Concinnity Onboarding Platform

Concinnity Marketing Platform Guide

An Overview of the Concinnity Marketing Platform (CMP)

What is the Concinnity Marketing Platform, and what is it’s purpose?

At Concinnity Digital, we get to work with many sizes of clients. A pattern that we see often is where organizations will pay for several different marketing tools, but none are used very well, and they usually don’t speak to each other. Additionally, leadership won’t understand how to quantify the tools performance, and ultimately, its another line item on a budget that could be more efficient.

When analyzing the needs of our clients, we felt that finding a system that can collectively do what generally takes 5 – 10 systems, packaged and interacting within it’s separate elements, would be a huge delivery of value.

A CRM that can run multi-touch drip campaigns? An all in one inbox? A scheduler and a review requester? It’s truly a dream come true, and when integrated with a site and your marketing stack, can be a powerhouse for sales.

CMP Roles:

Because the Platform is so large, it’s good to know the primary areas and their corresponding roles:

Roles for this system:

  1. Appointment Setter
  2. The Sales Team
  3. The Marketer (hey thats us!)
  4. The Boss

 

Systems

  1. Dashboard (good for boss)
  2. Conversations (good for appointment setter and sales team)
  3. Marketing (good for marketer, and sales)
  4. Reporting (good for marketer, sales, and boss)
  5. Scheduling (good for sales and appointment setter)
  6. Reputation (good for sales)
  7. Contacts (good for all)
  8. Funnels & Websites (good for marketer)
  9. Triggers (good for marketer)
  10. Online listing (good for marketer)
  11. Chat widget (good for marketer)

 

While a rudimentary list and explanation, as you delve into these different sections, you’ll notice a pattern. Certain areas are for direct contact engagement, certain areas are for lead capture and funneling, certain areas are for engaging audiences, and certain areas are for reporting on all of it. 

Appointment Setter

Typically in many organizations, an appointment setter, assistant, or receptionist will be the front lines for answering inbound requests from prospective or current clients. It’s important that these professionals use consistent handling and scripts to create a positive user experience, and guide the prospect toward their intended result. 

We commonly see this role conduct the following tasks:

  1. Confirm appointments
  2. Handle Inbound Calls
  3. Make outbound calls for details & confirmation
  4. Add new contacts to the CRM
  5. Set call dispositions
  6. Optional *Create Estimates

 

What is great about the CMP is that this system includes all of the tools a receptionist would need to successfully confirm, log, and book appointments. 

 

Adding Contacts to the CRM

 

Creating & Confirming Appointments

 

Have Scheduled Appointments Trigger Actions in Other Systems or Softwares

The Boss

A team leader is an important figure in any team. By keeping a pulse on day to day operations, the Boss or the team lead can quantify results and help navigate boon and bust cycles that occur with any business. 

For Team Leaders or Bosses, we commonly see the following recurring tasks:

  1. Check call reports
  2. Check appointment reports
  3. Check pain points in the pipelines
  4. Check call dispositions
  5. Check attribution reports

Checking Call Reports

Checking Appointment Sources

Checking Pain Points in Pipelines

Check Call Dispositions

Check Attribution Reports

The Marketer

  1. Create Email & Text campaigns
  2. Setup automation
  3. Setup forms & schedulers
  4. Help advise on smart lists & tag strategy

 

The Sales Team

Sales Team professionals 

  1. Create and manage opportunities in pipelines
  2. Meet with confirmed appointments
  3. Quote, estimate, and correspond with leads
  4. Send review requests upon deal completion

 

Creating Opportunities

Meeting with Confirmed Appointments

Quoting & Estimating Leads

Sending Review Requests