CRM Setup + Management

Boost your customer engagement and retention with hassle-free CRM setup and management services from Black Dog Marketing.

Personalized CRM Setup and Management Services

Customer relationship management (CRM) systems are the backbone of customer engagement and retention. These digital platforms can provide valuable insights into your customer base while streamlining your interactions with them. 

But if your company is like many, the thought of implementing a new CRM system may sound like a headache. At Black Dog Marketing, we’re here to take the stress of CRM setup and management off your shoulders.

Our marketing team can help you choose, set up, manage, and optimize your company’s CRM system for your sales pipeline — just fill out the form below to get started.

Scale Your Business With An Integrated CRM System

To stay competitive in your industry, you need to be making use of technology that is available to you. Thankfully, transitioning to a CRM system doesn’t need to be stressful.

What Is a CRM System?

Customer relationship management (CRM) systems are insightful online databases that help you keep track of your customer base, engage with them, and make the best use of customer data. Almost any company can benefit from a CRM system, whether your customer base is in the hundreds or hundreds of thousands. 

If you don’t have a CRM system, you likely have a customer database instead. Databases give you an organized location to store customer data, but they don’t do much else.

CRM systems are elevated versions of customer databases, offering insights about your current and potential customers that can shape your marketing efforts. 

CRM systems can provide numerous benefits for your company, such as:

  • Organizing customer data
  • Improving your communications with customers
  • Giving every employee access to all relevant information about customers
  • Providing instant access to customer data when customers call or stop by
  • Detailing valuable insights about your customers, such as the types of interactions they respond to best
  • Facilitating marketing campaigns, such as emails and text messaging

Upgrading your customer database to a CRM system can streamline your business processes, save your staff time, aid customer retention, and ultimately drive more sales. 

How Can Black Dog Marketing Help?

If you’ve put off implementing a CRM system because you think the process will be time-consuming or stressful, rely on our marketing team to handle the task for you. We have extensive experience helping a wide range of businesses choose the right CRM systems for their needs, roll them out, and manage them long-term.

Our CRM setup and management services include all of the following tasks:

Upgrade Your Existing CRM System

If you currently use a CRM system, consider whether it actually suits your company’s needs. Are there features you wish worked better for your company? How often do you become frustrated with your CRM system? 

Our team can help you find a better CRM solution and take care of switching your customer database over to the new platform. Depending on your existing system, we may be able to migrate your customer information with a few simple steps.

With our help, your company will be able to enjoy a streamlined, optimized CRM platform quickly. 

Choose the Right CRM Platform

As you search for the best CRM system for your business, you may be overwhelmed by the sheer number of choices. Dozens of high-quality CRM systems exist that provide varying interfaces, features, and benefits, so how do you choose one?

Our experienced marketers would be happy to help you narrow your options. We’ll present a few systems with the right features for your company’s needs and help you compare them apples to apples. We can also provide first-hand information about their functionality, ease of use, and features based on our own experience using them.

Set Up Your CRM Software

We’ll also take care of migrating your customer data into your new CRM platform. Depending on the format you previously kept your data in, this process may require several days or weeks and span a few different stages. 

Don’t fret — we’ll ensure that you have full, uninterrupted access to your customer information during the migration process. Once we’ve imported your data, we’ll integrate it with the CRM system’s features, helping you make the best use of your new tool. 

Personalized Training + Support

Your CRM system may require a bit of a learning curve as you and your team adapt to the new features and user interface. We’ll make the onboarding process as smooth as possible by providing one-on-one training.

We’ll also be available to provide ongoing support should you encounter any issues or have any questions about your new system. Having access to a dedicated support team can help you solve problems faster, prevent downtime, and ensure that you receive the best ROI from your system.

Continually Monitor and Improve Your Features

CRM software companies typically release routine updates with new features and bug fixes. We’ll take care of updating your system as needed to ensure that it always functions smoothly. 

We’ll also evaluate your CRM system regularly to make sure that it continually suits your company’s ever-changing needs and goals. If we notice any features your business could be making better use of, we’ll help you integrate them into your processes.

Leverage Your CRM System Within Your Marketing Strategy

As a full-scale digital marketing agency, we’re well-equipped to integrate your CRM system’s features into a larger marketing plan that drives sales and profitability for your business. For example, we can use the data within your CRM system to:

  • Create an engaging email marketing campaign
  • Boost your social media presence
  • Learn valuable information about your customer base to shape your SEO strategy
  • Find issues with your marketing funnel and make necessary improvements

We’d be happy to conduct a complimentary strategy session in which we examine your business’s current marketing efforts and discuss how we can improve them. 

Scale Your Business With a High-Quality CRM System

Your competitors are likely using CRM systems to engage with and learn about their customer bases. To stay competitive in your industry, you need to be making use of these tools as well. Thankfully, transitioning to a CRM system doesn’t need to be stressful. We’ll take care of the details while you focus on running your business.