Uprise helps clients assess their CRM needs, maximize their platforms, and solve their CRM gaps. CRM platforms are an essential tool for successful sales and marketing programs. Most organizations have one, yet very few are maximizing its full value due to lack of knowledge and training (a tool is only as good as its user). We understand the importance of leveraging data, automations, and workflows to convert leads and increase engagement.

Our CRM configuration engagements focus on educating and training the client to maximize their CRM investment. We ensure automations are being used to their greatest extent by verifying information is categorized in a way that supports decision-making. We also develop personalization that is human-centric and friendly rather than robotic or machine generated. As an agnostic partner, we make recommendations based on client needs, not platform payouts.

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Identify

To make informed recommendations, we identify clients’ sales and marketing goals and establish any challenges that have kept them from being successful.

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Plan

We create roadmaps and workflows to outline the customer journey experience. Before implementation, we look at how data will integrate and inform sales and marketing.

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Configure

Once platforms are implemented or updated, we clean data, set up new categories, establish rules, and create workflows to best support sales and marketing teams.

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