CRM CONSULTING SERVICES

The right CRM is your 50% success of winning clients

Get the power of CRM that’ll help you establish meaningful relations with your clients, bring marketing and sales on the same page, tune processes, and close more deals.

Request a Quote

Are you struggling with any of these?

We’ve created and fine-tuned a process that helps us to get the most out of each stage of targeting, qualifying, and nurturing your leads.

Something’s off with your sales process

Resolve the issues with automated day-to-day tasks

Opportunities aren’t closing

Reach up to 200% increase in deals closing

New clients acquisition costs you a fortune

Achieve reduced CAC via right targeting and qualification

Your pipeline is a mess with little to no visibility

Get up-to-date, healthy, and scalable pipeline

How CRM integration works

Check what the process of CRM rollout looks like.

Infrastructure setup

Configuring and preparing all resources for the integration

First, we create your workspace with basic settings.

Upon that, we add your website, calendars, DNS, company information, and other details to CRM.

We also review your database and prepare it for further automation.

Data migration

Transitioning all info from your old CRM to HubSpot

To be on the safe side and make the migration hassle-free, we create a backup of your data.

Our team transfers all records with the information about leads, companies, clients, deals, and pipeline statuses to the newly setup CRM.

In the end, we double-check whether everything is in place.

Team training

Onboarding your team on how to use HubSpot efficiently

When we’re all set with migration, we deliver a series of training for your revenue team on how to get the most out of HubSpot.

As a result, your team gets practical experience in working with tasks, notes, documents, meetings, and so on.

Automation and reporting

Setting up automated workflows and dashboards

For you to be able to monitor your campaigns, we configure basic reporting.

We also set up automation flows to ensure your pipeline is moving without delays.

At last, we provide ongoing guidance on HubSpot CRM usage for your sales team to kick-start their productivity.

What to Consider

To make our collaboration mutually beneficial, let’s align our expectations. 

It’s a match!

  • You need to improve revenue team’s efficiency and retention
  • Your follow-up process leaves much to be desired
  • Your opportunities aren’t turning into contracts
  • You’ve got little to no pipeline visibility
  • You desperately need to set up your processes
  • Your team struggles with manual entries and other routine tasks
  • Your sales and marketing efforts aren’t aligned
  • You need to reduce customer acquisition cost
Book a call

It'll not work out in these cases:

  • We don’t work with custom CRMs
  • We don’t develop add-on or extensions for your existing CRM
Come back later

FAQs

We use their CRM on our own and can help you with the integration of Sales and Marketing Hub Professional into your business processes.

Unfortunately, no. We work with HubSpot and Bitrix 24 only, as they have proven their efficiency for us and our clients.

We sure do. This option is a part of our sales enablement service. We can analyze your pipeline, get in touch with those prospects who weren’t followed up, and update statuses in your opportunities.

It depends on the type of package and configurations, as well as on your current system state. Get a personalized price quote to match your requirements and specifics. 

 

Ready to start getting clients?

Set up a brief meeting with one of the PortableVoices sales specialist to facilitate your business growth.  

Contact Us Today