fbpx

More than just a monthly invoice…

When you sell a security membership to your customers, it’s likely that the most correspondence they get from you is an invoice once a month. What if you did more than this, nurturing your customers so that they feel noticed and appreciated? Would they be more likely to renew their contract at end of term?

Nurturing your customers can be done automatically using Infusionsoft, connected to your simPRO account with SyncEzy.

  • Trigger a new customer contract campaign when you create a recurring job in simPRO, automatically sending a welcome email with key contract details, such as start date, end date, level of membership or benefits.
  • The following week send an update or a case study of a business just like theirs.
  • Set timers so emails go out each month with security tips.
  • Send a complimentary something or lucky draw invite every six months, festive season wishes, or something else special and unique to members.
  • In 9 months you could send reminder that membership is expiring in 3 months and a click through to renew with an early renewal discount.
  • Create automation for internal reminders to staff to call your customers if they don’t renew their membership by a certain date.

The options are endless, and you can customise your automated campaigns to suit your business and perfectly compliment your workflow and customer goals.

If you’d like to find out more about how you can get this happening for your business, contact us today.

Related Posts

FLEXIBLE TIME TRACKING FOR FIELD STAFF

FLEXIBLE TIME TRACKING FOR FIELD STAFF

Flexibility in the field as a Technician is a must, so you need to have the right tools in the palm of your hand. TSheets Mobile App offers this functionality simply and effectively.By utilizing the flexibility of the app, it can drastically reduce the unproductive...

Save Clicks in Zoho CRM using simple workflows

 Save Clicks in Zoho CRM using simple workflows.   CRM works the best when automation reduces the click work required to get something done. In addition, it ensures the correct process is followed, even when users forget to change something.   We had a...

5 Ways to Extend Your simPRO Use

5 Ways to Extend Your simPRO Use

simPRO is a fantastic software when it comes to Job Management software but let us think about your whole business. We want to help you get the most out of simPRO as well as highlight any useful tools and integrations that can take your business to the next level! Use...

Let us Automate your business!

Fill in the details below and we'll get back to you in 24 hrs.