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Customer Relationship Management (CRM)

Know Your Customers

A Customer Relationship Management (CRM) system is a valuable aid to business strategy.

We can help you to optimise your CRM platform to understand, nurture, and retain your customers.

Your CRM system can provide you with valuable insights into your customers’ characteristics and behaviour and keep track of their communications.

It can also be the foundation for automated business processes which nurture leads, manage existing relationships and save you time. The key enabler for all this is data.

For maximum benefit, the core data you gather must align with your business objectives and marketing plan.

Benefitting from many years of CRM experience, our team can work with you to identify which data will be most valuable to your business and configure your CRM database to collect it.

Customer superimposed with the CRM data they represent for a business.
CRM data dashboard on laptop screen showing customer behaviour and trends

Out-of-the-box CRM setups will present some of your data in a ready-made dashboard.

But you will gain most benefit by customising this dashboard to give you immediate access to the information you find most valuable.

Your less frequently-used reports can also be set up and saved to be run on demand.

We can help you to identify which insights are most important for your business, configure your dashboard and set up your infrequent reports.

We can also create reports for you ad hoc, as required.

We can help you to configure your Keap, Access CRM, Microsoft Dynamics 365 or Hubspot database to:

  • Segment your customers to analyse purchasing behaviour
  • Identify your best and worst performing marketing campaigns
  • Created automated email responses to customer enquiries
  • Automatically send emails to potential and existing customers based on specific criteria and trigger events
  • Create personalised emails, to build a better relationship with your customers
CRM vendor logos - Access, Keap, Windows and Hubspot