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CASE STUDIES

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Transformative Experiences:

Remarkable Case Studies Showcasing the Power of Simplify CRM

CORPORATE TO ENTREPRENEUR

Introducing Dr. LaChelle Wieme: Dr. Wieme is a successful anesthesiologist who faced numerous challenges in scaling her business to the level she desired while also working full-time. Despite her limited time, she strived to transition out of her corporate career and into full-time entrepreneurship, which she found extremely difficult. However, her journey changed when she discovered Simplify - a system that offers her hope and automates tasks that once took precious time.  

With Simplify, Dr. Wieme can now focus her expertise and time on the most important activities while basic operations run seamlessly on their own. Her efforts have been redirected to automating tasks aimed at growing the company, thanks to the system. Moreover, she was able to save money by canceling several independent programs and replacing them with Simplify. The system connects all the moving pieces, including her website, funnels, social media, email, courses, calendar, tasks, invoicing, and group SMS services, allowing them to communicate with one another.  

Dr. Wieme appreciates Simplify's game-changing ability, which has enabled her to level up the delivery of her services and curate a meaningful and purposeful customer nurture process. The system's automated text messages sent to students throughout their course journey have been particularly helpful. Thanks to the automation, prospective clients are seamlessly nurtured and tracked throughout the funnel process, ensuring no lead is lost.  

Making the decision to finally step away from her corporate career has been made easier by Simplify's bird's eye dashboard. Dr. Wieme can easily tell the health of her business and where additional attention should be placed. Nearly everything she uses to run her coaching, consulting, e-learning, podcast, and mastermind events are in one system, allowing her to see all angles of her business in one place. She loves that Simplify is a space her business can continue to grow with cutting-edge industry features when she needs them.  

Dr. Wieme is forever grateful for the confidence and resources Simplify has provided her. Thanks to the system, her transition out of corporate and into entrepreneurship was successful, and she can now run her business more efficiently and effectively than ever before.

A Word From Dr. LaChelle Wieme:

Building my business to the point that I could transition out of my full-time anesthesia career into full-time entrepreneurship was extremely difficult. My time was limited and scaling my business to the level I needed it to be seemed impossible.

The Simplify system has allowed me to automate tasks that once took precious time and offered hope when I needed it. Now, I can focus my expertise and time on the most important activities. Because basic operations are seamlessly running on their own, I am able to redirect the efforts of my assistants to tasks aimed at growing the company as well.

I appreciate the fact that I was able to save money by canceling several independent programs and replace them with one system that connects all of the moving pieces. Now, my website, funnels, social media, email, courses, calendar, tasks, invoicing, and group SMS services are in one place and communicating with one another. It has been a game-changer.

This system has enabled me to level-up the delivery of my services and curate a meaningful and purposeful customer nurture process. I especially love the automated text messages sent to students throughout their course journey, Because of the automation, prospective clients are seamlessly nurtured as well as tracked throughout the funnel process so I never lose a lead.

Making the decision to finally step away from my corporate career has been made easier by the bird's eye dashboard within this system. I can tell with ease the health of my business and where additional attention should be placed. Because nearly everything I use to run my coaching, consulting, e-learning, podcast, and mastermind events are in one system, I can see all angles of my business in one place.

I love that this is a space my business can continue to grow with cutting-edge industry features when I need them. I will be forever grateful for the confidence and resources Simplify has provided so that my transition out of corporate and into entrepreneurship could be successful.

Dr. LaChelle Wieme

Founder and CEO of iAM-Life By Design

Podcast Host

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MILITARY CONTRACTOR

Introduction: As a military contractor, the security and reliability of our CRM system are crucial for our business. We needed a CRM system that could handle our sensitive data and communication, while being protected against ransomware, cyber attacks, and intellectual property theft. That's why we turned to Simplify, a company that offers a military-grade CRM system with robust security features.

Problem: Our core problem was finding a CRM system that could meet our unique security needs as a military contractor. We needed a system that would protect our sensitive data and communication, while being secure and reliable against cyber attacks.

Introducing Simplify: Simplify offers a military-grade CRM system that is highly secure and protected against ransomware, cyber attacks, and intellectual property theft. After a thorough review of their security protocols, we realized that Simplify was the perfect solution for our military contracting needs. Their CRM system is designed with military-grade security features, including robust encryption and multi-factor authentication, ensuring the protection of our sensitive data and communication.

This is where we began solving the problem: With Simplify's highly secure CRM system, we could launch campaigns within a secure environment that prevented ransomware, cyber attacks, and intellectual property theft. This opened up a whole new market to us, which we had never been able to reach before. We were able to create highly targeted marketing campaigns that reached our desired audience with pinpoint accuracy, and track our outreach efforts in real-time, making data-driven decisions about our marketing and outreach strategies.

Results: Our partnership with Simplify has been exceptional, and the results have been outstanding. We have been able to reach new customers, both in the military and commercial sectors, and we're doing so in a secure and protected environment. Our marketing campaigns have been more successful than ever before, and we're excited about the growth and outreach opportunities that Simplify has provided us.

Prove it: Using Simplify's military-grade CRM system, we were able to:

¤ Launch campaigns within a secure environment

¤Create highly targeted marketing campaigns

¤Reach our desired audience with pinpoint accuracy

¤Track our outreach efforts in real-time

¤Make data-driven decisions about our marketing and outreach strategies

Conclusion: Overall, Simplify's military-grade CRM system has been a game-changer for our business. We're grateful for the extra layers of security and peace of mind that it provides us, and we're excited to see where this partnership will take us in the future. We highly recommend Simplify to any military contractor or company looking for a secure and reliable CRM system.

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TV PRODUCTION NETWORK

Introduction: Our TV production network recognizes the importance of staying up-to-date with the latest trends and technologies in the industry. Recently, we partnered with Simplify when we encountered difficulties integrating our necessary software with our current CRM platform. This collaboration not only resolved our technical issues but also revolutionized our marketing and outreach strategies, enabling us to reach more viewers than ever before.

Problem: The Network was facing challenges integrating required software with their existing CRM platform. They had disparate tools that were never meant to work together but they had no other choice. They needed another software that would not integrate and couldn't move forward with their plans. They were stuck and this resulted in limited insights into audience engagement and reduced outreach efforts.

Solution: Partnering with Simplify resolved our integration issues and provided a platform with a wealth of email campaign statistics that we had never seen before. With the ability to track these statistics in real-time, we made data-driven decisions about our marketing strategies. Simplify's expert coaching and training enabled us to add SMS marketing and automation to our outreach efforts. We set up automated SMS campaigns targeting our audience based on their interests and behavior, allowing us to create a cohesive marketing strategy that reached viewers wherever they were.

Results: Since partnering with Simplify, our outreach efforts have more than doubled, and our audience is growing daily. We are reaching viewers we never could have connected with before, and building a stronger, more engaged community around our content. Our responsive customer support team is always there to help us troubleshoot technical issues or brainstorm new ideas for our marketing strategies. We can't believe how far we've come since starting to use Simplify's platform, and it has been a game-changer for our network.

The Big Reveal: With Simplify's platform, we were able to transform our marketing and outreach strategies to reach a wider audience and engage with them on a deeper level. By tracking engagement across multiple channels, we have created a cohesive marketing strategy that has enabled us to grow our network and viewership.

Proof: The results of our partnership with Simplify speak for themselves. Our outreach efforts have more than doubled, and our audience is growing daily. We are reaching viewers we never could have connected with before, and building a stronger, more engaged community around our content. Simplify's platform and responsive customer support team have been instrumental in our success, and we are excited to see where this new level of engagement and outreach will take us in the future.

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CALL CENTER

Introduction: As a call center, our primary goal is to provide excellent customer service and reach a wider target audience. However, our ability to do so was limited by the lack of a reliable and secure VoIP system, and the need to manage our marketing funnels, workflows, automations, lead generation, and email marketing across multiple platforms.

Problem: To overcome these limitations, we decided to partner with Simplify, a platform that offered a highly secure VoIP system with Shaken Stir to prevent spam and show the caller ID as being real to the recipient of the call. We also appreciated the fact that all our marketing efforts were integrated into one platform, which allowed us to reach our target audience wherever they were. However, we needed to ensure that our customer service and outreach efforts could keep up with the expected 70% growth in our market this year.

Introducing Simplify: The first thing that impressed us about Simplify was their VoIP system, which provided us with a secure and reliable way to make outbound and inbound calls. The Shaken Stir feature helped us build trust and credibility with our customers by preventing spam and displaying the caller ID as real to the recipient. We also appreciated the fact that all our marketing efforts, including social media, were integrated into one platform, allowing us to create a cohesive marketing strategy that reached our target audience wherever they were.

Solving the Problem: Simplify helped us take advantage of the expected 70% growth in our market by ensuring that our customer service and outreach efforts could keep up with the expanding business. We were able to track our outreach efforts in real time, make data-driven decisions about our marketing and outreach strategies, and manage our campaigns more efficiently. With Simplify, we were able to respond to customer inquiries and feedback in a timely manner and ensure that our customer service ratings improved significantly.

The Big Reveal: The results of our partnership with Simplify have been phenomenal. We're reaching more customers than ever before, and our customer service ratings have improved significantly. Simplify's excellent customer support and training helped us overcome every obstacle quickly and efficiently.

Proving it: Looking back, we can't believe how much our business has grown since we started using Simplify. From improving our customer service ratings, improving our reviews and gaining our 70% growth margin, we can't be happier.

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HEALTHCARE

Dr. Jane is a gifted healer and transformational service provider who had been struggling to reach a wider audience.

Despite having a wealth of experience and knowledge in her field, she was unable to establish an effective business resilience model to help her connect with potential clients. This all changed when she discovered Simplify's multi-channel marketing solution.

Simplify helped Dr. Jane to improve the customer journey by creating a well-planned and designed delivery system that transformed her customer experience. With advanced follow-up methods and automation, she was able to establish long-term relationships with her clients and offer them a unique healing experience.

The most impressive feature of Simplify for Dr. Jane was having a c-suite view into every aspect of her business metrics and reporting. With automation, her business grew behind the scenes, saving her time, money, and increasing productivity and profitability almost 100%.

Before Simplify, Dr. Jane had been struggling to create a cohesive marketing plan, but now she and her team create advanced follow-up sequences, database reactivation methods, and customer experience campaigns using Simplify's platform.

Her business has grown exponentially, and she now has a thriving practice with a loyal and engaged client base. Thanks to Simplify, Dr. Jane can focus on what she does best, healing and transforming lives, while leaving the business side of things to the experts.

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SMALL BUSINESS OWNER

Introduction of a Small Business Owner: Charlotte is a published author, entrepreneur, and professional consultant who helps businesses scale and leverage their expertise with her knowledge and experience. However, as her business grew, she found it challenging to manage everything, even with an assistant. She struggled for years to gain traction with her social media marketing and email campaigns, until she discovered Simplify's business and marketing platform.

The Problem: Charlotte's business was not growing as fast as she desired, despite her marketing efforts. She needed a more efficient and effective way to connect with her target audience, generate leads, and drive sales.

Introducing Simplify: Simplify is an all-in-one business and marketing platform designed to help entrepreneurs and business owners streamline their marketing and sales process. It offers a user-friendly drag-and-drop interface to create high-converting pages, build funnels, and offers immediate follow-up for conversions on either the desktop or the mobile app without using your personal cell number. Additionally, Simplify provides live support, training and coaching programs and responsive customer support to help entrepreneurs grow their businesses.

Solving the Problem: By using Simplify's platform, Charlotte was able to connect with her target audience in a meaningful way, creating a working relationship that led to prequalified sales. The platform's user-friendly interface enabled her to have high-converting pages that captured the attention of her audience and encouraged them to take action. Additionally, everything was integrated into one platform, streamlining her marketing and sales process and saving her time and energy.

Results: Within just one year of using Simplify's platform, Charlotte's business grew an incredible 400%. She was thrilled to see her hard work pay off, as she made her first sale from someone she had never even met. She could finally manage her entire business more efficiently, and connect with a community of business owners who share her passion for success.

Proof: Through Simplify's guidance and support, Charlotte was able to learn the best practices for using the platform and the latest marketing strategies and techniques. With the experienced team's help, she could get advice on any challenges she faced. In the end, Simplify's all-in-one business and marketing platform proved to be one of the best decisions Charlotte made as a business owner. It helped her grow her business beyond her wildest dreams and connect with a community of like-minded entrepreneurs.

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