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CRM Custom Field Setup

Why setup & configuration of your custom fields in your CRM is one of the most important steps when adding a CRM to your tech stack. When starting a custom integration project, most are not aware that a cloud database developer is one of your most important hires or consultants you can have on your [...]

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What are the top 3 enterprise-level CRM vendors?

A CRM system is now at the core of every growing business to create a great customer experience for health club members and prospective members. CRM’s organize customer and prospect data and also serve to manage customer relationships & communication. In 2018, we found CRM usage increased from 56% to 74%.* Are you currently using [...]

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VP of Sales for Gym or Health Club – Top CRM Requests

Here are the top 5 greatest pain points for VP of Sales & Sales Directors at Gyms & Health Clubs that are solved by a CRM System 1. Lead Management From handling incoming leads from various sources to managing prospecting activity and finally closing, a CRM system allows for tracking at all stages. Implementing a [...]

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General Overview for Setup – Salesforce & HubSpot

CRM Portal Setup When you first get a portal or account setup for either HubSpot or Salesforce, upon login it looks rather…bare ? (see the shocking results below!) Tada! (…WTH do I do with this?)   Even though it looks pretty empty, not to worry, it is part of the process. There is a lot [...]

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Top 5 Common Mistakes – All Solved by a CRM System

Gym & Fitness Club Process Issues solved with a CRM system:  Reliance on excel spreadsheets to track & handle leads. This could include a shared local document or internal file share system. Time-intensive, repetitive manual steps & data entry. Time = $$$!  Heavy reliance on email collaboration between sales team & other departments vs. a [...]

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Health Club Data = Your Most Valuable Asset

Have you ever built a house from scratch? Upon choosing the land, you wouldn’t ask your general contractor to pull up the dump truck with cement and start pouring for a foundation. The next step after land selection is to create a blueprint or a set of plans. This becomes your guide before laying your [...]

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