Working Together.
ClearSMBCRM
When it comes to Customer Relationship Management solutions, many Small-Medium Businesses aren't sure where to start. Consultants often come from larger corporate and enterprise environments. The results are often over-complicated, unfriendly, and worst of all, expensive. Clear SMB CRM provides small businesses with all the tailored tools, guidance, and support you need to succeed. Every solution is customized specifically for each client's unique goals. I can save you time and money. As both a top-performing salesperson in a variety of sales environments and having also worked directly for CRM companies - my double-combination of skills offers perspective, usable insight, and sensible, low-maintenance solutions that help you get the most out of your CRM investment.
Hope to work with you soon!
Organize, Prioritize, Populate
Set-Up
Format, Dashboards, Reports
Customize
Sales Operations & Training
Implement
A Comprehensive Approach
Tweak & Refine
Testimonials
Some satisfied clients...
"Todd guided me through every step of the process and got Market Fresh Fruit on track in no time. He listened to my requests and always executed as promised. As a result, my new dashboard and custom reports help me gain deep insight about my customers every week and pivot marketing campaigns accordingly.”
Tom O'Conner, President, Market Fresh Fruit, LLC
“As an Executive Leadership Development Coach with layers of executive-level clients (corporate and vertical teams, as well as individuals), organization is key to target the right information to various types of clients. It was refreshing to combine Todd's no-nonsense sales operations insight with my strong business marketing/ advertising foundation. From the initial consultation through its conclusion, I received impeccable service and attention. So happy!”
Heidi Kraft, President, Kraft Your Success
“Thank you, Todd & ClearSMBCRM! I run two businesses as a yoga instructor and personal development Coach. I also write for multiple wellness blogs. At first I wasn't sure how to organize the many facets of my business but Todd streamlined them all. As a result, it pushed me to consider how to structure and grow multiple revenue streams and move them all forward simultaneously. I couldn’t have done it without him!”
Catherine la'O, Owner, Liminal Space
“I've outsourced the CRM portion of four clients' projects to Todd (tech start-up, boutique caterer, fashion designer, and holistic health provider). Every client has been surprised with the ease of set-up, launch, and follow-through. I'll definitely keep using ClearSMB!”
LM Stevens, Principal, Strategy & Sales Consultancy
Bio
My job is to guide SMBs on the ins and outs of the path to successful CRM: from tackling hard decisions to reaching important milestones. For 20 years, I've mastered a variety of sales environments and enjoyed the great fortune of working with many different types of clients, especially small businesses. I know how to tailor what works in big companies and scrap what doesn't, which insures we stay on schedule, on-budget, and implement a solution you'll actually look forward to using.
Contact me today for a free consultation! Thank you.