MarketSharp has all the tools to make your customers’ experience with you and your business completely seamless. We’ll show you how to use MarketSharp’s features to best serve your customers through their entire journey with you, including
- cultivating leads
- scheduling appointments
- managing appointments
- keeping customers informed
- completing the job and following up
MarketSharp is with you every step of the way to ensure your customers are satisfied and keep coming back.
Turn a Lead into a Customer
Before you have a customer, you have a lead. MarketSharp can help you organize, reach out to, and convert those leads into customers.
The first step is connecting external lead sources into MarketSharp so you can have all your information in one place. Luckily, MarketSharp integrates with sites like Angi and Everconnect to auto-create contact cards for lead sources. This makes it super easy for you to connect with your potential customers.
Once you have a lead recorded in MarketSharp, it’s time to reach out and let them know how your business can meet their needs. Be the first to respond to and nurture your leads with automated emails and text messages. MarketSharp even gives you templates for your emails and texts, so you can spend less time writing individual messages, and more time focusing on your business and customers.
One way to draw in potential customers is to let them know about your seasonal and promotional campaigns. MarketSharp integrates with Constant Contact to send out beautifully designed emails. Use one of our email templates to send out a seasonal discount and encourage bookings.
Make Appointment Scheduling Easy
Ok, your outreach worked and now you have a customer ready to hire you for a project. Use MarketSharp’s calendar feature to easily schedule appointments. You can also schedule appointments on the go in the RemodelerGo app!
Another tool at your disposal: automate sending text reminders. You can set it and forget it, while helping your customers remember their appointment details and reducing the number of no-shows and cancellations you have to manage.
We even offer text message templates to make it simple for you to set up and automate different kinds of communications.
Finally, add pictures and notes to your contact cards so you can easily remember conversations you had with specific customers. Personalizing your communications can go a long way!
Manage Appointments Like a Pro
When you or one of your crew members shows up for your client’s scheduled appointment, MarketSharp keeps working!
Need to quickly create or update a quote or proposal? You can do it on the go with MarketSharp, so your customers are never in the dark about the costs associated with your services. All you have to do is add or subtract the services your customer needs in the appointment record. MarketSharp will update the quote right then and there.
If the service requires a down payment, you can collect it online in a snap with MarketSharp Payments at the time of the appointment.
Stay Organized and Keep Your Customers in the Know
One sure way to keep your customers happy—stay organized and streamline your project management. Keep track of job progress, product orders, and more.
Say you have a project that requires multiple stages and visits. MarketSharp makes it easy to keep your customers informed and satisfied.
With two-way texting, you can answer your customers’ questions and provide any project updates within the MarketSharp platform. Even better—MarketSharp will keep conversation records all in one place so you can refer back to them when needed.
MarketSharp will help keep everyone and everything on schedule with automated service and installation reminders.
The Finishing Touches
At a project’s completion, MarketSharp also makes it easy for your customers to pay you how they want. If customers prefer to make online payments via credit or debit, you can accept those payments directly in the CRM with MarketSharp Payments. Simply navigate to your MarketSharp dashboard and click Get Started within the payments section. Follow the easy self-service setup wizard to choose your preferred payment gateway, configure settings and customize payment options.
Once you activate payments, you’ll be taking a transformative step towards optimizing your business operations, an enhanced customer experience, increasing your cash flow, and enhancing security and compliance when handling all customer transactions! To process your first payment, locate the contact and job you would like to process. Then, click the payment icon, fill out the details and submit! It’s as easy as ever to process a payment with MarketSharp.
You can also automate sending out service reminders with MarketSharp Mail, so your customers never miss a crucial service.
A Seamless Customer Journey
From the moment a potential customer first hears about your services to a project’s completion, MarketSharp is here to help you with the tools to keep your customers happy. Make their experience seamless with MarketSharps’s many features.