As marketing pioneer John Wanamaker famously said, “Half the money I spend on advertising is wasted; the trouble is, I don't know which half.”
Without a CRM, it’s hard to evaluate the results of your marketing efforts. Fortunately, CRMROI can help you track return on investment (ROI) and allocate funds to channels that drive the most sales and revenue.
CRMROI combines proprietary marketing data with lead management best practices to make it easier for you to tie your sales and marketing data together.
CRMROI flawlessly integrates with MarketingCloudFX — our proprietary ROI tracking platform — and allows you to:
Want to speak directly with a CRM expert to learn more? Give us a call at 888-601-5359!
We get it — sometimes you want to speak straight to the source. To speak with a Digital Marketing Specialist about our marketing services, feel free to give us a call at:888-601-5359
Our WebFX marketer has personally undertaken to learn our business and our goals and it shows in the quality of service they provide to us. Each member of the team that we have had interaction with has been eager to help make our website, and consequentially our business, the best it can be. WebFX is truly an extension of our team, providing expertise in areas where we do not specialize.Financial Planner
|CRM User Seats||1 to 3||Up to 4||Up to 5; then $25 for each additional user||Up to 5; then $25 for each additional user|
|Lead Source and Website Visit Tracking|
|Marketing Call Tracking Data Import|
|CompanyTrackerFX Automated Company Visitor Insights|
|Pipeline Tracking and Custom Sales Stages|
|Lead Action and Followup Dashboard|
|Email Communication Sync into CRM through BCC|
|Lead activity and history timeline|
|Customer Contact Directory|
|Sales Pipeline and Revenue Forecasting Tools|
|Lead Scoring and Qualification Tools|
|Marketing Channel-Specific Reporting for Closed Leads|
|Integration of CRM Into Website Forms|
|Email and SMS Lead Routing|
|Ability to ask CRMROI support questions and open support tickets|
|CRMs setup for each distributor or channel-partner|
|Monthly Investment||$75 (Free for WebFX clients)||$100||$125||$2,500 a month and a per distributor/channel-partner monthly investment|
|GET STARTED||GET STARTED||GET STARTED||GET STARTED|
|Features||Basic Onboarding||Advanced Onboarding|
|Demo Training with Sales Team Leadership||1 Hour||2 Hours|
|Delivery of Template for CRM Migration Data|
|Access to Dedicated CRMROI Post-Launch Support||30 days||90 days|
|Review of CRM Migration Data Import|
|Review + Configuration of CRMROI Sales Stages|
|Daily Sales Activity Dashboard Training|
|Marketing + Sales Data Review|
|One Time Investment||$350 (free for WebFX clients)||$950|
|Monthly Investment||$250 (optional)||$250 (optional|
|GET STARTED||GET STARTED|
|Features||CRMROI Ongoing Support & Consultation|
|Access to dedicated CRMROI Support Specialist|
|Ability to ask ongoing CRMROI support questions/tickets|
|Ongoing monthly support and consultation|
|-- Includes up to 2 hours per month|
|Additional CRMROI support and consultation||$125 per hour|
|Expected response time||1-2 days|
|Monthly Investment||$250 per month|
Want to learn more about what CRMROI can do for you? Take a look at these six CRMROI features:
CRMROI integrates directly with the forms on your website to save you time manually entering leads, and your sales team can get leads faster with email and text message notifications.
Every lead contains a full timeline of our proprietary marketing data including website session history, lead source, visit duration, and call recording and transcription data. Closed leads will tell your marketing team which channels are driving sales.
Every call, email, and activity can be tracked to specific leads, so you can remember key details that help you build relationships and earn more sales.
Set custom follow ups and action items for every opportunity, and use our CRM dashboard to plan your sales day. Set custom due dates and assign to your sales reps.
At last, you can delete your contact spreadsheet and manage all of your sales contacts in a single thread.
Drag and drop your leads through every stage in your sales process with our simple pipeline management tool.
In addition, CRMROI lets you maximize MarketingCloudFX features like ReviewBoostFX, LeadNurtureFX, and advanced audience targeting.
Are you interested in custom reporting that is specific to your unique business needs? Powered by MarketingCloudFX, WebFX create custom reports based on what you care about most.
CRMROI is the perfect solution if you:
There are hundreds of CRMs in the marketplace — how do you pick the best one for your business?
We’ve done the vetting for you and built a CRM specifically for SMBs. Want to learn more about how CRMROI can drive results for your business?
Contact WebFX or give us a call at 888-601-5359 to speak directly with an expert!