CRM Management

Organize engagements and improve process

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CRM Management Solutions

Outsourcing your CRM manager role can allow your company to focus on its core competencies and strategic priorities, rather than being bogged down with the day-to-day operational management.

We handle it all…

User Management

Managing the users or team members who have access to the CRM system and their permissions and roles within the system.

Property & Field Configuration

Setting up the different data fields or properties that will be tracked for each customer or lead within the CRM.

Data Cleansing and Enrichment

Cleaning and organizing the data within the CRM, as well as adding additional relevant information to enhance the data's value.

Audience Research and Segmenting

Researching and understanding the target audience for a business, and then segmenting that audience into smaller groups based on shared characteristics or behaviors.

List Imports & Exports

Importing or exporting lists of customers or leads into or out of the CRM.

List Building

Creating lists of potential customers or leads based on certain criteria or characteristics.

User Support and Training

Providing continuous support and training to users of the CRM, to help them effectively use and get the most out of the system.

Report Generation

Generating reports or data summaries for performance tracking and insights.

Email Sequence Setup

Setting up automated email campaigns or sequences that will be sent to customers or leads based on specified triggers or actions.

Repeat Task Automation

Automating repetitive tasks within the CRM system, to save time and improve efficiency.

Lead Capture & Form Building

Creating forms that can be used to capture leads or information from potential customers.

Tech & Tool Integrations

Integrating the CRM system with other technologies or tools, to enable data sharing and more efficient workflows.

Improve your client engagements and CRM operations