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IPD CRM

Recorded at our most recent Implementation Power Days boot camp, watch as Damon walks you through the call flow process including: how to make outbound calls using your profit dial phone number, how to engage with text messages and view those conversations right in your CRM.

Damon even walks you through a keyword text campaign including: creating a webform and landing page and shows you how to incorporate it into your text message. It’s Amazing, and a must watch!

Time Description
0:30 Tag/Filter Contacts
2:37 Trigger actions for Contacts
3:40 Overview Profit Dial #s
4:16 Information Hotline #
7:32 Business Line
8:30 Overview 3 Steps to configure business line number
11:43 Call Flow Process (step 2 on configure profit dial #)
24:22 Q & A from audience regarding call flows
28:19 Class calls in for live demonstration and triggers Ringless VM
35:00 Resource to buy additional novelty phone #s
36:53 Profit Dial Inbox
38:00 More Info buttons to trigger actions
39:00 View Text Conversation
39:14 Notifications tab
44:55 View contacts activity
47:00 Keyword overview
50:50 How to build Web-forms
57:34 How to build Landing page
58:34 Build workflow for Keyword “cash”
1:00:23 Keywords
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5 Responses to IPD CRM

  1. Terance Flemings says:

    Do i have free access to this dreams system in my $59 mo.

    • Jesie Rosseland says:

      You could have access to the DREAMS Lite System at the $59/month level as long as you are upgraded to VA Service. Check out the following lesson on the Gold Club, #0a Dreams lite dash overview, then give us a call at the office if you decide you want to upgrade.

  2. SharonZ Zevenbergen says:

    Is there an opportunity for a video-demo of DREAMS? OR, a written break-down of features and capabilities?
    Blessings*SharonZ WA GC*Member

  3. Hani Ghali says:

    that is amazing system. I’m wondering if it is included in the gold club elite membership?

  4. Michael Lamothe says:

    I am going to have to watch this a bunch of times, so much great content here and there is so many powerful things you can do with this software!!!

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