Training Resources for Surefire CRM
The following videos provide “How-To” insight on setting up Surefire CRM for the first time.
Spreadsheet Cleansing for Database Uploads to Surefire
This video provides a short overview of how to clean your spreadsheet prior to the sheet being uploaded into Surefire to ensure quality and clean data is input into your customer database.
Manage Your Company Brand and Licensing
This video provides a short overview of how to manage your company information within your Surefire account, such as company logo, licensing, and other branded content.
Manage Your Surefire Profile
This video provides a short overview of how to manage the information within your Surefire profile, such as licensing, title, mobile number, headshot, and more.
Integrating Your Social Accounts
This video provides a short overview of how to integrate your Facebook and/or LinkedIn accounts with your Surefire profile. Once integrated, you can send social media deployments through Surefire.
Utilizing Search Groups
This video provides a short overview of how to utilize search groups to conduct deployments and add the contacts to an email drip campaign or custom workflow.
Managing the Notification Center
This video provides a short overview of how to manage the Notification Center within a user profile. Automatic notifications can be enabled daily or weekly to receive an email about birthdays, deployments, opportunity alerts, and more.
Adding Contacts to a Workflow
This video provides a short overview of how to add a contact to a workflow. Automated workflows can be utilized to stay in touch with prospects, past clients, and more.
Send a Written Email to a Contact
This video provides a short over of how to send an email to a single contact. This email is able to be written within Surefire and sent to the particular contact “One-To-One.”
Send an Email Deployment Blast
This video provides a short overview of how to send an email deployment blast to many contacts.
Subscribing to Recurring Deployments
This video provides a short overview of the available Recurring Deployments within Surefire, how to subscribe or unsubscribe from these Recurring Deployments, and how to build an email audience.
Reviewing Scheduled and Past Deployments
This video provides an overview of the Surefire Deployment Center, and how to review scheduled and past deployments for compliance
Distribute Surefire Forms to your Website
This video provides a short overview of how to distribute Surefire forms and landing pages to your website to collect lead information to be added to your Surefire database.
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