CJPath Academy

In the fast-paced world of customer relationship management (CRM), having a centralized hub to seamlessly manage and organize your products can make all the difference in driving successful sales initiatives. That's where CJPath's Products Page steps in, offering a robust solution to streamline the process of adding, linking, and effectively managing your products in conjunction with deals and contacts. In this comprehensive tutorial, we will take you on a journey through the key features and functionalities of CJPath's Products Page, empowering you to wield this powerful tool to its full potential.  Let's get started. From the left menu, click "Products" to open products page.  to add a new product click "New Product" Fill the form. (1) your product name, (2) bar code or product code, (3) Product selling price, (4) product cost to calculate your profit and have a good overview about your earnings, spends and profit, (5) Units you have in stock and (...

Welcome to the ultimate guide for streamlining your email marketing efforts! If the prospect of managing bulk email campaigns feels daunting, fear not. In this post, we'll show you how to effortlessly navigate the process using CJPath. Get ready to enhance your email marketing game with practical tips and a simplified approach. Let's dive in and revolutionize your communication strategy! Now, let's get started. To send your first campaign, click "Campaigns" from the left menu and click "New Campaign". You can add (1) or import (2) an emails list in a TXT format separated by comma ([email protected], [email protected], [email protected], ...). You can add an email, a contact, a contacts group or an organization.  Add all destination you want, and click "Next" Select a template or start a blank email. Drag and drop (1) items you want and form your email body. You can save this email (2) to use as a template later if you want. Last step, select from ema...

CJPath provides two methods for seamlessly integrating your email service and sending messages with your custom domain name.  You can opt for the hosted solution, leveraging our service to dispatch emails, or alternatively, you have the flexibility to utilize your own SMTP servers, such as AWS, for this purpose. Additionally, we are in the process of developing Gmail integration, which will be available soon. Hosted To get started click "Integrate". Add your email (1) and sender name (2) then click "Get DNS records". Now open your domain name provider or DNS service and add DNS records you will get.  After adding DNS records, click "Verify DNS Records". After adding your email successfully, you can enable it by clicking the green button mentioned bellow. SMTP To add your custom SMTP server, click "Integrate" Add your SMTP server information and click "Add". That's it. Your are ready to send emails using your own SMTP server. Do yo...

In the dynamic world of sales, the pipeline is more than just a buzzword – it's the lifeline of your business. It's a systematic and visual representation of your sales process, offering a clear view of where your potential customers stand in their journey from prospects to loyal clients.  In this comprehensive guide, we'll explore the nuances of creating and managing a sales pipeline that not only drives consistent sales but also builds lasting customer relationships. Understanding the Sales Pipeline A sales pipeline encompasses the stages a prospect moves through on their way to becoming a customer. These stages typically include lead generation, initial contact, qualification, proposal, negotiation, and closing. Each stage represents a critical step in the customer's journey and requires specific strategies to move the prospect to the next level. 1. Lead Generation: The Foundation Lead generation is the process of identifying potential customers for your business. Th...

Imagine closing more deals, nurturing leads like a pro, and streamlining your workflow – all without lifting a finger. Highlight the specific benefits of automation and the value it adds to the reader's workday. In this blog post, I will guide you through creating your first automation using CJPath . First, automation refers to the use of software tools and technologies to streamline and enhance various aspects of customer relationship management. This can greatly improve efficiency, accuracy, and customer satisfaction. A simple example of automation in a CRM system could be an automated email to new leads. Here's how it works: Trigger: A potential customer fills out a contact form on your website, expressing interest in your product or service. CRM Automation: Import contacts to your CRM system or use an API to be added automatically. Action: Without any manual intervention, the CRM system sends a pre-written email to the new contact. This email might thank them for their inte...