Monthly Management

LET US HELP YOU WITH YOUR CRM!


DO YOU WANT TO TAKE YOUR COMPANY TO THE NEXT LEVEL?

The largest companies in the world hire CRM experts full-time to make sure they get an extremely high ROI from their CRM. Our target clients, small to medium-sized businesses, normally cannot afford a full-time CRM administrator. This is why we offer our Monthly Management Services. For a part time affordable retainer we will ensure you get that same ROI the large companies get. Your CRM is your biggest asset. Do not let it sit on the waste side!

INNOVATIVE

We will leverage the latest and greatest tips, tricks and features of your CRM.

ACCOUNTABLE

Communication is our forte. We are accountable for what we do and will keep you in the loop every step of the way.

TRANSPARENT

Through regular meetings we provide metrics, reporting and progress on all projects we lead.

OUR MONTH TO MONTH STRATEGY CAN INCLUDE, BUT IS NOT LIMITED TO:

  • Monitoring automated email deliverability and success.
  • Campaign analysis & Res Code analysis.
  • Adding new users.
  • Removing users and redistributing Book of Business.
  • Adjusting permissions.
  • Merging duplicates on request or through internal analysis.
  • Updating customer communication preferences.
  • Reconciling sold data and making sure opportunities have marketing source
  • Adding new email templates.
  • Monthly (bi-weekly at request) Eblast creation and execution.
  • Analyzing KPIs (looking for training/consulting/performance opportunities) including usage of CRM.
  • Reactivating email accounts.
  • Troubleshooting/correcting errors.
  • Adjusting/creating Business Rules & other Marketing initiatives.
  • Adjusting notifications