CRM Technology
Do you have a legacy CRM that you would like to replace, but don’t know where to start?
Do you want to move to a new CRM technology but don’t have the personnel time to spare?
Do you already have a good CRM but don’t know how to optimize it?
Get Focused!
CRM doesn’t just support the sales team, many of them are only used to support Call Centers and current customers. The challenge is always how to use them to improve your business.
I can help focus your team and develop processes to build consistency.
Which CRM?
If you want to change or wish to add a CRM to your business, I can help with the process. Much of the decision will depend on the complexity you wish to have, and, of course, your budget.
Templates and Process
One of the strengths of a CRM is compiling all of our Leads and Customer data. However, if you don’t have a process for the Sales Team and Customer Service then all you have is an expensive file folder. Let me help streamline processes for each team, and also come up with customer email templates that provide brand consistency.