CRM Integration & Marketing Automation
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About this service
Summary
FAQs
Which CRM platform do you recommend?
I most commonly work with HubSpot for its all-in-one suite and Salesforce for more complex sales operations but we handle all CRM's. The best choice depends on your business size, budget, and specific needs, which we'll determine during our discovery call.
Can you integrate with my existing tools?
Absolutely. I specialize in connecting various tools using native integrations or automation platforms like Zapier to create a cohesive tech stack without disrupting your current workflow.
How long does a typical integration project take?
A standard CRM and basic marketing automation setup typically takes 2-4 weeks, depending on the complexity of the workflows and number of integrations required.
What's included
Integrated CRM & Lead Management System
A fully configured CRM (like HubSpot or Salesforce) integrated with your website forms and contact points, automatically capturing and organizing lead information.
Automated Marketing Workflow Setup
A set of automated email sequences and lead nurturing workflows triggered by user actions (e.g., downloading a guide, visiting a pricing page) to move leads through your sales funnel.
Performance Analytics Dashboard
A custom dashboard (e.g., in Google Analytics or your CRM) that tracks key metrics like lead sources, website conversions, and email campaign performance.
Integration & Strategy Documentation
Clear documentation and a training session on how to use your new automated systems, manage leads, and interpret the analytics data for ongoing success.
Skills and tools
IT Specialist
Operations Manager
Paid Marketing Specialist
Asana
Google Analytics
HubSpot
Salesforce
WordPress