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Custom CRM Implementation - "The Sales Engine"
With a clear understanding of your business in mind, we will create a ‘Meta Platform’ for your company. A singular, vertically integrated point of contact for all of your staff to interact with customers and their respective accounts. The systems we implement on the platform will be ‘self managing’ in the sense that we will limit the possibility for human error as much as possible, while maximizing our customer conversion rates.
This works best if you have at least one employee who I will train on the platform concurrent to setup of your system. This will dramatically improve implementation effectiveness.
Implementation Can include several or ALL of the following depending on your businesses specific context.
A-Z Sales Cycle Integration aimed at centralizing staff focuses and efforts.
SOP Creation within all steps of the sales cycle with automated accountability measures direct-to-staff. Clearly see what is going on at a ground level from a glance.
Automated SMS reminders, notifications, and retargeting campaigns to move deals forward quicker.
Step by Step Sales Cycle Automation - Massively increase sales-rep efficiency by reducing their ‘non-sales’ activity to as close to 0 as possible.
Robust Documentation & Visibility - Empower each staff member more with X-Ray like clarity on each customer’s journey to that point or their lack-there-of. Never miss important client details again.
Digital Sales Floor - Literally everything a sales agent needs to process leads into deals - totally customized to your operation.
Automated Hand-off - Automate the transfer of a client from your sales team, to the operations team in a consistent, scalable manner. This works well for companies who already have established clear channels of communication. Ie. (slack, groupme, teams)
AI Sales Agents Deploy your own hyper-realistic ai agent’s to field inbound leads via voice call, and sms. Reliably automate your repetitive conversations.
Custom Work-Flow Automation - Connect each step of your process seamlessly via progressive automations that move accounts forward.
Custom Tailored CRM to suit your proprietary process down to a science.
With a clear understanding of your business in mind, we will create a ‘Meta Platform’ for your company. A singular, vertically integrated point of contact for all of your staff to interact with customers and their respective accounts. The systems we implement on the platform will be ‘self managing’ in the sense that we will limit the possibility for human error as much as possible, while maximizing our customer conversion rates.
This works best if you have at least one employee who I will train on the platform concurrent to setup of your system. This will dramatically improve implementation effectiveness.
Implementation Can include several or ALL of the following depending on your businesses specific context.
A-Z Sales Cycle Integration aimed at centralizing staff focuses and efforts.
SOP Creation within all steps of the sales cycle with automated accountability measures direct-to-staff. Clearly see what is going on at a ground level from a glance.
Automated SMS reminders, notifications, and retargeting campaigns to move deals forward quicker.
Step by Step Sales Cycle Automation - Massively increase sales-rep efficiency by reducing their ‘non-sales’ activity to as close to 0 as possible.
Robust Documentation & Visibility - Empower each staff member more with X-Ray like clarity on each customer’s journey to that point or their lack-there-of. Never miss important client details again.
Digital Sales Floor - Literally everything a sales agent needs to process leads into deals - totally customized to your operation.
Automated Hand-off - Automate the transfer of a client from your sales team, to the operations team in a consistent, scalable manner. This works well for companies who already have established clear channels of communication. Ie. (slack, groupme, teams)
AI Sales Agents Deploy your own hyper-realistic ai agent’s to field inbound leads via voice call, and sms. Reliably automate your repetitive conversations.
Custom Work-Flow Automation - Connect each step of your process seamlessly via progressive automations that move accounts forward.
Custom Tailored CRM to suit your proprietary process down to a science.