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CRM Setup and Integration

Streamline your services to optimize your business growth

Customer relationship management begins the moment a potential lead interacts with your business. A CRM Setup and Integration allows you to track and observe where leads are flowing in from, how they are interacting with your business, and which channel is generating the most revenue.

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CRM Services to Automate Your Business

Knowledge about customers is the most important investment for your business. A good CRM lets you do just that. Understand the customer touchpoints and needs, and improve your customer interactions and sales. Here’s how we can help:

Research and Selection

We analyze your business industry and select a CRM that is perfect for tracking, reporting, and managing your customer base. So you get personalized solutions that cover all your particular business needs. After all, a plumber would require a CRM to track live calls while a lawyer needs it to monitor client requests & walk-ins.

CRM Setup and Integration

Introducing a new platform to your existing business can prove to be a challenge. You already have a functioning business that should not be disrupted when introducing a CRM. We help you set up the CRM for a smooth implementation. Our CRM setup services include educating your team, creating pipelines, connecting web applications, and lead tracking for every individual channel.

Call Tracking

To master scripts and increase sales, you need to track customer calls and the touchpoints. Call tracking allows you to constantly analyze and monitor calls to improve booking rates. It allows you to have targeted follow-ups and allows you to analyze consumer behavior to make informed marketing decisions.

Why is CRM Setup and Integration Important?

The CRM serves as the eyes for every marketing initiative you invest in for your business. It is a data mine that provides you with a strong understanding of your most profitable channels, customer behaviors, and insights to maximize revenue.

Profitability of Marketing Channels

Different marketing platforms are more profitable for different businesses. Our insurance client was losing thousands of $$$$ in influencer marketing. We got this data over 6 months from our CRM integration and shifted our focus to more profitable channels such as Google Ads which was bringing 5X revenue. That's the power of CRM - it allows you to make informed decisions, put your money in places that generate more money, and cut the marketing channels that drain your investment.

Lead Quality Analysis

A CRM lets you find patterns in your customers' behaviors. Do you get a higher open rate on your email during working hours or more leads on your website over the weekend? CRM lets you monitor this data and focus your resources accordingly. Targeting customers when they are likely to interact with your business makes it more likely for them to convert from leads into customers.

Customer Information Management

It becomes easy to manage all the customer data in one single platform including follow-ups, sharing information within teams, lead reports, customer tracking, and monitoring touchpoints. It also saves you time, energy, and resources, allowing you to streamline your business needs.
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CRM Platforms We Work With

On-page SEO Checklist

Law Ruler for Lawyer

Smart Moving for Moving Companies

Wise Agent for Real Estate

Procore for Construction

Caspio for Healthcare

HouseCall Pro for Cleaners and Plumbers

Your chosen CRM is not listed?

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Why Partner With Us

Quality of Work

We don’t treat your business any differently than our own. We track everything for you and manage the CRM integration the same way we manage our business functions.

Our Expertise and Experience

We’ve integrated CRM platforms 100 times before and we will do it 100 more times. So you can sit back, relax, and let us do the work without wasting your time and effort.

Master the CRM

We train your team on how to manage the interface and analyze the data. With our 10 years of experience, we provide hands-on training to your employees for a smooth transition to CRM.

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CRM Setup & Integration

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FAQ'S

Questions? We're glad you asked

The goal of a CRM integration is to allow you to monitor lead capture, foster customer relationships, and build loyalty. It connects all applications used by a business to share data accurately for a unified performance of the business enabling its growth.

Having an integrated CRM system makes it easy to track all customer relationships, allows easier collaboration among the teams, and collects all historical data from various platforms the business uses.

A CRM pipeline is a system of tracking all your leads and potential customers in a sales funnel. It allows you to track the customer journey throughout the funnel starting from their touchpoint with the brand to their conversion.

The right CRM must align with your business goals and objectives and allow you to integrate all the applications you use to collect data. Choose a CRM based on your business needs, budget, and features that your business needs. You can also request demos and trials to check out the various CRMs and choose the one that fits all your needs.

A CRM setup allows you to make informed decisions about your consumers helping your business grow with the right marketing strategies. It helps you collaborate and interact with teams easily and monitor each lead capture, optimizing the top channels with good leads.