CRM Setup Package

Have you been thinking about implementing Customer Relationship Management (CRM) software for your business, but just haven’t had the time? 

You know and understand that having a CRM is an important tool to help move your business forward. 

Because using a CRM means you have higher quality contacts for your business, you’re providing better customer experiences, and providing long term success for you and your business!

This is for you if you’re ready to: 

  • Organize your list of contacts, clients, and customers in a centralized location. 
  • Better manage, track, and organize your relationship with customers. 
  • Create automating key tasks.
  • Analyze customer data, such as user behavior, amount of time a customer has been with your business, purchase records, and notes on sales interactions. 

A CRM can be used in various ways and provide numerous benefits to your small business. The following benefits include nurturing leads and supporting customers as they enter and move through your sales and marketing funnels. 

Benefits Include: 

Better Customer Service: Manages all of your contacts and gathers important information, such as demographics, purchase records, messages across many different channels, and makes it easy to share this information with your team. 

Increased Sales: Helps you streamline your sales process, build a sales pipeline, automate key tasks, and analyze all of your sales data in one centralized location. 

Centralized Database of Information: All information on your customers is centralized making it easily accessible to anyone on your team who needs it. Making it easy to see what products a certain customer is interested in, saving time from digging through emails and old files. 

Manage Communications with Prospective Leads: A CRM helps to manage the process, lets you know when to send alerts, and tracks interactions from phone calls to emails. 

Improved Customer Segmentation: Send emails reflecting a customer’s preferences, interests, and values by segmenting them into groups using data within the CRM. 

Automated Sales Reports: Can help you and your team evaluate sales performance, track goals, and check progress.

More Accurate Sales Forecasting: Using the built in reports you can identify key trends and get an idea of what to expect from future sales cycles and adjust your goals. 

Streamlined Internal Communications: Makes it easier for your team to communicate with each other, while allowing team members to send each other notes or alerts, tag each other on a project and send messages and emails, all within one system. 

Does this sound like something you and your business are ready for? Let me help you check this off of your list! 

HubSpot CRM Setup Includes:

  • Setting Up HubSpot Account in a view that works for you
  • Receiving contacts, formatting, and cleaning up data to upload into HubSpot
  • Creating Reports (Lists)
  • Creating Packages and Products
  • Creating Sales Pipeline
  • Creating Automations for streamlining
  • Connecting your email

(Note: Not all features mentioned above are available with a free version) 

Package Starts at – $550

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