The CRM is the foundation of your revenue operations.
Your strategy should dictate the technology - not the other way around. We implement new CRM systems (i.e. Salesforce, Hubspot) as well as act as a fractional CRM administrator to existing systems.
Assessment
A thorough review of your current system setup and configuration.
Implementation
Set up a new system the right way, the first time.
Integrations
The right software integrations to make your CRM 10x better.
Migrations
Merger, acquisition or switch to a new platform - we bring rigorous planning coupled with experience
Team Training
Oftentimes, training and documentation are an afterthought. We build it in from Day 1.
Ongoing Optimization
Maximize your crm investment with ongoing optimization and support.
Fractional CRM Admin
You need a CRM. But do you need a full-time admin to maintain it? For your sake, we hope not. The average salary for a CRM admin is $98,862. Before you hire, consider our flexible month-to-month pricing to complement your team:
An expert 3rd party perspective based on repetition and multiple use cases
An admin who can instantly pull in other subject matter experts
Complement your team
Cost-savings both in labor as well as software recommendations with long-term implications
Benefits of an admin who can seamlessly interface with RevOps and related teams
What's Included?
Day-to-day admin of the CRM environment, including user account maintenance, reports and dashboards, automation, and other routine tasks- Optimize sales, marketing, and customer success processes, including lead management, opportunity management, and customer retention
- Security setup (i.e. Profiles, Roles, Permissions, Sharing Rules)
- Data imports, clean-up, and normalization
- 1:1, train-the-trainer, and team training sessions
- 3rd party vendor selection and integrations
- Surfacing the latest product releases and AI (artificial intelligence) functionality
Integrate with market leading platforms
We work with marketing-leading platforms so we can help companies optimize the way their tech stack works together.
Learn more about how we work with tech stacks
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