CHIME 101: Dashboard Overview & CRM Settings
MEET THE HOST CHIME Support - For Technical Issues/Questions and Agent Point of Contact help.chime.me | support@chimeinc.com | (855) 981-7557 Please note: Technical issues/questions should be directed to our CHIME Support Team for the most efficient and timely resolution. Jessica Cooper Customer Success Manager
AGENDA ● Agent CRM Setup ○ Dashboard ■ Lead Score Opportunities& ○ Help Center ○ Profile ○ CRM Settings ● Open Q&A ● Next Steps/Homework ● Resources
AGENT OUTLINETRAINING Training #1 CHIME 101 - Dashboard Overview & CRM Settings Training #2 Lead/Pipeline Management &Activities Training #3 SMARTPlans: Marketing &Automation Training #4 Brand Marketing & Listing Discovery Training #5 Subdomain Overview &Agent Website Demo Training #6 Transaction Management & Reporting Training #7 Conclusion:ADay Inside CHIME w/ the MobileApp
LIVE DEMO
You will receive a recording of this training within 24 hours. Q&A Session
NEXT STEPS & TAKEAWAYS ● Set up your Agent Profile & Preferences. ● Set up Integrations: ○ Email ○ Calendar ○ Zillow etc. ● Watch Lead Score Feature video [2 mins] & Import your Leads (if applicable). ● Download the CHIME Mobile App. ● Watch Chime Fundamental Training videos in the Learning Center [36 mins] (can skip the 46 mins SMART Plan video for now, we will have a separate training on this). ● Watch this Agent CRM Training YouTube video for a recap.
LEAD GENERATION ● Connect w/ a CHIME Digital Marketing Analyst - discuss paid lead options. ● Campaigns tab ● Free Lead Generation tools: ○ Design Center ○ Social Studio - NEW ○ Open House Forms
RESOURCES LEARNING CENTER Fundamental and advanced training programs. Learn how to get started with CHIME so you can work better, faster! CHIME HELP CENTER CHIME’s searchable database includes articles, training videos and step-by-step instructions.Agent CRM Setup & Training Guide & Email Opt-in Status Lead Score & Opportunities CHIME LIBRARY CHIME Library houses a collection of eBooks, webinars & videos, podcasts and infographics. Topics ranging from lead generation & success tips to social media. CHIME YouTube CHANNEL Immerse yourself in all things CHIME, with tips & tricks, industry trends, marketing tips and fireside chats with top real estate industry professionals. CRM-Only Training #1 - Setup Lead Score Feature CHIME USER FORUM FACEBOOK GROUP CHIME's Official User Group. A place to collaborate and discuss general real estate topics as well as the CHIME platform. ● Please do not submit any support tickets here. This group is for agents to network with CHIME users, share best practices and ask functionality questions.
HAVING TECH ISSUES? ● Please consult the Help Center first. ● Email or Chat Support directly. Please accompany all issues/questions with a screenshot where possible. ● 7 days a week from 8am-8pm EST. chime.me I support@chimeinc.comhelp.chime.meI(855) 981-7557 How to Contact CHIME Support
We Value Your FEEDBACK Every Quarter each user of CHIME will have the opportunity to submit feedback. You'll notice a pop-up in your CHIME CRM asking, "How likely are you to recommend CHIME?" We take this feedback to heart. Please take a moment to tell us what you love about the platform or suggest platform improvements. Be honest about your experience as it helps us Weimprove.consider a score of six and below less than Withsatisfactory.anyscore below six, it is CHIME’s policy to directly connect with you to discuss feedback and help improve user experience.
THANK YOU!