DealRaise CRM Tutorial 👌
Welcome to DealRaise! In this video, I'll guide you through our CRM. Learn how to log in, navigate the dashboard, manage client conversations, calendars, and customize settings. Take note of the instructions for appointments, calendar settings, availability, and marketing features. Ensure to save any changes made in the platform settings.
Setting Up Your Profile on DealRaise CRM 🧑🏫
In this video, I guide you through setting up your profile on DealRaise, including integrating your email and calendar, updating personal information, and managing user availability. Remember to connect with Google for seamless syncing, and stay tuned for our next video on using the outreach software. Action: Watch the video to optimize your DealRaise experience!
Navigating DealRaise Outreach Software 🧭
In this video, I guide you through accessing our outreach software and creating an account. DealRaise offers various services to boost your investor engagement preparedness. Check out premium features for upgrades. To access the software, click on LinkedIn outreach, create an account with any email, and follow password guidelines.
Introduction to Outreach Software 🚀
Hi there! In this video, I walk you through the features of our outreach software after our technical call. You'll see your campaign info, unread messages, campaign alerts, statistics, leads data, and more. I explain how to create campaigns, set up email integration, and manage templates. No action requested, just an overview.
Creating Effective Campaigns on Outreach Software 📨
In this video, I guide you through the process of creating different types of campaigns on our outreach software, including Reconnections, Groups and Events, and Open Emails. I explain the unique features of each campaign and provide tips on maximizing their effectiveness.
Watch to learn how to automate connection requests, send follow-up messages, and engage with prospects efficiently.
Template Creation and AI Generator Walkthrough 🤖
Today, I demonstrate how to create various message templates for connection, follow-up, and open emails, emphasizing the importance of integrating emails for full functionality. Additionally, I delve into utilizing the AI generator for crafting personalized LinkedIn connection messages, showcasing its flexibility in tailoring messages based on recipient titles and campaign goals. No specific action is requested, but understanding these tools can enhance our outreach strategies.
How to add Leads to your Campaigns 🧑🏽💼🧑🏽💼
In this video, I guide you through adding contacts to your LinkedIn campaign. I explain the process of using basic search and Sales Navigator to target specific audiences based on filters like industry, location, and keywords. I demonstrate how to import contacts from a CSV file and utilize Sales Navigator for more advanced filtering. Action: Watch to optimize your campaign's reach!
Managing Campaign Progress and Engagement 📊
To effectively monitor and manage the progress of a campaign, check on added members, and take necessary actions to optimize outreach efforts.
I demonstrate how to manage prospects, take actions like removing or re-inviting them, and utilize the mute feature. No specific action requested, just valuable insights on campaign management.
Efficient Inbox Management 📧
In this video, I demonstrate how to effectively manage your inbox using our outreach software. I show how to filter messages, tag leads for follow-ups, and utilize manual tags like leads, follow-ups, and archives. Additionally, I explain how our AI can predict responses and the importance of focusing on campaign messages. Watch to optimize your inbox workflow!
Integrating Email with Your Outreach Software 📧
In this video, I guide you through integrating your email with our outreach software. I show you how to access the email integration feature, add a new integration, and select your service provider. Remember, Outlook isn't currently supported, but I'm here to assist you via email or Slack. Developers can also utilize webhooks for connections.
