Have a CRM that isn’t doing what the sales person claimed? Setting up a CRM is both an art and science. Gravity Point assists your organization in identifying how your CRM is currently used and how it can be evolved to meet the demands of future growth. A properly implemented CRM will take the pain out of your daily repetitive tasks and put qualified leads into your sales people’s hands.
You know the story; marketing says they bring in the leads, sales follows up on the leads, converts them to contacts, creates the opportunity, and eventually closes the deal. Why does it stop there? Your CRM should be able to give you instant access to the global view into all the people interacting from any company whether it be a lead or an customer. Know what their needs are and align your messaging and offers to their need without changing the entire system every time. Service can also take advantage of this information to help with up sells, service contracts, and renewals.
The right person touches the leads most likely to convert and is able to have a conversation that specifically addresses their need, the sales person knows what leads to follow up on based on alerts, and can close the business quicker due to insight of the organizations needs. Gravity Point will assist in helping you properly customize and implement a CRM solution that give you this type of global insight into your customer and prospects.
Read about how Gravity Point helped re-align iStreet Solutions online strategy.
We can implement a customized solution that is right for your organization or you can choose from a package below:
Protégé establishes the process foundation that enables lead capture, lead scoring and real-time reporting.
Premier adds lead nurture, rules for workflow approval, opportunity forecasting and role management to Protégé.
Elite adds beta product management and customer portal capabilities to Premier.