Introduction to Contacts CRM
In this article we will discuss the basics of Contacts CRM, and familiarize you with the fundamental aspects of managing your leads and contacts from within the Contacts CRM solution.
Note - To begin using Contacts CRM, you must have a paid plan.
Overview
Contacts CRM is a customer relationship management system that allows users to manage each of their Contacts while also managing the Companies that each contact may be related to. Within Contacts CRM, a contact can be categorized as either a Contact or as a Lead.
To help users understand the difference between a Lead, Contact, and Company we suggest using the following definitions.
- Contact - A individual that has done business with you, or has directly contacted you for the purpose of creating a business relationship.
- Lead - An individual that has shown interest in doing business with you in some manor, but a formal relationship has not been established.
- Company - A business entity that contains individuals as owners and employees.
For the sake of simplicity, any reference to a Contact within this article will also infer the reference to a Lead.
Many times traditional CRM systems require the user to manage a Contact's company information within the same record as the individual contact. However, if a company's information such as name, address, or phone number changes, this can result in a user having to update multiple Contact records even when the Contacts information remained the same. Contacts CRM takes a different approach.
Within Contacts CRM, individual Contact records and individual Company records are recorded by the user separately. Then from within either a Contact's record or a Company's record the user can link the contact to the company.
This not only ensures that if a Company's information changes, the information only has to be updated in one location, but also allows for real life situations where one Contact to belong to many Companies.
Note - To being using Contacts CRM, you must have a paid plan.
Park Sites Solution Integration
Contacts CRM has been fully integrated with our Park Sites solution so that users no longer have to customize their CRM system to work with mobile home parks. Instead user's can simply link a mobile home park or RV park within our Park Sites solution to their Contact.
Linking a mobile home park to a Contact can be done either from within the main Contacts CRM solution, or from within the Park Sites solution while using a park's Contacts CRM button.
By providing users the ability to manage their Contacts in both solutions, we eliminate the need for switching back and forth between solutions while users are researching parks.
Advertise Solution Integration
Contacts CRM has been fully integrated with our Advertise solution to help you obtain new Leads from Park for Sale Ads or Classified Ads that you may have published.
When a visitor clicks on your advertisement to view its details, we automatically push that visitor's information into your Contact CRM records as a new Lead.
This functionality allows you to grow your list of Leads so that you can make contact with them and convert them to a Contact.
Important - Because browsers such as Google Chrome and Microsoft Edge are depreciating the use of 3rd-party cookies, a visitor must be logged into MHParks.com before their information can be pushed to Contacts CRM.
Professionals Solution Integration
Contacts CRM has been fully integrated with our Professionals solution to help you obtain new Leads from your published Professionals page.
When a visitor clicks on your published Professionals page, we automatically push that visitor's information into your Contact CRM records as a new Lead.
This functionality allows you to grow your list of Leads so that you can make contact with them and eventually convert them to a Contact.
Important - Because browsers such as Google Chrome and Microsoft Edge are depreciating the use of 3rd-party cookies, a visitor must be logged into MHParks.com before their information can be pushed to Contacts CRM.
Zapier Integration
Contacts CRM has been fully integrated to work with Zapier.com. This allows users that may have a Zapier.com account to funnel their Contacts to their favorite apps such as MailerLite, Mailchimp, Google Sheets, and more.
By utilizing the optional Source ID field built within our Zapier Integration settings, users can also trigger Leads and Contacts to enter specific workflows within their email marketing apps. This functionality makes it perfect to automatically send new Leads, that may have been obtained from our Advertising integration, an introduction email or even send them down an email campaign journey.
Important - User's must have a Zapier account to utilize our Zapier integration. Please visit Zapier.com for more information about their specific products.
Import/Export
By utilizing the Import and Export options within Contacts CRM, users can easily use our Import Wizard to migrate from a prior CRM system to Contacts CRM, or back up their existing records within Contacts CRM.
Important - Because of the versatile nature of digital records and the manor they may be previously stored before importing to Contacts CRM, it is not possible to import mobile home park records that may be associated with imported contacts. Instead users are required to link their imported contacts to the mobile home parks within our Park Sites solution.
Important - It is the user's responsibility to ensure their Contacts CRM records are properly backed up at regular intervals.
For any questions that you may still have about this, or any other topic in MHParks.com, please contact our Support Team by emailing us at support@mhparks.com.