Our CRM Services
How it Works
Step 1
Schedule a Complementary Discovery Call (30 minutes)
Step 2
Project Scope Call (Paid - 1.5 hours)
During our Project Scope Call, we will review the cost, timeline, and deliverables of your project. After our meeting, I will send you a custom proposal.
Pricing is dependent on features chosen and complexity of implementation.
Step 3
Implementation
Once the custom proposal is signed, I will begin the implementation process.
Schedule a Complementary Discovery Call to discuss our 3 Steps to CRM Implementation Success
Whether it's implementation support or strategic guidance, our track record assures your CRM system's optimal performance.
How it Works
Discovery Call
We explore ways to elevate your CRM system.
Option 1
CRM Strategy & Training Calls
We conduct one-hour Zoom sessions to explore effective strategies and implement best practices.
Option 2
CRM Implementation
To provide a custom and project based solution, this option initiates with a due diligence analysis of your CRM (CRM Inspection Report). Once your CRM Inspection Report is completed, we will meet to develop an implementation plan.
Client Reviews
Stephanie Dannebaum Consulting Sample Deliverables
- Enhanced Reports
- Customized Workflows, Note Templates and/or Activity Templates
- CRM Migration Support
- Company Specific Custom Fields, Tags, Keywords, etc. and other Contact Management features
- Designed and Implemented Opportunity Tracking Pipeline in Redtail CRM & Wealthbox CRM
Schedule a Complementary Discovery Call to find out how we help firms quickly elevate your Customer Relationship Management (CRM).
What our CRM Consulting clients say
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