Mastering REsimpli: Streamlining Team Management, Lead Handling, and Automation

In a most recent training session, we went over the salient features of the REsimpli platform aimed at enhancing team management, lead handling, and system automation. Customizing further lets team members review all or their assigned leads based on kind and status. Team members may have either no, view-only, or full system module access depending on module permissions. Other techniques safeguard critical data, thereby limiting lead removal and export.

Not just “owner,” but every employment requires certain leads and system components. Unless specifically allowed, a team member assigned as an “owner,” hardly ever gets complete system access. Purchases of bulk leads might be “new leads” or “no contact made.” This allows businesses to communicate data without error.

List stacking is yet another method to create targeted marketing lists using CSV data. The technology maps phone numbers and email addresses, thereby improving marketing. Automation increases productivity. Customers may choose email, smartphone, or online campaign lead stage alerts from REsimpli. Pre-made templates and sequences aid in simplifying drip systems. Task SMS, webhooks, direct mail, and outside links broadcast. This flexibility directs outreach and follow-up.

Lead status varies automatically everywhere. A lead classified as “under contract” could cause team members to be automatically assigned tasks meant to maintain the timetable. Clients may customize stages on pipelines “due diligence” and “no contact made” to meet their demands. REsimpli operates online really well. REsimpli-hosted forms automatically add leads to the active leads of the account, therefore optimizing lead management and follow-up.

Ready to grow your business with REsimpli? Check these materials right now to modify your strategy.

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Key Takeaways:

1. 10DLC & Call Flow:
   
   Anthony covered the essentials of the basic account setup checklist, focusing on 10DLC registration for enabling outbound texting. He clarified that additional phone numbers don’t require re-registration if the initial registration is approved. Anthony also demonstrated how to customize inbound call forwarding based on team roles. (00:01:00)
   
2. Call Forwarding Options and Features:
   
   Anthony explained two call forwarding options: number forward for external numbers and in-app answering for real-time calls within the app, displaying lead details. (00:05:56)
   
3. Call Flow Management and Voicemail Options:
   
   Anthony discussed call flow management options, including simultaneous forwarding, round robin, and voicemail setup. He also covered Missed Call SMS, Repeat Caller options, and setting business hours for call forwarding. (00:09:44)
   
4. Phone Number Setup and Tracking:
   
   Anthony explained setting up phone numbers, either by buying new or porting existing ones. He emphasized using one main number per campaign and team members’ numbers for follow-ups. He also showed how to change the outbound caller ID without altering the campaign. (00:15:37)
   
5. KPIs, Phone Numbers, and Team Updates:
   
   Highlighted separate tabs for different phone numbers, using lead section numbers for seller leads, and the process of porting numbers and adding team members with roles and permissions. (00:20:41)
   
6. User Roles and Permissions Setup:
   
   Anthony detailed setting up user roles and permissions in the lead module, deciding access levels for viewing or managing leads. He explained modifying access by status and module, and adding or removing permissions. Anthony also outlined steps for new team members to activate their accounts. (00:26:22)
   
7. Lead Import Process and List Stacking:
   
   He explained importing leads directly into the active leads page from an old platform. Leads can be imported into active, warm, or dead lead sections, but not other stages. He also discussed the list stacking feature and advised ensuring files are in CSV format with correctly mapped information. (00:30:23)
   
8. New Notification Preferences and Drip Campaigns:
   
   Anthony introduced customisable notification preferences based on campaigns and lead stages. He explained drip campaigns, detailing setup options for delay, duration, and time span. Tara clarified that website forms automatically integrate leads into the active section. (00:34:02)
   
9. Platform Features and Lead Management:
   
   Anthony discussed global tasks and customizing the active leads pipeline. He explained automating tasks based on lead stages and modifying stages to fit workflows. Anthony also highlighted the mobile app for tracking leads on the go. (00:38:34)
   
10. Customizing Lead Stages:
    
    Anthony explained customizing lead stages in the active leads pipeline, like adding a “pre-offer made” stage or removing the “due diligence” bucket. He emphasized the flexibility to tailor the pipeline to user needs and shared that he often discusses this customization during user calls. Users can adjust the stages anytime. (00:41:34)