LionDesk Product Enhancements: June 2020

LionDesk Product Enhancements: June 2020

In this update we cover 5 of the most popular feature introductions since the beginning of the year including; drag and drop images, branded marketing pieces, recording videos and more.

In this update we cover 5 of the most popular feature introductions since the beginning of the year including; drag and drop images, branded marketing pieces, recording videos and more.

In this update we cover 5 of the most popular feature introductions since the beginning of the year.

Features include:

  • Saving your most used and favorite fields at the top of contact records for easy access
  • Pinning up to 3 comments for quick reference to the most important information about a client
  • Creating visually appealing emails by simply dragging and dropping images
  • Recording and uploading videos to use in emails and texts
  • Branded marketing pieces for direct mail, social posts, listing presentations and more

The LionDesk Team is Here for You

We value your feedback and are excited to bring you new features that help you take your business level.

To stay up to date on all LionDesk enhancements, click here.

Have more feedback on how we can enhance your CRM?

Submit your feedback here

Want to learn more about how to use features? Be sure to join our Office Hours, hosted every Thursday at 10 am PT.

Register Here

5 Steps to Book More Appointments in Less Time

5 Steps to Book More Appointments in Less Time

Register for this webinar to learn the 5 easy steps anyone can take to book more appointments in less time. Hosted by LionDesk’s head of marketing, Marni Hale.

Register for this webinar to learn the 5 easy steps anyone can take to book more appointments in less time. Hosted by LionDesk’s head of marketing, Marni Hale.

“With over 20 years marketing experience the one thing I’ve learned is the purpose of marketing is to book appointments”
– Marni Hale, LionDesk Head of Marketing

Marni covers the top 5 steps anyone can easily implement into their business to book more appointments in less time.

You’ll learn:

  • #1 way to reach more contacts ​​​​​​​Stop using outdated techniques to connect with your audience.
  • #1 way to build trust fast​​​​​​​ Businesses are built on relationships, and relationships are built on trust.  
  • Where to find proven systems​​​​​​​ You don’t have to reinvent the wheel. You just need to know where to look.
  • How to do it all in 5 minutes a day ​​​​​​​It doesn’t need to be complicated. You just need a plan.

LionDesk Product Enhancements: May 2020

LionDesk Product Enhancements: May 2020

Our latest enhancements and features revolve around the User Experience and making sure you can navigate through LionDesk while prioritizing what’s most important for you.

Our latest enhancements and features revolve around the User Experience and making sure you can navigate through LionDesk while prioritizing what’s most important for you.

We love seeing how LionDesk helps make your business stronger and we want to continue the positive momentum by enhancing your CRM experience even more.

Usability is Key!

Our latest enhancements and features revolve around the User Experience and making sure you can navigate through LionDesk while prioritizing what’s most important for you.

We’ve recently added several new enhancements including:

  • New Dashboard Look to make finding crucial information easier
  • Contact Table Headers are now frozen for better visibility as you scroll through your contact list
  • New Contact Table Columns for Anniversary & Birthdays!
  • Pin Comments up to 3 comments in the contact record for quick access to important information
  • Access to Create, Print and Download beautiful Direct Mail pieces. 

Can’t wait to start using these new features?

Watch Steven Lopez’s step-by-step tips on how to use these new enhancements and how they can boost your experience:

The LionDesk Team is Here for You

We value your feedback and are excited to bring you new features that help you take your business level.

To stay up to date on all LionDesk enhancements, click here.

Have more feedback on how we can enhance your CRM?

Submit your feedback here

Want to learn more about how to use features? Be sure to join our Office Hours, hosted every Thursday at 10 am PT.

Register Here

How to Make More Money in Less Time with Less Work

How to Make More Money in Less Time with Less Work

You’re running a million miles an hour every day, between meetings, phone calls, and an endless to-do list… how much time do you spend really managing your database and following up with leads?

You’re running a million miles an hour every day, between meetings, phone calls, and an endless to-do list… how much time do you spend really managing your database and following up with leads?

You’re running a million miles an hour every day, between meetings, phone calls, and an endless to-do list… how much time do you spend really managing your database and following up with leads?

What if there was an easier way to control your pipeline?

One that allows you to make more money in less time AND do less work?

Good news, friend… there is!

This is exactly what a CRM for sales and marketing should do. 

The best CRM should:

  • Help you get organized
  • Allow you to communicate proactively instead of reactively
  • Make more money in less time

Organize, Sort, & Track with a CRM for Sales & Marketing

As a real estate, mortgage, or small business professional, you know “the money is in the follow up.” Without a healthy pipeline, it’s impossible to grow and scale your business.

A CRM functions as the home base for your past clients, active clients, new leads, and prospects in your sphere. You can create your own segmentation system to help you organize, sort, and track your contacts. Check out some of our segmentation tips here.

But the real beauty in segmentation is that it takes your business from being REACTIVE to being PROACTIVE.

With all your contacts in one place, you can quickly check on the status of an individual client or see which part of your pipeline might need more work.

When you segment your list, you’re able to see where each contact is in the sales process and provide them with the best information and service possible by sending one to many marketing emails that are personalized to appear as though the message is a one on one communication.

Proactive Communication with a CRM 

Although incredibly useful and important, segmentation is only one part of proactive communication. To truly be proactive instead of reactive, use your CRM to implement a communication system.

Your System Should:

  • Use of both text and email as marketing distribution channels
  • Manage all your leads coming in from all your different lead channels
  • Send an autoresponse to all new leads
  • Send drips out to your database based on how you’re segmenting your contacts
  • Track interactions
  • Automate repetitive workflows and tasks
  • Remind you of important phone calls
  • Provide you with reporting and analytics
  • Help you qualify your leads
  • Help you ensure no lead gets lost in the process 
  • Help you move a lead from awareness to close in less time

Make More Money in Less Time Using a CRM

With all the things you have going on every day, wouldn’t a tool that saved you time AND helped you make more money be a blessing?

This is a big reason we are such big fans of Lead Assist.

Lead Assist is our artificial intelligence autoresponder that helps you qualify leads without taking up your time and resources. 

When a new lead comes in (no matter the source), Lead Assist immediately reaches out to that lead to start a conversation. This isn’t your average autoresponder or text. Instead, it’s a conversation powered by LionDesk AI to find out the most critical information and help you qualify leads faster.

A CRM for sales and marketing automation is hands down the best way for you to:

  • Get organized
  • Communicate proactively
  • Make more money in less time

If you haven’t tried LionDesk yet, then we’d like to invite you to give us a try! Click here to start a 30-day FREE trial today.

How to Communicate with Your Audience Like a Human

How to Communicate with Your Audience Like a Human

One of the most important aspects of marketing and sales is empathy, but some companies really missed the mark. In this blog post, we look at good vs bad communication around the pandemic, and how you can write like a human and better connect with your audience.

One of the most important aspects of marketing and sales is empathy, but some companies really missed the mark. In this blog post, we look at good vs bad communication around the pandemic, and how you can write like a human and better connect with your audience.

One of the most important aspects of marketing and sales is empathy. But it’s a fine line: too empathetic and you seem fake, not empathetic enough and you seem robotic.

Right now, we’re living in a time where companies are trying so hard to seem empathetic that it’s becoming anything but. We get it, we’re in a pandemic (*Gasp!* we broke an unspoken rule by saying it outright!) The level of jargon is becoming so robotic that some have described it as being akin to “an awkward, unwanted hug.” It’s well-meaning, but not entirely welcome, and a little uncomfortable.

It’s getting so far from empathetic, that we’ve even created a BINGO game around the COVID-19 Jargon:

COVID-19 Marketing Jargon Bingo

Now, we’re not saying that these aren’t important messages, but when we’re getting the same message across the board, it feels pretty soulless, and has the exact opposite of the intended effect.

So how do you fight through the jargon while remaining empathetic?

We have some tips:

1. Be Original

You can draw inspiration from brands you admire, but don’t copy them verbatim. See what you like and take the good bits, but make it your own. Every single brand should not have the exact same message. That’s boring and doesn’t usually apply to every audience.

By being original, you’ll connect more with your audience and leave a lasting mark on their perception of you and your company/brand.

2. Be Yourself

Every single person, company, or brand has their own voice. Have you discovered yours yet? Perhaps you joke more, perhaps you’re more blunt. Who do you want to be to your contacts?

If you’re a solopreneur or one-person business, the brand voice and tone can be your own, just make sure you understand which voice is yours, and which belongs to your brand.

3. Don’t Be Scared to Be Human

We cannot stress this enough. Oftentimes, companies try so hard to remain professional that they lose their humanity. Yes, professionalism is important, but being human is moreso. People love to feel like they’re engaging with an actual person. Keep it light-hearted with memes and emojis, even swear if you want to (this is definitely not for everyone, but the world has changed!) As long as you’re being true to yourself, people will feel that and be more attracted to your brand.

Take this post for example, is it slightly unprofessional to make fun of well-meaning brand jargon? Sure. But are we just saying what everyone else is thinking? We think so.

Give it a try, we think you’ll like the results.

Get Higher Open and Response Rates with Text Message Marketing

Get Higher Open and Response Rates with Text Message Marketing

If there’s one thing any real estate, mortgage, or small business professional knows, it’s the importance of on-the-go communication. Think about your own business… each day you use a variety of tools to communicate with your clients or customers. Is text message marketing one of the ways you communicate?


If there’s one thing any real estate, mortgage, or small business professional knows, it’s the importance of on-the-go communication. Think about your own business… each day you use a variety of tools to communicate with your clients or customers. Is text message marketing one of the ways you communicate?


If there’s one thing any real estate, mortgage, or small business professional knows, it’s the importance of on-the-go communication. Think about your own business… each day you use a variety of tools to communicate with your clients or customers.

Is text message marketing one of the ways you communicate?

Today, prospects move through the sales process at the rate at which they are receiving the right information. Timing is critical, but the delivery method has become increasingly important, and nothing opens doors faster than texting.

Here are just a few of the mind-blowing statistics we found about text message marketing:

  • 75% of consumers are OK with receiving SMS messages from brands (after they’ve opted in).
  • SMS messages have a whopping 98% open rate.
  • Text messages have a 209% higher response rate than phone, email, or Facebook.
  • 90% of SMS messages are read within 3 minutes.

A Personalized Approach

With the right text message marketing software, the personalization options are endless. But the best part is that you don’t have to take the time to send a personal text to each individual in your entire database.

Instead, you can check in with hundreds of people at once — allowing you to stay top of mind and easily accessible should the prospect have questions or would like to start up a conversation.

When you add text messaging into your existing marketing and lead nurturing campaigns, you’re giving each campaign a greater chance of being received by your prospect and opening the door to the sales process.

The Future is Texting

It’s not just the amplification of your message in multiple mediums that will help you win over your prospects. It’s also that text message marketing is more effective than email!

Remember those stats above?

A 98% open rate means your message is being seen!

When was the last time you had a 98% open rate on your email campaign?

A 209% response rate also means texting is a highly-effective way to communicate with your prospect.

Build Full Funnel Campaigns

Now that you’ve got your prospect’s attention, it’s time to get strategic.

This is the beauty of using an all-in-one CRM solution. You have access to your prospect’s information and you can see where their engagement is the highest. Use this information to plan out a marketing funnel that takes them from lead to customer or client using multiple touchpoints

Using text alongside your existing email and phone marketing strategies will help you get a higher return on your marketing investment and improve your the service your prospect receives.

Text Tips

Here are just a few of our favorite text message marketing tips:

  • Use shortcodes to create a fun and engaging text campaign.
  • Keep your messages short. 
    • Example: Use a follow up text message to let a prospect know you’ve received their inquiry.
  • Ask questions.
  • Send an embedded video.
  • Use personalization.
    • Example: “Hi First Name”
  • Use artificial intelligence (Lead Assist) to qualify leads.

LionDesk makes all of this easy and affordable. With these features, it’s no wonder the top real estate, mortgage, and small business professional are choosing LionDesk!

Then we’d like to invite you to give us a try! Click here to start a 30-day FREE trial today.

What is a CRM?

What is a CRM?

Learn what a CRM is, the benefits of using a CRM and a few tricks to make your sale & marketing efforts UNSTOPPABLE.

Learn what a CRM is, the benefits of using a CRM and a few tricks to make your sale & marketing efforts UNSTOPPABLE.

Many people ask “What is a CRM?”

Besides “Customer Relationship Management” there are many definitions, which we cover in this video.

Marni Hale, Head of Marketing at LionDesk, says that a CRM is a “Home for Your Contacts”.

In this video she explains what a CRM is, the benefits of using a CRM and a few tricks to make your sale & marketing efforts UNSTOPPABLE.

If you’re already a LionDesk member, thank you for being part of the community!

If you’re curious about becoming a LionDesk member, test it out for free for 30-days. No strings attached.

Wishing you success!

How to Nurture Your Leads for the Best Conversion

How to Nurture Your Leads for the Best Conversion

So you know the saying, if you’re not first you’re last, this is especially true during the sales process. The first to respond, the first to get the ball rolling, the first one to answer the prospects questions is going to be the person the prospect moves forward with.

So you know the saying, if you’re not first you’re last, this is especially true during the sales process. The first to respond, the first to get the ball rolling, the first one to answer the prospects questions is going to be the person the prospect moves forward with.

When you think about the typical sales process, how long does it take for you to close a sale?

I think we can safely assume most sales aren’t happening immediately after a prospect enters your pipeline.

They need a bit of nurturing before you can close a sale!

And if we’re being honest, a “little nurturing” might be a bit of an understatement. Most leads need a minimum of 7 touches before a conversion happens. For some real estate agents, mortgage brokers, and small business owners, 7 touches may not even be enough.

But, what exactly is a touchpoint?

Defining a Touchpoint in Sales

Generally speaking, a sales touchpoint is any exchange between a prospect and the real estate agent, mortgage broker, or small business sales representative. Pretty much every interaction a prospect has with you after their first contact falls into this category.

Common sales touchpoints include:

  • Phone call: Whether it’s a cold call, warm call, sales appointment, or follow up call — calling a prospect is a tried and true sales touchpoint.
  • Email: In some instances, this might be a hybrid of sales and marketing working together, but ultimately these efforts fall in place as a sales touchpoint with the goal of giving making a connection, answering questions, or connecting the prospect to a salesperson.
  • Text message: Let’s face it, not everyone loves a phone call these days. Texting has become a great way for sales to interact with a prospect. It’s quick, easy, and highly effective.
  • Social media interaction: There’s some debate as to whether or not social media really counts as a touchpoint, but we say it does! If a prospect is interacting with you on social media (especially if they are sending you direct messages), this can be considered a sales touchpoint.
  • In-person meetings: A old fashioned in-person meeting is perhaps one of the most effective ways to close a deal.

Now that we’ve defined a sales touchpoint, let’s talk about a few key factors for sales success.

If You’re Not First, You’re Last

When the line of communication between you and a prospect begins, you’re probably not the only person they’re communicating with.

And this, my friend, is where the race begins.

Who the prospect decides to work with often comes down to the speed of communication.

The first to respond, the first to get the ball rolling, the first one to answer the prospects questions is going to be the person the prospect moves forward with.

So you know the saying, if you’re not first you’re last,  this is especially true during the sales process.

How Artificial Intelligence Helps Qualify Leads

With the speed-factor in mind, you’re probably already getting a headache thinking about all the leads you need to qualify. Maybe you’re even thinking that your days off are gone for good. But do not fear, we’ve got just the tool to help you!

Lead Assist uses artificial intelligence to save you time AND qualifies your leads so you don’t have to. Think of it as your own personal assistant.

You no longer have to worry about responding to every single lead yourself — you now have Gabby. And Gabby isn’t just another bot. It’s a very realistic and highly responsive artificial intelligence that LionDesk users have been raving about.

The Importance of Multiple Touchpoints

In our fast-paced, digital world reaching a prospect in multiple locations and in a variety of formats helps you stay top of mind. It shows the prospect you’re responsive and available to answer their questions.

By communicating through multiple mediums (phone calls, emails, text messages, social media), you’re able to speed up the nurturing process and build relationships faster.

When communicating with a prospect, it’s important to:

  • Meet them where they are at — communicate in their preferred format
  • Respond quickly and effectively to answer their questions
  • Use technology to qualify leads faster

With LionDesk CRM and Lead Assist, we can help you with the process! 

We’d like to invite you to give us a try!