Getting started on a new CRM platform can be a bit of a nightmare. Whether you’re transitioning from an existing platform or just getting started, there are a huge number of essential elements to get right. Making mistakes at this stage may mean more that losing a few leads through the transition, it can also mean a long term nightmare for you and your team if you aren’t able to properly communicate with customers.
That’s why we offer a full CRM installation and setup service. Importing essential information, hooking up sources of leads and providing training for you and your staff to hit the ground running.
Every CRM is different
There are a ton of CRMs out there. Some are very specialised to different types of business or sector, some are very powerful but need a lot of customisation to correctly meet the needs of an individual needs. As your business no doubt got at least some very unique requirements, we can help you marry your CRM to your marketing. We’ll make sure the functionality you need is correctly set up, help you hook it up to the sources of your leads and make sure you know how to get started. We’ve worked with tons of small businesses so we can help you avoid making mistakes and quickly get you on the road to CRM mastery.
CRM integration Service
with in-house web developers and a range of technical expertise we can help you get your CRM fully integrated. The point of a CRM is that it collects all your leads into a single, easy to use system. For some businesses this can make a huge difference, especially if leads come from a variety of sources, such as your website enquiry and contact forms, phone calls and emails as well as social media. For businesses the make sales online, we can help you link the dots between your CRM, support desk and eCommerce platform, helping improve customer satisfaction and retention. If needed, we can help you get your CRM fully hooked up, tracking leads from your website and making sure they get through to you. In many cases it’s possibly to link up CRMs to project management systems, accounting software or other digital platforms that are essential to the day to day running of your business. It’s essential that all these systems play nicely together, saving you time and reducing the risk of human error. We can also help you set up your email system so that your responses to leads from from the correct email address. From phone numbers to shared inboxes, we can help you get the more technical side of your CRM up and running, so all you have to do is sit back and reply to your leads.
CRM Automation Setup
Many CRM’s offer fantastic time saving functionality through automation. The creation of tasks, or sending of messages, when certain actions or time delays have taken place mean that no-one gets forgotten. It also saves typing out exactly the same “just wondering what your thought about our recent quote” message several times a day. Those minutes add up. By working closely with you to understand your full sales process, we can often find ways to automate actions. You may be able to convert leads that, in the past, you’ve completely given up on. meaning you can still get a return from the cost of acquiring them. We’ll look at your bigger marketing campaign, helping set up drip email campaign, ad retargeting or whatever else can tick over in the background to bring in more business without extra effort from you.
Moving to a new system is always a bit of a learning curve. While CRMs are generally simple and effective once you’ve got to grips with them, they aren’t always immediately intuitive to all users. There can also be some incredibly useful tools baked in that can often go unused if you don’t know about them. That’s why we offer both in person and remote CRM training. Your sales team don’t need to be software experts because we can run through the basics and make sure everyone is up to speed on the sales process for your business. We can help you set up the workflows that you need to make sure no leads slip through the cracks. Mis-understandings early on can lead to long terms costs if leads get missed or functionality isn’t appropriately utilised. We can help reduce the mental effort of learning a powerful system and reduce the risk of costly human error further down the line.
Frequently asked questions
After several months testdriving some of the best online accounting and invoicing software solutions available to small businesses, here are some of the best options
- Recommended online invoicing and accounting software: Freeagent made by Edinburgh-based developers.
- Along with invoices and estimates, FreeAgent can handle timesheets, expenses and if you choose to import and annotate bank statements you can complete your HRMC TAX return and submit it online
- Update: April 2014 – We are now using Xero for online invoicing and has been working well for us so far – we will keep you updated