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Getting Started with the ASNSPARK! CRM – Logging In – Navigation

Tutorial: Home Care CRM for Sales, Marketing, & Recruiting. ASNSPARK! Tutorial on Logging In and Navigating Different Areas of the Home Care CRM Account.
Home Care CRM ASNSPARK GET STARTED
Home Care CRM ASNSPARK GET STARTED

ASNSPARK! CRM – Get Started Video 12-2021

Tutorial: Home Care CRM for Sales, Marketing, & Recruiting. ASNSPARK! Tutorial on Logging In and Navigating Different Areas of the Home Care CRM Account.

CRM Login: https://app.approvedseniorcareCRM.com

Full Transcript:

Hi, this is Valerie with Approved Senior Network. I am going to go through how to sign in to your ASNSpark CRM account. And I’m going to go through a few of the different tools that will be important to you as you get to know this CRM. The first thing you’re going to want to do is to go to app.approvedseniorcarecrm.com. I will make sure that is with this video so you don’t have to guess at this. And then you’re going to put in your email address and the password that you were given.

I have to change mine a little bit, because that’s not exactly right. And then you’re going to hit sign in. When you’re on a new browser or in this case, I’m in incognito mode. Most of you won’t be that, but if you’re signing in from a new computer or a new browser, it’s going to ask you to send a code either to your email address or to your phone. I recommend sending it to your phone. It’s faster and easier. Your phone’s probably sitting right in front of you.

Usually, we have already asked you for your cell phone number so that you can do this right away. this is called two-factor authentication. And it’s because we have a lot of sensitive data inside the CRM. Once you do this on the primary computer that you use every day and your primary browser, you shouldn’t have to do it every single time. I get a text and it says 842898. It’ll be different every time. All right. Now I am logged in to the CRM and I am going to switch. You guys won’t see this part. This is my view as an admin. I’m going to switch to my account so you can see what that looks like.

Okay. So we have a new set of navigations here. And I’m going to go through some of those. The first thing I want to point out is this is your dashboard. And for most of you, it’s not going to have a whole lot of information in it. Although, I would encourage you all as you start using the CRM to get familiar with tasks. And if you were to change and look at somebody who does use the tasks like Bob, you can see that he has a lot of tasks in here. And as he completes those tasks, he just checks them off. But he uses this to kind of schedule his day, and that’s really helpful.

I, on the other hand am not using tasks as much. I use the support desk and my calendar. So in order to watch these video tutorials, you’re going to want to click on video tutorials as soon as you log in. It will take you to our support desk. It will open up in a new window and you can watch support videos. And then if you want to get support, you just click on that button. And here it is. It says, “Submit a request.” You can sign in if you’re a frequent flyer. And you have a username and password, you can go ahead and sign in.

But submitting a request, all you have to do is put your email address in, your subject, your description, and you can attach any files you want here and then hit submit. And we’ll be right with you. All right. So video tutorials and get support. We’re going to go down this navigation right here, and I’m going to show you some of these things. I’m not going to go through everything right now. I will do that on different videos. Because as each of these items has its own set of instructions.

First of all, you should only see one or two accounts here. Some of you have more than one office. And if you do, then you’ll see a few things listed here. You can switch between accounts. Most of you will only have one. Quick actions, here you can add a contact. So if you want to add a new contact really quick, you can just click on that and then hit save. And that new contact will be in there. If you want to create an appointment with a contact, maybe you’re using the recruiting system and you need to quickly add an appointment, you’ll need to pick the calendar that you want to create this appointment on.

So if you’re using recruiting, you might have phone interviews and in person interviews or something else in here. So you’re going to want to make sure you switch to the calendar you want to use and then go ahead and fill in that information. The other one is create an opportunity. So when you create an opportunity, that means you can add in your contact information. An opportunity is the same as a lead or a recruit. So you can pick the opportunity name, you can select the pipeline you want them to be in.

And so this is probably more for recruiting or if you are good at using the system and you want to add a new lead to the system and put them in a certain place in your pipeline, you can do that. So quick actions are right here. Get support, this is the same as this purple button. So get support and get support are the exact same thing, will take you to the same place. Launchpad. We have disabled much of this, but you can add another team member here.

So if you click add, you can type in their email address and send an invite to a new user. This would be somebody on your team who needs to access the CRM. We do not have a limit on how many users and we do not charge extra for users. Just be aware that that person will have access to everything inside the CRM, unless you change their permissions. If you need help with that, we’re happy to help you. If you need to remove someone, we’ll talk about that in another video. Now we’re going to go back to your dashboard. This is where you came in. This is what you were on when you logged in. This is your landing page. Again, there’s probably not going to be you a whole lot here.

I mean, there is for us because we use it all the time. Some of you may be able to see Google ads or Google my business information or Google analytics. So some of you may have some of this data available to you. If you’re just doing recruiting with us, you probably don’t see any of that. And that’s okay. I also have different views than you have so I may be seeing more. All right. So the next thing we’re going to look as conversations. Basically, this is just all the conversations that have happened inside the CRM for any contact over the last few days or in this case, all.

So you don’t have to do anything here right now. I’ll come back to this later. Calendars. Any calendars that you have inside set up. This is mainly for recruiting, but you can use this calendar for anything thing you want, including lead appointments, things like that, but also recruiting. You’re going to want to make sure you’re on the right calendar. So you would want to pick the calendar that makes sense for you and not just leave it. If it’s your calendar, that’s fine, but you may have a team calendar. So we’ll talk about that later.

Contacts, this is literally where all of your contacts are. So you can see here, we have a lot of things across the top. Smart list is really where you want to be. And this is a list of my smart list. And you may have a list of your own smart list. We’ll talk about this later. So if I want to see my customers, I can go here. Bob’s leads, I can go here. If I want to see everybody, I can go here. Opportunities. Opportunities are the same as leads or recruits. Now for a long time, this is a new sidebar here, leads and recruits, that was the name of this. And if I can change it back to leads and recruits, I will. But it’s also are called opportunities.

And so this is your pipeline. These are buckets that you can put people in. So we have lots of different pipelines. You may have lots of different pipelines because you are using recruiting. If you’re not using recruiting, you may not have as many pipelines, but we’re going to talk about that in another video. Payments, you may not even be able to see payments. You typically don’t pay and will not take payments through this system. So if you can see that you will ignore that. Email marketing. This is how your forms are built. I’m sorry, how your emails are built and where your newsletters are sitting.

So you can see your newsletters. If you’re on email builder, all of your newsletters that we create for you are here. Please don’t delete those. You can see templates, trigger links, HTML builders, lots of things here. We’ll talk about that in a different video. Automation, automation is where your workflows are created, which means how to get people from one thing to the next. And then campaigns triggers and all of those other kinds of things that we work with every single day.

You may not see this. And if you don’t, that’s okay, you don’t need to mess around with them unless you’re an advanced user. And then if we go to sites, you can see all of your funnels. If you have a website that is in the system, which zero of you have that right now. But you may have a landing page for Google ads, you may have a recruiting center set up in here and that’s all okay. And this is also where we create your forms. This is also where we create survey forms.

So if you wanted to look at all your form submissions, you could click on forms, submissions. And in a minute, this will load and you’ll be able to see all of them. We’ll talk about that in another video. And then the last tab here is. [inaudible 00:09:34] second to last tab here is reporting. So if you want to look at your Google ads, if you’re in that program, you can see them here. I prefer to go straight to Google ads. I think this is not an intuitive report, but you’re welcome to look at it. If you have Facebook ads running, you should be able to see them here.

Attribution report means that you can see where people are coming from. Call report is usually an important one. This is where you can see all of the incoming and outgoing calls, and you can figure out how many were leads if you’re using the leads. This for leads. If you’re using it for recruiting, you can also see your incoming and outgoing calls for recruiting. Agent reporting means that you see what kind of actions all of the people that are using your system are taking. So how many total leads, how many texts I sent. How many emails I’ve sent. And some of you, this may not be a big deal at all.

And then appointment report, you can see how many were booked, confirmed, showed, no-showed and canceled. And you can do this by date. So you can just kind of get a feel for how many, and especially with recruiting, how many of your phone interviews or in-person interviews are booked, confirm, showed, no-showed. So it gives you an idea of some numbers. So this is all reporting. The last tab way down at the bottom and that’s called settings. In under settings, you can make some changes here if you’re an admin. A couple of things that I recommend, make sure you have a logo.

We usually do this all for you. So you shouldn’t have to worry about it. Under general, we’ll talk about this all later to, but I would not allow duplicate contents. Do not. Contacts. Do not check this, it will make a mess. But some of these other ones we do have as enabled because they do make sense. And trust me, we’ve tested them all. Under settings you have business info, company billing, my staff, pipelines profile, all these other things.

So some of this you will never need in a million years. And some of it you will. But information, we’ll go through all that information on another call. So let’s go back. So this is, if we go back to dashboard, this is where you’re going to end up. And the most important piece of this is to know where your contacts are located and your smart lists. So that’s all I have for you right now. I just wanted to give you a little tour. We will go through all of these things in different videos. Thank you so much and enjoy playing around in the ASNSpark CRM.

 

Valerie VanBooven RN BSN

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