DON’T HAVE TIME TO LEARN OR IMPLEMENT CRM?
DON’T KNOW HOW TO IMPLEMENT YOUR BUSINESS WORKFLOW IN CRM?
WHITE GLOVE
SERVICE
Our White Glove service was designed to solve both of those issues and unlock the full potential of your CRM.
With ongoing support and tailored content strategies, your customer relationships will remain strong and your sales and marketing efforts stay effective.
LET US TAKE CARE OF THE TECHNICAL SIDE SO YOU CAN CONCENTRATE ON GROWING
White Glove Services
Process AnalysisWe analyze your current processes to pinpoint inefficiencies and areas for improvement, optimizing your CRM strategy for enhanced client engagement and retention.
ConfigurationWe customize your CRM setup to align with your business goals, ensuring it supports your sales processes, client management, and communication flows effectively.
Campaign CreationWe design targeted marketing campaigns within your CRM, aimed at boosting lead generation and nurturing client relationships in the competitive real estate market.
Touchpoint TemplatesWe create personalized touchpoint templates for emails, texts, and other communications, enabling consistent and impactful interactions with clients and prospects.
AutomationWe implement automation strategies in your CRM to save time on repetitive tasks, ensure timely follow ups, and maintain a high level of service, allowing you to focus more on closing deals.
Tasks, Workflows Pipeline CreationWe set up tasks, automated workflowand clear sales pipelines to streame your operations and improve team productivity and follow-up efficiency.
Reporting and AnalysisBy leveraging CRM data, we set up ongoing insightful reporting and analysis, helping you understand performance metrics, make informed decisions, and identify opportunities for growth.
Our “White Glove” Process
1 Your Mortgage Business and Sales Analysis
We’ll meet with you, your sales and support team to outline the exact touchpoints that need technology support or human support to map out your entire customer funnel.
2 Custom Recommendations
We’ll meet with you, your sales and support team to outline the exact touchpoints that need technology support or human support to map out your entire customer funnel.
3 Custom Implementation For Success
We’ll meet with you, your sales and support team to outline the exact touchpoints that need technology support or human support to map out your entire customer funnel.
