CRM Consulting Services

Driving Your CRM Platform to Get Results

If you already have a customer relationship management (CRM) tool, you know just how powerful it can be. But are you getting the most out of it? That’s where Metric comes in.

Whether you use HubSpot, Salesforce, Zendesk, or another CRM tool–or would like recommendations for investing in one–our CRM experts can help you use the tool to grow your business and achieve your goals.

How We Maximize Your CRM Strategies

Metric Marketing can help with a variety of CRM  strategies, including:

• Inbound marketing (email, SMS, social media)
• Contact database management & customer engagement tracking
• Lead nurturing
• Campaign and workflow automation
• Sales pipeline enablement and automation
• Lead conversion optimization
• Reporting and analytics

In addition, there are three key areas where partnering with Metric to manage your CRM tool will make a massive impact on your marketing and sales efforts.

1. Onboarding Made Easy

When you work with an agency with CRM experience, you can expect a smooth onboarding process. We’re experts in organizing your data and setting up an organizational process within your CRM platform to match your specific needs.

It’s easy to get overwhelmed during the onboarding process. Starting a marketing hub requires tasks like:

1. Connecting your social media accounts
2. Installing  tracking code to your website
3. Creating your first landing pages and thank you pages
4. Importing email distribution lists and segmenting your contacts
5. Setting up lead scoring and sales routing processes

We know exactly how to align and integrate your website, social accounts, email, web analytics, and other external systems with your CRM platform so that it can function at its optimal level.

2. Support for Your Internal Teams

Most CRM tools are robust and powerful, but it can be difficult to learn and maximize their potential functionality without outside help. Metric has the experience and knowledge to help internal marketing and sales teams leverage all the features that these various platforms offer.

Metric can provide training, support, troubleshooting, and consultation to ensure your internal marketing team uses your chosen CRM tool effectively and efficiently.

3. Save Time on Reporting

Inbound marketing is most effective when you know what works—and what doesn’t. CRM tools provide customers with a wide range of data-driven marketing tools designed to help them reach their goals. Our CRM experts will be able to provide our clients with accurate, up-to-date reports on their marketing campaigns. Data is an essential component of inbound marketing. It allows us to track and measure results, identify areas of opportunity, and make informed decisions about where to allocate resources.

As our name suggests, we love metrics. They help us be transparent in all our work, and honestly, data is why we’re so confident in our results. However, capturing data and transforming it into actionable insights is time-consuming. When we take on this work, your team can focus on other important tasks.

Trust Us to Make the Most Out of Your CRM Platform

Metric Marketing will help you utilize your CRM tool to capture leads, gather accurate data, optimize sales processes, and save time. We believe in being honest about our results, so our clients can see exactly what we’re doing and how our campaigns are performing.

We are metrics-driven, data-inspired, and human-focused in everything we do for our clients. We understand that businesses are made up of people, not just numbers. That’s why we focus on developing relationships with our clients and working collaboratively to achieve their goals.

Call us at (734) 404-8714 or fill out an online contact form today. We look forward to hearing from you!