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800-695-5107

[email protected]

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Step 7 Consulting

Step 7 Consulting

  • What We Do
    • CRM
    • Zapier
    • E-Commerce
    • Business Intelligence
    • Project Management
  • Who We Are
  • Why Choose Us
  • What People Say
  • Our Work
Contact Us

CRM: Customer Relationship Management

We are CRM experts in SalesForce, PipeDrive, HubSpot, Insightly and more.  Our objective is simple, design a system that streamlines your business processes, maximizes customer engagement, and increases sales conversion rates.

Most often we help translate business processes into a CRM workflow, configure settings, import all critical data, and integrate the CRM with other systems.  We are also experts in Zapier and leverage it to create integrations between the CRM and other systems such as: MailChimp, Trello, DropBox, Google Sheets, QuickBooks, QuickBase, Harvest, Asana, Excel, OneDrive, Google Drive, Constant Contact, AWeber, Ninja Forms, Gravity Forms, WuFoo Forms, and many more.

CASE STUDY:

  • PipeDrive CRM and Zapier Client Case Study

TESTIMONIALS:

  • See What Clients Say About Working With Us

CAPABILITIES:

  • Business Process Assessment
  • Workflow Design
  • Sales Funnel Configuration
  • Workflow Automation
  • Zapier Integration
  • Team Training
Ready to start your project?

Schedule a consultation to get an initial cost estimate.

Contact Us

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800-695-5107
[email protected]

17701 108th Ave SE, #245
Renton, WA 98055

About Us

Step 7 Consulting is a Seattle-based technology consultancy specializing in CRM, E-Commerce, Business Intelligence, and Technical Project Management.

Company

Who We Are
Why Choose Us
What People Say
Our Work

What We Do

CRM
Zapier
E-Commerce
Business Intelligence
Project Management

Copyright © 2023 Step 7 Consulting, Inc. All Rights Reserved.

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