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 within a single system. This enables you and your team to closely track and share how your leads and customers are doing to boost customer conversion and satisfaction.
CRM Requirement Scoping
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.
Independent & impartial CRM advice
Moving to a 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 for customer satisfaction
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.
Setup and Training
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.
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