Does My Business Need A CRM?
Sell Better and Smarter. Prepare Your Business to Succeed During Uncertain Times.
A Customer Relationship Management system (CRM) is a central location where you can organize the details related to your customers, across all departments at your company.
Let's Talk.
Book A FREE
15 Minute Discovery Call!
How to Tell if Your Business Needs a CRM
Your customer data is hard to locate
As your business grows, email, spreadsheets and sticky noted limit your team’s customer interactions, and your ability to make informed decisions quickly. A CRM gives your organization a powerful source of accessible data that can drive sales.
You don't know what your sales team is up to
It’s always essential to know how your sales team is performing. A CRM allows all team members to update important details and follow-up conversations from their smartphones. So all information is instantly available for you to see no matter where you are.
You're unsure about your path to grow
Do you know if your organization would be able to handle a potential growth and rush of new business? A powerful CRM system is customizable enough to overcome any business challenge as your company evolves.
Why Use a CRM?
A CRM is important because it collects, organizes, and manages all of your customer-related information. This allows you to track the buyer’s journey for every lead or customer you interact with and communicate with.
Automation
CRM can help automate everyday tasks.
Efficiency
CRM means greater efficiency for multiple teams.
Improvement
CRM helps turn you into an improved organization.
It's Time to Take the Next Step.
CRM Implementation & Consulting
- Importing of contacts via .csv provided by client (up to 2000 contacts)
- Customization of property fields
- Basic form creation to track leads
- Drag and Drop Email Marketing Basic template creation
- Website Chat configuration
- Training to staff (up to 4 people)
- Includes a quick reference guide
