We assess your lead nurture, sales, and follow-up processes with a Planning Workshop to understand your business thoroughly. By taking advantage of this information, we prioritize how to set up the CRM and how to select the proper marketing automation.

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Our team of experts will convert all the data from your legacy systems into your new CRM. This means that we are able to incorporate it all, including such info as customer lists, automated campaigns, and email history.

We will provide every member of your team with the required level of credentials so they have access to the needed areas of the platform at your discretion. As an example, you could provide a manager at a specific location to only have access to their own sales pipeline.

We will create a custom sales pipeline that is uniquely tailored to your own sales process. With this powerful tool, you can view your leads at all stages of the pipeline. You’ll be able to see potential revenue in the pipeline and know what initiatives to take.

We’ll incorporate all of your conversion and inquiry forms into your sales page and website to feed all new lead data directly into your CRM. With on-site tracking enabled, you’ll have a powerful tool to see how every single one of your leads is engaging with your website.

With your new system, you will then be able to perform automated tasks that will boost efficiency and reduce labor hours. As an example, a new lead will generate a deal in the pipeline, which then makes a task that assigns it to a sales manager. We’ll use this to create a task for the sales manager to assign that deal to a salesperson.

By using the information provided in the Planning Workshop of Step 1, we can then develop the best marketing automation campaigns. These campaigns may include such proven performers as customer onboarding reviews, lead nurture sequences, review and referral requests, customer onboarding sequences, and sales processes.

With your new CRM marketing automation system finely tuned and fully implemented, we will further provide a reporting dashboard. Of course, this will incorporate all of your CRM sales data. To clarify, all of your marketing and sales performance data at a glance in one place.

We’ll provide the training to make sure all of your staff has the essential training to make use of your new CRM system. In other words, we will give your team the right tools to build better relationships of trust with your audience.