Implementing CRM Through Genuine Personal Connection

Your Business Processes Optimized

From Spending to Earning

Every dollar spent on CRM has an average ROI of $8.71

CRM can boost conversion rates by 300%

CRMs are known to improve customer retention, by as much as 27%

Sources: Nucleus Research, LinkedIn, & Salesforce

CRM Explained

What People Are Saying

“I appreciate the work Edmund did to help us migrate the thousands of jobs from the old Access database, built up over ten years, into HubSpot. It allows for easier searches and job number creation by even remote users. I am excited to use our new CRM tool and thankful that he was willing to help us on the journey of learning how to maximize its effectiveness. In the past, we have never had the tools to analyze and reveal insights to our business development side. Thanks for being consistently proactive by making suggestions through the course of his initial consultancy and advising our team on how to maximize the usage of HubSpot to extract its full potential.”

Sargon Ishaya, COO & CFO, Pragmatic Professional Engineers
“Edmund was a trusted partner evaluating and recommending a CRM solution for one client. He asked all the right questions and was diligent in his research and clear in his recommendations. He showed his work, not just the answer, which inspired confidence in the recommendation. With another client Edmund showed his skills in data analysis and reporting with data housed in a CRM. This truly brought home the value of all the people’s interactions in one place, their CRM. The insights we drew changed leadership's assumptions about what the people cared about, and they adjusted. Edmund demonstrated his willingness to go the extra mile for us when the unexpected happened.”

Tom Nealley, Partner, Encourageous (providing data consultancy for nonprofits)
"Beyond being a pleasure to work with, Edmund frequently provided insights that helped me make better business decisions. If you don’t understand how the data you have can help you make make more profitable decisions, call Edmund"

Matt Curtis, Chief Development Office, Kingdom One
“I enthusiastically endorse Edmund for his outstanding contributions in seamlessly setting up and maintaining our firm's CRM system. He offered invaluable training and insights that empowered our team, allowing us to have laser-like focus on the activities that matter most for our sales force. His data expertise led to enhanced strategies, and his meticulous approach to contact management has transformed our client interactions. Prompt, thorough, and dedicated, Edmund is an essential partner of our business.”

Fabian Serkins, Business Development Leader, Pragmatic Professional Engineers
"I worked with Edmund in the early stages of a start-up with novel technology in the construction industry. Although he did not initially know this space, he dug in and rapidly came up to speed as an expert on our needs as a team, as well as market needs, positioning, and messaging. Edmund migrated us from one collaboration platform to another more effective solution and also developed marketing collateral for both investor and customer promotions. He also selected, planned and implemented systems and processes for the team in a way that got us to quick solutions while allowing each of us to come on board at our own individual pace. Edmund is a thorough professional of the highest integrity and a great teammate with a broad set of skills and expertise."

Jeff Heimburger, Chief Strategy Officer, Thaddeus Building Tech
“Edmund came to our rescue when we had a false start implementing our new CRM. He quickly diagnosed where the main problems were, prioritized the steps we needed to take, executed much of the backend work we did not know how to do, and put processes in place and trained our users. We are now operating with no issues. Thanks for Edmund. In the future we start with you!”

Chief Operating Office, Anonymous

Services

CRM Onboarding

Needs Assessment: Discovery and purchase analysis
Customer Experience: Journey mapping to understand touch points
Setup & Integration: Full implementation and system integrations
Data Management: Data mapping, preparation, import, and verification
Hands-On Training: Ensure your team is empowered and confident
Iterative Improvements: Continuous enhancements based on feedback and performance

CRM Optimization

System Audit: Comprehensive review and recommendations for existing setup
Data Integrity: Quality assurance for data accuracy and usability
Marketing Automation: Tools to streamline and enhance campaigns
Customizations: Landing pages, email templates, pipelines, workflows, sequences, and more
Reporting & Insights: Data-driven reports and dashboards for metrics tracking and decision making
Extensions: 3rd-party tool integrations
Engagement Strategies: Enhancing team use and getting the most from your CRM

Supplementary Services

Marketing & business app workflow automation
Project management tool onboarding
Website refresh

Let's Chat

Choose Wisely: Your Business Depends on It

In the sea of CRM and digital technologiy tools available, picking the right solution for your unique business can feel overwhelming, but it’s more than just a technology decision. It’s a business decision.

Avoid the costly error of a mismatched system. Let’s tailor a solution that’s as ambitious as your vision.

My Approach - Your Strategy First

Before delving into technology, I take the time to genuinely understand your unique business dynamics. I prioritize listening to your goals, discerning the challenges you face when engaging with your clients, and comprehending the nuances of your operations and processes.

My goal isn’t just to introduce you to a tool, but to help you pinpoint the optimal digital and software solutions that will enable you to understand and connect with your customers on a deeper level. My design and implementation process is iterative, fostering an environment of continuous updates and adaptation. This ensures that we're not just implementing technology, but addressing real business challenges from the get-go.

I find immense satisfaction in seeing the “aha” moment in our collaboration — when you experience the transformative power of aligning strategy with the right technology.