Customer Relationship Management Systems (CRM)

Boosting productivity and efficiency with our CRM solutions

Customer Relationship Management (CRM) solutions are essential tools for businesses seeking to effectively manage their interactions with customers and prospects. CRM systems provide a centralised platform for storing and organising customer data, enabling businesses to track and manage customer interactions across various touchpoints.

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Improved Customer Relationship Management

CRM solutions enable businesses to centralise customer data, interactions, and communications, allowing for a comprehensive view of each customer. With all relevant information readily available, businesses can personalise interactions, anticipate needs, and provide exceptional customer service, ultimately fostering stronger and more meaningful relationships with customers.

Streamlined Business Processes

CRM systems streamline and automate various business processes, from lead management and opportunity tracking to invoicing and customer support. By automating repetitive tasks and workflows, businesses can eliminate manual errors, reduce administrative overhead, and ensure consistency and efficiency across their operations.

Data-Driven Insights and Analytics

CRM systems capture vast amounts of data on customer interactions, transactions, and behaviors. By leveraging advanced analytics and reporting capabilities, businesses can gain valuable insights into their customers, sales performance, and overall business operations. These insights enable informed decision-making, strategic planning, and continuous improvement, driving business growth and success.

Inventory and Warehouse Management

Using a CRM helps you to keep track of stock in your business. If you constantly find that you’re struggling to balance your stock, our CRM solution offers an inventory management app which enables you to track everything coming in and out of your warehouse.

Main Features of our Customer Relationship Management Solutions

By choosing FTS for your CRM and business productivity needs, you’re not just investing in technology; you’re investing in a partnership dedicated to the success and resilience of your business.

Why Choose Us

Our Approach

Navigating the world of CRMs can be complex, but at FTS, we believe in transparency and clarity.

Our streamlined process ensures that you are informed at every stage, setting clear expectations and delivering results that align with your business objectives.

PLANNING

At Finch Technical Solutions, we understand that successful CRM implementation begins with careful planning. We start by conducting a thorough analysis of your business requirements, processes, and goals. Our team works closely with you to identify key objectives and map out a customised CRM strategy tailored to your specific needs and objectives.

SETTING UP

Once the planning phase is complete, we proceed with setting up your CRM system. Whether you’re implementing a new CRM solution or upgrading an existing one, our team ensures a seamless setup process. We configure the CRM platform to align with your business processes, customise fields and workflows as needed, and integrate third-party applications to maximise functionality and efficiency.

DEPLOYING

With the setup in place, we move forward with deploying the CRM solution across your business. Our deployment approach is carefully orchestrated to minimise disruption to your day-to-day operations. We provide comprehensive training and support to ensure that your team members are equipped with the knowledge and skills needed to leverage the CRM system effectively from day one.

INTEGRATING

Integration is a critical aspect of CRM implementation, as it enables seamless data flow between your CRM system and other business applications. Whether it’s integrating with your email platform, accounting software, or e-commerce platform, we ensure that your CRM solution is fully integrated with your existing IT infrastructure. This allows for a holistic view of customer data and streamlines business processes across your organisation.

Common Questions

Most Popular Questions About CRM Software

The time it takes to set up a CRM solution can vary depending on factors such as the complexity of your business processes, the size of your organisation, and the customisation requirements. Typically, our team works efficiently to ensure a timely setup process, with most implementations completed within a few weeks to a few months.

CRM solutions offer a wide range of integration options to seamlessly connect with other business applications and systems. Popular integration options include email platforms (such as Outlook and Gmail), marketing automation tools, accounting software (like QuickBooks and Xero), e-commerce platforms, and customer support systems. Our team can help you identify and implement the integrations that best suit your business needs.

Yes, CRM solutions are highly customisable to accommodate the unique needs and workflows of your business. From customising fields, layouts, and workflows to creating custom reports and dashboards, our team can tailor the CRM system to align with your specific business processes and objectives. We work closely with you to understand your requirements and implement the necessary customisations to ensure a perfect fit for your business.

We offer comprehensive support options for CRM solutions to ensure that you have the assistance you need when you need it. Our support services include phone support, email support, and a dedicated support portal where you can submit and track support tickets. Additionally, we provide ongoing training and resources to help you maximise the value of your CRM system.

Cloud-based CRM solutions offer several advantages over traditional on-premises solutions, including ease of deployment, scalability, accessibility from anywhere with an internet connection, automatic updates, and lower upfront costs. On the other hand, on-premises solutions provide greater control over data and customisation but require more extensive IT infrastructure and maintenance.

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Get in touch

Finch Technical Solutions

You can also get in touch with us by visiting us, emailing us or calling us.

Head Office

26-28 Kempton Road, Keytec 7 Business Park, Pershore, Worcestershire, WR10 2TA

North Office

The Campus, Crewe Green Road, Crewe,
Cheshire, CW1 5DU

Email Support

sales@finch-ts.co.uk

Let's Talk

Phone : 01270 323 777