What problems can you help to fix?

(Why you need us)

So far you have been using Excel, to keep track of your sales pipeline and opportunities and that’s fine. But as your company grows you start hiring more salespeople and manage more customers and every time someone picks up the phone and talks to a customer, goes out to meet a new sales prospect, or follows up a promising lead, they learn something new and potentially valuable.

With no CRM…

Excel makes it all too easy for details to get lost or forgotten, or for a meeting or phone conversation not to be followed up on as promised. Choosing which leads or prospects to focus on can be a matter of guesswork rather than a rigorous exercise based on fact. Worse still, if an individual is holding access to key customer information were to leave, then all their knowledge could walk out of the door with them.