Marketproof Method

Specializing in the Mortgage and Real Estate Industry, I have found that most individual Business Owners, Teams and Companies fall into 1 of 3 categories in terms of what they need as they invest into their Business.

Working with Marketproof Design we will take the time to custom tailor a system that fits into your workflow, optimize your current system to your liking & work hand in hand to integrate it into your Business to work for you.

Design

This package would be ideal for companies that have not yet adopted a CRM and want to start using it to manage their sales processes.

Implementation

This package would be geared towards companies that are already using a CRM but want to improve their sales processes and get more value from the platform.

Optimization

This package would be ideal for companies that have other systems they use to manage their sales processes in addition to a CRM such as a marketing automation platform or a customer support system

Integration

This package would be ideal for companies that have other systems they use to manage their sales processes in addition to a CRM such as a marketing automation platform or a customer support system

Implementation

1. Initial Consultation

Understand the current sales process and systems used

2. CRM Setup

Gather and create the necessary information to configure CRM to your specific needs

3. Data Migration

Organize and enrich data to help seamlessly transfer data between systems

4. Customization

Customizing and tailoring fields, page layouts, campaigns, and reports to support the sales process.

5. Training

Working with the staff on how to use the system effectively and customize to their needs

6. Support and Maintenance

Ongoing support as the industry evolves to help stay in front of changes and to ensure each system works seamlessly together over time.

Optimization

1. Initial Consultation

Analyze current system and setup to identify areas for improvement

2. Recommendations & Optimization

Strategize ways to improve efficiency and productivity

3. Configuration

Implement recommended changes

4. Customization

Customizing and tailoring fields, page layouts, campaigns, and reports to support your needs

5. Training

Working with the staff on how to use the system effectively and customize to their needs

6. Support and Maintenance

Ongoing support as the industry evolves to help stay in front of changes and to ensure each system works seamlessly together over time.

Integration

1. Initial Consultation

Understand the current sales process and systems used

2. Identify Opportunities

Ways to deepen the integration with other systems to improve efficiency and productivity

3. Configuration

Connect and enable data sharing between systems

4. Customization

Customizing and tailoring fields, page layouts, campaigns, and reports to support the sales process

5. Training

Working with the staff on how to use the system effectively and customize to their needs

6. Support and Maintenance

Ongoing support as the industry evolves to help stay in front of changes and to ensure each system works seamlessly together over time.