What is a CRM?

A Customer Relationship Management system (CRM) is a software system that replaces all of the spreadsheets and databases that a business uses to track client/prospect data and houses it all in one location that is accessible to team members.

Connecting all of your sales, leads and customer data, the system stores all communications (such as calls, emails, and meetings), quotes, documentation, and activities associated with a given client or prospective customer.

By tracking an unparalleled amount of complex customer data, a CRM can help identify high value leads and manage existing customer relationships, ensuring that you are providing the best sales/service experience.

We have business software experts in London, Cambridge, Norwich and Great Yarmouth who can integrate a bespoke CRM system into any business.

Create Your Bespoke CRM With Us

Save Time Through Automation

A bespoke, integrated CRM solution automatically pulls through key data, communications and activities related to a client/prospect, as well as triggering tasks for your account management team, saving a significant amount of administration time manually inputting data, checking up on account progress, and managing customer communications.

Better Data Collection & Reporting

By automatically collecting and storing a plethora of customer/prospect data, it is far easier for managers to report on performance and identify pain points in their sales/customer management processes.

Increase Customer Retention

By tracking your customer communications, you can better manage client engagement and ensure that they are each receiving the best possible service.

When using spreadsheets to manage this data, customers can often slip through the cracks and go weeks or months without receiving any communication. With a bespoke CRM, automatic alerts can be set up to ensure that each customer is regularly contacted to maintain satisfaction.

Convert Higher Quality Leads

A bespoke CRM can produce lead value scores based on business profiles and past conversion data, allowing your team to easily identify high-priority, valuable leads to target to improve workplace solutions.

By then being able to track and co-ordinate communications through the CRM, you can increase their likelihood of converting these high-value prospects by ensuring regular contact, and that everyone in the sales team is up to date on the lead’s progress.

Fill in the contact form to book in a conversation and we will: