AGENCY OPPORTUNITIES – CRM Solutions
CRM & Marketing Automation System Integration
Strategic Market Solutions LLC, offers turnkey CRM solutions with the world’s best and most versatile CRM, Bitrix24. As a Bitrix24 certified partner, we are able to offer, customize, setup, and host this affordable but jam-packed CRM that has client management, customer support, sales tools, communications, and comprehensive marketing automation features. It is a cloud application for use on both desktop and mobile devices.
We understand the various challenges of running a business in 2020 and have the capacity to provide real world business solutions.
Earn Additional Revenue From Your
Existing Account Base
Existing Account Base- Strengthen your relationships with deeper business integration
- Integrate your current suite of services
- Embed your agency as a critical business services provider
Be Seen as a Technology Provider
Strategically Broaden Your Reach
- Expand your customer base
- Open up new markets
- Rely on a solid partner
- Provide custom solutions as needed
| Cloud CRM & Marketing Automation Suite | ||||
| Standard | Advanced | Professional | Enterprise | |
| GENERAL | ||||
| No. Of Seats | Up to 9 | 10-24 | 25-50 | 51+ |
| User Setup | x | x | x | x |
| User Email Setup | x | x | x | x |
| Users with Unique Logins & Tracked System Actions User creation and e-vite generation Email integration to send emails in the system synced to Outlook or Google Email accounts |
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| No. of Contacts | 10,000 | 30,000 | Unlimited | Unlimited |
| Contact Setup (Fields & Import) | x | x | x | x |
| Quantity of Contacts that can be stored Custom Fields Included |
||||
| Hierarchy/Permissions | 3 Groups | 10 Groups | 20 Groups | Unlimited |
| Group & User Access setup | x | x | x | x |
| Individual and Group access rules | ||||
| Sales | ||||
| Sales Pipelines | 3 | 10 | 20 | Unlimited |
| Pipeline Setup | 1 | 4 | 7 | 10 |
| Sales Channels and Process Flow | ||||
| Pipeline Automations | 10 | 25 | 100 | Unlimited |
| Pipeline Automation Setup | 5 | 10 | 20 | 50 |
| Automated actions based on pipeline/process flows | ||||
| Chat & Bots; Unique Instances | 1 | 3 | 5 | 20 |
| Chat/Bot Setup | x | x | x | x |
| Website Chat or Bots with unique messaging and operator heirarchy | ||||
| Product Tracking | 500 | 1000 | 2500 | Unlimited |
| Product Setup Setup | n/a | 50 | 100 | 250 |
| No of unique skus that can be setup and tracked within the CRM | ||||
| Invoicing | x | x | x | x |
| Unique Invoice Setup | 1 | 3 | 3 | 3 |
| Create Invoices from sales deals and opportunities | ||||
| Sfdc: Data Transfer | x | x | x | x |
| Leads, Contact, Companies, & Opportunities. Notes Transferred from Professional & Enterprise Vers. | ||||
| Marketing | ||||
| Marketing Automations | 2 | 10 | 50 | Unlimited |
| Marketing Automation Setup | 1 | 4 | 7 | 10 |
| Automated actions based on actions of contacts | ||||
| Email Marketing | 10,000/Mth | 100,000/Mth | 200,000/Mth | 500,000/Mth |
| Email Marketing Training | x | x | x | x |
| External Email Marketing Integration | n/a | x | x | x |
| Qty of Mass Monthly emails that may be sent using the CRM’s host email server Training on use of the internal email marketing module Integration to Mailchimp or Constant Contact |
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| Contact Tracking* | 5,000 | 10,000 | 25,000 | Unlimited |
| Website Tracking Setup | x | x | x | x |
| Website page tracking of identified contacts based on submitted forms & marketing email clicks Module and page code installation for contact tracking. |
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| Email Read Tracking | x | x | x | x |
| Will indicate when emails sent within the CRM were read . | ||||
| Campaign Management & Tracking | x | x | x | x |
| Incoming lead tracking | ||||
| Tasks Module | ||||
| * Requires wordpress website with scalable cloud hosting. Server access required for setup | ||||
| Task Creation/Tracking | 500 | 1,000 | Unlimited | Unlimited |
| Create and track individual tasks within the company heirarchy. | ||||
| Task Workgroups | 1 | 4 | 10 | 100 |
| Workgroups/Repititive Task Setup | n/a | 2 | 4 | 6 |
| Create and track recurring departmental tasks Setup repitive tasks within departments |
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| Workgroup Automations | 10 | 25 | 100 | Unlimited |
| Workgroup Automation Setup | n/a | 5 | 10 | 20 |
| Automate actions and notifications within departmental workgroups Setup automated notifications and actions within departmental workgroups. |
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| Business & Reporting | ||||
| Telephony* | 10 | 25 | 100 | Unlimited |
| Telelphoney Line Setup | n/a | 2 | 4 | 5 |
| VOIP Inetgarted calling. Additional Charges apply for VOIP Service | ||||
| HR Module | x | x | x | x |
| Employee time tracking | ||||
| Custom Forms | n/a | 2 | 4 | 8 |
| Custom Form Setup | n/a | 2 | 4 | 8 |
| Creation of custom internal or customer facing forms. RFQ, Requisitions, Service, etc. | ||||
| Standard Reporting | X | X | X | X |
| Sales funnels, forecasting, lead reports, product reports, and activcity tracking | ||||
| Customized Reports | X | X | X | X |
| Custom Report Setup | n/a | 2 Hrs | 4 Hrs | 6 Hrs |
| Customize report outputs as required | ||||
| E-Signature | n/a | n/a | X | X |
| Esignature for Proposal Acceptance | ||||
| Support | ||||
| Service Hours (Help Desk & Customization) | 12/yr | 30/yr | 60/yr | 80/yr |
| Dedicated Support Concierge | n/a | x | x | x |
| Service hours for system setup & training. Per contract yr w/ unused time transferred to the next yr. The development services project manager will guide all ongoing service and customization. |
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| Pricing & Terms | ||||
| Setup Cost | $6,000 | $12,000 | $18,000 | $25,000 |
| Recurring Costs | $800/mth | $1,200/mth | $2,000/mth | $2,950/mth |
| 30 Days Required for Setup Recurring Costs start upon setup completeion; 30 days after contract execution |
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| Billing | Quarterly | Quarterly | Quarterly | Quarterly |
| Minimum Term | 1 Yr | 1 Yr | 2 Yrs | 2 Yrs |
| Additional Service Time | $2,000/20 hrs | $1,800/20 hrs | $1,700/20 hrs | $1,600/20 hrs |
| Service hours are offered in blocks of 20 hours | ||||
Optional Marketing Service Modules
| Marketing Services Implementation | Standard | Advanced | Professional |
| Marketing Professional | 10 hrs/mth | 25 hrs/mth | 40 hrs/mth |
| Campaign management, copywriting, list compilation, and lead scoring | |||
| Pricing & Terms | |||
| Recurring Costs | $900/mth | $2,100/mth | $3,250/mth |
| Website Design & Management | Silver | Gold | Platinum |
| New WebSite Design & Management | Standard | w/Catalog | Catalog + SEO |
| Details at https://totalwebpartners.com/totalweb-partners-website-design-build/ | |||
| Pricing & Terms | |||
| Recurring Costs Start At | $375/mth | $550/mth | $950/mth |
| SEO (Search Engine Optimization) | Silver | Gold | Platinum |
| SEO, SM & Web Content Services | 10 hrs/mth | 25 hrs/mth | 40 hrs/mth |
| Details at https://totalwebpartners.com/totalweb-partners-seo-search-engine-optimization/ | |||
| Pricing & Terms | |||
| Recurring Costs Start At | $750/mth | $1000/mth | $1400/mth |
| Cloud CRM Suite | ||||
| Standard | Advanced | Professional | Enterprise | |
| GENERAL | ||||
| No. Of Seats | Up to 9 | 10-24 | 25-50 | 51+ |
| User Setup | x | x | x | x |
| User Email Setup | x | x | x | x |
| Users with Unique Logins & Tracked System Actions User creation and e-vite generation Email integration to send emails in the system synced to Outlook or Google Email accounts |
||||
| No. of Contacts | 10,000 | 30,000 | Unlimited | Unlimited |
| Contact Setup (Fields & Import) | x | x | x | x |
| Quantity of Contacts that can be stored Custom Fields Included |
||||
| Hierarchy/Permissions | 3 Groups | 10 Groups | 20 Groups | Unlimited |
| Group & User Access setup | x | x | x | x |
| Individual and Group access rules | ||||
| Sales | ||||
| Sales Pipelines | 3 | 10 | 20 | Unlimited |
| Pipeline Setup | 1 | 4 | 7 | 10 |
| Sales Channels and Process Flow | ||||
| Pipeline Automations | 10 | 25 | 100 | Unlimited |
| Pipeline Automation Setup | 5 | 10 | 20 | 50 |
| Automated actions based on pipeline/process flows | ||||
| Chat & Bots; Unique Instances | 1 | 3 | 5 | 20 |
| Chat/Bot Setup | x | x | x | x |
| Website Chat or Bots with unique messaging and operator heirarchy | ||||
| Product Tracking | 500 | 1000 | 2500 | Unlimited |
| Product Setup Setup | n/a | 50 | 100 | 250 |
| No of unique skus that can be setup and tracked within the CRM | ||||
| Invoicing | x | x | x | x |
| Unique Invoice Setup | 1 | 3 | 3 | 3 |
| Create Invoices from sales deals and opportunities | ||||
| Sfdc: Data Transfer | x | x | x | x |
| Leads, Contact, Companies, & Opportunities. Notes Transferred from Professional & Enterprise Vers. | ||||
| Tasks Module | ||||
| * Requires wordpress website with scalable cloud hosting. Server access required for setup | ||||
| Task Creation/Tracking | 500 | 1,000 | Unlimited | Unlimited |
| Create and track individual tasks within the company heirarchy. | ||||
| Task Workgroups | 1 | 4 | 10 | 100 |
| Workgroups/Repititive Task Setup | n/a | 2 | 4 | 6 |
| Create and track recurring departmental tasks Setup repitive tasks within departments |
||||
| Workgroup Automations | 10 | 25 | 100 | Unlimited |
| Workgroup Automation Setup | n/a | 5 | 10 | 20 |
| Automate actions and notifications within departmental workgroups Setup automated notifications and actions within departmental workgroups. |
||||
| Business & Reporting | ||||
| Telephony* | 10 | 25 | 100 | Unlimited |
| Telelphoney Line Setup | n/a | 2 | 4 | 5 |
| VOIP Inetgarted calling. Additional Charges apply for VOIP Service | ||||
| HR Module | x | x | x | x |
| Employee time tracking | ||||
| Custom Forms | n/a | 2 | 4 | 8 |
| Custom Form Setup | n/a | 2 | 4 | 8 |
| Creation of custom internal or customer facing forms. RFQ, Requisitions, Service, etc. | ||||
| Standard Reporting | X | X | X | X |
| Sales funnels, forecasting, lead reports, product reports, and activcity tracking | ||||
| Customized Reports | X | X | X | X |
| Custom Report Setup | n/a | 2 Hrs | 4 Hrs | 6 Hrs |
| Customize report outputs as required | ||||
| E-Signature | n/a | n/a | X | X |
| Esignature for Proposal Acceptance | ||||
| Support | ||||
| Service Hours (Help Desk & Customization) | 10/yr | 20/yr | 30/yr | 50/yr |
| Dedicated Support Concierge | n/a | x | x | x |
| Service hours for system setup & training. Per contract yr w/ unused time transferred to the next yr. The development services project manager will guide all ongoing service and customization. |
||||
| Pricing & Terms | ||||
| Setup Cost | $4,000 | $9,000 | $12,000 | $17,500 |
| Recurring Costs | $600/mth | $950/mth | $1,400/mth | $2,000/mth |
| 30 Days Required for Setup Recurring Costs start upon setup completeion; 30 days after contract execution |
||||
| Billing | Quarterly | Quarterly | Quarterly | Quarterly |
| Minimum Term | 1 Yr | 1 Yr | 1 Yr | 1 Yr |
| Additional Service Time | $2,000/20 hrs | $1,800/20 hrs | $1,700/20 hrs | $1,600/20 hrs |
| Service hours are offered in blocks of 20 hours | ||||
Optional Website Service Modules
| Website Design & Management | Silver | Gold | Platinum |
| New WebSite Design & Management | Standard | w/Catalog | Catalog + SEO |
| Details at https://totalwebpartners.com/totalweb-partners-website-design-build/ | |||
| Pricing & Terms | |||
| Recurring Costs Start At | $375/mth | $550/mth | $950/mth |
| SEO (Search Engine Optimization) | Silver | Gold | Platinum |
| SEO, SM & Web Content Services | 10 hrs/mth | 25 hrs/mth | 40 hrs/mth |
| Details at https://totalwebpartners.com/totalweb-partners-seo-search-engine-optimization/ | |||
| Pricing & Terms | |||
| Recurring Costs Start At | $750/mth | $1000/mth | $1400/mth |
