Defined Strategies LLC

Websites & Consulting

Your neighborhood small business consulting company, we are who you call when you want a tech savvy partner to support your business!

Click on a service to learn more

Websites
Marketing
Consulting
More Services

Build your online Presence, Before SEO

Websites & Profiles

Set up a Website

Contact, Newsletter, & Other Forms

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.

Showcase Social Media

Have you linked your social media accounts, YouTube, etc. to your website?

Contact Defined CRM Consulting to set that up today!

Write a Blog

Congratulations on deciding to start a blog!

Talk to Defined CRM Consulting about getting your blog up-and-running.

Optimize Online Searches, Reach More Customers

Marketing & SEO

Social Media Content Calendar

Add a CRM to your Marketing Process

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!

Salesforce Marketing Cloud

Streamline Customer Management, Scale Your Business

Customer Relationship Management (CRM)

What is a 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!

CRM Research & Implementation

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.

CRM Support

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.

Streamline Your business, Increase Revenue

How else can we help You?

Software Implementation

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.

Project Management

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!

Integrations

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.

Data Management

“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.

Documentation

User Training

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.

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