video-latent-power-crm

 

CRM Setup

General system setup including properties, users & team access & permissions, system customization and process replication.

Learn More

Sales Automation

We rebuild existing automation & map your desired sales process to create new automated flows to eliminate friction & enhance sales productivity.

Learn More

Pipeline Management

Align & document your sales process in the CRM to manage and monitor the movement of opportunities & forecast outcomes.

Learn More

Performance Reporting

Define, design & buildout appropriate dashboards & scoreboards to establish "one version of the truth" for executives, managers & produers.

Learn More

Training & Support

Design and implement a training curriculum (live and on-demand) to ensure effective utilization. Provide ongoing support for your entire team. 

Learn More

Data Migration

Review existing CRM database to identify, map and execute property/field migration through automated or manual processes.

Learn More

Database Design & Segmentation

Assess database and design & execute a segmentation strategy that enables 1:1 process management at scale and optimizes sales automation.

Learn More

Data Cleaning & Augmentation

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.

Learn More

Integrations

We'll make your CRM more powerful by integrating with third-party sales and marketing enablement apps to work seamlessly.

Learn More

Alignment

Develop and automate the tracking of a sales & marketing service level agreement (SLA) to ensure alignment & optimization.

Learn More

The Imagine CRM Migration, Setup & Optimization Process

crm-migration-methodology

 

More Insights & Resources

New call-to-action
New call-to-action
5 Essential Components of a High-Growth Tech Stack
New Call-to-action