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CRM Implementation & Migration Services


CRM Setup

General system setup including properties, users & team access & permissions, system customization and process replication.

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Data Migration

Review existing CRM database to identify, map and execute property/field migration through automated or manual processes.

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Sales Automation

We rebuild existing automation & map your desired sales process to create new automated flows to eliminate friction & enhance sales productivity.

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Database Setup

Assess database and design & execute a segmentation strategy that enables 1:1 process management at scale and optimizes sales automation.

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Performance Reporting

Define, design & buildout appropriate dashboards & scoreboards to establish "one version of the truth" for executives, managers & produers.

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We'll make your CRM more powerful by integrating with third-party sales and marketing enablement apps to work seamlessly.

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Training & Support

Design and implement a training curriculum (live and on-demand) to ensure effective utilization. Provide ongoing support for your entire team. 

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Develop and automate the tracking of a sales & marketing service level agreement (SLA) to ensure alignment & optimization.

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The Lift CRM Migration, Setup & Optimization Process



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