Onboarding

Getting Started – Day to Day use

A Practical guide to getting started with popcorn and how to y

What this Video will show you.

A practical guide on how you and your team can use popcorn CRM to ensure you never forget to follow up on an opportunity and always know where they are in your process.

Add your contacts
Add a note, reminder and tag your contacts up
Use the popup to see everything about a contact in just 1 click
Create a simple pipeline that allows you to progress your contacts along a pipeline
View and manage all your reminders
What Support do you offer
How to use popcorn CRM on a daily basis – 2 minutes

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What this page will show you.

What our Customers say...

We can tell you how good popcorn it, but this is why our Small Business customers love us…

Since using popcorn’s measurable data we have managed to increase business levels from 1,750 to 6,386 cases last year. They have also more than ‘doubled the number of completions in the last 5 years and attest a huge amount of that to the simplicity and intelligence of the popcorn system.

We get the results we want, in the quickest and most efficient way possible!

...It allows me to gain control over my sales process and keep in active contact with all of my customers and suppliers. Being able to email and track activity directly from popcorn gives me the intelligence of knowing who to follow up with and when.

Over the next 2 months popcorn delivered new sales (185:1 ROI) and a reduction in stress as I was able to predict exactly who was engaging. This then freed up a working day each and every week.

Everything about popcorn is so simple yet effective. It’s exactly what we need…

We were able to start using popcorn immediately, allowing us to organise all our data in one place, easily segment and communicate with the different customer groups, automatically track and target prospects.

It was really easy to transfer our data from HubSpot, and popcorn’s customer support was amazing! Now we no longer have to worry about forgetting anything or using our CRM, because popcorn is so simple to use.

Steve was able to use popcorn's ‘really easy to use drag and drop editor’ to create powerful emails himself. Then using the simple filters, he could quickly segment his contacts to send targeted emails in a fraction of the time it previously took.

Dashboard & Contact Popup - 11 minutes

A quick walk through of how the basics in popcorn, including a solid overview of of the contact popup, which is at the heart everything in popcorn.

Adding Contacts (Manual & Import)- 4 minutes

Covering the 2 ways to add contact to popcorn CRM – via the importing tool and manually adding contacts via the popup window

Pipelines - 4:30 minutes

What are Pipelines and how you can use them to manage your contacts down a simple and visual process.

Reminders - 3 minutes

What are reminders in popcorn CRM, how to add, manage and use them in both CRM and Prospecting accounts.

How to use popcorn CRM on a daily basis - 2 minutes

A practical guide on how you and your team can use popcorn CRM to ensure you never forget to follow up on an opportunity and always know where they are in your process.