CRM Sales Process Automation Strategy & Design

Need assistance setting up an efficient sales process?

Through our CRM Sales Process Automation Strategy & Design package we can help you to set up a streamlined sales workflow to eliminate tedious and repetitive tasks. Instead, your sales team can refocus their time on what counts most: closing deals.

Did you know that 44% of salespeople give up after one follow-up?

Automation and processes allow your sales personnel to be more efficient. Lead scoring, follow up, task assignments, and sales pipeline management are all areas we can assist you with.


Goals We Want to Accomplish for You

  • Reduce friction in your web forms so more of your website visitors convert into leads
  • Seamlessly funnel those leads into powerful CRM software, to keep you and your team organized
  • Construct a sales system for you with defined stages and protocols
  • Automate that process as much as possible and reduce time-wasting manual tasks
  • Automate marketing email communications
  • Collect valuable data so that you can measure and improve your sales & marketing performance

Don't Have a CRM Already?

Our preferred CRM is ActiveCampaign.  Heres’ why:

  • Flexibility: Its automation capabilities are flexible, robust, and customizable. All this means you can change its functionality on the fly, which in turn will allow you to grow and scale your business more easily.
  • Competitive Pricing: It’s extremely affordable. It starts at just $9/month for its Email Marketing Software and drag & drop Automation Builder. To gain access to its CRM and Landing Page software you pay only $49/month.
  • User-Friendly: Its interface is intuitive and is suitable for beginners and experts alike. Sending your first email is easy.
  • Great Support: Their customer service operates 24/7 and provides quick response times. Even if they can’t answer your initial question, their team is full of technical experts who work to resolve all issues quickly.

Discount off Package If Signing up for Paid ActiveCampaign Account

ActiveCampaign Plan Monthly Yearly
Plus $100 $150
Professional $200 $275
Enterprise $400 $500

CRM Sales Process Automation Strategy & Design Package

Other CRM's (listed Below)
$1,250One Time
  • All the Same Items As for ActiveCampaign
  • List of Other CRM's:
  • Hubspot
  • Pipedrive
  • Ontraport