CRM problems we can help with

Organise, Centralise and Share Data

Many businesses run out of an Excel spreadsheet. They're fast and easy to implement - and the next thing you know, you have 20 of them all performing a different function. Unfortunately, Excel isn't really designed for that - and you've probably lost data, or got the wrong version - or had to wait until someone has finished with it so you can update it.

Excel is great for financial calculations, and a smart operator can get a lot out of it - but it's not a database and it lacks the power and flexibility you need to manage your business.

Our starting point is to have information about your business all in one place. Maintaining this data all in one central location gives your business a clear view of things whether your business is a mortgage company, financial planning firm or telemarketing company.

Everyone needs to know: What's in the pipeline, what have we promised our customers and where is the copy of the quote we gave that client last week.

Kill off the "copy and paste" monster

More and more business is being done over the internet. You might have the best web development team in the world - but you may have to copy and paste information, enquiries or sales leads from your website or email into the CRM before you can track it - and sometimes, it just doesn't happen. We've connected our client's websites to their CRM system to automate gathering of sales leads that previously came in by email.

Capture notes on daily activities

We've found businesses want to capture notes on daily activities (a standard "CRM" feature), and not only this but to also allow contacts, meetings and even emails to be shared and synchronised between Outlook and CRM.

Link systems together

Depending on the business you're in you may have third-party systems such as MYOB. You may also have other non-standard or industry specific systems. We're very experienced at system integration having done work for businesses large and small.

Communicate with your customers - and track it

• Anyone know if John sent out the proposal yesterday? He's in the air at the moment and we can't reach him!
• Have we emailed out all our clients in WA and told them about the conference? Can we even do this?

We can provide the solutions that will allow you to select contacts from your database based on flexible criteria; Send them personalised emails - and track what you sent, to whom - and when.

Manage the Sales Pipeline

What business do you expect to close this month?  What's likely, how much is it worth - and who brought home the bacon.  A common CRM capability is Sales force automation - or put more simply - tracking your prospects, sales leads and opportunities and allowing them to be easily understood, prioritised and followed up.

Replace an unsupported, inflexible or internally developed CRM system

It's quite often the case that someone has written a simple (or not!) system in MS Access (or our old favourite, Excel) to manage customer and business info. We can take these systems and replace them with a more capable, flexible solution - and even keep your data.

Another common case is a commercial CRM that isn't quite flexible enough (not enough fields, or not possible to customise) - in which case we can usually replace it with something that meets your needs and preserve your data too.

Even if the person has left the business, or your CRM vendor does not offer support any more we can help you.

Relevant, realtime reporting

A common issue our clients face (before they engage us, of course) is to produce reports.  If you don't have data in a structured format (like a database or CRM system) production of management reports can take a long time - especially if you need to pull data from multiple sources.

Our team can help you - with either your existing CRM or a new one - to solve reporting issues once and have them available at the click of a button.