Independent Experts in the CRM Industry

We help customers with their existing CRM systems or help you to decide which is the best one for you.   We can install, develop, support and train employees to use your CRM system including Act!, Pipedrive, Sage CRM, Salesforce, Infor Saleslogix, MS Dynamics, SugarCRM and so much more.  Julie Mallam has been involved in CRM systems for many years.  View Julie’s LinkedIn profile here

We are a team dedicated to ensuring that whether you have an existing CRM system or whether you are looking to adopt a new CRM product or upgrade, you can expect the best independent expert consultancy and advice so you achieve the right CRM system in terms of performance, filtering and segmentation capabilities, sales and marketing and accurate reporting features based on your requirements.

Our CRM Expertise

Knowing that just getting a CRM system installed is not enough to ensure it works for you the way you want it to – data is an important factor in how well the system performs and data preparation is key to your CRM success. We can help you bring all your disparate data sets together, merge, dedupe and segment data to allow for clever marketing within your existing CRM system or if you are exporting and looking at migrating to a new system we can help you.  We can also provide onsite training and monthly support.

Specialising in emarketing – we can design and create branded emailers for you to use in either MailChimp, Swiftpage or Mailerlite.