Automated Marketing
Marketing Database

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

The Find8 Performance Marketing team will provide you with two hours of training in our office or by web meeting. Where available, we'll also provide written training documents.