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Weekly Update: Outreach & CRM, brightonSEO and Top Tips

Last week we launched a new website, a new Knowledge Base AND a new solution – what do you make it of it all so far? The excitement for the Kerboo team continues as we prepare for brightonSEO later next week!

Outreach & CRM

Last week we launched our latest solution: Outreach & CRM.

 

If you’d like a one-on-one call to go through the new module in a bit more detail, please don’t hesitate to let your account manager know! Training and support is free and unlimited with your Kerboo subscription 🙂

New Knowledge Base

We’re working on guides and how-to’s for all aspects of the Kerboo suite; here are some you might find useful:

brightonSEO

We’re very excited for brightonSEO next week! We’ve got a few things up our sleeves for the event so do keep an eye out on our Twitter feed for details.

Our co-founder, Paul Madden, is speaking at the event (10AM Friday 2nd September) on Navigating an ocean of link data, a former pirate’s story. We’ll share the slide-deck with you immediately post-talk via Twitter, and via calq in our slide deck round up blog post.

 

Outreach & CRM Top Tips

1.   Use Outreach & CRM to build better relationships with clients and influencers by adding as much information as you have available on a contact, including notes and tasks to add context.

P.S. Check out our YouTube channel for additional video tutorials.

2.  You can add multiple mailboxes and Twitter accounts to Outreach & CRM to allow for seamless outreach regardless of project. 

Screenshot 2016-08-22 10.48.04

 

3.  No email address? No problem. Create a Contact Form Template and efficiently outreach that way.  

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  1. Once in Outreach & CRM, on the left hand navigation select Setup, then contact form templates.
  2. Create a contact form template with the content you know might appear in contact forms (i.e name, email address and a free text field for your outreach copy).
  3. Go to Contacts and use the advanced filter to find those who don’t have email addresses, but do have contact forms. You can then use the bulk action functionality to send contact forms.
  4. From here you’ll be presented with your form fields on the left, and in an i-frame on the right you’ll see the contact form. You can then simply copy and paste your fields in as required, press send and then mark the contact form as Submitted.

 

 

 

About Joyce Cowles

Joyce is an account manager here at Kerboo. Her role is to help our customers get the most from the suite.

Ready to get started?

For one low monthly subscription you get access to the entire Kerboo suite, view our packages page to learn more and sign up today. Feel you need to see what we can do first? Book a quick 20 minute online demo with one of our experts to see what Kerboo can do for you.