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 

1. 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.   

2. 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 it via Manage button or capture an outcome via the Outcome button. See Meeting for more.

3. SMS messaging: You can SMS a client at any time via the link near the bottom of the lead. Or you can send an SMS when capturing the outcome of another communication. If a client doesn’t answer, an automated missed call SMS is sent on your behalf.  See SMS for more.

4. 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 for more. 

5. 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.