Customer relationship management (CRM)

Centralise and optimise your data to be truly effective

Maximise your business development potential by engaging us to select and integrate best in class CRM solutions. We help businesses of all sizes harness the power of Customer Relationship Management to enhance their outreach and drive growth with a budget that suits every business.

 

Why Choose The Epitome for Your CRM Needs?

  • Extensive CRM Knowledge: With expertise in over 50 Sales and Marketing CRM solutions, we find the perfect fit for your business.
  • Tailored Approach: We understand that every business is unique, ensuring a customised CRM strategy that aligns with your specific goals.
  • Holistic Integration: Our services go beyond simple setup, encompassing full integration with your existing systems and processes.

 

Our CRM Selection and Integration Process

  • Business Analysis: We start by understanding your current processes, pain points, and future objectives.
  • CRM Selection: Leveraging our knowledge of over 50 readily available solutions, we help you choose the right CRM for your needs.
  • Efficient Setup: Our team ensures a smooth and efficient CRM setup, minimising disruption to your operations.
  • Data Migration and Optimisation: We handle the crucial task of migrating your existing data and optimising it for maximum utility in the new system.
  • Integration with Existing Systems: Seamlessly connect your new CRM with other business tools for a cohesive workflow.
  • Training and Support: We provide comprehensive training to your team and ongoing support to ensure successful adoption.

Key Benefits of Our CRM Approach

  • Enhanced Contact Strategy: Develop a more effective outreach program by leveraging your CRM’s capabilities.
  • Improved Business Development: Turn leads into opportunities with streamlined processes and better customer insights.
  • Increased Efficiency: Automate repetitive tasks and focus on high-value activities that drive growth.
  • Better Decision Making: Gain valuable insights from your customer data to inform strategic decisions.
  • Improved Customer Service: Build lasting relationships with your clients through effective CRM utilisation.

What You’ll Receive

  • A carefully selected CRM solution tailored to your business needs
  • Full system setup and data migration
  • Integration with existing tools and processes
  • Customised workflows and automation
  • Comprehensive training for your team
  • Ongoing support and optimisation

 

Long-Term Support

Our commitment doesn’t end with the initial setup. We offer continued support to help you maximise the value and functionality of your CRM investment, including:

  • Regular system health checks
  • Ongoing optimisation recommendations
  • Support for new feature implementations
  • Assistance with scaling as your business grows

 

Contact us today to discuss your CRM needs or book a 30-minute review with one of our CRM specialists.

Business plan development

Create a roadmap for growth and secure potential funding.

Market research and analysis

Understand your target audience, competitors and industry trends.

Customer relationship management (CRM)

Streamline customer interactions and build loyalty.

Partnership and alliance building

Find strategic collaborations to expand your reach.

Pricing and revenue modelling

Optimise your pricing structures for profitability.

Export support

Navigate paperwork and processes to sell internationally.

AI-enablement

Drive lead-generation and personalised engagement.

Ready to achieve your business development goals?

Contact us to discuss your business development improvement requirements, or book a 30 minute business development review with one of our sales and marketing specialists.

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