PROVIDING ONGOING CRM OPTIMISATION, SUPPORT AND SERVICES
Optimizing your CRM system and providing thorough training are crucial to maximise its potential. Effective training ensures your sales team, marketing department, and customer service team are proficient in using the CRM tool. This proficiency is vital for accurately targeting potential customers and streamlining the sales process. Using CRM software to automate and personalize the customer journey enhances customer engagement and experience. Regular analysis and segmentation of customer information refine your sales funnel and marketing campaigns. Having our CRM consultants on hand helps leverage every aspect of your CRM solution, converting more leads and ensuring a positive customer interaction.
BRIGHT DIALS CAN HELP YOUR TEAM IN THE FOLLOWING AREAS:
CRM Strategy
CRM Audit
Sales, marketing and operational workflow design
Sales process design and implementation
3rd party or bespoke API integrations
Data segmentation
Data enhancement
Email verification
Email template design
Email marketing strategy and implementation
Dynamic content configuration
A/B testing
Analytics and insight reporting
Staff Training
System support
User configuration
WHY CHOOSE BRIGHT DIALS TO OPTIMISE YOUR CRM?
KNOWLEDGE - We bring a wealth of experience from all our clients and the platforms we have worked with
TRAINING SKILLS - We train your teams to continuously grow and expand their knowledge
EXPERTS - We provide specialists to fill any internal gaps
FLEXIBILITY - Our retainers allow you to switch between strategy, training, support or marketing services.
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.
Hannah Hesford
Communications & PR Manager, Rickshaw Travel
Our CRM Optimisation Case Studies
Learn about our ongoing support services for our clients
