CRM & Integrations

Expert CRM Consulting & System Integration Services

The Short version

We work with you to solve your business problem, and implement the right CRM to support this by using…

Or…

Selecting the Right CRM: A Strategic Approach

Choosing the right Customer Relationship Management (CRM) platform is a mission-critical decision that impacts your entire business. Instead of starting with a specific technology, our approach begins by deeply understanding your business objectives and challenges first.

We’re platform-agnostic. This means our focus is always on identifying your core business needs, processes, and goals before recommending the right CRM solution. Of course, if you have a preferred platform or an organizational directive, we’ll work with that as our starting point.

CRM Platforms We Support

Spotlight on SugarCRM

SugarCRM stands out with its impressive flexibility and robust automation capabilities. It’s an ideal choice for businesses that need extensive customisation and sophisticated workflows. With a strong focus on data privacy and user-driven innovation, SugarCRM enables businesses to tailor their customer experiences precisely, though optimising its full potential typically requires deeper technical expertise.

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Spotlight on Zoho

Zoho CRM is renowned for its ease of use, affordability, and extensive integration capabilities, making it a go-to platform for small-to-medium businesses looking to scale efficiently. Its intuitive user interface simplifies complex tasks, allowing teams to adopt and leverage CRM quickly. While highly adaptable, more intricate customisations may involve additional applications or extensions.

MORE HERE

To help with an informed decision, here’s a quick comparative overview of other notable CRM platforms:

Comparative overview of other notable CRM platforms
Platform	Strengths	Limitations
SugarCRM	Highly customisable, robust workflow automation, strong data privacy	Requires technical expertise to optimise fully
Zoho	Affordable, extensive integration options, intuitive interface	Advanced customisations may require additional apps
Creatio	Powerful low-code/no-code capabilities, flexible process automation	May have a steeper learning curve for new users
Salesforce	Extensive ecosystem, strong analytics, scalable	High licensing costs, complexity, costly support
HubSpot	User-friendly, strong marketing integrations, great for SMBs	Less flexibility for complex workflows, few customisation capabilities
Microsoft Dynamics	Excellent integration with Microsoft products, robust functionality	Requires significant IT resources, can be costly
Monday.com	Easy-to-use interface, great project management features	Limited depth in advanced CRM capabilities
Zendesk	Exceptional customer support functionality, intuitive	Limited sales and marketing automation features

It‘s a lot. We Get it. Click here and we’ll simplify.

Integration and Customisation

An effective CRM isn’t just a standalone system—it’s a the core of your business that seamlessly integrates with your existing applications. No CRM can deliver its full potential without thoughtful integration. As experienced system integrators, we deeply understand the complexities involved in connecting systems, maintaining data integrity, and ensuring consistent, reliable performance.

We ensure your CRM integrates smoothly with your essential systems, whether it’s Email and calendar, ERP, marketing automation, customer support, accounting, or project management tools. Our approach prioritizes data integrity, security, and scalability, so your integrated systems function seamlessly together, driving genuine value.

How we work with you

Discovery and Analysis: We start with understanding your business, challenges, and goals.
Recommendation: Based on your requirements, we recommend the most suitable CRM platform.
Implementation: We configure and integrate the CRM platform tailored specifically for your business needs.
Training & Support: We provide comprehensive training and ongoing support to ensure successful adoption and long-term success.

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