Many of our customers currently use a spreadsheet for their customer database – they haven’t taken the plunge to transfer all their contact data into a CRM (Customer Relationship Manager) platform yet. But doing so repurposes and repositions all that data to be a selling and business development machine, where you can set up your business so clients come to you (inbound marketing)
Trellis is a Hubspot Inbound Marketing partner – that means we can set up and run your CRM using the popular and robust Hubspot software platform. We can set up a sales funnel that automatically populates it, and creates a mailing list that follows best practices and turns contacts into leads, and leads into sales.
Trellis can help you automate your workflows and add services like chat bots and new channels to your existing systems. We can assist with events and supporting your sales people.