Services

Forget about how you used to market and start considering how you should be marketing for the future. The future is about connecting all your touch points under one single hub, able to access data with a click of the mouse or the swish of your mobile touch screen. We provide sales marketing strategy with a full dynamic CRM architecture. We ensure that your sales, marketing and service team members talk to each other without ever having to be in the same time zone or even make a call.

We guide clients to the best decision for the success of their company. We don't balk at telling our clients how it is, even if we don't agree. We let our expertise guide us to provide the best service possible.

SETUP + IMPLEMENTATION

GET SETUP WITH A NEW CRM SYSTEM OR MIGRATE TO A NEW ONE.

IMPLEMENT CRM

Every company needs a way to integrate, track and measure their sales, marketing, service and inventory. If you are new to CRM, we can help you get implemented with:

  • Need-to-system analysis
  • Recommendation of architecture
  • Implementation and integration of applications
  • Data loading, data cleansing and data integrity programming
  • Customization and automation
  • Multi-currency pricebooks for all divisions
  • Multi-level model selling infrastructure
  • Creating Partner Portals
  • Leads scoring development
  • Daily, weekly or monthly administration
  • Prospect Management and Segmentation
  • Scoring Development Combined with Salesforce Lead Score
  • Reporting and Analytics
  • ROI tracking

MIGRATE CRM

If you are currently using a CRM system and would like to move to a new one, we will handle the migration process for you. If you are unsure of what system you should be using, we will evaluate your business needs and determine the CRM that’s right for you.

FIXES

NEED HELP? WE RUN DIAGNOSTICS, FIX, AND IMPROVE YOUR SYSTEM.

PROCESS PLANNING

We take your current process, refine it, then translate it into a working model for your CRM.

DATA INTEGRITY

Being unique something we all strive for, but in a CRM it's essential to daily operations. We provide a full data analysis, review and cleanse of your system - turning it into a well oiled machine. This step is imperative before any 3rd party integration. We love scrubbing dirty data and making it shiny and new.

AUGMENTATION

ENHANCE YOUR CRM WITH THIRD-PARTY INTEGRATION TOOLS.

PARDOT

Pardot is the official marketing automation app for Salesforce. Get full CRM integration by syncing Pardot with Salesforce and create an all-in-one marketing powerhouse for your business. Pardot has been a Salesforce AppExchange partner since 2007, and has consistently maintained a 5-star rating from Salesforce users.

EXACTTARGET

Integrate your email marketing with your CRM system. The ExactTarget Marketing Cloud Salesforce integration allows you to combine your CRM and digital marketing data together to help you simplify your data management so you can make better informed decisions as a marketer.

DOCUSIGN

Take Salesforce to the next level with our expert Docusign integration of all your contracts and agreements. We'll trick out your org with customized templates and ready to send and sign documents at the press of a button. Just one more way we make your Salesforce seamless and easy to manage.

LIVECHAT

Enable your sales and support teams to move relevant information gathered during live chat sessions directly into Salesforce with our LiveChat integration. This includes building out trouble ticket systems with automated notifications, creating customer knowledge portals, and training your staff.

FAST CALL INTEGRATION

We'll turn your Salesforce into a smartphone with Fast Call integration so you can improve your team's productivity without a single keystroke. All calls will be automatically logged in your org so you can attend to more important business.

HUBSPOT

Need help attracting new clients and closing new business? That's why we love content driven demand generation marketing. We'll integrate Hubspot for a hassle-free funnel giving you more control and setting you up for marketing success.

DEMAND TOOLS & DUPEBLOCKER

The tools we recommend right off the bat almost every time. A clean CRM is a happy (and productive!) CRM. It's like laundry day everyday for your business so you will never have the proverbial missing sock again.

  

 

We also support:

MARKETING STRATEGY

TIE IT ALL TOGETHER WITH A COHESIVE MARKETING PLAN AND DIGITAL STRATEGY.

MARKETING AUTOMATION STRATEGY

In addition to programming and implementation we develop a strategy for your new marketing powerhouse that sets your business up for success right out of the gate.

EMAIL MARKETING

  • Lifecycle CRM
  • Drip Campaigns
  • Email content and Design Development

OPTIMIZATION

Marketing audit, readability, mobilization, A/B testing, data analysis, layout design.

WEB SERVICES

  • Creating web-to-lead systems, form-to-database and auto responders
  • Website Optimization
  • Web Content Development
  • Web Planning Strategy
  • Social Media Strategy - to generate leads and tie into marketing promotions

Pricing

Our standard billing is a monthly retainer with a block of hours set aside for us to work on your Marketing & CRM.

Contact us