CRM & Business Automation Services

A technology that
automatically shows you
your hottest leads.

What is CRM?

It’s one of those business tech acronyms you hear all the time, but you may not know what it means. CRM stands for “customer relationship management.” It’s a method for using digital tools and their unique features to create and cultivate an automated relationship with your customers and prospects. What’s more, it tells you when particular leads are hot and ready for one-to-one contact with your sales team.

What can CRM do?

You may be surprised to learn that CRM can help you develop an active and engaged relationship with your leads before they’ve ever spoken with you or anyone else from your organization. That’s because, unlike many sales and marketing people who look at leads as numbers, a well-developed CRM system will help you recognize that they’re people, automatically create a profile for each lead, and help you target them with tailored messages designed to move them smoothly along the sales process.

But what about those hot leads?

A CRM uses a process called “engagement scoring.” It tells you exactly how engaged your leads are by tracking their online activities. It’s a great way to know exactly which leads should be most prioritized for direct, one-to-one outreach. When fully utilized, a CRM organizes your leads in a list, or “opportunities pipeline,” from greatest to least engagement. It also segments your leads based on their engagements and interests, so you can target them with highly personalized messages to help move them along the pipeline. Every time a prospect clicks a link, opens an email, fills out a form or survey, books an appointment or places an order online, that interaction is added to a lead’s engagement score and used for automation and segmentation.

How does it work?

There are four steps to launching a CRM, so you can start getting results that save you time and make more money for you.

We design and build a digital system that will help you reach repeated successes by providing strategic, actionable sales information on your leads in a digestible format.
We provide you with access to training that teaches you how to manage daily tasks easily, without “technostress” or frustration.
We automate what we can of your existing digital structure, so you can save time while making more money by leveraging your current technology.
Your CRM system “learns” as it gathers additional information about your leads, allowing it to refine its data and improve its reporting and analytics.

All that and more...

All the pieces required to build your creative are at arm’s reach. McDill is a well-staffed group of some of the most solid writers, designers, videographers, photographers and marketers you’ll find. We’re constantly brainstorming strategies, then writing headlines, designing web pages and measuring results. We approach our work with curiosity and drive. And we have fun doing it all.