CRM Access

Every business should use a Customer Relationship Management (CRM) solution to keep track of leads, customers, and communications.

Any business trying to do sales and marketing without a CRM is like a tradesman trying to do work without the right tools. You might be able to get some work done with the tools you have, but you won’t be as efficient as if you had all the right tools at your disposal.

The best CRM platforms make it possible for your team to manage contacts and communication of all types very efficiently by centralizing and organizing the data, as well as automating much of the process as possible.

If you’re not using a CRM, or the one you are using isn’t ideal, you should definitely consider a new solution to unlock its full potential.

Why Using a CRM Is Important

Think about all the possible ways a customer interacts with your business:

• through your GBP profile
• on your website contact forms, or chat
• emails
• text messages
• phone calls

Now think about all the data associated with those interactions being disorganized on multiple devices, or not saved at all, and it being mostly useless for ongoing marketing efforts.

Even if you’re a one man show, this is very inefficient.

But if you have a team and want to grow your business, not having a CRM is a huge missed opportunity.

With a properly implemented CRM, every interaction with a lead or customer is captured in one place—anyone on your team can be automatically notified of what they need to do next, and much of the communication in the process can be automated, rather than manual.

Imagine how much wasted time and frustration will be avoided as your business grows and functions with the efficiency a CRM provides.

Customer experience with your business will be better, too, as your service and communication will be conducted with a higher level of professional excellence.

All of those factors contribute either directly or indirectly to the profitability (and probably sanity) of your business.

What Makes Our CRM Awesome

Not all CRM solutions are created equal.

Ours is one of the most flexible, capable, and customizable solutions available (and we know from using several over the years).

It easily accomplishes:

• Comprehensive data management
• Automations, funnels, and follow-ups
• Single hub for all activity

If you can capture, organize, track, and update data seamless, you can communicate better, close more sales, and deliver better service. It’s removing complexity and creating efficiency.

With automation, communication and task management makes your business more efficient than ever before by establishing systems and processes which operate the same every single time.

Finally, having the all-in-one functionality means integrating with many other systems your small business may already be using, making it incredibly adaptable to any unique situation.

Take Your CRM Access Up a Notch

We know from experience some businesses like to have access to a tool but prefer to use the tool independently.

With this in mind, our CRM gains access to many facets of your business with an initial setup and integration (including directly with your website), and distributes this access to whoever you want with the freedom to customize it however you like.

For businesses who prefer more ongoing support to build and customize the platform, our CRM Implementation service is a great next step to keeping the momentum going.