Get CRM Ready!

To discuss getting organised for using a CRM system,
request your free consultation meeting or

schedule a meeting now!

A CRM system can pull together all your contacts into one centralised location to feed business operations and marketing initiatives.

For more details about each of the steps below for using a CRM effectively, click here to request your free guide to help you “get your shlists together” or complete your details on the right

Steps required to get to using a CRM so that it can contribute positively to your business:

  • identify where your existing lists are
  • collate these lists into a suitable electronic data format (usually into a CSV file using Excel or similar)
  • “clean” your data
  • identify and/or define customer facing processes – acquisition, marketing, sales, retention etc
  • select your CRM
  • customise the CRM to best respond to your processes
  • import your existing list(s) into the CRM
  • implement a staged CRM strategy to ease into your digital transformation

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  • Tall Guy Digital Contact Kev