Customer Management & Integrations

Could your business use a Customer Management System?

Is your Customer Management System riddled with duplicates? Is your CRM lacking the customizations and workflows tailored to your exact business? Time to Integrate and Connect the Dots! Let’s get everything talking and connected.

DON’T HAVE A CRM YET? TRY ZOHO CRM FOR YOUR BUSINESS:

Zoho CRM allows you to customize it to the needs of your business. Plus, Zoho CRM is already compatible with all other existing Zoho Apps for Business.

Some other extremely useful Zoho CRM features:

• Task Management + Prioritization
• Ability to Customize Fields to match my business needs
• Ability to show the data I need and sort it as needed all in one space
• Ability to assign Lead Status or flag them for call back
• Can mark Leads for followup, track all followups all in one place on each lead record
• Can add screenshots, documents, and other attachments right to the lead record
• There is a mobile APP so can lookup records with ease, click to call, log call attempts, send emails, and quickly lookup where I am at while on the go at all times…

Spenny For Hire is Proficient in Zoho CRM, Salesforce, Infusionsoft, Pipedrive, and more..

Lead Management Services Include:

• CRM Lead Importing, Exporting, Spreadsheet Config
• CRM Configurations, Workflows
• CRM Website Integrations
• CRM Custom Fields, Field Mapping
• CRM Rule Creations, Alerts, Staff View Configurations
• CRM Automations, Autoresponders, Template Designs
• CRM Support Ticket Submissions / Management
• CRM Staff Training, Tutorials
• CRM Lead Management
• CRM Lead Record Deduping / Merging / Cleanup
• CRM Troubleshooting, Investigations, Auditing, Development
• CRM Report Creations
• CRM Lead Record Conversion Assistance
• CRM Support Ticket Creations, Management, Followups, Implementations