So, I'm sure there is a fair share of us here who are unfortunately stuck in a long term contract with ReyRey CRM and dreaming of the days we could see some of the advanced technology that just about every other CRM in the industry is offering. I figured I'd start a thread for all of us to share our tips/tricks/best practices on how we can utilize this old dog to the best of it's ability....
One thing that has dramatically helped the functionality of ReyRey for us was upgrading to the CallBright integration. If you haven't seen this yet, you probably have been wondering what the point of the Phone Traffic button was or does like I was but I am glad I got curious because Reynold never tried to sell us on this and it took asking what it was to find out. This feature allows you to track all inbound and outbound phone calls and it integrated directly with all your prospect records. The Click to Call feature (my favorite) allows you to find out if your sales/internet staff are actually completing the activities they claim they are.
Another thing I have played around with is trying to use some HTML coding to spice up the otherwise bland email templates/capabilites that ReyRey offers.
Curious to see what else the other ReyRey users have done to try to make ReyRey more functional...
One thing that has dramatically helped the functionality of ReyRey for us was upgrading to the CallBright integration. If you haven't seen this yet, you probably have been wondering what the point of the Phone Traffic button was or does like I was but I am glad I got curious because Reynold never tried to sell us on this and it took asking what it was to find out. This feature allows you to track all inbound and outbound phone calls and it integrated directly with all your prospect records. The Click to Call feature (my favorite) allows you to find out if your sales/internet staff are actually completing the activities they claim they are.
Another thing I have played around with is trying to use some HTML coding to spice up the otherwise bland email templates/capabilites that ReyRey offers.
Curious to see what else the other ReyRey users have done to try to make ReyRey more functional...