CRM Setup Services
Customer Relationship Management Setup
Invest your time and efforts on running your business. Leave the CRM setup to us.
Setting up Your CRM
Tracking The Full Customer Journey
Grow with Your Customers
Digital Blueprint: Setting You Up For CRM Success
A DIGITAL CRM SETUP AGENCY YOU CAN COUNT ON
At First Search Marketing, we take pride in being a agency that our clients can count on when it comes to CRM setup. When working with us, you get a customized CRM approach to meet your growing business needs. First we will work with you on setting up your CRM, then we will track every step of the customer journey, lastly we will utilize the valuable CRM information to continue to grow your business.
How Can We Help You With a CRM Setup?
Our CRM Setup Blueprint
1. Choosing and Setting Up Your CRM
TAKE CONTROL OF YOUR CUSTOMER LIST AND GET A CRM
Looking to take control of your customer and invest in a CRM, but not sure where to start? At First Search Marketing LLC. we have worked with just about every CRM on the market (SalesForce, Hubspot, Zoho, SugarCRM, Keap) and can provide guidance on which one will work best for your business. First, we take time to understand your business needs. Then we lay out the best options for your business. Finally, we help you upload your customer list and take control of growing your business with a new CRM.
2. Integrate Your CRM with Your Marketing Strategy
TRACK THE FULL CUSTOMER JOURNEY FROM FIRST TOUCH TO LAST
Once your CRM is setup the next step is to begin integrating it into your other marketing tools. Not sure where to start? First Search Marketing LLC. has you covered. Connecting your CRM to your digital analytics platform, form submission software, social media accounts, or digital advertising platforms, we have done it all. Once you do this you will have a full understanding of the pathway your customer took from the first interaction with your brand to the last. Start integrating your CRM today!
3. Grow Your Business With a CRM
USE YOUR CRM TO GROW YOUR BUSINESS FASTER THAN EVER
The biggest reason to invest in a CRM is the ability to grow your business with the insight it provides. A CRM allows you to take control of your customer from marketing touchpoints, sales interactions, and customer success onboarding. It is a log of every interaction you have with a prospect, lead, and customer. At First Search Marketing LLC. we are experts at helping clients grow with a CRM. We work with our clients to strategize on how to use a CRM to cross-sell, up-sell, and continue to buy their products and services.
Have a CRM Setup Question?
CRM Setup FAQ
A CRM stands for “customer relationship management” and is a software tool to manage all communications for prospects, leads, and customers.
In most CRMs you can keep up to date contact/prospect data, have a log of all past interactions with your business, and even use these interactions to help trigger specific marketing campaigns.
Yes! Part of any CRM integration is to leverage your existing contact database whether you are pulling it from another CRM, marketing software, or working off an excel spreadsheet.
This process can be easy, or take quite a bit of time if there is a lot of data that needs to be cleaned up.
Businesses use CRMs for a lot of different reasons. But the answer to whether you need a CRM is…it depends.
If you find yourself losing lead and prospect information, or having customer communications falling through the cracks it might be the right time to start thinking about a CRM.
Get Started Today
Request A Quote
A CRM is the center of growing a business. To getting customers, retaining customers, and earning new customers through referrals, your CRM is the center of it all. Take control of your customers today!