So, just like the title says – you’re researching CRM options and you don’t know where to start. The world of CRM can be a minefield for someone that doesn’t know what they’re looking for. We’ve written a lot of content on this topic over the years, but the straightforward answer is that you start with us.
Why Collier Pickard?
Our senior team has been together and working in the CRM industry for more than 30 years, we’ve seen every CRM imaginable from when they came kicking and screaming into the world, to them maturing into highly advanced organisational machines. As Independent CRM Consultants we will look at your business and find the best CRM options for you.
For the quick and easy reads, here are a few of our blogs to help you get started:
- CRM Help – Where Should You Start?
- CRM Help: The Basics
- I need help in selecting CRM software – where do I look?
- CRM Pitch Template for Maximizer CRM
I’m not going to waste your time by repeating what’s already been written in the other blogs, but the basics are –
CRM is everything that you need to Acquire, Retain and Develop your customers.
How can CRM help?
What that means is CRM allows you to run the marketing campaign to attract new customers, it helps you track all your interactions (emails, calls, customer service cases, invoices, etc.) with current customers helping you retain and then develop them.
When looking at all your CRM options, you need to decide what you want from that system – what problem are you trying to solve? If all you’re looking for is a basic CRM to track your contacts and interactions, then you shouldn’t be spending thousands on a system. However, if what you want is a system that can integrate with your tech stack, automate processes, and provide advanced business analytics then there are plenty of options for you as well.
Whatever your need, there is a CRM out there for you.
We offer a no-obligation, 30-minute call with one of our consultants to help you figure out which system is the best for you, if we don’t have a qualified team for the CRM that is right for you, then we will put you in touch with the people that do. If we do have the qualified team then we can support, you from the beginning to the end.
If you already have a CRM system and it’s not quite delivering how you want it to, we can also help there.
We have developed a short survey to help you figure out how well your organisation is using your CRM and where you can improve, if the results are that you have outgrown your current CRM system, then we can get you started on finding a new one, but it might just be that you need to come at your current CRM from a different angle.
So, fill in the survey and we can take it from there – CRM Maturity Assessment.
