Following: "We believe in giving a sales person a reason to call, not a list to call." - Chris Smith
What It Does
Convert allows Sales agents to prospect in real time, while laser focusing their attention on the most engaged prospects in their database.
By using on-site activity, IDX activity, and blast marketing engagement/results we give a transparent view of the people that you should follow up with, eliminating the clunkiness and tediousness of a CRM.
How It Works
*** Disclaimers: The NEW Curaytor Navigation Menu Bar
is not shown in the video below. Here's a view of the NEW Navigation Menu Bar:
Chime or FUB [whichever is your primary CRM]
is integrated with your Curaytor Platform.
Chime IDX data is integrated with everyone's Curaytor Platform.
Leads That Have Most Recently Engaged
Leads You Have Deemed Important
Leads The Highest Overall Point Total
Leads You Have Deemed Not Important
Allows Owners, Sales Managers, ISAs and Agents to send email notifications to other agents(or themselves) about leads that have notable activity for follow up events.
How Is The Scoring System Outlined?
Actions are weighted based on a number of factors. These include:
Email Actions —
• Email Open = 1 point
• Email Click = 1 point
Page Actions —
• Page View = 1 point
Length in Database —
• Less than 7 Days = 1 point
• Less than 14 Days = 2 points
• Less than 21 Days = 3 points
• Less than 30 Days = 4 points
• Less than 60 Days = 5 points
• Less than 90 Days = 6 points
• Less than 180 Days = 7 points
• Less than 270 Days = 8 points
• Less than 365 Days = 9 points
• 365+ Days = 10 points
Stage in Database —
• Lead = 1 point
• Nurture / Sphere = 3 points
• Hot Prospect / Past Client / Pending = 10 points
Am I Able To See Everyone's Leads?
The Convert system allows agents to see only their assigned leads from Chime or Follow Up Boss CRMs, unless Admin View is toggled "on" under Accounts > Edit > Convert Settings > Admin View.
This view is best toggled "on" for Account Owners, Admins, and ISAs.
Is There a Way to Limit Agent Access?
Yes! When Convert Only is toggled "on" for agents on your team, they will ONLY have access to Convert and not Brain, Create, Advertise, Blast or even platform settings. Keeping this in mind, you will want to only give Convert Only access to anyone who won't be sending emails or creating content from your Curaytor Platform at all.
This is accessible via Accounts > Edit > Convert Settings > Convert Only.
How Do I Follow Up With Leads?
You should follow up with leads using the same mechanisms you have previously.
If you have phone number: Call, then text.
If you don't have a phone number: Send an email.
*BombBomb is incredibly useful when prospecting.
Do I Still Need Chime or Follow Up Boss CRMs?
Chime or Follow Up Boss CRM is required to connect to the Convert tool in order to pull information about the leads (phone, email, tags).
However, you no longer need to be logged into multiple technology platforms at once. You are able to pre-call stalk and follow up directly within the Convert tool.
*For notes, and changing tags/sources you can still access your Chime or Follow Up Boss CRM - when appropriate (using the "Open in CRM" function).
When Do I Follow A Lead?
When you have a conversation with a lead that had a positive outcome and want to stay in touch.
When you see a lead with high levels of engagement and you want to get in touch.
When Do I Snooze A Lead?
When you have a conversation with a lead that had a negative outcome and want to stay in touch.
When you identify a lead with a bad email and bad phone number.
Related article: How can I use Convert in my daily work flow?