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Marketproof Method
Specializing in the Mortgage and Real Estate Industry, I have found that most individual Business Owners, Teams and Companies fall into 1 of 3 categories in terms of what they need as they invest into their Business.
Working with Marketproof Design we will take the time to custom tailor a system that fits into your workflow, optimize your current system to your liking & work hand in hand to integrate it into your Business to work for you.
Implementation
This package would be ideal for companies that have not yet adopted a CRM and want to start using it to manage their sales processes.
Optimization
This package would be geared towards companies that are already using a CRM but want to improve their sales processes and get more value from the platform.
Integration
This package would be ideal for companies that have other systems they use to manage their sales processes in addition to a CRM such as a marketing automation platform or a customer support system
Implementation
1. Initial Consultation
Understand the current sales process and systems used
2. CRM Setup
Gather and create the necessary information to configure CRM to your specific needs
3. Data Migration
Organize and enrich data to help seamlessly transfer data between systems
4. Customization
Customizing and tailoring fields, page layouts, campaigns, and reports to support the sales process.
5. Training
Working with the staff on how to use the system effectively and customize to their needs
6. Support and Maintenance
Ongoing support as the industry evolves to help stay in front of changes and to ensure each system works seamlessly together over time.
Optimization
1. Initial Consultation
Analyze current system and setup to identify areas for improvement
2. Recommendations & Optimization
Strategize ways to improve efficiency and productivity
3. Configuration
Implement recommended changes
4. Customization
Customizing and tailoring fields, page layouts, campaigns, and reports to support your needs
5. Training
Working with the staff on how to use the system effectively and customize to their needs
6. Support and Maintenance
Ongoing support as the industry evolves to help stay in front of changes and to ensure each system works seamlessly together over time.
Integration
1. Initial Consultation
Understand the current sales process and systems used
2. Identify Opportunities
Ways to deepen the integration with other systems to improve efficiency and productivity
3. Configuration
Connect and enable data sharing between systems
4. Customization
Customizing and tailoring fields, page layouts, campaigns, and reports to support the sales process
5. Training
Working with the staff on how to use the system effectively and customize to their needs
6. Support and Maintenance
Ongoing support as the industry evolves to help stay in front of changes and to ensure each system works seamlessly together over time.
Contact
Like what you see? Get in touch to learn more.