CRM Strategy & Implementation: Turning Data into Revenue
Starting at
$
15
/hrAbout this service
Summary
FAQs
Which CRM platforms do you specialize in implementing?
I have deep expertise in leading platforms like HubSpot, Salesforce, and Zoho CRM. My choice of platform depends entirely on your business size, budget, and specific functional requirements (e.g., sales focus vs. service focus).
Does this service include data cleaning and migration?
Yes. A critical part of my service is ensuring your existing data (from spreadsheets or old systems) is cleaned, formatted, and accurately migrated into the new CRM structure without data loss.
Can you integrate the CRM with my other business tools?
Absolutely. I handle integration with essential third-party software, including your email service providers, accounting software, and marketing automation tools.
What training is included for my team?
Comprehensive training is provided, including custom video tutorials and live sessions tailored to each department (Sales, Marketing, Service). This ensures high user adoption and minimizes the learning curve.
What's included
A Tailored CRM Ecosystem
Designing, setting up, and customizing a CRM platform (e.g., HubSpot, Salesforce, Zoho) to streamline your sales, marketing, and customer service workflows.
Discovery & Audit Report
A comprehensive document outlining your current sales, marketing, and service workflows, identifying bottlenecks, and defining your CRM goals.
Platform Configuration
Complete setup of the chosen CRM (HubSpot, Salesforce, Zoho, etc.), including licensing oversight, user roles, and security settings.
Customization & Buildout
=> Design and implementation of custom sales pipelines and stages. => Creation of custom fields, objects, and record layouts tailored to your business data. => Setup of all necessary automation rules for lead routing, task assignment, and follow-up sequences.
Data Management
Full execution of data cleaning, migration, and import from your existing spreadsheets or systems into the new CRM.
Integration
Seamless connection of the CRM with up to 5 critical third-party tools (e.g., email marketing, accounting software, website forms) via native connectors or APIs.
User Training & Documentation
Custom video tutorials and live training sessions for your sales, marketing, and support teams to ensure high user adoption.
Skills and tools
Business Analyst
Systems Auditor
Software Consultant
HubSpot
Salesforce
Zoho CRM
Industries