CRM Platform Setup & Implementation
Customer Relationship Management systems are both extremely powerful and extremely time consuming to manage. Whether you are migrating to a new CRM platform, or just looking to clean up your current system, Elevate can help. Our team has a combined 20 years working in various CRM platforms, and our implementation experts are able to develop turnkey CRM processes and solutions for your sales and marketing teams.
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Data migration & cleanup
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User setup & training
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CRM property setup and management
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Internal process development & implementation
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Lead management & conversion
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Opportunity pipeline & stage gate processes
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Automation design and implementation
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Integration into website and other digital platforms
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Expertise in Salesforce, HubSpot and other major CRM platforms
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