Business Relationship Toolkit Specialist
CurrentMany businesses jump at the first CRM system they come across especially if it's free (to start). They dive in to load their data and then give up some short time later when it doesn't do what they want. Sure, it looks like a customer database but what does it DO for the business?At CRM.direct we take the time to listen to business owners and their staff explain the current business practices and processes and then find out what they want to achieve with a CRM system. Only then would we offer any solution - which may be a CRM solution but just might be a spreadsheet!A CRM is just a glorified database. It's not until you use Work Flow to automate many of the mundane, repetitive tasks that a CRM system comes alive. The key is understanding your Lead conversion process or your Sales opportunity stages. CRM.direct can help you put your processes into practice.We customise the CRM to follow existing business processes - not introduce another system that looks bright and shiny but that staff won't use. We will also integrate with existing systems such as MailChimp for email marketing, Xero online accounts, and many more.
