CRM & Digital Transformation
Many CRM implementations fail to help a business increase revenue, in large part, because they’re set up with inspection in mind. Businesses focus too heavily on reporting, forecasting rather than focusing on improvements to the sales process.
At TechOps, we design and deliver “digital first” workflows and processes using the latest Customer Relationship Manager (CRM) technologies. We balance the 3 elements of a winning CRM – sales process workflows, operational automation and business insights.
With so many technology options, our approach is vendor agnostic. We only implement business technologies that will drive the best outcomes for our clients. We work with leading CRM solutions including Salesforce, Zoho, Microsoft, Insightly, FreeAgent and many more.
We understand that many business owners and employees are not tech savvy. We design our solutions with real people in mind, not tech experts. In each step of the process, we make certain that these applications are easy to use.
Thinking beyond the CRM, we help businesses eliminate paperwork by
digitizing sales and operations processes utilizing integrated custom forms.
3 elements of a Successful CRM Implementation
Techops helps businesses of all sizes
solves business problems with technology
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Automatically enter leads into my CRM
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Automatically assign leads to a sales rep
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Create automation that sends follow up emails and texts to a customer
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Remind my sales rep to follow up with a customer
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Improve my customer's experience when calling our office
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Track each step in the customer's journey
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Track sales by lead source
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Forecast sales based on historical data
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Digitize my sales and operational processes
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Get daily dashboard reports with Key Performance Indicators
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Track and report sales and customer service calls
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Improve my customer's experience with text notifications