Customer Relationship Management

In today's world of instant gratification a personal response and an understanding of your customer is vital to keep them coming back. To manage and run your business its also crucial to have a deep understanding of your pipeline and marketing effectiveness. We have partnered with Salesforce to implement highly effective Customer Relationship Management (CRM) systems to reduce data entry, increase communication and enable sales - ANYWHERE, ANYTIME FROM ANY DEVICE.


 

Contact Management 


A single, shared, company wide customer profile that all staff can access anywhere, anytime. You can ensure that everyone is looking at the latest information

  • Reduce data entry via integration with legacy systems
  • Capture contacts and leads from website
  • Gain customer insights through Facebook, Twitter and other social media platforms.

 

 

Lead Management


Track all your leads and opportunities from inception to close so that the whole team can see all the information on stages, products, tasks and activities, 

  • Configure with your stages and business process 
  • Convert more leads, more quickly
  • Assign and route leads based on configurable criteria

Sales Forecasting


Get inside your sales pipeline to better understand your script, drive efficiencies and plan your resources.

  • In-line editing
  • Visibility of process overrides
  • Customised reporting categories 
 

Tasks & Activities


Track all the tasks and activities related to a lead or customer. This helps your team manage, share and collaborate, making them more productive.

  • See task status in real-time
  • Increases sharing and communication
  • Makes customer interactions more efficient and seamless across staff and team. 

 

Marketing Automation


Organise your team and processes with automation to ensure a consistent high level customer experience.

  • Trigger tasks based on lead stages and changes
  • Define your own workflow and automate the creation of tasks 
  • Send personalised emails to customers as they move through your sales process 

 

 

Email Integration 


Ensure the whole team can see all communication with a customer and that your team to effective collaborate and meet.

  • Integrate with Gmail or Outlook
  • Emails, meetings, contacts and tasks stay synced

 

 

Ready to Get Started?

We would love to hear from you. Contact us to set up an intial consultation to discuss your project rquriements.

 

 

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