THINK FORWARD, THINK BIG

Consulting Services to help you scale.

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Caret Growth Strategies specializes in helping your business grow by establishing best processes around your CRM. We always recommend the best tool for the job, but can highly recommend both the Zoho and Salesforce platforms to provide a solid foundation for your organization to build upon.

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  • Sales Process Management
  • Advanced Operational Metrics
  • Support Process Management
  • Customized External Portals
  • 3rd Party API Integrations
  • Marketing Automation

Approach

Understand

Discover the true blocker of growth and document how it currently works.

Measure

Capture your baseline metrics to know where you started. If you can't measure it, don't do it.

Improve

Implement changes with urgency, but with careful consideration to other impacts.

Repeat

Reflect on what went well (and what didn't). Push forward.

Services

Managed Services

Our managed services provide the most economic and effective solution for scaling your business. We will create a monthly roadmap and manage your improvement backlog to ensure everyone is laser focused on what will bring your business the most value. You receive priority scheduling and support for all initiatives and issues. This retainer service is also great for those who have inexperienced team members that just need some guidance as they build their competency.

Consulting Hourly Blocks

For larger projects, we recommend investing in blocks of time to help improve your business processes. These blocks represent commitments to execute work within a period of time. With that commitment you get a significantly discounted rate as well as priority scheduling. If you decide through the project that you want to upgrade to Managed Services, we can apply your remaining hours as a credit.

Hourly Consulting

Not every growing company can afford to make large commitments up front and thats ok! Our hourly work gives you the same great service with the flexibility your business needs.

Discovery

Any time your organization engages a new employee or partner there is always an onboarding and training cost to get them up to speed. We truly believe part of being a good partner is to shoulder some of that burden as we get up to speed. Discovery phases precede any work being done on a new area of your business so we can make sure we give you the best recommendations.

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