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Digital Ads That Drive Real ROI — Not Just Clicks

Capabilities

We design, build, and automate your CRM—so every lead is captured, nurtured, and closed.

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(01)

The Problem We Solve

  • Leads are scattered across forms, WhatsApp, Instagram DMs, and email—no single source of truth.
  • Sales reps forget follow-ups; opportunities go cold without alerts or tasks.
  • No pipeline visibility: you can’t forecast revenue or attribute where wins come from.
  • Reporting takes hours in spreadsheets and still misses context.

(02)

The Outcome You Get

  • One central CRM with clean data, automated follow-ups, and pipeline clarity.
  • Leads flow in automatically from web forms, ads, WhatsApp, IG/FB, and landing pages.
  • Sales playbooks, SLAs, and alerts that keep deals moving.
  • Dashboards that show today’s focus, win rates, pipeline value, and forecast.

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(03)

What’s Included (Deliverables)

  • Discovery & Blueprint: roles, fields, stages, lifecycle, permissions.
  • Data Model & Fields: custom objects/fields for your business (contacts, companies, deals, projects).
  • Pipeline Design: deal stages, entry/exit criteria, auto-tasks, SLA timers.
  • Automation & Workflows: lead routing, scoring, nurturing, task creation, reminders.
  • Integrations: website forms, ads, email, WhatsApp/Meta, calendars, billing.
  • Dashboards & Reports: pipeline health, conversions, source attribution, rep performance.
  • Data Migration: deduplication, cleaning, historical import.
  • Training & SOPs: playbooks, videos, and quick-start guides for your team.
  • Ongoing Support (optional): admin, enhancements, and quarterly optimization.

(04)

Our Process

  • 1. Discover – Stakeholder interviews, current tools, data audit.
  • 2. Design – CRM blueprint: objects, fields, stages, roles, dashboards.
  • 3. Build – Configure CRM, automations, integrations, permissions.
  • 4. Migrate – Clean, dedupe, import; validate with UAT checklist.
  • 5. Enable – Train team, roll out playbooks, go-live.
  • 6. Optimize – 30-day tune-up + quarterly reviews (if on support plan).

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(05)

Integrations (Popular)

  • Forms & Ads: WordPress/Elementor, HubSpot Forms, GA4, Google Ads, Meta Ads, LinkedIn.
  • Messaging: WhatsApp (Cloud API/Twilio), Instagram DM, Facebook Messenger.
  • Email & Calendars: Google Workspace, Microsoft 365, Calendly.
  • Marketing: ActiveCampaign, Mailchimp, HubSpot Marketing.
  • Billing: Stripe, Mercado Pago, Xero/QuickBooks.
  • Webhooks & Custom: Make.com, Zapier, custom API bridges.

(06)

Sample Dashboards

  • CEO View: MRR/Revenue forecast, funnel conversion, CAC by source, win rate trend.
  • Sales Manager: Pipeline by rep, stalled deals, tasks due today, aging by stage.
  • Marketing: Source-to-customer attribution, CPL/CPA, lead quality score trend.

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(07)

FAQs

  • How long does a typical build take? 2–6 weeks depending on complexity and integrations.
  • Can you work with our existing CRM? Yes—most clients keep their platform; we rebuild it correctly and migrate clean data.
  • Will my team need heavy training? We include hands-on training + SOPs and short videos so adoption sticks.
  • Do you support bilingual teams? Yes—Spanish/English across UI, fields, templates, and SOPs.
  • What about security & permissions? We set role-based access, field-level restrictions, and audit logging where available.

LET'S START WITH A FREE GROWTH AUDIT!

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BCT Social is a full-service marketing and CRM agency dedicated to helping businesses grow through data-driven strategies, creative content, and smart automation. 

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