Customer Relationship Management Systems are the backbone of your business. They are the systems that help you manage your customer interactions, track leads, and manage your sales pipeline. We can help you implement a CRM, migrate off of an old one, or need a custom integration for your existing solution.

Design Process

We follow a comprehensive design process to create a CRM system that meets your unique business needs. Our approach includes:

• Discovery: We start by understanding your business processes, customer interactions, and sales goals to design a CRM system that aligns with your strategic objectives.
• Design: We create wireframes, mockups, and prototypes to visualize the CRM layout, features, and user interface, ensuring a seamless user experience.
• Development: Our team of developers builds the CRM system using the latest technologies and best practices, customizing workflows, automation, and integrations to meet your specific requirements.
• Testing: We conduct rigorous testing to ensure the CRM system is bug-free, scalable, and user-friendly, providing a seamless experience for your team.
• Deployment: We deploy the CRM system to your servers or the cloud, configure settings, and provide training to your team to ensure a smooth transition to the new CRM platform.

Tools

Two Trees Digital leverages a wide range of CRM tools to deliver the best possible solution for your business. Our expertise spans a variety of platforms, including:

• Pipedrive: A CRM system designed specifically for sales teams, offering a visual sales pipeline and automation capabilities.
• Hubspot: A powerful CRM system that offers a comprehensive suite of tools for marketing, sales, and customer service.
• Salesforce: A leading CRM system used by large enterprises worldwide, providing advanced analytics and AI-powered insights.
• Zoho: A CRM system designed for small businesses, offering features for sales, marketing, customer support, and collaboration.

Discovery

We will work with you to understand your business goals, customer interactions, and sales processes. Our team of experts will conduct a thorough analysis of your current CRM system, identify pain points, and recommend improvements. By gaining a deep understanding of your business requirements, we can design a CRM system that meets your specific needs and drives business growth.

Design

We will work with you to understand your business processes and design a CRM system that meets your needs. Our team of experts will analyze your requirements and create a customized CRM solution tailored to your specific business goals. By designing a CRM system that aligns with your workflows and processes, you can streamline your sales and marketing efforts, improve customer satisfaction, and drive revenue growth.

Development

We will develop your CRM system using the latest technologies and best practices. Our experienced developers will build a robust and scalable CRM platform that integrates seamlessly with your existing systems. With our expertise in CRM development, we ensure that your CRM solution is user-friendly, efficient, and capable of handling large volumes of data. By leveraging automation and advanced analytics, you can gain valuable insights into customer behavior, identify sales opportunities, and optimize your marketing campaigns.

Deployment

We will deploy your CRM system to your servers or the cloud. Our deployment process is smooth and efficient, minimizing downtime and ensuring a seamless transition to the new CRM system. Our team will handle all the technical aspects, including data migration, system configuration, and user training. With our comprehensive deployment services, you can start using your CRM system quickly and effectively.

CRM Offerings

Hubspot

Hubspot is a powerful CRM system that offers a comprehensive suite of tools for marketing, sales, and customer service. With Hubspot, you can automate your marketing campaigns, track customer interactions, and manage your sales pipeline effectively. The platform provides detailed analytics and reporting, allowing you to measure the success of your marketing efforts and make data-driven decisions. Companies using Hubspot have reported significant increases in sales and conversion rates, with some seeing up to a 30% improvement in revenue.

Pipedrive

Pipedrive is a CRM system designed specifically for sales teams. It offers a user-friendly interface and intuitive features that help sales professionals manage their leads, track deals, and close more sales. Pipedrive provides a visual sales pipeline, allowing you to visualize your sales process and identify bottlenecks. With its built-in email integration and automation capabilities, Pipedrive streamlines your sales activities and improves team collaboration. Companies using Pipedrive have experienced an average increase of 28% in sales revenue and a 32% improvement in conversion rates.

Salesforce

Salesforce is a leading CRM system used by large enterprises worldwide. It offers a comprehensive set of tools for sales, marketing, customer service, and analytics. With Salesforce, you can manage your customer data, automate your sales processes, and personalize customer interactions. The platform provides advanced analytics and AI-powered insights, enabling you to identify trends, predict customer behavior, and optimize your sales strategies. Companies using Salesforce have reported an average increase of 32% in sales productivity and a 34% improvement in customer satisfaction.

Zoho

Zoho is a CRM system designed for small businesses. It offers a range of features for sales, marketing, customer support, and collaboration. Zoho provides a unified view of your customer data, allowing you to track interactions, manage leads, and nurture customer relationships. With its customizable workflows and automation capabilities, Zoho helps you streamline your business processes and improve efficiency. Companies using Zoho have seen an average increase of 26% in sales revenue and a 30% improvement in customer retention.

By implementing a CRM system tailored to your business needs, you can achieve significant improvements in sales performance, customer satisfaction, and overall business growth. The specific benefits and metrics may vary depending on your industry, target audience, and implementation strategy. Our team will work closely with you to understand your goals and provide a CRM solution that delivers measurable results.