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Stage 0 — Starter

Starter CRM Solutions

Business has low take-up of technology, relying mostly on Spreadsheets, Outlook Contacts and Individual best-practice.
Significant time is taken away from business makers to manage BAU, and keep control of internal processes. Great individuals can thrive in this environment, but the business is difficult to keep time consuming to manage and difficult for oversight of reporting, particularly when growing above 5 employees.

What we do next ...

Introduce a strong 'spine' system that will provide a single place to store business information, emails and documents.
Ensure Business Process Flows are reflected in the system — so best practise is across the business rather than only in individuals
Providing structure to the existing business, and management reporting to review performance of the business

Business outcomes ...

Want to discuss more?

Request a call from our CRM Architect.

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  • "Paul has made a real difference to how my team of 24 people record and store valuable customer data and sales opportunities. Highly recommended."

    James, Operations Director

  • "Understanding your business allows us to advise when to implement aspects of CRM and, likewise, when not to."

    Paul McQuillan, Managing Director

  • "Dynamics 365 and CRMCS have made a real lasting difference to our business, allowing us to replace older systems that were holding back our performance."

    Grahame, Chief Operating Officer

  • "James worked well with us to help connect CRM with Outlook and relate how this might benefit our team using CRM for Property Care."

    Natalie, Property Care Supervisor

  • "Matt was really good with helping us run User Testing on the new Compliance Module of our CRM System."

    Tom, Compliance Administrator

Prefer to go old-school?

Write to us using the below addresses.

Head Office
CRM Consultancy
61 Oxford Street
Manchester
M1 6EQ

London Office
CRM Consultancy London
Grosvenor Avenue
London

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