In order to meet your CRM needs, we offer an end to end process – working with your teams to identify system requirements, researching suitable systems, helping you to manage the procurement process, providing support with data migration and finally optimising the system. We work with many systems including Salesforce, Tessitura, Spektrix and Capsule CRM. I am a fully qualified Salesforce consultant having worked with Salesforce since 2015 and completed the Salesforce Administrator exam in February 2019.
We have particular expertise in data migration for CRM systems and work directly on the data, combining databases to create an input file for the new system which gives us the opportunity to reduce duplicates and neaten the data. We then review the final data in your new CRM system and implement different checking techniques to ensure you are confident with the migration sign off. If you have a complex database or a system which is taking live orders that cannot be paused for any time, we will work with your IT teams to recommend an approach which can be implemented at the point of data migration.
For your research and insight needs, we are experts in quantitative market research and pulling together data from multiple sources to create a holistic view of your organisation. We work with highly skilled qualitative researchers who add depth and uncover hidden insights. If you prefer to conduct your own research programmes in-house, we offer a consultancy service to support you with a really good foundation in what to do – from questionnaire design, to software decisions and advice on how to optimise your reporting. Questionnaire design and the right software is crucial to the success of your insight programmes and getting the set up right at the start can save you hours/weeks of time later on.
As well as supporting you on your CRM and insight journey, we enjoy sharing our knowledge and skills to empower you and your teams.Mary Butlin
Founder & Director
Tel: 01926 298 950