Networking in Berkshire - Business Event Details

Tony Hoare
  • Male
  • Reading
  • United Kingdom
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  • Susan Rayment - HR Freelancer
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Profile Information

Business Name
CRM Direct
Type of Business
Customer Relationship Management (CRM) services
Job Title/Role
Tell Us About Your Business (include a phone number if you're happy to receive calls)
Many businesses jump at the first CRM system they come across. They dive in to load their data and then give up some short time later when it doesn't do what they want. Sure, it looks like a customer database but what does it DO for the business?

At we take the time to listen to business owners and their staff explain the current business practices and processes and then find out what they want to achieve with a CRM system. Only then would we offer any solution - which may be a CRM solution but just might be a spreadsheet!

A CRM is just a glorified database. It's not until you use Work Flow to automate many of the mundane, repetitive tasks that a CRM system comes alive. The key is understanding your Lead conversion process or your Sales opportunity stages. can help you put your processes into practice.

We customise the CRM to follow existing business processes - not introduce another system that looks bright and shiny but that staff can't or won't use. We will also integrate with existing systems such as MailChimp for email marketing, Xero online accounts, and many more.
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Describe A Good Business Lead For Yourself
Any business that needs a full-featured Customer Relationship Management system PLUS in depth advice on how to set it up and manage it on daily basis..

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At 14:09 on April 1, 2014, Alessandra Sherman said…
Tony. Welcome to the fold

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