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Independent CRM Consultancy

Your Independent CRM Consultants

How do you find the CRM platform that’s right for your business?

What needs to be in the specification, and implementation plan?

Where are the quick wins? How do you set priorities?

What’s the best way to socialise the project in a way that builds a CRM culture across your organisation?

These questions can be tricky to answer and as CRM brings real benefits to you and your customers, it needs to be done right.

Our CRM consultants have the years of experience and up-to-date market knowledge to help you avoid CRM failure, whether you have a new CRM initiative or you need to rescue your current project.

Take the first STEP by getting our CRM expertise on your project team.

Helping You Make The Right CRM Choice

As the UK’s leading Independent CRM Consultancy, we’re confident that we can put you and your business on the right track when it comes to CRM. Whether you need a rapid installation or advice on a long-term, larger project, the team here at Collier Pickard will help you select the perfect Customer Relationship Management system for your organisation.

CRM Preparation

You need to understand your tactical plans—how you acquire new clients, develop relationships and retain loyal customers—before you start looking at software packages.

If you prepare for CRM in this way, you will be able to identify the features which deliver the highest value and eliminate the “nice to have” items.

The Preparing for CRM Workshop will help you find the answers to key questions about CRM:

  • Is it strategic?
  • Where does it hurt?
  • Do we need perfect data?
  • Where do we go from here?

Get in touch today to discuss preparing for CRM for your organisation

The CRM market is busy and diverse. There are lots of different systems competing for your attention.
Each one claims it has the right features, functions and attitude for your business – so how do you select the right CRM system for you?
Selecting CRM software shouldn’t just be a case of comparing feature lists. Instead, it’s important that as part of the process you understand all the benefits you expect to receive from CRM.
The Selecting CRM consultation package from Collier Pickard has been designed to help you build a business case for a CRM system, form a project team to oversee the implementation and ask the right questions and identify the challenges involved in CRM.
Get in touch today to discuss arranging a Selecting CRM consultation for your organisation.

CRM Selection

My experience told me that the software and the supplier I selected would have to be able to work with us. They would need to be able to respond quickly, and to demonstrate a “can do” attitude.

IT Manager, Hilco Capital

CRM Management

The long term success of CRM projects is directly proportional to the commitment of the Management Team to the CRM platform.

We assist the management team in understanding the wealth of data generated by the system; its focus is operational “best practice”.

Based on this understanding the workshop will assist managers in embedding the CRM platform and relevant tools into their management approach.

  • Communications plans and content for CRM users
  • Management mentoring programmes
  • Internal meeting agendas and reporting guides within the CRM platform
  • Revised KPIs and exception reporting
  • Specifications for automated business alerts and customer-centric workflow

Getting to the perfect CRM system for your business is the result of a well-designed and executed process. Our STEP methodology is the result of over 20 years experience in advising, deploying, and supporting CRM.

Our STEP workshop starts by:

  • Understanding the present and future state of your business and how you satisfy customers.
  • Identifying how you get there and the key stakeholders’ roles in that journey.
  • Only then do we look at the tools necessary to get you to the end goal.

The STEP workshop is designed to ensure that in delivering your Strategy you have deployed the optimal Tactics, and everyone in your organisation is clear on the Execution of their tasks. Only when all these elements are understood and aligned do we recommend the right CRM Platform.

CRM Strategy

Our strategy is to drive shareholder value through sales growth and excellence in customer service throughout our business. Partnering with Collier Pickard has helped us to identify key technologies and business processes that support that strategy.

Ian Fraser, CEO

Not sure which consultation package is right for you?

Sometimes you just need a quick point in the right direction, or a little bit of advice to help progress through your journey, rather than a full CRM consultancy package. We’re here to help!

Contact us today and one of our CRM experts will get your project moving again.

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