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CRM Optimisation
Bringing clarity to your sales and marketing activity
Your CRM system is a tool which should give you and your teams complete visibility over customer relationships, sales activity, and growth opportunities across your business. However, all too often, users feel that engaging with the CRM is just something that they “have to do”, rather than viewing it as a tool which adds value to their day-to-day lives.
Our CRM optimisation services allow businesses to unlock the full potential of their CRM, whether it’s HubSpot, Dynamics 365, Salesforce, Pipedrive or any other leading CRM system our expertise help support smarter decision making, improved operational efficiency and sustainable sales growth.
Why does CRM optimisation matter?
Many organisations invest in CRM technology but often lack the internal capacity and expertise to ever truly get the most out of their system. When an organisation lacks the capability to effectively implement a consistent approach to CRM optimisation, systems quickly become cluttered with poor quality data, which in turn leads to a loss of trust in the system.
Our CRM optimisation services offer that strategic and coherent approach where your business will benefit from a CRM system which works for users and teams at every level of the business, giving you high-quality data, a single source of truth for customer information, and more streamlined and effective sales and marketing operations.
CRM optimisation services
In our experience, CRM problems rarely stem from the fundamental capabilities of the system itself, but rather the way in which those capabilities have been configured and are currently being utilised. Our CRM optimisation services remedy issues by promoting utilisation and aligning your CRM to your sales processes.
Data health check and audit
We carry out a discovery exercise to understand your business, with a specific focus on your sales and marketing practices and processes, which we will use to inform a subsequent assessment of your current CRM environment to identify inefficiencies, unused functionality, data quality and process alignment issues, and opportunities for improvement.
Database management
Our team will work to establish and maintain accurate, high-quality records by implementing best practice approaches to data management and governance, tailored to your specific business needs. This includes database cleansing, de-duplication, data standardisation, record segmentation and ongoing data management services.
Custom reporting and dashboards
Using our extensive experience in leading and managing sales and marketing teams, we create bespoke dashboards that provide visibility across your sales pipelines, business development activity, marketing performance and forecasting, enabling you to make informed decisions using the data which matters the most.
CRM automation
Many CRM systems have automation capabilities which can reduce manual workloads and ensure data quality is maintained. We design and build automations that take care of repetitive, time-consuming and easily missed tasks, allowing your teams to spend more time engaging with customers, and less time on administration.
Sales process & workflow alignment
Your CRM should be set up to support your sales processes, not complicate or frustrate them. We review your existing sales processes, understand the fully capabilities of your CRM system, and then work to align the two through mapping sales stages, automating tasks to align with your operational goals and team requirements.
User adoption & training
In our experience, even the most well-configured CRM platform won’t perform well if users are not proactively engaged in using it. We provide practical training and guidance to help your teams not only confidently use the system but also encourage them to embrace the CRM and derive maximum value from its capabilities.
Organisations we've worked with...
Benefits of CRM optimisation
By investing in our professional CRM optimisation services, you are making an investment in measurable improvements across your organisation.
■ Improved data accuracy – Gain confidence that your records, reports and forecasts are reliable and up to date.
■ Better business visibility – Access meaningful insights into pipeline performance, customer engagement and business development activity.
■ Enhanced user adoption – Make your teams more productive in a CRM environment which is as simple, intuitive and aligned to their way of working as possible.
■ Increased efficiency – Automate routine processes and reduce the time spent on manual administration as far as possible.
■ Stronger forecasting – Make informed strategic decisions using accurate pipeline and revenue data.
■ Greater return on investment – Maximise the value of your CRM platform by utilising its capabilities more effectively.
Our approach
We take a structured and collaborative approach to CRM optimisation, helping businesses transform their CRM into a powerful sales enablement tool. By improving data quality, streamlining processes, implementing automation and enhancing reporting, we give sales teams greater visibility of their pipeline, opportunities and performance.
Our approach ensures your CRM supports consistent sales activity, improves forecasting accuracy and enabled informed decision-making, helping your team focus on building relationships, converting opportunities and driving revenue growth.
Discovery & assessment
We begin by understanding your existing CRM environment, business objectives, processes and reporting requirements. Once we’ve grasped your current setup, we then work with key members of your team to discover current usage, needs and desired outcomes from this assessment.
Audit & recommendations
Our specialists identify areas for improvement and provide a clear optimisation strategy and roadmap based on your business priorities.
Implementation
We implement any agreed changes, working with your existing technical resource where relevant, with enhancements including data cleaning, automation, reporting and dashboards, workflow improvements and system configuration changes.
Testing and validation
All our updates and optimisations are carefully tested to ensure the processes function as expected, and that teams can work effectively within the system.
Training and enablement
We deliver guidance and training to support user adoption and ensure your team gets maximum value from the CRM.
Continuous optimisation
Using a ‘test and measure’ approach, we will continue to refine and optimise your CRM to ensure it continues to support your business growth and performance.
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Organisations worked with globally
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Different industries we've supported
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5-star reviews on Google
Get started with a free CRM consultation today
Please fill out the form below, and one of our CRM specialists will contact you shortly.
Get Started with a Free CRM Consultation today
Please fill out the form below, and one of our CRM specialists will contact you shortly.
Frequently asked questions
What is CRM optimisation?
CRM Optimisation is the process of improving a CRM system’s structure, configuration, data quality, reporting and automations, and then ensuring successful user adoption of the optimised system. This process allows you to maximise the effectiveness and business value of your CRM system.
How do I know if my CRM needs optimising?
In general, if you or other members of the team are experiencing any level of individual frustration with the CRM system, this is a strong indicator that you would benefit from a CRM Optimisation project. Common sources of frustration include poor data quality, inaccurate reporting outputs, low levels of user adoption and engagement, inefficient business processes and limited or inaccurate visibility of sales performance or customer activity.
What CRM platforms do you support?
We are platform agnostic and have extensive experience in working across a wide range of CRM platforms. Recent projects have seen us work with clients in Microsoft Dynamics, Hubspot, Salesforce, Pipedrive, Zoho, Monday and OnePageCRM to name just a few.
How long does a CRM optimisation project take?
Our project timelines vary significantly depending on the scope of improvements required and the complexity of the CRM environment itself. Following an initial assessment, we will provide you with a clear project execution plan and indicative timescales before proceeding further.
Can you improve our CRM reporting?
Yes, developing reports and business dashboards is a core element of our services. This element of our work is delivered by senior level sales and marketing leaders, who understand the metrics which will matter most when helping you to gain accurate insights from your data.
