General system setup including properties, users & team access & permissions, system customization and process replication.
We rebuild existing automation & map your desired sales process to create new automated flows to eliminate friction & enhance sales productivity.
Align & document your sales process in the CRM to manage and monitor the movement of opportunities & forecast outcomes.
Define, design & buildout appropriate dashboards & scoreboards to establish "one version of the truth" for executives, managers & produers.
Design and implement a training curriculum (live and on-demand) to ensure effective utilization. Provide ongoing support for your entire team.
Review existing CRM database to identify, map and execute property/field migration through automated or manual processes.
Assess database and design & execute a segmentation strategy that enables 1:1 process management at scale and optimizes sales automation.
A database is only as good as the data in it. We'll ensure yours is maintained, deduped and accurate + we provide option lead intelligence augmentation.
We'll make your CRM more powerful by integrating with third-party sales and marketing enablement apps to work seamlessly.
Develop and automate the tracking of a sales & marketing service level agreement (SLA) to ensure alignment & optimization.
802 Northridge Way
Severna Park, MD 21146