Maximize Your CRM Investment.
Drive Results.
CRM Implementation & Optimization
From initial setup to fine-tuning, we manage the full implementation of your chosen CRM. For existing systems, we optimize configurations and workflows to maximize efficiency, user adoption, and data accuracy, helping you get the most out from your investment.
CRM System Integration (HubSpot, Salesforce, MS Dynamics)
We seamlessly connect your HubSpot, Salesforce, or Microsoft Dynamics CRM with your existing business tools (e.g., accounting, ERP, marketing platforms). This eliminates manual data entry, reduces errors, and ensures a unified view of your operations, saving you time and money.
Our Services
System Audit & Performance Review
We conduct thorough audits of your current business systems and processes, identifying bottlenecks, inefficiencies, and areas of unnecessary spending. Our review provides clear, actionable recommendations to streamline operations and cut costs.
Data Migration & Cleansing
Ensure your valuable business data is accurate, accessible, and correctly transferred during system changes. We manage complex data migrations and perform rigorous cleansing to eliminate duplicates and errors, safeguarding your insights and avoiding costly mistakes.
Custom Workflow Automation
We design and implement automated workflows within your CRM and integrated systems. This eliminates repetitive tasks, speeds up core business processes, and frees up your team to focus on high-value activities, leading to significant operational savings.
Technical Support & User Training
Our support ensures your team fully leverages your integrated systems. We provide tailored training sessions and ongoing technical assistance, empowering your employees and minimizing downtime, which translates directly into improved productivity and cost efficiency.
Our Value Oriented Packages
Ideal for: Small businesses looking for a quick, impactful assessment and clear directions to improve their existing CRM (HubSpot, Salesforce, MS Dynamics).
What's Included:
Comprehensive CRM Audit: We'll review your current CRM setup, including property usage, reports, workflows, and duplicate data.
Identify Possible Improvements: Pinpoint opportunities for automation, data quality enhancements, and user-friendly layout adjustments.
60-minute Workshop: A collaborative session to discuss findings and potential solutions.
30-minute Summary Meeting: Presentation of key insights and a clear action plan.
Detailed Documentation: Written recommendations and suggested next steps.
Ideal for: Small businesses ready to significantly streamline core operations, reduce manual effort, and gain a clear, documented strategy for enhanced efficiency.
What's Included:
In-Depth Current State Analysis: A comprehensive review of your existing business processes and how they interact with your CRM and other systems.
Process Mapping & Documentation: We'll visually map your current workflows and design optimized future-state processes, providing clear documentation to follow.
2 Collaborative Strategy Workshops: Focused sessions to identify inefficiencies, design improved workflows, and explore automation opportunities specific to your business.
Actionable Strategic Recommendations: Expert guidance on how to implement the optimized processes and leverage your CRM for maximum benefit.
Future Service Recommendations: Identification of potential areas for further improvement or system integrations that could offer additional long-term value, presented without immediate commitment.
Final Review & Blueprint Meeting: A dedicated session to present the detailed process maps, strategic blueprint, and discuss implementation priorities.
Ideal for: Ambitious small businesses seeking a complete overhaul of their digital operations, seamless integration of all core systems, and expert guidance in selecting the right technology partners for maximum efficiency and cost savings.
What's Included:
All benefits from the Medium Package: This covers the in-depth process analysis, strategic mapping, and tailored recommendations.
Comprehensive System Integration: We design, oversee, and support the integration of your CRM with essential business systems like ERP, invoicing software, accounting platforms, and other critical tools. This ensures automated data flow and eliminates data silos across your entire tech stack.
Third-Party Solution Vetting & Selection: Expert assistance in researching, evaluating, and selecting the most suitable third-party software solutions. We help you make informed decisions, ensuring new tools genuinely enhance your operations and integrate smoothly, leading to avoidable future costs.
Strategic Implementation & Rollout Support: Hands-on guidance and project management during the integration and deployment phases, minimizing disruption and maximizing adoption.
Post-Launch Optimization & Review: Ongoing support to ensure your newly integrated systems operate seamlessly and deliver sustained value.
Book Your Strategic Session
Transforming your business starts with a single conversation.
About
Cassandra Advisory
At Cassandra Advisory, we empower small businesses to achieve operational excellence and significant cost savings through expertly tailored CRM strategies and seamless system integrations.
With a deep expertise in HubSpot, Salesforce, and Microsoft Dynamics, we go beyond basic setup. We conduct thorough system audits to identify inefficiencies and pinpoint opportunities for automation and optimization. Our approach focuses on integrating your critical business tools, ensuring data flows effortlessly across your CRM, ERP, invoicing, and other essential platforms.
Our mission is simple: to help you streamline complex processes, eliminate data silos, and make informed decisions that directly impact your bottom line. We deliver practical, results-driven solutions that enhance productivity, reduce operational costs, and build stronger customer relationships.
Partner with Cassandra Advisory to unlock your true business potential and turn your systems into powerful engines for growth and efficiency.
Contact Us
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