Tips and Tricks | TigerLRM

Leveraging Copy Merge Fields for Success

I see you’ve been using auto follow-ups (AFUs) and mass emails to make moves and ensure that you’re following up with your prospects. It’s working so far and it looks like your able to reach more people than you were before by typing each email individually, over and over.

March 21, 2023

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Playbook: You Do The Math...

Yanno, the little thing that contains all the strategies and processes for your team…where’s yours?! At TigerLRM we understand that every organization needs a centralized place where they can find key information that helps them do what they do best. Hunt & Close! When we put on our lab coats and did a little research? We found that so many organizations have strategies and processes which they share with their teams during meetings, in clunky emails and tree-murdering print outs.

February 23, 2023

Tips and Tricks

Creating Auto Follow Ups in TigerLRM

So what exactly are “Auto Follow Ups” (AFU’s)?? Auto Follow-Ups allow you to pre-schedule a series of emails and text messages to go out to a lead or contact in the LRM. Have you ever had so many follow ups to do that you started looking into human cloning? Well, this is a much more cost effective and less complex option.

February 22, 2023

Tips and Tricks

How to Send SMS Messages in TigerLRM

Messaging is the way business is done now. If it isn’t SMS it’s Whatsapp. If you’re ready to start sending SMS in TigerLRM watch this video on how to do it. But first, you need to sign up for it if you haven’t already CLICK HERE to learn how to get SMS in your account. Then watch this video on how to use it. Of course, if you have any questions you can contact your CST member through email, TigerDen and now, speaking of Whatsapp, that too!

January 17, 2023

Tips and Tricks

Search Records

TigerLRM offers an easy way to search and filter through all of your records by using the search bar located at the top navigation of the TigerLRM website. Use this bar to search all of your leads, contacts, accounts, and opportunities with just one click. All information requested will be displayed on the same page so you can have a mapped view of all your results separated by name, type, phone, and other relevant information per outcome.

January 16, 2023

Tips and Tricks

Ever wonder how to unify your team and help them understand all your company’s tools and best practices?

Our playbook at TigerLRM allows you to structure your business by incorporating sales tips, best practices, and helpful materials right at your fingertips. Your team won’t waste any time trying to find information, including new and existing policies, company and product updates, collateral for sales teams and clients, and more. A centralized location to hold essential information and insights for your teams will significantly assist them to do what they do best: Hunt and close!

December 21, 2022

Tips and Tricks

New Custom Fields & Relationships

Are you getting the most out of Custom Fields? There are many ways you can take advantage of this feature at TigerLRM. You can add custom fields to leads, accounts, contacts, and opportunities to ensure your sales team is capturing all mission-critical data. Find it under Administrator > Custom Fields and change how your organization records ratings

December 04, 2022

Tips and Tricks

Task Reminders

You know you need to call John and email Gerry, but also need to make sure you are at that meeting today with Lisa! You got so many things on your plate and sometimes you just forget what you need to do. It sounds like you need to use TigerLRM’s “Task Reminders.” This feature will help you stay organized and be sure you accomplish your goals every day

December 02, 2022