--- title: CRM Managed Services | NuFunnel description: NuFunnel offers specialized CRM managed services for SMBs aiming for revenue growth. Achieve measurable results and success with our expert CRM services. --- [![Color logo - no background](https://nufunnel.com/hs-fs/hubfs/Color%20logo%20-%20no%20background.png?width=300&height=57&name=Color%20logo%20-%20no%20background.png "Color logo - no background")](https://nufunnel.com?hsLang=en) - [Home](https://nufunnel.com) - Our Services - [CRM Managed Services](https://nufunnel.com/crm-managed-services) - [HubSpot CRM Consulting Services](https://nufunnel.com/hubspot-consulting-services) - [Zoho CRM Consulting Services](https://nufunnel.com/crm-verticals-coming-soon) - [Website Development Services](https://nufunnel.com/website-development-services) - [Digital Marketing Services](https://nufunnel.com/digital-marketing-services) - Industry Verticals - [Real Estate CRM Software](https://nufunnel.com/managed-services-for-real-estate-crm-software-nufunnel) - [Solutions for Finance CRM](https://nufunnel.com/crm-for-financial-services) - [Hire Talent](https://nufunnel.com/marketing-staffing-agency-nufunnel) - [Blog](https://nufunnel.com/crm-insights) - [Contact Us](https://nufunnel.com/contact) - [Home](https://nufunnel.com) - [Our CRM Services](https://nufunnel.com/crm-managed-services) - [HubSpot Services](https://nufunnel.com/hubspot-consulting-services) - [Blog](https://nufunnel.com/crm-insights) - [Contact Us](https://nufunnel.com/contact) # Learn About Our CRM Managed Services NuFunnel helps growth-oriented SMBs achieve their business goals by streamlining their RevOps. We help SMBs implement, onboard, manage, and optimize usage of CRM. We provide measurable and predictable results through our 5-Spoke CRM Model. Trust us to fuel your revenue growth and propel your business towards success. ## Who we are ### We are a creative, energetic group Morbi et dolor est. Donec at dolor vehicula, molestie erat non, rutrum tellus. Vestibulum in eros non augue convallis pulvinar. Aliquam erat volutpat. Cras interdum felis at sem pharetra, sed convallis elit auctor. Nulla semper ut ante eu dapibus. Mauris dui orci, pulvinar sit amet ligula vel. Suspendisse faucibus ullamcorper massa, nec eleifend ante imperdiet in. Aliquam consequat bibendum ante, vitae placerat odio gravida eu. Maecenas eleifend est risus, sed luctus neque faucibus sit amet. - Lorem ipsum dolor sit, amet consectetur adipisicing elit. Ipsum, dolorum - Lorem ipsum dolor sit amet consectetur adipisicing elit. Fuga, illo! - Lorem ipsum, dolor sit amet consectetur adipisicing elit. Fugit, accusamus. ![group of employees looking at screen](https://nufunnel.com/hs-fs/hubfs/raw_assets/public/martech%20copy/images/employees.jpg?width=727&height=484&name=employees.jpg "group of employees looking at screen") ![home_lecture](https://nufunnel.com/hubfs/raw_assets/public/martech%20copy/images/headshot_1.png) ### Mort Ricky Chief Education Officer Contrary to popular belief, Lorem Ipsum is not simply random text. It has roots in a piece of classical Latin literature from 45 BC, making it over 2000 years old. ![home_lecture](https://nufunnel.com/hubfs/raw_assets/public/martech%20copy/images/headshot_2.png) ### Alex Portino VP of Learning Contrary to popular belief, Lorem Ipsum is not simply random text. It has roots in a piece of classical Latin literature from 45 BC, making it over 2000 years old. ![home_lecture](https://nufunnel.com/hubfs/raw_assets/public/martech%20copy/images/headshot_3.png) ### John Filingo Director of Academics Contrary to popular belief, Lorem Ipsum is not simply random text. It has roots in a piece of classical Latin literature from 45 BC, making it over 2000 years old. ## What We Do We help growth-oriented SMBs to identify and implement the best suitable CRM, and then help them experience success while using the chosen CRM system. ## Your Business Goals First As customer relationship management (CRM) consultants, we provide support for businesses seeking to improve their customer engagement practices. We work with companies to deliver the following: 1. Work closely with stakeholders to gather relevant information about their business goals. 2. Identify gaps in optimized usage of the existing CRM. 3. Provide guidance for the best suitable CRM based on budget and ease-of-use, that optimally allows businesses to achieve their goals. 4. Seamlessly implement, manage, and continuously support your CRM system to unlock its full potential and ensure you reap the maximum benefits, resulting in a superior ROI for your CRM platform. 5. Provide internal training\* to teams. ![What We Do](https://nufunnel.com/hs-fs/hubfs/What%20We%20Do.png?width=727&height=484&name=What%20We%20Do.png "What We Do") ## Supported CRMs We support all subscription levels for HubSpot, Zoho, and Salesforce. Ask us about other popular CRMs such as Pipedrive, Microsoft Dynamics 365, and Sage CRM. We have expertise in RevOps and CRMs to support any CRM platform. ![HubSpot-logo-color](https://nufunnel.com/hs-fs/hubfs/HubSpot-logo-color.png?width=150&height=53&name=HubSpot-logo-color.png) HubSpot CRM All HubSpot CRM Suites - Starter to Enterprise [Learn More](https://nufunnel.com/hubspot-consulting-services?hsLang=en) ![crmplus](https://nufunnel.com/hubfs/crmplus.svg) Zoho CRM Zoho CRM Plus and Zoho One [Learn More](https://nufunnel.com/crm-verticals-coming-soon?hsLang=en) ![logo-salesforce](https://nufunnel.com/hubfs/logo-salesforce.svg) Salesforce CRM Salesforce CRM Suite for Small Business [Learn More](https://nufunnel.com/crm-verticals-coming-soon?hsLang=en) ## How We Do It We specialize in creating effective marketing and sales solutions using a CRM. We use our 5-Spoke CRM Managed Services Model, with 5-Step Methodology, to ensure you reach your business goals efficiently. ![CRM_Managed_Services_Methodology](https://nufunnel.com/hs-fs/hubfs/CRM_Managed_Services_Methodology.png?width=500&height=500&name=CRM_Managed_Services_Methodology.png "CRM_Managed_Services_Methodology") ## Our 5-Step Methodology ![Audit](https://nufunnel.com/hs-fs/hubfs/Audit.png?width=20&height=20&name=Audit.png) ​  **Audit** - Work closely with internal stakeholders to understand your customer journey, content marketing strategy, analyze your digital footprint at various marketing touchpoints, and identify gaps.   ![Prepare](https://nufunnel.com/hs-fs/hubfs/Prepare.png?width=20&height=20&name=Prepare.png)  **Prepare** - Create a plan that aligns the audit results with the proven RevOps processes in your CRM for your team. This stage will include translating your content marketing strategy, inbound sales, and outreach activities into CRM processes. These will be aligned with deal stages, stages in the sales funnel, and lead scoring activities.  ![Implement](https://nufunnel.com/hs-fs/hubfs/Implement.png?width=20&height=20&name=Implement.png) **Implement** - Build workflows, sequences, sales email templates, drip email campaigns, follow-up tasks & queues, contact segmentation, and custom report dashboards within your CRM. ![Integrate](https://nufunnel.com/hs-fs/hubfs/Integrate.png?width=20&height=20&name=Integrate.png)  **Integrate** - Identify third-party tools that are being used for maintaining customer data and behavior. Integrate using Zapier wherever it is necessary.   **![BBest Practices](https://nufunnel.com/hs-fs/hubfs/BBest%20Practices.png?width=20&height=20&name=BBest%20Practices.png) Apply Best Practices** - We constantly review our work for RevOps best practices, such as automating everything to the extent that is practical, standardizing as many processes as possible to build a scalable engine, maintaining data hygiene, aligning as many teams as possible, and determining right metrics to monitor. ## Our CRM Managed Services Model We provide end-to-end CRM managed services that make your operations seamless and you focus on what is most important to you - your business. Our CRM services are based on 5-Spoke CRM Model that includes MarOps, Sales Enablement, Integrations, Reporting, and Training in order to establish an efficient RevOps funnel for your business. [Get started now](https://nufunnel.com/contact?hsLang=en) ![5-Spoke-Model-v3](https://nufunnel.com/hs-fs/hubfs/5-Spoke-Model-v3.png?width=350&height=350&name=5-Spoke-Model-v3.png "5-Spoke-Model-v3") Marketing Operations (MarOp) Sales Enablement CRM Reporting Implementation, Migration, & Integration CRM Training We understand that managing marketing (MarOps) operations is time consuming and can take valuable time off of your hands when you should be focusing on your business. That's why we offer a range of MarOps such as 1. Contact management 2. List optimization 3. Internal training\* 4. Template management 5. Campaign set-up and management 6. Workflow set-up and execution 7. Analytics and reporting We undertake execution of all your email marketing campaigns based on your business' marketing strategies. Improving customer experience and retention, thereby increasing revenue are important goals for every business. Our RevOps Strategy aligns your sales, marketing, and customer success teams to enable optimal sales efficiency. We provide following sales enablement services in order to give you a full-funnel view: 1. RevOps audit and strategy 2. Deals and Sales pipeline optimization 3. Lead scoring 4. Streamline lead capture process through content marketing, inbound marketing, and outbound marketing campaigns 5. Build workflows to move your leads through sales funnel 6. Customized reporting and insights 7. Integration with third-party tools\* CRM reporting is crucial for businesses to enhance customer relationships thereby increasing lead conversions and customer retention. It's a continuous process, not a one-time activity. CRM reporting comes in many forms and is used by several different teams - sales team, customer service reps, C-suite executives, and other business stakeholders. Having the right type of reporting therefore is crucial for gauging revenue growth. We provide custom dashboards after understanding your reporting needs. A typical set of reports that every SMB needs is: 1. Sales performance report 2. Sales pipeline analysis report 3. Deal pipeline report 4. Website traffic report 5. Marketing campaign performance report 6. Customer Service analysis report Our CRM implementation & integration solutions are recommended based on the initial audit conducted for your CRM. The recommended integrations are meant to optimize your business processes and drive growth. Most of the recommended integrations with third-party tools can be easily done using Zapier. We also undertake CRM data migration support if your business needs to switch CRMs. Our ongoing support and internal training\* empower your team to function seamlessly and fully unlock the potential of your integrated marketing tech stack.  Are you interested in training your staff on CRM? Our team offers customized training for your internal staff on the supported CRMs - Zoho, Salesforce, and HubSpot. Our training programs will help your staff with the following: 1. Discover and fully comprehend the extensive range of features your CRM has to offer. 2. Unleash the full potential of your CRM by optimizing its usage for targeted functions like Marketing and Sales. 3. Experience our engaging live training sessions where the number of participants is limited to just three. ## What We Don't Do (Yet) ### Following services will be introduced soon... - Any implementation of custom CRM solution that involves programming with developer skills. However, if you have a development team in-house who can write and deploy custom codes, then we can guide the dev team to implement the right solution. ## Ready to Leverage Your CRM Strategy? Unlock unparalleled customer insights and drive transformative results. [Get Started](https://nufunnel.com/contact?hsLang=en) ## About Us NuFunnel is a CRM Consulting and Marketing Staffing solutions company. We help growth-oriented SMBs to identify and implement the best suitable CRM, and experience success with excellent talent. ## Our Partnerships ![provider-badge-color](https://nufunnel.com/hs-fs/hubfs/provider-badge-color.png?width=140&height=121&name=provider-badge-color.png "provider-badge-color") ![crmplus](https://nufunnel.com/hubfs/crmplus.svg "crmplus") [![crmplus-dark](https://nufunnel.com/hubfs/crmplus-dark.svg "crmplus-dark")](https://go.zoho.com/0cP) [![one-dark](https://nufunnel.com/hubfs/one-dark.svg "one-dark")](https://go.zoho.com/kxz) ## Quick Links - [CRM Managed Services](https://nufunnel.com/crm-managed-services) - [HubSpot Consulting & Managed Services](https://nufunnel.com/hubspot-consulting-services?hsLang=en) - [Website Development Services](https://nufunnel.com/website-development-services?hsLang=en) - [Hire CRM & Marketing Talent](https://nufunnel.com/marketing-staffing-agency-nufunnel?hsLang=en) - [CRM Insights](https://nufunnel.com/crm-insights?hsLang=en) - [Contact Us](https://nufunnel.com/contact?hsLang=en) - [Careers](https://nufunnel.com/digital-marketing-and-crm-consulting-careers?hsLang=en) Follow us [Follow us on LinkedIn](https://www.linkedin.com/company/nufunnel/) [Follow us on Facebook](https://www.facebook.com/nufunnel) ### Sign Up For Our Newsletter - CRM Insights --- Copyright © NuFunnel 2023. 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