CRM Optimiser
Boost Engagement with our CRM Optimisation
A CRM – or customer relationship management tool – could be the key to organising your workflows, streamlining your processes, and accelerating your business growth. If you’ve already engaged GoHighLevel CRM or Buzzlink Connect, then we can work with you to ensure that you’re maximising your program for your specific business needs. If you’re thinking about employing a CRM but don’t know where to start, we can get you set up.
The Benefits of a CRM
You can use a CRM to:
Store contact details, conversations, appointments, and notes in one place.
Monitor your pipeline and see where each client or opportunity is at.
Set up workflows, emails, and follow-ups to save time and reduce manual tasks.
Respond faster to customers, remember preferences, and personalise communication.
Track conversions, campaigns, and revenue.
We Help with CRM
Through our CRM service, we can:
Help you get set up with your CRM system.
Show you how to utilise tags for segmenting your market.
Demonstrate how to use the system to understand your database better.
Help you automate email sequences.
Set up your marketing funnels.
Show you how to track your workflow or sales pipelines.
Provide hands-on training so you can use the system to its full potential.
Our CRM Optimiser service covers approximately 3 to 5 sessions, starting with a deep dive to gain a thorough understanding of your business and its requirements, to working through how your CRM can be used to ensure optimisation.
Please note, we specialise exclusively in GoHighLevel CRM and Buzzlink Connect to ensure tailored, expert support.