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SALES

CRM SETUP AND USE

We will gather, cull, clean up and import your list of contacts for use in email marketing campaigns and any other way you want to leverage them.

Do you have stacks of business cards you collected that still haven’t been entered into a database?

Does each employee maintain their own Address Book?

Do you need help just pulling all the pieces together and creating the database of your dreams?

Journal

Reasons you use a CRM or update your existing database to be a CRM:

  • Optimized marketing strategies
  • Increased workflow efficiency
  • Enhanced customer data analysis
  • Improved customer relationships
  • Easier access to standardized info among all employees
  • Improved sales and cross selling opportunities
  • Streamlined invoicing and maintenance billing
  • Social media tracking and management

CONTACT US
Now, or after you review our process, questions are always welcome.

JOIN AN ASK ME ANYTHING SESSION
Join Beatrice on the first Friday of every month at 8am PST to learn the latest, most powerful techniques for increasing sales.