Customer Relationship Manager (CRM)

Configuring Your CRM for Success

We understand that every business is unique and that’s why we’re here to assist you in configuring a new CRM that perfectly aligns with your business model and processes. Our expert team will ensure a seamless setup, empowering you to effectively manage your leads and optimise your sales pipeline. Say goodbye to manual processes and hello to a streamlined CRM solution designed to drive results.

Unlocking the Power of Data Insights

Reports and dashboards are the secret sauce of a successful CRM strategy. At Dezign Digital CRM Solutions, we’ll help you harness the power of data by setting up insightful reports and dynamic dashboards. Gain valuable insights into your business performance, track key metrics, and make informed decisions to propel your growth. With our expertise, you’ll clearly understand your customer’s journey and unlock new opportunities.

Seamless Integration for Enhanced Efficiency

We believe in the power of connectivity. That’s why we specialise in integrating your CRM with external systems, such as Outlook/Gmail, Xero, Docusign, and email marketing platforms. Say goodbye to manual data entry and enjoy the benefits of automated workflows and synchronised data. With our seamless integrations, you’ll experience enhanced efficiency and improved collaboration across your business ecosystem.

Health Checks: Ensuring CRM Optimal Performance

Is your CRM running at its full potential? Our CRM health checks are designed to assess data quality, security measures, and overall design architecture, ensuring alignment with your business goals. Whether you’ve inherited a CRM system or feel that your current system requires attention, we’re here to provide valuable insights and recommendations. Let’s bring your CRM to its peak performance and unlock its full potential.

Seamless CRM Migrations Made Easy

Have you ever wondered “Do I have the right CRM for myself and my business?” or “Am I paying too much for a CRM?”

If you’re finding it hard to “get on” with your current CRM or considering a switch to a new CRM solution, we’re here to make the migration process smooth and hassle-free. With our expertise and experience, we’ll guide you through the entire migration journey, ensuring that your valuable data is securely transferred to the new system. Let us handle the technicalities while you focus on driving your business forward.

Empower Your Team with CRM Training

Knowledge is power, especially when it comes to utilising your CRM system to its fullest potential. Our CRM training services offer comprehensive guidance and support to onboard yourself, your sales team, and your marketing team. Discover the purpose behind your CRM investment, learn best practices, and unlock the full capabilities of your CRM system. Together, we’ll unleash the true power of CRM and revolutionise your business relationships.