CRM Consultancy Services

Helping You To Elevate Your Business Strategy

Overview

In an increasingly digital age, customer relationship management (CRM) plays a crucial role in achieving business success. At InfoPad, we understand that a successful CRM journey begins with a robust strategy. Our CRM Consultancy service encompasses customised CRM strategies, in-depth planning, and process optimisations.

Objectives

What We Do

At InfoPad, our CRM consultancy services are designed to be as dynamic and bespoke as your business. Our expert consultants engage deeply with your team to customise CRM strategies that are perfectly in sync with your business goals and customer needs. Beyond merely offering advice, our insightful planning provides a detailed roadmap, addressing potential challenges and charting out sustainable solutions for effective CRM navigation. Additionally, we specialise in process optimisation, scrutinising your existing workflows to identify areas where CRM can deliver greater efficiency, improved productivity, and heightened customer satisfaction. With InfoPad, you're not just adopting technology, you're embracing a strategic partner committed to optimising your business processes.

Customised Strategies

Our expert consultants work closely with your team to understand your business goals, customer needs, and existing processes. We then tailor CRM strategies to align with these objectives.

Insightful Planning

We go beyond superficial advice. Our in-depth planning services include a roadmap that anticipates potential challenges and offers sustainable solutions, helping you foresee and navigate the CRM landscape effectively.

Process Optimisation

Most organisations have existing processes that could be more efficient. We analyse these workflows and suggest improvements that can be achieved through CRM, thereby enhancing productivity and customer satisfaction.

Why choose InfoPad

With our core beliefs of Honesty, Transparency, Value for Money, and Transference of Skills, InfoPad stands as a beacon in CRM consultancy. Our aim is not just to offer advice but to build lasting partnerships that add tangible value to your business. Expect full transparency in our processes, insights that provide real value, and skill sets that can be transferred to your team for ongoing benefits.

Our Clients

We’re proud to work with some brilliant clients from a range of industries. Why not become one of them?

Testimonials

Don't just take our word for it. See what our clients say about working with InfoPad

We have worked with InfoPad for over four years and they feel very much part of the team. Whilst change is always difficult, the benefits to our organisation from the Dynamics system they have helped us to deliver are enormous. They have worked in an open way to help us make the best of all new features Dynamics 365 has to offer, and helped us reduce the overall costs of implementing the system by empowering our internal resources.

Ross MullengerHead of IT, Jewish Care

The Dynamics CRM system is vital in supporting our sales and marketing activity with businesses; I cannot imagine building the relationships we have and achieving the increases in revenue that we have seen without this CRM. With InfoPad, you get to speak directly to the consultants and developers who build your system and provide the training. Their technical expertise is clear; they are a pleasure to work with.

Meryl BonserDirector of Enterprise Business Development, UCEM

I must commend Infopad for the support and remarkable professionalism throughout a challenging and lengthy transition of Microsoft Dynamics. The transition to Microsoft Dynamics was a significant undertaking for our organisation and we had high expectations for the support we would receive. Infopad not only met but exceeded these expectations at every turn. They not only possessed an in-depth knowledge of Microsoft Dynamics but they tailored their approach to our specific needs by gaining an insight to our internal teams and building relationships.

Julie GoodwayIT Service Delivery Manager, ICAEW

Thank you InfoPad for all your great work in helping Crisis to get ready for our annual Crisis at Christmas event. We really appreciate your work, skills, and expertise in bespoke solutions. Your deep knowledge of Dynamics, combined with an understanding of our unique business needs, resulted in a solution that seamlessly integrates with our operations. The enhancement of our system allowed us to streamline our donation and stock take processes so that our volunteers can continue supporting us during this busy time of the year.

Zuza ArcichowskaBusiness Systems Manager, Crisis UK