I work with service-based B2B businesses (1-10 employees) who have reached a growth ceiling and are frustrated that they can't break through it.
There are usually some reasons this happens, but typically it’s because:
- Information on sales and delivery is held in multiple places, often on spreadsheets, post-it notes, or even in their heads.
- This makes it difficult to track sales and delivery, resulting in lost sales and potential inconsistencies in client delivery, affecting retention (and profitability).
The beauty of Capsule CRM is that it brings everything together in one place so you have a single source of truth, where everything can be tracked and managed effectively with the use of built-in processes and automations. It has really powerful 'project boards' if you want to manage your client delivery, from onboarding through to delivery and managing your teams. As someone with a background in Ops, I understand the challenges of project delivery and can help you build project boards that ensure you deliver consistently.
Not only that, Capsule has the flexibility to map onto how your business works. And that's where I come in as Capsule Certified Partner.
I help you document your current processes that become the basis for how Capsule needs to be configured for your needs. I take the strain off you and build Capsule to your requirements so it reflects how you work. I'll also take your data, clean it up and import it.
I can also help you integrate Transpond (the sister company that provides email automations) to enhance the automations and link it to your sales and marketing campaigns.
I provide training videos to support you once you've gone live with it.
With my support, you’ll have a fully tailored, ready-to-run system that works for your business, without the tech stress.