When you need full or part time support on a budget, we can act as an outsourced CRM manager.
With the CRM Administrator service we work for you as one of your team to support your business.
Part of our role is to help you develop and grow your CRM to deliver more value to the business.
Onboarding and training for staff
We will also onboard and train new staff so that they hit the ground running and provide tailored online training.
Optimising your system
How this works
When we become your CRM manager, we allocate several days or hours each week which you own in our diary. We agree and update a schedule of works and we are available to support and train your users.
Document your system
The starting point is to fully audit and document your current ZOHO system. Not only will this enable us to support you, but it will also become an invaluable resource for you and safeguard the system for the future.
Develop your CRM
We will agree and update a schedule of works to develop your current system using the STEPWise™ process, in a series of easy to implement and use steps that deliver real value in days.
Support your staff
We will provide a tailored online learning resource for your staff to underpin face to face workshops. In addition we will respond to staff queries and manage their onboarding.