CRM to Sales

CRM to sales is a new program from Karvel Digital that allows you to turn over your management of your Active Campaign CRM to our team of Certified Automation Service Providers™ 

Most business owners are paying for a CRM, but they don't really have a CRM. They have a software closet that's a piled-up mess of contacts and too many lists, tags, custom fields, and little to no organization from all the freelancers you may have hired in the past who have all different systems. 

Most importantly, there's no automation that really leads your new subscribers on a journey to a point where they are ready to buy from you. 

With this service, we help you do the top 3 things that help you save time and increase revenue in your business: 

  • Segmenting your contacts so you can create hyper-relevant content that increases conversions. 
  • Subscriber tracking. We help you capture and store information about your subscribers so that you can take action on it automatically, whether that is to send them an automated email sequence or notify someone on your team to follow up personally. 
  • We help you build a new automation each month so you continue to build amazing subscriber and customer experiences.

According to HubSpot, the most effective strategies for email marketing campaigns are subscriber segmentation, message personalization, and email automation campaigns. In other words, everything that I just described. 

You also have the option of having us manage key data integrations to keep information flowing and allow you to see the data you need to make key decisions.  

You don't have time to get a degree in marketing technology from YouTube university, you need to be staying in your zone of genius, focusing on sales focusing on leading your team focusing on serving your clients. 

When we manage your CRM, you'll be able to do the following with ease: 

  • Create a marketing and sales engine that welcomes and follows up with 100% of your subscribers 100% of the time. 
  • * Consistently send your weekly or monthly newsletters
  • Send personalized promotions to dynamic segments of your list
  • Add basic foundation automations to your marketing each month
  • Set up automated list cleaning to maintain high delivery rates
  • Stop stressing about your technology and let your technology work FOR you

If you’re ready to get started, click here to apply for your marketing audit. 

We’ll review your account against 13+ best practices and review our findings and recommendations during a 90-minute consult. 

90-days from now, you could have a complete marketing engine that turns your leads into clients. But only if you take action. 

Click here to apply. 


6 Modules

Start Here

Welcome!

This section has everything you need to get started working with us. If you have a question that is not answered here, just send us an email at info@karveldigital.com

During our work together we will likely need access to the software tools you use in your business so that we can integrate them with your CRM and automate marketing, sales and onboarding processes. 

Here's a list of typical things we need to access: 

  • Active Campaign
  • WordPress or other website
  • Zapier account
  • Learning Management site such as MemberVault 
  • Community software such as Circle or Mighty Networks
  • Airtable

Give a Team Member Access to this Resource Vault

Use this form to add team members to this CRM to Sales resource. 

Modules for this product 6
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