SiteLink’s CRM 2.0 moduleUMC Step 1

New CRM (Customer Relationship Management) features include:

A new Inquiries and Reservation screen in the Client:

  1. Four easy steps (Customer, Unit & Discount, Schedule and Letters) organize information and help to navigate the reservation process.
  2. We added search fields for inquiries and leads.
  3. Managers can apply concession plans and enter credit card information during the reservation process.
  4. Users record notes complete with time/date stamps during the reservation process. Notes stay with tenants during move-ins.
  5. We added the “Move-In” button to the reservations screen.

New functions on the Reminders, Setup and Navigator menus:

  1. We added CRM settings to the Setup Checklist. Users add and modify trigger events for the CRM campaign schedule including email drip campaigns.
  2. CRM campaigns and tasks appear on the Reminders menu and on the Customer Relationship Management (CRM) button.
  3. View scheduled CRM events via the CRM button on the Navigator or main SiteLink menu.
  4. Import lists of leads into SiteLink Web Edition.
  5. We added a new word processor, the HTML form editor, to create more attractive forms available for(e)mailing wait-listed, current and past tenants.
  6. Use new tools to convert your existing RTF forms to HTML documents.

A new Customer Operations section in the Corporate Control Center:

  1. The inquiries and Reservations menu in the Corporate Control Center now offers the same features listed above for the new Inquiries and Reservations menu in the SiteLink Client.
  2. Select a store by searching through all facilities listed in the Corporate Control Center by division, location and postal code.
  3. Find existing prospects from any location with added search fields.
  4. Enter reservations or move-ins for any store.
  5. Convert reservations to move-ins for any store.
  6. Schedule and manage follow-up calls and appointments for any location.
  7. Schedule follow-up tasks and post bulletins for stores after entering reservations or move-ins.

Watch SiteLink’s new CRM 2.0 module training videos: click here

Some new common terms associated with the SiteLink CRM 2.0 module are explained below:

*Please note, SiteLink does not support the editing of raw HTML code.

Questions? Contact SiteLink support:

Phone – 919.865.0789 x2

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