CRM (Customer Relationship Management). A system which allows you to store your customer and prospect data in a secure environment allowing visibility of marketing activity and accurate sales pipeline reporting.
Providing independent CRM advice, consultancy and support. We can help with CRM selection, project management, implementation, training and support and development for many CRM Systems. Whether you are looking for a new CRM system (no matter what budget you have
Merging and deduping? Selecting, transferring and preparing? Not sure just how big the data migration project is? Stuck with loads of duplicate records? Legacy CRM system? Selecting, preparing, extracting and transforming data and permanently transferring it from one platform to
Need help choosing a CRM?
We provide independent CRM consultancy and honest advice based on your companies needs and budget
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What Our Clients Say
Very comfortable giving Julie a recommendation as an experienced and intelligent Sage CRM Consultant. Julie was co-opted into a project to resolve some issues left over from the previous contractor, and get the project back on track. This was achieved in a professional and timely manner, with the client benefitting from a successful resolution to a complicated system and data migration project.
I have known Julie for many years now and it has always been a pleasure to work with her. She has in the past set up our CRM system and is currently working on a project which I have commissioned. She has always been dutiful, diligent and knowledgeable in her field and will always suggest new ideas to assist in the running of my Company with regards to efficiency and cost effectiveness. Long may our relationship continue !
I’ve worked with Julie and found her to be a highly organised and efficient person. Her company is well run, with great staff and premises. Julie looks to maximise opportunities and work with local businesses. On a personal level, Julie is a fun, highly engaging person, a real people person and very straightforward to deal with.