Custom CRM Setup & Management: Streamline Client Relations

Endrina Rivas

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About this service

Summary

I offer a custom CRM setup and management service designed to optimize your team’s client management and communication processes. I work closely with your team to build a CRM tailored to your specific workflows, ensuring seamless lead management, automated communication, and insightful reporting. What sets my service apart is the personalized approach—combining a fully customized system with ongoing support, training, and updates to keep your CRM aligned with your evolving business needs.

Process

1. Initial Consultation

Objective: Understand the client’s specific needs, workflows, and goals for the CRM.

Actions: Schedule a meeting to discuss current challenges, desired features, and how the CRM will integrate with existing tools and processes.

2. CRM Design & Planning

Objective: Develop a custom CRM blueprint tailored to the team’s workflows.

Actions: Collaborate with the client to design the CRM structure, including lead management, communication workflows, team member assignments, and reporting features. Gather feedback to ensure the design aligns with the team’s needs.

3. CRM Setup & Implementation

Objective: Build and implement the custom CRM.

Actions: Set up the CRM based on the approved design, integrate it with existing marketing channels, and configure automation features. This process includes testing and refining the system to ensure it’s fully functional and ready for use.

4. Personalized Team Training

Objective: Ensure the team is fully equipped to use the CRM effectively.

Actions: Conduct a tailored training session focused on the team’s specific workflows, covering all essential CRM features. Provide hands-on guidance to ensure each team member understands how to navigate and utilize the system.

5. Launch & Immediate Support

Objective: Successfully launch the CRM and address any initial issues.

Actions: Roll out the CRM for team use, monitor the system for any challenges, and provide immediate support to resolve any issues that arise during the initial usage phase.

6. Ongoing Maintenance & Edits

Objective: Keep the CRM aligned with the business’s evolving needs.

Actions: Offer three free monthly edits to fine-tune the CRM as needed. This includes adjusting workflows, adding new features, or modifying automations based on client feedback.

7. Continuous Feature Updates

Objective: Ensure the CRM stays current with the latest features and enhancements.

Actions: Automatically include new features in the client’s CRM as they become available, ensuring the system remains cutting-edge without additional costs.

8. Regular Check-Ins (Optional)

Objective: Provide ongoing support and ensure long-term satisfaction.

Actions: Schedule regular check-ins to review CRM performance, gather feedback, and discuss any further customizations or updates that may benefit the team.

What's included

Custom CRM Setup
A fully customized CRM tailored to your team’s specific workflows. This CRM will be ready for immediate use, streamlining lead management, communication, and reporting.
Personalized Team Training Session
A tailored training session designed specifically for your team’s workflow. This session ensures that every team member understands how to use the CRM effectively within the context of their daily tasks, maximizing productivity and seamless adoption.
Three Free Monthly CRM Edits
Receive up to three complimentary edits to your CRM each month. These edits allow you to tweak and refine the system as your business needs evolve, ensuring the CRM remains perfectly aligned with your operations.
New Features Included
Stay ahead with ongoing access to new CRM features as they’re rolled out. Your subscription includes these updates, ensuring your system continuously improves without additional costs.

Skills and tools

Sales Manager

Customer Success Manager

Account Manager