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!

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Close CRM Solution Partner

Groove Consulting is a certified CRM Solution Partner for Close, having completed multiple implementation projects successfully!

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Our Close Process

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
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
Management
- Day-to-Day System Management
- Ongoing Zapier and/or Native Integration Improvement
- Lead Enrichment Configuration
- Email/SMS Template Improvement
- Ongoing User Training & Coaching

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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

"I highly recommend Groove Consulting to anyone in need of a top-notch website designer and developer. I'll certainly continue to recommend them! Thanks to their incredible work, my online presence has been significantly enhanced, attracting more visitors and driving business growth. Five stars all the way!"

Rick Valdez, Founder & CEO
"Since working with Groove, we've found a ton of positive success. The people at Groove helped us find top-notch sales reps, created the materials to train them, ran the training, and within a few short weeks, we are already seeing sales success. I outsourced the building and running of our sales engine to them with strong results. There were other parts of the sales process where Groove was also helpful - they streamlined our Practice-to-Patient outreach and messaging via SMS and texts, which has helped our practices grow patient membership. Not only is Groove quick and efficient, they're always one step ahead, delivering results and catalyzing our business expansion. We can't recommend them enough!"

Jane Levy, Co-CEO
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, Payments at Kojo
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, Solidan
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, Jorny
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, CircleBlack