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CRM stands for Customer Relationship Management, it’s a tool designed to help you manage all of the data associated with your business. It’s a place to manage all of your leads, contacts and it can help you visualise your pipeline giving you the headspace to see where your business is going and help you meet your objectives.
Getting your CRM setup correctly is the deciding factor between a useful piece of software and a hassle. We can setup any CRM to work with your systems exactly how you need them to.
Our development team can connect your website with your CRM to ensure you never miss a lead again and ensure the most accurate data is collected.
Once you’re up and running with your new CRM our team can continue to support you to ensure you get the full benefit for your business.
CRM integration is the connection between your customer relationship management (CRM) software and applications you use. This is what make a CRM so powerful, with the right integrations your entire marketing and data management suite can become connected saving you time, bringing you impactful insights and helping you grow your business.
There comes a point where you look around and see data split across five different spreadsheets, three associates are trying to manage your clients and nobody has visibility on projects or sales.
This confusion and disorganisation can cause delays and confusion within your team and prevent your business from reaching its full potential.
A CRM provides a space to manage all the data of your business in a simple way to allow you to make smarter decisions. Implementing a management system like a CRM can be the difference between staying as a small business and moving on to the next level.
A big data challenge is coming for businesses of all sizes across the UK. Online platforms are moving to a more privacy focused data collection model which means that you will potentially see less about your customers than you’re used to. With the arrival of requirements like Consent Mode v2, it’s no longer a given that you’ll be given a complete user profile to help you with your marketing.
A CRM can help address this gap by collecting information about your customers, helping you see the bigger picture and make the most of the customer data you do have. If you aren’t using a CRM to collect and analyse your user data, you’re missing out and leaving valuable insights on the table.
Like any piece of software, there are many CRMs that have different features and focuses.
The right CRM for you depends on what you’re looking to get out of the software.
Some CRM systems are designed to help manage sales pipelines, others are designed to produce detailed revenue reports and some have been created to power intelligent email campaigns to increase your sales.
Our team will work with you to find the right CRM for your business and needs, that will not only be a powerful resource for your team but works with your budget. We’ll then advise on all of the connections and integrations needed to make the platform work with your workflows. Whether that’s through the creation of a custom API or using a platform such as Zapier to move data between systems.
I've used Joe's talents on several website projects and he's never failed to deliver. His speed, talent and methodical approach to web design is what sets him apart. If you're looking for an outstanding web designer who is responsive and has a good attitude look no further than Joe.Drew Clayton – Social Gains
Great service from Joe. Worked on a few sites for us now and nothing is ever too much trouble to sort. Highly recommend.Kristian Derrick – Ashton Estate Agents
I could not recommend Purple Orbit highly enough. Joe and his team have made the process from web design to web development a seamless process and i could not be happier with the final outcome. Purple Orbit will certainly be getting all my future web design & development work. The team also helped me set up my marketing and technical integration to my CRM system, so that new enquiries transferred straight from the website into our CRM system. 10/10 from us.Christopher Goodman – Debt Support Direct
Excellent work, goes the extra mile and always makes positive suggestions and improvements.Giles Button – Amplify Sales
When you start using a CRM you can expect:
Think of a CRM system like a super-organised filing cabinet for all your business information. Instead of searching through messy spreadsheets, everything you need is in one place. This saves time and makes it less likely for mistakes to happen.
A CRM system helps keep your information up-to-date and correct. When everyone uses the same system to enter and update data, you avoid having old or wrong information. This means all of your decisions are made on correct data rather than hunches and best guesses.
Customers like it when you know them well. It’s been shown time and again that good customer service is what helps a business stand out and succeed. With a CRM, you can see everything about a customer in one spot. This helps you give them what they need faster, like good support, knowledge of their preferences and a smooth service. When customers are happy, they keep coming back.
A CRM system is great for selling more. You can see who might buy from you with data insights such as demographics, buying journeys and popular products. This information can help you tailor your sales message so you send the right message at the right time.
Marketing works better with a CRM. You can group customers based on what they like, so your messages are more personalised. Also, you can see how well your marketing works and change it if needed or run tests based on customer demographics. This helps your business grow faster and see greater return from your marketing spend.
If you’re not sure which CRM is right for you, we can go through your options to help craft the perfect data management solution for your business.
We have experience recommending, integrating and training business on how to use a CRM effectively. We are experts in well known CRM systems such as: Hubspot, Zoho, PipeDrive, GoldMine, FLG and some more custom CRMs for specific sectors.
Wherever you are on your CRM journey we’re here to help you grow and make the most of your data.
Got a project?
We’d be happy to go through your project to develop a tailored strategy for your business, designed to help you reach your goals 💪
Give us a call for a chat on the number below or fill in the form and we’ll be in touch soon!
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