CRM Consulting
We help optimize your CRM especially with Salesforce, hubspot and
pipedrive with best practices to create a strong infrastructure.
1
Administration
We monitor your CRM and focus on daily maintenance tasks and improving your CRM, which will be a fraction of the cost of a CRM administrator internally
2
CRM Onboarding
For new CRM implementations, migrating from another platform, or are looking to integrate add-on tools, our CRM administrator can help set up your business goals
3
Training the Team
Our enablement trainers can design custom training programs based on the company’s processes. We’ll train on how to use CRM and best ways to onboard new users as your team grows.
4
CRM Support
CRM support agents are a call away for any support. Our reps. provide real-time technical support via phone and chat.
Data Scrubbing / Lead Generation
We help you create new databases and clean up the ones you have earlier. We scrub and enrich your data to give you the best which brings you the best in terms of revenue. We focus on human-curated, custom B2B contact and account data. And we can help you develop an ideal customer profile for precise targeting.
Our lead generation Process
Validate
We hand scrub your existing records to verify contact information, such as names, phone numbers, and email addresses. You shouldn’t have to second-guess whether your data is trustworthy.
CRM Onboarding
For new CRM implementations, migrating from another platform, or are looking to integrate add-on tools, our CRM administrator can help set up your business goals
Training the Team
Our enablement trainers can design custom training programs based on the company’s processes. We’ll train on how to use CRM and best ways to onboard new users as your team grows.
Customer Experience
Customer Onboarding
Help your customers onboard effectively to ensure success and satisfaction with your solution.Our professional Onboarding Specialists help your customers implement your solution successfully to keep them engaged with your product and reduce churn.
Outbound Customer Care
Improve customer retention and encourage brand advocacy with ongoing customer care. Nurture relationships between your customers and your brand with ongoing outreach that delights, retains, and turns users into advocates for your solution.
Outsourced Tech Support
Provide smart and timely technical expertise by nurturing relationships between your customers and your brand with ongoing support that delights, retains, and turns users into advocates for your solution.
Appointment Setting
We call target accounts, follow up with marketing leads, and qualify prospective buyers to provide your sales team with more meetings and also help them to close the leads quickly, which eventually leads to saving your time, money & Efforts.
B2B Appointment Setting Process
