Automated Marketing CRM: Segwik with Pete Romano on Nina Sunday Podcast

Why Segwik?
Solutions
By Use Case

Sales Process Engineering
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Deal Tracking
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Goal Tracking
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Estimating, Proposing and Quoting
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Deal Close
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Onboarding
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Client Case Management
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
By Role

Founder & Owner
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Chief Operating Officer
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Marketing Director
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Marketing Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Sales Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Sales Executive
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Account Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Production
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
By Client Journey Stage

Awareness & Information Gathering
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Chief Operating Officer
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Marketing Director
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Marketing Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Sales Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Sales Executive
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Account Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Production
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
By Department

C-Suite
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Marketing
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Sales
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Production
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality

Accounting
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Segwik Eliminates

Calendly
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Hubspot/Zoho/Salesforce
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Monday
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Wordpress
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Hosting
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Mailchimp/Constant Contact
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Services

Consulting
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Onboarding
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Migration
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Integration
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Support
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Resources and Media

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.
Features
Outreach

Email Blast
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Text Blast
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Phone Dialer
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Audience Segmentation
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Blast Throttling
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Dynamic Audience Blasting
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Content Narrowcast
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Ringless Voicemail Whatsapp
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
Inbound

Website & Landing Page Management
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Calender Booker
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Event/Course/Class Registration
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Custom Forms & Surveys
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Inbound Call Routing, & Tracking
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

AI Chatbots
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
Sales

Sales Process Mapping
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Relationship History
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Meeting Calender
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Sales Meeting Interface
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality

Customized And Specialized Quoting, Estimating And Proposals
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

"Over-The-Phone" Checkout & Payment Capture
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Follow Up
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Advanced Prospect To Sales Mapping
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Client Management

Signature Capture
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Custom Client Portals & Dashboards
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Automated Onboarding Processes
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Document Capture
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Staff & Customer Task Tracker
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Advanced Servicing & Billing Mapping
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

User Dashboards
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Automation Everything

Automated Outreach
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Auto Responders & Drip Campaigns
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

New Lead Follow Up
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Automated Meeting Setting
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Client Meeting Preparation & Nurturing
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Quote Follow Up And Closer
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Client Onboarding Followups
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Complex Workflow Automation
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Client Relationship Maximization
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Advanced Touchpoints
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Integration

High Level
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Netsuite
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Microsoft Dynamics
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

SAP
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Oracle
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Resources and Media

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.
Industries
Home & Construction Services

Attic Maintenance Services

Awning And Outdoor Shade

Basement Remodeling

Carpet Sales And Installation

Garage Services

Handyman Services

Home Cleaning Services

Home Remodeling And Renovation
Professional Services

Accounting & Bookkeeping

Business Coaching

Public Relations

Consulting Firm

Financial Advisor

Human Resources

Insurance Broker
Marketing And Creative Services

Advertising & Marketing Agency

Public Relations Firm

Graphic Design Studio

Web And App Development

Video Production Studio

Copywriting

Photography Studio

Market Research
Education And Non-Profit Organizations

Charity & Foundation

Community Organization

Chamber Of Commerce

Networking Group

Online Course

Continuing Education Organization

Religious Services
Real Estate Services

Real Estate Agency

Property Management

Real Estate Investor

Commercial Real Estate Broker

Real Estate Appraisal

Real Estate Developer

Home Inspection

Mortgage Broker
Legal Services

General Practice

Criminal Defense

Civil Litigation

Family Law

Estate Planning Law

Intellectual Property Law

Real Estate Law

Bankruptcy Law

Industries
Resources and Media

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.
Resources
Contact
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Transforming Business Automation: Segwik's Pete Romano on “Manage Self, Lead Others” podcast with host, Nina Sunday.

Learn how Segwik can streamline your customer journey from marketing to project management.

Discover practical tips on optimizing your customer journey, from scheduling appointments and managing follow-ups to handling customer queries and beyond. Tune in for valuable insights into creating effective drip campaigns, structuring sales meetings, and ensuring seamless onboarding and project management.

Book a demo today to experience Segwik's powerful solutions firsthand.

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Solution Library

Solution Library

Solution Library

Solution Library

Solution Library

Transforming Business Automation: Segwik's Pete Romano on “Manage Self, Lead Others” podcast with host, Nina Sunday.

Learn how Segwik can streamline your customer journey from marketing to project management.