Lead Management

CRM Automation

Allow us to automate client emails, texts, voicemails and more to streamline sales.

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Previous Work

Service

What is it?

Imagine our CRM Automation as your super-powered assistant for managing customer communication.

CRM software helps you track interactions with leads and customers, automate tasks, and streamline your sales and marketing processes.

This translates to a bird's-eye view of your sales funnel, boosting efficiency and driving results.

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CRM Automation enhances your ability to manage customer relationships by automating repetitive tasks and ensuring no interaction falls through the cracks.

With CRM Automation, you can easily segment your audience, personalize communication, and analyze customer data to improve your strategies.

Implementing CRM Automation not only saves time but also ensures that your team can focus on high-impact activities that drive growth.

MKTG DESK provides tailored CRM Automation solutions to streamline your business processes.

Customer

Who is it for?

CRM Automation is a game-changer for businesses of all sizes that manage a large number of leads or customer interactions.

Real estate agents can track client communication, property leads, and automate appointment setting. B2C businesses can manage client projects, automate tasks, and leverage multi-channel communication for outreach.

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For startups and established companies alike, CRM Automation provides a scalable solution to handle growing customer bases and complex sales processes.

E-commerce businesses can benefit from CRM Automation by managing customer support tickets, automating follow-up emails, and tracking purchase histories.

By integrating CRM Automation, businesses can ensure a seamless and consistent customer experience across all touchpoints, ultimately leading to higher customer satisfaction and loyalty.

MKTG DESK can implement CRM Automation to help your business thrive.

By the numbers:

100%
auto replies & follow ups
250%
avg increase in conversions
Results

What We Deliver:

Automation software automatically imports leads, automates outreach, schedules appointments, and even launches targeted email blasts – all in one place. 



MKTG DESK will onboard & setup your new CRM accounts then handle automation mapping, setup, and reporting metrics.

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CRM Onboarding

Automation Mapping

Automation Setup

Automation Reporting

“The automation they implemented streamlined our sales process. We're converting leads more effectively than ever.”
Emma Thompson, Sales Manager, Synergy Systems

Let’s do more together...

Make sure you have enough leads coming in to take advantage of these automation techniques. Try utilizing social media ads or Google ads to reach clients across various platforms.

Questions?

Do you handle the CRM Automation setup?

Yes, we will setup your company's account, user accounts, link third party applications, and draft copy for emails & texts for automation funnels.

Can you work with my current CRM?

Depending on the type of CRM you currently have, we may be able to. We have experience with certain CRMs due to their flexibility and capabilities. If we are unable to perform the necessary automation setups with your current CRM, we'll suggest a new CRM and offer to handle onboarding & setup if you would like to make the switch.

What benefits does CRM Automation offer?

CRM Automation can allow for customer interactions to be handles automatically, repeatedly, consistently, and with speed. Our automations all for customers to be reached immediately upon filling our a form, via email or text.

In addition, our automation funnels will consistently & repeatedly follow up and handle consecutive tasks that eliminated the costs and unreliability of a human. This allows your business to capture a new influx of leads and grow without human resources issues.

Curious to see how we can grow your business?