Simplify access to the information
that really matters to your team in seconds
with fail-safe templates across your company’s operations
just once – no need for repeat data entry across your many systems
Direct critical actions items automatically across workflows without checking them manually
Are you & your team wasting hours each week on complicated, inefficient processes that have you constantly re-entering data, checking multiple systems manually to see if something is ready to move forward, or putting out fires?
Handle is an updated approach to CRM that shrinks and unifies your processes from start-to-finish by minimizing data entry and automatically integrating data from all your sources (and even passing it on between steps), cutting back on the number of steps your team has to go through in each of your workflows, and fostering long-term, company-wide behavioral change through our unique, 7-step process mapping and CRM implementation process.
For more details, ask us about
The Implementation & Adoption Workbook: 7 Steps to Shrinking Your Sales Process with a CRM, a high-level workbook that we put together to help walk you through our process
We now use Handle to set up automatic alerts and notifications that make sure the right departments know what’s happening and know who needs to give who a callback.”
There are two main factors that make Handle stand out.
Our 4 Part, Proven-To-Work Framework
Though you might not expect it, many common business issues (such as too much time wasted on data entry and paperwork, checking if things are ready to move forward, or putting out fires) are directly related to inefficiencies in your company’s processes.
Put simply, these inefficiencies in your processes come from the decentralization of your data, processes, and people.
That’s why Handle’s 4-part, proven-to-work framework brings all of these things together so you can avoid many of the common business issues you’re experiencing today.
More specifically, the 4-part framework below has allowed Handle to evolve into a tool made specifically for helping organizations shrink and simplify all their processes (and by all, we mean all – leads, deals, inventory, orders, invoices, fund allocation, trucking & service requests, commissions, settlements, follow up, and more).
Centralizing all your data to minimize unnecessary data entry by pulling together and integrating all your data sources.
Ensure all critical steps are met and requirements are clear with no errors are made by streamlining your workflows
Using automation that tells your team what they need to act on when without constantly having to manually check this themselves.
Guaranteeing your leadership and management are aware of fires before they happen through reliable, automatic reporting that keeps them in the loop.
But it’s not just about the Handle CRM and its capabilities itself.
It’s also about our unique, 7-Step CRM Adoption & Implementation Process.
Through these 7 steps, refined over the course of 20+ years working in CRM development and the guiding of thousands of users through successful CRM adoption, we’ll begin by looking at your current processes and workflows to see how you’re doing things today so we can quickly pinpoint problem areas.
Because the truth is that, no matter how you feel about your current processes nor how defined they are, you do have them. Which is why it’s critical to know where you are with them today before moving forward.
Starting here will ultimately allow us to create a prototype and simple setup for your team that makes it easier for them to do their jobs as well as provide leadership with the information they need to coach.
Then, through a combination of tech tools, best practices, and our expertise, we’ll work to shrink the complexity of your many processes until the actual number of steps you take within each are cut back as much as possible.
And rather than sticking to the traditional “training model” of sitting your team down in a room for an entire, information-overload-day to teach them the new tool, following our process helps you learn the system in the most efficient way possible – in other words, by working through it with you, building it out for you, and teaching you by your specific examples as we go.