HELPING ORGANISATIONS WITH CRM CONFIGURATION, DATA MIGRATION AND SYSTEM INTEGRATIONS
Transitioning to a new CRM requires a detailed scope of work and accurate project plan. We provide this for you and create the right project team to work with your development team to ensure project success. Ensuring your CRM data migration is handled correctly whilst minimising disruption to your sales, marketing and operational teams. Guiding stakeholders and the steering committee to inform and educate everyone on our project. Creating a custom CRM system which aligns perfectly with your workflows and goals. Taking your team through testing, feedback and training. Hand holding through the transition, go live and optimisation phases to drive adoption and buy in. Helping you to enhance customer engagement, and achieve greater success by fostering customer loyalty and boosting your sales funnel.
OUR CRM CONSULTANTS CAN HELP YOU IN THE FOLLOWING AREAS:
Identify all data objects and associated relationships
Data cleansing and migration
Configure a new customised CRM
Form migration and integration
Integrate your tech stack
Set up tracking, analytics and custom reports
Build pipeline stages and leadscoring
Create landing pages
Email template design
Email marketing strategy and implementation
Domain warm up
Build workflows and automations
User configuration
Testing, training and rapid go live support
WHY CHOOSE BRIGHT DIALS TO BUILD AND MIGRATE YOUR CRM?
KNOWLEDGE - We bring a wealth of experience from all our clients
PROJECT MANAGEMENT - We ensure smooth, on-time project delivery, leading our team or working with yours.
APPROACHABILITY - We are female led and pride ourselves in simplifying complexity for all
EXPERTS - We assemble specialised teams with experts for your needs
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
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
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
Brand Manager, STRYYK
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
Communications & PR Manager, Rickshaw Travel
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
You brought clarity and simplicity to a complex problem, which gave us confidence Bright Dials would solve our problems.
Dan Collier
Marketing Manager, Filmstro
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
Chief Technical Officer, Filmstro
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
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.
