CRM (Customer Relationship Management) systems aren't just for Fortune 500 companies anymore. They are the present and future of business and have become much more affordable for small businesses. It is crucial to turn vast amounts of data into actionable insights and competitive advantages, while simultaneously improving customer service. CRM systems can increase sales by improving lead generation activities, helping in the design of better products and services, and reducing operating expenses. New markets and opportunities found with a CRM system in place can ensure an improved and intentional decision-making process. Business processes and communication throughout your company will also become more efficient after CRM implementation.

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While the benefits of CRM's are well-known and undeniable, implementing them appropriately can be quite challenging, expensive, and time consuming. This is where we come in to get you kicked off and trained to get the most bang for your buck.

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The majority of existing CRM programs such as Salesforce.com, Zoho, Dynamics, InfusionSoft, etc. are fairly robust out of the box, but they do need to be customized to fit the desired needs and specifications of your company’s customer database and sales operation. When the appropriate resources are allocated and a true commitment is made, the ROI will be astounding.

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Creating and customizing your CRM program helps with the delegation, and eventually the automation, of target market research, lead generation, and other activities that occur in the sales process. It will help improve the reporting abilities of your sales professionals, allowing the creation of customized sales metrics on demand. Leveraging a CRM system will turn valuable information into action and action into tangible results.

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Creating and leading customized training programs is one of our specialties. We tend to take a tiered or phased approach to slowly integrate CRM into your business. We can provide an in-person or remote on-demand launch of the training program, followed by remote training sessions. In addition, we create and provide customized online resources that are available in a client portal designed specifically for your company’s users.

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The 10 Steps to building a successful CRM program:

1. Conduct “audit” of existing processes and database.

2. Clean up existing data to avoid the dreaded trap of “garbage in/garbage out.”

3. Code database to more easily identify priority contacts, ABC.

4. Sales cycle analysis.

5. Customize CRM pages, fields, and layouts with appropriate specifications.

6. Marketing automation and campaign creation.

7. Training of users/administrators.

8. Reporting.

9. Sales forecasting.

10. Ongoing maintenance, monitoring, and improvements.

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