Maximize Your CRM Investment with Lloyd Solves
Tailored monthly retainer services for HubSpot and Salesforce users
Unlock the potential of your CRM tools with Lloyd Solves' tailored monthly retainer services. Designed for businesses leveraging CRM platforms like HubSpot and Salesforce, our services ensure that your technology investment drives your business forward, optimizing customer relations and sales processes efficiently.
Choose the Right Plan for Your Business
Flexible retainer packages to suit every business need
Bronze | Silver | Gold | Platinum |
Ideal for: Small businesses or startups needing basic CRM maintenance and minor adjustments | Ideal for: Growing businesses requiring enhanced CRM strategies and integrations | Ideal for: Established businesses needing comprehensive CRM support and strategic guidance | Ideal for: Large enterprises with complex CRM needs requiring continuous development and strategic oversight |
Services Include: Basic CRM support, optimizing existing features, minimal custom work | Services Include: Moderate customization, integration with other business systems, strategic CRM consulting | Services Include: Extensive CRM customizations, workflow automation, regular performance optimization | Services Include: Full-scale CRM management, bespoke CRM solutions, complex integrations, high-level strategic planning |
Hours: 2 per week / 8 per month | Hours: 5 per week / 20 per month | Hours: 10 per week / 40 per month | Hours: 40 per week / 160 per month |
Roles Involved: CRM Specialist, Inbound Consultant/Project Manager | Roles Involved: Technical Consultant, CRM Specialist, Inbound Consultant/Project Manager | Roles Involved: Technical Consultant, CRM Specialist, Inbound Consultant/Project Manager | Roles Involved: Technical Consultant, CRM Specialist, Inbound Consultant/Project Manager |
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Custom Solutions for Unique Challenges
Tailored strategies to optimize your CRM and drive business growth
Our services are not one-size-fits-all. We recognize the unique challenges your business faces and offer customized strategies and solutions, including:
- Personalized consulting to align CRM usage with business goals
- Development and optimization of CRM assets tailored to your needs
How We Deliver Our Services
Comprehensive support through personalized and dedicated approaches
- Personalized Video Meetings: Direct engagement with our experts to craft and refine your CRM strategy.
- Direct Email Support: Continuous support for immediate queries.
- Dedicated Offline Work: Our team works on analysis, strategy, and CRM asset creation, ensuring your CRM system is perfectly tailored to your business needs.
Why Partner with Lloyd Solves?
Expert advice and strategic planning to transform your CRM
By partnering with Lloyd Solves, you gain access to expert advice, strategic planning, and custom CRM solutions designed to streamline operations, enhance customer engagement, and drive business growth. We offer more than just consulting; we deliver actionable strategies and solutions that translate into tangible business results.
Success Stories
See how we've helped businesses like yours
The Home Office.store
- Pain Points: Shopify integration with HubSpot, social media content creation and management, technical assistance with supplier integration
- Solutions: Implemented CRM strategy for e-commerce, integrated necessary tools, provided first-hand experience
Team SI
- Pain Points: Magento and SAP integrations with HubSpot, utilization of HubSpot's marketing tools, finding useful third-party integrations
- Solutions: Implemented CRM strategy for e-commerce, integrated necessary tools, provided first-hand experience.
Tagboard
- Pain Points: Building on sales hub tools, enhancement of marketing hub onboarding and experience, custom WordPress integration
- Solutions: Continued support through retainer, identified fixes and improvements, provided custom solutions
Sentinel Med Tech
- Pain Points: Training for sales reps, website analytics, data cleanup
- Solutions: Ongoing training model, fixed website tracking setup, audited and cleaned up data
Ringy
- Pain Points: Training for marketing operations manager, custom integration with their platform's database, integrating Aircall
- Solutions: Trained staff, planned and mapped custom integrations, developed scripts and plans for service team.