CRM SYSTEM.
Setup
We will streamline your processes and help you scale and grow your business by giving you the tools you need to manage your contacts effectively. We will help you choose the CRM system most suited to your requirements, taking into account your business processes and objectives. We will then set up your system and import your contacts.
Integration
Training
Support
For information about CRM platforms, see below
Essentials
All the Basics-
Setup of your Customer Relationship Management system
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Consultation on the right system to meet your needs
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System setup that is tailored to your needs
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Training
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1 hour demo/walkthrough
Premium
Our Most Popular Plan-
Setup of your Customer Relationship Management system
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As per Essentials package
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Training
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As per Essentials package
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Support
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24/7 telephone and email support for your CRM system
Premium Plus
Complete Care-
Setup of your Customer Relationship Management system
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As per Premium package
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Training
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Half/full-day on-site/remote bespoke training (depending on requirements)
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Reporting and Consultation
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Monthly report bringing all your key stats together for opportunity maximisation
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Highlighting possible integrations with other systems
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New system features
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Integration with your other systems
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Integration of your CRM system with your other systems, for example, with your cloud accounting system, your ecommerce store, your MailChimp account
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Support
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24/7 telephone and email support for your CRM system and integration issues
* Terms and conditions apply and all monthly packages are subject to a minimum period. Prices based on Capsule CRM with all services delivered remotely. Please contact us so that we can better understand your requirements.
WHAT OUR CLIENTS SAY.
CASE STUDIES.
Reaching New Heights: A New CRM & Project Management System for Swiss Peaks
SwissPeaks, based in Cannock, works with research agencies and end clients alike to deliver research projects (predominantly multi-country and internationally focused) using a combination of technology, excellent data management practices, creativity and innovation. They’ve worked hard to position themselves at the forefront of what they do and work with some big name clients, including the BBC World Service. However, their own project management system was in need of an overhaul to match their lofty status and ambitions, and so they got in touch with us…
Andy Madeley
SwissPeaks
OUR NEWS & VIEWS.
A CRM System is Integral to Growing Your Business
How do you store your customers’ information? A spreadsheet? It’s so important that you capture quality data from your interactions with customers. A spreadsheet just doesn’t cut …
Combatting Stress in the Workplace Using a CRM
Customers are vital to the health of your business and it is important to maintain relationships, whilst ensuring that no leads slip through the cracks.
Project Management with Trello
Trello is an online collaboration tool and provides a simple system for organising and monitoring projects at a glance. Find out how we use Trello to keep client projects on track.