Project Overview

Project Name: Comprehensive CRM Automation for NexTen Partners

Client: NexTen Partners

Duration: 2 Weeks

Tools Used: Make.com, Closed CRM, Dux-Soup

Project Objectives:

NexTen Partners is a dynamic firm specializing in acquiring and revitalizing small businesses for increased profitability. The objective of this project was to design and implement a ground-floor CRM automation to streamline and optimize their engagement with potential acquisition targets and business prospects.

Key Responsibilities:

• Selection of the appropriate CRM platform (Closed CRM) suitable for NexTen Partners' needs.
• Integration of the CRM using make.com to create a seamless, multi-touchpoint outreach automation.
• Development of a structured, 14-touchpoint outreach strategy to increase engagement and conversion rates.

Implementation:

• Selection of Closed CRM: Selected Closed CRM for its robust features and compatibility with make.com for seamless automation.
• Integration Using Make.com: Utilized make.com for integration, linking various channels of outreach and ensuring smooth automation across touchpoints.
• Automation Flow Design: Carefully designed the automation flow to manage and time the 14 touchpoints efficiently, ensuring timely follow-ups and consistent communication.
• Testing and Optimization: Conducted thorough testing of the automated flow to identify and resolve any kinks, ensuring flawless performance.
• Maintenance: Provided ongoing maintenance to ensure the automation runs smoothly and updates based on any changes in outreach strategy.

Conclusion:

The successful implementation of the 14-touchpoint CRM automation for NexTen Partners showcased the power of integration and automation in enhancing client engagement. By carefully selecting and integrating Closed CRM with make.com, we delivered an efficient and effective outreach strategy that paved the way for improved client relationships and business growth.