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.

TechOps offers CRM, marketing automation and digital transformation services for businesses wishing to better engage with their customer base and improve business efficiency.

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

CRM Implementation diagram

Mobile Device

If you want help answering any of these questions, Call TechOps Today.

Techops helps businesses of all sizes
solves business problems with technology

  • CRM Set-Up & Implementation

    Automatically enter leads into my CRM

  • Sales Management Automation

    Automatically assign leads to a sales rep

  • Marketing Automation & Retouch Marketing

    Create automation that sends follow up emails and texts to a customer

  • Salesforce Reminders & CRM

    Remind my sales rep to follow up with a customer

  • Improve Customer Experience

    Improve my customer's experience when calling our office

  • Customer Journey Consulting

    Track each step in the customer's journey

  • Lead Tracking & Analytics

    Track sales by lead source

  • Financial Forecasting & Reporting

    Forecast sales based on historical data

  • Digital Transformation

    Digitize my sales and operational processes

  • KPI Dashboards & Analytics

    Get daily dashboard reports with Key Performance Indicators

  • Customer Service Improvements

    Track and report sales and customer service calls

  • Text Message Marketing & Customer Experience

    Improve my customer's experience with text notifications