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How to Implement a CRM! (2024)

Save yourself from making costly (money and time) mistake by checking out what you should nail before starting work on your CRM so that when you implement it you do it well :) I am ‪@CapsuleCRM‬'s only, and first ever, gold solutions partner and when they asked me to present this I jumped at the chance :) #Capsule #CapsuleCRM #CapsuleHelp #CRM #HowtoImplementACRM If you don't already have Capsule then click here to sign up - there are really cost effective, even free! plans to choose from: https://blakeconsultants.co.uk/Sign_U... .......................................................................................................................... Are you an ambitious service-based business owner? Do you feel frustrated that you have the potential to maximise your sales opportunities, and deliver more better, but for some reason – just can’t? Do you feel like you could be doing more in the way of setting up systems and processes that can accelerate your growth? If you are, let’s talk! Hi, I’m Julia. I’m a business and systems strategist and consultant who specialises in developing clear and effective systems and processes for service-based business owners. As a business owner myself, I understand the challenges of running a business and what’s more, I understand the pain of losing out on revenue in the pipeline that is there for the taking. I also understand the worry of not quite meeting clients expectations, and of not realising the life time value of a client. I take my insight and experience, roll my sleeves up and we work together on turning your challenges into opportunities that will help you convert more leads; retain more clients; and grow your business. Working with me, you make the most out of your 3 important assets: 1. your contacts and data; 2. your processes and systems – sales, marketing and financial; and 3. you – yes you! When you make the most of your contacts and data and set up efficient, repeatable processes, you are not only in the best place possible to increase your revenue and reduce cost of sales and delivery, but you also gain more head space to focus on growing your business. How do I work? As a business and systems strategist and consultant I focus on business growth by: Designing and creating bespoke CRM systems (often CapsuleCRM) and integrating them with financial and marketing systems such as Xero and Mailchimp; this enables your business to make the most of your contacts, manage your pipeline and provide a consistently high level of service to your clients. Creating the right systems and processes to improve efficiency and free up your time to do more of what you want and need to do, and less of what you don’t. I specialise in CapsuleCRM, Transpond and Mailchimp as standalone systems and joining them together with Xero provides you a cost effective and efficient foundation that you need to grow. The end result? More revenue Reduced costs Increased net profit and most of all, A happier you If you could do with onboarding and retaining more clients, maximising on your sales pipeline and being a calmer business owner, let’s chat. You can book a Discovery call by clicking here: https://blakeconsultants.co.uk/BookAD... Social Media: LinkedIn:   / juliablake1   Facebook:   / blakeconsultantsltd   Twitter:   / juliabcl   Instagram:   / julia.blake.bcl   Website: https://blakeconsultants.co.uk/ Email Me: [email protected] CapsuleCRM: https://blakeconsultants.co.uk/SignUp... Transpond: https://blakeconsultants.co.uk/SignUp... Mailchimp: https://blakeconsultants.co.uk/SignUp... Get your free copy of my "Understand the Importance of Knowing Your Ideal Client and Create Your Own Avatar" here: https://blakeconsultants.co.uk/IdealC... Sign up to receive my Growth Hack Bulletin here: https://blakeconsultants.co.uk/Growth... #CapsuleCRM #Xero #Mailchimp #Processes #BusinessGrowth #Organised #Productivity #BeMoreProductive #IncreaseNetProfit #GrowYourBusiness

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