Some of our CRM projects
Our CRM services are designed to help businesses streamline customer management, enhance engagement, and drive growth by implementing and optimising powerful, user-friendly CRM platforms tailored to their unique needs.
Open University - Salesforce Setup
We successfully implemented Salesforce Sales and Marketing Cloud for the Open University, transforming their customer engagement and communication strategies.
The project involved creating a unified platform to streamline multi-channel communications and enhance personalised interactions with prospective and current students.
By integrating Salesforce technologies, we introduced a new customer journey approach that improved efficiency and delivered a more impactful experience for their audiences.
Our CRM builds
CRM Setup
We have extensive experience in building/upgrading CRM platforms for customers including Open University, Mumble Books, Hair Extension Cave, and others.
We have experience implementing via various CRM platforms including Zoho, Salesforce, HubSpot, Dynamics, CapsuleCRM, and Monday.com.
Mumble Books - Custom CRM Setup
We built a custom CRM for Mumble Books, designed to centralise all their customer data from multiple eCommerce platforms into one unified system.
This solution streamlined their operations by providing a single view of customer interactions, purchase history, and engagement metrics, enabling better decision-making and personalised marketing efforts.
The custom CRM not only improved efficiency but also empowered Mumble Books to deliver a more cohesive and tailored experience for their customers across all channels.
Salisbury Chamber of Commerce - Management and Support
We provided support for CapsuleCRM and Zoho CRM to help automate key processes within the Salisbury Chamber of Commerce.
This included streamlining member management, event registrations, and communication workflows, reducing manual effort and improving overall efficiency.
By integrating and optimising these CRM platforms, we enabled the Chamber to focus more on engaging with members and delivering value to the local business community.
CRM Services
CRM Consultation and Strategy
We provide expert advice to identify the right CRM solution for your business and align it with your goals
CRM Implementation
Seamless deployment of CRM systems tailored to meet your business’s unique needs and workflows
Custom CRM Development
Building bespoke CRM solutions designed to fit specific business requirements, ensuring maximum flexibility and functionality
CRM Integration
Integrating your CRM with existing tools like email platforms, eCommerce systems, and marketing software for a unified workflow
Data Migration Services
Ensuring a smooth and secure transfer of customer data into your new CRM system without any loss or disruption
Process Automation
Automating repetitive tasks, such as follow-ups and reminders, to save time and improve efficiency across teams
CRM Customisation
Tailoring CRM features, dashboards, and reports to suit the specific needs of your business and teams
Sales Pipeline Management
Helping you track and optimise your sales pipeline with tools to manage leads, opportunities, and deals more effectively
Customer Segmentation
Setting up advanced customer segmentation within the CRM to enable targeted marketing and personalised communication
Reporting and Analytics
Implementing customised reporting tools to provide insights into customer behaviour, sales performance, and campaign success
CRM Support and Maintenance
Offering ongoing support to ensure your CRM system runs smoothly, with regular updates and troubleshooting
CRM Training and Onboarding
Providing comprehensive training for your teams to ensure they fully understand and utilise the CRM system effectively
Marketing Automation Integration
Connecting your CRM with marketing automation tools to streamline campaigns, track engagement, and enhance ROI
Customer Feedback Management
Setting up tools to capture, analyse, and act on customer feedback directly through your CRM platform
Scalable CRM Solutions
Designing and implementing CRM systems that grow with your business, ensuring long-term value and adaptability
Blue Spark Publishing - Social Automation Platform
Blue Spark Publishing needed a way of advertising their hundreds of hobby/sports websites in an automated way. We implemented a platform that took inputs like Google News, content searches, and procured data, and converted them into social sharing posts for auto sharing on Facebook, Twitter, LinkedIn, Reddit, and Tumblr. The whole process was heavily automated to speed up output and create consistent marketing materials.
Packitsafe - Custom CRM Setup
We developed a custom CRM for Packitsafe to centralise and manage their communication with customers across multiple channels, including email, phone, and social media.
This system provided a unified view of customer interactions, enabling their team to track conversations, improve response times, and deliver consistent messaging.
By streamlining communication workflows, the CRM enhanced Packitsafe’s customer relationships and supported their goal of providing exceptional service across all touchpoints.