Import to SwiftCloud Note: the same process applies for importing CRM Data. In this video we import CSV (Comma Separated Values), however, we encourage you to use TSV (Tab Separated Values) as it is more reliable (because addresses sometimes contain commas in the street address or comments, which then affects the column-order).  

Sales Lead Incubator Campaigns Campaigns can contain any mix of the following events, each with any kind of delay – 7 minutes, 7 months, whatever you need…: Messages >> Email Messages >> Print + Mail (with Mail Merge!) Messages >> Print / Mail i.e. handwritten thank you cards (technically, this is a task we create Read More…

CRM Opportunity Details Training Video Opportunity Details Page Help File – Training Video. This video covers the detail page, about a single selling opportunity (aka “deal” or client or sale). The Overview In Depth full details… Older videos that might be of help…. Overview – CRM for Small Business – Sales Flow in General Older Read More…

Mail Merge in SwiftCloud To send a mail merge document, simply add any of the following shortcodes into your document. %%FIRSTNAME_Firstcap%% // recipient’s first name, with the first letter capitalized and other letters lowercase. You can simply use %%FIRSTNAME%% if you don’t care to correct capitalization %%LASTNAME%% // recipient’s last name, in this case, not Read More…

This is a help file for sales reps of a company called Rx Medical Solutions, and it may be helpful for other company sales reps as well. Signup at http://SwiftCloud.IO on the home page (free), using your primary email (will not be shown to clients, unless you want to. Sales leads will come to this email, Read More…

If you’ve received email from us, it’s because either you opted in to one of our many systems, or someone you know and are working with in some capacity has added you. That said, you’re the boss over how and when we contact you. If you have concerns, pop over to http://SwiftCloud.AI/optout SwiftCloud is a Read More…

We have a few real estate clients, and are developing a set of recommended feeds for various lead-types along with general best practices. See our “Dashboard Best Practices” article first, then consider adding the following: Probates Obituaries RSS feeds – some newspapers have an RSS feed directly for this category, others use Legacy.com which is Read More…

Here’s the Pricing Trap: NOTE: I get a bit plucky here, this should be taken as a grain of salt. There’s truth in it, but it’s a bit editorial… based on reality, but maybe a bit stronger than some can take it. Can you handle the truth? People who aren’t marketers don’t know how to Read More…