Selecting, implementing or enhancing?
Which CRM is right for your business?
A CRM is Customer Relationship Management software that can help you to get the most from the customers you already have, and help you to find new ones.
The marketplace is relatively mature as CRM software has been around since the early 2000s, but there are new entrants and features constantly appearing so it’s important to find one which closely matches your current requirements but also offers you room to grow without having to change platform.
With so many options, it’s difficult to know which one really is the best one for your business.
How can you get the benefits you need, and the return on investment that you expect from your choice of CRM?
Clarity
What business problems do you need to solve?
Insight
What will help you to make better business decisions?
Priorities
Which features & benefits do you need?
Success
What will it look like for your business?
Avoid the Trough of Disillusionment
Many organisations who are 12-18 months into their new software journey find themselves in the Trough of Disillusionment – a stage in the maturity and adoption of technology and applications which is part of Gartner’s Hype Cycle methodology.
Don’t be left feeling like all you have is an expensive contact address book, or just another admin-heavy overhead – and avoid needing to supplement any shortcomings with other tools.
We can provide you with the roadmap that gets your business to actionable insights, by making best use of your data, information and knowledge.
We will get you to the Plateau of Productivity.
What we offer
100% independent
We do not sell software & are not tied to any specific vendors - our recommendations are based only on what works best for you.
Getting Started Call
We'll ask you some key questions about what you need, give you feedback on any shortlist you already have, and direct you towards some useful further resources.
Market Overview Report
Don't waste your time looking into solutions that won't work - let us do the market research for you, and provide you with an options analysis report based on your specific needs.
Mini Workshop
Let's work through your key requirements, using an online collaboration board to prioritise the CRM features & functionality you need to get the most out of your investment.
Extended board access & ebook
Continue your discussions internally using the online collaboration board - then we'll send you the outputs as PDFs, plus a copy of our exclusive ebook "Questions to ask CRM vendors".
Setting you up for success
You'll need to adapt your current processes to really maximise your return on investment in CRM software.
We can help you to bridge that gap, with clarity about your as-is and purposeful action towards where you want to be.