CRM Design, Setup & Implementation

Build relationships, let automation & innovation do the rest.

CRM Strategy That Flows

Whether in sales, marketing, operations, development, finance - these 5 areas are
key to sustainable growth.

Data

• Marketing - segment or target your audiences with a complete view of each customer

• Sales - get insights in to pipeline health & prioritise your outreach.

• Service - create more human experiences with a complete view in to the history of your customers.

• Website - personalise experiences based on a customer view that transcends a page visited.

Content

• Marketing: regardless of where your personas are in their journey, create seamless experiences.

• Sales: enable sales with content that aligns with your goals.

• Service: use content strategy to craft a detailed knowledgebase.

• Website: create content that is optimised for key search terms to be found online via search.

Reporting

• Marketing: understand the ROI of your marketing efforts.

• Sales: forecast, predict and communicate on pipeline health.

• Service: accurately report on CSAT, NPS and other important metrics

• Website: report on the most important metrics that are impacting your bottomline.

Messaging

• Marketing: review pathways to connect people to people via chat or other messaging.

• Sales: help marketers with well-captured points of interaction to help with nurturing.

• Service: learn more about the effectiveness of your customer retention and upsell efforts.

• Website: review consistent messaging and flow from online to your crm.

Automation

• Marketing: nurture contacts and handoff to sales with ease.

• Sales: use automation to nurture warm leads and create opps quicker.

• Service: keep customers happy with timely communications on their tickets.

• Website: use smart lists and other features to enhance experiences.

Our 3-step process

Design

We design the experience you want to create with people, process and platform to develop a comprehensive blueprint.

Build

We use the blueprint developed in the design stage to change the way you work by making your tools work better for you too.

Transform

We work with you on ensuring that the change we want to bring to the way you work is visualised using digital tools everyday.

CRM Software To Enable Strategy

Your CRM is foundational for creating an excellent customer experience and getting the insights you need to drive business success. How your CRM is built has a big impact on how it delivers. The more intuitive the platform is, the easier it is for teams to implement. The stronger the user experience, the stronger your results.

LET'S TALK CRM