CRM Consultant in Ontario

websiteTOON specializes in CRM consulting for businesses in the GTA. We help your company build relationships with your customers and clients. Once upon a time, customer relationship management (CRM) was only about sales. Today, CRM is a vast system where you store current customer and prospective client data, track customer interactions, and you can share this information easily between departments in your business.

websiteTOON assists in building enduring relationships with your customers. We improve your team collaboration and provide greater client satisfaction. Our CRM consulting increases your client retention ratio and your sales. We encourage your sales team’s engagement and productivity while simultaneously supporting your sales management team.

The information you keep and track about your customers and clients can improve relationships and grow your business financially. CRM helps you stay connected and streamlines the process, all while improving your business’s profitability.

Signs Your Business Needs a CRM Consultant

1. Do you have valuable consumer accounts and fall short on customer service

One of the main objectives of installing a CRM System is to aid your staff and improve their productivity. websiteTOON offers you a user-friendly CRM System that will lower your attrition rate. We recognize different working patterns for various staff members, and there are different CRM systems better suited for some and not others. We provide technical training to your staff and choose a CRM System tailored to the growth of your business.

2. Your IT team lacks management in CRM software

IT teams are exceptional for businesses and possess valued knowledge in their field. However, they may not have all the ability to manage CRM software. CRM Consultants, like websiteTOON, are experts in handling data and utilize the CRM structure used to boost the customer experience with your business. We can perform customizations and identify specific features that may hinder your company, and tactfully eliminate them. We also objectively analyze your business’s procedures and practices and suggest best practices to grow your business today and into the future.

3. You Have Multiple Customer Databases

If you have multiple data systems or duplicated customer profiles, you probably have an unorganized system. Lack of streamlined communication will degrade the quality of customer service over time. Miscommunication will also negatively affect the sales ratio of your business. websiteTOON offers a service that designs a centralized intelligence system where all of your client information is stored and allows for zero duplications. We improve the accessibility of your data and encourage collaboration between your teams.

4. You Do Not Have Enough Time for Everything

Solely focusing on your business’s operational processes and not investing time and energy into the strategic growth of your business can lead to disaster. But, on the other hand, you can not allow the growth of your business to become stagnant. websiteTOON has years of experience and is an expert in the CRM marketplace. We simplify your day-to-day operations, and that allows time and space for your teams to focus on the tactical areas in your business. We are also available to prioritize tasks and offer solutions.

5. You Lack Understanding of CRM Installation

Installing CRM software can be complicated. Hiring a CRM consultant like websiteTOON helps your business transition from your old system to your new system seamlessly. We process a significant data migration from your old system to your new one, guaranteeing no loss of data or system failure. websiteTOON has extensive training and expertise in data migration. We are also available to assist you in monitoring activities during the maintenance and management of your CRM system. Our expertise in the field also means we can recommend any third-party add-on that would improve your business’s functionality in your personalized CRM system.

CRM Systems

websiteTOON works with the following systems:

Freshsales CRM

Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers. Features include a one-click phone and sales lead tracking, sales management, event tracking, and more.

Zoho CRM

Zoho CRM is a cloud-based, integrated customer relationship management platform that caters to the needs of businesses and industries of all sizes and types.Over 150,000 companies across the world use Zoho CRM to build lasting customer relationships and maximize team productivity. Our expanded omnichannel support for phone, email, live chat, social media, and in-person meetings make Zoho CRM the most tightly integrated system in the market. In addition, Zoho’s AI-powered sales assistant, Zia, provides advanced interpretations, solutions, and predictions for salespeople. As a result, your sales team can spend more time selling instead of entering data with the help of workflow automation, lead scoring, real-time notifications, and built-in gamification.

Zendesk CRM
Zendesk is a service-first CRM company that builds support, sales, and customer engagement software to foster better customer relationships. From large enterprises to startups, we believe that robust, innovative customer experiences should be within reach for every company, regardless of size, industry, or ambition. Zendesk serves more than 160,000 customers across a multitude of industries in over 30 languages.

Hubspot CRM
- CMS Hub is a content management system that takes the pain out of managing your website to get back to focusing on the experience you’re providing your customers. Easily create and manage website pages personalized for different visitors — and optimized for devices and conversions. Rely on developers as much or as little as you’d like.
Pipedrive CRM
- Pipedrive is a sales management tool for small teams with big ambitions. It visualizes your sales pipeline and helps to make sure important activities and conversations won’t get dropped. Salespeople like it because it’s easy to use and intuitive. And managers like it because they don’t need to nag their team to use their CRM. It also sports built-in forecasting, integrations with other software such as Google Apps, MailChimp, and Zapier, and a robust API for those that like to “roll their own” software solutions.
Insightly CRM
- Insightly is a unified customer relationship management (CRM) platform for growing businesses across all industries, including manufacturing, professional services, health & wellness, media, education, retail, construction, and others. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users.
Agile CRM
- Agile CRM is a fully integrated CRM with sales tracking, contact management, marketing automation, web analytics, 2-way emails, telephony, helpdesk with a clean, modern interface.