If your CRM isn’t SaaS-y, are you even doing business right?
If You’ve Ever Thought You Deserve More ROI from Your CRM, You’re In The Right Place.
With Castro & Co as your SaaS-y Systems Implementer, You’ll Spend Less Time
In The Doldrums of Data Entry
Teaching and Trying to Get Your Employees To Actually Use CRMs
Tangling With Tech Tools Who Won’t Play Nice - or Not Play At All With Other Tools
Chatting with Bots and Sales People Who Don’t Understand You - Or Your Business
And More Time
Research shows effective CRM use can significantly impact business metrics. According to studies, CRM implementation is correlated with 29% higher sales and 42% more accurate sales forecasting. Additionally, 55% of sales representatives cite ease of use as a top priority when adopting new technology.
Can you afford NOT to tap into the power of the CRM and SaaS tools you’ve already paid for?
All Castro & Co. Packages Include:
A discovery session where we set short term/long term goals, desired experience vs. current experience, identify the required team members, establish a budget and timeline.
An Audit of existing tools, systems and marketing activities.
We assess what is working (and not working) with your CRM and SaaS tools with a future focused, big picture view that:
Focuses on client interactions
Uncovers employees’ roadblocks
Gets Buy In From Leadership
Castro & Co. was retained by a Colorado based nonprofit providing community services and food support to over 10,000 individuals per year. With a growing staff and increased program offerings, they needed to streamline and organize their program data. After working with Castro & Co, they now accurately report the number of individuals they help within any given time frame, providing easy to find data that is specific to each program and service to monitor and analyze trends. This information is absolutely vital for future funding requests and allows them to plan for continued growth. With Castro & Co, they now have a tried and tested process and SaaS system for staff to enter, manage and review their metrics in real-time.
We’re currently booking packages for the 2nd quarter of 2024.
Doing a Deep Dive in Dataville means our team can only help a limited number of clients each quarter.
“Before, I was very afraid of a CRM and felt overwhelmed in contemplating one. Now, after working with Castro & Co, I feel less stressed, confident in my decision about my CRM choice, and have clear steps to take moving forward as I begin to implement and use my CRM.
Castro & Co has helped me to learn the language of a CRM when it is never one that I have spoken before and was avoiding learning anything about. Hilary's expertise and guidance in this process have been immensely helpful. She knows what questions to ask about the purpose of the CRM and is a great resource for thinking about the future of my business' use of a CRM and not just my business today. Castro & Co thought of things that I did not and reminded me about future usages of this system that I forgot about.
She knows her stuff, and I am so glad that she is offering this service to small to medium sized businesses like mine. I look forward to using her on a regular basis in the future for consultation!”
~ Jenny Reynolds, Graceful Guidance Care Management
When You Work With Castro & Co. You Can Expect Collaboration, Regular Check-ins, Dead-on Deadlines, and Stellar Results.
Despite what anyone else tells you - You don’t have to adjust the way you do business for your tech. These tools work for you and not the other way around.
With nearly two decades working in technology and marketing, we approach everything we do with this in mind.
You’re a no nonsense business owner with a large team of employees. You don’t have time to micromanage them or the CRMs they’re supposed to be using. You need a trusted CRM expert to add rocket fuel to your CRMs propeling your business into the stratosphere - not just see some “positive indicators.”
If you don’t have an agent to handle the big egos of your CRMs, they’re just a bunch of wanna-be rock stars doing solo shows. Castro & Co. brings these big personalities together to make kick ass music.
FAQs
-
Before the meeting, we send individualized questions to provide a structure of where to begin. The goal is to understand what is working, what isn’t, what you want your sales process to look like and ideas for where your software could be helping.
We ask about employees, their roles, who your clients are and what makes your business unique. We outline priorities and objectives and afterwards provide you with research about different tools to meet your needs.
-
A: We work with whatever software works best for you! We’re constantly learning new tools and updating our knowledge base of technology and software to serve our clients.
A few you may recognize include:
Asana
Zoho
HubSpot
MailChimp
Constant Contact
Calendly
Zoom
Zapier
Microsoft Office Suite
SquareSpace
Google Business Suite
Microsoft Outlook
Wealthbox
Wave
Apricot360
reMarkable tablet
And more!
-
Yes! We love consulting with business owners and analyzing your current systems to help you find the best solutions for your needs.
-
Good Things Come in Threes, Right?
1) Engaged Leaders - Who Understand the Why and the How and are Present Throughout.
2) Employee Buy-In - They’re on the calls, in meetings, giving feedback and asking questions from the jump.
3) An Implementation Plan - No stop, drop and here’s a manual - we offer training throughout and online recordings so you can loop in new hires or refresh recollections of your current employees.
-
Our packages are a starting point. If you have hired us for a package, we can structure a maintenance package for your company to help with updates or optimizations as your business changes and grows.
-
We Focus on Solutions That Work for Your Company and We Can Customize For Your Preferences - Not Ours.
Our Team Has Marketing Mavens & SaaS-y Implementers - We’re not isolated in an IT bubble speaking utter nonsense.
-
Some recent results:
New employee feedback about how easy it is to use SaaS and CRMs from day one given the implementation process that was created before they were hired. Employees feel empowered and empowered employees are able to be more creative, show improvements in customer facing interactions and more likely they’ll be long term employees.
Higher engagement and click through rates of nearly 50% for client emails.
Eliminating long drawn out meetings.
“You’ve been able to capture what was in my head but I had a hard time getting down into a process that our whole team could follow. I know there’s no way we could have done this without hiring you.”
-
SaaS refers to “Software as a Service”, but what does that really mean? Google it and you will find lots of variations of this definition - simply stated, any software that you access through the internet and has web-based storage that links you to the same interface and information regardless of the device you use to log in to the software, you aren’t required to download a file to run these programs.
Examples: Calendly, Google Workspace, Hubspot etc
At Castro & Co, we are fun, bold, smart and sometimes a little “sass-y” when it comes to navigating all the complexities of the SaaS tools our clients use.
If you want to finally realize the real life ROI of your clunky and confusing SaaS tools and stop being stagnant in your sales, schedule a call with Castro & Co. to see how our team of experts can make your CRM and SaaS tools work for Y-O-U.
Why hire a CRM and SaaS Tools consultant with hourly rates when Castro & Co. offers packages that:
-
Everything included in
• Strategy & Plan
• Build & Create
+ 7 months of Maintain & Train
-
• 90 Minute Discovery Session
• Audit of Existing Tools
• 2-5 High Level Strategies with Implementation Steps
-
• Research & Data Review
• CRM Design & Map
• CRM Build & Test
• Database Map/Structure Design
• Data Migration Support (import ready data provided by client)
• Indiv. Forms and Fields, Taskflow Management, Client Templates
• Integration of 3 outside tools
-
• Customized Training & Support
• Ticketing System Management in Asana to Submit Issues, Requests & Changes
• Live Training for All Users
• SOP & Best Practice Guides
• Data Health Monitoring & Software Update Management
• Creating of Individualized Reports & Dashboards
-
• Customized Training & Support
• Ticketing System Management in Asana to Submit Issues, Requests & Changes
• Live Training for All Users
• SOP & Best Practice Guides
• Data Health Monitoring & Software Update Management
• Creating of Individualized Reports & Dashboards
Focused Like a Laser on Customer Experience?
-
Say hello to your freshly designed email sequence! — enhance your customer experience with this guided process & implementation!
• Pick a sequence: WELCOME, TOP-OF-MIND, NURTURE or PROMO
• Includes target market research, training and follow up videos
-
HOW IT WORKS
• You bring one specific tech-related challenge that is keeping you up at night. (This could be your new reMarkable tablet setup, a workflow or report in your CRM that just doesn’t work right, or integrations of apps and software.)
Whatever that challenge is, we will be there arms linked, we will outline, create, and design your solution. Together.
• We outline, create, and design your solution. Together
• Includes discovery, implementation check-ins, up to 3 training videos