Request a Free CRM Audit

Maximize and Optimize your CRM Investment

The ROOT3 Marketing & Business Development team specializes in B2B Healthcare organizations, and can assist organizations in maximizing the value of their CRM by driving utilization, identifying areas of opportunity and developing full-funnel strategies that convert.

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The FREE CRM audit takes about two weeks to complete. The ROOT3 Digital team will assess the current CRM then share a full report of findings that will identify opportunities.

HubSpot-Platinum-Certified
Certified Pardot Specialist | Salesforce

This free CRM audits the following:

Campaign Performance

Data Integrity

Funnel Strategy

Utilization and Consent

Reports and KPIs

A CRM audit can increase top-line revenue and decrease bottom-line costs. As Part of the CRM Audit, the ROOT3 Digital Team will Provide Recommendations on the Following:

Subscription Costs

Conversion Rates

Lead Quality

Funnel Gaps

Audience Engagements

Marketing Performance

Tech-Stack (re)alignment

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.”

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