Q1 - Website

• Migrate your site and blog onto our platform
• Make up to 6 key improvements geared to increasing conversion
• Equip your team with tools to personalise content and improve engagement
• Your users trained to love the system and use it brilliantly 

Q2 - CRM, Sales & Quotations

• Your CRM system configured to maximise customer retention
• Your customer and contact records tailored to the needs of your various user groups 
• Your customer data imported 
• Your processes mapped and embedded
• Online engagement scoring implemented (surfaces new sales leads from known contacts)
• Your quotation system set up 
• Your users trained to love the system and use it brilliantly

Q3 - Sales Management

• Lead and opportunity tracking tailored to your process
• Your outbound processes mapped and embedded
• Your offline engagement scoring systems set up
• Leaderboards set up
• Your users trained to love the system and use it brilliantly

Q3 - Marketing Automation

• Set up funnels for new business and customer campaigns
• Collaborate to launch 3 initial campaigns and generate results 
• Train your users to create and automate campaigns
• Users trained to use and love the system

Q4 - Helpdesk / Support System

• System configured to reflect your logging and escalation process 
• Automate feedback emails
• Analyse tickets by product / customer
• Shares same database as CRM / Sales / Marketing for maximum visibility
• Users trained to use and love the system

Personalised Records, Dashboards & Reports

• Customer and contact records configured to meet your users' needs
• On-screen lists / filters and reports configured for your users
• Bespoke dashboard design (Sales / CRM / Marketing & Helpdesk)

Bespoke Templates

• Quotations
• eMail templates
• Newsletter