Enterprise CRM Suite

What’s Included:

Onboarding Services

  • Scope of Onboarding
  • Meeting Cadence
  • Training Type
  • Migrations
  • Third-Party Integrations
  • Automations
  • Role
  • Completion
  • Implementation
  • 5 Day Timeline Weekly Full Implementation + Training
  • Up to 3 Datasets
  • Up to 10 Integrations
  • 3 Automations
  • Team Member Extension
  • 3 Objectives Over 60 Days

Sales Hub Overview
& Optimization

CRM Administration

Pipeline Management

  • Overview of the sales process
  • Customize CRM to your sales funnel

 

Sales Automation

  • Standard sales automation setup
  • Unlimited Sales Workflow Nurture Stream
  • Sequences
  • unlimited Sequence Set Up
  • Lead Scoring
  • Identify leads with scoring for conversion tracking

 

3rd Party Integrations Quoting

  • Unlimited Quote Templates Payment Integrations
  • Set up and integrate preferred payment system

 

Meetings

  • Integrate preferred meeting platform
  • Build out HubSpot Calendar for an unlimited amount of users

 

Sales Quota & Goals

  • Establish KPIs and goals within HubSpot to track

 

Reporting

  • Unlimited Sales Report Build Out on the Dashboard

 

Marketing Hub Overview
& Optimization

Ideal Customer Profile

Buyer Persona creation

Email Marketing

  • 5 Email Nurture workflows/monthly
  • 12 nurture emails written & implemented

 

Data Management

  • List segmentation – ongoing
  • Contact Property Management

 

Lead Conversion

  • Unlimited Landing Pages
  • Unlimited Form Build

 

PPC Management

  • Paid Media integration and tracking using HubSpot

 

Content Strategy

  • Blogs, Case Studies, eBooks, etc

 

Nurture

  • Feedback & review workflow
  • Emails written & implemented

 

Reporting

  • 5 Built-Out Reports/ monthly
  • Organized Dashboard

Service Hub Overview
& Optimization

Intake

  • Setting Up Intake Channels
  • Schedule Meetings


Ticket Pipeline

  • Create a customized ticket pipeline
  • Unlimited Standardized email & chat responses


Knowledge Base

  • Set up a general outline of the knowledge base
  • Build out articles
  • Helping customers self-serve
  • Live chat functionality


Ticket Automation

  • Create ticketing automation
  • Unlimited Customer survey nurture flow


Support Playbook

  • Develop Support Playbooks


Dashboard & Reporting

  • Create custom dashboard and reporting for service pipeline


SLA

  • Create Service Level Agreement for the support team


Customer Portal

  • Create unlimited customer portal tools


Operations Hub Overview & Optimization

Two-Way Data Sync

  • Setting Up Data Channels
  • Manage data flows

 

Default Field Mapping

  • Create customized field mapping

 

Custom Field Mapping

  • Create customized fields for data mapping

 

Historical Sync

  • Upload all data to unite and clean 3rd Party Integrations
  • Connect all integrations to manage tech stack

 

Programmable Automation & Bots

  • Create automation
  • Create bots
  • Integration with chat feature Webhooks
  • Link the automation and bot features through unique webhooks

Data Quality Automation

  • Create a function to provide data quality measures

 

Reporting Calculations

  • Set up calculations in reports

 

Snowflake Data Share

  • Ability to search and locate databases

 

Workflow & List Custom Coding

  • Unique coded workflow and list actions

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