CRM consultancy

Ignite sales with our expert CRM consultancy services

With a focus on digital transformation and sales performance improvement, we help businesses by providing strategic advice and tailored guidance to get their business processes working and drive revenue growth through the use of a CRM system.

Whether you feel your CRM is underperforming, your team are not using your CRM effectively or maybe you just need some guidance in taking the first step in your CRM journey, we have the expertise and experience to provide hands-on support and recommendations tailored to your unique business needs.

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What is a CRM consultant and what do they do?

A CRM consultant plays a pivotal role in change management for your business by ensuring that your CRM system becomes an integral part of your organisational processes and has a positive impact on your strategic goals.

Our CRM consultants provide advice on CRM selection, system planning and onboarding, comprehensive training and ongoing support to maximise engagement with your CRM system, enabling you and your team to get the most out of your investment. By working closely with your business, our CRM consultants help identify your unique customer service needs, enabling us to provide guidance on best practices for implementing and utilising your CRM system effectively.

Poor data management holding your business back?

At Firestarter, we understand the frustrations of dealing with disjointed sales and marketing activities, lack of insights into your customer base, and difficulty measuring the effectiveness of your sales efforts. Our tailored CRM solutions address these issues head-on, providing guidance on best processes, full implementation of advanced data analysis methods, and integration services to align your operations.

If your business struggles with:

Lack of visibility over new business opportunities and your sales pipeline
The inability to measure the effectiveness of marketing activities
Outdated systems or relying on spreadsheets for customer relationship management
Data inconsistency and lack of clarity for sales teams

Implement customised CRM dashboards for real-time visibility into sales pipeline and opportunities

Get your team using your system consistently and effectively – while giving you the visibility you need

We help to streamline and automate your processes to boost efficiency and productivity

Hassle-free migration to modern CRM systems from outdated or spreadsheet-based methods

Why choose us as your CRM consultants?

In our 12+ years as an established business solutions provider, we’ve worked with businesses both small and large that have often struggled with the concept of a CRM and how to implement it to support business growth plans. Through our experience and expertise it doesn’t matter to us whether you’re a small business in need of guidance on CRM implementation or a larger enterprise struggling to maximise its potential, we have the skills to help you drive results.

Our seasoned team of CRM specialists offer tailored consultation services to ensure seamless CRM implementation, integration and optimisation. From choosing your CRM to strategic planning & staff training, we deliver the right solutions to meet your unique business needs.

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CRM services that are tailored to your unique business needs

Whether you’re an SME or a large corporate, we reduce the stress of CRM so that it becomes an essential tool for driving productivity and sales growth, enabling you to focus on your core business.

CRM Selection

We understand that every business is different, and with the wide range of CRM choices that are available, it can often be difficult to choose one that suits your business needs. By understanding your business and working closely with your team, we help you make the right CRM selection that aligns perfectly with your goals.

CRM Implementation

Implementing a CRM system is a crucial step in aligning your contact database with the operations of your business, but the implementation process can often be daunting and time-consuming. We recognise the complexities involved in CRM implementation and help you and your team to make the process seamless and straight-forward.

CRM Optimisation

When your CRM system isn’t optimised, you’re at risk of missing out on vital data, such as accurate forecasting and visibility of business development activity. Our CRM optimisation services include custom reporting/dashboards, contact database management, automation, and more, with the purpose of getting your CRM to work for you.

CRM Training

Whether you’re a small to medium enterprise aiming to enhance your staff’s CRM proficiency or a large multi-national corporation looking to optimise your workforce’s CRM skills and usage, our CRM training is fully bespoke to your business needs, ensuring efficient and effective training delivery that drives business growth and success.

Certified HubSpot Consultant

As trusted HubSpot Solutions Partners, your business is in safe hands when it comes to optimising your CRM strategy, ensuring a smooth process whether that be with integration, optimisation, HubSpot training or any of the following:

CRM Data Migration
Data Models and APIs
Platform Consulting
Salesforce Integration
Data Integrations
Client Management

However, if you’re using a different CRM system, that’s absolutely fine with us as we have many years’ experience of working with multiple CRM systems from Salesforce to Zoho, Pipedrive, OnePage CRM and more. We pride ourselves on being CRM-agnostic, meaning we aren’t tied down to just one CRM system soour specialists provide you with unbiased guidance and support, whatever CRM system you are using.

Finding the perfect CRM for you

CRM selection tailored to your needs

We understand that CRM selection can be intimidating, but with our CRM consultancy services we’re here to guide you through the process with confidence and assurance. You can trust us in selecting a CRM system that is a perfect fit for your business needs, here’s why:

CRM-agnostic – We’re not tied down to any one CRM provider, meaning our team of experts can offer you unbiased guidance tailored to your business needs. We successfully work with a wide variety of different systems, and will only ever make recommendations which we believe to be the right solution for our clients.
Tailored consulting – We work with organisations of all shapes and sizes, from multiple industry sectors. Whether you’re a small business or large corporation, operating in B2B or consumer markets, working with a large sales team or managing an online sales process we provide customised recommendations to suit your unique requirements.
Proven track record – With a track record of successful CRM implementations across diverse industries, we have the knowledge and skills to ensure that your chosen CRM aligns seamlessly with your business goals.

Making your CRM journey easy

Migration, implementation & optimisation

The businesses we work with can often be at different stages in their CRM journey. Whether you’re migrating to a new CRM, implementing one for the first time, or seeking optimisation and integration solutions, our expert team is here to guide you.

Our CRM consultants specialise in seamlessly migrating data, providing custom implementation including dashboards and reporting suites, contact management, pipeline management and automated customer nurturing, as well as providing your team with the comprehensive training they need to help get the most of out their CRM system.

Schedule a CRM consultation today and take the first step towards CRM success.

Schedule a CRM consultation

CRM Consultancy FAQs

How can a CRM consultant benefit my business?

If you don’t currently have a CRM system, our CRM specialists provide you with guidance on selecting the right platform for your organisation’s specific needs, and then work directly with you to implement and tailor your chosen system so it works as effectively as possible for you.

If you do have a CRM system, our consultants work with you to make sure you are deriving as much value as possible from it. We do this through a combination of:

Optimisation
Training
Automation
Database management

Which CRM platforms do you specialise in?

We have experience in a wide array of commonly-used CRM platforms, including but not limited to: Hubspot, Salesforce, Pipedrive, Microsoft Dynamics, OnePageCRM, Monday.com and Zoho. Our carefully curated selection of in-house tools and techniques help us to identify the appropriate CRM system for you, and understand the best-practice principles applicable to all CRM systems which allow us to work with any platform in any setting.

Can you customise a CRM system to fit our specific business needs?

Many modern CRM solutions incorporate a high level of customisability, from the type of information you can capture about your customers and prospects, to the reports that they can generate to show you activity and performance metrics.

We are highly experienced at understanding the specific data and reporting needs of businesses and customising their CRM systems to meet these requirements.

Can you help with data migration from our current systems to a new CRM platform?

Yes, this is a process we have assisted clients with many times in the past. We have successfully migrated data from non-CRM or database solutions, such as spreadsheets into new CRM systems, and migrated data from one CRM system to another.

Get in touch today, and let’s chat.

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August 27, 2024

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CRM consultancy