Collier Pickard works across Creatio, Maximizer, Infor and Pipedrive. We start with the business problem, recommend on fit rather than margin, and stay through adoption.
Trading since 2003, with over 100 clients still running on systems we have built.
We work across Creatio, Maximizer, Infor and Pipedrive, and we’ll recommend a platform we don’t sell if it fits you better.
of combined CRM experience across the team.
600+ successful CRM implementations delivered, from enterprise to SME. We’ve seen what works and what doesn’t, which is what the recommendation is built on.
Get the decision right before you commit to a platform.
Most CRM shortlists get built from vendor demos and a features spreadsheet. At Collier Pickard we assess your processes and your data before any platform is named, so the requirements are yours, the business case stands up, and your board can defend the spend.
Adoption is where CRM projects fail, so that’s where we spend the time.
Configuration is the straightforward part. At Collier Pickard we build around how sales, marketing and service actually operate, migrate the data properly, and stay through training so the system gets used rather than tolerated.
Manual steps between sales and marketing are where leads get lost. At Collier Pickard we design sales and marketing automation around your real process so follow-up happens on time, handovers stop getting dropped, and your reps chase fewer cold leads.
Old systems carry years of duplicates, dead records and fields nobody agreed on. At Collier Pickard we map and clean the data before it moves so the history arrives intact, reporting works from day one, and your team trusts what it's looking at.
Generic platform training teaches the software, not the job. Collier Pickard trains each team on the process they actually run so people know what to do on Monday, questions get answered, and confidence builds before the habit sets.
Usage drops quietly in the weeks after go-live, and nobody reports it. Collier Pickard tracks who's using what and coaches the teams that have drifted so the gaps get caught early, workarounds stop spreading, and your pipeline data stays worth reading.
The system that fits you today is built for the business you are today.
Businesses add teams, products and markets faster than the systems built to run them. At Collier Pickard, we continue to develop your CRM system as your business changes so new teams get set up properly, reporting keeps up, and your board isn’t making decisions on last year’s shape.
We stay involved.
Most of the businesses we work with aren’t sure yet whether they need a new system or a better use of the one they’ve got. That’s the conversation to have first.
Collier Pickard is an independent CRM consultancy based in Kent, working with clients across the UK. Trading since 2003, with over 150 years of CRM experience across the team.
The Old Calf House
Chevening Road, Sundridge Kent, TN14 6AB, UK
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