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This post contains a link to another video that covers a few of the highlights of the CRM module within Lizzy. Checkout the internal videos for each menu for more specific information as there is way too much to put into a single video. CRM Overview –glenn hancock
When developing our other CRM products we always had a way to schedule a call back for a customer, but we were always missing an important part of the process. How to see what you’ve already scheduled for the day and in the case of scheduling for another employee, how to see what they have [...]
When we started out working on our CRM solution it was just named Nizex, the same name as the site and the company. Nizex got its name from orgaNIZE with that oh so popular X thrown on for good measure. Nizex.com has been around for over 5 years and was originally created in order to [...]
In this blog entry I’m going to cover just a few things that our CRM system can do to help you manage your contacts. Instead of listing out a bunch of bullet points, I’m going to instead provide a few examples that you probably run into everyday. 1) A customer calls you for help. If [...]
The first thing to realize in Lizzy compared to other CRM systems is that an Employee is entered into the system the same way a customer is. The only difference is that they are tagged as an Employee instead of a contact which causes other options to be displayed along the way. The first thing [...]