CRM OPTIMIZATION
Virago Ventures will help your CRM align with your company’s demands.
CRM Optimization Services
If you have a CRM — Customer Relationship Management — in place, you may not be getting the full value from it. Having a centralized location to store chronological data on your customers will greatly aid in making better business decisions.
A CRM can quickly become cumbersome. A CRM comes standard out of the box and it's up to you to ensure its customized to your unique workflows and processes. Successful CRMs will give you invaluable insights into your customers as well as your sales team.
Virago Ventures will do an audit of your current CRM and provide a detailed analysis on discoveries and improvements that you can implement to optimize your CRM and better equip you and your team for success.
Virago Ventures, Inc. will…
Audit your CRM data
About half of your customer information is bad – or will be bad in the next year. Job roles change, businesses change, email addresses change, physical addresses change. Our thorough data audit will save you time and money in several areas of your business.
Identify security vulnerabilities
A CRM maintains invaluable customer data. Having this data compromised can lead to loss of revenue and customer loyalty. We work with you to identify and address any security vulnerabilities with your new or existing CRM and ensure that data remains protected.
Help you to understand
A CRM is only good if used cohesively and strategically. You and your sales force might not be trained on using your CRM so you never understand enough to unlock it’s full potential. We will train you to embrace your CRM and excel.
Evaluate system integrations
A CRM is only one piece of your business. You likely use separate platforms for email marketing, invoicing, and website hosting. Having the ability to integrate these systems and workflows will improve the efficacy of your teams as well of make your life easier by reducing the amount of systems needed.