A customer relationship management (CRM) marketing database helps you manage interactions and communications with current and potential customers.
Performance Marketing Supervisor
Relationships to the Next Level
Customer Relationship Management (CRM) software helps businesses manage sales processes: customer data, customer interaction, sales tasks, lead tracking, and more. Leads may funnel from your search engine optimization activities, social media, paid advertising, even offline activities. A CRM empowers your Sales team and they'll realize these benefits:
- Improve internal communication
- Enhance communication with customers
- Improve customer service
- Automate tasks
- Improve data and reporting
Our Performance Marketers work with several popular CRMs, such as Capsule, Nutshell, Agile CRM, and Pipedrive. All of these systems are relatively easy to use, and they integrate very well with other software, such as WordPress and MailChimp.
Service area businesses
Travel and hospitality
How Marketing Database Benefits Your Business
Organize Your Contacts
Automatically import and sync your contacts and keep the info up-to-date.
Keep your sales teams and upper management informed about the sales process.
Improve Customer Data
Warehouse information about your prospects, beyond contact information.
Track the Sales Funnel
Manage your prospects in the pipeline, from contact to closed sale.
One-time Setup + Monthly Subscription
Marketing Database Features
Customer Relationship Management (CRM) software helps businesses manage the sales processes: customer data, customer interaction, sales tasks, lead tracking, and more.
- Capsule, Nutshell or Agile CsameRM Setup
- Import and organize contacts
- Set up task lists and workflow
- Customize pipeline dashboard
- Integrate 3rd party apps: Mailchimp and WordPress forms
- 2-hour training
PLEASE NOTE: Monthly subscriptions costs for the use of CRM systems vary among platforms. Please see your Performance Marketer for specific pricing based on your needs.
Now you can have all of your contacts in one place. iPhone contacts or Gmail addresses may serve you well while your business is small, but as your organization grows, you need an enterprise level system for storing and organizing contacts, including customers and contacts. You will have a bird's-eye view of everything you know about the people, companies and other organizations that you do business with.
Creating tasks for appointments, meetings, phone calls, submission deadlines will keep your sales team organized. See who's doing what and share tasks with co-workers.
Easily add notes about conversations you've had, meeting outcomes, how the contact is known to you etc.
View vital statistics about your sales pipeline, future sales projections and summaries all on one clear and simple dashboard screen. Every organization views their pipeline milestones differently; our Performance Marketers will determine what sales cycle steps you would like to measure, such as Leads, Qualified Leads, Opportunities, Sales, Renewals and more.
For a CRM to function optimally, it needs to pull and push data amongst systems. Integration will ensure that your database contains as much customer data as possible as well as minimizing your staff's time with importing or manually entering in data. Our Performance Marketers recommend that, at a minimum, we integrate the following:
- Web-to-lead contact forms on your website
- Automated marketing systems such as MailChimp
- Google calendars
Performs Well With
SMS Text Campaigns
Featured Case Study
EXECUTIVE SUMMARY Learn how Find8 recaptured the lead-generating results a client’s website once had in its “glory days.” With multiple Google penalties over a five-year period, a provider of extended warranties lost its lead funnel and a major source of…
"Thanks to the help of Find8, new clients will be starting service with us at the first of the year. Thanks for helping us grow our business!"
-Kyle Berryman, BBCS Payroll