CRM Automation
Solutions
By customizing your CRM to fit your team’s and customer’s needs, ESI will transform your business.
OUR TEAM HAS WORKED WITH THE BEST
Your CRM Should Work for You
Transform your growth stack into a well-oiled engine that serves your team and customers.
While CRM development companies build cool tech, we center everything around you and your sales strategy first. We'll work with your team to analyze their current workflows and understand written or understood processes to identify areas ideal for automation.
Bad data in, bad results out. If your process, workflows, or systems leave room for data errors, any automation is going to be futile. We'll validate and enrich your CRM data, then turn around and provide validation rules and logic to ensure you never have to go through a data clean up again.
Not all automation efforts are created equal. We'll create an automation value map that compares the return from each potential project compared to the effort required. This enables your team to focus on low-hanging fruit before diving into complex, in-depth projects with our sales and CRM experts.
The ESI team is expert in creating automations across data management, reporting, workflows, CPQ and much more. Furthermore, we'll integrate all of your sales, marketing, product, and finance systems into your CRM for a single "source of truth" your team can rely on every day.
Transform Your Growth Stack
Manage your CRM and growth stack in a way that works for you and skyrockets your business.
62%
87%
100%
ESI will turn your CRM into your profit-producing best friend.
Improve Sales Velocity
Time kills deals, yet too many companies have technology that slows down growth teams and inhibits the customer journey. The team at ESI makes sure every ounce of your technology investment results in a faster sales cycle, higher conversions, and increased revenue per deal.
Increase Team Performance
Efficiency is an obvious faster in CRM automation, but your growth stack done right will increase performance for more reasons than one. Happier teams doing more meaningful work result in higher close rates and an eagerness to serve prospects more effectively.
Reporting in Real-Time
Reports are important, but reporting is not. Our team will make sure your critical business questions are answered with real-time. We help surpass vanity metrics and help dive into actionable insights that will move your sales and marketing teams forward faster than ever.
Predict Revenue
Few sales leaders rely on their CRM sales forecasts because they're used incorrectly. We'll help you set up forecasts across multiple scenarios and take into account every factor you can think of: seasonality, economic changes, market news, and so much more.
with Fortune 500 Sales Experts.
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