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Capsule CRM Specialist

Helping Businesses Track Clients, Meet Deadlines, and Boost Sales Conversions

GUIDING YOU TO A MORE EFFICIENT AND PRODUCTIVE BUSINESS

“Let me lead you to the business you love”

Since starting in 2019, Veronica has helped over 100 small business owners to grow their business through mapping their customer journey process to a user-friendly CRM system.

A CRM system is a cloud-based system used to house business contacts from leads, clients to suppliers. It helps you as a business to make sense of these relationships by enabling you to capture and track new leads, manage potential sales through a sales pipeline, stay ahead of tasks and follow ups, record important communications, stay on top of repeatable tasks during service delivery and ensure you have a failsafe plan for retaining clients. One CRM system I am a big fan of is now the only system I use Capsule CRM

Without a CRM system, businesses are run from within everyone’s head. This means customers have an inconsistent experience filled with friction points and confusion. By mapping the end-to-end process customers take to buy, we become crystal clear on what the steps are and how we can make it as easy as possible (both for the business owner and the customer).

This point of business growth is exciting and scary in equal measure.

Regardless of where businesses you are on your journey to growth, I have a selection of tried and tested services to move you forward on the pathway to growth. Sound interesting?

SUCCESS STORY: JAMES E. HATCH

From Lost Leads to Growth Opportunity

James E. Hatch, a third-generation family business specialising in timber coatings, was facing the classic growth challenge – their manual tracking systems couldn’t keep pace with their expanding sales pipeline.

The Challenge They Faced: 

  • Time Management Issues: Quotes were sent without proper follow-up
  • Disjointed Tracking: No system to monitor where leads were in the sales process
  • Revenue Leakage: £5,000-£10,000 in potential orders lost each month
  • Growing Stress: Hours wasted searching through emails and spreadsheets

The Tailored Solution: 

After trying several off-the-shelf CRMs that couldn’t adapt to their unique needs, VK Business Consulting implemented Capsule CRM which provided them a custom solution featuring:

  • Custom workflows mirroring their specific sales pipeline
  • Centralised quote management with version tracking
  • Comprehensive communication and sample tracking

The Transformation: 

“It’s a game-changer,” says Fraser, Sales Director. “What used to take hours now takes minutes.”

Instant Access: All customer information available at their fingertips

Stress Reduction: Eliminated the anxiety of lost information

Measurable Growth: Converting 4-5 additional orders monthly (£900-£3,000 each)

Streamlined Operations: Administrative tasks dramatically reduced

Ready to stop leaving money on the table like James E. Hatch once did?

Book a call

For a free demo of Capsule CRM- links to contact me page