CRM Audit, Analysis & Tracking:
- Using your CRM, we create a monthly lead tracking sheet to account for all leads coming into your business via Internet, Phone and Location. This allows us to analyze where both your successes and opportunities lay. We also do this to ensure proper lead naming conventions and organization.
- We will create your CRM for you.
- We will optimize and market from your CRM.
Phone Audit, Analysis & Tracking:
- Using your phone tracking program, we create a monthly tracking sheet to show all phone calls coming into the business. Again, this gives us the ability to ensure proper working order and to analyze the call volume per source to highlight your strengths and any possible weakness. We are also going to audit your sales phone calls to make sure your team is actively gathering customer contact information.
Website Traffic Tracking & Monitoring:
- We use Google Analytics to analyze where all website traffic is coming from, if the traffic is good or bad, to ensure proper set up so that there are accurate results or to identify if bot traffic may be affecting the accuracy of the reporting.
e-Shops:
- Multiple times per month, we will mystery shop your website, your competitor’s website and any third party sites you are listed on. We do this to see how your responses and response times compare to your competitors, as well as to check if your team is answering the inquiries being received and to confirm these test leads are actually making it into your CRM.
Phone Shops:
- In addition to shopping your website, we also mystery shop via phone. Again we are checking to make sure you are gathering our contact info so that we may utilize marketing efforts to your consumers.
Website Audit and Analysis:
- Quarterly, we will audit your website. We will go through every page to make sure all buttons, videos, forms, etc are functioning properly, as well as checking for any opportunities that will lead to better lead conversion. We will also work directly with your website provider for implementation.
Sales Manager Consulting:
- We coordinate as often as necessary with Sales Managers and use all of the above to make your team stronger.