CRM Optimization
Baseline Innovations offers a wide variety of CRM Optimization services to meet your goals and exceed your expectations. We offer CRM audits, implementations, portals and data visualizations, communications, data validations and integrations, trainings, and special pricing on licenses for select CRMs.
Audit
We identify areas of concern and to propose CRM improvements. Whether your system is new or a decade in progress, system evolution can be tough with limited bandwidth. We can help to evolve processes and systems to regain bandwidth and an edge in the market.
Implementation
Get your new CRM live quickly and customize to meet your goals and needs. Whether a first-time implementation or a reimplementation, we curate and consult based on your projects and intended timelines.
Portals & Data Visualizations
Your custom portal will meet your unique needs. We build your portal from scratch, using best practices and your branding. Our reporting is intuitive and utilizes your branding to ensure increased data decision-making. We will go above and beyond to curate portals and reports to exceed your expectations.
Communication
We curate ad hoc and drip email and text campaigns based on your segments, delivering a customized experience. Our email and text campaigns are built in your system to allow for live reporting and innovation over time.
Data Validations & Integrations
We ensure that your data is accessible, clean, and secure. We connect your CRM system with third party solutions to augment your bandwidth, abilities, and customer experiences. Common integrations include lead generation, ERP or SIS bidirectional data flows, portals, and much more!
Trainings
Our team will make topics accessible and hands-on. We lead custom and highly interactive trainings for varied levels of skill and proficiency. Our trainings range in topics from mass mailings to querying and can be held in-person or online. Your needs and our recommendations are the foundation of all trainings.
