CRM & Automation Consulting

CRM Consulting Services

CRM Strategy & Planning

We evaluate your current processes and recommend the right CRM strategy to support your sales, marketing, and customer service goals.

Includes:

• CRM needs assessment
• Platform selection guidance
• Workflow mapping
• Data structure planning

CRM Setup & Customization

We configure and customize CRM platforms to match your business operations.

Services include:

• Custom fields, pipelines, and dashboards
• User roles and permissions
• Lead and customer lifecycle setup
• Reports and analytics

CRM Migration & Cleanup

We safely migrate your data from spreadsheets or legacy systems into a clean, organized CRM.

Benefits:

• Accurate customer records
• Reduced data duplication
• Improved reporting

Automation Consulting Services

Workflow Automation

We automate repetitive tasks to reduce manual work and increase productivity.

Automation examples:

• Lead capture and assignment
• Email follow-ups and reminders
• Task creation and notifications
• Status updates and approvals

Sales & Marketing Automation

We design automation that helps you convert leads and retain customers.

Includes:

• Automated email sequences
• Lead scoring and routing
• Sales pipeline automation
• Customer onboarding workflows

Integration & System Automation

We connect your CRM with other tools to create seamless workflows.

Integrations may include:

• Email platforms
• Accounting software
• Scheduling systems
• E-commerce platforms

Our Consulting Process

1. Assessment & Discovery – Understand your business goals and challenges
2. Strategy Design – Create a customized CRM and automation plan
3. Implementation – Configure systems and build automation
4. Testing & Optimization – Ensure everything works smoothly
5. Training & Support – Help your team adopt the system successfully

Benefits of CRM & Automation

• Improved customer visibility
• Faster response times
• Reduced manual errors
• Better data-driven decisions
• Increased team productivity

Why Newman Business Consulting LLC

• Based in Bluemont City, Virginia
• Founder-led by Carol Newman
• Business-first, technology-driven approach
• Personalized consulting and ongoing support

We help businesses work smarter—not harder.

Get Started

Ready to streamline your CRM and automate your workflows?
Contact Newman Business Consulting LLC today to schedule a CRM & Automation consultation.