Select a topic:

Choose from one of the topics below to browse other articles

Articles & Information.

The InTouch Welcome Pack!

Last updated by Sam Brown on November 09, 2016 16:40

Trying a new system can be a daunting task sometimes, so to make it as simple as possible, we've not only made the system really simple BUT we've prepared this little gift pack for you! (Sorry there is no wine or cheese)

Here you will find some great resources to help you get your sales and marketing system up and running.

The InTouch Philosophy

Here at InTouch we believe that almost every small business could benefit from systematizing their sales and marketing.

From planning your marketing strategy and segmenation, through to consistent follow-up and customer nurturing that drive true long term value for you business.

Firstly we have some resources to help you plan a successful sales and marketing system.

The Small Business Growth Formula

The small business growth formula was written to show how a simple automated sales and marketing system can be built.

Click here to get the download link and receive all new updates.

In addition you will get links to two really useful guides that will help feed your marketing ideas:

The Beginners Guide to QR Codes

Learn how to use QR codes to capture customer information in the new age of mobile devices.

The Front-end Secret to Profitable Growth

Learn how many of the savviest marketers in the World structure their offers to maximise the number of customers the bring into their business.

Getting Started With InTouch

At the very heart of our business is the concept of helping your business grow. The way we do this is by providing you with the software that will help you nurture, grow and manage customer relationships.

The various tools of the InTouch system offer you the opportunity to compile an unlimited amount of customer data, track interactions, document tasks information, send out targeted campaigns, view reports and many other hot features.

The years we have spent developing this software and your honest and supportive feedback have helped us improve and we are now proud to offer you the tool that will help your business reach its full potential!

Manage Contacts

Customers are the very backbone of each and every business! No customers simply means no business. Therefore having a tool that helps you to manage your contacts is absolutely crucial.

The more you know about your clients the more successful your business will be. And to help you make the most of your contacts and help your business grow, we have developed the Contacts Database feature - a powerful and personalized way to keep track of your contacts.

To make it even better you can now not only grow your database, but also search through your many contacts stress-free, make use of the customized fields, create different segments, add notes and compile contacts history.

Manage Organisations and Groups

We understand that not all of your contacts are all the same. That is why we have developed the Organizations and Groups features!

Groups – segmenting your contacts into different groups can greatly facilitate and optimize the way you do business. Identify specific needs and wants of your various clients and then group those into clusters. This way you can send specific groups targeted messages that resonate with them!

Organizations – Maybe some of your contacts have more of a corporate or business character? We have accommodate this tool as well! Fill in the appropriate fields and whizz through your organizations’ contacts with ease! Work smarter, not harder!

Create an Email Campaign

Email marketing is a powerful tool and a great way to attract, retain and present offers to your customers - InTouch offers you a simple and efficient way to do this.

Whether its latest news and updates, a new case study, a new product release or just to say hello, sending campaign emails from InTouch is an easy-to-execute and powerful feature!

Simply create your content, select the groups and contacts you would like to send it to and voila! Then sit back and follow your progress using the reports feature where you will be able to see how your emails are performing, how many have been opened etc.

Create an Automated Campaign

Would you like the system to work while you sleep? Well then we have the thing just for you!

Schedule automated emails and save yourself the time and effort of performing a repetitive task! Simply create the follow-up emails that will be sent sequentially and automatically to your subscribers over time.

It’s a great way to keep in constant contact with your audience over time and without you having to do any extra work beyond the time and effort that you need to invest up front to write the emails.

Create a Web Form

Web Forms are few lines of code you generate from the system and then you place it onto your website. Without these forms, lead generation simply can’t happen. They are a great way to capture new contact information which is then imported directly into your database!

Simply select the fields you would like your new subscribers to fill in and that’s it!

Please remember to keep it simple, you want to make it easy for your customers to relay information to you in short and sharp steps.

Create a Survey

Getting a handle of how customers view your product, support and brand is invaluable. That is why, successfully utilizing customer feedback is a must for any company looking to navigate the treacherous waters of today’s business world.

Understanding your customers and improving your offering must be an all-time priority. And being dedicated to helping you grow and improve, we have provided with just the tool for that! Create surveys seamlessly, send them to your contacts and that’ it!

In addition, you can make use of the reports, where the information is compiled and analysed. Understand your contacts desires, what they need and want, attitudes towards your business and offering. We all want our customers to have a great experience when they visit a location or buy a product but you’ll never know unless you ask them!

Create a Lead

A lead is a potential customer, someone who is interested in your offering, someone who still needs to be qualified or disqualified through your sales process.

InTouch allows you to have an overview of that each and every Lead or Sale to ensure that you will never miss an important stage in the process or know exactly which stage of the sale you are at.

Once the lead is created, you can easily edit and update the information. All you have to do after that is follow up and navigate the lead through the process so that you turn it into a sale! So simple, isn’t it!

Create a Calendar Event

We understand that as a business owner you are constantly inundated by tasks waiting for your attention. Returning calls, attending meetings and tracking appointments are only a fraction of your day-to-day responsibilities.

To make your life easier, we have developed our calendar tool where you can schedule meetings, record calls, set reminders and keep track of your everyday tasks.

What is more, there is a master calendar option, where you can see everybody's tasks and events.

Create a Task

Are you one of the many business owners who starts each day by scribbling a little To Do list only to lose it half an hour later or to find out that you have gotten carried away with other more pressing matters and you haven’t really done any of the things you needed To Do? Not any more, you are not!

With the tasks area of the system, you can put that list together and get IT to remind you of what you need to do and when, whether that is via email or sms it makes your life easier and more importantly, more organised.