Professional Services Industry
From consulting services to commercial service providers, you need to communicate early and often with your clients. Check out how we helped a commercial cleaning service better join sales and marketing efforts!
Areas of Desired Improvement
CRM (ACT!) was outdated and being decommissioned
Customer and prospect data was stored in several locations
Results of marketing department campaigns were not being shared regularly or efficiently with sales
ABCo Solutions
Supported combination of all client and prospect data from various systems
Supported vetting and setup of instance of Zoho CRM
Created CRM usage procedures for sales and marketing teams
Created Admin CRM procedures for internal administration team
Supported setup of third party application to integrate marketing team efforts with CRM data