CRM Management

Quantify Pipeline and Increase Conversion Rates with CRM Management.

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 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.

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.

Testimonial from Eliana Bergman - Marketing Director for JJ Buckley Wines

If you’re not using Single Origin you are not maximizing your conversions and you clearly aren’t experiencing world class customer service! Their team has the knowledge to customize anything you want, and the best part is that they do it at record speeds. Take control of your brand, ads, and online potential — trust me it was the best move we made!

Eliana Bergman

JJ Buckley

Marketing Director

Testimonial from Eliana Bergman - Marketing Director for JJ Buckley Wines

If you’re not using Single Origin you are not maximizing your conversions and you clearly aren’t experiencing world class customer service! Their team has the knowledge to customize anything you want, and the best part is that they do it at record speeds. Take control of your brand, ads, and online potential — trust me it was the best move we made!

Eliana Bergman

JJ Buckley

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

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