Contacting the customer

Martin is all about getting you into a live conversation with your prospective client as soon as possible. Expectations vary but generally contact within an hour or two is recommended. Martin offers press button dialling and as a backup, email and SMS services. This provides details on calling from Martin and an introduction to email and SMS. 

Contact methods 

Calling:  Martin offers click to dial (1) to help you quickly and easily connect with your customer. At the press of the call button, Martin will initiate a call via your phone.   

email: email is normally used as a back-up, available via a link on the edit screen (2) or on the main screen when there is no number. See email contact for more.     

SMS messaging: If a client doesn’t answer, an automated missed call SMS is sent on your behalf.  Ad-hoc SMS messaging is in development. See SMS contact for more.

Meeting: a meeting is another type of contact event and is treated in much the same way as the others.  If a meeting has been set up, then you can access it to update via a link in the Lead Status section.

Inbound contact: It’s also key to capture contacts made by the client. This link (3) helps you capture their calls, SMS, emails or walk-ins. See Inbound contact for more.