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THINKING OF A CRM UPGRADE?

There's a lot to think about, isn't there?

  • How will it integrate with other systems?
  • How much will it cost?
  • How will I get my team to use it?

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THE ULTIMATE GUIDE TO CRM

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.

SOME OF THE PLATFORMS WE USE

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THE BRIGHT DIALS PROCESS

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.

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?

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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.

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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.

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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. 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

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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.

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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.

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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.

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Hannah Hesford
Communications & PR Manager, Rickshaw Travel
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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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It's not just about getting a product recommendation; it's about having ongoing, relaxed support. The team at Bright Dials made our transition smoother and more manageable. I'd definitely recommend reaching out to Bright Dials.

Rhiann Porter
Rhiann Porter
Operations Manager, ChickenGuard
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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
Brand Manager, STRYYK
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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.

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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.

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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.

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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!

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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.

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Victoria King
Marketing Manager, Plus Accounting
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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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I would highly recommend working with Bright Dials. Lindsey is not only super knowledgeable about they system also friendly and approachable.

Rhiann Porter
Rhiann Porter
Operations Manager, ChickenGuard

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