Customer Relationship Management
CRM - what is it?

Turning Customer Data into Business Growth

 

CRM is a way to organise and manage every interaction your business has with customers and prospects in one central place – sounds simple, doesn’t it?

 

This is what every software manufacturer will say to you! There are 100+ systems to choose from.

At its core, CRM software stores customer data and tracks relationships across the entire journey, from 1st contact through purchases to long-term loyalty.

Which one “fits” your business needs?

I always get asked, "Which CRM do I use"? or "What CRM can I recommend?" These questions are “simple” on the surface, but in reality, they are far more complicated to answer. There is no one CRM system that suits every business. And it is possible that your automation journey will involve adopting different systems as your business grows.

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This reality is the basis of why you need a CRM Specialist. I work closely with businesses;

1. You have a CRM system, it's not fit for purpose, lacks user buy-in, and the data is bad

2. You need a CRM, you just don't know which one to use

3. Your CRM/Automation budget is preventing you from choosing the CRM you want

4. You need to change your existing CRM, but you have no idea where to start

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I can help!

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I have been working with CRM systems and Marketing for nearly 30 years. As a CRM Specialist, I can assist you at any/all steps of the process.

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Getting Started;

There are 4 main types of CRM systems;
1)    Operational CRM

Helps automate sales, marketing and customer service

2)    Analytical CRM
-    Focuses on analysing customer data for insights

3)    Collaborative CRM
-    Makes it easier to store customer info across teams

4)    Strategic CRM
-    Centres on long-term relationships and customer loyalty
 

Considerations
A)    It depends on what you use it for
B)    It depends on your specialism and industry
C)    It depends on what you have used before

 

Approach, I provide;

1) Discovery and CRM selection

2) CRM Audit & Health Check

3) CRM Implementation

4) CRM Process Design

5) CRM Automation/Integration

6) CRM Training & User Adoption

7) CRM Management & Ongoing Support

 

Why choose me?

With over 30 years of experience in CRM Customer Management, sales processes, marketing, finance and business systems. I help businesses select, implement, optimise and manage CRM systems that improve efficiency, increase visibility and support sustainable growth.

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Regardless of where your business is within its CRM journey, we always have to keep asking, "Is your CRM working for your business?" Whether it is existing or new.

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Your CRM Journey

Step One - Discovery

Step Two - Review

Step Three - Recommendation

Step Four - Setup & Configuration

Step Five - Training

Step Six - Optimisation

Step Seven - Ongoing Support

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