Accelerate marketing & sales with proven CRM strategies

At a certain point in growth, organizations require a CRM to connect sales and marketing initiatives. ROOT3 specialists deploy deep knowledge of both Salesforce and HubSpot to increase revenue, improve ROI, automate workflows, and move contacts through the funnel faster. Whether an organization needs a comprehensive CRM implementation and integration project, or CRM management and reporting, all organizations can benefit from one cohesive strategy that provides transparency, efficiency, and visibility into all business development and operations efforts.

CRM Implementation Process

ROOT3’s MILESTONE PROCESS ENSURES PROPER IMPLEMENTATION, INTEGRATION & ADOPTION

MILESTONES

DISCOVERY

Review CRM goals, pain points, success metrics, and establish champion group

Customer/Client Journeys

Define the customer/client journeys by decision maker

Pipeline Development & Customization

Determine pipelines, stages and automations

Implementation & Migration

Implement all necessary fields, objects

Migrate over all current data, pipelines and files

Reporting & Dashboards

Identify necessary reports/build reports, build custom dashboards for team members

Training & Team Implementation

Implement training schedule based on groups

Schedule weekly office hours for 30 days

Develop a playbook for future reference

CRM ADMINISTRATION CAPABILITIES

Onboarding a new CRM into an organization is only half the battle. Once operational, adoption and ongoing administration are crucial. Our team specializes in integrating CRM into existing business platforms, setting up custom reporting, keeping data consistent and clean, and developing custom workflows and processes that move contacts through the funnel faster.

Reporting

  • Build custom reports for the sales & marketing teams

    Develop dashboards for sales & marketing teams

    Email marketing reports & optimization

Customer journeys

  • Content creation

    Workflow/drip series development

    Task triggers

    Decision trees

Data management

  • Maintain clean data

    Update custom fields

    Identify gaps in database

JEFF SOMMER
MANAGING DIRECTOR OF STROUDWATER ASSOCIATES

“After a year of investing in a CRM with low adoption and utilization from our team, we needed a partner to develop a sales process and remove the barriers to consistent adoption. ROOT3 delivered just that. From developing a full marketing & sales hand-off process, to cleaning our data, to training the whole team and developing a playbook, they identified our pain points and established a process that was easy for our team to adopt! It provides us the visibility we need into our pipeline, and it is very easy to use!”

MIKE MOULTON
EXECUTIVE VICE PRESIDENT OF BUSINESS DEVELOPMENT OF TMS

“After several failed CRM implementation projects, we needed a partner who understood our goals, our pain points, and our team, so that this next implementation could be successful. ROOT3 delivered just that. The implementation was not only smooth, but what really set them apart was their training; that was the key to our success and adoption.”

INTEGRATIONS

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CONNECT WITH THE ROOT3 CRM TEAM

We look forward to meeting you and discussing your CRM goals and how our team can ensure proper implementation, integration, and adoption.

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