Latest Updates To Pinnacle Ai CRM

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Memberships Analytics

March 07, 20241 min read

Imagine you run an online content membership using The CRM to manage your content delivery. With Member Analytics, you can track member engagement, and preferences, enabling you to adjust and personalize as well as increase content understanding.

Memberships Analytics: This feature update enables data-driven decisions and optimization strategies for business growth through memberships.


⭐️ Why Does It Matter To Your Business?

• Gain valuable insights into your members behavior.

• Utilize analytics to refine your membership strategies.

• Identify trends and patterns in your members' activity.

⭐️  How To Use Memberships Analytics:

  1. Access the Memberships tab from the left navigation menu and from the upper navigation menu select Courses > Analytics

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  2. Under the analytics tab select Members analytics.

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  3. You can add filters and use a search bar to find the required member. 

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  4. You can filter the contacts based on Products and Offers by clicking on the Filters tab.

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  5. You can see the member details i.e progress etc. by clicking on the eye icon. 

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  6. Instructors can check the progress of individual posts by clicking on the respective category and Instructors now have the ability to mark posts as complete. Simply use the checkbox to do so. As a bonus, the progress bars will dynamically adjust to reflect changes in category and product performance. 

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  7. Click on the Gear icon to update the offers.

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  8. Make comprehensive adjustments to the existing attached offers with ease. Whether you want to add new offers, remove existing ones, this feature allows you to update offers directly from member progress.

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    This update empowers businesses to make data-informed decisions and implement optimization strategies to drive growth through membership programs.

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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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