CRM Setup & Configuration

Data & System Configuration That Understands Your Business Needs!

Imagine you have a tool that not only stores your customer information but also interprets it in ways that help you understand your customer's needs better. That's what a great CRM Setup and data configuration is all about. No Wake Digital helps set up your Customer Relationship Management (CRM) system, organizing your data so it's not just numbers and emails—it's a roadmap to your customer's journey. For the local cafe owner, this means knowing what your regulars love to order before they even step through the door. 

CRM System Setup & Configuration Includes:

• Setup and configuration of your business across the CRM of your choice, including Hubspot, Salesforce, Zoho, FreshSales, ActiveCampaign, ClickUp, or Vintory (LeadAR or CasaGrow).*
• Data load of all active customers into your CRM system, with appropriate tagging to identify products purchased, services purchased, or any applicable history of the customer type
• Initial build-out of lead capture forms (up to 3) for future data capture
• Automation of communications and/or drip marketing campaign built to trigger off of lead form captures
• Pipeline stage creation/modifications to suit your business needs
• Configuration of opportunity states to meet your business goals
• Automation build-outs to automate business activities based on pipeline stages and opportunity types or stages
• Reporting dashboard configuration for 1 business report

Additional services may be provided, and will be custom quoted. Schedule a no-risk consultation for evaluation of your business needs to ensure our CRM Setup & Configuration package is right for you!

*Support for CRMs not listed is available and will be investigated prior to quoting. Please schedule a call to discuss!