CRM Implementation

Why do you need a CRM system?

Customer Data lets you understand your customers and clients and the products and services they get from you. It identifies where you get your existing and future income from, and it’s the source of that all-important customer feedback.

Storing your data in a place that is user-friendly, secure and easily accessible allows you to market your products and services intelligently, and also supports effective reporting – so you can make those all important business decisions.

It also provides you with transparency – it can capture activity, sales conversions, engagement and much more.

Any other reasons?

Another huge bonus is time saved – a great CRM system should do so much of the work for you with automation functionality, prompts and reminders, management information reporting.

So how do we make this happen for you?

SGConsultancys skillset is capturing what your business needs and then understanding how a particular CRM system works quickly in order to identify if it would be the right fit.

Our other skill is working agilely to implement the system for you – what do we mean by that – we are flexible in our working approach, constantly taking stock and reviewing regularly to ensure that all of the requirements are being included in your systems development.

We also ask the questions that some might not think to ask  or want to ask – we will work persistently on your behalf to ensure that the system provider creates the most effective workflows and automations and where necessary develop any additional functionality that is required for your business.

CRM systems we have used: Raisers Edge, CARE, Tharstern,, Insightly, Nimble, Apptivo, SPECS, Hubspot


Would you like a brief consultation to find out more?

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+44(0) 779 534 2963