Since every major CRM service supports CSV exports, it is easy to migrate. Simply follow your current service’s steps to download a CSV of your contacts, then head to IntellaSphere’s Connections lab, click the “Create” button and select “Import Connections.” Unsure on how to import your file? See How do I import my existing connections?
Can I migrate to IntellaSphere from a different CRM? Read More »
Yes! Our CRM automatically adds your social media connections from Facebook, Twitter, LinkedIn, Instagram, and YouTube. IntellaSphere is your one-stop solution for seeing everyone your business is connected to and leveraging your networks across channels.
Does the CRM include social media connections? Read More »
This video will teach you how to import your contacts in IntellaSphere. Importing your connections is easy, just follow these steps, and you will be up and running in no time! 1. Get a CSV file of the contacts you want to add to IntellaSphere. Currently, IntellaSphere only supports imports from CSV (Comma-Separated Values) files,
How do I import my existing connections? Read More »
To add your connections to your IntellaSphere account, you can either import a CSV file, add connections from your social media profiles (such as Facebook, LinkedIn, Twitter, LinkedIn, and Instagram), or enter their information manually. Want to learn more about importing your connections via CSV file? Check out How do I import my existing connections?
How do I add customers and contacts to the CRM? Read More »
Absolutely. With IntellaSphere, you can keep track of and work with all of your customers, leads, social connections, and contacts. Your network is a valuable asset for your business, so we provide you with convenient tools to easily manage and build upon your in-person and social media connections. Our straight-forward CRM allows you maintain records
Does IntellaSphere have a CRM? Read More »
This video will show you how to connect your Social profiles, pages and groups to your IntellaSphere account. Managing Social Profiles from IntellaSphere on Vimeo. In the Settings area, you can connect your IntellaSphere account to virtually all the major social media networks and blog platforms. Connecting IntellaSphere to each of these platforms enables you
How do you set up and manage Social Profiles? Read More »
The following video will guide you through the Settings area in IntellaSphere. Intellasphere Settings from IntellaSphere on Vimeo. Key features in Settings: Account: Check or change info regarding your account: Add new users, upgrade from trial to paid account… Content: In Feeds, connect your social network accounts and also your website’s Google analytics. Reputation: Add
How do I set up my IntellaSphere Settings area? Read More »
To connect your social and other accounts to IntellaSphere, navigate to Settings > Posts > Profiles. The reason to connect IntellaSphere to your social profiles and or blog is so that YOU can manage all of your marketing communications and activities from a single, integrated, all-in-one system. IntellaSphere does NO outbound messaging on your behalf
Connecting Profiles in Settings Read More »
The Connections Lab houses IntellaSphere’s CRM, where you can add, import, and manage your contacts and contact lists. In the Social tab you can see connections from the social media accounts you have added. Under Customers and Contacts you can store information about people you work with or want to reach out to. In Lists
Connections and CRM Read More »
When you are ready to distribute a campaign or communication from IntellaSphere, you’ll be provided three options for how to distribute your content. Hint: Send to multiple to make it a multi-channel campaign! Email — Send your communications to an email list or individually-entered emails. The first time you distribute through email, you will be
What are the ways to Distribute content with IntellaSphere? Read More »
