CRM Services

Customers are the cornerstone of any organisation. If you have no customers, you have no business. As a business owner, you need to provide the product or service to the customer that they need. But how do you know what they need? How do you know what your customer did with you last?
How do you know your customer – via a Customer Relationship Management system, or CRM.

CRM Advisory

Our CRM Advisory Services will work with you to discover how your business functions and what processes within your business can benefit from the implementation of a CRM. We will also advise on the CRM tools that you should consider based on your budget. We will use your requirements to determine which product and variant of that product will provide you with the most benefit.
If you’re thinking about how to better engage your customers, talk to us about how a CRM can help you do that today.

CRM Implementation

Providing your organisation with the strategic direction to understand your customers is only the starting point of your customer journey. To make it a reality, we need to implement the chosen product.
We find that the world’s leading CRM, Salesforce.com, will meet 90% of our customers’ requirements. However, if that is not the case or you choose not to go with Salesforce, we have experience in implementing a variety of other CRMs including Microsoft Dynamics CRM, NetSuite, Zoho, Highrise and many others.

CRM Administration

Once your CRM has been implemented, it will require some  administration. Whether it’s adding users, creating new fields, creating a new report, setting up new products, changing price lists, setting up service queues and many other tasks.
We can provide all these services for a low monthly fee for your CRM. Our monthly support focuses on your entire implementation, rather than simply the product set that we own, which is why we’re different.

Marketing Automation

So, once you’ve started getting to know your customers, you’ll typically want to drive further engagement with them. If you’re going to use email marketing, you want your emails to be read! Your emails need to be relevant and you need to use the right product so you can gauge your customer activity.
Galvanize can guide you through the best product choice to meet your needs then assist with its integration into your chosen CRM platform, leveraging the power of your CRM data. Ask us how today!