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Services > CRM

CRM Service

CRM or otherwise known as Customer Relationship Management is a tool used to manage your customer focused functions. These range from basic communications, marketing ROI tracking, automation functions to help you through your sales process, creating landing pages for new services or offers. The options are endless and will level up your business against your competitors.

Our CRM service gives you the tools to really focus on customer service and at the same time has an instant visual of who is in the pipeline from prospect to paying customer. Who doesn't like seeing exactly how much money they have made at the touch of a button.

What is CRM?

Customer Relationship Management (CRM) is a software that combines all your systems of tracking and maintaining customer communications into one place. Giving you the tools to nurture prospects/leads and paying customers, while remarketing old customers you have had in the past. Create forms or surveys and send them out to customers, create workflows that send out review links once payments are received (reviews are very important for your organic traffic). Whatever your needs for your customer service can be achieved with the use of a CRM.

As a business efficiency is key and making use of your time equates to more money in your pocket. By implementing a CRM into your business process, you are giving yourself a tool that will drive customer interactions and keep the sales process organized from start to finish. Get in touch with us to find out more how a CRM can help your business.

Benefits of CRM

A CRM is a valuable tool for managing customer relationships and improving business performance. By integrating various platforms and tools, a CRM provides a centralized location for managing customer communication and gathering data on customer interactions. This can help businesses to efficiently engage with leads, streamline the sales process, and improve customer satisfaction. Integrations with platforms such as Facebook, Google My Business, Google Analytics, Quickbooks, and Stripe Payments provide real-time data on lead activity and sales performance, allowing businesses to track their return on investment and identify areas for improvement. With a CRM, businesses can also manage their customer process by assigning tasks to office staff and analyzing data to optimize their operations. Overall, the benefits of a CRM are significant and can be worth their weight in gold.

Services > CRM

CRM

CRM or otherwise known as Customer Relationship Management is a tool used to manage your customer focused functions. These range from basic communications, marketing ROI tracking, automation functions to help you through your sales process, creating landing pages for new services or offers. The options are endless and will level up your business against your competitors.

Our CRM service gives you the tools to really focus on customer service and at the same time has an instant visual of who is in the pipeline from prospect to paying customer. Who doesn't like seeing exactly how much money they have made at the touch of a button

What is CRM?

Customer Relationship Management (CRM) is a software that combines all your systems of tracking and maintaining customer communications into one place. Giving you the tools to nurture prospects/leads and paying customers, while remarketing old customers you have had in the past. Create forms or surveys and send them out to customers, create workflows that send out review links once payments are received (reviews are very important for your organic traffic). Whatever your needs for your customer service can be achieved with the use of a CRM.

As a business efficiency is key and making use of your time equates to more money in your pocket. By implementing a CRM into your business process, you are giving yourself a tool that will drive customer interactions and keep the sales process organized from start to finish. Get in touch with us to find out more how a CRM can help your business.

Benefits of CRM

Happy customers=profits and a CRM gives you the tools to create happy customers by using it as a communication center. As a lead comes in, you get notified this in turn allows you to then engage with them. Instant notifications without having to log into your email or some other platform to see if you have leads. This will all happen at a single point within the CRM.

Integrate Facebook, Google My Business, Google Analytics, QuickBooks, Stripe Payments. These integrations give you real time data right from your CRMs dashboard and show when a lead has submitted a request for your services. And from there that's when the sales process flow begins start to finish. And the end result is ROI tracking which will show as dollars and a percentage of wins and losses. An important visual to track to understand where your sales process may be struggling to perform.

Data is the main goal of a CRM and this data is then used to manage your customer process. If you have an office staff they can be added as users and given tasks that are specific to their duties. The benefits are worth their weight in gold.

The 3-Step Process For

CRM

Step 1 Contact Us

The first step is to setup a meeting with Knox Digital Agency to discuss the benefits of our CRM. And provide a demo to see its features and how it can help your business.

Step 2 Ask Questions

Be sure to ask lots of questions or concerns you may have about using a CRM. This is your meeting and what you say matters. Our goal is to provide you with the most information, so you can make the best decision for your business needs.

Step 3 Signup and Enjoy a 14 Day Free Trial

When you signup you receive a 14 Day Free Trail. During this trial period is when setting up the system comes into play. You will receive videos of its functions and how to use it if you choose to setup yourself. Or we can assist you in the setup process.

3-Step Process For

CRM

Step 1 Contact Us

The first step is to setup a meeting with Knox Digital Agency to discuss the benefits of our CRM. And provide a demo to see its features

and how it can help your business.

Step 2 Ask Questions

Be sure to ask lots of questions or concerns you may have about using a CRM. This is your meeting and what you say matters. Our goal is to provide you with the most information, so you can make the best decision for your business needs.

Signup and Enjoy a 14 Day Free Trial

When you signup you receive a 14 Day Free Trail. During this trial period is when setting up the system comes into play. You will receive videos of its functions and how to use it if you choose to setup yourself. Or we can assist you in the setup process.

Service Areas

CRM FAQ's

Frequently Asked Questions About CRM

Q: Are CRMs only useful to a specific industry?

A: CRMs are essential tools for maintaining efficiency and organization in customer service across all industries. Whether you own a bakery or are a contractor building homes, a CRM can play a significant role in your business by helping you streamline your customer service process. By centralizing customer communication and data, a CRM allows you to manage interactions with clients more effectively and provide better service. No matter what type of business you run, a CRM can be a valuable asset that helps you improve your operations and build stronger relationships with customers.

Q: Can CRMs be expensive?

A: When choosing a CRM, it's important to find a balance between cost and features. Some CRMs offer an abundance of features that may not be necessary for your business, while others may lack the capabilities you need and come at a high cost. Our CRM offers a range of useful features at a competitive price, providing you with the perfect balance of value and functionality. By selecting the right CRM, you can improve your customer service operations without breaking the bank.

Q: When we subscribe to your CRM do we set it up?

A: If you feel comfortable setting up the CRM yourself, you can certainly do so. However, if you prefer to have our team handle the setup, we can certainly accommodate that. We do charge a setup fee to cover the time and effort required to integrate all of your platforms and ensure that everything is running smoothly. We recommend having us handle the setup as it allows us to more quickly diagnose any technical issues that may arise. Ultimately, the choice is yours and we are happy to accommodate whichever option you prefer.

Q: Can CRMs be difficult to use?

A: The difficulty of using a CRM depends on the features you choose and how you use them. If you only want to use the system to track ROI and communications, it should be relatively straightforward and provide valuable data. However, if you want to use more advanced features like creating workflows or triggers, it may become more challenging. At Knox Digital Agency, we offer different levels of support to help you get up to speed and minimize the technical aspects of using a CRM. As our client, you will have access to this support and be able to fully leverage the benefits of a CRM without getting bogged down in the technicalities.

Contact Us

Service Hours

Social Media

Portland, Oregon

Vancouver, Washington

tyler@knoxdigitalagency.com

360-504-4540

Monday - Friday: 9:00 AM - 5:00 PM

Saturday: 10:00 AM - 2:00 PM

Sunday: Closed

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Powered By: Knox Digital Agency

Service Areas

CRM FAQ's

Frequently Asked Questions About CRM

Q: Are CRMs only useful to a specific industry?

A: No. CRMs are used in every type of industry and are used to maintain efficiency and organization when conducting customer service actions. So, it doe not matter if you're a baker or a contractor building homes. CRMs can play a major role in your business and help you achieve a fluid customer service process.

Q: Can CRMs be expensive?

A: It all depends on the CRM and not all CRMs are created equal. Some come with way more features than you would ever need while others don't come with enough and cost a fortune. Finding the happy medium between price and features may seem difficult. But, our CRM will provide you with loads of amazing features and at a pretty good price.

Q: When we subscribe to your CRM do we set it up?

A: If you are somewhat techy you can definitely set it up yourself, but if you prefer it be setup by us we can discuss that. We do charge a setup fee due to the time it will take to integrate all your platforms and make sure everything is running correctly. We do recommend having us do the setup, so if you ever run into tech related issues we can diagnose faster on our end.

So, its 100% up to on whether you want us to do or yourself.

Q: Can CRMs be difficult to use?

A: Yes and no, this depends on the features you pay for and use. If you only want to use the system to track ROI and communications, then it will not be difficult to use at all and provide you with useful data. Now, if you want to get involved in creating workflows for different processes or triggers this is when it can start to get a little more difficult.

But, don't fear when you work with Knox Digital Agency we have different levels of support to get you up to speed where you won't have to get involved in to much of the tech side. Choosing us as your marketing agency you will have access to help.