CRM Consultant
Streamline Sales, Automate and Grow.
Our expert team will help you navigate the complexities of CRM implementation, ensuring seamless integration tailored to your unique needs.

  • Streamline customer interactions
  • Enhance sales and marketing efficiency
  • Foster stronger relationships through communication and automation.
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Why CRM Matters

Why invest in customer relationships?

Whatever stage your business is at, there may be huge amounts to gain by switching to the right Customer Relationship Management system. These systems collect your leads, such as from emails and phone calls, so you can reply to them all within a single platform. This enables you and your team to closely track and share how your leads and customers are doing to boost customer conversion and satisfaction. Having used every option on the market we believe we offer the most informed CRM consulting Manchester can offer.

Benefits:

  • Streamline your processes and enhance customer engagement
  • A centralised hub to manage relationships and interactions effortlessly.
  • Automate repetitive tasks to free up valuable time for your team,
  • Enable data-driven decision-making through insightful analytics
  • Foster collaboration among your staff for a unified approach to customer service
  • Ensure that no lead is ever left behind in the hustle of daily operations.

 

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CRM Consulting SErvice

Our CRM Consulting Services

Having worked with all kinds of small businesses, we can identify the needs of your team, whether you are a one man band and need to keep track of your leads while onsite, or a large scale office with dozens of sales and support staff.

To start with, we’ll help you work out what the buying process is for your customers, what info do they need and what can you do to convert them? We’ll help you get to grips with your sales process is so that you can respond to the types of lead that you get, helping you collect everything into one place and working out how to deal with them. If you’ve invested in the marketing to get leads in the first place, you don’t want to miss out on any opportunities once you’ve got them. Investing in a CRM can help you get more return from your marketing investment by helping you convert more of these leads into paying customers. It can also save you time, instead of fiddling around with a million searches in your inbox, or writing down phone numbers on post-it notes, everyone can get instant access to exactly what stage your leads are at.

We’ve got loads of experience implementing the best practices for nurturing leads and converting them to sales. We’ll find out what functionality you need to stop valuable leads slipping through the cracks. Not only is it easier to keep track of lead sin a single place, where you can quickly catch up on the recent contact you’ve had, we can help you find out if automatic messages or alerts can help you keep in touch and close the final deal. If needed, we can help you create contract templates, or scope out the needs of your leads in more detail, efficiently establishing if they are a good fit for your services.

1. CRM Strategy & Planning

Developing a solid CRM strategy is fundamental to truly understanding your customers and nurturing long-term relationships that drive business growth. At Alloy Marketing, we see CRM planning as more than just implementing software – it’s about aligning your people, processes, and data to deliver personalised customer experiences and actionable insights. We work with you to define clear objectives, map out key customer touchpoints, and identify the most effective tools for your business. Our strategic approach turns everyday customer interactions into meaningful engagements that increase loyalty and fuel sustainable growth. Let us help you unlock the full value of your CRM by putting your customers at the heart of your business.

2. CRM Selection & Implementation

Selecting the right CRM system is a crucial step in enhancing customer engagement and streamlining your operations. At Alloy Marketing, our experienced consultants take a consultative approach to help you assess your specific needs, evaluate suitable CRM platforms, and guide you through the implementation process from start to finish. Whether you’re adopting a CRM for the first time or upgrading an existing solution, we ensure a smooth transition with minimal disruption. Our hands-on support and staff training promote high adoption rates, equipping your business for improved efficiency and long-term success in an ever-changing marketplace.

3. CRM Customisation

Maximise the performance of your CRM with tailored customisation designed to fit your unique business needs. We understand that no two organisations are the same – that’s why we collaborate closely with you to adapt workflows, features, and integrations that support your specific goals. From enhancing the user experience to automating repetitive tasks, our bespoke CRM solutions help streamline operations, improve productivity, and free up your team to focus on what matters most: building stronger customer relationships. Let us transform your CRM into a strategic asset that powers your growth.

4. Data Migration & Integration

Transferring and integrating data into a new or existing CRM can be complex – it doesn’t have to be. Our expert team handles CRM data migration and system integration with precision, ensuring your valuable information is preserved, cleaned, and optimised for ongoing use. Whether you’re switching platforms or syncing with existing systems, we make the process seamless and stress-free. The result? A unified, reliable data environment that enhances business insights, eliminates silos, and supports smarter decision-making. Trust us to manage the technical side so you can focus on driving your business forward.

5. User Training & Support

Empower your team with practical, hands-on CRM training tailored to your organisation’s needs. Our user-focused sessions cover everything from system fundamentals to advanced functionality, ensuring your staff are confident and competent in using your CRM to its full potential. Ongoing support is always available to troubleshoot issues, answer questions, and adapt to evolving business requirements. We help embed CRM best practices into your daily operations — boosting adoption, efficiency, and customer satisfaction across the board.

6. Ongoing Maintenance & Optimisation

CMR Consulting Services

Keeping your CRM system running smoothly and effectively is vital for maintaining strong customer relationships and operational efficiency. We offer proactive maintenance and optimisation services that ensure your CRM evolves with your business. From data hygiene and system updates to process improvements and performance reviews, we help you stay ahead of changes in customer behaviour and technology. Our continuous improvement approach means you’ll always be ready to respond, adapt, and grow – while delivering consistently high levels of service to your clients.

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Moving to a new CRM is a big investment.

Not only can it be costly to start paying for and setting up a CRM, the mental effort of learning a new system is not to be underestimated. There’s always going to be a learning curve when you go to a new platform and we can help you make sure you are on the right one. If you have to change platform again in a few months, or you find a system can’t scale with your business, the cost of changing can be eye watering. It’s much better to get onto the right CRM first time, as picking the wrong one can cause major issues, from taking too much time to perform frequently needed tasks, to losing leads you really should have converted. As your business grows, your needs may change, we can help you plan for the future by making sure that your CRM is suitable for the growth of your business.

We will impartially line up the best CRM options for your business, outlining the differences in cost, functionality and long term scalability so you can make an informed decision. Our recommendations will take into account any queries or concerns you may have about each platform and we can offer practical feedback on what it’s actually like to use different systems – we’ve tried a fair few ourselves. This is so that you can pick the best system for you. There are loads of CRMs out there, some for very niche business models, some very simple or generic and some more complex and costly. Because we’ve worked with a range of sectors, from fitness to engineering, we can help you find the best way to keep in touch with your customers.

CRM Setup Services

The benefits of moving to a better CRM can be huge.

Even if you are already on a basic system. Not only does it save you and your staff time and mental effort – all the info you need is right there in front of you – leads that might otherwise have been lost can go on to become loyal customers. A CRM can help you get off on the right foot, helping you to establish prompt and appropriate contact and taking that first step on the path to a long term business relationship.

The best setup, training & CRM consulting Manchester has to offer

Once you know which platform to go for, we can help you get started on it. From linking up your CRM to your website and phone systems, to providing practical training on how your team can get the most out of the system.

If you’d like help getting up and running with the perfect CRM for your business’ needs, get in touch with our friendly team today and arrange a consultation. We’d be delighted to meet you.

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Hire a Customer Relationship Management consultant to help with your business today

Transform your business landscape by enlisting the expertise of a customer relationship management consultant who will guide you in reshaping your connections with clients.

Our tailored strategies focus on enhancing your communication channels, streamlining workflows, and fostering enduring relationships that boost customer satisfaction. By doing so, you will not only improve customer loyalty but also drive significant revenue growth. Embracing this innovative approach will provide you with the tools to remain agile in a dynamic market, enabling you to meet evolving customer needs effectively and cultivate a thriving business environment.

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CRM

Packages

There are a ton of benefits from teaming up with and experienced CRM Agency

FAQs

Answers to your frequently asked questions about our CRM consulting services.

CRM Consulting

What kind of training do you offer for CRM users?

We offer training sessions for your team to help them understand how to use the CRM effectively. This can include user training, best practices, and ongoing support to address any questions or issues.

What is the typical process for a CRM consulting project?

Our process typically begins with a discovery phase, where we evaluate your current CRM setup and gather insights into your business needs. We then provide recommendations, assist with implementation, and offer training and support for your team.

What is CRM consulting, and how can it help my business?

CRM consulting involves assessing your business’s customer relationship management processes and systems to improve efficiency and customer engagement. It can help streamline your operations, increase customer satisfaction, and enhance your marketing efforts.

We work with a variety of CRM platforms, including Salesforce, HubSpot, Zoho, and Microsoft Dynamics, among others. We can assist with both cloud-based and on-premise solutions.

What are the costs associated with CRM consulting?

Costs can vary depending on the extent of the consulting services required, the size of your business, and the complexity of your CRM needs. We offer tailored quotes after assessing your specific requirements.

How long does a typical CRM consulting project take?

The duration of a CRM consulting project can vary widely based on the complexity of your business needs and the size of your team. Generally, we aim for an efficient process while ensuring thoroughness and effectiveness.

How do you stay updated with the latest CRM trends and technologies?

Our team of experts regularly participates in industry training, webinars, and workshops to stay informed about the latest trends and technologies in the CRM space. This ensures that we can offer you the most current strategies and tools.

How do you measure the success of a CRM implementation?

Success can be measured through various indicators, such as improved customer satisfaction, increased sales funnel efficiency, and higher customer retention rates. We provide actionable insights based on these metrics.

How do you ensure ongoing support after the consulting project is completed?

We offer packages for ongoing support, including regular check-ins, updates, and additional training as needed, ensuring that you maximize the benefits of your CRM system long after implementation.

How do you customise CRM systems for specific business needs?

We assess your business processes and requirements to tailor the CRM system accordingly. This may include custom fields, workflows, and reporting features to ensure the system aligns with your operations.

How do I know if my business needs CRM consulting?

If you’re struggling with managing customer relationships, tracking sales leads, or if your current system is inefficient, it may be time for CRM consulting to help identify solutions and streamline your processes.

How can I get started with your CRM consulting services?

Simply contact us to schedule an initial consultation where we can discuss your current CRM situation and specific needs. We’ll work with you to create a tailored plan to enhance your customer relationship management efforts.

Can you help with data migration to a new CRM system?

Yes, we assist with data migration from your existing systems to ensure a smooth transfer of customer data, sales leads, and any historical records without any loss or discrepancies.

Can you help with CRM implementation?

Yes, we provide comprehensive support throughout the implementation process, guiding you through the installation, setup, and training required to ensure a smooth transition.

Can you assess my current CRM and suggest improvements?

Yes, we can conduct a thorough assessment of your existing CRM setup, identifying areas for improvement and providing a detailed report on how to enhance its functionality.

Once you’ve picked a platform we’ll provide an estimate for import and setup services.

Absolutely not, we’d always recommend a solution suited to our clients’ needs based on rigorous analysis of features across different platforms.