INDEPENDENT CRM CONSULTANCY

      With so many CRM options out there, you may be struggling to know where to start. We'll help you find the right CRM solution for your business, to help you engage with potential customers and maintain existing business relationships effectively.

      Your CRM must match your business objectives

      We believe a CRM solution should make it much easier for you manage your relationships with prospective and existing customers. This means it should highlight potential opportunities for you to engage with prospective customers and it should ensure that you keep in touch regularly with your existing customers. 

      We'll spend time learning about the way you do business and what kinds of activity you need to track, in order to be effective and provide value to your customers.

      In a nutshell, which CRM for what?

      Every CRM system is unique and is designed to serve a specific business need. Here's a quick overview of some of the CRMs we work with, according to your specific business needs:

      If your priority is to...   then consider...
      Manage your team's sales pipeline Pipeliner CRM
      Manage your marketing, sales and service activity Salesforce
      Manage your customer service Salesforce
      Manage your own pipeline Nimble
      Manage teamwork and projects Insightly
      Manage your field service team Workforce.FM
      Need help selecting or implementing a CRM system

      Need help selecting or implementing a CRM system?

      If you'd like some help with selecting or implementing a CRM system, please call (07967) 620215 or contact us to arrange an informal chat to discuss your needs.

      Case studies

      Manage your sales pipeline
      Cmyuk

      The CMYUK printer consumables sales team is providing even better service to their clients, now that they're using Salesforce to manage their sales pipeline and customer service issues.