Groove with Close Implementation Experts
Groove Consulting offers support with initial setup, audits, integrations, and management of Close’s CRM solution suite. We have 9 years of experience using Close at growing SaaS organizations as well as supporting several clients implementing Close. We will customize your Close setup based on your unique business model!
Close CRM Solution Partner
Groove Consulting is a certified CRM Solution Partner for Close, having completed multiple implementation projects successfully!
Our Close Process
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Implementation
General Settings Configuration
Data Migration
Email & SMS Template Creation
Sequence Creation and Configuration
Native Integration Setup or Zapier Setup & Testing
Sales Playbook Creation: SMB, MM, and ENT
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System Audit
Review Existing Setup and Provide Best Practices
Audit Lead Statuses, Custom Fields, Integrations, Users, & more.
Duplicate Contact & Lead removal
Email/SMS Template Improvement
Sales Playbook & Documentation Creation: SMB, MM, and ENT
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Management
Day-to-Day System Management
Ongoing Zapier and/or Native Integration Improvement
Lead Enrichment Configuration
Email/SMS Template Improvement
Ongoing User Training & Coaching
Typical Implementation Timeline
Project Tasks
SOW & Contract Kick-Off
System Setup
Integrations & Testing
Documentation, User Training, & Go Live!
Day 1
Day 2
Day 4
Day 5
Day 6-7
Consultation Call
Day 3
What our clients say
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"Paris is the definition of high agency. Not only does she bring hard work and grit daily, but she is also analytical and detail-oriented. She is an x-functional leader's dream to work with because she will provide thoughtful feedback and back it up with data that she went above and beyond to collect."
Derek Taylor, Director
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"Groove Consulting does great work and hit the ground running on a client of ours. They immediately started having an impact from the first day. The team is capable and they adapt quickly to high pressure environments."
Dan Moran, Owner
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"Paris and her team are super responsive and provide high-caliber work! She helped us tremendously with Monday and we would highly recommend her!"
Tonya Beaty, Operations Manager
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"Thank you so much for the always fast turnaround and quality work! We often have last minute needs and you always pull through!"
Neil Kirdahy, Head of Marketing
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“Groove helped us implement Hubspot. They were thorough, detail-oriented, and really helped us personalize the CRM so it worked with the nuances of our sales pipeline. I'd highly recommend them and will be working with them again!”
Jessica Petrey, CEO, June Rings
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"Groove managed my company's Zendesk implementation from start to finish, and we are very grateful for their patience and willingness to go the extra implementation from start to finish, and we are very grateful for their patience and willingness to go the extra mile."
Garrett Brown, Head of Support
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