Get your customer data really working for you

CRM Implementation and Management

You are sitting on a gold mine of information about your customers. Ready access to your data creates the base for improving your own processes, sales drivers and your customers’ experiences. We can help you choose & implement the right CRM to improve your decision making.

A CRM is a digital means for managing the relationship between an organisation and its customers, and automating many of the processes involved. A centralised system allows for:

  • improved processes through faster retrieval of information
  • better access to information for decision making
  • better service delivery
  • reduction in costs for storage & retrieval of paper records

 

CRM Setup

We can set up a CRM to make the most of the information you have about your customers. Ready access to your data creates the base for improving your own processes and your customers’ experiences. Note that costs associated with your CRM account are note included here. Scroll down to see our Done for You CRM Management packages. Note that costs associated with your email marketing account are not included here.

Starter

  • Business requirements
  • Strategy creation
  • Cleanse current database
  • Data mapping
  • Transfer data
  • Testing
  • Customising milestones
  • Customising actions
  • 1 hour training
  • System review
Book Now

Power

  • Business requirements
  • Strategy creation
  • Cleanse current database
  • Data mapping
  • Transfer data
  • Testing
  • Customising milestones
  • Customising actions
  • 2 hours training
  • 2 system reviews
Book Now

 

CRM Management Done for You

Keeping your CRM up to date is paramount to the success of your system. Adding opportunities, actions and workflows helps keep you on top of your projects. Updating interactions with customers means you know exactly what’s going on and can continue to provide the best experience possible.

 

CRM Basics

  • Adding new contacts
  • Updating interactions
  • Adding opportunities & actions
  • Sync with email database
  • Incorporate customer feedback
  • One activity report per month
  • Data auditing
  • Support
  • Strategy meeting (1 hour)
Book Now

Campaign Turbo

  • Adding new contacts
  • Updating interactions
  • Adding opportunities & actions
  • Sync with email database
  • Incorporate customer feedback
  • Four activity reports per month
  • Data auditing
  • Support
  • Weekly strategy meeting (1 hour)
Book Now