ExtraaEdge - Product Tour
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This document provides an overview and instructions for using ExtraaEdge sales and marketing automation software for the education industry. It describes features like adding and communicating with leads, changing lead statuses, adding activities, bulk actions, and support resources. The key features allow for prioritizing leads, scheduled campaigns, call recording, click-to-call, automatic call detection, and follow-up notifications. It recommends focusing on communication, status changes, and activities when first using the system.
ExtraaEdge - Product Tour
- 1. Increase your Admissions Sales & Marketing Automation software for Education Industry
- 2. Contains - Introduction to ExtraaEdge - Logging into ExtraaEdge - Adding a lead - Communicating with a lead - Changing the status - Adding Activity - Performings actions on bulk (sending sms/emails) - All Features - FAQ - Support Structure
- 3. Copyright 2018 © ExtraaEdge3 • Integrate all your lead sources seamlessly for instant follow-upsIntegrate • Identify Hot prospects from Massive Data thereby saving timeQualify • Communicate right message at right time to convince prospectsPersuade • Analyze admissions data in real time to take prompt decisionsMeasure
- 4. Logging into ExtraaEdge You have received an URL to login into the system. It will be in following format: https://abc.extraaedge.com Once followed, login into dashboard using your credentials. *Same credentials could be used to login into MobileApp
- 5. Adding a Lead into system There are 4 ways by which a lead could be added into the WebApp
- 6. - Third Party Add lead Lead directly gets added from the third party like Shiksha, JustDial, Website etc. to the system - Quick Add (When limited number of leads with minimal details need to be added) This icon is placed on Top blue bar on the right side. Click the below icon to add data quickly into the system. - Bulk Upload (When you have data in sheets) You can attach sheets directly into the system. Icon is placed on the right corner - Add lead form (In case of few leads with details) When you have data in details. This icon is placed on the right corner
- 8. Communicating with a lead When it comes to communication, click on mobile number to send sms and to send email click on email of a lead. It is that simple A panel will open on the right side. Either select the template or draft the sms and click on SEND to deliver it to a lead
- 9. Changing status This is very important step to segregate the leads. Once you categorize the leads among these funnels ( New/CallBack/Walkin/Enrolled/Closed), you will be more efficient to work on the leads. *Please note there is a mapping between Status & Sub-Status(Reason) *When a Status is associated with time, changing the status will open an additional panel below i.e. adding activity ex. Follow up status
- 10. Adding Activity for a lead -A lot of people miss the follow ups on Excel because it doesn’t remind you or allow you to set a reminder/alarm On ExtraaEdge, you could set an activity for a lead i.e. at what time, you will be taking actions on this lead. These actions could be Follow up call, Appointment, Meeting reminder etc -An activity is associated with time, so it will display when you change the status of a lead
- 11. To check all your planned/missed/done activities, access MyActivities panel
- 12. Till Now, we have seen about working on a single lead. BUT how do we send a sms/email in bulk? How do you suppose to refer the leads in bulk? How do you filter out the data? . . . Well, we have an answer for all your basic queries!!
- 13. Here.. these below features could be used for communication
- 14. Key Features of ExtraaEdge LMS and Detailed Walkthrough ❏ Complete Single Page Web Application for Lead Lifecycle Management ❏ Offline and Online Mobile App ❏ Email and SMS Integration ❏ Prioritization of leads based on Email and SMS response ❏ Scheduled Campaigns ❏ Call Recording ❏ Click to Call for Outgoing Calls ❏ Automatic Call Detection ❏ Missed Call Lead Capture ❏ Followup push notifications on mobile ❏ Bulk Upload Process with failure tracking ❏ Real-time integration with online sources like Website, Facebook forms, etc.
- 15. What to do on early days? - When it comes to take the maximum benefit from ExtraaEdge, always keep your share eyes on below flow: 1) Communication (Call/SMS/Email) 2) Change Status 3) Add Activity And Repeat! It is very important to know how to use the system! Efficient & effective manner would surely produce fruitful results
- 16. Q. I am not able to upload the sheets in the system A.Only selected format is allowed in the system. Make sure you paste your content below the headers of format Q. How to send sms & email to a lead A. Click on mobile number to send sms & for sending email click on email Q. Can I send sms/email to large number of data? A. Yes. You can. You orange icons to perform any action on bulk data Q. I want to check my activities on a lead.Where do I see all my activities. A. Refer My Activities panel placed below the Lead List. You can use Activity Calendar to see all your done/missed/planned activities FAQ
- 17. Q. How do I filter out the data? A. Refer Following picture Q. I have only mobile number of a lead. Can I add this lead in the system? A. Yes. You can. Either email or mobile is mandatory. Use Quickadd to add this lead Q. What are grey & red bubbles near by the prospect name? A. Grey -- Counselor activities (All activities a counselor has done on this lead) Red -- User Activities(If a lead has opened/clicked email or sms)
- 18. Q. I want to send a lead to my fellow counselor. How do I send this lead? A. Use refer lead option below the Actions button Q. Can I delete a lead into the system? A. This right is only given to an admin. Q. I want to update code values like Status,Course,SubStatus etc. How do I do? A. An admin can always Update email/sms templates, code values from Settings panel. Q. There is a lead come for walkin directly. How do I search that lead on ExtraaEdge A. Use Global search option placed on top bar
- 19. Copyright 2018 © ExtraaEdge Contact Us Sushil Mundada, Co-Founder [email protected] +91 9850811825 Increase Walkins by 17% for your Institute today with ExtraaEdge Deepak Chouhan Customer Success Expert [email protected] +91 8550900384 Nikita Peshkar Customer Success Expert [email protected] +91 7709033257 Prachi Shingavi Customer Success Expert [email protected] +91 9665416431