Customer Relationship Management (CRM) Implementation
Optimize your marketing and sales activities.
CRM Implementation: Take Your Marketing & Sales to the Next Level
Your potential and current customers expect you to provide personalized and relevant experiences. Every interaction and touchpoint is an opportunity to connect with them through your marketing and sales activities. What’s more, enhancing your personalized communications drives greater engagement, ultimately resulting in higher conversion rates and revenue. You can achieve this through a combination of a CRM platform, marketing automation, and sales automation.
Benefits of Personalization
Enhanced Personalization Drives Greater Engagement, Conversion Rates, and Revenue
%
Sales Increase with Personalized Experiences
%
Increase in Likelihood to Buy After Personalized Experience
%
% of People Who Recommend a Brand or Pay More After Personalized Experiences
Source: Bloomreach
Our CRM Implementation Services
Marketing and Sales Automation
CRM Strategy & Roadmap
Develop a tailored strategy and roadmap that aligns with your business needs, software, and processes, identifying the customer’s journey for your marketing and sales automation.
Marketing Automation Implementation
Implement and optimize your marketing automation platform to align with the customer journey, delivering personalized communications.
Sales Automation Implementation
Develop and implement a customized strategy for your sales needs that supports your current business goals, sales processes, and organizational structure through sales automation.
Personalization
Create targeted and personalized marketing campaigns to connect with your audience. Use AI technology to deliver real-time, relevant, and engaging content.
Design Web, Social Media, Email & Other Content
Create stunning and effective personalized content and email campaigns that capture your audience’s attention and fosters engagement.
Real-Time Customer Analytics & Reporting
Measure and analyze the success of your sales and marketing efforts to continuously improve performance and optimize the customer journey.
Reasons to Build and Sustain Deep Customer Relationships and Experiences
We’ll help you leverage a CRM platform to:
- Easily communicate with customers or prospects with relevant messages (not spam).
- Personalize communications to achieve excellent ROI. Ensure your achieving a return on your sales and marketing investment.
- Segment and target different groups of customers with relevant messages they want to hear.
- Enhance the quality of leads.
- Warm leads for your sales team—no more cold calling.
- Improve perceptions of your company, products, or services.
- Drive efficiencies.
- Engage customers on an ongoing basis to increase life-time customer value.
“Our goal is to make it easy for you to grow your business.”
What Is a CRM?
CRM is an abbreviation for customer relationship management.
Specific CRM platforms help businesses to engage their customers, streamline processes, and generate revenue. Numerous CRMs are available to help small and midsize businesses (SMBs).
You may know some of these CRMs by name:
- Active Campaign
- EngageBay
- HubSpot
- Klaviyo
- MailChimp
- Salesforce
Why Choose Us?
With decades of combined sales and marketing experience, working with both SMBs and Fortune 500 clients across key industries, we offer:
- Expertise: Our seasoned marketing team has extensive experience in Marketing Automation and CRM strategy and implementation.
- Customization: We tailor your sales and marketing solutions to fit your unique business needs.
- Support: Continuous support and training to ensure your team gets the most out of your Marketing & CRM tools.
- Results: Proven track record of helping businesses achieve their marketing goals and deliver greater customer experiences.
- Integration: We leverage our content expertise, branding and design talent, technology know-how, user experience (UX) skills, and SEO acumen for peak performance.
Ready to Make the Investment?
What is the lifetime value of nurturing a single prospect and turning that person into a loyal customer?
What would the value of more customers and repeat business mean for your company?
What Is Marketing Automation?
Marketing automation uses software, data, and technology (a CRM platform enhanced AI) to streamline and automate repetitive marketing tasks.
These tasks might include more efficiency and personalization of blogs, social media, email campaigns, advertising, and lead scoring (identifying the best leads).
This enables your businesses to save money, be more efficient, and focus on day-to-day operations and customer relationships.
It also fosters enhanced measurement and continuous improvement.
2025: “Automate or Die”
Small Business Marketing 2025 – Part II: Automate or Die: Effective Marketing at Scale
Source: Campaign Monitor
What Is Sales Automation?
Sales automation uses software, data, and technology (a CRM platform enhanced with AI) to automate manual and repetitive sales tasks.
This allows your sales team to get the “warmest” leads and to focus on building customer relationships—rather than on “cold” calling and devoting hours to routine tasks such as reaching out for followups, setting appointments, writing quotes, and processing orders.
It also allows for enhanced measurement and continuous improvement.
% of Time Sales Reps Are Selling
According to Forbes, sales reps only spend 35% of their time selling.
The rest of the time is spent on other activities—for example, cold calling, driving, and meetings. Marketing and Sales Automation helps makes reps more efficient—generating “warm” sales leads and making routine tasks more efficient.
“We’ll do the heavy lifting, so you don’t have to. You have a business to run.”
Our Sales & Marketing Automation Processes
The first step is to pick up the phone or email us. We’ll set up a consultation to learn more about your business and to develop your customized proposal.
Each proposal we develop for our clients is based on your unique needs. However, the below is a reasonable example of what these processes often include.
Map Your Customer Journey
After we agree to work together, we’ll delve deeper into your business goals, current sales processes, and marketing activities. We’ll gain a clear understanding of your unique needs as we have for others.
Conduct Needs and Gap Analyses
We’ll also conduct a needs analysis on your current sales and marketing activities, processes, and content.
Create a Central Database
We’ll also collect, standardize, and load your existing data into the CRM.
Set up Your Automation Platform
We’ll work with your current CRM software or recommend a CRM platform for you. We’ll then implement the core deliverables of your proposal.
Train Your Team
The success of your CRM correlates with the adoption and standardization across your organization. We’ll collaborate with you to train employees, oversee the rollout, and provide ongoing support.
Our goal is to make it easy for you to grow your business. We’ll do the heavy lifting, so you don’t have to.
After all, you have a business to run.
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