How to add employees to the Better Story Marketing OS
A guide to add team members to your Better Story Marketing OS
As your business grows, it's crucial to ensure your team fully integrates into all your tools and processes, including your CRM.
Adding a new team member does not simply add their information to the OS. This will determine their user access level and provide the opportunity to coordinate calendars. Integrating your team’s calendars will enable you to keep track of appointments and designate specific calendars to the necessary people.
Whether you're a seasoned entrepreneur or just starting out, this guide will equip you with the knowledge and confidence to make the most of your Marketing OS by fostering a collaborative work environment.
How to Add New Team Members to the Better Story Marketing OS
Adding team members to your Marketing OS is pretty simple. Here are the steps
- Log into the Better Story Marketing OS
- Select the Settings from the bottom left corner
- Select My Staff from the left side menu
- Select Add Employee from the top right
This will open a window with many options to configure your new team member's account.
You may not need to make changes in all the categories. The essential parts will be User Info, Permissions and Roles. They will determine how much access they have within the OS.
Pro Tip: If your employee(s) uses Google/Outlook and integrates their calendar to their account within the OS, you can coordinate calendars.
Setting up your team for success
As a small business owner or an entrepreneur, having a reliable CRM (customer relationship management) system is not just an option anymore. It is essential to keep a record of your customer's interactions, structure your sales process, and analyze your customers' data to generate meaningful insights and make informed business decisions.
With a new CRM in place, it's time to get your team on board so that everyone can be aligned with the company's objectives. So, how can you effectively coordinate with team members in your new CRM?
Here are some tips to get you started.
- Train your team: Before using a new CRM, it's important that everyone undergoes sufficient training. Having good knowledge and understanding of the software will help your team members use it efficiently. You can provide training through video tutorials, webinars, or hands-on activities. Encourage your team to take notes during training and have a reliable resource or support system available to help with follow-up questions.
- Customize the CRM based on your business needs: Before adding users into the CRM, make sure that the software is tailor-fit to your business needs. You should customize the CRM to reflect your sales stages, business process, and unique terminologies. Doing so will help your team members navigate the software efficiently, leading to better collaboration, more productive workflows, and more data-driven decisions.
- Foster effective communication: Good communication is essential to ensure effective coordination among team members. Encourage your team to use the CRM's note-taking system to write down comments and feedback on customer interactions. It will help everyone stay up-to-date with recent developments, avoid misunderstandings, and maintain accountability.
When you're set up we you can trust in the power of a CRM like the Better Story Marketing OS to take your small business to the next level, and let your team reap the benefits of modern technology.
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No more stringing together a hodgepodge of tools that only sort of get the job done. Instead, it's time you experience marketing that runs the way it should without you having to babysit it.
Identify key areas where marketing automation can help you reach the goals of your small business or nonprofit.
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Incorporating your team into your Marketing OS is pivotal in scaling your business. It not only enhances communication and collaboration but also ensures everyone has access to essential customer data, thereby improving the efficiency of your operations.
Action Plan
Remember, every new tool or process might require a bit of a learning curve, so patience and continuous training are key. The benefits you'll reap regarding productivity and customer satisfaction will be well worth the effort.
If you haven’t already signed up for a free trial of the Better Story Marketing OS and set up your new calendars. If you need help, just book your Marketing OS Onboarding Session.
Frequently Asked Questions
Marketing Automation
What is marketing automation?
Marketing automation is the use of software to automate repetitive marketing tasks. This includes email marketing, social media posting, and ad campaigns, allowing businesses to nurture prospects wit
Why should a small business use marketing automation?
Marketing automation can save time and increase efficiency by automating repetitive tasks. It can also provide valuable data on customer behavior, helping to refine marketing strategies and improve c
Can marketing automation help with customer retention?
Yes, by providing personalized content and timely communication, marketing automation can help nurture customer relationships and increase customer loyalty.
Is marketing automation expensive?
The cost of marketing automation tools varies widely, and many offer scalable pricing based on the size of your business and specific needs. Some tools offer free versions with limited features.
Does marketing automation make marketing impersonal?
While it does automate certain processes, the goal of marketing automation is to enable more personalized and targeted communication by understanding customer behavior and preferences.
