CRM Utilization & Training
The investment you make in CRM technology is only as good as the data maintained within it and the way your internal teams utilize the tool on a daily basis. Consider it a live entity connecting and informing your sales and marketing efforts.
Get the most from your CRM to optimize business marketing & sales processes + increased ROI
Adopting New Technology
If you are new to using a CRM, our onboarding and training process ensures that your tools are set up correctly and your team is trained properly to take full advantage of your technology investment.
The CRM onboarding process includes:
- Creating the necessary custom data fields specific to your industry and sales process.
- Cleansing of existing customer, prospect, and opportunity data and importing it into the system.
- Creating criteria for static and dynamic lists to group contacts by a variety of data points including lifecycle stage, geography, products, industry, sales rep, etc.
- Creating your custom sales pipeline tailored to match your internal process including the creation of custom pipeline stages and other custom fields to gather pertinent information.
- Delivering intensive training to all user roles to ensure they feel comfortable using the system.
Evaluate Existing Technologies
If you are already utilizing an existing technology, we can conduct a thorough evaluation of your system to identify areas of improvement for data management and processes to increase accountability and productivity.
The CRM Evaluation Process Includes:
- Creating the necessary custom data fields specific to your industry and sales process.
- Cleansing of existing customer, prospect, and opportunity data and importing it into the system.
- Creating criteria for static and dynamic lists to group contacts by a variety of data points including lifecycle stage, geography, products, industry, sales rep, etc.
- Creating your custom sales pipeline tailored to match your internal process including the creation of custom pipeline stages and other custom fields to gather pertinent information.
- Delivering intensive training to all user roles to ensure they feel comfortable using the system.