Service & Phase: Grow
Grow Phase Chapter 5: Tech Stack, AI & CRM
In today’s accelerated digital landscape, a reliable tech stack and a finely-tuned CRM aren’t an added bonus—they’re a necessity. Our Tech Stack & CRM Accelerator solution assists in furnishing your business with the right online tools, marketing technology, and marketing automations to simplify efficiency, optimize customer relationships, and drive growth. By strategically aligning your digital infrastructure with your business objectives, we ensure you’re not just keeping up, but at the forefront. We specialize in streamlining complex digital ecosystems into trim, high-performing systems with direct influence on your bottom line.
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Did you know?
- AI Marketing Market Growth: The global AI in marketing market is projected to reach over $107.5 billion by 2028, growing at a CAGR of 36.6% through 2030, showing rapid adoption of AI for marketing.
- Significant AI ROI: Companies effectively using AI in marketing are seeing substantial returns, with average marketing ROI improvements of 10-20%, and some reaching over 35% from predictive AI.
- AI Integration in Marketing Tech: 93% of marketers in 2024 reported new AI features being added to their tech stack tools, indicating AI is rapidly becoming a core component of modern marketing technology and online tools.
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Key Results from Tech Stack & CRM Optimization
Drive game-changing results with a strategically aligned tech stack and CRM:
Rapid Growth & Efficiency
Streamline operations, automate routine tasks, and make data-driven decisions with powerful marketing automations and online tools that integrate flawlessly, leading to growth at scale and increased productivity for your team.
Exceptional Customer Engagement
Deepen relationships and personalize interactions with end-to-end CRM configuration and optimization so that every customer interaction counts and builds long-term loyalty.
Future-Proof Innovation With AI
Leverage the newest capabilities like AI for marketing, AI for advertising, and AI for lead generation and sales to stay ahead, enabling smarter strategy and predictive decision-making for continuous improvement.
Powering Small Business Growth with Marketing Tech
For small businesses, leveraging the right online tools is no longer optional—it’s essential for competing and growing. Investing in CRM, marketing tech, and AI for marketing empowers you to maximize limited resources, forge stronger customer relationships, and make data-driven decisions that fuel your expansion.
- Compete Effectively: Advanced marketing tools and AI for advertising allow you to punch above your weight, reaching and engaging customers with sophisticated, personalized campaigns.
- Boost Efficiency: Marketing automations free up your small team from repetitive tasks, letting them focus on high-value activities and strategic initiatives.
- Build Loyalty: A strong CRM centralizes customer data, enabling personalized communication that fosters deeper relationships and drives repeat business.
- Drive Smarter Growth: AI for lead generation and sales offers powerful insights, helping you identify the best opportunities and optimize resource allocation for faster, more predictable growth.
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The Tech Stack & CRM Accelerator Is Part Of Our Proven Growth Process
Service & Phase: Grow
Grow Phase Chapter 5: Tech Stack, AI & CRM
Our Tech Stack & CRM Accelerator is a key component of our holistic approach to business growth. It ensures your back-end digital core is strong, secure, and optimized to enable all of your marketing and operational activities, from lead generation to customer retention. We believe that a good front-end marketing strategy is only as good as the back-end tech stack that enables it. This service operates in conjunction with our other services, constructing a cohesive strategy that delivers long-term success.
01 | Tech Stack & CRM Purpose & Deliverables
The goal of our Tech Stack & CRM Accelerator is to equip your business with the finest online tools and platforms, according to your particular needs. We go beyond installation, we plan for implementation for real results. Our comprehensive deliverables are:
Key Deliverables:
- CMS Setup Checklist
- CRM Setup Checklist
- Grow Tools & Tech Stack Setup Checklist
- AI Implementation
02 | Tech Stack, CRM and AI Implementation Process
Our systematic process to simplify your tech stack and CRM ensures a smooth, successful transition and long-term impact:
Discovery & Strategy: We begin by getting a deep understanding of your unique business goals, your existing online tools, and your specific pain points.
Architecture & Design: Based on our research, we design a bespoke tech stack and CRM solution that’s ideal for your strategic objectives. This involves mapping system integrations, planning effective marketing automations, and selecting the most appropriate website platforms, CMS, and individual CRMs (e.g., Hubspot, Jobber, Housecall Pro, Gravity Forms, Constant Contact, Mailchimp, and many more). We take scalability, security, and usability into every design decision.
Implementation & Configuration: Our experts perform the actual setup, seamless data migration, and thorough configuration of your chosen website platforms, CMS, CRMs, and other marketing technology.
Integration & Automation: In this critical stage, we integrate all your online tools and establish robust marketing automations.
Optimization & Training: Once implemented, we closely monitor performance, conduct rigorous website dashboard optimization, and fine-tune your systems for maximum efficiency.
Ongoing Support & Evolution: Our collaboration doesn’t end at implementation. We offer continuous support and proactive advising on future enhancements, including the integration of new website plugins, apps, extensions, automations, integrations, and leveraging new AI for marketing capabilities.
03 | CRM, Tech Stack and AI Application
An optimized tech stack and CRM are the lifeblood of business today. They are necessary for:
Centralizing customer data for a single view: Solving for the need for a unified picture of your customers across all touch points.
Automating lead nurturing and sales processes: Optimizing the journey from prospect to loyal customer, maximizing conversion rates.
Personalizing customer communications at scale: Delivering the right message to the right person at the right time, nurturing engagement.
Enhancing team collaboration and productivity: Providing your teams with useful tools and access to information.
Scaling your business without compromising on quality: Building a flexible infrastructure that supports growth.
Unlock Small Business Growth with Your Optimized Tech Stack, CRM, and AI
For small businesses aiming to thrive in the digital age, the strategic integration of your tech stack, CRM, and AI for marketing is no longer a luxury—it’s your most powerful growth engine. These essential online tools work in synergy to streamline operations, forge deeper customer connections, and provide the intelligent insights needed to make proactive, impactful decisions. By leveraging modern marketing tech and AI-powered automations, you can efficiently scale your efforts, elevate customer experiences, and achieve sustainable growth, even with limited resources.
CRM Setup
We setup, optimize and train your team on your CRM. Driving more new leads, customers and improved marketing ROI for your business.
Marketing Automations
Based on your industry, we setup cutting-edge and powerful marketing automations like workflows, sequences, automated emails, outreach and more.
AI Implementation
We add rocket fuel to your business growth by implementing tested and proven AI automations, agents, and workflows to save your time and drive revenue growth more efficiently.
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High Small Business CRM Adoption: A significant 91% of businesses with over 11 employees now use CRM systems, demonstrating its essential role, though adoption is lower for very small businesses (50% for 10 or fewer employees).
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AI for Efficiency: 90% of small businesses using AI report real gains in efficiency, highlighting AI's direct impact on optimizing operations and resource allocation for smaller teams.
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Marketing Automation for Lead Growth: Businesses leveraging marketing automation have seen their number of leads rise by 80%, showcasing its power in scaling lead generation efforts without proportional increases in manual work.
Next Grow Chapter: SEO & Content
In the digital realm, visibility is power, and compelling content is currency. Our next chapter, SEO & Content, dives into how your business can capture organic search traffic and build lasting connections with your audience. We’ll explore the strategic art of ranking higher on search engines and crafting valuable content that not only attracts but also converts. Get ready to transform your online presence into a magnet for your ideal customers.
What Our Clients Say About Our Marketing Tech and AI Experts
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More Branding Services
Explore more of our award-winning branding services, ready to help your business elevate your brand image and accomplish your long-term business goals.
- Brand Discovery Session
- Dedicated Brand Strategist
- Brand Blueprint & Roadmap
- BRJ Co-Founder Collaboration
- “Brand Discovery Tour”
- Brand Audit
- Ideal Customer Research
- Brand Research
- Leadership & Stakeholder Interviews
- Brand Positioning
- Brand Purpose: The “WHY”
- Brand Archetype
- Brand Personality & Attributes
- Brand Type & Hierarchy
- Personal Brand Blueprint for Key Executives
- Unique Value Propositions
- Tagline
- Brand Voice
- The “Elevator Pitch”
- Brand Story
- Brand Campaign Slogans
- Custom Logo
- Logo Suite
- Color Palette
- Typography
- Branded Textures & Patterns
- Icon Suite (20X)
- Logo Intro Animation
- Visual Brand Language System
- Online Tool Map: Brand Section
- Alternative Domain Research
- Social Media Handle Research
- Brand Campaign Domain Research
- Strategic Introductions (trademark, copyright, etc.)
09 | Execution & Assets
- Pass Approval
- Organization & Delivery
- Brand Rollout Asset
- Brand Assets (20X)
- Brand Asset Management System (BAM)
- Brand Activation Toolkit
- The Brand Guide
- Brand Foundations
- Messaging Guidelines
- Visual Identity Guidelines
- Brand Application & Activation
More Content Services
Explore more of our award-winning content services, ready to help your business elevate your brand image and accomplish your long-term business goals.
01 | Content Discovery
- Content Discovery Session
- Content Blueprint & Roadmap
- Dedicated Content Strategist
- “Content Discovery Tour & Interviews”
02 | Content Research
- Content Audit
- Content Research
- Content Gap Analysis
- Trend Analysis & Content Opportunities
- Content Creative Brief
- Content Creation & Curation Checklist
- Content Optimization Checklist
04 | Creation & Editing
- Level Specific Content
- Content Creation & Editing (Custom)
05 | Implementation
- Content File Library
- Content Implementation & Styling
- Content Promotion & Distribution Plan (Multi-Channel)
- Content Governance Framework
More Build Services
Explore more of our award-winning website services, ready to help your business elevate your brand image and accomplish your long-term business goals.
- Build Discovery Session
- Dedicated Build Strategist
- Build Blueprint & Roadmap
- BRJ Co-Founder Collaboration
- “Build Discovery Tour”
- Octopus Sitemap Strategy
- Sitemap Implementation
- User Flow Map
- Future Sitemap Expansion Plan
05 | Page Layout
- Page Layout Strategy
- Page Layout Implementation
- Mobile Customization
06 | Online Tools
- Hosting + Security, Accessibility, & Speed
- Online Tool Map: Build Section
- Setup, Integration & Testing
- Tech Stack Training Materials
07 | Content Implementation
- Website Content Strategy
- Website Content Styling & Editing
- Content Creation & Curation
- Website Lead Magnets
- Dedicated Content Strategist
- Website Content Repurposing & Workflow Strategy
- Website Brand Implementation
- UX/UI Fundamentals
- Mobile, Tablet & Desktop Design Optimization
- Design System & Component Library
09 | Automation & Optimization
- Automation Checklist
- Optimization Checklist
10 | Launch
- Pass Approval
- Test Phase
- Pre-Launch Checklist
- Website Launch Execution
- Post-Launch Checklist
More Strategy Services
Explore more of our award-winning strategy services, ready to help your business elevate your brand image and accomplish your long-term business goals.
01 | Review & Training
- Growth Strategy Workshop
- Foundation Walkthrough
- Login & Access Review
02 | Post-Live Online Tools
- Hosting Review
- Security, Accessibility, Speed Review
- Growth Tool Checklist
04 | Intro to Grow
- Grow Membership Sign Up
- Momentum Checklist
- Big Red Jelly Academy
- Client Happiness Enrollment
05 | Rollout
- Internal Rollout
- External Rollout
- Template Library
- Execution Support
More Grow Services
Explore more of our award-winning grow services, ready to help your business elevate your brand image and accomplish your long-term business goals.
- Grow Discovery Session
- Dedicated Growth Strategist
- Dedicated Sales Strategist
- Dedicated Brand Strategist for Growth
- Grow Blueprint & Roadmap
- BRJ Co-Founder Grow Collaboration
- “Grow Discovery Tour”
02 | Grow Research
- Growth Audit
- Growth Research
- Growth Analytics Review & Research
03 | Strategy & Setup
- Account Access
- Growth Dashboard
- Weekly Progress Updates
- Monthly Reports
- Growth Review Sessions
- Quarterly Strategy Sessions
04 | Security, Accessibility, and Speed
- Website Security Checklist
- Website Accessibility Checklist
- Website Speed & Performance Checklist
- CMS Setup Checklist
- CRM Setup Checklist
- Grow Tools & Tech Stack Setup Checklist
- Blogs, Website Content, Pages
- Graphic Design & Social Posts
- Thought Leadership
- Video & Photo Production
- Keyword Research
- On-Site SEO
- Meta Titles & Descriptions
- Technical SEO Fixes
- Broken Link Fixes & Website Scan
- Header Optimization
- Site Speed Optimization
- Generative Engine Optimization
- Site Architecture Optimization
- International SEO Optimization
- Voice Search Optimization
- GBP Optimization
- Online Listing Setup & Management
- Link Building
- CRO
- Lead Magnets & Sales Collateral
- CRM Setup & Support
- Lead Generation & Nurturing
- AI Sales & Marketing Agents
- Referral Engagement Program
- Global Sales Enablement Strategy
- Brand Management, Activation & Refresh
- Review Management
- Brand Campaigns
- Leadership Personal Branding in Grow
- Customer Experience Management
- Marketing Strategy & Support
- Proactive Web Support
- Email Marketing Automation
- Social Media Strategy
- Newsletter Email Marketing
- Influencer & Partner Marketing
- Digital Marketing & Advertising
- Content Marketing
Meet Your Tech Stack, AI and CRM Experts
At Big Red Jelly, our tech stack and CRM team are not just implementers; they’re strategists with deep experience in an enormous array of online tools and platforms. From certified CRM consultants to web development wizards proficient in WordPress, Woo, WooCommerce, Wix, Shopify, and other website platforms, our experts are passionate about optimizing your digital infrastructure. We remain ahead of the curve on new technologies, such as the latest uses of AI for marketing, AI for advertising, and AI for lead generation and sales, so your company is always one step ahead. Meet the experts who’ll equip your company with the best marketing technology and marketing automations on the market.
Meet the Team
Why Use Big Red Jelly for Your Tech, AI, and CRM Requirements?
Choosing the right partner for your tech stack, AI, and CRM initiatives is the pathway to long-term success. Big Red Jelly is unique for some very compelling reasons:
Holistic Approach: We don’t just solve one puzzle piece; we integrate your entire tech stack, from CMS and website platforms to CRM and marketing automations, so all of the pieces harmoniously work together.
Expertise Across Platforms: Our team is very experienced with a large variety of online tools, including top CRMs such as Hubspot, Jobber, Housecall Pro, Gravity Forms, Constant Contact, Mailchimp, and many others, along with common website platforms such as WordPress, Woo, WooCommerce, Wix, and Shopify.
Future-Proofing with AI: We aggressively leverage AI for marketing, AI for advertising, and AI for lead generation and sales to build smart, adaptive systems that give you a competitive advantage today and tomorrow.
Customized Solutions: We understand no two businesses are alike. We offer custom tech stack solutions, tailoring website plugins, apps, extensions, automations, integrations, and website dashboard optimization specifically to your unique challenges and growth objectives.
Proven Process & Results: Our systematic process ensures successful implementation and measurable results, allowing you to achieve enhanced operational efficiency, more solid customer relationships, and accelerated growth. We have a stake in your success, providing continuity of support and strategic guidance.
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Learn how to grow your business with marketing tech, AI and CRM optimization
Why Brand Experience Is The New Competitive Advantage
Who is this for? Brands and companies who are looking to make a change their brand management, increase average purchase price, and build relationships with their ideal customers. What we're…
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FAQs about our AI, CRM and Marketing Tech services
What is a "tech stack" and why does it matter for my business?
A “tech stack” is the collection of technologies and online tools your company utilizes to run, market, and sell. It’s vital because an aligned and optimized tech stack powers efficiency, improves customer experiences, and delivers the insights needed for data-driven decision-making, which directly affect your growth and competitiveness.
How do you know what CRM is best for my specific needs?
Our process is a comprehensive discovery process where we ascertain your specific business size, industry, sales process, customer management needs, and budget. From there, we suggest and implement the CRM that is the most appropriate fit for your specific needs, whether that be Hubspot, Jobber, Housecall Pro, Gravity Forms, Constant Contact, Mailchimp, or another suitable platform.
Can you integrate my existing website with new marketing tools?
Yes. One of the key points of our service is ensuring seamless integration of your existing website platforms (e.g., WordPress, Woo, WooCommerce, Wix, Shopify) with new marketing tools, CRMs, and website plugins, apps, extensions, automations, integrations. We create an integrated digital ecosystem where all your tools communicate with one another correctly.
What kind of "marketing automations" do you carry out?
We carry out a wide range of marketing automations, including email sequences for automated lead nurturing, behavior-based personalized follow-ups, sales team workflow automations, social media automated posting, and much more. The concept is to automate repetitive tasks to free up your team for strategic work.
How does "AI for marketing" enhance what I'm already doing?
AI for marketing enhances what you’re already doing by providing predictive analytics for more precise targeting, enabling hyper-personalization of content and offers, automating ad optimization and other such tasks, and improving lead scoring for more efficient sales processes. It enables you to work smarter, not harder, in AI for advertising and AI for lead generation and sales.
What are the benefits of "website dashboard optimization"?
Website dashboard optimization involves streamlining the backend of your website and analytics dashboards to make them more intuitive, efficient, and informative. The benefits include easier content management, quicker access to key performance indicators, a more enjoyable user experience for your personnel, and more insightful decision-making via neatly presented data.
Grow your business faster and more efficiently with AI, CRM optimization and marketing tech optimization.
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