CRM Optimization That Actually Grows Your Business
Jamie Shanks
I launch & scale Agencies that enable Revenue Creation | CEO of Get Levrg & Pipeline Signals | Founder with 1x ?? First Base Hit, 1x ?? Bunt, 3x ?? Strikeouts, and 1x ??Big Opportunity right now.
In a highly competitive market, every minute counts, and when routine CRM tasks bog down your sellers, it’s time taken away from customer-facing activities that actually drive revenue.?
That’s where our Sales Data and CRM Optimization service comes in, giving you a way to offload time-consuming tasks.
Our offshore executives take care of the heavy lifting by managing the tedious, yet essential, sales and CRM tasks so your in-house salespeople can focus on what really matters: growing your business.
The Tools of the Trade
We work with the tools you’re already using.?
Whether it’s HubSpot , Salesforce , or monday.com our team is fully trained to handle your CRM with precision and efficiency.?
For communication, we’re in constant touch with our clients through MS Teams, Slack, WhatsApp, and emails. We believe in keeping things simple and effective—no client is left wondering about the progress of their data or tasks.
Every day, we send out detailed reports, ensuring you’re always in the loop.?
What We Do: Routine, Yet Essential
Our offshore talents specialize in CRM enrichment, a crucial process that ensures your database stays fresh and relevant.?
We focus on the enrichment of contacts, companies, deals, and tickets, making sure every piece of data in your system is accurate and up-to-date. Imagine your in-house sales team walking into work with a fully optimized CRM that’s ready to be used for building pipelines and closing deals.
For example, we recently worked with Smartling to enrich 4,500 contacts into their CRM. While this task might have taken around two weeks, we completed it in just three days, freeing up their salespeople to focus on customer engagement and closing deals.
That’s not all we do.
We also handle CRM migrations, moving your data seamlessly from one system to another without the headache of lost information.
It’s precision work that requires a lot of patience and care—two things our offshore team excels at.
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The Challenges We Handle, So You Don’t Have To
CRM management is time-consuming and requires a lot of attention to detail.?
Without constant care, your CRM can quickly become outdated—decaying at a rate of 3% per month as contacts change jobs or companies, and as data falls out of relevance.?
This constant decay can leave your sales team chasing dead leads or using outdated information, slowing down your revenue growth.
We make sure that doesn’t happen.
With our service, your CRM stays clean, relevant, and up-to-date.
?Your salespeople don’t have to spend hours updating contact details or migrating old data, and your database becomes a reliable tool for driving growth.
The Bottom Line: It’s All About Efficiency
Our Sales Data and CRM Optimization service is designed to make your sales process more efficient by removing the routine, repetitive tasks from your sellers' to-do lists.?
By keeping your CRM optimized, your sales team can focus their energy on what they do best—building relationships, closing deals, and driving revenue.