Using Zoom for meetings with prospects and clients?

If you want to seamlessly integrate everything you’re doing on Zoom with your CRM, for FREE, read on…
  • Calendar booking links to setting up meetings
  • Register people in your CRM for Zoom meetings and sent them the meeting link
  • Use a simple poll to record who shows up to the Zoom meeting
  • Allow customer to select recurring Zoom meeting (daily, weekly, monthly)
  • Allow customers to reset their preferences for attending Zoom meetings
  • Follow-up with prospects and customers who have registered for your Zoom meeting

Read on to discover how you can get all of this, for FREE…

More people have used Zoom Meeting in the last month than they have the nine years the software has been available.

And if you’re one of them, you’ll know how incredibly effective is can be for communicating with clients and prospects.

Many, many businesses have pivoted online in the last few weeks, and if you’re one of the business owners who’s either starting using Zoom out of necessity, or because you’ve seen an opportunity, then the chances are you’ll want to make your use as effective as possible.

Using Zoom Meeting Basic is FREE, but that has some challenges you can overcome.

Here’s the problem with Zoom…

Out of the box, Zoom Meeting is a great product. The basic version is free. But it doesn’t do everything you’d want it to:

  • It doesn’t give you the ability send automated and custom communication to your audience, based on which meetings they have registered for.
  • It doesn't provide a registration process.
  • It doesn't automatically tell you who has attended your meeting
  • Zoom is great for engaging with leads, but once your video meeting is done, you won’t know who’s hot and who isn’t.

…and here’s the solution

The truth is that Zoom is very good at what it’s designed to do.

But if you’re using it to engage with clients, and market your products and services to potential new customers, then you’ll need to use something else to make it really effective.

With the right customer relationship management software in place, you can seamlessly and automatically pass all of the valuable data you collect in Zoom into that software, and:

  • Send bespoke communication to your audience, based on their preferences
  • Poll your attendees mid meeting and record their answers
  • Easily discover who your warmest leads are 
  • Dynamically follow up with attendees, and encourage your audience to watch a replay or book another meeting

The benefits of integrating Zoom and your CRM properly

Right now, a lot of people are using Zoom. But because they’re using it as a standalone product, they’re not able to make the most of the powerful engagement they’re getting from it

When you integrate Zoom into everything you’re doing, whether client delivery or marketing activity, you’re able to supercharge your client engagement, as well as your lead generation and nurture.

What’s the next step?

While Zoom Meeting (Basic) does not have any integrations built in, with a little bit of creativity and set up we can use Keap® or Infusionsoft™ to automate your customer service.

And if you’ve already got either of those applications, then all you need is a bit of know how to hook the two things together and a campaign that automates the process.

Here’s the good news – we’re offering to do that for you, for free.

(If you haven’t got Keap or Infusionsoft, don’t worry – we’re catering for you too.)

All you need to do is click the relevant button below, and fill in a few details. 

Once you’ve done that, an EXELA coach will be in touch to “push” the Zoom automation campaign into your account, as well as provide you with some set-up instructions so you can get it live and working.

And that’s it – all done – Zoom and Infusionsoft/Keap working together, making it easy for you to keep on top of your prospect and client activity, and helping you make the most of this period.

What about if you don’t have Infusionsoft or Keap?

If you haven’t got either of those applications, then don’t worry – we’ve got you covered too.

We’ll get you set up with a Keap® Pro account, free of charge, no credit card required, and provide you with the Zoom automation campaign that allows you to connect the two pieces of software together.

After 14 days, you’ll have the choice of whether to keep your Keap® Pro account, or to let it go, but you WILL NOT  be auto-billed or auto-charged.

Claim Your FREE Campaign 

Select your situation from the options below

I have a Keap® Application

Smashing.  

In order to "push" the campaign into your Keap® application we just need to know which application and that we have confirmed your consent to do so.

Here is what we need

1) Make sure that support@exela.co.uk is set as a partner in your application. (https://help.keap.com/help/add-delete-a-user-or-edit-role)

2) Fill in the firm below, providing your application name (the part "xy123" in your browser bar https://xy123.keap.com)

3) We will push the campaign.  It will appear in your campaign list as unpublished

4) Enter the campaign, follow the set up instructions and/or book a call with an EXELA coach to help you and publish the campaign


That is it, "simples"

I have an Infusionsoft™ Application

Great.  

In order to "push" the campaign into your Infusionsoft™ application we just need to know which application and that we have confirmed your consent to do so.

Here is what we need

1) Make sure that support@exela.co.uk is set as a partner in your application. (https://help.infusionsoft.com/help/add-a-partner)

2) Fill in the firm below, providing your application name (the part "xy123" in your browser bar https://xy123.keap.com)

3) We will push the campaign.  It will appear in your campaign list as unpublished

4) Enter the campaign, follow the set up instructions and/or book a call with an EXELA coach to help you and publish the campaign


That is it, "simples"

 

I would like a Free Trial of Keap® Pro

Awesome

Let's get you sorted out with a FREE Keap® Pro application with this campaign pre-installed.

1) put your details in below so we can communicate with you

2) When you submit this form you will be taken to a Keap® 14-day FREE trial sign up page.  There is no credit card requirement.  Fill in that form and you will immediately have a free app with the EXELA Zoom campaign pre-installed.

3) By the time you have done that we will have sent you an email with a link that you can use to book a time with an EXELA coach who will get you all sorted out to use the Keap® application.  

4)We will provide you the complimentary training and support you need to get going with Keap® 


We hope you have a great time, see the value and join our little family of 120,000 small business users.

Who are EXELA

Since 2001, EXELA has been transforming the way businesses use technology to grow.

Based in Cheltenham, UK, we help our clients use technology that improves processes, saves time, generates leads and makes more sales, as well as providing fantastic customer service.

Over the years we’ve worked with 5500 businesses, won over 13 awards and been the premier deliverer of Infusionsoft and Keap training in the UK.

If you’d like to find out more about how we can help your business, call us now on 01242 375000.