Here's a quick overview of features that are provided by the Profit Platform CRM.
Video transcript (click here to expand)
[00:00:00] So let's take a look at the Profit Platform CRM, and we'll do an overview and a quick tour of that here in this video. And so “CRM” does stand for customer relationship manager. And so it's a system that allows you to manage your contacts and your email sequences that you want to send to your list. So let's go ahead and get started.
[00:00:22] Now, first off, where you need to go in order to sign in to your Profit Platform. CRM is this URL here, crm.profitplatform.com. When you get there, you'll see this form and you can just sign in with your username and password that you were assigned when you set up this account. And so once you enter those, just hit the “sign in” button here. Now it's going to always do this, two factor authentication is set up on this system. And so you'll always need to click this “send security code” button in order to get a code that will allow you to sign in to your account. So you need to go to your email inbox and get that code.
[00:01:02] So once you get that email from the system, you can just copy the code that's there and paste it in here, and then click confirm code.
[00:01:13] Once you're signed in, you're going to see a dashboard that looks like this. Now, initially these will all be zero because you don't have any contacts, so nobody would have sent you any conversations, but these are just some quick stats that you can see on your dashboard here about your account.
[00:01:25] So let's just go through the menu over here. And so what you will be able to see are any conversations that you have with your contacts. So the contacts are here and then the conversations will show here. So if I come over here, I can see that I've had some emails that have been sent between me and this contact here, which is also me. And then I can actually respond to, or send a new email right here in this conversation. So that's one way that I'm able to see the conversations. There's actually another way to do that we'll get to in a minute.
[00:01:59] Now over here. are your contacts. And so this is just a list of everyone who's a contact. And so in this case, I have a number of contacts that are shown here. And then if I click into any one of the records, it is going to show this similar view to the other one. In this view, it shows all the contact information on this side over here where I'm scrolling. And then it shows the conversation here in the middle, and then it has some other things that you can look at over here as well. You can even add a note to the contact if you want to, so you could just click here and add a note if there was something you wanted to remember about that particular contact.
[00:02:36] Now another place that you'll definitely spend some time is over here in the Automation section, and that's where you'll be able to build a workflow. When you first come into your CRM account here, you are not going to have any workflows here. You'll have to just start from scratch to create a new workflow. And that's true unless you are a member of our Simple Money Machine program, in which case we will have already set up one workflow for you. But in our other programs, then this will be blank and it will be up to you to create the workflows. And we'll get into the actual creation of the workflows and how they work in a later video.
[00:03:15] And so as you can see, there's some additional menu entries over here on this menu, but right now many of them are not enabled because they are not necessary for the kinds of things that you're going to be doing with the CRM using your Profit Platform site. And you can always reach out to our technical support team to enable a feature if you feel like there is a reason that you would want to use it. And in that case they will discuss that with you and then set it up for you to be able to access that feature if needed. But those are the main areas of the CRM that you will be in. So the conversations, the contacts and the automations.
[00:03:52] And that is a quick overview and tour of your Profit Platform CRM account.