Systemisation

• Integrate applications seamlessly, making the transition of tasks and data between applications run smoothly, timely and reliably
• Remove duplication and human error by entering data only once which flows between applications
• Reduce the need to switch between applications to retrieve the data you require
• Improve understanding and collaboration between users and departments
• Applications no longer work in isolation but integrate into other business systems

A CRM system is a central hub of information of customer contacts. It enables you to categorise past customers, current customers and prospects all in one database, and to manage a sales pipeline to predict the value of potential new business.

This detailed contact information can be used to tailor customer communication and marketing campaigns, using customer intelligence such as past purchases, responses to previous marketing campaigns and sector or product specific interests to create highly targeted and therefore more pertinent communications. This approach helps build relationships which in turn, transfer into business.

Use your CRM system to

• Have a better understanding of your customers
• Identify popular or unpopular products
• Tailor marketing messages to customer profiles
• Create tasks and processes to streamline workflow
• Report sales data and pipeline value
• Improve customer retention with tailored communications
• Communicate with customers at the right time
• Measure and monitor sales and marketing activity
• Make better decisions based on customer and sales data
• Set and monitor KPIs

Without formal workflow management, you can guarantee that two people doing the same job will do so differently. Everything is open to human interpretation!

Workflow is a sequence of tasks that need to take place to achieve an end result. This maybe a manufacturing process, a flow of information through a business, or a customer service procedure, to name a few examples. The important objective is to streamline that workflow so that it is consistent, efficient and timely every time.

Workflow management brings the tasks of people and IT operations into harmony so that manual and automated tasks happen in synchronisation with one another. It may require integrating a number of IT systems and applications to join up the flow of tasks. It requires an overview of an entire business or department to appreciate where improvements are needed and can be made, and may involve changing roles or restructuring to deploy the right skills in the right areas of the business.

Workflow management results in

• Improved and more efficient processes
• Better deployment of human resources
• Control and consistency of work output
• Enhanced planning and decision making
• Time savings and cost savings
• Increased visibility of the performance of the business
• Better KPI tracking

For every business we work with, the journey we go on is different. We know that introducing new systems for your business is a one-off specification that will fit your business only.

Our approach aligns with our Client First principle which means we select the best cloud products in the market to meet your organisation’s needs. By taking the time to understand the internal workings of your business, (we call this our discovery phase) and to challenge and question your processes to explore new ideas, only then will we confidently design and implement a bespoke IT system that we know will work. It’s what we enjoy doing, because it’s our area of expertise and we love to see the results.

Finally, we deliver thorough training to ensure all team members are comfortable before going live; a vital element to the success of the project.