Customer Relationship Manager (CRM)
Customer Relationship Management (CRM) software is a tool to track your business’ customer data at its core.
Additionally, by customizing the CRM and connecting it to other software tools, you end up with a source of truth and central home for your data.
This allows businesses to report on key metrics, automate processes, and ultimately streamline business so you spend more time with your customers.
Read this post What is a CRM? to find out more!
Do you need to decide which CRM is right for your business?
Defined CRM Consulting can guide you through the due diligence process to determine which CRM software is the best fit for your business’ needs.
Implementing a CRM is no small task. There are many considerations, including, but not limited to:
The best approach to the implementation
Backing-up data
Data manipulation for import Building out Salesforce
Testing & User Acceptance Testing
Resources (budget, timeline, etc.)
The timeline can range from weeks for an out-of-the-box implementation, months for minimal customization, and up to or more than a year with a highly customized CRM for hundreds of users.
Whether you have a dedicated Certified CRM Admin, an Executive CRM Sponsor acting as an interim admin, or no one on staff managing your CRM, Defined CRM Consulting is here to support your business maintaining its CRM.
This might look like answering support tickets from users, activating and deactivating users as they onboard and off-board, moving permissions to permission sets from Profiles or processes from Workflow Rules and Process Builder to Flow, to improving the CRM setup.
Customer Relationship Manager (CRM)
Customer Relationship Management (CRM) software is a tool to track your business’ customer data at its core.
Additionally, by customizing the CRM and connecting it to other software tools, you end up with a source of truth and central home for your data.
This allows businesses to report on key metrics, automate processes, and ultimately streamline business so you spend more time with your customers.
Read this post What is a CRM? to find out more!
Do you need to decide which CRM is right for your business?
Defined CRM Consulting can guide you through the due diligence process to determine which CRM software is the best fit for your business’ needs.
Implementing a CRM is no small task. There are many considerations, including, but not limited to:
The best approach to the implementation
Backing-up data
Data manipulation for import Building out Salesforce
Testing & User Acceptance Testing
Resources (budget, timeline, etc.)
The timeline can range from weeks for an out-of-the-box implementation, months for minimal customization, and up to or more than a year with a highly customized CRM for hundreds of users.
Whether you have a dedicated Certified CRM Admin, an Executive CRM Sponsor acting as an interim admin, or no one on staff managing your CRM, Defined CRM Consulting is here to support your business maintaining its CRM.
This might look like answering support tickets from users, activating and deactivating users as they onboard and off-board, moving permissions to permission sets from Profiles or processes from Workflow Rules and Process Builder to Flow, to improving the CRM setup.
Website (design + build)
For the business owners who want a website up-and-running quickly, at a fair rate, we have you covered.
CRM software management may be our core service, but we work with small to medium-sized businesses, and we know everyone wears a lot of hats…so do we!
What is your situation?
Do you have simpler or complex needs? (i.e., market your business or add scheduling, subscriptions, or eCommerce)
Do you have a website but it needs to be improved/redesigned, or do you not have a website at all?
Are you using, or do you have a preference using, Squarespace or WordPress?
Have you listed all the capabilities and requirements your website needs and documented it?
Will you have a blog or need social media integrations?
Contact Defined CRM Consulting!
How are you converting leads that come to your website? Do you have a website for leads to find?
When you have forms for inquiries, support, subscriptions, and more, where does that data go?
If the answer is “not setup yet” or “email”, or there is not a centralized or automated process, then it’s time to talk to Defined CRM Consulting.
Have you linked your social media accounts, YouTube, etc. to your website?
Contact Defined CRM Consulting to set that up today!
Congratulations on deciding to start a blog!
Talk to Defined CRM Consulting about getting your blog up-and-running.
How can we help you?
Does each department in your business use a different software application?
—OR—
Are you a small business with no silos, but you still need to implement all the accounting/website/customer management/payment processing software?
—EITHER WAY—
Wouldn’t it be nice if all of these were linked, and there was a way to report on what is happening in your business by department, customer, product, etc., and have an ENTIRE view across the company?
That’s what Defined CRM Consulting can do for your business: implement software applications to build an end-to-end business solution linking multiple applications for a streamlined and complete process!
Examples: AppExchange Apps, QuickBooks Online, Web-to-Lead Forms, etc.
Are you trying to manage your projects in your head, on paper, or in an Excel or Google sheet?
Could you use help tracking projects, understanding what your workload capacity is, and keeping customers informed of project statuses?
Maybe you need a project manager, maybe you need project management software, or maybe you need both!
Talk to Defined CRM Consulting about your process to find a solution!
Software Implementation is the actual customization of various applications for business use (Calendly, QuickBooks Online, Salesforce, HubSpot, etc.).
Integrations as a service is to actually connect each of these applications together and/or to a central application (source of truth), such as a CRM or accounting software.
A CRM is often used as a business’ source of truth and central system in its processes. This means the CRM will typically be integrated with one or more systems.
Need help? Ask Defined CRM Consulting for guidance on best the approach to integrate the software your business uses.
“What goes in is what comes out” as they say.
The data that goes in to your business applications, like a CRM, is what your business has to work with.
If your data has duplicates, is missing key information on records, or just has bad data (from purchased leads or bad import), your reports will be distorted.
Get the ROI you deserve and let Defined CRM Consulting clean-up your data.
Hint: when you change your process or migrate systems, back-up or export a copy of your data, to protect yourself from any data loss.
Whether you need your existing process documented or help creating documentation for changes to your processes, Defined CRM Consulting can provide detailed documentation including workflow diagrams.
Documenting your business processes is best practice for user training and continuity if anyone with CRM knowledge in your organization leaves.
End-user adoption is a common problem businesses have after implementing a CRM for the first time, or processes change.
No matter what business may see push-back from users, but if materials are created and trainings are held that show the users exactly how using the CRM is beneficial to them (time-saver), adoption will increase.
Defined CRM Consulting can create the training materials and help train your users.
Sometimes, you don’t need one service, you need them all, you just have a general question, or you don’t know which category your question/request falls into!
If any of the described services sound along the lines of what you are looking for, send Defined CRM Consulting a message! We’re happy to explain what we do further, listen to what you need help with, and we can go from there!
Marketing
As a business owner, sales, administrative work, operations, and managing social media marketing is a lot for one person.
Sometimes a second set of eyes, or an outside perspective is exactly what you need to make quicker decisions, or to have help brainstorming ideas and posting.
Contact Defined CRM Consulting and take this off your plate!
We believe in the importance of using a CRM for your sales processes; and that starts with marketing.
Using a CRM as the centralized source of truth to maintain your marketing-based leads coming in from various campaigns will allow for a comprehensive reporting on marketing channels and which channel is most successful.
Want to chat about what this would look like for your business? Contact us!
Contact us!
Defined CRM Consulting is Salesforce Certified
If you’ve heard of Salesforce, then you’ve likely heard it is one of the most expensive CRMs on the market, and many users don’t like it. Do you want to know why?
Salesforce is a top CRM on the market.
It is a robust CRM in terms of built-in functionality, ability to customize, integration capabilities, and more. It can be tailored precisely to fit every unique business.
It has a learning management system with modules so anyone can learn how to use it.
However, because it is so robust, businesses need certified consultants who specialize in the product(s) they purchase, and often the industry they are in.
A poor implementation or lack of implementation consultant results in a tool that is not user friendly, and so users dislike the product, don’t use it, and instead it just sits there and feels expensive.
When properly implemented and tailored to a business, it is THE best CRM a business can use.
Was your Salesforce org setup poorly to begin with?
Are you having trouble scaling?
Was your team trained poorly or not at all? Do you even have training materials?
Are you left with little-to-no documentation and aren’t sure why Salesforce was setup the way it was?
Are there projects in your backlog (product implementations, adding automation), support tickets, and tech debt (often derived from support tickets) your team doesn’t have time to complete?
Contact Defined CRM Consulting for help with all the above, and more!
Do you need to decide which CRM is right for your business?
Defined CRM Consulting can guide you through the due diligence process, including which Salesforce product is the best fit for your business’ needs.
If your business has already decided to implement Salesforce, congratulations!
Implementing a CRM is no small task. There are many considerations, including, but not limited to:
The best approach to the implementation
Backing-up data
Data manipulation for import Building out Salesforce
Testing & User Acceptance Testing
Resources (budget, timeline, etc.)
The timeline can range from weeks for an out-of-the-box implementation, months for minimal customization, and up to or more than a year with a highly customized CRM for hundreds of users.
Whether you have a dedicated Certified CRM Admin, an Executive CRM Sponsor acting as an interim admin, or no one on staff managing your CRM, Defined CRM Consulting is here to support your business maintaining its CRM.
This might look like answering support tickets from users, activating and deactivating users as they onboard and off-board, moving permissions to permission sets from Profiles or processes from Workflow Rules and Process Builder to Flow, to improving the CRM setup.
One of Salesforce’s core products is Sales Cloud, and pairs nicely with Service Cloud.
Most businesses can start out on the Essentials or Professional plans and use the #1 CRM out there.
If your business is a specific industry, there is possibly another Cloud product that is better suited for your business – that means out-of-the-box there is more functionality built in.
Talk to Defined CRM Consulting about the differences between the clouds, implementing them, or customizing them!
When businesses streamline and automate their processes by leveraging Customer Relationship Management (CRM) software, they have more time to focus on customers and growing the business.
