SwiftCloud Blog

Sales Lead Incubator Campaign

Sales Lead Incubator Campaigns Campaigns can contain any mix of the following events, each with any kind of delay – 7 minutes, 7 months, whatever you need…: Messages >> Email Messages >> Print + Mail (with Mail Merge!) Messages >> Print / Mail i.e. handwritten thank you cards (technically, this is a task we create Read More…

Opportunity Details Page Help

CRM Opportunity Details Training Video Opportunity Details Page Help File – Training Video. This video covers the detail page, about a single selling opportunity (aka “deal” or client or sale). The Overview In Depth full details… Older videos that might be of help…. Overview – CRM for Small Business – Sales Flow in General Older Read More…

Help >> Mail Merge

Help >> Mail MergeFeb 24,2015

Mail Merge in SwiftCloud To send a mail merge document, simply add any of the following shortcodes into your document. %%FIRSTNAME_Firstcap%% // recipient’s first name, with the first letter capitalized and other letters lowercase. You can simply use %%FIRSTNAME%% if you don’t care to correct capitalization %%LASTNAME%% // recipient’s last name, in this case, not Read More…

Sales Rep Setup

Sales Rep SetupNov 03,2014

This is a help file for sales reps of a company called Rx Medical Solutions, and it may be helpful for other company sales reps as well. Signup at http://SwiftCloud.IO on the home page (free), using your primary email (will not be shown to clients, unless you want to. Sales leads will come to this email, Read More…

Why Was I Contacted?

If you’ve received email from us, it’s because either you opted in to one of our many systems, or someone you know and are working with in some capacity has added you. That said, you’re the boss over how and when we contact you. If you have concerns, pop over to http://SwiftCloud.AI/optout SwiftCloud is a Read More…

Real Estate Leads Dashboard

We have a few real estate clients, and are developing a set of recommended feeds for various lead-types along with general best practices. See our “Dashboard Best Practices” article first, then consider adding the following: Probates Obituaries RSS feeds – some newspapers have an RSS feed directly for this category, others use Legacy.com which is Read More…

Pricing Trap

Pricing TrapOct 16,2012

Here’s the Pricing Trap: NOTE: I get a bit plucky here, this should be taken as a grain of salt. There’s truth in it, but it’s a bit editorial… based on reality, but maybe a bit stronger than some can take it. Can you handle the truth? People who aren’t marketers don’t know how to Read More…

CSV Import

CSV ImportMar 22,2012

How to import Aged Leads into SwiftCRM, or migrate from competing systems to SwiftCRM hosted CRM software.