Newly added features to the SeoSamba suite of products in March include digital signature and deposit payment support for all editions of SeoToaster Ultimate CRM at no extra cost.
Create Sales Proposal In a Blink of an Eye
Creating sales proposals has never been easier: in the Quote Tab of your SeoToaster Dashboard, you can easily create new quotes and proposals, or use recent successful sales proposals as a template for your new opportunity.
The same functionality is available from your CRM opportunity tab when creating new opportunities or adding alternate quotes to existing opportunities.
Create Online Quotes and Proposals with Built-in Deposit and Digital Signature at No Additional Cost
Get a more solid commitment from your clients when you collect a deposit or down payment on your contracts, as well as the ability to require a digital signature from your buyer with the quoting tool in your SeoSamba CRM. No special 3rd party apps required! Unlimited users and documents!
This feature is built right in with no extra cost to you. You can even track the entire process, all the way through to the collection of your customers' payoff of the balance.
Digitally signed contracts are automatically saved and stored under your ‘contacts profile’ document section of the CRM (this is also the area where you can upload client-specific documents to your individual customer profiles), plus a copy of the document is sent directly to your customer. Select an amount or percentage for the deposit amount, or set a default number for proposals/quotes with the required deposit amount to be generated on request directly from your website by your clients.
Explore our Many CRM Improvements… We Have Many More to Come
The SeoSamba CRM is constantly improving, thanks to our growing community. The latest update is to the ‘detailed leads’ dashboard. You’ll find that now the social media icons will be lit up in full color for the platforms for which you have saved your clients social profiles. Icons not in use are greyed out so that you can see at a glance the profiles you have saved versus the ones you need to get, exactly the same way it works with the SeoSamba CRM for Iphone and Android apps.
Target your contacts with geographical accuracy
In your advanced filter screen, there is now a filter that allows you to sort by state. Combined with other parameters, you will be able to compose a perfect sales funnel and organize your most effective marketing campaigns!
If you would like to take advantage of some of these features and do not see them in your CRM after clearing your browser cache, please contact our helpdesk easily from your SeoSamba Marketing Operating System (SeoSamba Managed SEO clients).
SeoSamba Marketing OS Performance Dashboard
Gone are the days of looking at performance metrics graphs with all the ups and downs, wondering, “What happened on this particular day that made my numbers spike?” You’ll ❤️ our new “What happened this day” feature in your Marketing OS dashboard in the ‘Performance’ tab.
Now, you’re able to find out exactly what made your website visits soar so that you’re able to do it again. See if certain activities worked better than others, days that are better for posting content, or days that are not best for posting content. This useful data will help you pinpoint what worked and when, so that your future marketing efforts are more on point than ever before.
Since we have your attention to this box, do make sure to click “Access full analytics” to explore our powerful website traffic analytics. From there you can drill down to get a sense of how your Ad campaigns and other channels perform, you can even automate the sending of regular weekly or monthly reports directly to your mailbox.
Questions or comments about these new features? We’re happy to help! Visit our community page to find helpful tutorials, answers to frequently asked questions, or chat live with a representative.
We Want To Hear From You!