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Process to Start Using Our CRM

Process to Start Using Our CRM

If you don’t know what a CRM is, please refer to our page on “What is a CRM?”

Our CRM was built from more than 12 years of intensive marketing, sales and technology experience. We wanted to have a very simple tool that helps people more effectively manage their whole marketing and sales process. Having the marketing and sales information together in the same system allows you to have insight into how effective your lead generation is and directly connect that information to the effectiveness of your sales.

Our team will work with you to help make the transition as simple as possible.

There is a way to sync contacts from both Google and Outlook/Exchange which will keep it up to date as you add more contacts.

You will be trained in how to use the platform, including a series of videos we put together on how to use the platform.

If needed, our staff can do a full implementation service for you, which involves a custom plan to migrate your data from other systems/spreadsheets in our CRM. We will get all your contacts added, sync your emails and add any other files or lists. The idea is to make it as simple as possible for you to get up and running.