Branch8
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CRM 代營運服務

您的 CRM 沒壞。只是團隊無暇運作。
專屬 CRM 營運團隊處理每日執行——活動管理、潛在客戶路由、數據清理、報告及平台管理。支援 HubSpot 及 Salesforce，2-3 週內部署。
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CORE SERVICES

What We Deliver

CRM managed services services.

01

Campaign Operations

Email campaigns, workflow automation, lead nurture sequences, and lifecycle stage management. We execute your marketing playbook daily.

02

Lead Management

Lead scoring, routing rules, SLA monitoring, and handoff workflows between marketing and sales. No leads fall through the cracks.

03

Data Operations

Ongoing deduplication, enrichment, hygiene, and compliance audits. Your CRM data stays clean and actionable.

04

Reporting & Analytics

Custom dashboards, funnel analytics, attribution reporting, and executive summaries. Data-driven decisions, not gut feelings.

Why Branch8 for CRM
Something better.

Dedicated, Not Ticket-Based

Your named team works exclusively on your account. Not a shared pool of agents responding to tickets.

Deploy in 2-3 Weeks

We onboard fast. Two weeks to learn your processes, week three we're executing independently.

Flexible Scaling

Scale up for product launches or campaigns, scale down during quiet periods. No fixed headcount contracts.

Full Documentation

Every process we run is documented. If you ever bring it in-house, you keep the playbooks.

Frequently Asked Questions

HubSpot (all hubs), Salesforce (Sales Cloud, Marketing Cloud, Pardot), and Dynamics 365. We also manage integrations between CRM and other tools in your stack.

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Ready to Get Started?

Tell us about your crm needs and we'll scope a plan within 48 hours.