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CRM
Customer Relationship Management

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If your business had a brain
- CRM is it

Natalie of ncco is passionate about CRM and believes no business should be without one.

CRM stands for Customer (Client) Relationship Management. There are many CRM definitions out there.

Many experts today feel CRM does not really provide a clear explanation of all it can be used for, and so you may also see it referred to as XRM – Xtended (Everything/Anything) Relationship Management.

our definition of CRM is this:

If your business had a brain – CRM is it! It should be the control centre or hub of all your business activity.

CRM (XRM) systems are like an interactive database – compiling information on your clients, stakeholders, staff, stakeholders and vendors (following strict GDPR guidelines). This includes the traditional “contact details”, but also so much more… tasks, reminders, opportunities, forecasts and integrations with your website, phone, emails & calendars, live chat, marketing materials, social media, project management, HR, accounts and ordering. It provides purchase history, sophisticated analytics & reports, buying preferences and concerns. And more… so much more.

Essentially CRM is a single source for all Business Relationship Management.

  • Independent CRM Advice – Our independence is key. With no allegiance to any particular system, and real-life experience using many of the available platforms right now, our focus is on choosing a platform that’s right for your business. Don’t lock yourself into a system before researching what suits your business now and as you grow.
  • CRM Assessment – we support you in assessing and building a ‘business as a whole’ CRM requirement spec.
  • Project Management – we’re here to ensure your CRM implementation stays on time, on target and on budget. 
  • CRM Implementation Management – We’ll work on building on and improving your processes before finalising the CRM spec. We’ll review detailed demonstrations from our vendor shortlist and support you as the successful vendor’s team implements your CRM system.
  • CRM Audit Workshops – Our CRM workshops ensure that you’re setting yourself up for CRM success from the beginning by making sure your choice of CRM technology is driven by your business needs, and not the other way around.
  • Training – suitable for your unique requirements – custom and bespoke.
  • CRM Champion Training – built for managers & supervisors (Train the Trainer) – custom and bespoke.

Case Study

Listen to Nat chat with previous client Stephanie Wickham, Expatriate & Global Mobility Tax Adviser and founder of ExpatTaxes.ie, and Conall Ó Móráin, host of That Great Business Show podcast, about how Nat’s support helped ExPat taxes to grow their business quickly and sustainably through CRM and ERP implementation.

LISTEN NOW

Learn More

Check out our blog posts for more things CRM.

got the picture?

If not, check out some of Nat’s CRM tips below…

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