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Your business life can be a lot easier than you think...

We'll help you implement the right CRM (Customer Relationship Management) and PM (Project Manager)  system that works for your business best.

CRM (Customer Relationship Management) and PM (Project Manager) software can make your life a whole lot easier to an extent that you could not imagine before experiencing it...

 

Simple stuff these types of software may handle for you:
  • Keep a centralized database of your customers with custom fields, labels, and archived documents.
  • Quickly pull up a customer's profile by name, email, number, etc. 
  • See all the history of a customer at once. Emails, calls, notes, meetings, tasks, etc.
  • Filter and view customers based on specific fields, e.g. all that are in a specific stage, or closed by a specific salesperson or source
  • Delegate and schedule tasks with reminders
  • Keep track on how much time was spent by any employee for any task or customer
  • Send emails and chats, calls, quotes, e-signatures and so much more from within the system
  • Set up a workflow for your marketing or service provided, so you know exactly where you're up to for each customer
Advanced stuff you can do
  • Automate task scheduling. "When this is done, create a task for that"
  • Automate delegation. "When this checklist is done by user A, create a task for user B to take over"
  • Automate emails based on certain sequences or tasks done
  • Import customer leads through forms or chats with automatic follow-ups
  • And so much more

So this is REALLY useful. But, here is the problem.

There are so many options out there that your head will spin. As good as a system might be, not everything suits best your needs. Some are excellent in scheduling automated follow-up emails but cannot track time spent on a specific customer or task, and vice versa. And to add to the confusion, each software may have multiple pricing tiers so it's difficult to tell what it'll end up costing you. 

 

So, what is the solution? There are 2:
  1. You waste days or weeks doing research and tryouts on various software until you settle on one. Oftentimes, after using it for a while, you find that it doesn't really work for you and you switch to a different software, which means entering all data again and setting up everything from scratch. This method is a huge waste of time that could have gone into investing in learning your trade better, building business relationships and so much more valuable. This is the unwise option.
  2. You consult someone experienced in many of the top software. He or she will consider your specific needs and budget and point you directly to the system that works best for you. This is exactly what we do.

 

What We Offer:

  • Expert consultation to point you to the right solution. Then, you can either set it up yourself, or
  • We assist you in the setup and guidance on how to use it effectively. 

 

A Customer Relationship Management (CRM) system and a Project Management (PM) system are both crucial for a business for several reasons:

Importance of a CRM system:

  1. Centralizes customer-related information: A CRM system collects, organizes, and manages all of your customer-related information, allowing you to track the buyer’s journey for every individual you interact with.
  2. Improves cross-team collaboration: It helps in aligning your sales, marketing, and service teams, promoting cross-team collaboration.
  3. Enhances the customer experience: By streamlining communication and improving data management, a CRM system enhances the customer experience.
  4. Facilitates data-driven decisions: CRM provides insights needed to make data-driven decisions and tools to optimize forecasting tasks.
  5. Maximizes customer satisfaction and lifetime value: It helps your business maximize customer satisfaction and customer lifetime value, drive more sales, and resolve customer issues faster.

Importance of a PM system:

  1. Streamlines business processes: A PM system can streamline your business processes.
  2. Improves collaboration: It improves collaboration between departments.
  3. Centralizes communication: A PM system centralizes your communication.
  4. Promotes best practices: Project management software promotes best practices and techniques for achieving project objectives quickly.

In summary, a CRM system helps businesses interact with customers, keep them engaged, and create a wonderful experience, while a PM system promotes best practices for achieving project objectives quickly. Both systems play a vital role in the growth and success of a business.