Scalable CRM Consulting & Support
Think Forward.
Think Big.
We specialize in growth.
Caret Growth Strategies supports and implements fully scalable, industry-leading CRM platforms that push your business to the limit of its potential. We customize feature-rich, easy-to-use solutions based on your company’s specific workflow, size, and strategy.
Development You Can Trust
Mike was a featured speaker at a recent Zoho Developer Hangout discussing the best practices and techniques to handle errors in Deluge code (Zoho’s proprietary programming language). You can find the slides to Fail Gracefully: Exception Handling In Deluge below.
CRM Fits Every Business
Whether you have 1 employee or 1,000, replace your costly suite of independent applications with a fully integrated platform capable of scaling as fast as you can.
Today’s apps are intuitively designed. If you know how to use the internet, you can use CRM. With a variety of modular options available, Caret Growth Strategies can implement an effective solution that fits both your budget and your needs.
Can I Really Change Accounting Systems?
Many of our clients, even those already using Zoho to run their sales and operations, are reluctant to leave overpriced applications like NetSuite or Quickbooks. Changing accounting systems seems unnecessarily risky, even considering the savings.
But changing accounting systems doesn’t have to be a nightmare. Whether you’re looking to start fresh in a new fiscal year or need to retain historical data, Caret Growth can help.
Technology Solutions for Business.
Accounting Migrations.
Your accounting system is the backbone of your business. Because of that dependency, most off-the-shelf accounting platforms know they can charge a premium. Ten years ago, changing your company’s system of record might’ve been daunting, but with today’s integrated applications, moving to a more affordable solution is not any more difficult than moving house. It just takes a little preparation.
Customized External Portals.
A portal is an outward-facing app, such as a website, that collects or delivers information from leads, customers, or field reps. Portals can be crucial to any nimble organization’s speed and efficiency. Many customers prefer to fill out a form on their own rather than wait in a queue, and their responses can be used to automatically trigger activities such as automated invoicing or sales calls.
Sales Process Management.
CRM is vital to the execution of any sales strategy. Not only will a good system record sales goals for your entire organization, including individual targets by customer or sales rep, it will track real-time progress across a number of dimensions, allowing you to evaluate strategies, motivate staff, and iterate enhancements to stay one step ahead of the competition.
Advanced Operational Metrics.
Key performance indicators (or KPIs) are operational measures of your organization’s output. Often gathered on a dashboard or other easy-to-digest report, they are mission-critical to any successful enterprise. A good CRM system provides immediate and actionable intelligence while also allowing your measures of success to change as you do.
Marketing Automation.
Keeping clients and prospective customers aware of your brand requires ongoing contact. Marketing automation manages your messaging across channels, including multi-functional campaigns such as email, text, and social, and it does so completely automatically, aligning your sales and marketing teams for increased revenue and maximum efficiency.
Third-Party API Integrations.
Although fully integrated CRM platforms are available, it isn’t always possible to bring every business function under the same suite at the same time. Clients and suppliers also maintain their own applications, which is why it’s necessary for your CRM to communicate through an application programming interface (or API), which allows two software platforms to share data securely.
Just Ask Our Customers.
Beth S.
Owner
“Caret Growth Strategies has had a transformative impact on our organization. Over the last year and a half, they helped us get the most out of Zoho and implement a technology strategy that simplified our processes.”
Kristina P.
Director of Development
“Working with Caret Growth has been a breeze! With our new CRM, we are now able to manage our data confidently, ultimately saving our staff time and allowing us more opportunities to focus on the work that supports our mission.”
Brad L.
Owner
“We migrated from SOS Inventory to Zoho Inventory seamlessly, and Caret has since helped us automate many time-consuming tasks. Their expertise has kept my operations running smoothly and I can't wait to see what they have in store to help my organization grow in the future.”
Let’s get to work!
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Contact
info@caretgrowth.com
984-214-GROW (4769)