Get acquainted with Surplus Systems CRM through this detailed overview. Learn about its key features, functionalities, and benefits designed to streamline your marketing, sales, and customer management processes. This article provides an in-depth look at how Surplus Systems can empower your business to achieve greater efficiency and success.
1. To begin the Surplus Systems Overview, click Start Here.
2. You may login your email here to access the onboarding videos and click on Login to Onboarding button.
3. After, click on "Training Videos".
4. You can check helpful articles in this area if you want to view a step by step process of the specific action or matter.
5. Next, click on Contract Training
6. You can check training help articles regarding Contracts Training.
7. Then, click on "Home".
8. You have so much to see within Dashboard!
9. Click on the Power Dialer.
10. Here are your list of contacts that you can reach out using the dialer.
11. Next, click on Chat Menu
12. This is your inbox. All emails and SMS will be registered here.
13. Within chat menu, you can access as well your message templates for a quick response to your customer.
14. After that, click on the CRM.
15. This is your contact list
16. Under CRM, you can also access Bulk Actions
17. These are your bulk action processes in your account.
18. After CRM, click Deals.
19. You can see your leads listed here.
20. Pipelines can be found here as well.
21. Next, click Tasks
22. This is where your "Task List" is located.
23. Click on "Contracts".
24. Contracts is basically a payment tab wherein you process payments, subscription, orders, products, etc.
25. Click here for templates.
26. You can add email templates, email snippets, trigger links and so on.
27. Following that, click on Automation.
28. In this area, you can see your "Workflow List".
29. Other than Workflow is Content AI.
30. Content AI Settings
31. Then, click on Websites.
32. Websites menu consists of funnels. websites, blogs, forms, Surveys, etc.
33. After Websites, click Usage Fees.
34. Check Usage fee details here!
35. Click on "Surplus Tools".
36. You can use these free tools in Surplus Systems.
37. Next, click on Earn 20% Menu.
38. You can leave us a review here and earn 20%.
39. Click on "Error Codes".
40. These are the list of error codes that you can check whenever you encounter one.
41. Next, click VA Course
42. Register your VA to get free VA Courses.
43. Next, click here to access support menu
44. You can always check an available help article that will guide you with the process.
45. Or you can reach out live support for a quicker resolution
46. Next, click on the Trained VA Menu
47. We'll help you find and train VA's to do the work for you!
48. Just fill out this form and proceed to Step 2 to continue the process.
49. Next is Calendars
50. You can set appointments, plot schedules and configure Calendar settings and so on!
51. After Calendars, click on Team Hub menu.
52. You can access Courses, Communities and Certificates here.
53. After that, click KPI Menu
54. This is where you can view your online and social media reports!
55. Next, Mobile App Menu
56. Download connected applications with Surplus Systems
57. Utilize Search Bar here
58. Search specific menu over here!
59. Click here to open Phone Dialer
60. Dial Phone number here and quickly do the call!
61. Afterwards, click on Notification Icon
62. List of Notifications can be viewed here!
63. Lastly, click on Profile.
64. See menu here for more options.
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Surplus Systems CRM: A Comprehensive Overview | SURPLUS SYSTEMS
