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Optimising CRM process for Organisations selling Learning and Training Courses
Optimising CRM process for Organisations selling Learning and Training Courses
Solving CRM Problems for Companies with Complex Ecommerce Integrations
Guiding accountancy and legal firms to improve efficiency and cut costs

What's keeping you up at night?

Click to find out how we can solve your pain.

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Leads going missing and impacting your bottom line?

We work with your stakeholders to identify your current user flow through your sales, marketing and operational process. We identify the gaps and design an enhanced flow based on your needs and our recommendations Giving you a reliable system you can trust and know that your hard earned leads are turning into business.

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Need a new system and don't know where to start?

Using the process we have designed, we give you options on the software you need. Prioritising all the features for you. Navigating all the different packages and price points. Then we give you and your team platform demos. Answering your questions and giving independent advice on the right software package for you.  

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Tools aren't talking to each other?

We create your perfect connections. By seamlessly integrating platforms through native integrations, middleware API software, or custom built API. We provide you with a visually document showcasing your tech stack. Giving your team and partners a clear understanding of how everything will connect. 
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Is your data a mess?

We look at all the data sources in your organisation, assessing the data points and volumes.  Making recommendations on how to clean and merge your data. Doing as much work as we can ourselves and guiding your team on the stuff we can't. Saving you the headache and worry about getting it wrong.

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Team not using the tools properly?

Onboarding and training your team is an essential part of the process. We take everyone through testing and training. Making sure people feel comfortable asking any question. 

Once live, we keep providing you with support to continuously train and improve your team. You can lean on us for the more complex stuff when you need to.

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Customer onboarding needs improvement?

Is everyone doing manual work their own way? Once a lead has converted, we make sure we automate the manual jobs as much as possible. Making sure every step in the onboarding journey is covered. Giving your customers the best possible experience. Which means less cost and more advocacy and retention. 

 

IS THE WRONG CRM COSTING YOU TIME AND MONEY?

Finding your current CRM difficult to navigate? Losing out on sales due to disconnected data? Let our CRM Consultants take the stress away.

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ARE YOU WASTING TIME ON MANUAL JOBS?

Your valuable time is wasted carrying out manual, laborious tasks. Automating your processes ensures your data is properly integrated with your other business systems, and helps prevent cross-department disparity. Accurate reporting provides you with intelligent financial forecasts to help grow your business.

ARE YOU NURTURING YOUR LEADS PROPERLY?

How do you identify your best leads? Intelligent, behavioural-based tracking lets you convert your leads throughout each stage of the customer journey, in real-time. Understand how to focus your sales and marketing efforts on those most likely to convert – say “goodbye leaky funnels” and “hello clear campaign attribution”.

IS YOUR CRM CONNECTED AND EASY TO USE?

Knowing which CRM to select and how best to use it to your advantage can be tricky. Let Bright Dials identify the most appropriate platform for your business. We’ll take on the task of preparing and migrating your data across to your new software, ensuring it’s live and integrated with the other tools you use across departments.

Our Areas of Expertise

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Learning and Training

Bright Dials works with the learning industry to create efficient, compliant, and growth-ready training businesses. We evaluate your products, sales processes, and delivery methods to create tailored solutions. Automating lead conversion, sales processes, enrollment, and course delivery. Ensuring seamless data flow across sales, ecommerce, customer service, and finance.

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Ecommerce

Bright Dials specializes in integrating ecommerce platforms with HubSpot to unify customer data, improve personalised marketing, and enhance multi-channel customer service. Our expertise connects your ecommerce tech stack to boost efficiency, drive growth, and maximize ROI.

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Coworking and Flexible Space

Since 2018, we have collaborated with clients in this sector, leveraging our expertise in sales, marketing and operational processes. We build integrations with OfficeRND and Nexudus giving you accurate member data and communications.

 

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If you work with Bright Dials you’re in very capable, knowledgeable hands, no task is too big or too small.

Emilie Lashmar

Emilie Lashmar

Creative Director, PLATF9RM
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Bright Dials helped clarify and educate us on the processes we needed to do. Their attention to detail and approach to working with our other suppliers was invaluable. We would have no hesitation in recommending Bright Dials to anyone.

Alison Tidball

Alison Tidball

Operations Director, TNM Coaching
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Our project had a lot of interdependencies which made this very complicated. Bright Dials made sure the project was well scoped and managed, making the project work smoothly.

Rosie Ashman

Rosie Ashman

Digital Marketing Manager, Plus X Innovation
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I turned to Bright Dials for recommendation and support in our period of transformation for our training business. Their fast grasp of the situation, supportive, down to earth approach and spot on recommendations meant we had a great solution in place within 3 months

Jan Burgess

Jan Burgess

Founder, SOL Design Collective
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The level of care and professionalism shown by Bright Dials was exceptional; even from onboarding the process was seamless.

Alex Carlton

Alex Carlton

Founder, STRYYK
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Samaritans commissioned Bright Dials to select and implement a CRM system. Bright Dials worked with us to identify the requirements, prepared the project plan for implementation. Leading the team through design, data preparation, testing and go-live. It was great to have their CRM expertise on board and the cool head that came with it.

David Alcock

David Alcock

Project Manager, Samaritans
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Bright Dials has become an extended part of the Rickshaw team and has since been providing ongoing training, guidance and support with our campaign planning, which has really helped empowered us.

Hannah Hesford

Hannah Hesford

Communications & PR Manager, Rickshaw Travel
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Working with Bright Dials has been an absolute pleasure, from introduction through to wrap-up. The care and attention towards us as a brand, and as people, has been nothing short of exceptional.

Tom Glover STRYYK

Tom Glover

Digital Marketing Manager, Plus X Innovation
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Since launching in April 2021, our TEAM has saved 784 hours in billable time, giving us a 580% return on our investment. Needless to say I'm delighted with the results.

Paul Feist

Paul Feist

Managing Director, Plus Accounting
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Our CRM systems have hugely improved since 2022; something we could not do ourselves.

It’s been great working with Bright Dials.

Rosie Ashman

Rosie Ashman

Digital Marketing Manager, Plus X Innovation
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Bright Dials has been a massive help to us at Rickshaw Travel. With a restricted CRM system, we knew the potential of our email marketing efforts, but felt limited with what we could do with our data. Being able to outsource our data clean and CRM restructure has provided significantly more options when targeting our campaigns.

Hannah Hesford

Hannah Hesford

Communications & PR Manager, Rickshaw Travel
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We have an ongoing relationship to grow and improve our processes and marketing, having a retainer is right for this.

Emilie Lashmar

Emilie Lashmar

Creative Director, PLATF9RM
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You brought clarity and simplicity to a complex problem, which gave us confidence Bright Dials would solve our problems.You brought clarity and simplicity to a complex problem, which gave us confidence Bright Dials would solve our problems.

Dan Collier

Dan Collier

Marketing Manager, Filmstro
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Working with Bright Dials has highlighted the huge importance of marketing automation. The time and effort of setting this up properly far outweighs the longer-term time and effort of doing this manually. I only wish we had done it sooner!

Chris Young

Chris Young

Chief Technical Officer, Filmstro
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It isn’t just about the software, we knew your service would be above and beyond the usual provider.

Victoria King

Victoria King

Marketing Manager, Plus Accounting

Integrations Experience

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Xero
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Pipedrive
shopify
Calendly
Mailchimp
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HOW WE WORK TO SOLVE YOUR CHALLENGES

With your business objectives as a starting point, Bright Dials offers a flexible array of marketing automation and CRM strategy services – discovery, integration, training and marketing. Choose some or all of our services, or call Bright Dials on 01273 569121 to discuss your needs.

DISCOVERY

Based on your future business goals, current tracking, and CRM tools, we’ll identify the ideal platform for time-saving efficiency and improved conversion rates.

INTEGRATION

You won’t need to sacrifice internal resources, and there will be no disruption to daily operations. We’ll cover everything for you – extracting, cleaning, and migrating your data. Creating an automated pipeline and integrating the tools that you want to keep using.

TRAINING & LAUNCH

We’ll provide thorough CRM training. Making sure that everyone using the platform is aware of its full potential, knows how to use it, and is comfortable with the new system. If you forget a detail or need additional information, we provide ongoing support on the phone and in person.

ONGOING MARKETING SUPPORT

If you have a marketing strategy in place, we can work with your teams to deliver it with maximum returns. Alternatively, we can help you to develop a strategy from scratch. We’ll check in with you every month to make sure the tools we’ve given you are working and delivering against your objectives. We’re also available on the phone or in person to give recommendations and advice wherever it’s needed.

THE PLATFORMS WE WORK WITH

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Need help with your CRM? Find out about our services

We can work with your current designs and platforms to help you build out your new tech stack. Or help you with what you already have. Take a look at other services pages to find out more.

01.

DESIGN

Need to create the right process for your business? 

02.

BUILD

Do you know what you want but need help building it?

03.

OPTIMISE

Have the right tech stack but need help improving it?

WANT A FREE TECH STACK AUDIT?

  • Is your tech working properly? Data disconnected? Evaluate your Tech Stack and get the big picture.
  • Understand your Tech Stack performance in simple terms
  • Uncover any quick wins to increase efficiency and save money
  • Learn how to transform your organisation
Get Started Now

Have a Question? 

Book an "Ask Me Anything" session in the calendar below

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We provide CRM consultancy, migration, project management and marketing services including:

01.

DESIGN

  • Research
  • Tech Stack Assessment
  • Customer Journey Mapping
  • and more...

02.

BUILD

  • Data Migration
  • CRM Configuration
  • 3rd party or Custom API integrations
  • and lots more...

03.

OPTIMISE

  • CRM Strategy
  • CRM Audit
  • Workflow Build
  • and even more....

READY TO TALK?

We’d love to hear from you. Here’s how you can reach us.
CONTACT US
+44 (0)1273 569121