Managing your leads in the right way is much more important than having more leads
What is a modern CRM?
Now that all companies, regardless of their size, have a large digital component, it has become essential to have cheap and simple technology to manage prospects or leads, potential customers and customers.
To do this, you need to implement a CRM solution or "Customer Relationship Management"
Having a modern CRM will allow you to:
- Help your sales people by sending them leads immediately
- Knowing how many leads you have and what status they are in
- Knowing how your pipeline of sales closing opportunities is going
- Objectively evaluate the performance of your sales force
How can we help you?
We can implement a CRM if you don't have it
And if you already have one, we can help you optimize it for better results.
We can connect your CRM with your website
Also with your digital marketing campaigns to accelerate lead generation.
We help optimize the operational process
We integrate your CRM with other platforms to increase sales closure.
Some of the main benefits of having a correct CRM implementation are:
Get to know your prospects and customers better
In addition to their name, email, telephone, etc. It is important to know where each lead came from, what status is at and what interactions it has had over time.
With this information and applying business rules, we can qualify each of the potential clients through points that will help you prioritize their attention.
Give adequate follow-up to leads, by the sales team
When implementing a CRM, we do an analysis to identify everything that can be automated in the follow-up stage (predefined emails, sending valuable information, etc.)
We seek to focus the time of your executives on the interactions directly related to the closing of the sale.
Have a complete view of your sales team performance
We help you set up the CRM and establish a process in which, when a sales executive receives a lead, they can follow-up optimally and everything is recorded in a productivity dashboard.
Make sales projections with the businesses registered in your pipeline
We help you take advantage of your CRM to monitor, from your mobile device, the progress of each business within your pipeline. Through a correct configuration, we create a dashboard where you can measure the projected sales against your goal, according to the probability of closure.
How do we help you?
HubSpot Sales Implementation Process:
1. Survey of the commercial process
The first step is to know what your current business process is like. The goal is to map how a prospect's journey flows, how they follow through, how they qualify, and how they become a customer.
2. Optimization of the commercial process
Based on the current process, we analyze and identify areas that can be improved, developing a new optimized mapping that includes the use of the CRM platform.
3. Approval of the new business process
The optimization process normally requires that several functional areas of the company commit to working together and with the same vision, therefore collaborative work is important to review and approve the new process that will be implemented from the CRM.
4. CRM platform set-up
From the new process, status, users and workflows are set up. In addition, emails are automated, templates are implemented and a pipeline model is designed.
We also set up reports with the main KPIs that will allow you to obtain high-level metrics and consult them in real time.
5. Importing the existing database
We review the database of current contacts, companies and businesses, and optimize it before importing it, to guarantee the correct start-up of the new platform.
6. Training and support to the commercial team
We train the sales team in monitoring the new process and in the use of the new CRM platform. At the same time, we carry out continuous monitoring during the start-up stage to ensure that the project meets the established objectives.
Successful cases
Like everything in life, experience is very important...
Since the launch of Hubspot CRM in 2014 we have conducted more than 50 CRM implementations in Mexico and Latin America
Prices and packages
Basic CRM
Optimize your business process and follow up with your prospects with the basic CRM tools:
- Diagnosis of your current business process and identification of areas for improvement
- Optimization of the commercial process incorporating the use of CRM
- Customization of the basic modules of operation (contacts, companies and businesses)
- Construction of basic reports of contacts and deals
- Personalized training for the sales team on the use of CRM (in video) (3hrs)
Comprehensive CRM
Complement your CRM with tools that will help your team increase their productivity and close more sales:
- Creation of email templates (5) for advisers
- Setting up an online calendar for the advisors
- Set-up of the predictive qualification of the sales opportunities (lead scoring)
- Creation of custom sales and productivity reports
- Three hours of monthly support and / or training during the first 3 months after launch
Advanced CRM
Get the most out of your CRM by automating processes and speeding up sales cycles:
- Set-up of automatic alerts for contacts and deals without follow-up
- Automatic content delivery to prospects according to their status
- Migration of your current database to CRM
- Advanced training on the set-up and administration of the CRM (4 hrs)
*All services require HubSpot software
Do you need to connect the CRM with your current applications?
We have experience developing integrations with systems such as: SalesForce, Microsoft Dynamics, Zoho, SAP, Calixta, as well as with our clients own systems.
Schedule an appointment with our technical team who will help you estimate the investment and time necessary to develop your integration.
QuoteFrequently asked questions
You will be able to obtain all the information and real-time monitoring that the advisors provide to the prospects assigned to them as well as the number of business opportunities they are registering, including productivity for established periods.