Define the Target Buyer: Know your ideal profitable customer criteria.
Outline the Sales Process: Align sales and marketing to move conversations forward.
CRM Configuration: Make it easy for data to flow.
Data Cleaning: Data accuracy throughout the sales cycle.
Email Deliverability: Communications effectively reach their intended targets.
GDPR and Other Laws: Data policies follow the rules.
KPI Dashboards and Reports: Track progress and results and analyze outcomes for data-driven decision-making.
Engaged Prospect Lists: Create sales views and lead scoring to keep qualified prospects at the top of the pile.
List Management: Create and manage marketing lists for email marketing.
Workflows: Automate work to make it as easy as possible to move data through the sales and marketing system.
Create and maintain a customized training library on how to use the CRM for specific stakeholders, and provide customized training and support.
Live or Virtual Workshops