CRM & REPORTING SERVICES
CRMA (CRM Assitant)
CRMA (CRM Assitant)

Our personal CRM-Assistant role includes, but is not limited to for less than a cup of coffee per day:

  1. Create new accounts, establishments, contacts, notes
  2. Create and update opportunities
  3. Create and update tasks/reminders/meetings
  4. Provide you a weekly report on your actives and sales pipeline
  5. $49.99 per month - click here to contact us / cancel at anytime
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CRMM (CRM Manager)

Our CRM-Manager includes the above support plus marketing and sales management requests:

  1. Up to 5 additions weekly (Static) reports to track KPI's, customer sales trends, marketing lists, ROI, inventory management, etc
  2. Create report and running log of "sales requested" CRM improvements
  3. Weekly 1:1 manager web meeting
  4. 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)
  5. $199.99 per month - click here to sign up / cancel at anytime
CRMM (CRM Manager)
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CRME (CRM Expert)
CRME (CRM Expert)

Our CRM-Expert includes all the above support for a manager plus up to 5 direct reports:

  1. Up to 5 members of your sales team will receive a CRM-Assistant
  2. Our CRM Expert will run your 1:1s, present the data from the previous week, compare actual results to forecast
  3. 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)
  4. $1,495.00 per month - click here to sign up / 6 month initial contract required
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Cornerstone CRM
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Contact Us
Have more than 5 direct reports? Contact us for a custom quote.
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