Facebook-f Linkedin-in Instagram
800-941-1075
800-941-1075
logo.png

CRM Optimization
and Sales Automations.

You have leads. You want to squeeze the most ROI out of them and make prospecting as efficient and as automated as possible.

Schedule a Call

WHO IS IT FOR:

For the individual or business that wants to automate their prospecting as much as possible, speak to their past clients automatically, nurture their audiences to be top of mind and develop a machine that can consistently bring new opportunity to the forefront.

WHY WE CREATED IT:

Because time management and efficiency is key in sales and marketing. You can only call so many people in one day, and many days you’re probably off on appointments or taking care of other business duties that aren’t making you money. This is an opportunity for you to build an engine that will be working on your behalf 24/7, to create opportunities, engage your leads, referral partners and audiences, and create new opportunities for you every day – AUTOMATICALLY.

WHAT’S INCLUDED:

2 Different Version based on size of Organization. Plus monthly maintenance option.

Schedule a Call
CRM OPTIMIZATION + SALES AUTOMATION – STARTER
SETUP
  • Recommendation of CRM.
  • Basic business process mapping (up to 3 hours of setup)
  • Up to 3 users setup
  • Lead Routing among up to 3 users
  • Setup up to 3 Contact Personas
  • Import up to 3 Cleaned Data List
  • 5 Email / SMS Campaigns with clear CTA and goals - 3 for Contact Personas + 2 for additional goals
  • Connection with up to 2 Additional Lead Source (outside EMA) where supported
  • Connection with up to 2 Additional platform (where supported)
  • Email signature up to 3 users
  • 2 revisions to processes and automations
  • 2 Offline Purchase Conversion Events Setup
CUSTOMER SUPPORT & TRAINING
  • 1 hour Discovery call to understand goals with CRM and additional platforms
  • 1 Hour Discovery call in regards to ideal client and contact personas
  • 1 Hour Discovery call to define customer Journey and lifecycle
  • 2 Training calls with Leadership team
  • 1 Training call with users with an administrative or sales role (recommend leaders also join to review)
  • Basic Reporting setup and review on how to use the built in reporting features and the built in reports that are setup in CRM
CRM OPTIMIZATION + SALES AUTOMATION – ADVANCED
SETUP
  • Recommendation of CRM.
  • Create and implement Content Marketing Strategy to help qualify and close leads within CRM
  • Up to 10 users setup
  • Lead Routing among up to 10 users
  • Advanced analytics and reporting and Dashboard setup
  • Connection with up to 5 Additional Lead Source (outside EMA) where supported
  • Connection with up to 3 Additional platforms (where supported)
  • Advanced Business Process Mapping into CRM and related platforms (up to 20 Hours)
  • Advanced Reporting setup and review - up to 3 custom reports
  • Import up to 5 data sets with consultation to access data from previous platforms
  • 5 Offline Purchase Conversion Events Setup
  • 5 Contact Personas
  • Setup of Retargeting Ads for MOF and BOF
  • 7 Email / SMS Campaigns with clear CTA and goals - 5 for Contact Personas + 2 for additional goals (could be long term nurture and review request)
  • Lead Scoring (depending on platform - Lead scoring is the process of assigning values, often in the form of numerical "points," to each lead you generate for the business. You can score your leads based on multiple attributes, including the professional information leads have submitted to you and how they've engaged with your website and brand across the internet. This process helps sales and marketing teams prioritize leads, respond to them appropriately, and increase the rate at which those leads become customers.
  • mail signature setup for up to 10 users
  • 2 revisions to processes and automations
  • Setup of any integrations within the client's zapier
CUSTOMER SUPPORT & TRAINING
  • 1 hour Discovery call to understand goals with CRM and additional platforms
  • 1 Hour Discovery call in regards to ideal client and contact personas
  • 1 Hour Discovery call to define customer Journey and lifecycle
  • 3 Training calls with Leadership team
  • 2 Training calls with users with an administrative or sales role (recommend leaders also join to review)
  • Create CRM related training and usage videos support videos
  • Technical Setup Documentation
  • Sales funnel Visual breakdown
Schedule a Call

CRM OPTIMIZATION + SALES
AUTOMATION – MONTHLY MAINTENANCE PACKAGE

CUSTOMER SUPPORT

  • 1 hour of technical consulting per month
  • 1 hour usage coaching per month Coaching is for all users and includes discussion about latest trends, compliance, and helpful tips, and new features to their CRM / Platforms

UPDATES & TECHNICAL MAINTENANCE

  • 5 hours of updating integrations and editing business process per month
  • Monthly email deliverability check and comparison with industry metrics
  • Bi-Weekly verification of functionality and troubleshooting for integrations

WHAT YOU SHOULD KNOW:

This takes time. It isn’t something that can be done well in days or even weeks. It takes several weeks and up to 3 months. And then quite a bit of tweaking after that to make it perfect. This is something that should be started early if you’re hungry to grow fast later.

What’s next:

Once this is completed, you’re really ready to take on large volumes of leads and opportunities. Completing your CRM Optimization is one of the most important things we can do together to set up your marketing for long term success.

Schedule a Call
Need Leads?
See our: Managed Lead Generation
Turbo Charge your Lead Generation!
See our: WebLeads.AI

Here is how we start:

Step 1 

SCHEDULE A STRATEGY
CALL

Talk with one of our Business Experts about the current business, your goals, dreams and anything initial strategy to get started with you.

Step 2 

START YOUR MARKETING ECOSYSTEM

We’ll onboard you, have an in-depth strategy call, you’ll get confident in our talent and ability, and we’ll layout a plan for your success.
Step 3 

ACHIEVE YOUR DREAMS AND DOMINATE ONLINE

Start winning online, increase your revenue, profits, awareness, engagement and make your mark on your industry.
Schedule a Call
Scroll to Top