Custom Ontraport CRM setup for increased sales and workflow efficiency
Cannot be disclosed due to NDA.
Industry: Properties & Investments
Client From: August 18 – September 19
Our client had heard about the automation and CRM power of Ontraport and came to us looking to build a custom system that would enable their sales team speak with more leads, follow up via multiple methods (email, SMS, postcard, handwritten letters) and close more deals.
Their goal was to have a single system that could track all of their unique relationships, manage all communications and provide fast and easy task management for their ever growing sales team.
“By the end of the setup we had a fully custom CRM that made it easy for us to keep track of all communications and sales that our team made.”
We started with our detailed CRM consultation phase where we were able to identify the strengths and weaknesses of their current sales process. From there we moved on to planning and building out a new and improved version of their sales process in Ontraport. In the new version we built lots of custom features like:
- Ability to send email, SMS, postcard and handwritten letters with one click from the contact record.
- Ability to select primary and secondary owners for each prospect.
- Sales rep notifications when one of their leads visits the website.
- Custom object setup and pipeline setup to track the progress of relationships for prospects, deals and orders.
- Custom tasks for the sales team based on the prospects engagement and actions.
- Automated sales follow up sequences based on task outcomes.
We continued to work with the client for a full year while we re-iterated and improved their sales process over time based on the data we were seeing and feedback from the team.
After building this custom Ontraport CRM for the client their sales team were able to touch more prospects in less time through multiple mediums. As their team were challenged with building relationships with a database of over 25,000, speed and ease of use was key. The custom CRM also enabled their wider team to keep track of their tasks, orders and fulfilment lists with ease.