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Single Origin - Your Fractional Marketing Team and Website Design Experts
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CRM Management

Quantify Pipeline and Increase Conversion Rates with CRM Management.

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Why CRM Management?

Single Origin’s CRM Management program is specifically designed to help large brands understand the true ROI of their marketing.

Enterprise businesses often struggle to organize and create action plans around large data sets on customers and leads. Our team has decades of experience helping enterprise and local businesses optimize campaigns, while also helping them understand analytics natively within their CRM of choice.

Single Origin works with companies across various sectors as an extension of their team to create omni-channel digital marketing strategies that enable them to increase qualified leads and opportunities. Driving traffic and performance is the first step. Our team then helps integrate various CRM and reporting platforms to help automate how our clients track and monitor performance, creating a clear understanding of opportunities and ROI.

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Our Approach

Our 3 phase CRM setup strategy ensures that your CRM will seamlessly integrate and track your website’s data.

Weeks 1 – 3

Integration
& Setup

The foundation of your CRM’s function, utility, and accuracy comes from a collaborative deep dive into your website, existing tools, and tracking parameters. Communication with you throughout this process is key, and we are committed to making your CRM platform is performing as intended, and as you need. Our team will help connect all your domains, social accounts, and then move into the technical setup and audit.

There is not a one size fits all approach to anything we do. We will tailor each solution and CRM tool based on your unique situation. Our goal is to save your internal team’s time and resources by helping manage and set up things like call to action (CTA), forms, landing pages, goals, and analytics within your CRM during this phase.

Weeks 4 – 8

Optimization
& Maintenance

Our team will observe and identify how the tool(s) is being utilized and will make recommendations based on usage. We can then begin to explore creating marketing campaigns and workflow optimizations during this phase. We will also set up reporting optimization, specifically marketing reports, to further automate how data is being collected and absorbed by your marketing and sales team.

Weeks 8 and beyond

Utilization
& Strategy

After all team members have adopted the CRM and become familiar with reporting, automation, and tracking – our team will begin to analyze which campaigns, channels, and sources are most impactful for qualified leads and revenue. We are here to support you through this journey, and will provide any training or Q&A sessions necessary after setup is formally complete to ensure everything is running smoothly. We have tools assess things like CRM data quality as well as platform engagement indexes to help show areas of improvement.

Testimonials

Don’t take our word for it.

Single Origin was our go-to source for all our digital marketing needs. As a small team, we relied heavily on the SO team to execute on our long term strategy, while remaining agile enough to pivot when needed. Their team always provided the logic and strategy behind every activity, and worked with us to reconcile leads that came from campaigns – helping us attribute proper ROI to our efforts. They also helped us design and launch a brand new website in 30 days less than we had originally planned, and provided awesome support after it was launched.

Ashley Pola

Ekso Bionics

Single Origin was our go-to source for all our digital marketing needs. As a small team, we relied heavily on the SO team to execute on our long term strategy, while remaining agile enough to pivot when needed. Their team always provided the logic and strategy behind every activity, and worked with us to reconcile leads that came from campaigns – helping us attribute proper ROI to our efforts. They also helped us design and launch a brand new website in 30 days less than we had originally planned, and provided awesome support after it was launched.

Ashley Pola
Ekso Bionics
Marketing Director

Maximize your CRM’s potential with our Managed CRM services.

Are you ready to start building custom reports, pipelines, and automation? Partner with Single Origin and learn how our process and approach help you grow your business, by unlocking the power of your data. Not sure if you’re ready for a CRM? Request to speak with a strategist about a complimentary audit.

CRM Management FAQs

A CRM, or customer relationship management, refers to tools, platforms, and methodologies that businesses use to help attract, acquire, and retain customers. A CRM system is software that allows companies to track leads and customers through various channels, campaigns, or sources (web, e-mail, social media, etc.). CRM systems or platforms allow businesses to communicate internally and externally about prospects/customers, creating visibility and transparency on efficacy, sales objectives, growth, and overall client satisfaction.

First and foremost is performance improvement. Having a robust CRM tool at your disposal will help teams of any size understand opportunities, and where to devote internal resources and attention. CRMs will also help businesses identify trends regarding the products or services – indicating which ones are most profitable or have the highest retention rates. For our team, it will allow us to consult with you around specific campaigns (like SEO, Google Ads, Linkedin, Social Media) and where to allocate more or less budget based on performance and conversation rates.

Our team is well versed in several CRM platforms like Hubspot, Salesforce, Zoho, Pipedrive, MailChimp, Capsule, and many others.

We will assess what tools and platforms you are currently leveraging and make recommendations based on utility and budget. Single Origin is a certified Hubspot Solutions Partner. We have deployed several migrations into Hubspot, and our team has several certifications that allow us to get the most mileage and integrations out of any plan within the Hubspot suite.