Understanding Contacts in Agile CRM What Are Contacts? When I first started using Agile CRM, I was a bit confused about what exactly a contact was. In Agile CRM, a contact is essentially any person or entity with whom you’re doing business. This could be a customer, a lead, or even a partner. It’s crucial […]
Understanding The Basics What is Twilio? So, let’s kick this off with the basics—Twilio! It’s this awesome cloud service that allows you to make and receive phone calls, send and receive text messages, and more, all through your API. Essentially, it’s a game-changer for businesses wanting to enhance their customer communication. Twilio makes it super
1. Know Your Audience Understanding Your Recipients One of the first steps in crafting a successful automation email is to really get to know your audience. You might be asking, “Why should I spend time on this?” Well, I’ve learned that when you understand who you’re talking to, your message becomes more relevant and engaging.
Understanding Email Sequences What is an Email Sequence? When I first dove into the world of CRM systems, understanding email sequences was a bit overwhelming. Simply put, an email sequence is a series of emails that are automatically sent to your contacts based on a specific timeline or user interaction. Imagine you’re nurturing a lead;
Understanding the Cancellation Policy What is Agile CRM’s Cancellation Policy? Before diving headfirst into cancellation, it’s super important to understand the cancellation policy of Agile CRM. Having dealt with many subscription models in my journey, I can tell you that these policies vary greatly. Agile CRM typically allows users to cancel their subscriptions at any