ouzart.Technology Partner
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The problem

Customers in three places. Leads dying in your inbox.

Only 14.3% of Canadian small businesses use a CRM (StatsCan, 2023). If you're tracking customers in spreadsheets and losing leads in your inbox, let's fix that.

Spreadsheet
Customers128 rows
Sarah ThompsonLead6 days agoNo follow-up
R. OkafortodayQuoted
J. Bianchi2 days agoWon
Dana WhitfieldLead9 days agoNo follow-up
M. AlvarezyesterdayQuoted
T. Nguyen3 days agoLost
K. PateltodayNew
L. Romano5 days agoQuoted
Sarah ThompsonLead6 days agoNo follow-up
R. OkafortodayQuoted
J. Bianchi2 days agoWon
Dana WhitfieldLead9 days agoNo follow-up
M. AlvarezyesterdayQuoted
T. Nguyen3 days agoLost
K. PateltodayNew
L. Romano5 days agoQuoted
Inbox47 unread
Sarah ThompsonNew leadRe: kitchen quote, ready to book?9:41
NewsletterYour weekly digest is here9:38
Mike (supplier)Invoice #2231 attached9:30
LinkedInYou have 4 new notifications9:12
Dana WhitfieldNew leadCan you send a quote this week?8:55
CalendarReminder: site visit at 2pm8:40
no-replyYour receipt from Staples8:22
Promotions48-hour sale, ends tonight8:05
Sarah ThompsonNew leadRe: kitchen quote, ready to book?9:41
NewsletterYour weekly digest is here9:38
Mike (supplier)Invoice #2231 attached9:30
LinkedInYou have 4 new notifications9:12
Dana WhitfieldNew leadCan you send a quote this week?8:55
CalendarReminder: site visit at 2pm8:40
no-replyYour receipt from Staples8:22
Promotions48-hour sale, ends tonight8:05
Messages12 chats
Sarah T.LeadStill want that quote? :)2d
Momcall me when you're free1d
Plumber Joerunning 20 min late3h
Dana W.Leaddid you get my email?4d
BankYour code is 44711d
UnknownLeadIs this still available?5d
Soccer groupwho's bringing snacks2d
Sarah T.LeadStill want that quote? :)2d
Momcall me when you're free1d
Plumber Joerunning 20 min late3h
Dana W.Leaddid you get my email?4d
BankYour code is 44711d
UnknownLeadIs this still available?5d
Soccer groupwho's bringing snacks2d

A new lead arrives, then the inbox buries it.

Definition

A CRM rollout is the work of picking a CRM, configuring it, migrating customer data, and getting the team to actually use it day to day. Only 14.3% of Canadian small businesses use a CRM (StatsCan, 2023), and most of the rest stall at adoption rather than at installation.

Sound familiar
  • Customer info is scattered across spreadsheets and inboxes
  • I don't know which leads are hot and which went cold
  • We keep losing track of follow-ups
  • Every salesperson has their own system
  • I can't tell you our conversion rate
  • New hires take months to get up to speed
How I fix this

Picking the CRM is the easy part.

Picking the CRM is the easy part. The rollout, the adoption push, the integrations with everything else you already pay for, and the part where someone has to actually own it after launch, that's where these projects die. It starts as a scoped project: selection, integrations, data migration, and the adoption push, priced before anything starts. Keep me on after for backup when adoption stalls in week six, only if you want to. Scoped to your situation and quoted after a free Tech Health Check. See common projects.

Technology Partner

A scoped CRM rollout that gets adopted, with backup if you want it. Scoped to your situation and quoted after a free Tech Health Check. See common projects.

See how Technology Partner works
Start here

Find out, or
Talk it through.

An hour with me, across the five stages of your business. You get a written report within 24 hours with what to fix first. Or scan it yourself first in 13 minutes if that's faster.

What to expect
01An hour together, across the five stages of how your business runs
02A written report within 24 hours, with what to fix first
03Or scan yourself first in 13 minutes, same five stages