CRM Setup and Support

The set up and implementation of your Customer Relationship Management platform is crucial for the success of your team.

Many platforms advertise the ease of getting started… the start is not the hard part. The hard part is taking your existing processes (if you have them) and standardizing them across your team. Taking those standardized processes and implementing them into a system that is user friendly for your sales team.

If you have tried to implement a CRM for your sales team, and ended up feeling frustrated and and confused, and at the end had a tool that no one wanted to use, I feel your pain.

Over the last 5 years, I have walked many sales teams through this exact process. Going from paper, spreadsheets, and email to a comprehensive system that provides you with a source of truth for your team. Bringing transparency to your pipelines, reports and forecasts for the leadership.

I support teams on HubSpot and Pipedrive platforms.

To find out how to get your team using a great system, complete the form below.

CRM Setup and Implementation Support