CRM-Consultant-Windsor

CRM Consultant Windsor

As a business generates more information about current customers and potential clients, a Customer Relationship Management (CRM) system turns the data into profits. As customers or clients move through your website and social media accounts, the CRM system absorbs as much information as possible, so you can guide your potential clients into a planned out journey that turns them into paying customers. 

The most significant benefit of a CRM system is that it aims your time and energy into the most profitable directions, rather than throw all of the options at all of the clients and hope that something fits. 

 

5 Benefits of Hiring a CRM Consultant

  1. Choose the Right Platform
    Just like every business is different, every CRM system is different too. A CRM consultant, like websiteTOON, is familiar with the various CRM systems available and can guide you to choose the best system available for your specific needs.
  2. Save on Expenses
    Without guidance, you could end up with an oversized software suite that doesn’t even suit your business needs. You’ll end up paying for more features that your business doesn’t need or make mistakes that leave your business open to security issues.
  3. Get More Out of Features
    Without a CRM Consultant, you can end up paying for features you don’t use or even misuse the correct features. websiteTOON will connect your current system to your CRM system, so you get the most out of your platform.
  4. Optimize the Platform
    You’ve invested in your CRM system, and now it’s ready to go live. websiteTOON will help you test, deploy, and optimize your new system.
  5. Train Your Employees
    How your employees adopt your new CRM system is critical to its success. websiteTOON has training procedures to ensure your team is onboarded quickly and has success with your new CRM system.

CRM Consultant Windsor
Consultant Windsor

CRM Systems

websiteTOON works with the following systems:

  • Freshsales 
    • 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 one-click phone and sales lead tracking, sales management, event tracking, and more.
  • Zoho 
    • 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. 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 
    • 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 powerful, 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 
    • 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 
    • 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 powerful API for those that like to “roll their own” software solutions. 
  • Insightly 
    • 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
    • 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.

Contact us for more information

Do you have questions about our customer relationship management, also known as CRM consulting services? We are more than happy to answer your questions and help your business grow. Feel free to give us a call at 647-987-8780 or send an email to info@websitetoon.com for additional information.