The operations and management team:
I'm Alex Lacey, the Webmaster at CRM Audit™ with a passion for web development. My Caribbean roots are at the core of who I am. The rich culture, vibrant colours, and warm spirit of the Caribbean inspire me in both my professional and personal life. Growing up, I was captivated by the digital world, fascinated by how technology could connect people and bring ideas to life. This fascination, coupled with my innate creativity, led me to pursue a Higher National Diploma (HND) in Web Design and Development at Coventry College. I'm proud to bring a touch of that vibrancy to my work in web development.
My expertise in web development includes a wide array of areas:
- Website Design: Crafting user-friendly and visually appealing websites.
- Front-End Development: Developing responsive and interactive web interfaces.
- Back-End Development: Creating robust server-side applications and databases.
- E-commerce Solutions: Building online stores and optimising for user experience.
- Content Management Systems (CMS): Expertise in platforms like WordPress and Drupal.
- Web Security: Ensuring websites are secure and protected against online threats.
I'm Clive Bailey, an experienced audit coordinator at CRM Audit™. With a strong background in business and market audits, I have been a dedicated professional in this field for the past 5 years. My professional journey has been defined by a commitment to detail, a strategic mindset, and a collaborative approach to problem-solving. My passion lies in helping businesses make informed decisions and providing valuable insights through meticulous audit practices.
I have been in my current position for the last 3 years and love every day of it. Previously, I was a Senior Auditor at Market Insights. One of the most rewarding aspects of my current role is the opportunity to contribute to the company’s growth by ensuring that its operations remain robust and compliant while supporting innovation. Outside of work, I enjoy staying active and engaged in professional development. I regularly attend industry seminars and workshops to stay informed about the latest trends in auditing and financial management. I’m also a keen runner and participate in local sporting events in the West Midlands, which I feel helps me maintain a balanced and focused mindset.
I hold a Bachelor's Degree in Business Administration from Aberystwyth University, where I developed a strong foundation in auditing practices and business management.
Let me introduce myself. I'm Emily Flowers, and I am in charge of CRM for CRM Audit™, both in a corporate role (within the group) and as an advisor to clients, with a passion for leveraging technology and data to enhance customer relationships and drive business growth. As a seasoned CRM specialist with 5 years of experience in the hi-tech industry, I'm dedicated to enhancing customer relationships and driving business growth. I'm proud to be a part of the CRM Audit™ team, where we aim to deliver outstanding customer experiences.
I hold a Master's Degree in Business Administration from the University of Strathclyde, which has equipped me with the knowledge and skills to excel in the dynamic field of CRM I’ve built a career focused on understanding customer needs and using innovative solutions to deliver exceptional experiences. My master's dissertation focused on the impact of AI on CRM systems, an area that continues to inspire my work today.
What excites me most about my role is the constant evolution of technology and its potential to transform how businesses connect with their customers. I enjoy collaborating with cross-functional teams to explore new tools and techniques, from AI-driven personalisation to predictive analytics, always aiming to deliver measurable results. My expertise as a CRM specialist and manager encompasses a wide range of areas:
- Customer Relationship Management (CRM): Implementing and optimising CRM systems to improve customer interactions.
- Data Analytics: Leveraging data to gain insights and make informed decisions.
- Marketing Automation: Creating and executing effective marketing campaigns.
- Team Leadership: Managing and guiding teams to achieve CRM goals.
- Customer Support: Ensuring exceptional customer experiences through support strategies.
When I’m not working, I enjoy hiking, photography, and exploring the West Midlands’ incredible landscapes, including the creepy Cannock Chase.
I believe that successful businesses are built on strong customer relationships. If you're looking to optimise your CRM strategy, discuss the latest hi-tech trends, or simply want to connect, let's collaborate and make a difference together.
I'm Liz James, and I'm excited to introduce myself. As an Audit Coordinator at CRM Audit™, I'm dedicated to ensuring that businesses are on the right track with their financial health. I bring nearly two decades of experience in auditing and compliance, with a background in financial auditing and an ever-growing expertise in broader operational audits. I joined CRM Audit™ in 2020 as their Audit Coordinator. This role has been a refreshing departure from traditional financial auditing, allowing me to dive into the dynamic world of marketing.
Outside of the world of audits and spreadsheets, I'm a passionate horse rider, and I find solace in the company of these animals.
My expertise in audit coordination encompasses a wide array of areas:
- Financial Auditing: Ensuring the accuracy and integrity of financial statements and reports.
- Operational Auditing: Assessing the efficiency and effectiveness of internal processes.
- Risk Assessment: Identifying potential risks and vulnerabilities within an organisation.
- Compliance Audits: Ensuring that businesses adhere to industry regulations and standards.
- Data Analysis: Utilising data-driven insights to make informed recommendations.
If you're looking to discuss audit strategies, share horse riding stories, or simply want to connect with someone who balances the professional world with a love for equestrian pursuits, please feel free to reach out.
Professor Thom Poole has lived, studied, and worked in England, France, Germany, Switzerland, and Liechtenstein, gaining international marketing and management experience with large blue-chip multinational companies, such as Hilti, Black & Decker, eBay, Google, and O2.
Passionate about the opportunities the Internet revolution offers companies for marketing their goods and services, Thom has been using it for these purposes almost since it started, in 1993. He is passionate about marketing and reclaiming the Internet for ethical marketing, developing CRM solutions for businesses. He has been a keynote speaker on the subject of CRM, written books, and delivered insightful training courses on CRM.
He now uses his skills to support small and medium-sized companies develop their expertise in marketing – particularly around the cost-effective and easy-to-learn web-based options.
Thom has in-depth knowledge and experience in all the available Web-based marketing initiatives, from basic e-mail campaigns to more complex website development and search engine optimisation capability.
Thom's professional qualifications and membership associations provide his clients with the confidence that he speaks with authority:
- Bachelor of Arts Degree in International Marketing Management.
- Chartered Institute of Marketing Post Graduate Diploma in Marketing.
- Master of Science Degree in Marketing.
- Accredited NLP Practitioner at ITS.
- Individual Chartered Marketer status since 1999.
- Fellow of the Chartered Institute of Marketing, where he served as the Chairman of the Surrey Branch, and on the South East England Regional Board.
- Visiting Professor of Marketing.
- Member of the Product Development Management Association, Strategic Planning Society, Digital Marketing Association, Marketing Society, and Worshipful Company of Marketors.
- Author of “Play It By Trust: A Guide to Ethical Digital Marketing” - his first book, with many others since then.
Thom is also a regular on the speaker circuit, with particular interest in speaking on ethical marketing, digital marketing, Web design for marketers, and customer relationship marketing (CRM).
Now based in Shropshire, England - Thom has the knowledge to assist small and large companies, whether experienced or novices, in marketing and Web strategies, in most major markets.
Alan Whittaker possesses over 35 years of dedicated experience in finance, marked by a progressive career built on a strong academic foundation. He earned a Bachelor of Arts (BA) in Economics & Accounting from the University of Manchester (1982-1985).
His career began at Reynolds & Croft Accountants, where he gained foundational experience in audit, tax, and financial statement preparation. He then moved on to work as the Financial Controller at Crown (Midlands) Engineering Solutions Ltd., managing daily accounting, developing financial models for costing, and assisting in system transitions.
From 1997, Alan was Head of Finance at TF Jones Logistics Group, where he directed all financial aspects for a rapidly growing firm. He significantly reduced operational overheads (15%), managed successful acquisitions, and streamlined reporting times (25%), contributing to the company's national expansion. In 2008, Alan became the Finance Director at Mercia Foods Group. Here, he has spearheaded financial strategy for a £150M+ turnover group, consistently improving profitability, leading a successful SAP ERP implementation, and expertly managing debt facilities.
Alan joined CRM Audit™ in 2021 and made an immediate impact, keeping the costs in check whilst allowing the creative staff the freedom to create innovative solutions for customers.
Alan is an Associate Chartered Accountant (ACA). His career demonstrates a consistent trajectory of increasing responsibility, strategic impact, and a commitment to financial excellence that we appreciate. Outside work, Alan loves to cruise the Llangollen Canal or walking in Snowdonia, and spending time with his two grandchildren.
Our sales team:
I'm Anna Liang, a business development executive focused on Southern England, but originally from Hong Kong. My professional journey has been shaped by a passion for connecting people, building strategic partnerships, and driving sustainable growth. Moving to England with my husband was both a personal and professional leap, offering me the opportunity to adapt to a new culture while building on my skills in a dynamic business environment.
However, my career truly began to take shape when I relocated to England. I’m proud to be part of CRM Audit™, a forward-thinking firm focused on fostering innovation across industries. My role as a business development executive involves crafting long-term growth strategies, exploring untapped markets, and collaborating with diverse teams to bring ideas to life, and I feel that I bring a truly global perspective to my work.
My name is Rebecca Taylor, and I am the Business Development Executive for the North of England at CRM Audit™. With over 20 years of experience in business development, I am passionate about building strong client relationships, identifying new opportunities, and driving sustainable growth. My career has been defined by a deep understanding of client needs, a collaborative approach, and a commitment to delivering innovative solutions.
I was born and raised in Leeds, where I developed a natural curiosity for connecting with people and understanding how businesses thrive.
I joined CRM Audit™ in 2021 as the Business Development Executive for the North of England. This role is a perfect fit for my skills and passion, as it allows me to combine my expertise in relationship-building with the company’s innovative approach to marketing. My responsibilities include identifying new business opportunities, nurturing client relationships, and collaborating with the internal team to deliver tailored solutions. I am particularly proud of spearheading initiatives that have expanded our presence in the north and strengthened our reputation as a trusted partner for businesses of all sizes.
Outside of work, I am passionate about giving back to the community. I volunteer as a mentor for young professionals in the Prince’s Trust Enterprise Programme, helping them develop the skills and confidence to start their own businesses. In my free time, I enjoy hiking in the Yorkshire Dales, experimenting with new recipes in the kitchen, and spending time with my family and our rescue dog, Charlie.
My name is Thomas Walser and I’m proud to serve CRM Audit™ as the Business Development Executive for Central Europe. I was born and raised in the picturesque village of Triesenberg in Liechtenstein, and I’ve always had a deep appreciation for the unique qualities that make each region of Central Europe special. I worked extensively in the DACH region. In 2021, I was thrilled to join CRM Audit™ as the Business Development Executive for Central Europe. CRM Audit™ appealed to me because of its innovative approach to marketing and its commitment to creating tailored solutions for clients and because I can talk to Thom – the founder - in my local dialect, not a common occurrence for a Liechtensteiner.
Central Europe is incredibly diverse, with its languages, traditions, and business practices. By combining my regional expertise with CRM Audit’s cutting-edge marketing strategies, I help clients overcome challenges and capitalise on opportunities. Whether it’s helping a start-up in Zurich expand its reach or supporting an established business in Munich with its digital transformation, I take pride in making a tangible difference.
Outside of work, I’m fortunate to live in a place that offers endless opportunities for outdoor adventures. In the winter, you’ll find me skiing on the pristine slopes of the Alps, and in the summer, I enjoy hiking and mountain biking through the stunning landscapes in Liechtenstein and neighbouring countries. These activities not only keep me active but also inspire me to stay grounded and focused.
My name is Tom Glover, and I’m the Business Development Executive for the Middle East for CRM Audit™. I’ve always been drawn to vibrant and dynamic environments, so making the move to Dubai was a natural step in my career. This bustling city, with its cutting-edge innovation and rich cultural diversity, is the perfect base for my work serving clients across the Middle East.
My role at CRM Audit™ is to navigate this landscape, identifying opportunities for growth and building strategic partnerships with businesses of all sizes. One of the things I love most about my work is the chance to connect with people from different cultures and backgrounds. The Middle East is a region of contrasts, where tradition meets innovation. Understanding these nuances is key to forging successful partnerships, and I take pride in my ability to adapt and find common ground.
Outside of work, I fully embrace the lifestyle that Dubai and the Middle East offer. From exploring the stunning desert landscapes to indulging in the region’s world-class cuisine, I’ve come to appreciate the rich culture and endless opportunities for adventure. I’m also an avid runner, often participating in local races and using the city’s waterfront promenades as my training ground.
My name is James Whitmore, and I am the Sales Director at CRM Audit™, where I lead a dynamic team in driving revenue, building client relationships, and developing strategic sales initiatives. With over 30 years of experience in sales and leadership roles, I have dedicated my career to delivering results through a blend of strategy, mentorship, and relationship-building
I joined CRM Audit™ in 2019, drawn by the company’s innovative approach to marketing and its commitment to client success. As the Sales Director, my role is to align our sales efforts with the company’s creative vision, ensuring that our solutions meet the unique needs of our clients. I oversee a talented team of sales professionals, providing guidance, setting clear goals, and fostering a collaborative environment.
Outside of work, I love spending time with my wife, two grown children, and our Labrador, Max. I’m also an avid supporter of local charities, particularly those focused on education and entrepreneurship. In my spare time, I enjoy hiking in the Shropshire Hills, playing golf, and reading about the latest trends in business and technology.