CRM
AUTOMATE YOUR BUSINESS ENVIRONMENT
END TO END
Automate Everything!
Automate Your Sales, Marketing & Every Operation Of Your Business
Exclusive Marketing & Automation’s expert team customizes your SaaS-based CRM relevant to your vertical – be it Insurance, Mortgages, Financial Services, or freight forwarding.
Exclusive Marketing & Automation has the vertical understanding and process expertise to map your business and create disruptive practices.
Flowing from the customization, Exclusive Marketing & Automation CRM implementation automates your enterprise and integrates across the spectrum.
Go easy and light with Exclusive Marketing & Automation for your vertical and business.
Let Exclusive Marketing & Automation help you create your future organization. With Limitless Possibilities.
Take charge of your future enterprise.
Today’s SaaS Platforms cater to every business size. Put the right processes in place for business growth and automate the consequent workflows across the enterprise. Get CRM to look outward and inward.
Centric to a holistic enterprise-wide platform and strategy is a robust CRM customized to your vertical and specific processes.
Well-built centric CRM integrates with other applications like Sales IQ, Desk, an LMS (people, learning, training), finance, and many others to automate the enterprise with disruptive processes and practices and create a robust future organization. Learn more.
Ready to move your CRM project forward?
Make your business infinitely scalable with the Sales IQ and Support desk, all integrated with CRM.
Manage your business on the fly and concentrate on the important things that require your knowledge and intervention. Let CRM and related applications that care of your processes and deliverables.
Let Exclusive Marketing & Automation define, structure, and automate your processes and workflows on the Cloud through SaaS platforms using CRM and related applications. Automate your business environment from end to end.
How Do We Work
Exclusive Marketing & Automation encompasses many different skills and disciplines in the production and maintenance of implementing CRMs. The different areas of implementation will vary depending on the CRM and the number of employees. Here is a foundation of our process in 4 Easy Steps:
Implementation Success | 4 Key Steps
Discovery
1. Identify all areas of your business that touch the Customer or the Prospect.
Workflow
2. Identify all of the business processes that manage the touch points with the Customer or Prospect.
Selection
3. Select the appropriate CRM and Sales Force Automation (SFA) system that will allow the business processes impacting the Customer or Prospect to be managed in the most efficient and effective manner.
Documentation
4. Document those business processes and train the users on the utilization of the CRM system with a focus on how that system will deliver value to their daily work lives and how it will maximize their efficiency and effectiveness in managing their relationships with their Customers and Prospects.
