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Getting Started 33 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- New Users 9 Articles
- MarketSharp & Your Computer 7 Articles
- Managing Your Employees 5 Articles
- Setting up the Admin Section 6 Articles
- MarketSharp Workflow & Customization 0 Articles
- My Account Overview 4 Articles
- Backups 1 Article
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Release Notes 43 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Release Notes – Nov 5 2020
- Release Notes – Oct 7 2020
- Release Notes – July 7 2020
- Release Notes – June 19 2020
- Release Notes – June 15 2020
- Release Notes – Apr 27 2020
- Release Notes – Apr 9 2020
- Release Notes – Mar 18 2020
- Release Notes – Jan 23 2020
- Release Notes – Dec 11 2019
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Contact Management 51 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Data entry 12 Articles
- Quoting Tool 7 Articles
- Appointments & Your Sales Team 5 Articles
- Calendar & Scheduler 5 Articles
- Proposals & Estimates 0 Articles
- Quick Lead Entry & Call Scripting 1 Article
- Attachments 2 Articles
- Importing 5 Articles
- MS Minis – MarketSharp Mobile
- MS Minis – Contact Data Entry
- MS Minis – Configuring Calendar Colors
- MS Minis – Create Custom Work Orders, Service Orders, and Proposal Templates
- MS Minis – How to Enter and Result a Lead
- MS Minis – Entering Product Details
- MS Minis – Understanding the Production Process
- MS Minis – Working With The Service Module
- MS Minis – How to Create a Production Process
- MS Minis – How to Enter Customer Job Details
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Marketing 34 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Emailing From MarketSharp 4 Articles
- Activities & Activity Processes 2 Articles
- Automation Rules 4 Articles
- Direct Mail 5 Articles
- Nurture Marketing 1 Article
- Lead Generation 1 Article
- Lead Recovery 1 Article
- Lifetime Customers 2 Articles
- MS Minis – Understanding the MarketSharp Mail Integration for Direct Mail Marketing
- MS Minis – How to Create a Jobsite Radius Mailing
- MS Minis – How to Add an Activity to a Contact
- MS Minis – How to Create, Send, and Log Emails
- MS Minis – How to Create an Activity Process
- MS Minis – How to Enter an Activity
- MS Minis – How to Handle Repeat Business From Customers
- MS Minis – Smart Mail Plus Overview
- MS Minis – Smart Mail Plus Configuration
- SharpSkill – MS Email Automation
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Filtering / Printing / Editing 48 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Filters 9 Articles
- Views 3 Articles
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Editing Print Files
10 Articles
- How to Add ‘Or Current Resident to a Postcard’
- Editing/Adding a Letter File
- Editing a Check Mailer (Coming Soon)
- Editing a Brochure Mailer (Coming Soon)
- Editing an Envelope Mailer (Coming Soon)
- Editing a Label (Coming Soon)
- Editing a List (Coming Soon)
- Editing Other Mailers (Coming Soon)
- Multiple Page List & Label Files (Coming Soon)
- Inserting Images in a Postcard (Coming Soon)
- Printing Print Files 2 Articles
- The Upper-Level (Blue) Tabs 8 Articles
- Exporting Your Data 7 Articles
- Search & Tag 2 Articles
- How to Add ‘Or Current Resident to a Postcard’
- Production Overview
- Editing/Adding a Letter File
- Editing a Check Mailer (Coming Soon)
- Editing a Brochure Mailer (Coming Soon)
- Editing an Envelope Mailer (Coming Soon)
- Editing a Label (Coming Soon)
- Editing a List (Coming Soon)
- Editing Other Mailers (Coming Soon)
- Multiple Page List & Label Files (Coming Soon)
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Modules & Apps 53 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- PaySimple 3 Articles
- Marketing Apps 7 Articles
- Sales, Events, & Canvassing Tools 6 Articles
- Online Reputation & Customer Feedback 4 Articles
- Lead Provider Integration 10 Articles
- Admin / Management Apps 9 Articles
- Partners 2 Articles
- MarketSharp Connect (Coming Soon)
- MS Minis – MarketSharp Mobile
- MS Minis – Understanding the MarketSharp Mail Integration for Direct Mail Marketing
- MS Minis – Smart Mail Plus Overview
- MS Minis – Smart Mail Plus Configuration
- MS Minis – Web Lead Capture
- SharpSkill – MS Email Automation
- MSOU – Get Connected – Syncing MarketSharp M With Your Internet Strategies
- MSOU – ‘Everything’ Email Marketing in MarketSharp: 3 Methods, 50+ Templates & Easy Auto-Send
- MSOU – MarketSharp Integration: There’s an APP for that!
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After the Sale 40 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Job Data Entry 4 Articles
- Production 8 Articles
- Commission 4 Articles
- Costs 3 Articles
- Service 6 Articles
- Regulation Compliance 2 Articles
- Repeat & Referral 5 Articles
- Surveys 4 Articles
- Work Orders
- Adding Production Tasks/Processes
- How to Enter Job Costs
- Service Tab
- Statistics (Coming Soon)
- How to Get Repeat & Referrals (Coming Soon)
- How to Enter Referrals (Coming Soon)
- Email a Survey (Coming Soon)
- Production Overview
- Production Report
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Call Center 12 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Adding Activities 0 Articles
- Get Next Call Tips & Tricks from Tech Support 0 Articles
- Call Out Scripting 0 Articles
- Do Not Call - DNC 1 Article
- High-Level Call Center 0 Articles
- Inbound Calling 1 Article
- Get Next Call 0 Articles
- What is Call Center 4 Articles
- Call Center Reporting 0 Articles
- a.
- What is DNC ?
- Call Out Scripting
- Inbound Calling
- Describe the Activity List
- Get Next Call (Coming Soon)
- Buckets (Coming Soon)
- Scripting (Coming Soon)
- Call Center v2
- Inbound Calls
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Reporting 43 Articles
Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.
- Know Your Numbers (KPI) 2 Articles
- Exporting & Formatting 0 Articles
- Upper-Level (Blue) Tab Reports 2 Articles
- Print Assistant List Reports 0 Articles
- Reporting Tab 28 Articles
- The Detailed Reports - BYOR 0 Articles
- Dashboards 5 Articles
- Print Assistant List Reports
- Upper-Level (Blue) Tab Reports
- The Detailed Reports – Build Your Own Report
- Exporting & Formatting
- Know Your Numbers (KPI) Worksheets & Planners
- DNC Audit Report
- QuickBooks Log Report
- Call Center Report
- Detailed Marketing Report
- Lead Cost Report
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Resources 9 Articles
Take advantage of FREE Stuff! Within the Resource page you’ll find proven elements like marketing techniques, sales tools, and planning forms to maximize your results with MarketSharp. Start using the following items to enhance your MarketSharp experience. Feel free to browse, download and share any of the resources. To dig in, click on any of the links below!
- Generating More Leads! 1 Article
- Direct Mail Success 2 Articles
- MarketSharp Usage Guides
- Generating More Leads!
- Annual Marketing Planners
- Business Building Tools
- Direct Mail Success
- Homeowner’s Guide
Uncategorized
- Setting up the Dashboard
- Enabling Auto Email
- Adding Meta4 Clickonce Launcher Browser Extension
- Call Center Setup – Quick Guide
- How to Create and Edit an Activity Process
- Logging into Marketsharp
- Uninstall Print File Manager
- Production Tab
- Quick Lead Entry and Call In Scripting
- Call Center – Manually adding activities with a filter
- MarketSharp Workflow Worksheets & Planners
- Production Tab
- Marlimar