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Having Trouble Integrating A New CRM?

“Integrating a new CRM is a headache, where do I begin?”

What Is A CRM?

CRM systems allow you to store and keep track of all interactions with potential and existing clients.
Having all your contact’s information in one place allows you to interact and nurture your contacts in a personalized way and align your entire team with those interactions.

It gives you a great understanding of what is currently working and what is not.
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Why Should You Have A CRM? 

  1. Better customer experience
  2. Higher productivity
  3. Increased Collaboration
  4. Greater Insights
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Need Help With Integrating Your CRM? Let's Talk!
Let's Talk

Here's How gardenpatch Can Help Integrating A New CRM:

Identifying the right Data

To get started, we must clearly understand the data you'd like to pass between two systems. We will identify and gather all your information in regards to:

  • Contacts
  • Companies
  • Deals
  • Deal stages
  • Engagements

Managing Metadata

Once we have all that information, we will manage it inside the deal and pipelines.

We will continue to identify and create personalized properties to assign to each contact inside your CRM.

Let gardenpatch help with your CRM integration. Click the link to schedule a call with us today!

 
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