CRM & Email List Management

Build and maintain a contact database that sets the stage for improved sales and marketing performance.

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CRM Administration

CRM Administration

Your contact database is the nerve center for your entire business. We help you create and maintain a CRM system that makes it easy for sellers to organize and track their leads and customers, improves communication capabilities, and provides deeper insight into forecasts, pipeline, and other key performance indicators.

CRM administration services include:

  • Strategic Planning
  • CRM Setup
  • User Management
  • Permissions
  • Database Customization
  • Sales Process Optimization
  • Process Automation 
  • Policies & Procedures
  • Training & Support
  • Report Configuration
  • Data Insights & Analysis
  • Development & Maintenance
  • Integration Strategies

The two tools we've worked the most with are HubSpot CRM and Salesforce, but no matter which tool you're using, we can help.

Email List Management

Email List Management

We help you keep your database organized and clean so that sellers and marketers can implement communication strategies that start conversations, build deeper relationships, and advance the sales cycle.

Email list management services include:

  • Continuous Data Cleansing
  • Segmentation Strategies
  • List Growth Strategies
  • List Creation & Maintenance
  • Email Sending Best Practices
  • Email Deliverability Monitoring
  • Email Engagement Monitoring
  • Email Health Monitoring
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“If you don’t know where you’re going, you’ll probably end up somewhere else.”