Propertybase & Salesforce
® CRM Specialists
Torn Marketing offers CRM implementation, maintenance and management of Propertybase and Salesforce to fit your property needs
If you can’t financially justify or don’t believe certain skills are core to your
business, our team can fill the gap and deliver the success you need.
Embedded at your office on a regular basis, we optimise your Salesforce / Propertybase CRM data and content, configure dashboards to provide key insights and help uncover opportunities with staff, prospects, customers and partners. We can train new staff, conduct skills assessment programs, motivate staff at sales conferences and present at Executive level meetings.
We load your contacts, content, products and clean your data, ready for your business to start successfully using Salesforce / Propertybase CRM.
And if your team get stuck, we are on-call 7 days-a-week.
Not all CRM systems are equal, with many platforms being built for each specific industry in mind.
We have specialised in the core 3 main CRM systems in the market but we also have expertise in many other platforms. If you’re looking to get a truly independent analysis of what the best system is for your business, get in touch today!
Our Senior BA’s work inside your company to successfully implement, report or refine your Salesforce / Propertybase CRM software. Implementation is faster and smoother with an in-house expert.
CRM Training & Documentation
Our expert Salesforce / Propertybase CRM trainers offer a depth of experience in the property industry and tailor each training session to optimise your staff’s productivity.
Our experienced Marketing Coordinators help load and send email campaigns, automated marketing campaigns, prepare brochures, social media and provide technical assistance in technical websites integration and webform configuration.
Integrate your ERP with your Salesforce / Propertybase CRM, create a bespoke integrate between your website and marketing automation platform, or create a complete enterprise service bus to integrate your core platforms.
Call Centre and Admin Services
Help setting up a 7 day-a-week call centre offers experienced communicators. They can assist in setting up your 1800 number, have a personalised respond to web enquiries, follow up cool leads and conduct lost opportunity surveys.
Document Automation & eSigning
Salesforce / Propertybase CRM document automation and eSigning solutions, leverages Digital Document platforms to help customers move from time consuming, paper-based processes, to a streamlined, paperless office environment.
HOW WE WORK WITH YOU
1. CRM implementation team
Assemble your team and get all key stakeholders involved:
- CRM Project manager
(Or assign one of our great Torn Marketing Resources)
- Representatives from all key user groups:
- Sales team
- Sales managers
- Marketing team
- Marketing managers
- Project managers
- Customer service representatives
Going beyond this, it’s important to consider what each member’s strategic role in your CRM implementation project will be. Broadly speaking, you need advocates, specialists, and workhorses to make your implementation team a successful one.
2. Create a change management plan
Assess the strengths and weaknesses of your CRM implementation team
Going on from the first point you need to work out which advocates, specialists and workhorses you have in-house to make the change a reality.
3. Forecast a CRM implementation budget
Project managers often don’t consider the full extent of implementation costs. In many cases, once the full cost is considered it brings into focus the question, “is it cost effective to roll this out?”
To avoid nasty surprises, use the following steps to draw up a budget
4. Begin rolling out your CRM
This is the ‘scariest’ part of CRM implementation! A successful CRM roll-out is a broad topic in itself – the main question to consider is whether it is fit for purpose. As you consider messaging, training, speed, data migration and try to assess the impact, this should be filtered through that question. Most organizations under-plan or plan in the wrong areas.
- Data Migration
- CRM User Training
- System Testing
- User Acceptance
5. Plan and initiate your CRM go-live
Firstly, plan. You’ll need to plan the following to make sure your go-live goes as smoothly as possible
- Staff scheduling including required overtime or temporary staff
- Identifying metrics for project evaluation
- Creating a communication strategy for system downtime
- Network speed and reliability checks
- Data backup processes
- Post go-live testing
6. Evaluate the success of your CRM implementation
- System activity
- Record updates
- Quality of inputs
- Business metrics
Our Design & Development Process
Strategy & Roadmap.
Discussion with client to establish what the purpose of the website should be. Understand what key design aspects are required.
Visual & UX Design
Create a visual design of your site that reflects your brand and demonstrates a good customer experience. Depiction of responsive screens or elements to show content on mobile devices.
The development of the website is built on a WordPress platform with a custom theme, shop, form integration or added functionality as required.
Launch & Monitor
The final testing stage will enable testing functionality and user experience. Any issues can be resolved in this stage. Once approval has been given we’ll make the site live.