Setup & Training For Client Relationship Management

Get A CRM Working For You

Good customers are more important than ever, and getting your new products or services out into the marketplace is taking more effort. The constricting economy and business prospects are reducing trust, which makes the customers you have even more critical. Keep them close, informed, and confident with excellent communication tools.

Customer Relationship Management (CRM) can help track what you are doing when you are doing and why for each client, customer, lead, vendor, and employee. This allows you to make better decisions, make sure people are taken care of, and grow opportunities within the network you have.

Get started with CRM today!

Upgrade To Relationship Management Service

Build Brand Ambassadors
Customer / Vendor Management
Communication & Tracking Tools
Training & Support For Success

Suggested price: $999.99

Service

Planning & CRM Setup

Get started with organizing your data and setting goals, creating workflows, informing staff and integrating updates with 3rd-Party systems

CRM Setup
Data Entry

Training

Getting used to working with a CRM takes time unless you have great support and understanding from the beginning. We choose a CRM that works for your needs and skills.

Task Support
Program Features

Strategy

Part of using the CRM is setting the goals you plan to achieve and plotting a pathway to achieve them. Using the tools within the CRM, we can help set benchmarks and milestones, along with tasks that make sure you get there.

Frequently Asked Questions About CRMs

1.What CRM would you be recommending we use?

We have used a lot of different systems over the years and we continue to test new ones. We look at what your organization is doing, how it handles efforts, who your staff is and pick an option based upon useability, budget, functionality and integrations. We prefer open-source options wherever possible but sometimes the popular commercial option makes more sense.

Salesforce, Hubspot, Vtiger, SugarCRM, ERP and a few others are in use by clients right now.

2.How long do you offer support for?

We can continue to offer support and services for anything you do with us after the initial project tasks are complete. We can provide support on an hourly or per project basis.

The support included in the CRM setup usually lasts until the first tasks (like emailing your first campaign) is complete.

3.Can we install and work this all on our own?

Yes, you can set up a CRM and get started on your own. There are always a few things to tweak with any system to make sure itʻs functioning properly for your needs. This tends to get anyone frustrated who hasnʻt done it a dozen times before.

Donʻt start off your experience with a CRM in frustration when you can have all the frustrating work done for you!

Have A Question? Ask Us!

Related Services & Upgrades

Advertising Agency & PPC Management
We can keep your digital campaigns successful with ongoing advertising management. We can handle Adwords, Facebook, Bing & More. Contact us now.
- Adwords, Bing, Facebook, & More
- Certified Advertising Professionals
- Ad Campaign Setups
- Targeting Optimizations
Starting at $0.00
Customize
B2B Relationship Development Service
We support stronger business relationships. Develop workflows, events, meeting presentations, outreach materials, and so much more. Keep your people closer.
- Build Brand Ambassadors
- Customer / Vendor Management
- Communication & Tracking Tools
- Training & Support For Success
Starting at $99.00
Customize
Hawaii Content Marketing
We have the plans and ideas to help you craft an amazing content marketing campaign. Our teams provide video, text, or images that are right on message.
- Write Blogs, Materials & More
- Create Videos & Beautiful Photos
- Development of Promo Materials
- Strategy & Management
Starting at $699.99
Customize

Setup & Training For Client Relationship Management

Get A CRM Working For You

Service

Frequently Asked Questions About CRMs

Have A Question? Ask Us!

Related Services & Upgrades

Advertising Agency & PPC Management

B2B Relationship Development Service

Hawaii Content Marketing