CRMROI: A CRM Designed for SMBs
Want to make the most of your sales and marketing data to drive sales and revenue for your small or midsized business (SMB)? Say hello to CRMROI — built for sales team small in size, but large in hustle. If you don’t currently use a CRM, CRMROI is an affordable solution for helping your team close more sales. Keep reading to learn more about how CRMROI can drive results for your business!
Explore CRMROI Plans
Silver
$75 / month
-
1-3 CRM User Seats - Lead Source and Website Visit Tracking
- Marketing Call Tracking Data Import
- Lead Action and Followup Dashboard
- Lead Scoring and Qualification Tools
- Email and SMS Lead Routing
Gold
$100 / month
- Up to 4 CRM User Seats
- Lead Source and Website Visit Tracking
- Marketing Call Tracking Data Import
- Lead Action and Followup Dashboard
- Lead Scoring and Qualification Tools
- Email and SMS Lead Routing
Platinum
$125 / month
- Up to 5 CRM User Seats ($25 for each additional user)
- Lead Source and Website Visit Tracking
- Marketing Call Tracking Data Import
- Lead Action and Followup Dashboard
- Lead Scoring and Qualification Tools
- Email and SMS Lead Routing
What is CRMROI and why do I need it?
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:
- Automatically track the ROI of your marketing budget
- Track the entire lifecycle of your leads from their first website visit or brand interaction to purchase
- Manage your sales pipeline
- Close more deals
- And more!
Want to speak directly with a CRM expert to learn more? 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.
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CRMROI Services
| Features | Silver | Gold | Platinum | Enterprise |
|---|---|---|---|---|
| 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 | ||||
| Company Directory | ||||
| 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 |
| Need more information? Call Us: 888-601-5359 | GET STARTED | GET STARTED | GET STARTED | GET STARTED |
CRMROI Onboarding Plan
| 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) |
| Need more information? Call Us: 888-601-5359 | GET STARTED | GET STARTED |
CRMROI Ongoing Support Plan
| 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 |
| Need more information? Call Us: 888-601-5359 | GET STARTED |
Key CRMROI features
Want to learn more about what CRMROI can do for you? Take a look at these six CRMROI features:
1. Seamless lead management
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.
2. Marketing and sales data
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.
3. Notes
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.
4. CRM dashboard
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.
5. Contact management
At last, you can delete your contact spreadsheet and manage all of your sales contacts in a single thread.
Who should use CRMROI?
CRMROI is the perfect solution if you:
- Have a sales team of seven people or less
- Do not need advanced lead routing
- Don’t currently use a CRM
- Do not need sales forecasting and projections
Measuring the metrics that affect your bottom line.
Are you interested in custom reporting that is specific to your unique business needs? Powered by MarketingCloudFX, WebFX creates custom reports based on the metrics that matter most to your company.
- Leads
- Transactions
- Calls
- Revenue
Get started with CRMROI!
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!
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