Customer Relationship Management (CRM) is a set of strategies and technologies for managing and analysing a business’s relationships with its customers and potential customers throughout the customer lifecycle. The aim of CRM is to improve business relationships, increase customer retention and ultimately drive sales.

CRM systems come in many shapes and sizes, but usually allow you to:

  • Store and manage lead and customer information (such as contact details, accounts, leads and sales opportunities) in one central, accessible location, eliminating the need for spreadsheets and reducing manual data entry and human error.
  • Quickly analyse data, develop strategies and interact with individual customers or groups in a targeted, meaningful way.

Cloud-based solutions

While many small to medium-sized businesses know that CRM will benefit their business, they don’t have the time or resources to research and evaluate the multitude of options available.

Squirrel Business Hub helps you to find the system that meets your unique requirements. We recommend and specialise in cloud-based CRM software, which is hosted in the cloud and accessible via the Internet. This means that all users can access the same information at any time, and from any device, even while on the road.

The systems we work with include:

Zoho CRM
Insightly
Infusionsoft
ServiceM8
ActiveCampaign
Cliniko

Implementation, integration and training

Once you have chosen the right system for your requirements, we also help you to integrate it seamlessly into your business and use it effectively to realise your business goals.

Our service includes:

  • Obligation-free assessment of your processes and needs
  • Initial consult
  • Recommendations
  • Planning and scoping
  • Implementation and customisation
  • Integration
  • Testing
  • Training
  • Q&A
  • Ongoing support

Want to know more?

Our friendly, experienced consultants are here to help you choose, implement and get the best out of your CRM system. For an informal chat, free assessment or demo, contact us today.

 

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