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CRM Solutions

At Collier Pickard we take our stance as an independent CRM consultancy very seriously. We believe that promoting one single CRM solution or BI solution as the best fit for any and all organisations is misleading and potentially damaging to the client.

However, we also recognise that our clients don’t want to be bombarded with dozens of platforms to choose from. As such we constantly review the CRM and BI markets to determine which solutions can be classed as "Best of Breed" in their particular category.

From CRM for small companies to enterprise CRM software, independent consultancy Collier Pickard offers a range of top CRM solutions.

We focus our attention on:

  • The SME market
  • The large scale mid-market – sales and marketing divisions of global companies
  • In-Memory BI for analytical CRM
  • Vertical markets – professional services, financial services and the commercial sector

In each area we identify the best solutions for on-premises, privately hosted and Software as a Service (SaaS) systems.

Best of Breed

For a CRM solution to be identified as “best of breed” it must utilise current best-practice thinking in its approach to the market.

Single User Interface

A CRM solution needs a single view User Interface (UI) rather than a multiple view UI. Users must be able to click between opportunities, campaigns, customer service cases, profiles and more, within a single UI rather than separate windows for each task or process.

The single UI represents best practice for user adoption and user understanding of the total relationship they have with their customer - and therefore helps improve customer relationships and identify opportunities for improvement.

Strong Operational CRM

Increasingly, operational CRM is not limited to a single CRM platform but also includes:

  • Email
  • Email marketing
  • Events management
  • Web site lead capture
  • Inbound marketing
  • Smart Phones
  • Dashboards
  • Reporting
  • Business Alerts
  • Workflow
  • Order Processing
  • Financial Sales History

Strong tablet support and web services are becoming as important as Outlook integration and smart phone access. Additionally, good browser access in the solution helps reduce IT support overheads and gives organisations the option to grant access to the database via extranet and other methods.

Industry Standard Databases

"Best of breed" CRM or BI solutions, large or small, must operate on industry standard databases – often the latest version of Microsoft SQL Server. Offline access to the database must be available for laptop users – access anytime, anywhere, on any device.

Software as a Service, On-Premises and Privately Hosted

Software as a Service (SaaS) solutions must include a regular update program from the author and good configuration capability. On-premises and privately hosted CRM and BI solutions need to have a good product roadmap in place to be viable as "best of breed".

The solution also needs good recognition by IT authorities like the Gartner Magic Quadrant and Forrester Research.

Browse the CRM systems we recommend, or get in touch with our CRM team today to discuss your requirements.

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