In this quick video, we are going to give you a quick rundown of the SignMore client portal. They have a mobile app version available as well.
For those of you that don’t know, SignMore offers 24/7 live answering solutions.
They help schedule your appointments with qualified leads and handle those phone calls and chats that you or a team member can’t get to.
So, jumping right into their dashboard, we have the inbox here. Every call that is handled by a Sign or team member will be available here.
They will work with you in an onboarding session to build out this customized script based on your business needs and what information you want collected on that phone call, starting with determining the reason for the call.
In this script sign, Maura was asking some qualifying questions and gathering a preferred callback time from the caller. Now, this could go in multiple directions, depending on how that script is built out.
An appointment could be scheduled for a callback. This could be hot transferred over to a team member once a lead was qualified.
Regardless, at the end of the call, they’re able to send you an email or a text message. They can integrate this if you have a CRM that you are currently working with.
And then, of course, all the details will be available at all times in the dashboard here.
There can be call recording enabled as well, to make sure that call is meeting your expectations, or if you need to make any changes or tweaks to the script to better improve that caller experience.
Here, you are able to add notes. This can be helpful for team members that have access to this portal; an app to be used almost as a complimentary CRM to manage who is going to be following up with this lead.
For example, it can also be shared out whether it is through the app through the chat option, or through email.
You can always give feedback to the SignMore client services team, letting them know how that call went.
This can be really important to have as a short-term line of communication if we need to update that script immediately. And, there’s a few more options here as well.
Moving into the chat, we can use this to connect with different team members who, again, have access to more features.
I want to touch on some more features here, like this really great platform called teleport.
It can be used to send video messages potentially over to new prospects or current clients that you’re working with already in the phone call options.
So, whether you do have this downloaded on your phone, and you want to make outbound calls from the app, this is an option as well.
To show a different phone number and then your personal cell phone number potentially, if you do have different admins that are working for you.
Then you can route that inbound call back to the SignMore team, which is available 24/7 to answer those phone calls.
So, moving in quickly to the settings here, you’re able to add as many team members as you need into the directory here.
They can have full access to see everything, or you can limit where they won’t see the billing information and contacts before the onboarding session.
Some people might want to go in and add clients that they’re already working with.
So, when they reach one of the SignMore agents, without having to give their name, their phone number and information again, it will already pop up for one of the agents.
Then as people are calling in on the account, they become verified.
Meaning once they have called a few times, the SignMore agents are going to recognize them and do not have to take down that information.
Again, the business lines icon here: If you have one script or multiple ones perhaps for the investment side, the property management, and more of just the general real estate buying and selling side, you can have different scripts set up.
You can actually review the script and make any small changes to the wording through here.
Of course, for anything larger that impacts the script, you would reach out to the SignMore client services team.
They do have 24/7 coverage as well and you would make those changes with them.
Another thing to note here is an option called an on-call schedule. Some clients might use this if they want us to be reaching out to different agents we’re going to hot transfer over leads once they’re qualified.
We can use this on-call schedule to determine based on the time of day who is going to get that first phone call. So, it’s almost like not a round robin but to split that up a bit more.
SignMore has live chat as well. You may want them to install that with you on your website, or give you the code to install.
You can follow up actively with people that are chiming in, which is also an option.
Another great option is to actually use the dashboard yourself and manage those chats when you’re able to. Both options are included.
Of course, if the SignMore team was answering, that would use some of your minutes.
SignMore also offers an IVR. It’s an auto attendant of sorts, if you do want to split up the different call options before they reach the SignMore team or even your office.
So, press 1 if you’re a new client; press 2, if you’re a current client. They do offer that on top of the plants as well.
Quickly going into billing, you can see at any time how many minutes you’ve been using, or on average, how long those phone calls are taking.
And that really, of course will be based on how long that scripting is, what the SignMore agent is gathering, if they’re booking an appointment or transferring a call over.
You can see all the invoices, view, and send them over to your billing team all the transactions that go through.
The pricing is very flexible. So, based on one month, if it’s a little bit slower, and it picks up towards the summer season, you’re able to downgrade and upgrade as necessary.
There are also options if you’re more seasonal and you’re not going to have calls coming in.
There are options for dormancy as well, which can be useful notes to the receptionist here.
If you are going to be running late and expecting someone’s going to be knocking on the door promptly at 9 a.m., you could add a note here that the SignMore agent can relay if that person does call in. This can be a helpful feature.
It’s also important to know at this time, SignMore does also do outbound calling to warm leads.
So, if you do have someone you’re working with and you want us to help nurture that lead, that could be an option as well.
Quick touch on integrations: They can push all the information that they take in that script into your CRM for you as well, and then they can take care of setting that up.
That can be really helpful to help streamline processes.
That was a really quick rundown. Thank you so much for taking the time to listen.
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