HELPING ORGANISATIONS WITH CRM DISCOVERY, RESEARCH, COMPLIANCE AND DESIGN
Research is crucial to select the right CRM solution for your organisation. Understanding your unique challenges and needs is essential prior to CRM implementation. Working with stakeholders to assess their specific needs is critical for adoption and project success. Assessing your current tech stack and integrations identifies your pain points and inefficiencies. Considering scalability, integrations and future requirements helps select the right CRM system to work with tech stack. We provide you with platform and integration options, giving demonstrations of the CRM software when needed. Guiding you through the minefield of pricing and packages to make an informed choice. Finally we provide a scope of work and project overview for your build phase.
OUR CRM CONSULTANTS CAN HELP YOUR TEAM IN THE FOLLOWING AREAS:
Research current systems, usage and costs
Identify current and future business needs
Understand current marketing processes and requirements
Tech Stack and Integration Auditing
Data assessment and migration planning
Assess and design improved customer user journeys
Design automated workflows specific to your business needs
Assess existing marketing compliance and provide gap analysis
Platform feasibility analysis
Platform demonstration
CRM Scope of Work
WHY CHOOSE BRIGHT DIALS TO DESIGN YOUR CRM?
INDEPENDENCE - We choose the best tools for your needs, without any ties to a single platform.
KNOWLEDGE - We bring a wealth of experience from all our clients
APPROACHABILITY - We are female led and pride ourselves in simplifying complexity for all
EXPERTS - We assemble specialised teams with experts for your needs
PROJECT MANAGEMENT - We ensure smooth, on-time project delivery, leading our team or working with yours.
WE NEVER TAKE A ONE-SIZE-FITS-ALL APPROACH BECAUSE EVERY BUSINESS IS DIFFERENT.
If you work with Bright Dials you’re in very capable, knowledgeable hands, no task is too big or too small.
EMILIE LASHMAR
Creative Director, PLATF9RM
Bright Dialshelped 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
Operations Director, TNM Coaching
Our project had alot of interdependencies whichmadethis very complicated.Bright Dials made surethe project was well scoped and managed,making the project work smoothly.
Rosie Ashman
Digital Marketing Manager, Plus X Innovation
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
Jan Burgess
Founder, SOL Design Collective
Since launching in April 2021, our team has saved 784 hours in billable time, giving usa 580% return on our investment.Needless to say I'm delighted with the results
Paul Feist
Managing Director, Plus Accounting
It isn’t just about the software, we knew your service would be above and beyond the usual provider.
Victoria King
Marketing Manager, Plus Accounting
The level of care and professionalism shown by Bright Dials was exceptional; even from onboarding the process was seamless.
Alex Carlton
Founder, STRYYK
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
Project Manager, Samaritans
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
Communications & PR Manager, Rickshaw Travel
Our CRM systems have hugely improved since 2022; something we could not do ourselves.
It’s been great working with Bright Dials.
Rosie Ashman
Digital Marketing Manager, Plus X Innovation
We have an ongoing relationship to grow and improve our processes and marketing, having a retainer is right for this.
EMILIE LASHMAR
Creative Director, PLATF9RM
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
Marketing Manager, STRYYK
Bright Dials has been a massive help to us at Rickshaw Travel. Being able to outsource our data clean and CRM restructure has provided significantly more options when targeting our campaigns.
