Interested in learning more about Streamline CRM? Take a look at some of our most frequently asked questions and find out how you can get started with Streamline CRM today!
A: If you’re on an Active Streamline Contract (not expired), the CRM is free and included.
A: Existing customers can sign up for an activation demo. You’ll go through the basic training materials and go live with the next scheduled wave of customers. If you’re not currently a Streamline customer, learn more about the CRM by signing up for a free demo.
A: A robust email/document system allows for drip marketing campaigns and uses many document triggers from within Streamline. You can also use the dynamic list feature, which is integrated with MailChimp and Constant Contact.
A: Yes, there is reporting to easily track conversions, revenue generated and total leads from specific campaigns. You will also be able to track cost per call (CPC), cost per order (CPO), and ROI. This allows for more accurate A/B testing.
A: Yes, with Streamline’s robust contact management system, you’ll have no trouble searching, segmenting, and exporting your contacts.
A: Yes, we offer a full lead management area and provide many reports as well as a CRM Pipeline graph.
A: Yes, the Homeowner Acquisition feature allows you to create custom queues for your business’ individual pipeline as well as owner communication through emails and text.
A: Yes, an owner inquiry form can be created on your website which will feed information directly into the Streamline CRM.
A: Yes, we provide reporting that shows gross revenue, room revenue, campaign and referrer link (if applicable) per sales agent.
A: Yes. You are able to set an investment/budget for each campaign. The Campaign ROI report will provide the lifetime value for you.
A: Yes. The StreamPhone system allows you to listen to calls, create custom scorecards, and score calls.
A: Yes. The CRM will provide the number of inbound and outbound calls per agent as well as the number of calls scored and the average call score.
A: Yes. Reporting is provided on leads, sales agents, units, revenue, occupancy, and more!
A: Yes. The CRM allows you to set goals for each sales agent for the current and following month. You can easily view the entire team’s progress toward their monthly and quarterly goals.
A: Yes. When managing a lead or guest reservation, you are able to schedule tasks for the team or individual agents. Agents can then view what tasks they have for today and the future.
A: Yes. All email, phone, and text communication is accessible from one dashboard.
A: Yes. The Quick Blast feature allows you to filter your list of leads and send a custom message or a templated email or text.
A: Yes. The CRM provides an area for sales agents to see unactioned emails, unactioned leads and tasks, as well as their progress toward goals and revenue generated.
A: Yes. There is a Guest Upload feature allowing you to import historical guest data.
A: The new CRM has a seamless API integration with Ring Central that delivers a variety of great features. This includes our call pops, call recording, phone number/source attribution, call statistics, and more! Bringing together a best in class vacation property management software with a leading softphone solution is a perfect fit.
Are you ready to get started? Your all-in-one software solution is here. Whether you’re already a valued customer or new to Streamline, schedule a demo to preview the CRM today!