CRM Systems

CRM system design and implementation

From customer service management to automated marketing funnels and business-to-business pipelines, CRM systems have grown to become robust business modules that enable full-scale customer relationship management digitisation. Forward-thinking enterprises have fully realised the importance of CRM systems, with the global CRM market expected to reach a size of more than $80 billion by 2025.  

Streamline operations and enhance customer experience with a CRM System

Enhanced customer experience 

A CRM system consolidates customer data, providing a 360-degree view of the customer, thus enabling personalised interactions, timely responses, and proactive service. 

Improved sales and marketing efficiency 

CRM systems streamline the sales process from lead generation to conversion, enabling sales teams to manage leads, opportunities, and customer accounts efficiently. Additionally, it helps in creating targeted marketing campaigns, tracking their effectiveness, and managing leads and contacts. 

Data-driven decision making 

With a centralised repository of customer data, CRM systems enable businesses to generate insightful reports and analytics, helping in making informed decisions and optimising business strategies. 

Working hand-in-hand throughout the CRM implementation process  

01

Requirements scoping

This initial phase involves a thorough analysis of your business’s specific needs, challenges, and objectives. We conduct comprehensive interviews with key stakeholders, analyse existing processes, and identify gaps and areas for improvement to ensure that the CRM system will be aligned with your business goals and operational needs. 

02

CRM selection

Based on the detailed requirements gathered, we meticulously select the most suitable CRM system that aligns with your business goals, scalability requirements, and budget constraints. This involves a comparative analysis of different CRM systems, evaluating their features, customisation capabilities, integration options, and total cost of ownership. 

03

Implementation

This phase involves configuring and customising the CRM system to align with your business processes and workflows. We set up the necessary modules, customise fields, forms, and workflows, and configure user roles and permissions to ensure that the CRM system is tailored to your organisation’s specific needs.

04

Data migration

This critical phase involves migrating existing customer data from your current systems into the new CRM system. We develop a detailed data migration plan, clean and transform the data as needed, and then carefully migrate the data into the CRM system, ensuring data integrity and completeness. 

05

Training and handover

In this phase, we provide comprehensive training to the end-users and administrators to ensure they can use the CRM system effectively and efficiently. This includes training on the system’s features, functionalities, and best practices for managing customer data, leads, opportunities, and campaigns. 

06

Ongoing support

After the CRM system is live, we provide continuous support and optimisation to ensure that the CRM system evolves with your business needs. This includes regular system audits, performance tuning, feature enhancements, and resolving any issues that may arise. 

Insights

Core CRM Modules, tailored to your requirements

Audience list building

Enables the creation and management of segmented audience lists for targeted marketing and communication efforts. 

Automated email marketing flows

Allows the creation, automation, and tracking of email marketing campaigns to nurture leads and engage customers. 

Insights and reporting

Provides detailed analytics and reporting on customer interactions, campaign performance, and sales activities to make data-driven decisions. 

Pipeline building

Facilitates the creation and management of sales pipelines to visualise and track the progress of leads and opportunities through the sales process. 

Contact management

Centralises all contact information, interaction history, and communication with customers and leads. 

Task and activity management

Helps in scheduling, tracking, and managing tasks and activities related to leads, opportunities, and customers. 

Lead management

Manages the entire lifecycle of leads from capture to qualification to conversion. 

Opportunity management

Manages and tracks sales opportunities, including tracking activities, managing documents, and forecasting revenue. 

Campaign management

Facilitates the planning, execution, and tracking of marketing campaigns across various channels. 

Customer service and support

Manages customer service requests, tickets, and communication to ensure customer satisfaction and loyalty. 

3rd party system integrations

Enables seamless integration with other business systems such as ERP, accounting, and marketing automation tools. 

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