We all know Adam Frank, he is the CRM Coach who happens to use Chime at a very high level. You've heard it right! He is extraordinary when it comes to setting up workflows, pipelines, and automation. Find out how he set up automation in Chime not to make your CRM fancy but for it to work based on your business needs. Hosted by @Tristan Ahumada _____________________ Content 00:00 - Intro 01:41 - Filtering bad information is important 03:25 - Why is it key to automate your follow-ups? 04:25 - If you get a buyer, what information your need to look out for, and how does the automation typically work? 05:31 - Setting Up your Pipeline 09:27 - Taking advantage of Zoom meetings during your appointments 10:05 - Do you have a team using your Chime set-up or is it just for you? 11:09 - Chime Artificial Intelligence (AI) 13:00 - AI Customization 18:12 - Automation Workflow 20:51 - AI Assistant Accessories 25:42 - Obligation conditions when setting up a Smart Plan 30:10 - Use of groups instead of tasks for task-based items 33:20 - Outro _____________________ Visit Our Page: https://chime.me/ Like Us On Facebook: https://www.facebook.com/ChimeCRM Join Our Facebook Community: https://www.facebook.com/groups/chime... _____________________ #CRM #Chime #ChimeCRM #GrowthHacking #TheCRMCoach #AdamFramk #ChimeAutomation #Automation #CRMAutomation #Pipeline #LeadConversion #Workflow
source https://www.youtube.com/watch?v=3PIkAgd_rX0
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