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

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Mort Ricky

Chief Education Officer

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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.

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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

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.

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HubSpot CRM
All HubSpot CRM Suites - Starter to Enterprise
Learn More
crmplus
Zoho CRM
Zoho CRM Plus and Zoho One
Learn More
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Salesforce CRM
Salesforce CRM Suite for Small Business
Learn More

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.

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Our 5-Step Methodology

Audit ​  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  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 Implement - Build workflows, sequences, sales email templates, drip email campaigns, follow-up tasks & queues, contact segmentation, and custom report dashboards within your CRM.

Integrate  Integrate - Identify third-party tools that are being used for maintaining customer data and behavior. Integrate using Zapier wherever it is necessary.
 
BBest Practices 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.

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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.