We’re big fans of work smart, not hard, and better yet: setup inforrmation robotics to do the work for you. Continue reading →

SwiftCRM’s autoresponder can send stamped physical postal mail, live phone calls, faxes, text messages, CDs and DVDs, closing gifts such as brownies, books, or even post data to some other 3rd-party URL. Continue reading →

Enhancements to LeadHandler Code; addition of ability to drop leads to a company (vs. individual), or define Selling Opportunity Status within a form. Continue reading →

Posting Data Instruction https://securecheckout.me/leadhandler.php Following are the fields that needs to be post. iSubscriberId This will be your subscriber Id .You can get this from the Edit Settings. vThanksURL Specify the URL here so posting page will be redirected to that page. bulkLeads Use this variable = 1 if you are posting the Bult Leads. vType Specify the lead type that you are going to post. vName It will save the Contact’s Name vEmail Specify the contact EMAIL vPhone1 , vPhone2 Specify the Phone numbers of the leads. vAddress Specity the contact’s Address vZip Specify the Zip code.

Why Use a Predictive Dialer – how using a dialer can increase talk time over 500%. This is specifically about CRM dialer integration. Continue reading →

News – security upgrades from SwiftCRM Continue reading →

SwiftCRM contains one of the most powerful marketing automation systems on the market. It is much more than just an autoresponder; it can trigger unlimited messages based on any status update based on any lead type. And it’s easy to use! A new feature we have just added is the ability to add variables into any message. Think of a variable as a bookshelf: you can put anything you want into it, but we’ve pre-built the bookshelf for you. This allows you to do things like greet a recipient by name, or include information about your lead to 3rd parties. For example, a real estate agent can include automation to open an appraisal that is emailed or faxed (or both!) to the appraiser, and includes the property address, client’s name, phone, email to schedule inspection, and more. Here are variables you can use within the Automation Settings. For more information, see the help videos. #LEAD_FNAME# #LEAD_LNAME# #LEAD_PHONE# #LEAD_EMAIL# #LEAD_ADDRESS# #LEAD_CITY# #LEAD_STATE# #LEAD_ZIP# #LEAD_COUNTRY# #LEAD_CUST1# #LEAD_CUST2# #LEAD_CUST3# #REC_FNAME# #REC_LNAME# #LEAD_FNAME#       (Lead’s First Name) #LEAD_LNAME#       (Lead’s Last Name) #LEAD_PHONE1# #LEAD_PHONE2# #LEAD_EMAIL# #LEAD_ADDRESS# #LEAD_CITY# #LEAD_STATE# #LEAD_ZIP# #LEAD_COUNTRY# #LEAD_CUST1#        (Custom Variable, whatever this means to your account i.e. customized to you) #LEAD_CUST2# #LEAD_CUST3# #REC_FNAME#     (Recipient First Name) #REC_LNAME#     (Recipient Last Name) Note: Lead and Recipient are two separate issues to us, for example, say you’re a Real Estate Agent handling a listing: The lead is the home seller, but the recipient … Continue reading →

Post by SwiftCRM CEO Roger Vetruba regarding sales automation. Continue reading →