“CRM made easy and affordable!”
Overall: I did a lot of research on tools in the marketplace and this one by far does so much more for you at a price point that is affordable. The support team are amazing and very responsive. I would highly recommend the tool.
Pros: There are lots including the Outlook integration, flexible reporting, email campaigns, task and project management abilities. It is very robust!
Cons: Importing data is a challenge at this time but we understand that is changing. The company is very responsive.
Westminster Business Council
From the first step, we take an in-depth analysis of your business in order to define your scope of work and identify any challenges impeding growth across the company. A solution is then proposed, either within the existing scope of the system or completely customised to meet your business requirements.
Optimiser is one place for all your customer onboarding requirements. During the onboarding process, your current databases and all necessary information are transferred to Optimiser’s intelligent system by the experienced onboarding team. Contact and lead handling are efficiently handled, bridging the gap between the sales and support teams. In turn allowing your teams to concentrate on achieving those all-important KPIs.
Enhance the lead nurturing process to boost the sales cycle and create valuable customer segments to help plan better follow-up strategies and personalised marketing campaigns. Set up email workflows with contextual and personalised sales pitches, and generate a shorter, more effective sales cycle. Integrate all third party Email providers or survey systems into Optimiser to execute growth solutions from one application.
Get complete transparency on all customer interaction by all company representatives. Leads are nurtured and followed-up on using an optimised pipeline and improved customer relationship management processes. Personalised account handling for individual clients is implemented, and automated communications are fine-tuned according to detailed reports on the effectiveness of your improved system. Your unique targets are closely monitored to ensure growth is consistent across the full business scope.
When all of your systems and processes have been optimised using smart automation, your workforce is internally managed to enhance their use of time without the constraints of everyday tasks. The client lifecycle is tagged and handled efficiently, collaborative digital systems ensure smart team working processes, and effective project management makes it all the more easy to yield desirable results from your new digital CRM tool.