The ultimate link between marketing and sales
Central to the management of leads, prospects and customers.
Within CRM Systems are a myriad of tools that enable the creation of sales pipelines, workflows, systematic sales approaches, internal sharing of information and the ability to provide a consistent customer journey.
A CRM system allows organisations to become systems rather than people-driven for quicker growth and scaling up. We have extensive knowledge and experience installing CRM systems. Platforms include Pipedrive, ActiveCampaign, Zoho, SalesForce, Freshworks, HubSpot, Insightly and Nutshell.
Get the edge over your competitors, call our expert team on 01256 806333
Automated emails, sales teams alerts, reminders, website visit tracking, lead scoring and many more elements of business can be automated using these CRM systems.
CRM systems are perfect for fantastic account management. A well developed CRM will take the stress out of account management, assist with your processes and provide welcome reminders.
CRM systems can be integrated with your other marketing tools or provide an all-in-one marketing solution. AdvantEdge will ensure your sales and marketing are successfully combined and as seamless as possible.
1 – Kick-off strategy workshop
A strategy session to discover the business requirements for a CRM system, involving key decision makers from sales, marketing and customer service departments.
2 – CRM solution advised
Taking the unique requirements of your business to market we will recommend the CRM system(s) we feel best meet your goals and criteria, with the option to view.
3 – CRM Set up & Automations
We will build your CRM and email automations, importing data and personalising areas for current and future requirements.
4 – Campaign test & launch
A full and rigorous testing process is undertaken to give you confidence before releasing the CRM for internal use and unleashing your email automation workflows.
5 -Team Training
Internal launch of the CRM system with on-site and remote training to the team.
6 – Review and Ongoing Support
AdvantEdge will continue to support and we schedule a review of your system, allowing for user feedback and any enhancements, along with email and telephone support for three months.
Get the edge over your competitors, call our expert team on 01256 806333
From the initial meeting AdvantEdge took the time to understand what we needed as a business
AdvantEdge understood the strengths & weaknesses of our previous package and provided a new solution tailored to our specific needs.
Not only was the application smooth, AdvantEdge has always been on hand to answer any questions and support even when the initial training had been provided.
Our new CRM system is easy and enjoyable to work with on a daily basis and have seen a real increase in results relating to our EDM output, no doubt a direct result of the work James has contributed.
Gareth Hughes, Senior Sales Manager, House of Fisher
Contact our friendly team and see how we can give you the edge.
AdvantEdge Agency Limited
Belvedere House, Basing View, Basingstoke, Hampshire RG21 4HG
