CRM Made Easy for Your Enterprise Clients

Craig Satchel Dalusong

Starting at

750

/wk

About this service

Summary

I’ll help you create a tailored CRM strategy and set up a customized system to manage your enterprise client accounts seamlessly. What sets me apart is my hands-on approach—I'll provide you with regular performance reports, conduct quarterly business reviews, and continuously optimize your CRM to ensure it's always aligned with your evolving needs, so you can build stronger, lasting relationships with your clients.

What's included

Client CRM Strategy Report
I’ll craft a detailed, tailored CRM strategy that aligns with your unique business needs, helping you build strong relationships with your enterprise clients while optimizing your processes.
CRM System Setup & Customization
I’ll ensure your CRM system is set up and fully customized to manage your enterprise clients seamlessly, including personalized workflows, dashboards, and automation to fit your business.
Monthly Client Performance Reports
Regular reporting is crucial for monitoring client engagement, spotting trends, and making data-driven decisions to improve relationships and business outcomes.
Quarterly Business Reviews (QBRs)
These reviews provide a chance to directly engage with clients, assess the health of accounts, and strengthen long-term partnerships.
CRM Optimization Recommendations
Continuously improving the CRM system ensures it adapts as your business and client needs evolve, keeping it efficient and effective.

Skills and tools

Account Manager

Customer Success Manager

Sales Manager