"This service will make you a CRM Pro without any of the tedious clicking around and arduous data entry"
-Territory Sales Representative
Our main objective is to make your sales interactions as effective as possible. CRM is great for this but using CRM can be too time consuming, cumbersome, and lack the ease of use to pull useful reports.
"Imagine the best inside sales person you know personally managing your CRM for you. Customer contacts, tasks, forecast etc. and then presenting back to you every Monday with reporting tracking your KPIs so all you have to do is engage" -Sale Manger, Channel Sales. In one word, we describe our service as "accountability".
Our staff have experience working in many different CRM platforms, sales analytics and business analytics. This allows us to ramp up quickly on your CRM requirements, understand your business, speak in your company's terms to provide you or your sales team with fast, accurate CRM entries and reporting to take your how you manage your business to the next level.
CRM & REPORTING SERVICES
CRMA (CRM Assitant)
Our personal CRM-Assistant role includes, but is not limited to for less than a cup of coffee per day:
- Create new accounts, establishments, contacts, notes
- Create and update opportunities
- Create and update tasks/reminders/meetings
- Provide you a weekly report on your actives and sales pipeline
- $49.99 per month - click here to contact us / cancel at anytime
CRMM (CRM Manager)
Our CRM-Manager includes the above support plus marketing and sales management requests:
- Up to 5 additions weekly (Static) reports to track KPI's, customer sales trends, marketing lists, ROI, inventory management, etc
- Create report and running log of "sales requested" CRM improvements
- Weekly 1:1 manager web meeting
- Prepare ad hoc reports such as blitz day objectives, timely sales contests, sort leads from marketing etc (Max 2 reports running at any one time)
- $199.99 per month - click here to sign up / cancel at anytime
CRME (CRM Expert)
Our CRM-Expert includes all the above support for a manager plus up to 5 direct reports:
- Up to 5 members of your sales team will receive a CRM-Assistant
- Our CRM Expert will run your 1:1s, present the data from the previous week, compare actual results to forecast
- Prepare ad hoc reports such as blitz day objectives, timely sales contests, sort leads from marketing etc (Max 7 reports running at any one time)
- $1,495.00 per month - click here to sign up / 6 month initial contract required
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Contact Us
Have more than 5 direct reports? Contact us for a custom quote.
