Research is an essential part of process when selecting the right CRM solution for your organisation. Understanding the unique challenges and needs an organization faces is an essential step prior to CRM implementation. Working with your stakeholders to assess their specific needs and capabilities is critical for adoption and project success. Assessing your current tech stack and integrations allows us to identify the pain points and inefficiencies. Considering scalability, integrations and future requirements helps us select the right CRM system. We'll provide you with a list of features, provide comparisons and give you demonstrations of the CRM software. Guiding you through the pricing and packages so you can make an informed choice.
Research current systems, usage and costs
Identify current and future business needs
Understand current marketing processes and requirements
Identify any Operational integration; Billing, Legal, Finance
Map all data flows throughout your organisation
Build new and improved user journeys
Create automated workflows specific to your business needs
Data migration planning
Assess existing marketing compliance and provide gap analysis
Platform feasibility analysis
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.
If you work with Bright Dials you’re in very capable, knowledgeable hands, no task is too big or too small.
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.
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.
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
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
It isn’t just about the software, we knew your service would be above and beyond the usual provider.
The level of care and professionalism shown by Bright Dials was exceptional; even from onboarding the process was seamless.
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.
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.
Our CRM systems have hugely improved since 2022; something we could not do ourselves.
It’s been great working with Bright Dials.
We have an ongoing relationship to grow and improve our processes and marketing, having a retainer is right for this.
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.
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.
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.
Need to create the right process for your business?
Do you know what you want but need help building it?
Have the right tech stack but need help improving it?