CRM Services

LET’S DROP INTO YOUR CRM PIPELINE           

FOR MAXIMUM MOMENTUM                             

Just like expert surfers riding the perfect wave, we'll help you carve through your pipeline with finesse, maximizing momentum and conquering your business goals. With our tailored strategies and expert guidance, you'll be catching barrels of success in no time. So grab your board and let's ride the CRM wave to victory!

The Vital Role of CRM                                        

in Building Customer Relationships

CRM isn't just a tool – it's the backbone of solid customer connections. By nurturing relationships and earning trust, businesses can foster customer loyalty that's essential for long-term success.

Acquiring a new customer can cost up to five times more than retaining an existing one. That's why increasing customer retention by just 5% can have a significant impact on profits, ranging from 25% to an incredible 95%.

Furthermore, the success rate of selling to a customer you already have is an impressive 60-70%, while the success rate of selling to a new customer falls between a mere 5-20%. These stats highlight the immense value of nurturing existing relationships over constantly chasing new ones.

In today's business landscape, prioritizing customer loyalty is essential for sustained growth. Research indicates that retaining customers is far more cost-effective than acquiring new ones, with retention costs being up to seven times lower than acquisition expenses.

Two clients shaking hands after a successful transaction.

Maximizing Your CRM Potential                                           

A tailored CRM system is the key to unlocking the full potential of your customer relationships. With customized solutions, businesses can optimize interactions, streamline processes, and drive revenue growth. Our team of CRM consultants is here to guide you every step of the way, ensuring that your CRM strategy aligns seamlessly with your business objectives.

At JKB, we specialize in crafting bespoke CRM solutions that empower businesses to engage confidently with customers, track interactions, and enhance overall efficiency. Say goodbye to inefficiencies and hello to increased sales and profitability with our comprehensive CRM services.

Strategy & Consulting Services

No matter your business need, we’ve got you covered! That’s why we have options for you to choose from. Whether you plan on keeping it in-house or having JKB take the reins, we’ve got a plan that can scale your business to reach and connect with your database so you’re always top of mind.

Know that every solution is specifically tailored and crafted to meet your specific touch points with client.

✓ Tailored Strategy Development

✓ Customer Segmentation Analysis

✓ Data Analysis and Insights

✓ Automation Implementation

✓ Personalized Customer Interactions

✓ Measurement and Optimization

          Strategy Services          

✓ Training and Support

✓ Workflow Optimization

✓ Expert Guidance & Recommendations

✓ Platform Selection and Integration

✓ Troubleshooting and Issue Resolution

✓ Strategy Alignment and Review

        Consulting Services        

Software we’ve managed

Our CRM Specialties

  • Managing CRM for the real estate sector involves tailoring strategies to handle a high volume of contacts and leads efficiently. Our services for real estate include:

    Contact Management: Maintain a comprehensive database of buyers, sellers, and prospects with detailed information and interaction history.

    Lead Generation and Management: Implement systems to capture and nurture leads from various sources, ensuring no opportunity is missed.

    Automation: Streamline routine tasks such as follow-ups, appointment scheduling, and email campaigns to enhance productivity.

    KPI Tracking: Monitor key performance indicators to evaluate the effectiveness of marketing efforts and sales activities.

    Drip Campaigns: Set up automated email sequences to keep potential clients engaged over time.

    Third-Party App Integrations: Integrate with MLS systems, property management software, and other essential tools to ensure seamless operations.

  • For the service industry, effective CRM management focuses on enhancing customer experience and retention. Our services include:

    Contact Management: Organize customer information, preferences, and service history to deliver personalized experiences.

    Lead Generation and Management: Develop strategies to attract and convert leads from multiple channels, including social media and online reviews.

    Automation: Automate service reminders, follow-up emails, and customer satisfaction surveys to maintain high engagement levels.

    KPI Tracking: Track performance metrics such as customer satisfaction, service delivery times, and repeat business rates.

    Drip Campaigns: Use targeted email campaigns to keep customers informed about new services, promotions, and updates.

    Third-Party App Integrations: Integrate CRM with scheduling software, payment gateways, and customer feedback systems to streamline operations.

  • Small businesses require a robust CRM system to manage customer relationships and drive growth. Our services for small businesses include:

    Contact Management: Maintain detailed records of customer interactions, preferences, and purchase histories to provide personalized service.

    Lead Generation and Management: Implement strategies to capture and nurture leads from various digital and offline channels, ensuring steady business growth.

    Automation: Automate repetitive tasks such as follow-ups, appointment reminders, and email campaigns to enhance efficiency.

    KPI Tracking: Monitor critical metrics such as customer acquisition costs, conversion rates, and customer lifetime value to inform business decisions.

    Drip Campaigns: Develop customized email campaigns to keep customers engaged and informed about your products and services.

    Third-Party App Integrations: Integrate with e-commerce platforms, accounting software, and other tools to create a seamless workflow and improve overall efficiency.

Experience Tailored CRM Solutions

Dive into years of experience crafting customized CRM solutions tailored to your unique business needs.

Join countless clients who've ridden the wave to success with our CRM optimization strategies.

Expertise in CRM Consulting

Dive into our deep understanding of CRM platforms and industry best practices, ensuring your strategy aligns seamlessly with your business objectives.

Our consultants stay current with the latest trends and technologies in CRM, offering cutting-edge solutions that drive results.

Authoritative CRM Strategy Development  

Take a deep dive into our comprehensive approach to CRM strategy development, including customer segmentation, data analysis, and automation.

Our authoritative strategies, backed by thorough research, are like catching the perfect wave – well-informed and effective in driving long-term business growth.

Trusted CRM Implementation Partners  

Our clients trust us as their CRM implementation partners, knowing we'll deliver successful projects on time and within budget.

We're all about transparency, communication, and client satisfaction, making us the go-to crew for CRM implementation.

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