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Are You New To CRM?

Those who are new to Customer Relationship Management (CRM) may find it daunting when first approaching the concepts and technologies behind it.

That’s why we, at CRM Insights, work with you to understand your needs before you take the plunge.

By identifying key areas of your business where a CRM system could help improve your productivity, Customer Service Management, Sales and Marketing potential, we help you grow.

If you are struggling to keep on top of client calls, using different systems to input data or you just don’t know how to measure the performance of various departments within your business, you’re ready to begin your CRM journey.

What You Need To Know:

Conducting research to find the right CRM system does not guarantee a successful implementation – It takes time, determination and money. The main reason a CRM strategy will fail is user adoption, which is why we’ve created a “CRM Discovery Workshop”.

The Benefits:

Developing a CRM strategy based around your specific requirements and creating a company-wide CRM culture will mean you will have a complete view of your business and never have to miss out on a sale again.

An effective CRM system gives you the control you need to grow your business at the pace you want.

An effective CRM strategy helps you decide how, when and where to spend your marketing budget cost effectively. It also helps you to:

  • Manage your contacts effectively.
  • Target your prospects with offers that are relevant and timely.
  • Ensure existing customers feel valued.
  • Manage your pipeline.
  • Monitor buying trends.

CRM is particularly powerful when it’s integrated with your email marketing as it allows your sales team to see what individual customers are most interested in and thus manage their follow-up calls accordingly. Find out more about our email marketing service here.

For more help, advice and news, see our blog here

For more information call us on 01733 902340 or email us at

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