CRM

CRM stands for client relationship management. When you nurture stronger relationships you have the ability to build stronger links with existing clients and start building relationships with prospective clients. Thousands of SME’s use Sugar day in day out to manage the sales cycle, marketing campaigns and support.

Through years of working with businesses and assisting with the implementation of SugarCRM we have gained a thorough understanding and depth of knowledge which means we are likely to have had experience of providing the type of solution you are looking for. If not, we will work closely with you to help you achieve your goals.

A consultancy day will give you access to one of our experts, through a site visit we will analyse the way you currently work, look at what you need to achieve in the future and then following this will provide a detailed action plan to help you move towards your next goal.

Cloud hosting or in-house:
We can have you up and running with a cloud CRM package in a matter of days. We have servers that where we will install and configure the system, taking the responsibility out of the hands of your IT manager.

Technical support is offered via our head office in Taunton via a team of highly experienced Sugar consultants. Depending on the package you take from us, there are different levels of support available.

Implementation can handled at your site, we will project manage the process.

Data migration from existing CRM packages such as ACT!, GoldMine, Maximiser is available, so you won’t lose any of your existing data.

Training for users and administrators is essential for a smooth transition.

As SugarCRM is an open source solution, there are many modules already available to help you achieve your goals. If there’s not a module available we will work with you to create the bespoke solution you need for your business.

We have had many projects where we integrate SugarCRM with existing programs at our clients premises, so whether you’re wanting to share data with Sage 50 or any other finance package, this is all possible.

If you’re looking to take full advantage of some of the modern systems available, we can offer integration with our hosted telephony systems. This can offer an unrivalled way of communicating with your customers and suppliers. When the two systems are fully integrated you will have the ability to click to dial, calls recorded and stored against the clients records and more besides.

Get in contact...