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1. Define Goals

Define your goals in terms of the hoped-for solutions. What do the managers hope to get out of TrunKeyCRM? What are the goals of your end users?

2. Notify and engage end users, add users

Add users (sales reps, responsible persons, etc.). Engage users to have better efficiency for their work.

3. Import data

Import your existing customer database to ensure continuous work without any delay.

4. Train your end users

Go Live!

Send your first broadcast

Let your customer know about that you are committed to serve them the best possible way.

Capture leads from your website

Insert form into your website to capture your leads.

Setup the 3 most important follow-up sequences

1. New Lead Campaign
2. Long-Term Nurture Campaign
3. New Customer Campaign

Ensure long term success

Satisfy customers (make them feel special, ensure issues are handled well), Ask for referrals (customers are happy to share remarkably good experiences), Repeat (resell to existing customers: upsell, cross sell).

Customize TurnKeyCRM to fit your needs

Shape our system to fit your needs. Measure and Tweak (in all of the above, implement a system that permits instant feedback).