Kaeru Automation Advantage

Kaeru Automation Advantage seamlessly integrates with your existing CRM, allowing you to maintain your current software while automating and enhancing your processes. Ideal for those who are comfortable with their current CRM software but ready to boost efficiency through automation, this package offers streamlined data entry, optimized sales workflows, and real-time lead tracking, ensuring you never miss an opportunity and can make informed decisions quickly.

Automating Data Entries from Webform Submissions

Streamline your lead intake process with our automated data entry solutions. By integrating data collected from your web forms directly into your software platforms, we eliminate the need for manual entries, reducing human error and ensuring complete lead capture for follow-ups and targeted marketing initiatives.

 

Benefits:

Efficiency: Save time and reduce manual data entry tasks.

Accuracy: Minimize human errors and ensure data consistency.

Comprehensive Lead Capture: Ensure no lead is missed for follow-up.

Sales Process Analysis and Mapping

We begin by analyzing your existing sales process to understand its structure and operations. Based on this analysis, we create a detailed flowchart and a step-by-step guide, documenting each stage of your sales journey. This process map helps you effectively communicate the refined process to your team, ensuring uniformity in every client’s journey through your sales pipeline.

 

Benefits:

Clarity: Visualize your sales process with a clear flowchart.

Consistency: Ensure all team members follow the same steps.

Improved Communication: Easily convey the sales process to your team.

CRM System Enhancement

Utilizing the established sales process map, we enhance your CRM system by incorporating pipelines and workflows to organize and refine the sales sequence. This integration includes workflow automations for consistent client follow-ups and systematic tagging for future filtering and reporting. Automatic task delegation ensures a seamless and efficient sales process, helping your team maintain momentum and ensure no client is overlooked.

 

Benefits:

Organized Workflow: Streamline your sales process with structured pipelines.

Automated Follow-ups: Ensure consistent client engagement.

Time-Saving: Delegate tasks automatically to conserve time.

Lead Tracking and Reporting- (In Development)

We develop a dynamic lead tracking report in the form of a spreadsheet, cataloging total leads, their origins, and their statuses—won or lost. This report is dynamically linked to your upgraded CRM system, providing real-time data access. Quickly evaluate your closure rates and the effectiveness of your marketing strategies with immediate access to critical lead information.

 

Benefits:

Real-Time Data: Access up-to-date lead information instantly.

Performance Evaluation: Easily track and analyze lead statuses and origins.

Informed Decisions: Make data-driven decisions to improve marketing strategies.

Kaeru Automation Advantage Pricing

One Time Onboarding: $2995

Billed Quarterly

Billed Yearly

  • Kaeru Automation
    Advantage

    • Existing CRM Integrations
    • Automated Webform Data Entry 24 Hours of Kaeru Coaching/Consulting per quarter based on Road Map each Quarter.
    • -- PLUS --
    • Sales Process Playbook and Mapping Unlimited Zaps and Unlimited Tasks- Needed to connect softwares to provide full automation capabilities.
    • Automated CRM Workflows Up to 5 Hosted Custom Digital Forms.
    • Automated Follow-ups and task delegation Up to 5 Hosted Custom Digital Forms.
    • Real Time Lead Tracking (In Development) Up to 5 Hosted Custom Digital Forms.
    • Foundation to build on Process Automations Up to 5 Hosted Custom Digital Forms.

    $295 per month 

  • Kaeru Automation
    Advantage

    • Existing CRM Integrations
    • Automated Webform Data Entry 24 Hours of Kaeru Coaching/Consulting per quarter based on Road Map each Quarter.
    • -- PLUS --
    • Sales Process Playbook and Mapping Unlimited Zaps and Unlimited Tasks- Needed to connect softwares to provide full automation capabilities.
    • Automated CRM Workflows Up to 5 Hosted Custom Digital Forms.
    • Automated Follow-ups and task delegation Up to 5 Hosted Custom Digital Forms.
    • Real Time Lead Tracking (In Development) Up to 5 Hosted Custom Digital Forms.
    • Foundation to build on Process Automations Up to 5 Hosted Custom Digital Forms.

    $236 per month 

Frequently Asked Questions (FAQs)

 
What is Kaeru Automation Advantage?

Kaeru Automation Advantage is a comprehensive package that integrates with your existing CRM to automate data entry, streamline sales processes, enhance workflows, and provide real-time lead tracking and reporting. You must currently utilize an existing CRM such as LACRM, Pipedrive, Keap, Monday, etc.

 
Do I need to switch my current CRM software to use Kaeru Automation Advantage?

No, Kaeru Automation Advantage seamlessly integrates with your existing CRM, so there’s no need to change your current software. (Some CRMs may not be compatible; we will determine compatibility prior to moving forward.)

 
How does the automated data entry from webform submissions work?

Our system automatically captures data from your web forms and integrates it into your CRM, reducing manual entry errors and ensuring complete lead capture.

 
What benefits does the sales process analysis and mapping provide?

We analyze your existing sales process to create a detailed flowchart and step-by-step guide, helping you visualize and communicate the refined process to your team for improved consistency and efficiency.

 
How does KaeruCX enhance my CRM?

We enhance your CRM by incorporating organized pipelines, automated workflows for client follow-ups, and task delegation, ensuring a seamless and efficient sales process.

 
What is the dynamic lead tracking and reporting feature?

We provide a lead tracking report that catalogs total leads, their origins, and their statuses. This report is dynamically linked to your CRM, providing real-time data access for swift evaluation of closure rates and marketing strategies.

 
How does this help improve efficiency?

By automating repetitive tasks, organizing sales processes, and providing real-time data, Kaeru Automation Advantage helps your team save time, reduce errors, and focus on closing leads and improving marketing strategies.

 
Can Kaeru Automation Advantage be customized to fit my sales process?

Yes, we tailor the integration and automation processes to fit the specific needs and structure of your sales process, ensuring optimal performance and results.

 
What kind of support is available for implementing Kaeru Automation Advantage?

We offer comprehensive support during the implementation process, including analysis of your current sales process, integration with your CRM, and training for your team to ensure a smooth transition. After implementation, we continuously monitor the back-end integrations, updating and making changes as needed.

 
What’s next after our flows are clicking like clockwork?

With Kaeru Automation Advantage, you have created a foundation to continue building your process automations. The possibilities are endless, but let’s get the foundation built first.

 

How can I get started with Kaeru Automation Advantage?

Contact us for a consultation, and we’ll analyze your current sales process and CRM setup to design a customized plan that meets your business needs.