Manage CRM
Yes, you can send an automatic follow-up email in Helium CRM. If a response is not recorded during a fixed period of time. You can set the conditions to send follow-up emails as and when required.
Triggered emails are sent to customers based on specific actions taken by them. On a customer’s birthday, or after making a new purchase, or after creating a new account. Trigger emails can be sent on these occasions. Based on the status of the email a customer may be notified of a new product or feature, or required to update information, etc.
As CRM System automates most of your business tasks. You need to define what actions should be taken. And when you can create a workflow rule for email by setting up a time. And select all the leads you want to send the email to. When a potential customer enters your website or clicks on the ad an email can be sent to them as you desire. You need to set these in the workflow rule, which email follows which action.
Yes, there are no limits on contacts with HeliumCRM.
The main motive for creating workflows for emails is to send personalized emails to your customers at the right time. For instance, if a customer visits your website and views some products, you can send an email after two days reminding them of the products they have viewed. This not only makes them feel valued but also pushes them to take an action.
The idea of the Helium CRM system is to give you a platform where you can meet all your marketing needs. Hence you can manage all your Social Media Ads with Helium. Managing Google and Facebook ads with Helium will help retrieve your data in the software and you can easily manage all your ad campaigns.
You can integrate your Facebook account with Helium CRM. You can manage all the events and interactions on your social media page, keep your contact list updated, be notified of new leads generated. With auto-reply, you can always get back to your customers with the right info. This eases the workload of the employees as they do not have to make multiple entries or manage multiple platforms.
Helium CRM System supports the latest version of almost all common browsers such as Google Chrome, Mozilla Firefox, Microsoft Edge, etc.
CRM System helps in the automation of your business. With an automation tool you can create content and templates that match your brand identity beforehand and mail or SMS them when needed, you can have meetings scheduled, and sync Google Calendars of your employees with tasks assigned to them. You do not need to worry about missing any important updates.
CRM system makes it easy for your business to communicate with potential customers on different platforms. And helps in generating high-quality leads. CRM can be used to track and monitor likes, comments, interactions, preferences, and social behavior of your customers and potential customers. These insights are helpful to target potential customers.
Helium CRM understands that the customer data you enter is valuable and should be handled with utmost safety. Hence, keeping our customers’ data and lead information protected is our utmost concern. And we take all necessary measures to keep our database safe. With Helium CRM, your data is in safe hands.