General system setup including properties, users & team access & permissions, system customization and process replication.
Review existing CRM database to identify, map and execute property/field migration through automated or manual processes.
We rebuild existing automation & map your desired sales process to create new automated flows to eliminate friction & enhance sales productivity.
Assess database and design & execute a segmentation strategy that enables 1:1 process management at scale and optimizes sales automation.
Define, design & buildout appropriate dashboards & scoreboards to establish "one version of the truth" for executives, managers & produers.
We'll make your CRM more powerful by integrating with third-party sales and marketing enablement apps to work seamlessly.
Training & Support
Design and implement a training curriculum (live and on-demand) to ensure effective utilization. Provide ongoing support for your entire team.
Develop and automate the tracking of a sales & marketing service level agreement (SLA) to ensure alignment & optimization.