Day 39: Integrating Telephony and SMS - Josh’s CRM Revolution in Solar Sales
Jun 18, 2024 ·
5m 57s
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Description
Today’s focus is on continuing the setup of telephony and SMS automation within the CRM system to streamline customer communication. Josh discusses the challenges of integrating voice calls and SMS...
show more
Today’s focus is on continuing the setup of telephony and SMS automation within the CRM system to streamline customer communication.
Josh discusses the challenges of integrating voice calls and SMS from a single number, ultimately opting for Aircall and SMS Magic to achieve this functionality. He highlights the importance of refining backend CRM operations to handle customer progression efficiently, aiming to automate as many processes as possible.
Additionally, Josh plans to create engaging content for Spark Edge, expand his audience on social media, and begin the recruitment process for new door knockers. He shares insights on training his operations and digital marketing person, Jerry, which not only enhances the business’s efficiency but also prepares for future growth and consulting opportunities.
Join Josh as he navigates the intricacies of building robust systems, managing team dynamics, and preparing for the next stages of his solar business journey. Stay tuned for updates on his progress and insights into the evolving landscape of solar entrepreneurship.
show less
Josh discusses the challenges of integrating voice calls and SMS from a single number, ultimately opting for Aircall and SMS Magic to achieve this functionality. He highlights the importance of refining backend CRM operations to handle customer progression efficiently, aiming to automate as many processes as possible.
Additionally, Josh plans to create engaging content for Spark Edge, expand his audience on social media, and begin the recruitment process for new door knockers. He shares insights on training his operations and digital marketing person, Jerry, which not only enhances the business’s efficiency but also prepares for future growth and consulting opportunities.
Join Josh as he navigates the intricacies of building robust systems, managing team dynamics, and preparing for the next stages of his solar business journey. Stay tuned for updates on his progress and insights into the evolving landscape of solar entrepreneurship.
Information
| Author | Josh Mackay |
| Website | - |
| Tags |
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