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 store information about customers and leads. They 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.

Finding the right CRM system for your business

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 achieve efficiency.

Our services include:

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

CRM systems in action

See how some of the real-life businesses we’ve worked with have benefited from implementing a CRM system:

Case Study: CRM improves property developer’s reporting and efficiency
Case Study: Streamlined systems help travel agent to deliver personalised service
Case Study: Zoho CRM customisation helps flooring company improve forecasting
Case Study: Mobile CRM helps distributed agricultural sales team improve communication

Ask Squirrel

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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