Implementation time: 4 weeks
Together with you, we make the best choice for (open-source) CRM software. We set this up and, if desired, create integrations with your invoicing and marketing software. Includes support during onboarding.
- Data migration
- API
What is included?
- Defining functional and technical requirements
- Mapping processes / user stories
- Selection of CRM packages (long list / short list)
- Comparison of packages (shortlist) and advice
- Implementation of CRM software
- Data migration included (one-off)
- Testing and user training
- Excludes the cost of purchase and use (licence fees)
- We are completely independent and have no vested interest in offering one CRM system over another. The purchase will therefore be made directly by you to avoid any appearance of a conflict of interest
Why implement CRM?
- CRM systems centralise all customer information, giving employees insight into previous interactions, preferences and customer needs
- By leveraging customer data, companies can provide a more personalised and targeted experience
- Tasks such as follow-up emails, reminders and reporting can be automated, allowing employees to focus on strategic work
- CRM systems help teams collaborate more effectively, with clear processes and pipelines for sales and marketing
- CRM tools help with tracking leads and optimising the sales cycle