Menu
Book a call

Services

  • Home
  • Services

Packages

Starter
-
Included phases
Centralization
Set up foundational systems
Centralize data for clarity and alignment
Book A Call
Growth
-
Included phases
Centralization + Digitalization
Build on centralized systems
Digitize workflows and campaigns for scalability
Book A Call
Scale
-
Included phases
Centralization + Digitalization + Automation
Full-scale transformation
Automate processes for maximum efficiency
Book A Call

Services

What you can get:

Centralization Phase

CRM Implementation:

Set up and configure CRM systems to centralize customer, sales, and marketing data.

Data Migration & Cleaning:

Consolidate and standardize data from various sources like spreadsheets, legacy systems, or CRMs into one system.

Pipeline Setup & Management:

Design and configure sales pipelines to streamline lead tracking and opportunity management.

Digitalization Phase

Campaign Automation:

Automate email sequences, lead nurturing workflows, and retargeting campaigns for marketing efficiency.

Custom Dashboard Creation:

Build visual dashboards to track performance metrics like sales pipelines, marketing campaigns, and revenue analytics.

Tool Integrations:

Connect CRMs with platforms like email marketing, sales engagement, customer success, and payment tools for seamless data flow.

Automation Phase

Workflow Automation Design:

Automate repetitive tasks like lead follow-ups, task assignments, and reporting to save time and reduce errors.

Lead Scoring Automation:

Implement automated systems to prioritize high-potential leads for sales engagement.

Customer Journey Mapping & Automation:

Automate and optimize touchpoints throughout the customer journey for consistent engagement and retention.

Revenue Analytics & Insights:

Use AI to provide actionable insights on pipeline health, revenue trends, and customer behavior.

©UnityMethod I All rights reserved 2023 Terms & Conditions, Terms, Disclaimer

Linkedin

Address

  • Office UK:20-22 Wenlock Road, London, England N1 7GU, GB

Company

  • Copyright © 2024 Unity Method
  • Design by Dynamic Digital