CRM Setup and Integration
Streamline your services to optimize your business growth
Customer relationship management begins the moment a potential lead interacts with your business. A CRM Setup and Integration allows you to track and observe where leads are flowing in from, how they are interacting with your business, and which channel is generating the most revenue.
CRM Services to Automate Your Business
Knowledge about customers is the most important investment for your business. A good CRM lets you do just that. Understand the customer touchpoints and needs, and improve your customer interactions and sales. Here’s how we can help:
Research and Selection
We analyze your business industry and select a CRM that is perfect for tracking, reporting, and managing your customer base. So you get personalized solutions that cover all your particular business needs. After all, a plumber would require a CRM to track live calls while a lawyer needs it to monitor client requests & walk-ins.
CRM Setup and Integration
Introducing a new platform to your existing business can prove to be a challenge. You already have a functioning business that should not be disrupted when introducing a CRM. We help you set up the CRM for a smooth implementation. Our CRM setup services include educating your team, creating pipelines, connecting web applications, and lead tracking for every individual channel.
Call Tracking
To master scripts and increase sales, you need to track customer calls and the touchpoints. Call tracking allows you to constantly analyze and monitor calls to improve booking rates. It allows you to have targeted follow-ups and allows you to analyze consumer behavior to make informed marketing decisions.
Why is CRM Setup and Integration Important?
The CRM serves as the eyes for every marketing initiative you invest in for your business. It is a data mine that provides you with a strong understanding of your most profitable channels, customer behaviors, and insights to maximize revenue.
Profitability of Marketing Channels
Different marketing platforms are more profitable for different businesses. Our insurance client was losing thousands of $$$$ in influencer marketing. We got this data over 6 months from our CRM integration and shifted our focus to more profitable channels such as Google Ads which was bringing 5X revenue. That's the power of CRM - it allows you to make informed decisions, put your money in places that generate more money, and cut the marketing channels that drain your investment.
Lead Quality Analysis
A CRM lets you find patterns in your customers' behaviors. Do you get a higher open rate on your email during working hours or more leads on your website over the weekend? CRM lets you monitor this data and focus your resources accordingly. Targeting customers when they are likely to interact with your business makes it more likely for them to convert from leads into customers.
Customer Information Management
It becomes easy to manage all the customer data in one single platform including follow-ups, sharing information within teams, lead reports, customer tracking, and monitoring touchpoints. It also saves you time, energy, and resources, allowing you to streamline your business needs.
CRM Platforms We Work With
Your chosen CRM is not listed?
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Why Partner With Us
Quality of Work
We don’t treat your business any differently than our own. We track everything for you and manage the CRM integration the same way we manage our business functions.
Our Expertise and Experience
We’ve integrated CRM platforms 100 times before and we will do it 100 more times. So you can sit back, relax, and let us do the work without wasting your time and effort.
Master the CRM
We train your team on how to manage the interface and analyze the data. With our 10 years of experience, we provide hands-on training to your employees for a smooth transition to CRM.
Success Stories
We used to manage our client information and track everything in Excel. It was a time-consuming process so we reached out to Black Moose. They helped us shift to a CRM system without changing how we managed our leads. Only after the CRM integration did we realize that we were getting almost 85% of customers not through the website or SEO but through referrals. So far the CRM has helped us change our entire marketing plan for the upcoming year and really focus on paid ads and SEO.
Project Manager at a Law Firm, Edmonton
Black Moose gave me the CRM services along with Google and Facebook Ads. They have made it very easy for me to manage my customers. I am not well-versed in tech, so they helped me through the entire process and even taught me how to use the CRM platform to manage my work.
Electrician, Toronto
We knew we needed a CRM system but had no time to research or integrate the system based on our company’s needs. Black Moose was able to assist us in finalizing the CRM platform and setting it up for our franchisees all within a week and that too without disruptions to our workflow. It has been a year and we still have no issues with the CRM platform or its integration into other business applications.
Marketing Manager, Landscaping Company
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