Lead management and CRM by Social Influence sets up the systems Montreal businesses need to capture, track, nurture and close leads without anything falling through the cracks. We select or configure the right CRM for your business and build the workflows that make your sales process consistent.
These case studies show the work carried out for named clients.
Leads that never get a follow-up
Requests come in by email, phone and web forms, then slip through before anyone circles back. Every lead that goes unanswered is a sale that ends up with a competitor who called back first.
No visibility into your pipeline
There is no way to see where each prospect stands in your sales process. Your team works from memory instead of real data.
Manual follow-up that drains your team
Your team spends hours sending follow-ups by hand instead of selling. Repetitive tasks eat into the time your team could spend closing deals.
Data scattered across tools
Customer information sits in separate tools with no single view and no central record of what was said to each prospect.
The levers below describe the work included in this offer.
We start with your current process, then choose or configure a CRM that fits your team and industry instead of forcing a generic template. If you already have one in place, we optimize it rather than starting over.
Every form on your site, and any landing pages tied to your campaigns, feeds directly into the CRM the moment a prospect submits it. No lead sits in an inbox waiting to be copied over by hand.
We map your pipeline to stages that match how your team actually sells, from new lead to closed client, so everyone can see at a glance where each prospect stands and what happens next.
Delivery follows the steps described below.
We review your current sales process, your intake channels and where leads are falling through, to pinpoint exactly what is costing you conversions.
We install and configure the CRM around your industry: pipeline stages, custom fields, lead scoring and integrations with your forms, your phone system and your ad campaigns.
We turn on the follow-up sequences and dashboards, then adjust scoring and sequences every month based on what the data shows.
A CRM configured around your real pipeline, your sales stages and your fields, changes how your team actually tracks prospects day to day.
Book a callThese case studies present published work for named clients.
The figures on these covers are each business’s own result, in its market and at that time, as reported by our clients. It is not a performance promise: yours will be different.
The answers below clarify the service scope and delivery.
We work with HubSpot, Pipedrive, Zoho and others. If you already have a CRM in place, we can optimize it. If you are starting fresh, we recommend the best fit based on your team size and sales process.
Low adoption is the most common CRM problem. We address it through simpler workflows, better automation so manual entry is minimized and a brief training session so your team understands what the system does for them.
We connect your CRM to your lead sources, whether that is Google Ads, Meta ads, your website forms or SEO traffic. Every lead is tagged by origin, so you can see exactly which channel is producing closable business.
CRM setup is available as a one-time project or an ongoing service. Initial setup is a project with a defined scope. Ongoing CRM management, reporting and workflow optimization is available as a retainer for teams that want continued support.
Book a free 20-minute discovery call, or call us directly. We answer within 24 hours.
20 minutes, no obligation, and we'll tell you if it's not a fit.
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