Sales & Marketing System Design
If you have no Sales and/or Marketing system in place then we can help you to design a sales and marketing solution that adds value to your business using award winning tools and an experienced team of consultants and technicians.
Designing new sales and marketing systems involves understanding the processes that relate to the sales and marketing activities of your business. These can be split into the following areas:
Business and Workflow Analysis
By working with you and your colleagues we work to gain an understanding of your sales and marketing departments and how you want to operate moving forward. This is then documented and forms the basis of the sales and marketing system design.
System Configuration and Customisation
Based on the information generated from the workflow, the system that you choose can be configured to match your business processes and objectives.
Data Import
Many companies have data stored in many different spreadsheets and databases and want to consolidate this in the new system. We can import this data into your new system ready for you to use when the project goes 'live'.
Creating Standard Templates
Part of the benefit of a CRM system is that you can create standard templates that can be used throughout your sales and marketing departments. This has the benefit of saving time for staff (not re-inventing the wheel) and also ensures a consistent company image with everything that you send out, essential for marketing.
Generating Reports
Putting data into the ssales and marketing system is only half of the story. Reports help you to convert that data into meaningful information helping you to monitor your sales and marketing Key Performance Indicators (KPIs). Based on your requirements we can generate these reports for you.
Installation
Once the new sales and marketing system has been configured we will install all of the necessary software on servers, workstations and laptops as appropriate. We offer a range of training services as we feel that this is the key to a successful CRM implementation. If users are confident about their system, they are much more likely to use it. We provide training for both users and administrators and we also offer 'train the trainer' schemes for larger organisations.
Change Management
The majority of new sales and marketing systems will involve a change in your internal processes. We can help to manage that through both training but also with help in setting up and documenting these processes and procedures with you.
Project Management Reviews
Throughout the early stages of the project we schedule regular reviews to ensure that everything is on track. But it doesn't end there. As you start to use the system, it is likely that you will want to make modifications as you become familiar with the system and find different ways of working. We encourage regular reviews to address these needs and ensure that you get a sales and marketing system that maps to your business.
