Your website is the best way of engaging with your customers, make sales, capture required information. Ensure you do this in the most effective and engaging way to maximise your conversions.
Store all of your customer data in one CRM system. Your CRM allows you to guide your customer and staff through your business processes smoothly ensuring a satisfying customer journey. Within CRM systems you can also implement automation to improve the volume of customers you can deal with without needing to hire more staff.
API’s can easily remove any manual data entry and data transfer within your business. API’s are designed to allow two separate systems to communicate and interact with each other without any user involvement. This will save you a large amount of time and money and is recommended for all businesses.
We can help with:
Had an overly complex enquiry management system that was duplicating data across 3 databases.
Removed an unnecessary database and integrated their Website directly to their Enquiry management system to cut out the middle database they had before. Saving them money on hosting costs.
Were sending physical packs to customers to get signed and were receiving a poor response rate.
Integrated their CRM system with an E-sign provider. They are able to send and receive their digital signed pack within minutes, saving them postal costs, time and increasing their conversion rate.
Had 150 users using an old legacy CRM system
Helped choose a new CRM system that had all features they were looking for. Helped design and build a system process with workflows and integrations. Then processed to migrate all data from their legacy system to their new CRM.
A manual customer journey on their CRM with multiple touch points.
Streamline the customer journey and added automated decisions, customer notifications and workflows to reduce the touch points needed by staff members.