What's included

• Marketing Automation Optimization

  I’ll optimize your marketing automation efforts within HubSpot, Salesforce, or ActiveCampaign to improve customer engagement, streamline marketing campaigns, and enhance the overall customer journey. This includes email workflows, trigger-based campaigns, and personalized messaging.

• Ongoing CRM Monitoring and Optimization

  Will continue to monitor your CRM’s performance, tracking system efficiency and identifying areas for further optimization. This includes monthly or quarterly check-ins to ensure your CRM is always working at its best and evolving with your business needs.

• Lead Scoring and Segmentation System

  Implement an intelligent lead scoring and segmentation system within your CRM, allowing you to prioritize high-quality leads and ensure your marketing and sales teams target the right prospects at the right time, improving conversion rates.

• Custom Dashboard and Reporting

  A custom dashboard will be created within your CRM to provide real-time insights into key metrics like lead generation, conversion rates, and sales pipeline health. I will also provide tailored reporting templates to help you monitor performance and make data-driven decisions.

• CRM Integration and Automation Setup

  I will integrate your chosen CRM (HubSpot, Salesforce, ActiveCampaign) with other key systems such as email marketing platforms, social media tools, and analytics. I'll also set up automated workflows to increase efficiency, reduce manual effort, and ensure communication between departments.

• CRM Strategy and Implementation Plan

  I will develop a customized CRM strategy tailored to your business needs, aligning with your sales, marketing, and customer service goals. This includes setting up HubSpot, Salesforce, or ActiveCampaign with best practices, ensuring a smooth transition and integration with your existing processes.