Setting up a new CRM (like HubSpot, Salesforce, Zoho, etc.) or migrating existing data into a centralised system. This includes customising fields, workflows, dashboards, and reporting to fit the client's specific business needs

Why this matters: Creates a single source of truth for customer data, eliminating silos, improving data accuracy, and providing a 360-degree view of each customer.

Extracting data from disparate sources, cleaning it (removing duplicates, correcting errors), and importing it into the new CRM

Value to Your Business:
Ensures data integrity and usability, preventing issues with reporting and personalisation

Providing comprehensive training for sales, marketing, and customer service teams on how to effectively use the new CRM, along with ongoing support to ensure high user adoption

Value to Your Business:
Maximises the ROI of the CRM investment by empowering employees to leverage its full capabilities

Connecting the CRM with other essential business tools (e.g., email marketing platforms, accounting software, customer support tools, e-commerce platforms) to facilitate seamless data flow

Value to Your Business:
Automates data transfer, reduces manual effort, and creates a more efficient and integrated tech stack