Because Your CRM IS Your Business

What a Good CRM System Can Do For You…

Help you to improve sales performance, employee engagement and management decision making.
Help you to develop a greater understanding of the needs of your existing and prospective clients.
Provide users with an intuitive interface which rewards specified and creative engagement.
Help you to automate day-to-day admin processes, workflows and document management.
Help you to develop effective business intelligence and marketing automation strategies.
Help you to integrate your website, social media and back-end office systems.
Provide a coherent conversation between past, present and future states of your business.

What We Can Do For You…

Help you to develop a CRM strategy which maximises your return on investment.
Help you untangle the web of CRM selection and development options.
Help you to manage effective implementation with minimum disruption to business as usual.
Maximise your analytical thinking time with clear, visual, progress and performance reports.
Effectively manage the mapping and migration of your existing data.
Help you to understand support contracts and service level agreements.
Help you to align your current data set with GDPR and ensure ongoing compliance.

What You Can Expect From Us

Culture

We are an unbiased, independent CRM consultancy. We use our database library and knowledge of hundreds of CRM systems to provide our clients with impartial, realistic advice – based on the solutions and providers that best meet their needs. We are transparent and accountable in everything we do; we aim to keep change processes as simple as possible and we strive to deliver substantiated CRM implementation & development projects in manageable, benefit realising stages.

Experience

Our experience stretches back over 25 years – we have successfully worked with small businesses and multinationals as well as charities and not-for-profit organisations. We have implemented CRM solutions for a range of industry sectors across organisational and international barriers. Our consultants have all held senior management positions and have developed effective strategies to overcome the confusion and anxiety which can be caused by software integration projects!

CRM Solutions

CRM Implementation

Whether you’re a start-up enterprise, or an existing business thinking of implementing CRM for the first time – we can help you to compare, choose, adopt and adapt (from the 100’s of providers available) a CRM solution which best fits your unique blend of business requirements.

Switch CRM

If you’ve already set up a CRM system and you’re not sure it’s the best fit for your organisation – we can help you to analyse alternatives then select and integrate an option which will provide you with the best return on investment. We can also cleanse and migrate your company data and help with your other transition goals.

CRM Development

If you feel your CRM could be providing you with a greater degree of business intelligence and marketing automation – we can help you to ask the right questions of your data, revise your CRM strategy and deliver automated processes which are more productive, personalised and profitable.

CRM Advice

If you’d like to learn more about the many CRM options available, how to use CRM more effectively or how to integrate CRM into your organisation without damaging your existing processes or profit margin – our analysts can provide consultation on an as-needed basis to help your business grow and thrive.

It’s About Trust …

…Rob was instrumental in leading a challenging CRM project – taking time to understand our business and helping us to become more profitable…”

HM, MD, Clystnet Ltd

“…Paul was invaluable in helping CMI select a partner to supply our new CRM system…”

TW, CMI

“…Rob was instrumental in getting us organised and working effectively…his strong work ethic and deep knowledge will bring any project to fruition…”

GR, Rezcomm, Airport Direct Travel Ltd

Our consultants are experienced AGILE project managers – qualified to practitioner level in PRINCE2TM and ITIL, and familiar with the working principles of Scrum, Lean and many other project management and service delivery methodologies.

UK Enterprise Award Winner ‘CRM Consultancy of the Year’.

We believe you should have complete peace of mind when commissioning us to manage your CRM project – that’s why we hold professional indemnity insurance with AXA Insurance UK PLC up to the value of £1,000,000.00.

Nominated for a UK Enterprise Award in the Category ‘Customer Relations Management’.

Book Your Free CRM Consultation Today…

Please complete one of the forms below and one of our consultants will be in touch to learn more about your requirements.