If you have customers, we’re willing to bet you’re interested in keeping them coming back again and again.
We take Customer Relationship Management seriously, and have successfully implemented several technologies and strategies for our clients to help improve their relationships with customers, retain their customers and drive sales growth.
The best thing about using a Customer Relationship Management platform like Salesforce is that it allows you to manage many of your business functions through the tool.
If you struggle with keeping track of your customers and understanding who is a valuable lead to pursue, CRM platforms automate that process and help you understand how and when you should interact with your customers. Our CRM services deliver comprehensive customer data, lead generation, and effective strategies that guide your qualified leads through the sales funnel; all the while managing customer information to help you stay on top of who they are and what they need.
Take your customer service to the next level. CRM platforms like Salesforce allow you to take many actions to enhance your customer support, with features like “Help” tickets or request forms.
With these additional types of customer support capabilities, a CRM becomes much more than just a tool. It truly helps you manage your business with unique and effective ways to interact and engage with your customers.
Turning a lead into a customer requires strategic touch-points at every stage of the sales process. Take potential customers seamlessly from one step to the next with the right workflows.
We’ll help you identify the steps your leads are taking in the sales process and increase your conversions with the right content at the right time and in the right form. We understand when a lead needs a whitepaper versus a call-to-action to buy, and we’ll analyze conversions and effectiveness at every stage.
Worried about customer churn? Prevent it with the right post-sales workflow designed to deliver the customer service and support everyone expects.
So you’ve sold a product. Don’t stop there! When you provide a customer with a personalized onboarding process that gets their questions answered and gives them the information they need, your chances of keeping that customer dramatically increase. We’ll help you map out a post-sales workflow to keep your customers coming back year after year.
You’ll always know how your CRM initiative is performing. We are able to produce comprehensive reports and dashboards that create a visual representation of all CRM data, making it digestible and easy to learn from.
These reports deliver important information like your number of conversations, but also offers up critical conversation data, such as how many dollars each lead could potentially bring in, or how effective your individual sales team members are. Your marketing campaigns will be far more successful, will deliver a new level of insight and allow you to improve your approach based on what you learn.
Generating and converting leads is a multi-step process that requires a dedicated CRM platform and accompanying strategy.
Every time a lead takes an action on your website, it presents a new opportunity to take them further down the sales funnel. We can set up custom triggers that automatically alert your salesperson to follow up. For instance, if someone downloads a whitepaper from your website, you can get them to take another step with a follow-up email suggesting a related blog post. Knowing when and how to take these actions is where a CRM platform and agency strategy count the most.
Salesforce has so many beneficial capabilities, and we know them all. Support even your most complex business processes with advanced, custom functionalities.
Visualforce is a more powerful way to build applications and customize the Salesforce user interface, so you get even more benefit from your CRM and enhance your business practices. We’ll get you going on Visualforce so you can begin taking advantage of user behavior insights and the controls around them.
No matter the size of your business, project management is key to your success and oversight of different departments or divisions.
Through our implementation of a CRM platform for your organization, we’ll ensure you have a complex project management component that will allow you stay on top of workflows and monitor all tasks and events within a project, creating milestones around each one. Know your contacts and never miss a beat.