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Sales Process & CRM

CRM

Let Us Create a Robust Sales Process​

Q.WHY DO I NEED A CRM?​

A. To store client data, keep conversations organized, and help your sales team manage the sales process. We have a monthly subscription CRM for you to use. We help you get all the features implemented so you can use it to drive more sales.

Q.WHAT IS WORKFLOW AUTOMATION?​

A. Clarifying a consistent message is key. We help automate the redundant parts of your sales process so you can be more efficient and stay on brand.

Q.How can I do better with follow-up?

A. Retargeting is the most underutilized sales skill I have ever seen. How much money are you spending on getting a lead to never follow-up. We can help activate some retargeting strategies.

Once Completed, Our Clients Should Feel...

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Accountability

Clear direction and expectations.

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Efficient

Stop doing manual work and use your time better.

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Excited

Everyone has a clear understanding of their role and expectations.

Examples

sales process crm 1
sales process crm 2

Our Process

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Discovery & Free Trial

Use our 30 day free trial to poke around the system.

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On-Boarding

A T-6 Marketing rep will help you get comfortable with its functionality.

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Manage Your Sales

Start holding your team accountable with a clear process.