ActiveCampaign is one of the automation tools that has been a huge benefit for our firm. It makes it much easier to automate the client intake process. In our case, ActiveCampaign automatically sends potential clients the information they need to get the most out of their consultation. But, that’s just the tip of the iceberg. Those contacts are added to our monthly newsletter and it helps us track where people are in the sales process.
Hootsuite is another great automation tool that saves you tons of time. It allows you to manage mutliple social media accounts, schedule posts in advance and monitor social media channels for certain actions or keywords. You can even use Hootsuite to reply, retweet, favourite or respond to content. Overall, Hootsuite has lots of features, integrations, supported platforms and analytics than help you optimize your social media strategy. Finally, if you need multiple user permissions for a larger team, Hootsuite allows you to upgrade its usage without compromising your security.
NiftyQuoter makes creating and managing proposals easy. This online proposal software allows you to oversee client activities such as viewing, approving or commenting proposals. The dashboard is also easy to navigate. You can switch the dashboard to display all proposals, or just the proposals created in a certain timeframe. NiftyQuoter gives you a great overview of the sales process by providing charts that display the quantities and value of proposals.