http://www.thesaleswhisperer.com/blog/sharpspring-crm

http://ReferWes.com

http://BestCRMForMe.com

 

• Alexander Lalonde
• Health, wellness, beauty, spas, tanning, waxing
• Mobile-friendly booking engine
• Can be white-labeled via their API
• Operates like an airline
  • Resource-based
  • Time
  • Employee
  • Price
  • Realtime
  • Tiers / exerience level
  • Level 1 PCI compliant
    • Take a deposit
    • Hold credit card
    • Pre-pay
    • Accept cancellation policy
• 33% of Millenials will never pick up a phone to book a reservation
• 70%+ of traffic is on mobile
• "Match or beat" merchant account policy with three partners
  • Clover Mini card-swipe
  • Client-facing terminal (Chip-reader, Apple Pay, Tip, Receipts)
• Use Booker's tab for Walk-Ins
• Same framework as Google Calendar
  • Add manually for call-ins
  • Added to CRM
  • Staff notified based on their preferences
• Pre-check-in feature
• Set-it and Forget-it reminders (email and text)
  • Frederick
    • Acquired 18 months ago for 2-way texting
    • Smart marketing / rescue lost customers
    • Setup suggested services
    • Do a drip campaign with discount thresholds
    • Smart AI to learn from the interaction of the customer
    • Full email blasts
    • Feedback and reviews
    • NPS—Net Promoter Scores
• Side panel for fast check-in and check-out
• SaaS / Cloud-based
• Apple and Android apps with branded apps if interested
• Saves credit cards securely, which streamlines membership subscriptions
• Full-featured CRM
  • Profile photo
  • Progress notes with date and time stamp
  • Appointments
  • Orders
  • Purchases
  • Segment your list
  • Customizable fields
    • Basic
    • Standard
    • Plus (best if you need intake forms with custom information)
  • Staff
    • Salary structures
    • Schedule
    • Time clock
    • Payroll (access granted to contractors)
  • Products
    • Vendors
    • POs
    • Inventory levels
  • Reports / Business Intelligence
    • Easy, informative dashboards (run on mobile)
    • Customer App
    • Direct interface to Google
    • Yelp
    • Facebook
    • Referrals
    • Groupon
    • Magazine Ads
    • Newspaper Ads
• Month-to-Month contracts
• Less than a typical cell phone bill
• Embrace the change! Get off of pen and paper and get on Booker. 
  • You get the onboarding help you need