CRM Setup
We can set up new CRM systems, clean up your current CRM, or simply integrate 3rd party platforms. We will create an environment with high efficiencies and custom reporting that helps everyone make better decisions throughout your organization.
What We Offer:
- Design & Planning
- CRM System Migrations
- New CRM System Setup
- 3rd Party Integrations
- Training & Documentation
From Your CRM We Can Create:
- Custom Reporting & Dashboards
- Process Automation for all Users
- Calling, Emailing, and SMS Integrations
We Work With:
- Custom CRMs
- Salesforce
- Zoho
- Pipedrive
Within your CRM systems, your reps should be able to email, text, and call clients. All client communication on one file for all relevant parties to see. You want your reps to have flexibility, but there should also be accuracy within the data, as the data your reps collect will be the foundation of much of your reporting.
Within our system setups, we also offer:
- Staff Training
- System MigrationsÂ
Tell Us About Your Company
Let us help you grow your business and achieve the results you desire.
Had the pleasure to work with John on a number of PPC accounts on Yandex. John has a great sense of marketing globally through excelling locally. Always happy to learn new tools and experiment, while being focused on the results - this puts John way above the average advertiser!
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Working with John has been a pleasure! He has a great attitude and goes above and beyond to get the job done. He is very knowledgeable in the world of SEO and works to continually refine his skills. He definitely owns his position and has an entrepreneurial spirit!
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Extensive knowledge of how Google search works on both PPC and SEO ranked pages.
Noble H.
