Your SaaS-y Systems Implementers.
Improving your business’ efficiency & eliminating your tech headache.
Tired of spending time trying to make all of your software and technology work together… or at least work better for you and your team?
Check out the video below to learn how Castro & Co can help!
That’s where we come in!
Like this imaginary scenario, each technology tool and automation was brought into your business to improve productivity and efficiency. The expected outcome is to help your business get more done and to make things easier. And each tool and software comes with its own strengths, advantages, and expertise.
But sometimes when you get them all together, it can quickly become a jumbled mess. Your IT personnel may find themselves having to “MacGyver” workarounds to get software to talk to each other. And your staff may find it frustrating to have to adapt to a whole new way of doing things rather than working with your existing process flow.
As your tech and systems translator, we step up to the table with the ability to understand the “language” of each tool and teach them how to communicate with each other. We also understand the unique capabilities and strengths of each and can quickly assess how they best work together, and in what order.
We look at your overall systems and processes to create streamlined integrations and workflows that work FOR you and your team, not the other way around.
Before long, your tech and your team are all working together smoothly at their highest potential - saving you vast amounts of time, effort, and resources.
As your SaaS-y Systems Implementers, we help you tackle…
Customer Relationship Management Systems So Smooth They Have Relationships With Clients AND other CRMs
CRMs are powerful tools for managing data, improving efficiency, and increasing productivity.
But like any tool, you have to know how to use it. A user focused approach can increase employee confidence and eliminate headaches.
Create Efficient Workflows & Data Entry Automation for Less Eye Strain, Carpal Tunnel and To Spend Less Time Toiling Away
Clicking away at your keyboard or manipulating a mouse is no way to spend your day.
Yes, data entry is key to reliable metrics, communication, and information but it doesn’t have to be a time-consuming, tedious task. Let us streamline how you input so you can also be out putting your efforts into the parts of your business you actually enjoy. Or your toes in the sand at a beach taking a well deserved rest, am I right?
Build Customized Reports and Dashboards So Effective You’ll Marvel at How You Got Anything Done Without Them
Handing you a user’s manual and wishing you the best is downright rude. Your business doesn’t have time for a work wide learning curve. Our job - and responsibility - is to make sure your employees feel confident behind your CRM dashboards on day one. We accomplish this with customized reports and dashboards of real-time data.
With your customized reports and inputs, decision making is data driven and future focused.
Project Management Guidance, Time-Tracking and Scheduling Tools
Hustle and Grind Is a Great Name for a Coffee Shop but a Heck of a Work Mantra. Elevate your project management process with so easy it’s scary tools to track and allocate your time and your team. Ensure your team stays on task and dedicated to deliverables and deadlines!
Improve Customer Experience and Communication
Your customers need to feel seen and the only way, short of a photographic memory (super rare by the way) is impeccable customer insights. By organizing and tracking customer data, communication, and touchpoints in one place, you and your team possess a powerful picture of what your customers need, when they need it and how to make them rave, review, and refer.
Onboard Your Team
If someone says, “let me show you the ropes,” and you think, “I’m jumping ship” - you’re in the right place. Your employees need easy to understand training - heavy on implementation and hold the jargon. Our trainers understand when someone says, “I’ve got it” they may NOT be getting it. Before our job is complete, we ensure your employees have been included in onboarding, training and have their specific concerns addressed.
Ready to go from overwhelmed to optimized?
Time to get SaaS-y. Let’s chat!
Does it feel like your CRM and SaaS** tools aren’t speaking the same language?
Imagine: You walk into an operations meeting. The board room is filled with qualified individuals, each extremely knowledgeable and highly skilled in their role. You look at the team assembled around the table and think, “This is going to be awesome! With a team like this, our productivity will skyrocket.” You start the meeting eager to see what each one has to contribute.
There’s just one problem.
Each member of the team speaks a different language. So as competent as they are, the team cannot communicate with each other. If they cannot communicate, they cannot properly function as a team. And you’re not sure how to bridge that communication barrier.
Ever feel this way about your CRM and SaaS tools?
**What are SaaS tools? SaaS refers to “Software as a Service”. Examples: Calendly, Google Workspace, Hubspot **