CRM

Customer Relationship Management

SalesZilla has implemented, updated, optimized, migrated, or overhauled most of the major CRM systems in use today.

We work with organizations that want to solve the common, and uncommon downfalls of out-of-the-box CRM systems, and those that may have become unwieldy after years of add-ons and tweaks.

Common solutions we implement:

Streamlining information entry so reps spend less time on trivial information
Optimizing fields to organize information around call flow and deal reviews
Create custom fields or layouts to accomplish team goals
Build role-specific reports to drive sales activity, and management visibility
Provide visibility through dashboards that drive action and accountability

We start by understanding your team, your audience, your reporting needs, and work to deliver a solution that benefits all stakeholders. Our mission is to move the CRM from a necessary burden to the beneficial tool it should be. The CRM should guide reps through the sales process to ask good questions, make it easy to enter data and keep track of tasks, and provide great reports you can trust and act on.