For context, I was looking at CRMs for clients and thought I’d found the best CRM for my needs in a flashy, expensive CRM that did everything including walking your dog and making your breakfast. It wasn’t until I’d dived into the software that I found it didn’t fit my style and visibility needs. Too many clicks around to find information. To make a long story shorter, I ended up trialling OnePageCRM, even though I found the design slightly dated (mainly the colours and bold heading fonts #picky). Once I signed up, I actually found it versatile, clear and simple yet customisable. I’m still using it today for my sales pipeline!
As per most software programs, I got an outreach email from the founder. These can sometimes come from the area manager or the head of customer support and they’re either slightly pushy (join a webinar this week) or slightly deceptive (I”m personally reaching out to you…when it’s clearly automated) or just easy to delete. The one I received from Michael at OnePageCRM was the best I’ve received and I’ll explain why after:
Hi Rich,
Michael here, the CEO of OnePageCRM.
Even though I lead the company, I’m a natural “product person” and the user experience you get from our app means a lot to me.
Our users love OnePage and the focus it brings to sales, but if there’s anything that’s bugging you, even the smallest of issues that could be done better, I want to hear about it – so hit the reply button.
And ok, this is an automated email, but if you reply it comes directly to me and will be answered by me.
Build It In this stage we develop the core of your online platform: A professional website for your mortgage broking business A professional profile on relevant social networks Core outlets for spreading engaging content Optional customised CRM to suit your business Optional email help desk to boost customer satisfaction Boost It In this stage we …
Further details of question I’d like to setup a website on WordPress but am unsure how to do it myself. The website will have multiple quizzes and members will have to pay to access these, there will be a new one added 3/4 times a year. Members will be able to sign up for a …
Additional details of question I’m looking to update the design of my Weebly website so that it looks nice for mobile viewing. Should I buy a custom Weebly theme or update one of the existing Weebly themes? Answer A problem that we hear about with Weebly websites is that people aren’t confident to update the …
It does sound like using a marketplace would work the best for what youâre looking to do. If youâd said that you just wanted somewhere for beekeepers to exchange information then you could have looked at using the free Mighty Networks group or setting up a Facebook group. As youâre looking to create a place where …
The near-perfect onboarding outreach email
For context, I was looking at CRMs for clients and thought I’d found the best CRM for my needs in a flashy, expensive CRM that did everything including walking your dog and making your breakfast. It wasn’t until I’d dived into the software that I found it didn’t fit my style and visibility needs. Too many clicks around to find information. To make a long story shorter, I ended up trialling OnePageCRM, even though I found the design slightly dated (mainly the colours and bold heading fonts #picky). Once I signed up, I actually found it versatile, clear and simple yet customisable. I’m still using it today for my sales pipeline!
As per most software programs, I got an outreach email from the founder. These can sometimes come from the area manager or the head of customer support and they’re either slightly pushy (join a webinar this week) or slightly deceptive (I”m personally reaching out to you…when it’s clearly automated) or just easy to delete. The one I received from Michael at OnePageCRM was the best I’ve received and I’ll explain why after:
Reasons why I love this email
Final thoughts…add personality, set a clear tone and make the benefits obvious.
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Services for Mortgage Brokers
Build It In this stage we develop the core of your online platform: A professional website for your mortgage broking business A professional profile on relevant social networks Core outlets for spreading engaging content Optional customised CRM to suit your business Optional email help desk to boost customer satisfaction Boost It In this stage we …
How do I create a membership-based website with online quiz content?
Further details of question I’d like to setup a website on WordPress but am unsure how to do it myself. The website will have multiple quizzes and members will have to pay to access these, there will be a new one added 3/4 times a year. Members will be able to sign up for a …
How do I customise my Weebly theme?
Additional details of question I’m looking to update the design of my Weebly website so that it looks nice for mobile viewing. Should I buy a custom Weebly theme or update one of the existing Weebly themes? Answer A problem that we hear about with Weebly websites is that people aren’t confident to update the …
As a beekeeperâŠwould you use an online marketplace âfor beekeepersâ to buy/sell products, exchange information with other beekeepers?
It does sound like using a marketplace would work the best for what youâre looking to do. If youâd said that you just wanted somewhere for beekeepers to exchange information then you could have looked at using the free Mighty Networks group or setting up a Facebook group. As youâre looking to create a place where …