Let me introduce myself, I’m Thom Poole, founder of CRM Audit™.
With over two decades of experience working with businesses in a
wide range of sectors, we focus on auditing, designing and
implementing Customer Relationship Management (CRM) systems,
tailored to the unique needs of your company.
Whether you’re new to CRM systems or contemplating an upgrade
due to system limitations, You should look at all options – off-the-
shelf and bespoke systems!
Off-the-shelf CRM system options offer a budget-friendly entry, many offer scalable solutions, but the costs can escalate as your business grows. Custom system can be more expensive up-front, but deliver EXACTLY what you want and need. We offer a highly successful project management service to build the ideal system for you.
Here’s why our CRM audited solutions work:
- Tailored to your needs: Whether you choose off-the-shelf options, or a custom CRM system, we make sure that the system you get meets and even exceeds your requirements.
- Scalability and flexibility: Knowing CRM systems as we do, we can deliver the platform that scales and adapts as your business evolves.
- Enhanced user experience: Your CRM system prioritises user-friendly interfaces and tailored functionalities, easing the onboarding process for your team. We can also create and deliver in depth training for you and your team.
- Greater control and ownership: When you are in charge, you can control every aspect of the system. If you choose an off-the-shelf package, you have the support of any agency, but you still need to understand what you are using. If you opt for a custom CRM system, you will trained in all aspects of it to make your future actions and decisions your own. No dependency on others.
Are you ready to discuss how a CRM system can transform your business? Our audit will identify the best solution for you. We can provide you with a RFQ, training brief, or a comparison between the system you have, and the one you should have. Just contact us for more information.
Glossary: Audit Process, Business Transformation, Comparison Report, Customer Relationship Management (CRM), Custom CRM System, Dependency, Flexibility, Implementation, Off-the-Shelf CRM, Onboarding, Project Management, Request for Proposal (RFP), Request for Quotation (RFQ), Scalability, System Limitations, System Ownership, Tailored Solutions, Training Brief, User Experience (UX), Vendor Support