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 Keap Cookbook

You're reading from   Keap Cookbook Over 75 effective recipes for CRM optimization, marketing automation, and workflow mastery

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Product type Paperback
Published in Jun 2024
Publisher Packt
ISBN-13 9781805129493
Length 298 pages
Edition 1st Edition
Concepts
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Author (1):
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Michelle Bell Michelle Bell
Author Profile Icon Michelle Bell
Michelle Bell
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Table of Contents (20) Chapters Close

Preface 1. Part 1: Getting Started with Keap FREE CHAPTER
2. Chapter 1: System Overview 3. Chapter 2: Designing Your Space 4. Chapter 3: Managing Contacts 5. Part 2: Streamlining Communication
6. Chapter 4: Communicating with Your Lists 7. Chapter 5: Managing Sales Pipeline 8. Part 3: Sales Pipeline Management
9. Chapter 6: Marketing Forms and Landing Pages 10. Part 4: Automation and Reporting
11. Chapter 7: Easy Automations 12. Chapter 8: Advanced Automations 13. Chapter 9: Reports 14. Part 5: Integration and Optimization
15. Chapter 10: Tying It All Together 16. Chapter 11: Five Essential Automation Funnels 17. Chapter 12: Data Management and Maintenance 18. Index 19. Other Books You May Enjoy

Creating products

In today’s digital landscape, where clicks and swipes reign supreme, your CRM system is like the launchpad for a seamless online ordering experience that syncs perfectly with your customers’ needs.

Quotes, invoices, subscriptions, and order forms are the building blocks of your online presence, creating a space where customers can effortlessly browse, engage, and snag what they’re after. It’s all about crafting an experience that’s intuitive and inviting, and it all begins with your products!

However, we all know that the devil is in the details, right? That’s why every little tweak, from organizing your product lineup to fine-tuning prices and keeping your inventory in check, and every little adjustment matters when ensuring a streamlined ordering experience.

When your products are neatly organized in your CRM system, it’s like having a secret weapon for your marketing game. You can quickly launch low-ticket...

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