Navigating Sierra Interactive's CRM
Sierra Interactive's CRM system is a robust platform designed to streamline your interactions with potential and current clients. By navigating the CRM effectively, you can organize client information, track lead interactions, and automate communication, ensuring no opportunity slips through the cracks.
Your CRM at a Glance
Accessing the CRM
CLICK HERE to login. You will need your Sierra site URL, username, and password.
Add Users
Add new users to your account to help you manage and convert leads with your Sierra CRM.
Import Your leads
Start working your current database by using our Lead Import Wizard to import your leads via a .csv file.
Managing Leads
Your Leads Dashboard provides you with an overview of all your assigned leads with access to features that allow you to filter and sort your leads, mass message, or manage leads in bulk.
Click on any lead's name to access their Lead Detail page. Here, you can view and edit contact information, view communication history, manage searches, and add notes or tasks related to the lead.
Assign leads to specific team members using Sierra's Lead Routing Rules to ensure timely and personalized follow-ups.
Add E-alerts to buyer leads or Market Updates to seller leads to encourage them to continue their home search on your Sierra website.
Automated Campaigns
Take advantage of automated messages with Sierra's Drip Campaigns, Fully Automated Action Plans, and Traditional Action Plans.
CRM Customization
Customize how you categorize and organize your leads with Lead Tags.
Define stages of your sales pipeline with Lead Statuses.
Craft personalized, templated messages for faster response times by using Sierra's Contact Templates and Merge Fields features.
Reporting and Analytics
Use Agent Reporting to gain insights into your team's sales performance by analyzing the number of leads assigned, the average time to view a new lead, and the total number of contact attempts.
Check the performance of your lead generation efforts by reviewing the Reporting by Lead Source page in your CRM to view the number of leads generated by a source and keep track of transactions by team members.
Support and Training
If you need any assistance, please get in touch with our Support Team by completing our Support Form.
Learn how to leverage Sierra better or more efficiently on your own by checking out Sierra Academy or our Knowledge Base.
Join one of our Live Training options for more personalized help with implementing Sierra into your business.
Sierra Customer Success
If you need any assistance, please contact our Support Team by completing our Support Form.
Advance Your Knowledge
Learn how to leverage Sierra better or more efficiently on your own by accessing Sierra's e-resources found in Sierra Academy or our Knowledge Base.
Please Join Us
We welcome you to connect with us during one of our Live Training options for more personalized help with implementing Sierra into your business.-1.jpg "Untitled design (2)-1")
Take off with Sierra
Unlock the full potential of your Sierra Interactive tools with our guided learning paths. Whether you're looking to cultivate a robust content system for organic lead generation through your Sierra IDX website or aiming to craft a custom lead follow-up system with your Sierra CRM, our tailored learning journeys empower you to choose your own path. Begin with the basics, advance through intermediate strategies, and master advanced techniques at your own pace. With our expert guidance, you'll seamlessly integrate Sierra's powerful features into your business, ensuring you not only reach but exceed your lead generation and conversion goals. Start your personalized learning adventure today and transform your online presence into a lead-converting powerhouse.