Customer Relationship Management (CRM)

Grow revenue, accelerate sales productivity, and gain better insight with an effective CRM.

Our CRM services

Whether you need marketing CRM, sales CRM, service CRM, or a mix of all 3, we can help you choose and implement the right integrated solution for you. We partner with Salesforce, the leading sales cloud provider. While Salesforce is a great option in many cases, we will provide an honest and independent view based on your specific needs.

Let us help you select and implement the right CRM for you.

CRM Capabilities

  • Contact Management – Store, organise and communicate with your contacts effectively to build lasting relationships.
  • Lead Management – Attract client leads to inform, and nurture potential customers.
  • Opportunity Management – Track all opportunities for potential sales across the pipeline and convert them into recurring revenue.
  • Sales Forecasting – Track sales and estimate future revenue over a period of time, based on organisation, territory, or salesperson.
  • Sales Reports and Dashboards – A practical suite of sales reporting tools that work together to help you understand, and act upon, your data.
  • Sales Analytics – Identify, understand, and even predict, future trends and outcomes using analytics. Set alerts and respond to churn tendency and revenue downgrade.
  • Sales Force Automation – Automated workflows and productivity tools that create a streamlined sales process to manage business leads, sales forecasts, and team performance.

Benefits of Customer Relationship Management

  • Track and manage customers
  • Accelerate sales productivity
  • Better sales forecasting and reporting
  • Align sales and marketing teams
  • Understand marketing return on investment (ROI)
  • Improved customer service and satisfaction
  • Drive customer loyalty and retention
  • Cross-sell and reduce churn with predictive analytics


Customer Relationship Management is primarily a system for storing customer records and managing interactions with your customers. This typically includes solutions for the marketing, sales, and/or service domain: Marketing CRMs provide tools to generate leads while Sales CRMs nurture leads and opportunities with a plethora of tools and Service CRMs provide tools for customer support.
That depends on your use case. Different systems, including Salesforce and many others, can help across marketing, sales, and service, as well as other domains such as web content and e-commerce. Other solutions specialise in specific domains. Whatever the need of your business, we can help you to choose the right CRM for your needs.
The cost of a CRM system, like any cloud service, will depend on a number of factors including the cost of licenses/subscriptions, implementation, and support. The required number of users, the complexity of the requirements and the integration needs will also affect the final cost.
License prices typically start from as little as £20/user/month, whereas implementation costs for a small or medium business can range from between £10,000 and £50,000 – or higher in more complex cases. We can help you to determine what your needs are and propose the right CRM solution for you.
The time needed to implement a CRM system will depend on your use, integration, and the complexity of your requirements. While a basic cloud service can be up and running in a matter of days, those with customisation and integration requirements can take 2 months or more. For an indication of how long your implementation would take, get in touch!
There are many benefits of cloud that makes it the ideal platform for CRM systems, including a subscription model that scales as you grow, no infrastructure management overheads, constant innovation of features, and speedy implementation. There are very few use cases where on-premise makes sense; get in touch with us for more information and to discuss your specific needs.

Still have questions?

Get in touch – we can help!

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