Services
Set Up
Customize basic CRM functions, such as user interface, calendar, opportunities and pipelines
Import data from previous customer databases into your current CRM
Create and format reports to analyze data and identify sales opportunities
Create integrations from other programs into your CRM to capture data
Clean Up
Clean up existing data- remove records or old data that is no longer needed and identify incomplete customer records
Assign tasks and/or set up automation if available
Strategize & Execute!
Establish a CRM blueprint- strategize a plan of action to engage with your clients & prospects, and set up tasks or automation to implement it
Set up messaging to your clients, including A/B testing to nail down the highest-performing scripts
Establish a system to push engaged clients and prospects into a funnel for your team to follow up with