CRM Consultancy and Training Services


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Ask yourself these questions:

  • Are you juggling using excel sheets and outlook to keep track of contact information?
  • Are you finding it hard to keep track of all the interactions your company has had with your clients via email, phone calls etc?
  • Do you use different systems and double your workload ?  For example you may use Mailchimp for your mailing list but you may also have a separate contact list in excel and these may not match.
  • Are you able to capture leads automatically from your website and keep track of communications?
  • Are you finding it hard to keep track of your potential sales and current projects? Do  you have an idea of your current sales pipeline?
  • Do you find it hard to keep track of  different contact types?
  • Do you know who are your best customers and which products and services are selling best?
  • Do you create quotes and invoices manually?

Wouldn’t it be great if you could have an assistant to handle all these things?  Well a good CRM strategy coupled with a tool that has been configured correctly CAN do all these things for you.

We provide consultancy and training to businesses to assist them:

  1. Build a CRM strategy
  2. Identify a suitable CRM solution
  3. Increase revenue through implementation of a CRM solution,
  4. Improve the rate of client satisfaction through implementation of a CRM solution,
  5. Achieve significant savings in operating costs through implementation of a CRM solution,
  6. Identify the business processes which they would like to automate through a CRM solution
  7. Assist with configuration to ensure the business processes are mapped correctly into the CRM solution
  8. Identify areas of integration with their website to capture leads, service/support requests, online payments etc.

Contact us to find out more about our training programs and consultancy services.

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Learn how a CRM system can help you to:

  • Have all your customer information in one central place.
  • Gain valuable insights to close more sales
  • Save time and improve productivity
  • Market more efficiently- generate more leads
  • Track interactions, get automated reminders

“Thank you Vish for the advice and support. Implementing the CRM made an immediate impact on the way we manage our customers” --Jacqui Warnock, Fremantle Chamber of Commerce