CRM consultancy

Looking for a CRM consultancy?

Along with being marketing consultants, we’re a CRM agency too; offering an integrated sales and marketing CRM (customer relationship management) system along with CRM consultancy.

“I can honestly say they are the
best marketing agency I’ve worked with.”

Caroline Enger –
Head of Marketing, PRD Technologies Ltd

A perfect CRM solution

Lead Gen & CRM by Constant Contact (previously SharpSpring) is an intuitive CRM system which can be used by both your sales and marketing teams – whether these are internal or external to your business.

Having a CRM solution is imperative for any business – even SMEs. It not only provides you clarity of how your sales are performing today, but also provides forecasts for future opportunities and growth.

  • Feature-rich CRM designed for the SME business

  • Intuitive and easy for sales and marketing to learn, navigate and utilise everyday

  • Provides senior leaders with full visibility of sales and marketing activity via informative pipelines, campaign insights, sales performance and conversion analysis reports

  • Reduces manual input of repetitive sales tasks

  • Integrates with Outlook email to simplify account management and provide easy visibility of all lead communications

  • Competitively priced when compared to similar systems (HubSpot, SalesForce)

  • Automations – reduce manual tasks and ensure you don’t miss opportunities with timely follow-ups

  • Integrations with Outlook and other operational systems using Zapier to further advance your CRM solution

CRM for SMEs

Attract, win and grow with Constant Contact Lead Gen & CRM

Leverage a comprehensive sales and marketing solution that delivers increased lead quality, shortened sales cycles, improved customer retention, and better ROI.

Constant Contact CRM consultancy

Attract the right leads and increase sales

  • Feature-rich CRM designed for the SME business

  • Intuitive and easy for sales and marketing to learn, navigate and utilise everyday

  • Provides senior leaders with full visibility of sales and marketing activity via informative pipelines, campaign insights, sales performance and conversion analysis reports

  • Reduces manual input of repetitive sales tasks

  • Integrates with Outlook email to simplify account management and provide easy visibility of all lead communications

  • Competitively priced when compared to similar systems (HubSpot, SalesForce)

Nurture with personalised content that resonates

Set workflows to automatically deliver content when customers and leads interact with your business

CRM agency
CRM consultancy

Grow your business with better insights and increased conversions

  • Informative reports provide a real-time view of your opportunities

  • See all communications with every lead and account in one easy to view infographic – from emails sent (Outlook & via system) to website and assets views

  • Better understand your buyer journey so you can identify any leaks and make adjustments to improve business success

  • Identify trends in buyer behaviour enabling you to develop campaigns using intuitive data insights

Benefits of a CRM system

Looking for investors or buyers to take you seriously? – if yes, a CRM system is a must

If you’re looking for investment or business exit further down the line, having a robust CRM system provides investors and buyers with the reassurance that your business is profitable and your team has been engaged in its growth.

Features fit for everyone

Central database

of all leads and customers

List building

manual and dynamic lists based on specific criteria

Sales pipelines

and reporting tools

Landing pages

branded landing pages with inbuilt forms

Trackable url links

see who opens your sales and marketing collateral

Lead scoring by contact

see who your best leads are

Dashboards

user task and activity dashboards

Life of a lead

see all digital communications for individual contacts

Email marketing templates

branded for your company

About Constant Contact

A leading CRM solution for SMEs

Constant Contact were pioneers of the email marketing age. Their acquisition of SharpSpring’s CRM solution brings extensive experience of lead generation systems and tools to the table.

Brevity has worked with this dynamic CRM solution for three years and we hold Gold Partner status, meaning our team has advanced knowledge, skills and expertise to build your CRM system.

How to get started with CRM – affordable CRM consultancy

Through our partnership with Constant Contact we can offer you discounted pricing, whether you want to set the CRM system up yourself, or if you would prefer us to do this for you and provide full training for your sales and marketing teams.

CRM FAQS

When you select a CRM platform, such as Contact Contact CRM & Lead Gen, much of the hard work is done for you because the system has already been designed around the needs of an SME business.

We estimate that for the first phase which will get you and your sales team up and running it takes 5 days of set-up time. We would suggest that this set-up is conducted by a CRM consultancy with advanced knowledge of your chosen CRM.

Some CRMs will be more complex to set-up. So, don’t just think about the monthly cost of the CRM system, think about the cost for set-up and ongoing maintenance and development.

When designing the CRM structure, the system architect needs to gain a clear understanding of your objectives and the results you would like to see from the system. For example, if you have contracts that new every 12 months it makes sense to develop an automated workflow to ensure your account manager are notified in advance so they can make contacts – or a specific email marketing campaign is developed to automatically send at the right times. The functionality is really what you want it to be – so tell the system architect every requirement – even the crazy ones, because it’s likely they can be diluted down into something that will work and be effective for your business.

Include all stakeholders in these initial talks. From sales to marketing through to HR, IT and accounts. Collaboration may provide additional ideas.

Selecting the appropriate CRM (customer relationship management) system is a vital decision that companies need to make. A range of factors should be taken into consideration, such as budget, set-up costs, usability, and the features that the system provides.

It’s important to firstly determine a budget and decide on the monthly spending limit for your CRM system. Consider any additional costs such as integration licences or features that the CRM may not include as part of the basic package.

Additionally, the CRM set-up costs must be evaluated. Will you be able to set-up inhouse or will you require the support of a CRM consultancy? It’s likely you will need the latter, so look for CRM consultancies who will offer a fixed price for set-up if you are restricted by budgets.

Usability is another significant factor to weigh up, particularly as salespeople often avoid using CRM systems that are difficult to operate making the exercise ineffective. Furthermore, creating a list of desired business outcomes you wish to achieve from implementing a CRM system is crucial, and it’s essential to ensure that the system is suitable for companies of a similar size to yours or more catered for larger organisations.

By thoughtfully analysing these factors, a company can select a CRM system that is appropriate for its requirements and helps to cultivate better customer relationships while enhancing the efficiency of sales and marketing processes.

Among the most popular CRM systems available are HubSpot, SalesForce, Microsoft Dynamics and Constant Contact. However, there are many other CRM systems on the market.

HubSpot is a popular CRM system that offers a free version, making it a popular option for SMEs. It provides a user-friendly interface and integrates with other popular tools. However, bolt on modules for necessary functionality can make this choice costly for SMEs in the longer-term.

SalesForce is a comprehensive CRM system that is widely used by large organisation. Although packed with functionality, it can be expensive and complex for SMEs as well as have high CRM consultancy rates for set-up and development.

Microsoft Dynamics is popular due to its brand recognition, but like SalesForce the set-up and ongoing development can be costly, or SMEs may have to settle with limited functionality (especially reporting).

Lastly, Constant Contact, is best known for its email marketing capabilities, but since its acquisition of SharpSpring in 2022 it now offers a robust CRM system designed with SMEs in mind both in terms of functionality, price and usability. Brevity spent much time researching a suitable CRM platform for SMEs and for ease of use, functionality and the price that Brevity can offer through its Gold Partner status was the best choice for their SME audience.

When choosing a CRM system, it is important to consider the size of your business, budget, and the specific features that you require. It’s worth doing thorough research and taking advantage of any free trials or demos before committing to a particular system.

A CRM (customer relationship management) system can be a game-changer for a company looking to improve its sales and marketing operations. One of the primary benefits of a CRM system is that it provides a central place to store all lead and customer information, which can help sales teams keep track of their interactions and make informed decisions about how to best engage with leads and opportunities.

In addition to organising customer data, a CRM system can also help companies automate many of their sales and marketing processes, including reporting and sending emails, as well as creating and managing automated workflows. This can save businesses time and resources, and improve the overall efficiency of their operations.

Using a CRM system can be like having another part-time sales admin on your team, but for a much smaller price tag. By streamlining sales and marketing processes and providing insights into customer behaviour and preferences, a CRM system can help companies boost their bottom line and build lasting relationships with their customers.

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