How I Help You and Your Business
How I help You and Your Business
A CRM is a Customer Relationship Management system. It is a cloud-based system which enables you to manage the relationship, data and communication you have with your prospects, customers, referrers, and suppliers; all in one place.
A quick question, what if I gave you 10 new customers tomorrow, what would you do?
Would you buy more equipment? Recruit more staff? Move to a bigger office?
Typically, people don’t think about what needs to happen ‘behind the scenes’ in these situations.
If I were to ask you to show me where your customer information is stored, what you spoke to Mr Jones about last week or what the email address is for Jane Smith – what would you do?
If you are searching your email inbox, looking for a note pad on your desk, a spreadsheet or you can’t remember where that information is, then I can help.
Having worked with several CRM systems over several years, I now only work with Capsule CRM. Why? Capsule CRM is all out for SME’s it is a fantastic system for usability, affordability, customisation and their support team is second to none.
Here is how:
Implementing a CRM into your business is something you know you need to do. Growing your business without one is impossible. If you lack the time or know how then I can help. I have a tried and tested framework that breaks down the implementation into bite size stages that make it less daunting and enables you and your team to fully get onboard.
Here is what every Capsule CRM set up includes:
When you run your own business often the big picture slips because you’re busy dealing with the details. My customer workshop session will show you things from the eyes of your customer, as we work together to map the key stages of every transaction from start to finish.
As business owners, typically we get caught up in our own internal experience of dealing with our customers and rarely consider what it might be like for them? According to research by MyCustomer 2018, a third of businesses do not map out the customer journey. This is a huge missed opportunity to deliver a better experience and build customer loyalty to your company (knowledge that will make your business flourish).
Mapping your customer journey will:
The workshop is a unique chance for you to evaluate every aspect of this journey, both internally and externally, giving you the knowledge to take business decisions and be confident these are not based on assumptions.
How it works
I will come to you and facilitate a bespoke workshop solely for you and your team. Think of me as your second pair of eyes and the ‘tell me why?’ person.
Here is what a customer journey workshop includes:
Maybe you are not sure about taking the plunge? That is ok, I have a power hour for these situations. This is an hour where we can blast through one thing that may be holding you back right now.
Here are some examples of what a power hour can cover: