Business Development Services - $495 for initial 1 hour consulation

Business Development Services - $495 for initial 1 hour consulation

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A successful company recognizes their customers as the focal point of their business. A customer-centric organization has the ability to better understand and more effectively meet the needs of the customer. However, to be truly customer- centric, you need data from all parts of your business including sales, marketing, and operations, such as customer service. This means having a system that gives you access to all of this data in real-time, so that you can make real data-driven decisions. With so many different software technologies addressing different sales and marketing needs, businesses are spending too much time and money integrating multiple third party platforms. Instead, investing in an already integrated system makes the most sense for businesses looking to save money, time, and effectively build 360-degree profiles of their customers.

Key components of an integrated platform:
CRM (customer relationship manager)

  • Marketing Automation
  • Pipeline Management
  • Opportunity Management
  • Predictive Analytics
  • Lead Scoring
  • Email Marketing & Drip Campaigns
  • Social Media
  • Surveys
  • Landing Pages & Signup Forms
  • Real-time Tracking & Analytics
  • Digital Document Signing
  • Invoicing
  • Signup Forms & Auto-Responders
  • Calendaring
  • Event Management
  • Customization
  • Project & Task Management
  • SMS Marketing 
  • Phone Tree Management
  • Live Chat Integration
  • Customer Support Ticketing


Are you looking to offer better customer experiences and really max out your sales funnel? As previously stated, data is going to play a critical role in being able to generate more leads, convert those leads into customers, and retain those loyal customers for years to come.

The only way to achieve unity in your data is by having it accessible across departments, which results in all departments working seamlessly together, and provide a better customer experience overall. Having one central location, product or software allows the organization to rely on a single consistent source of data that can be easily and reliably accessed.

Using various systems can result in duplicated data, conflicting and poor quality information, not to mention a costly investment. By integrating a CRM with other tools such as email marketing, automation (customer journeys, drip campaigns, autoresponders, etc), surveys, forms, websites & landing pages, social, and project management, a company can utilize all of that data to create effective data- driven strategies.

These strategies resonate with your target audience by creating a personalized experience throughout the customer life-cycle. All businesses require a flexible and adaptable system that supports and increases their productivity while reducing both technological and business risks. Challenges, such as inconsistent data and miscommunication, arise when information is not readily available to team members who need it.

Hosting all of your data in one place will not only increase your sales & marketing effectiveness, but also support an operation's overall productivity and profitability. With every department having the access they need to relevant data helps them do their jobs better, no matter the department. Plus, with data coming in from every touch-point, integration gives you a complete 360-degree customer view.

In your consultation, we'll:

  • Assess your needs, wants and desires
  • Identify products and solutions to purchase that meet those needs and your budget.
  • Provide a full product demonstration

Ask for a quote to assist with:

  • Implementing those solutions for a seamless transition.
  • Train you and your staff for a full handover to operationalize your business
  • Sales and Staff Training complete with a playbook