rapport, which every growing business can use.

So, are you all set to get started with field force automation, but the whole task sounds a bit overwhelming? Do not worry. GoCRM is here to help. Contact us and request your free demo today!

How to Get Started with Senior Insurance Marketing & SMS

How to get started with senior insurance marketing

Fast, simple and personal access to senior leads and customers is vital in the senior insurance business. Whether you are offering educational resources to an undecided retire or getting in touch with a baby boomer after a natural disaster, prompt communication is key to earning their trust, and their business.

Enter SMS messaging. As part of your senior insurance marketing strategy, text messages can reach more people, generate more leads, and earn more trust than would be possible through more traditional means.

Take a closer look at the power of text messaging in insurance marketing, and how integrating SMS with your CRM can make you more effective, without adding more work.

The Power of Text Messaging

Why use SMS as part of your senior insurance marketing strategy? Because people pay attention to text messages. Consider these facts:

  • 91 percent of adults in the United States own a cell phone.
  • However, most people ignore calls they believe to be from telemarketers.
  • BUT 90 percent of text messages are read within 20 minutes.
  • Consumers expect to communicate with you 24//7/365.
  • People over the age of 50 make up more than 37% of the population in the US.
  • By 2050 the senior population will reach 90 million.

Text messaging gives you a fast, simple, and effective way to connect with leads and customers, at any time of the day or night. Plus, it gives them an easy way to reach out to you without going through frustrating automated phone systems or needing to take the time to write an email that may (or may not) ever read.

Uses for SMS in Senior Insurance Marketing

Insurance agencies are increasingly seeing the value of SMS in their senior insurance marketing. Text messages can assist with a slew of health or life insurance marketing tasks, including the following:

  • Setting up appointments for Senior Coverage insurance plans
  • Sending reminders and notifications (e.g. Upcoming appointment reminders or Medicare policy renewal notifications)
  • Checking in with customers (e.g. After an event or Medicare Supplement claim)
  • Requesting feedback from customers (e.g. After a Senior Insurance claim)
  • Sending one-time passwords for account access
  • Engaging leads (e.g. Sending educational resources or special offer alerts for Part A or Part B)
  • Earning leads through giveaways or special offers (e.g. Weekly webinar on Part D plans)
  • Following up after online form submissions
  • Upselling insurance products to customers
  • Reducing customer service calls (e.g. Confirmation of form submission or appointments will reduce calls to confirm this information)

With the ability to include links to your website, resources, or letters in your text messages, you can use SMS to quickly grab the attention of your target audience, current leads, and customers in order to communicate important information efficiently.

With the ability to effortlessly communicate with you, leads and customers will also experience greater satisfaction, and purchase more insurance products, than if you had attempted to reach them in other ways.

Getting Started with SMS Senior Insurance Marketing

Sending text messages to hundreds or thousands of people in the hopes of generating leads, promptly replying to online form submissions, or sending notifications and reminders in a timely manner is outside the abilities of most sales and marketing teams.

You want your teams to focus on work that generates money for your business. That is why you need to get started with SMS senior insurance marketing by integrating your text messages with your CRM.

Through a customer relationship platform like GoCRM, you have the ability to use SMS as part of a full set of tools that work together to create seamless and productive interactions with your leads and clients.

Here is how you can use your CRM to integrate SMS into your senior marketing and sales efforts.

Make SMS part of your automated workflows

Within GoCRM, you have the ability to create automated workflows to accomplish tasks such as nurturing leads, onboarding new customers, or engaging cold leads. These workflows consist of emails, phone calls, and SMS messages written by you and arranged according to your company’s best practices.

Once activated, GoCRM automatically implements the workflow, so all you have to do is create the messages once, set the parameters (e.g. All leads who have not responded in the last 15 days) and turn your attention to other tasks while GoCRM takes care of the rest.

Text messages can become an important part of these automated workflows. For example, you may send a text message to check in about a lead’s level of interest, send a quick link to resources that a cold lead may find engaging, congratulate a new customer on their Medicare policy enrollment as part of an onboarding process, and more.

Within GoCRM, these SMS messages come from the assigned team member’s personal number, so recipients can text back and immediately reach a real person, or call the number to speak to someone personally.

As part of automated workflows, then, text messages become a quick, easy, and effective way to build a line of communication that captures leads and encourages them through the sales funnel with less work on your end.

Use SMS messages alongside emails and phone calls

When you integrate SMS senior insurance marketing with your CRM, you gain the ability to use text messages alongside other tools, such as emails and phone calls.

Automated workflows, such as those discussed above, for example, create a seamless way to capture, engage, and nurture leads using all the tools at your disposal. You set the series of emails, phone calls and text messages to create the most effective campaigns possible for your target audiences.

In concert with emails and phone calls, text messages can give leads and customers the nudge they need to engage further with your senior insurance business.

Use text messages to respond to customer actions

You don’t have to use SMS messages just as part of automated workflows. You can also set text messages to trigger through GoCRM when leads or customers take specific actions.

For example, say someone schedules an appointment with you online. GoCRM can respond immediately with a quick text message confirming the appointment and providing a link to more information.

Similarly, say a lead has an upcoming appointment. Your CRM can trigger an SMS message as early as you want before the meeting: 1 hour, 24 hours, 1 week, etc. These reminders reduce the number of missed meetings, and wasted time, your sales team experiences.

Use text messages to cut down on response times

Seniors looking into insurance want to know that they have your attention. If they submit a contact form, they want to hear from you right away. If they schedule an appointment, they want to know that you received their appointment time.

SMS messages can help you to respond quickly even when leads and customers take actions outside of business hours.

For example, GoCRM can send a thank you SMS to a customer as soon as they schedule an appointment, no matter what time of day or night it is, while someone who submits a contact form can receive an SMS with your company’s hours of operation so they know when to expect a reply.

Automated, and prompt, text messages such as these create instant communication that earns you more leads and more sales by ensuring that your business remains engaged with everyone who wants to connect with you.

💡 Takeaways

GoCRM has the ability to put SMS messages to good use for your insurance business. Contact us for a free demo or to learn more about how you can get started with SMS marketing through our CRM.

7 Ways to Automate Marketing for HVAC

HVAC marketing automation

Almost everyone needs HVAC assistance at some point. Whether repairing an existing system or installing a new one, the necessity of having a working HVAC system creates a huge pool of potential leads for your business.

Taking advantage of those leads, however, can be challenging when you are trying to run your business at the same time. Creating marketing that reaches your target audiences, and implementing infrastructure that can handle leads as they come in, may require automation. Enter marketing automation with HVAC CRM.

Automation through your CRM can help you to respond promptly to HVAC emergencies, cultivate new leads, and close more sales, all without taking more time out of your schedule. Here are 7 ways marketing automation can benefit HVAC businesses.

Call & Lead Tracking

HVAC call trackingConsumers often need to reach an HVAC company urgently. It is July and their air conditioning stopped working, or it is January and they cannot get the heat to turn on. They use phone calls to reach a company quickly.

Unfortunately, many HVAC companies fail to treat phone calls with the urgency they require. Up to 43 percent of businesses never even return a phone call. And, when it comes to tracking important consumer information, data gathered over the phone often fails to make it into the customer database.

Automated call tracking can help. GoCRM uses a cloud-based VOIP system to automatically route phone calls to the assigned team member’s personal device. That means that your team can answer (and make) phone calls anytime, anywhere.

This system does more than make it easier to connect personally with your leads. It also makes it simple to centrally store information collected over the phone by automatically recording phone calls and importing data into the CRM’s central database.

With the ability to handle phone calls personally from anywhere and store information automatically, you can quickly handle phone calls, capture more leads, and complete tasks such as the following:

  • Dispatch team members to HVAC emergencies
  • Schedule appointments
  • View client history and requests
  • Answer questions
  • Provide quotes

HVAC Lead Engagement

Attracting, cultivating, and converting leads doesn’t have to require a lot of time and effort on your part. Automated lead engagement workflows can help you to maximize the ROI you earn from leads without adding work to your already busy team.

GoCRM allows you to set up tasks, emails, SMS messages, and phone calls on a schedule and in an order that is customized to your business practices and target audiences. All you have to do is set up the workflow and create the email and SMS templates once.

GoCRM will then implement your workflow based on the parameters you set. For example, if you create a workflow for leads who have not responded to your business in 30 days, GoCRM will implement the cold lead workflow for every lead that meets that criteria.

Your team can focus on the urgent tasks in front of them, while GoCRM nurtures, qualifies, and follows up with leads automatically, sending messages, scheduling phone calls, and sending notifications when your team needs to be involved.

Here are a few of the tasks you can automate with GoCRM:

  • Create an autoresponder for incoming leads
  • Automate lead qualification
  • Re-engage leads who have stopped responding
  • Respond to website visitors who have requested an appointment or asked a question
  • Provide industry information (e.g. HVAC maintenance tips) to engage potential clients
  • Deliver quotes
  • Send service reminders
  • Follow up after an HVAC repair
  • Check in with former clients to request reviews, obtain referrals, and determine satisfaction with your work

HVAC Lead Management

Effectively managing every lead is essential to maximizing your ROI. Make it simple to keep up with every lead with automated lead assignment through GoCRM.

Assign leads based on urgency, value of the potential sale, type of HVAC need, seniority, location of your team members, and more. You can also simply have the system assign leads in a round-robin style.

After assigning the lead, GoCRM ensures that your team keeps track of the lead by scheduling appointments and phone calls and sending reminders about important tasks. By sending texts and emails from the assigned team member’s personal accounts, GoCRM makes it simple for leads to connect personally when they are ready to respond.

Combine automated lead assignment to seamlessly and effortlessly develop a system of engaging, nurturing, and converting leads that is more effective and less time-consuming than your current strategy.

HVAC Email Marketing

HVAC email marketingWith an ROI of $38 for every $1 spent, email is one of the oldest and most effective methods of digital marketing. Automate your email marketing campaigns to make the most of this powerful HVAC marketing tool.

You can automate email by creating drip campaigns to target specific audiences (e.g. Cold leads), integrate email into your automated workflows, or trigger emails based on specific consumer actions (e.g. Appointment confirmation emails).

All you have to do is create the email (or email series) and activate. GoCRM will take care of the rest, including personalizing the email with the recipient’s name.

Consider using automated emails to complete some of the following tasks:

  • Communicate with your target audience regarding relevant news (e.g. Changes in HVAC regulations or new HVAC models).
  • Encourage potential customers to schedule an appointment for HVAC maintenance
  • Alert leads to resources and information (e.g. New deals or comparisons of HVAC products).
  • Re-engage cold leads with information on new deals, reasons for HVAC maintenance, or free quote offers.
  • Deliver resources, such as a blog on when to replace your HVAC system.
  • Respond to website form submissions, quote requests, appointment scheduling, and other communications.
  • Onboard new customers.
  • Follow up with clients after project completion.

Personalized HVAC Marketing

In a business as essential as HVAC, personally connecting with consumers builds trust. Use GoCRM’s automation to personalize your communications with leads and clients.

In addition to adding recipients’ names to emails and text messages, GoCRM can also send messages from assigned team members’ personal email accounts and phone numbers.

When a consumer receives an SMS from a team member’s personal number, they can reach that team member simply by responding to the text or calling the number. Responses to emails will similarly reach a real person within your organization.

Enabling consumers and your team to seamlessly transition to personal communications makes it easier to personalize communications and gain consumers’ trust.

In addition, GoCRM makes it easy to access all of the information available on a lead or client in one central location. As a result, your team members can personalize their communications to the consumer’s specific situation with a single look at the database.

Easy, simple, personalized communication will go far in converting leads and boosting your HVAC company’s ROI.

Automated HVAC Data Entry

In order to access complete information on every lead, you need to make sure that data is promptly recorded after every interaction.

Ensure timely and accurate data recording by automating the process through GoCRM. Our system integrates with hundreds of platforms and imports the relevant data into one location.

In addition, recording and importing phone calls ensures that spoken communication is also safely stored for easy access.

Avoid repetitive tasks and needing to ask consumers for the same information over and over. Instead, tailor your communications and serve leads more promptly with accurate, real-time information on their situation.

HVAC Marketing Analytics

HVAC marketing analyticsIf you want to know exactly how your marketing and sales efforts are performing, you need access to accurate and real-time analytics.

Get that information with GoCRM’s marketing attribution feature. Our system can assign a unique phone number to each marketing effort (e.g. Google Ads and Facebook Ads). By tracking which leads call which number, our system can identify the origin of phone leads and identify which marketing efforts are most effective.

In addition, GoCRM can track the origin of leads to complete tasks on your website, visit your website, sign up for emails, request quotes, and more. By tracking not just the origin of leads but also what they do once they engage with your business, GoCRM can help you identify the most effective strategies for your HVAC business.


HVAC marketing automation can transform your business by improving your efficiency and productivity without increasing the amount of time you devote to sales and marketing. Use GoCRM as your HVAC CRM for sales and marketing improvements that will boost your ROI and build trust with your consumers this year. Request a free demo today!

How to Use CRM More Effectively?

How to use CRM more effectively

Customer Relationship Management – the three words that can make or break a business. A CRM enables an organization to manage all the customer records, contacts, and other relevant information. When you learn to use the CRM software to its full potential, you will see that it can be a lot more than just a database of customer contacts.

There are many advantages to having an optimized CRM implementation. It provides enhanced customer experience, increases productivity, and equips you with better insights into making your business deals and sales more profitable.

Let us guide you into making an efficient CRM implementation and use it to reap all the benefits.

Understand the CRM terms

Before getting to learn the nuances of using a CRM, it makes sense to understand the terms used. For additional understanding of CRM basics, continue to our CRM 101 series “What is CRM software designed to do“.


Refers to an individual account that contains the necessary contact information such as email address, name, and, at times, additional information like company name, residential address, age, and more.


A lead could be a contact or a potential customer who is interested in your product. It could be a Marketing Qualified Lead (MQL) or a Sales-Qualified Lead.


Deal refers to a possible seal or an action that profits your company.


This refers to the origin of your deal and could be anything from a referral, a marketing campaign, demos, webinars, website, ads, and more


Any operation or action taken by your sales team or the customer can be referred to as an activity

Deal Stage

Every deal passes through different phases and states until it is deemed to be done.


Deal stages are structured into pipelines that help your sales team to track opportunities and activities currently in progress.

How To Use A CRM

CRM Strategic planning - stakeholders view

CRM Strategic Planning -stakeholders wants and needs.

Here are some steps to get started with using your CRM.

Define Your CRM Strategy

Define the work processes that will be altered with the introduction of the CRM and set up a clear roadmap on how you intend to implement the CRM. Communicate the CRM plan with your team and make sure everyone is informed of the changes to be made.

Add Your Sales Team To The CRM

Your sales team will be the prominent end-users of a CRM system. So start adding them as users once the implementation is complete to speed up your sales processes. Prep your team with the necessary training and mind-set induction to get them to accept and use the CRM system once implemented readily. You also need to assign a dedicated superuser and the admin staff who will take care of the CRM maintenance, updates, and bug fixing operations.

Customize Your Settings

Configure your CRM to reflect your sales process effectively. Integrate your existing data and map out the various stages each lead is taken through.

Take time to observe your existing sales process and know the marketing and sales funnel processes. For instance, some sales teams will group contacts into leads, opportunities, and finally, customers depending on their progress in the sales funnel. Try to customize your CRM software to include the custom entities that correspond to your sales process. Start tracking the unique properties that you consider are important for understanding user behavior.

Import Your Existing Customer Data

Import the existing data stored in your legacy systems into your CRM system. Look into the methods that allow you to seamlessly import data stored in different formats like spreadsheets, CSV files, and old database records.

Integrate With Your Existing Tools

Integrate your existing marketing tools and campaign builders like landing pages and form builders to optimize your sales process and customer experience further. Doing so will help you get a 360-degree view of your customer data and get access to better insights. You can seamlessly exchange information from one tool to another and make the best out of every data collected.

Set Up Dashboards

A CRM dashboard provides a comprehensive look at your data and team productivity with a single glance. You can customize your CRM dashboard to focus on your priority components and use visual representations to get a clear understanding of various customer insights.

Learn to make full use of your dashboard as a control panel and customize it to fit your needs. Specify the stats you want to be shown on the primary dashboard page and shortcuts to important operations to enable easy access.

Make Use Of Reports

Reports are a useful way to get a comprehensive understanding of your progress and monitor your operational efficiency. While data is essential, not everyone can make sense of huge loads of data. Reports present information in a meaningful way.

Reports save your sales team from hours of analysis work, which can instead be spent focusing on actual sales activities. Configure your CRM to automate the report generation daily, weekly, monthly, or yearly as per your needs so you can easily track your progress and get hold of emerging trends. You can also set up events to trigger reports and alerts.

💡 Takeaways

Make use of the insights gained to enhance your customer experience and incorporate CRM into your marketing activities. Contact us today for a free demo.

How to Make Your Sales & Marketing Teams 💖 Your CRM

How to make your sales and marketing love your CRM

With Valentine’s Day quickly approaching, it’s time to think about your relationship… with your CRM. For most businesses, things can be a little rocky. Complex processes, inconsistent data, and busy sales and marketing teams can quickly relegate a CRM to the back burner.

All is not lost, however. You can rekindle the love between your sales and marketing teams and your CRM. Here’s how.

💘 Make it easier to access accurate data

Love for team workTrust is the foundation of any healthy relationship. Your sales and marketing teams want to believe that their CRM is giving them the right information on leads and customers, but if your platform has provided inaccurate, duplicated, and confusing data in the past, that trust will need to be rebuilt.

You can take time cleaning up the data in your CRM by deleting duplicates and ensuring that team members enter data in a consistent manner.

However, the best way to restore confidence in your CRM is to use a platform that automatically imports real-time data on every contact.

Here at GoCRM, our system integrates with hundreds of platforms and imports all relevant data into a central database. That means that with less effort your teams enjoy access to accurate, updated information they can rely on.

No more manual updates. No more juggling data spread across multiple apps. Your team won’t even have to write down the information gathered in their phone conversations. GoCRM’s cloud-based VOIP system will record and import phone calls, too.

Give your team the gift of an accurate CRM (that doesn’t require constant manual updates, no less!) and watch their love for their CRM blossom anew.

💘 Make it easier to use that data

In order to help your sales and marketing teams fall in love with your CRM, you’re going to need to speak their love languages: Analytics and Results.

Your marketing team uses information about how people respond to each campaign to determine which campaigns are most profitable and effective for each target audience. Your sales team uses data to tailor messages and strategies to each lead so they move smoothly through the sales funnel to a conversion.

If their CRM can make it easy to access and use that data, then they’re going to feel the love. How can you ensure that your CRM provides relevant marketing and sales analytics?

Find a CRM that automatically tracks data for every lead. The GoCRM platform is capable of analyzing everything from the origin of a lead to the actions they take with your business to the relative effect each interaction had on their decision to convert.

Using dynamic number insertion that assigns a different phone number to each marketing campaign, GoCRM can even track the origins of leads who call your business instead of contacting you online.

With real-time analytics at their fingertips, your sales and marketing teams can easily track all the important metrics that tell them

  • How each marketing campaign worked
  • How effective each sales interaction was
  • How each target audience responds best
  • How to get the most out of every marketing dollar
  • How to approach communications with each lead
  • How to close more sales
  • Which efforts had the biggest ROI
  • And more

💘 Demonstrate the CRM’s usefulness

Love for dataYour sales and marketing teams may not love the idea of a customer relationship management software, but they will love seeing what it can do for them.

Convince your teams to fall in love with your CRM by showing them how the CRM can transform their work.

With the right CRM, you can help your teams accomplish some of the following tasks:

  • Increase leads
  • Increase sales
  • Boost ROI
  • Shorten time to lead
  • Reduce time to conversion
  • Improve marketing efficiency
  • Save money and time
  • Streamline business processes
  • And More

Let your team start imagining what’s possible with an accurate, comprehensive, and intelligent CRM, and watch them fall in love.

💘 Reduce manual tasks with automation

Work smarter, not harder, with a CRM that uses automation to save your sales and marketing teams time and effort.

With GoCRM, you access automated workflows, email drip campaigns, data imports from hundreds of apps, phone call recordings, and more.

Use these automated features to connect with and nurture more leads with less effort. For example, create an automated on-boarding process for new clients or a workflow that targets cold leads.

Nurture leads by automatically providing resources, or trigger an automated email every time a lead submits an online form.

When your sales and marketing teams see your CRM putting as much effort into the relationship as they are, they’ll begin to appreciate everything the platform can do for them.

💘 Provide ample training

Training loveA team that doesn’t know how to use the CRM will never truly love their CRM. With busy schedules, your sales and marketing staff won’t want to take the time to figure out a confusing platform.

Make it easier for them to use your CRM with ample training (and an intuitive platform). That means you’ll want to choose a CRM that offers the following features for getting to know the platform:

  • Multiple training sessions
  • Integration with your current processes and best practices
  • Gradual introduction of relevant features
  • Ongoing support for questions and problems

Don’t forget to choose a CRM that offers a free demo and/or a free trial. Having the chance to take the CRM out on a few dates before committing can ensure that the platform you choose is the one for you.

💘 Provide incentives for using the CRM

If your sales and marketing teams aren’t ready to commit to your CRM quite yet, you may need to woo them with more than just the platform’s coolest features.

Offering incentives for using the CRM can be an easy way to encourage engagement with your platform until your teams can start seeing exactly how much of a difference the right CRM can make in their day-to-day work.

Choose an incentive that will truly motivate your teams. Try offering vacation days, bonuses, or a team meal for consistent use of the CRM.

Don’t forget: When your team experiences success and milestones thanks to the CRM, make sure to celebrate those achievements. Recognizing the impact your CRM is having can make your team excited about continuing the relationship.

💘 Choose the right CRM

Falling in love with a CRM means finding the platform that is right for you. Take a few CRMs out on a first date and only go deeper with the platforms that click during the demo or the first conversation.

Most importantly, look for a CRM that meets your business needs and can be customized to your business practices.

GoCRM might just be the match made in heaven you are looking for. By offering you and your sales and marketing teams the support they need to work smarter, not harder, GoCRM makes it easy to enhance lead management, from lead generation, lead nurturing, and lead conversions.

💡 Takeaways

If you are looking to reignite love for your CRM, then consider choosing GoCRM. Contact us today to get a free demo and start the process of helping your sales and marketing teams love your CRM again.

How a Mortgage CRM Saves You Money

Mortgage CRM saves time and money

When dealing with the complex, data-driven world of mortgage lending, you need more than just an average CRM. You need a tool that will allow you to automate, customize, centralize, and efficiently use all of your interactions with your leads and clients.

Don’t hesitate to adopt a robust mortgage CRM because of concerns about the cost. Using any CRM delivers an average of $8.71 for every $1 spent. Just imagine the ROI you could enjoy from a CRM customized just for you.

The right customer relationship management platform will prove itself to be an investment that pays for itself over time by both saving you money and earning you more clients over the long-term.

Mortgage CRM saves you time

Mortgage CRM saves timeYour mortgage CRM can save you and your team time, and time is money. What areas do you and your team spend the most time on throughout the day? Is it any of these?

  1. Data collection and management
  2. Cold calls and lead follow-ups
  3. Lead qualification
  4. Lead nurturing

A robust mortgage CRM will use automation to reduce the amount of time you spend on each of these tasks.

Data Collection and Management

No more manually entering customer information into a database or hunting for client data before making a phone call or writing an email. GoCRM seamlessly integrates with hundreds of platforms and imports all the relevant data from each one into a centralized database.

When you are ready to talk with a potential customer, you can view their entire journey at a single glance. You can even access information provided via phone, thanks to GoCRM’s ability record and import information via our cloud-based VOIP system.

Lead Follow-Ups

Nobody enjoys cold calling prospective customers or chasing down cold leads. Now, you can spend your time elsewhere while your mortgage CRM does the work for you.

Through automated lead engagement workflows, you can create email drip campaigns and set up series of emails, phone calls, and SMS messages directed toward specific target audiences, including cold call targets and cold leads.

Lead Qualification

Don’t spend time identifying your most promising leads. Let GoCRM do the work for you by setting up parameters for each type of lead. The system will automatically send promising leads to your sales team while following up with cold leads through automated workflows.

Lead Nurturing

Encourage leads down the sales funnel with automated workflows and communications. From simple out-of-office responses to more detailed drip campaigns, you can use GoCRM’s automation to nurture potential clients toward a mortgage deal.

  • Engage prospective clients
  • Respond to specific actions, such as form submissions and appointment requests
  • Provide resources to leads

Mortgage CRM captures all leads

Mortgage CRM captures all leadsAlmost half (46 percent) of borrowers never look at more than one lender before closing on their mortgage. Losing a lead means losing the sale, probably for good. Capture every possible lead with a mortgage CRM that tracks your leads for you.

For example, GoCRM ensures that no lead falls through the cracks through a series of steps designed to keep that lead engaged and connected with your sales team. Here is a look at how our mortgage CRM is customized to deliver a comprehensive lead management system for you:

  • Automated lead assignment connects every lead with a specific member of your sales team.
  • Automated task assignment places critical jobs on the correct team member’s calendar.
  • Automated notifications keep each task on the team member’s radar.
  • Automated workflows follow up with and engage leads until they are ready to speak personally with your sales team.
  • A centralized database provides comprehensive information for accurate and timely follow up with every lead.
  • SMS messages and emails sent from team members’ personal accounts ensure that a personal connection is possible as soon as a lead responds.

With every lead tracked and managed by your CRM, you avoid losing the money spent on capturing those leads. Instead, your investment delivers leads who are carefully shepherded along the sales funnel until they are ready to commit to a mortgage with you.

Mortgage CRM focuses your marketing

There is a reason that a CRM delivers increased leads and conversions about 80 percent of the time and why 60% of CRM users report improved numbers of qualified leads from their marketing: The right CRM helps you focus your marketing efforts on what really works.

Rather than spending money on marketing efforts that may or may not deliver leads and conversions, you can use the analytics provided by your mortgage CRM to identify the most effective marketing tactics for every target audience.

For example, dynamic number insertion by GoCRM assigns a unique phone number to each marketing effort. When leads call that number, GoCRM immediately connects them with the relevant marketing message so you can see which campaigns are delivering the most results.

Thanks to real-time access to data on the origin and journey of every lead, you can see which marketing efforts are driving leads, which are driving the most conversions, and focus your marketing dollars on those efforts.

Mortgage CRM earns more leads and conversions

Mortgage CRM earns leads and conversionsA CRM customized for the mortgage industry does more than prevent wasted marketing dollars. It also maximizes the impact of those dollars by delivering more leads and conversions for your mortgage business.

Consider the ways in which your mortgage CRM can improve your leads and conversions, thereby earning your business more money:

  • Delivering prompt replies that capture more leads.
  • Reducing lead to conversion times
  • Improving sales productivity (by as much as 14.5%)
  • Improving email open and click-through rates
  • Reducing lost leads
  • Providing insights that maximize marketing effectiveness
  • Personalizing communications

With every lead properly captured, engaged and nurtured through GoCRM’s robust mortgage capabilities, you can ensure that your business receives as many leads and closes on as many loans as possible.

Mortgage CRM improves productivity

Increasing the amount of work you can accomplish at one time saves you money and manpower. A customized mortgage CRM helps you work smarter, not harder, so you can save your marketing dollars while also getting more done.

By using automated processes, capturing every lead, focusing your marketing, delivering granular analytics, and earning more leads and conversions, GoCRM can help you do more without spending more.

💡 Takeaways

If you want to not only save money but also make more money by closing more loans, then you need GoCRM. Let us give you a free demo and show you what is possible through a customized mortgage CRM.


7 Ways to Automate Marketing for Pest Control

Pest control marketing automation

The pest control industry is thriving, as new home construction and warmer weather lead to increased demand for their services. By 2026, the industry could be worth over $28 billion.

Pest control, however, is also a crowded industry. In order to capture the attention of your target audiences and effectively move leads through the sales funnel, you have to stand out with prompt, customized communication and a firm sense of how you differ from the competition.

Marketing automation is the key to accomplishing these tasks. Through GoCRM, you can use automation to boost your marketing reach and success, without added responsibilities. Here is how to automate marketing for pest control.

Call Tracking

Homeowners facing a pest problem do not want to wait to talk to an exterminator. They will often choose phone calls over online communications to get their problem solved quickly, and, if they cannot reach you, will usually move on to your competitor.

That means you need a way to receive their phone calls promptly and keep track of the information you discuss over the phone. GoCRM’s call tracking capabilities can help.

We use a cloud-based VOIP system that automatically routes phone calls to your or your sales team’s personal devices. You can make or receive calls anytime, anywhere, even while on the road.

In addition, GoCRM automatically records each phone call and imports the relevant information into a centralized database.

By the time you get back to the office, all of your lead’s information will be accessible at a glance so you can accomplish the following:

  • Provide relevant follow-ups
  • Schedule pest control appointments
  • Recommend the correct services
  • Answer questions based on client inquiries and needs
  • Stay within client budget and preferences
  • Organize your daily pest control schedule based on client needs and location

In addition, routing phone calls to your team’s personal devices ensures that customers and leads immediately connect with a live person. No voicemails or answering services mean leads are more likely to trust you with their pest control needs.

Lead Engagement Workflows

Automated workflows pest controlOngoing nurturing of leads is a critical part of earning pest control business. Provide leads with the follow up they require with automated lead engagement workflows.

Simply build the workflow using the emails, SMS messages, phone calls, and timeframes that work for you. Create each workflow to activate based upon specific parameters.

For example, you might create one workflow to activate for leads who do not respond within 30 days, or to activate as soon as someone submits your online contact form.

Then, create the email templates and SMS messages once within the GoCRM system. After you activate the workflow, GoCRM will implement the process, send the messages, and schedule the phone calls according to the parameters you set.

These workflows make it easy to accomplish tasks such as the following while you are tending to other important matters:

  • Re-engage cold leads
  • Auto respond to incoming leads (e.g. Submit a contact form or appointment request)
  • Confirm online appointments
  • Provide industry information (e.g. Types of pests or pest control options) to engage leads
  • Follow up after an appointment to ensure problem resolution
  • Follow up with clients for references or additional services
  • Onboard new clients (e.g. “What to expect during our visit” or similar)

Automated Lead Assignment

Meet your leads’ need for immediate and personal communication, and ensure that no lead is ever overlooked, with automated lead assignment through GoCRM.

GoCRM will automatically assign leads based on the parameters you set. For example, you can assign leads based on criteria such as the geographic location of the customer or the specific pest problem they have, or you can simply assign leads in a round-robin style.

After assigning the lead, GoCRM will perform the following tasks to ensure that the lead receives appropriate, and personal, follow-up from this assigned team member:

  • Notify the team member of their new lead
  • Integrate the fteam member into the appropriate workflows so that workflow communications come from them.
  • Schedule phone calls and meetings on the assigned individual’s calendar
  • Send emails from their personal email account
  • Send SMS messages from their personal phone number
  • Send task reminders to the assigned staff member

With automated lead assignment combined with automated workflows, you can easily track leads and follow up with them, leading to personalized and prompt attention that will reassure anxious, pest-stricken homeowners.

Email Marketing

Email marketing for pest controlWith almost 4 billion people using email, it is no surprise that email marketing has one of the highest ROIs of any digital marketing endeavor.

Sending emails can be time-consuming, however. That is why you need to create and implement email marketing campaigns within GoCRM’s automated system.

Use GoCRM’s automated workflows to create pest control email drip campaigns. Each email campaign only requires you to create the email templates and the parameters for the campaign once.

Then, GoCRM automatically implements the drip campaign for your pest control business, earning you leads and customers with less time and effort.

You can also set emails to trigger based on specific actions (e.g. Send a confirmation email when a client schedules an appointment online, or schedule reminder emails before a pest control visit).

With automated emails that include the recipient’s name, you can automatically send personalized emails to achieve tasks such as the following:

  • Communicate with your target audience regarding relevant news (e.g. Pest outbreaks in their area, new organic pest control options)
  • Encourage potential customers to schedule a pest control appointment
  • Alert leads to resources and information (e.g. 10 tips for spotting termites)
  • Re-engage cold leads with information on seasonal deals, quarterly pest control plans, etc.
  • Respond to website form submissions and other communications
  • Onboard new customers
  • Follow up with clients after pest control application

Personalized Marketing Communications

Encountering a pest problem can feel like a very personal issue, and consumers want to hire someone to help with whom they feel they have a warm and personal relationship.

Communicate those qualities by automatically personalizing your communications through GoCRM.

GoCRM will use the lead’s name as listed in the database to personalize every email and SMS message.

In addition, each email and SMS message will come from your assigned team member’s personal account or phone number.

As a result, the lead or client can respond and reach a real person immediately, and your team member can seamlessly take over personal communications once a lead engages with your business.

Add in the detailed information available at a glance in GoCRM’s centralized database, and your sales teams can seamlessly create personal and caring interactions that build trust and earn business for your pest control company.

Automated Data Entry

A CRM is only as effective as the information it contains. If your team has to manually enter information, access to data may be delayed, or important details be lost, as busy sales staff often lack the time to make these manual updates.

Instead, use automated data entry through GoCRM to enjoy real-time access to the most up-to-date information on every lead and client.

As a result, you and your team can see a lead’s entire journey in one easily-accessed location.

Access to that kind of comprehensive information can make it simple to customize interactions to every lead, creating tailored marketing and sales approaches that earn you business.

Analytics Tracking

Marketing analytics for pest controlIn order to choose the most effective marketing and sales strategies, you need access to real-time analytics.

GoCRM provides granular insights into every marketing campaign you undertake. For example, by using dynamic number insertion, GoCRM can create a unique phone number for every marketing effort (e.g. Google or Facebook Ads, neighborhood flyers or a billboard would each have a different number).

When a potential client calls to inquire about a pest control solution you offer, GoCRM can identify which number they called and, therefore, which marketing effort drove them to engage with your business.

In addition, GoCRM can track a lead’s activity across your website and with your company, including actions such as scheduling appointments, submitting contact forms, signing up for emails, and more.

Use this information to identify the marketing efforts that are most effective, tailor your interactions to specific leads, and create powerful sales and marketing strategies that boost your ROI.

💡 Takeaways

Automating marketing for pest control is easy with GoCRM. From call tracking to automated workflows, email campaigns to analytics, GoCRM can help you work smarter, not harder.

Schedule a free demo to learn more about how our CRM can help you to earn more leads and boost your ROI for your pest control business with less time and effort on your part.


How Automation Improves Customer Service Response Time

How Automation Improves Customer Service Response Time

Customer satisfaction relies on prompt communication from businesses. Surprisingly, however, expectation often fails to meet reality when it comes to business’ ability to reply to customers within their expected timeframe.

According to one study of 3,200 consumers, 88 percent expected a response from brands within one hour. The average response time from businesses? More than 12 hours. Up to 62 percent of businesses never reply to customers at all.

Failure to promptly provide customer service has serious repercussions for businesses. You might think your company is managing customer communications just fine, but consider these facts:

  • Customers do more business with brands that respond quickly to them.
  • Customers are likely to abandon businesses that do not get back to them.
  • Leads often go cold within one hour.
  • Fast response time is the most important attribute contributing to customer satisfaction.
  • Rapid replies make customers feel important.

If getting back to your customers in a timely manner is important, then implementing tools that make that process easier is equally important.

Do not rely on time-intensive manual processes that make it easy to overlook customer communications or that slow down the response process.

Instead, implement automations that improve customer response time, improve brand perception, and maximize your revenue. Here is a look at some of the most important ways automation can improve the customer experience.

Improve first response time (FRT)

First response time, or FRT, refers to the amount of time it takes your company to send an initial reply to a consumer. Your company’s average FRT is the amount of time it took you to reply to customer queries within a certain time frame (e.g. A week) divided by the number of queries you received.

The lower your FRT, the better your customer experience is and the more likely you are to earn a lead’s business. Often, you have one hour or less (About a third of consumers expect a reply within 15 minutes), before your lead goes cold.

Your customer service team may not be able to reply that quickly to every inquiry, but GoCRM can. Set up automated email templates or SMS messages to be sent when consumers complete a certain action (e.g. Fill out an online contact form).

Anytime a consumer takes that action, your CRM will immediately send the pre-written message. Automation reduces response time from hours to seconds or minutes.

You can even tell GoCRM when to send the message: Right away or after a few minutes to make the communication feel more natural.

Your first response to a customer is important because it sets expectations for all future interactions with them. Consider including some of these messages in your responses:

  • Timeframe for a follow-up response
  • Your business hours
  • Access to relevant resources
  • A thank you for contacting you
  • Self-service options, such as directing the customer to an FAQ page or manual

Improve first call resolution rate (FCRR)

Your first call resolution rate (FCRR) is the percentage of customer inquiries you resolve the first time the customer contacts you.

With 34 percent of consumers considering a rapid resolution as the most important element of customer satisfaction (CSAT), maximizing your FCRR is critically important.

Use automation to reduce the time it takes to resolve customer problems. In particular, use the automation available in GoCRM to promptly gather and communicate all relevant data on a consumer before you interact with them.

For example, GoCRM integrates with hundreds of platforms, importing relevant data and storing it in a central database. With a single glance, your sales, marketing, and customer satisfaction teams can see a lead’s or customer’s entire journey with your business.

With relevant information at their fingertips, your automation can qualify the agent experience, allowing them to dispense with time-consuming data collection and focus instead on resolving the customer’s problem, leading to faster FCRR and happier consumers.

Create time-based, auto-generated responses

Automation through GoCRM can do more than generate automated first responses to customer inquiries. You can use pre-set workflows to deliver auto-generated responses for any number of customer actions.

All you have to do is build the workflow to your specifications and business practices, including emails, text messages, phone calls, and time intervals between communications. GoCRM will then automatically implement that workflow based on the parameters you set.

For example, set workflows to trigger based upon actions such as the following:

Prompt follow-up through automated workflows delivers important information to customers quickly. Because GoCRM delivers these messages from the assigned team member’s personal phone number or email account, a customer’s response reaches them immediately and allows them to seamlessly take over communication.

Time-based, auto-generated responses make it easy to quickly and accurately respond to consumers, improving your customer response time and success.

Track customer service responses

When you have to handle hundreds or thousands of customer inquiries every day or every week, it can be easy to lose track of some of those inquiries.

Lost inquiries naturally receive much slower responses, and those customers may never hear from your customer satisfaction team at all.

You can eliminate this problem by using GoCRM’s automation to help assign, manage, and track your team’s customer service responses.

For example, GoCRM can automatically assign a lead to a sales team member or a customer service representative. Anytime the lead or customer requires attention, the system can automatically send messages in that team member’s name, schedule phone calls and meetings, and follow up with notifications and reminders to the team member.

With the assistance of GoCRM’s automation, your customer service team will have an easier time keeping track of the customers they are in charge of and staying on top of the responses that are required.

Stop choosing speed over accuracy

You can improve customer response time without adopting automation, but chances are you will end up prioritizing speed over accuracy.

For example, a team member trying to write an email manually may forget important elements of the message (e.g. Sending someone to an FAQ page) in their hurry to get the message out. They may use a message template that does not apply to the customer’s unique situation, or they may send a message before they gather all the relevant data.

In these cases, the response may be worse than silence, if the message is inaccurate or incomplete.

With automation, you enjoy both accuracy and speed. GoCRM provides all the relevant data in one location, delivers personalized messages crafted for the customer’s specific inquiry, and connects customers to a real person on your team who is only a single message away.

As a result, you can deliver prompt and valuable communications to customers that improves their experience with your business, all while using less of your team’s valuable time.

Track essential KPIs

Finally, automation can improve the customer service experience by helping your business track KPIs that show how well your customer service team is performing.

For example, use GoCRM’s in-depth analytics to not only identify where customers come from and what their journey is, but how that journey is influenced by their interactions with your business.

When you can track FRT, FCRR, customer journeys, points of origin, and more, you gain a complete picture of your customer’s desires, interests, pain points, and interactions. You can then use that information to identify areas of friction, resolve issues in your team, and improve your customers’ overall experience with your brand.

💡 Takeaways

Automation can be invaluable to your customer response times. Reduce those times with a CRM that is designed to deliver information, automation, and personalization that keeps your customers and your team members happy. Contact us today for a free demo to learn more about how we can assist with your marketing, sales, and customer service needs.

Advanced Marketing Attribution: What It Is and How to Get Started

Advanced marketing attribution

Effective marketing strategies result in tangible, measurable behavior from target audiences. Identifying and using these strategies can improve your ROI, but doing so isn’t always straightforward when using multiple channels to market your business or brand.

When someone fills out an online form or calls your business, you need to know why they made that decision. Was it your Facebook ads or your Google Ads? Your latest email offer or your flyer?

Enter advanced marketing attribution (AMA). Using detailed analytics, this type of marketing attribution can pinpoint which marketing efforts resulted in conversions. But what is marketing attribution? And how can you get started? Read on to learn more.

What Is Advanced Marketing Attribution?

Marketing attribution is the process of associating specific marketing efforts, called touchpoints, with specific customer behavior.

For example, if you track how many people opened and responded to an email, you are engaged in a straightforward form of marketing attribution called single-touch attribution.

Advanced marketing attribution takes this process further. Sometimes referred to as multi-touch attribution, this process evaluates and compares the impact of multiple touchpoints.

You may even be able to determine which touchpoint played the most considerable role in encouraging consumer action. For example, if an individual sees both your Google Ads and your flyer, you can use AMA to determine which of the two ultimately convinced them to act.

What Are The Benefits Of Advanced Marketing Attribution?

Taking your marketing attribution to the next level presents two main benefits for your business, these are:

Optimized Marketing Strategies

AMA allows you to evaluate each touchpoint’s relative effectiveness and focus only on the most productive ones.

It also shows you essential granular information, such as which touchpoints:

  • Combination works best
  • Delivered the most conversions
  • Resulted in the most significant profits
  • Work best for each target audience
  • Work best at specific stages in the sales funnel

Because you can use AMA to determine the most effective approach when targeting specific audiences, funnel stages, and more, you can personalize your approach for individual leads to maximize your chances of eliciting action from them.

Optimized ROI

Personalized, targeted marketing efforts allow you to maximize the results of your marketing budget and tactics by focusing on those that are proven to deliver the best results for your business.

By spending less money to achieve more sales, you can achieve a more significant ROI, thanks to the AMA that tells you which marketing tactics are driving consumer actions.

The Tools Of Advanced Marketing Attribution

Advanced marketing attribution relies upon many sophisticated tools and strategies that deliver the in-depth analytics necessary to view a consumer’s journey to conversion and pinpoint the critical influencing factors along the way. Next we’ll discuss its two main tools.

Data Collection

AMA focuses first on collecting data regarding every lead who engages with your business. In particular, this approach identifies the touchpoints that drove consumer actions.

Take dynamic number insertion, for example. This strategy involves creating a unique phone number for each of your touchpoints. For example, your Google Ads and your email offer landing page would each have a separate phone number that forwards to your business.

If you can see which phone number each lead called, you can see which touchpoint convinced them to act. Collecting this data from every lead allows you to see whether your Google Ads or your email offer were most effective in generating leads.

Dynamic number insertion is only one tool that allows you to evaluate the driving force behind only one type of customer action: Phone calls.

You need data on what is the driving force behind leads who contact you in other ways. Such as via your website or by walking into your store, for example.

Besides, you need to know how a lead behaves after contacting you and whether specific target audiences differ in the type of marketing efforts that prove most useful.

AMA uses a variety of tools to help you capture a comprehensive picture of your marketing effectiveness and collect information such as the following;

  • Lead origination across all forms of contact (Phone calls, emails, online forms, foot traffic)
  • Impact of both online and offline marketing efforts
  • Lead action after brand engagement

Data Analysis

AMA also enables you to analyze all of this data to gain actionable insights into your marketing efforts. Use it to accomplish the following:

  • Evaluate the impacts of marketing on leads at every stage of the sales funnel
  • Track each lead’s entire journey through the sales funnel
  • Break down lead response to your marketing efforts based on demographics (e.g., age, location, income level)
  • Analyze all data to determine the most effective marketing strategies

You can even use AMA to evaluate the best way to approach leads based on their demographics, thereby personalizing your response and maximizing your chances of winning a conversion.

How to Get Started

The only way to obtain all of this data and analyze it effectively is through a platform that can deploy advanced marketing attribution, centralize the data, and evaluate the analytics.

There are many platforms available for implementing AMA, but it’s best to combine the benefits of CRM with the advantages of AMA. For that, you need GoCRM.

Our platform makes it simple to collect and analyze the information you need to pinpoint the touchpoints that generate specific consumer engagement with your brand.

Here are just some of the features that make AMA easier for you:

  • Dynamic number insertion and call tracking
  • Automated tasks and workflows
  • Centralized data storage
  • Integration with hundreds of platforms
  • Automatic data importing from each platform
  • Detailed analytics
  • Lead origination tracking

If you want to get started with advanced marketing attribution, reach out to us today. We can provide you with a free demo of GoCRM and the tools it offers you to help you understand and act upon the driving forces behind consumer behavior.

7 Marketing Automation Use Cases for Insurance Agents

Marketing automation for insurance

Financial services are both personalized and data-driven, this is especially true in the insurance sector. Using in-depth information about consumers, insurance agents can create highly customized tactics to generate, engage, and convert leads.

Collecting, analyzing, and using all this data can be a time-consuming process. If you want to get more done and land more sales without spending every minute in the office, you need marketing automation for insurance.

The right automations can help you accomplish essential tasks in acquiring, qualifying, engaging, nurturing, and converting leads. Here are seven ways you can use your CRM to automate marketing for insurance agents.

Call Tracking

Call tracking for insurance agentsThe insurance industry relies on trust between consumers and insurance agents. Add in the often complex features of insurance, and direct connections via phone calls become critically important.

You can build trust and guide consumers through their insurance decisions over the phone without losing the valuable data obtained through these conversations if you use a CRM with call tracking, like GoCRM.

Through call tracking, GoCRM uses a cloud-based VOIP system to automatically record your phone calls and import valuable information from those phone calls into your central database.

In addition, GoCRM maintains the personal and trustworthy nature of phone communication by allowing your team members to make and receive calls on their personal devices. Consumers can call any number you provide and reach the individual agent who they know, trust, and want to speak with.

In addition, you can create automated workflows through GoCRM that include scheduled phone calls. For example, have the system schedule phone calls to discuss insurance options when leads submit a form online and send a reminder so no opportunity to connect with leads is lost.

Lead Engagement Workflow Automation

Lead engagement workflowsOnce you earn a lead, you need to nurture them in order to earn their trust and their business. Engage more leads with less time with automated workflows through GoCRM.

Customize these workflows to your company’s best practices and processes in order to accomplish tasks such as the following:

  • Engage with insurance inquiries who have stopped responding
  • Alert leads to new insurance products
  • Follow-up with new insurance applications and inquiries from your online sources (i.e. Website, social media, etc.)
  • Onboard new clients (i.e. Send welcome letters to applicants whose mortgages are approved, send information about mortgages, etc.).

Create a workflow for each task, create your email and text message templates, and then let the system do the rest. GoCRM will send the emails and SMS messages and schedule the phone calls and meetings as required by the workflow.

With GoCRM doing much of the lead engagement for you, you can follow up with more leads, track every interaction with your business, and land more clients, all without adding to your already busy schedule.

Automated Lead Assignment

Insurance lead assignmentThe personal nature of insurance requires you and your insurance agents to build strong relationships with potential clients. Make sure that each lead is personally connected to a member of your team with automated lead assignment.

Use GoCRM to assign each lead to one of your insurance agents, either based on certain criteria (e.g. Location or insurance type) or in a round-robin style.

After assignment, GoCRM will automatically schedule phone calls and meetings between the lead and the assigned agent, send emails and text messages on their behalf, and send notifications to the insurance agent regarding these activities.

Use this automation feature to easily view your entire team’s workload, evenly distribute tasks, connect every lead personally with an agent, and, in combination with automated workflows, ensure consistent and appropriate follow up with every lead.

Email Marketing Campaigns

Email marketing for insuranceEmail marketing is a profitable endeavor with an average revenue of $38 for every $1 spent. It is also a powerful tool for following up with and staying connected to leads.

Put email to good use in your interactions with leads and save yourself time with automated email marketing campaigns that achieve the following:

  • Inform your target audience about new insurance products, favorable rate changes, reasons to purchase insurance, and educational information that can earn you new leads
  • Remind current clients to review their insurance needs
  • Re-engage cold leads with information about ways to save on their desired insurance, insurance products that appeal to them, etc.
  • Respond to form submissions in order to schedule meetings or provide requested information
  • Onboard new customers
  • Send out paperwork

In order to set up automated emails through GoCRM, you simply create an email template within the system and add it to the appropriate workflows. GoCRM will then send the email based upon the workflows and parameters you set.

Personalized Marketing Communications

Personalized marketingPeople need to trust you before giving you the details required to purchase insurance. Create that trust by personalizing your communications with them.

Through GoCRM, you can easily add personalization to every interaction with your clients. For example, the system will add the name of the lead to your automated emails using the information available in its database.

In addition, GoCRM will send emails and SMS messages, as well as allow for phone calls, from the personal accounts of your insurance agents.

For example, when GoCRM sends an automated text message, that message comes from the assigned agent’s personal phone number. When the lead replies to the text, the agent receives the message on their personal device and can seamlessly take over the conversation.

GoCRM also allows for personalized interactions by making all of the data on the lead available in one centralized database. With the lead’s entire journey available at a single glance, you and your agents can offer the personalized guidance the lead expects and deserves.

With attentive and customized interactions, your leads will enjoy an enhanced customer experience that is more likely to win their trust, and their business, for your insurance agency.

Automated Data Entry

Data entryOne of the biggest obstacles to effective CRM use is maintaining up-to-date information on leads and customers.

GoCRM eliminates that problem with automated data entry so your busy insurance agents do not have to spend hours manually inputting information.

The GoCRM platform integrates with numerous platforms, gathering all the relevant data from them and storing it in a centralized database for easy access.

Every time a lead visits your website, clicks on a link, fills out a form, receives a text message or email, or connects with you via phone, GoCRM is collecting that information in the database.

The result is a comprehensive look at the lead’s journey. Use that information to promptly follow up with, engage, and convert leads with personalized and timely communications.

Marketing Attribution

Marketing attributionIn order to maintain effective sales and marketing strategies, you have to know how they are working. You need access to marketing attribution.

GoCRM provides that access with attribution tracking. For example, part of its attribution tracking capabilities include dynamic number insertion. This strategy assigns a unique number to each of your marketing campaigns.

When people call that number, the system can track which campaign generated the lead. The GoCRM system can even follow that lead’s journey to see which marketing campaigns generate the most leads and the most conversions.

In addition, GoCRM can track the origin of leads who take other actions, such as filling out forms or browsing your website. With detailed information on where your leads are coming from, and what they are doing, you can identify the strengths and weaknesses in your marketing campaigns and adjust your efforts accordingly.


GoCRM is designed to help you save time and sell more by accomplishing important lead generation and nurturing tasks automatically. Schedule a free demo today to learn more about how automation can help you create more personalized, effective, and efficient techniques for your insurance agency.