CRM & Pipeline Management
Keep your sales pipeline organised and your CRM accurate, giving you a clearer picture of your opportunities, activity and sales performance.
When it's difficult to see what's happening with your sales
As leads and opportunities increase, keeping track of everything becomes harder. If information isn't recorded consistently or your pipeline isn't actively managed, it's difficult to know what's happening, where opportunities stand or where your attention should be focused.
CRM & Pipeline Management could be right for you if:
- You don't have a clear view of your sales pipeline or where individual opportunities currently stand.
- Your CRM isn't being updated consistently, so you can't fully trust the information in it.
- Sales information is spread across emails, spreadsheets, notes or different people's heads.
- Your salespeople are spending valuable time on CRM administration rather than selling.
- You want better visibility of your sales activity and performance to help you make more informed decisions.
CRM & Pipeline Management
Keep your sales information accurate, organised and useful, with consistent management of the systems and data behind your sales activity.
01
CRM Administration
Keep contacts, opportunities, notes and sales activity accurately recorded and organised, so your CRM remains a reliable source of information.
02
Pipeline Management
Maintain a clear picture of opportunities at each stage of your sales process, helping you understand what's moving, what's stalled and where attention is needed.
03
Sales Reporting & Visibility
Turn the information in your CRM and pipeline into useful sales reporting, giving you greater visibility of activity, opportunities and performance.
See what businesses say about working with MFA
"I have been using MFA for a while now. I found the process really easy to get started with. They understood my needs recommended suitable PA's quickly and now I have the support I need on a regular monthly basis which has made a difference to my revenue and brand profile. Would highly recommend!"
Lil Lawrence
"I had some brain storming sessions with Rachael and found them incredibly helpful. She helped me to create an onboarding process for new clients and a system that finally has my inbox under control! Rachael's super power is seeing into the heart of a system with great skill and creativity. I highly recommend working with her!"
Jo Renshaw
LIFE COACH
"Fantastic service! I will definitely be using again :) We hired MFA to create a new marketing video. They were fabulously easy to work with and creating an outstanding product - I couldn't be more happy with the outcome. Very affordable and their level of care and diligence comes across very strongly, which is so important when trusting someone to take care of your business. Thank you!"
Sera Golding-Young
MIB BAND
"After two bad experiences with VAs, I’d almost given up. A peer persuaded me to try MFA, and I’m so glad I did. Their model means you can work with a dedicated VA or have tasks assigned to the person with the exact skills needed; either way, things get done efficiently and without stress. I finally have less admin pressure and more time to focus on what matters."
Anonymous
Cyber Security Company
"I’m having such an incredible experience working with Rachael and her team! It has felt like such a relief to hand over my calendar and email management and let them take care of everything. They team are extremely efficient and I honestly feel like they put even more care and attention into it than I would, and that means so much. Thank you MFA - I know this is the start of a long running relationship."
Annie Jones
"Rachael matched me up with a fantastic VA who has become instrumental in helping to keep me on track and getting through all the things on my to-do list that just wouldn't get done otherwise. Highly recommend if you're a solopreneur or small business owner looking for that all-important support to help you with admin, marketing, planning or just organising your brain!"
Jude Schweppe
COACH
"I used the adhoc business admin support and was very impressed with the service. It was incredibly efficient, my website looked great with the new additions and I was impressed with the quality of the work. It was easy to book and amend my slot as needed and all staff were very friendly and helpful. Would 100% use again."
Lisa Donaldson
Create Well Project
"The work I require was for the admin of my website, so filling in the repetitive stuff like pricing and copy. The service was fast paced, meaning the comeback from My Freelance Admin was super efficient."
J Thomas
AngeLs must Create
"These guys are amazing, nothing is ever too much bother and they are incredibly kind, efficient, professional and the decision is easy really, if you need help, use them!! I've recommended them to many and will continue to do so!"
Katie Manning
Cleft Warrior Woman
“Great communication , fast friendly and efficient work.”
Amanda Waring
“Rachael came into Wellbetter and made vast improvements to all our administration processes. Her attention to detail and efforts are second to none. Myself and the team all agree she is a breath of fresh air and a wonderful person to deal with. I would highly recommend Rachael for any admin or operation/support roles.”
Paul
SCOPESUITE
“I couldn’t recommend this more as a small business – feels like having your own team, but with less responsibility and more flexibility. Thanks so much MFA.”
Michelle
Experience This
“Could not recommend MFA more highly. Fits in perfectly around my busy schedule and will be using again in the future.”
O Palmer
“I honestly cannot thank you enough for the OBM work you have done to get our processes in place. I couldn’t have done it without you. I genuinely would have crumbled into a mess. Thank you so much for helping us get some order into everything, now we just have to run with it.”
Keri
KeriKit
Ready to get the right support for your business?
