Customer relationship management (CRM) is a technology for managing your business's relationships and engagement with clients and potential clients. With the recent development of low-cost and free CRM tools, businesses of any size can now utilize world-class software without the associated price tag.
Do you…
Have a CRM system that you do not like or is not in use?
Unclear picture of your sales & marketing pipeline?
Still, use manual tracking and spreadsheets?
Still, work out of your email inbox, and it is out of control?
If the answer is yes, pick up the phone and call Netclues today. We can help you implement a CRM that will transform your business, and your whole team will use it with a single goal.
Engaging with your customers is the first step towards success and is the only key factor in today’s modern business world to achieve a favorable outcome. HubSpot CRM is a powerful tool you can utilize for your business attainment, and the best thing is that it is free and lightweight; it works for you rather than the other way around.
- Understanding your sales process
- Review your data
- Website and internal systems
- Analytics & Reports
- Internal meetings (with your teams)
- Explaining the CRM - process and benefits
- Cleaning up your data
- Recommending which HubSpot package best suits your business needs
- Documentation
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- Setting up a detailed sales process
- Mapping fields and creating a data import
- Integration with internal tools such as emails, websites & more…
- Setup roles, users and assign them permissions
- Data Migration to HubSpot in contacts, companies, deals, and other modules
- Set up sales & deal pipelines
- Set up target accounts process
- Set up workflows to automate your work
- Detailed documentation of the process
- Setup and create reporting structures
- Implement form automation
- Implement HubSpot marketing as and when required
- CRM training for your staff and leadership, including CRM best practice training and HubSpot CRM-specific functionality training & more…
Yes, it’s time to stop using spreadsheets for sales and marketing purposes and start thinking about automation and data centralization. Contact Netclues, a HubSpot implementation partner today, to implement HubSpot in your organization or anywhere around the globe.
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