CRM ENHANCEMENT

CRM PROCESS ENHANCEMENT

Replacing outdated follow-up logic with stuff that works

OUT WITH THE OLD, IN WITH THE NEW 

Start Your Engines

Our CRM Enhancements start at ground-level to establish a solid foundation on which to build the most effective ways to connect with your customer. Our work inside your CRM Admin settings is designed to ensure that the right message goes out at the right time and in front of the right person while keeping your sales staff accountable at all times.  

It’s a mistake to use your CRM “straight out of the box” because you’re missing out on the best part of having the software, and that’s being able to customize it. The competitors in your PMA using the same CRM are reaching out to your customers using identical campaigns, right down to the look, feel, and verbiage of your email messages. If you think that’s great customer service, think again because we guarantee your customers aren’t amused. 

Once we’re done making enhancements to your CRM, the result is a streamlined sales strategy that delivers faster results while freeing you up to focus on delivering better service than ever before. 

BACK To BASICS

Stop Gaming The System

Your CRM is a complex piece of software capable of converting tire kickers into proud owners, but with great power comes great responsibility. It’s your responsibility to maintain the CRM at its peak performance and control how your sales teams use this powerful technology.  

Our team’s enhancement work in your CRM touches many aspects of the software, but you must understand how we work first. We never edit or delete any of your current processes, team structure, lead distribution, templates, etc. Instead, we rebuild your CRM with a new set of best-practice solutions that align with your unique selling philosophy, training style, and methodology. Our approach allows flexibility to roll back settings at any given point, so there’s no disruption to your business.  

What’s Under The Hood? 

 

If you are still trying to decide if you need our help, reach out today to discuss auditing your CRM, a complimentary service we offer that will shine a light on where you’re winning or losing with the CRM. 

 

Let’s Get Started

Are You Ready To Make the Most Out of Your CRM?