Your Sales Process is designed to provide you with a number of solutions that will decrease the stress you have when capturing new contacts and converting them from cold leads to consumers. There are three major features that comprise MBizLeads. When you claim your complimentary account, you will get the Online Scheduler and Pipeline features for FREE!
With the Online Scheduler, contacts simply access a link that allows them to efficiently schedule a meeting based on your availability. These mobile-friendly booking links help eliminate double booking, integrate with PayPal or Stripe to collect payments in advance, and can trigger a funnel as you redirect them to any website or landing page after a successful booking.
When it comes to meeting new people and potential clients, you need a system that will track your leads. With this feature, you can really convert your cold leads to warm leads. With your FREE account, you can add contacts to any pipeline, but the upgraded version provides a number of features that make using the pipeline more efficient. These include tagging and email campaigns.
Forms & Surveys
Too often, people think of forms and surveys as just a basic way to get contact information or to follow up after a service has been provided. Now you can do so much more. Use this platform to qualify leads, conduct quizzes to score results, create conditional funnels based on the answer to specific questions or point totals, and of course, use as a way to follow up after a service is provided.
We are pleased to provide everyone with a COMPLIMENTARY, Personal Account to Your Sales Process. This account enables you to create unlimited appointments/meetings through the online scheduler, pipelines, and contacts. In addition, you will receive your own ContactCard. This is a great tool for those interested in testing out the concept of a mobile business card.
Having the ability to encourage new contacts, leads, and consumers to book appointments online or complete a survey online is very valuable. Being able to take the data and understand what it means for your organization is what allows you to better understand what your clients want so you can take your business to a whole new level. Both MBizScheduler and MBizSurvey have dedicated dashboards that provide analytics for all of your appointments and surveys. You will be able to compare views to actual submissions of appointments and surveys, track qualified leads from survey submission through successful booking of appointments, view statistics for all survey questions answered, and track number of "hot leads" in your pipeline.
If you maintain a busy schedule and want to spend less time scheduling meetings and appointments, then this is exactly what you need. You can create and accept unlimited bookings with your account. Anyone using Google Calendar can set up a two-way sync that will help eliminate double bookings with other events put directly on your calendar and not through this application. You also have the ability to:
When someone submits a new booking or survey, you might want to take steps to engage with them further. One way to do this is to integrate your various appointments and surveys to other cloud-based applications that you are using. Through the Zapier Integration, you can easily integrate with 1,000+ cloud-based applications. However, there are also a handful of direct integrations built into the platform as well. They include:
If you do not have a consumer relationship management system (a way to track your leads), then you need to utilize the MBizPipeline feature. You are now able to easily add leads to any pipeline you create directly from the appointment and survey submissions. You are able to create unlimited pipelines and track unlimited leads. Once a lead is added to the pipeline, you can:
One of the most important parts of building a relationship with a new contact or a consumer is understanding what they need and how they feel about your various offerings. For this reason you can create and collect responses for unlimited quizzes and surveys. Use this feature to both qualify your leads and determine satisfaction and feedback from consumers. In addition, you can:
Requires Upgraded Account
Once a lead has entered your account through a booking or survey, you can view key information related to that contact. This includes the ability to view all of the various bookings and surveys that the lead or client has successfully submitted.
If you want to embed a simple contact form on your website, you are able to generate one directly from inside your MBizLeads account. You can customize the colors of your form and even redirect new contacts to any website link upon successful submission.
Requires Upgraded Account
If you have a variety of pipelines, products, or services, you can utilize "tags" to help place new contacts into a specific location of your pipeline. In addition, you can utilize tags to trigger specific autoresponder actions when integrated with your account.
Requires Upgraded Account
What does unlimited actually mean in the packages above?
Great question and it means exactly what you think. You can create as many pipelines, leads, surveys, and meeting types as you would like inside your account. In addition, you are able to capture as many responses and as you can get.
What is the difference between this platform's "Contact Card" and the MBizCard?
The "ContactCard" is just a simple link that you can use as a digital business card. However, it is missing quite a number of features when compared to the MBizCard. These include a place for your personal bio, lack of responsiveness on larger devices, limited branding, no app icon, and much more. We recommend that you play around with your FREE Contact Card and then check out the various features of the MBizCard.
What are Linked Campaigns?
Linked Campaigns are ones in which you utilize the survey/form builder and then have the user schedule a meeting with the online scheduler based on their successful completion of the survey/form. They are perfect for qualifying leads since you can see not only who is a qualified client but also who wants to schedule a meeting with you.
Does the calendar integrate only with Google Calendar?
Yes. That may change in the future based on demand. However, with the Zapier integrations, there are ways your calendar can be set up to work with the system. We are happy to discuss these with you. Note that you do not need the two-way sync to your calendar if the calendar is only reserved for making reservations and booking meetings. The benefit of the two-way sync is if you keep all your information on one calendar so that people can know when you are busy.
Can I send emails to my leads through this platform?
This is part Yes and part No. The platform does NOT serve as a bulk email marketing platform. However, if you integrate the platform with your SMTP settings, then you can trigger emails to be sent out automatically based on the action of particular users. This is most effective when utilizing tags and the campaign feature. To make things easier for you, all features of MBizLeads do integrate with over 1,000 applications and all leads submitted through a survey or appointment can be easily added to any autoresponder or contact database you are using. For example, if a lead comes in by setting an appointment, that contact's information can easily be sent to both your Mailchimp and Google Contacts thus making it easy to send emails to him/her as needed.
What is your Cancellation Policy?
You may cancel your subscription at any time. The cancellation will go into effect immediately but your account will remain active through the currently billed and paid for subscription period.
Can I easily switch accounts or upgrade/downgrade?
Yes! Just enter a support ticket and we are more than happy to help out. If you wish to upgrade from the Starter Package to the Personal Package, then the upgraded features will be unlocked after payment has been made to start your upgrade. You cannot upgrade to the Enterprise Package. However, if your organization needs an Enterprise Package, you can still keep your Starter Package for personal use and then use an Enterprise Package for your team. If you wish to downgrade, your "current subscription" will be canceled. We will then start you with a new subscription at the lower rate and provide you with a "trial" period that covers the difference you paid for your "current subscription."
Can I upgrade to or downgrade from the Personal to Enterprise Package?
Unfortunately, at this time, we are not able to convert your account from an individual account to a team account. This is because we allow the Team account to have private label features that come with the ability to customize your domain. This would affect a lot of the data inside the account. Accordingly, we recommend you schedule an online demo if you are wanting to determine if Your Sales Process is right for your team.