RocketLevel implements Lite CRM which is used in conjunction with Marketing Journeys to bring aboard customers.
CRM stands for Customer Relationship Management. RocketLevel implements Lite CRM which is used in conjunction with Marketing Journeys to bring aboard customers, whether they’re brand new or returning.
RocketLevel’s Lite CRM adds and tracks contacts as they interact with forms, emails, and landing pages. Once a contact is in the system, you can effectively communicate with them to push them further along the buyer’s journey. The thing about Lite CRM is that once the contact is through the door, we don’t interfere with client intake, project management, support, or other operational tasks.
The basic components of Lite CRM include contacts and tags, custom fields and field groups, and custom lists. Once you’re in the RocketLevel app, you will be able to access all of these components under the Contacts link on the sidebar on the left. Once you click the Contacts link, a drop-down menu will appear with the following links:
- All Contacts
- Custom Fields
- Custom Field Groups
- All Contacts allows you view all of your leads and lets you add a lead manually or add multiple leads via importing a CSV file. You can do many things under All Contacts, such as view contact info, see marketing journeys, and see the history of the contact (e.g., emails sent to particular contact).
- Custom Fields lets you customize the information that you want to collect on a lead. For example, let's say you want to collect social media profiles in addition to the basic information such as name, address, and phone number. You have the ability to add the social media handles as a custom field.
- Custom Field Groups allows the user to organize the custom fields into logical groups such as “Address” or “Social Profile.”
- Tags can be used to distinguish a contact. For example, if you notice that the contact exclusively wears purple socks and you plan on having a purple sock convention, you can tag the client (and other purple sock wearers) as “Purple Socks.” This way, if you only want to contact people who wear purple socks, those particular contacts will be the only ones you will be reaching out to.