Requirements analysis and Client onboarding
We define goals and pain points for CRM installation, choose an appropriate CRM platform, and comprehend the client's business model, target market, and sales/marketing procedures.
Businesses utilize CRM (Customer Relationship Management) as a system or approach to handle communications with both present and potential clients.
It makes use of data and technologies to increase profitability, optimize workflows, and strengthen customer relationships. We store client data, monitor interactions, automate processes, and offer analytics through CRM solutions to support businesses in making informed decisions.
As a digital agency, we provide CRM services that prioritize automation, customization, installation, and optimization to guarantee that customers get the most out of CRM.
Our Quality Working Process
We define goals and pain points for CRM installation, choose an appropriate CRM platform, and comprehend the client's business model, target market, and sales/marketing procedures.
Based on the demands of the customer, we modify the CRM (custom fields, workflows, automation). Connect CRM to already existing tools and email platforms.
Move client information to the new platform from the spreadsheets or outdated CRM systems. To guarantee accuracy, clean and arrange the data
Teach CRM to the teams in charge of sales, marketing, and customer support. Describe the best practices for automation, pipeline management, and lead tracking.
We put in place automated processes for customer interaction, follow-ups, and lead scoring. Also, for individualized communication, we set up email marketing automation.
Examine dashboards and CRM reports to monitor performance. Determine what needs to be improved and streamline automation procedures.