CRM
Customer Relationship Management software enables an organisation to manage all aspects of the sales process by tracking and storing all interactions with potential and current customers.
WE ARE EXPERTS
In Customer Relationship Management strategy for flexible workspace providers.
We have designed a pre-configured industry solution; ready for implementation.
We can also optimise your existing CRM or even find you a new one.
Every business is different.
CRM and AUTOMATION
Increase efficiency by streamlining business processes and automating repetitive manual tasks. Empower users to spend their time productively and focus their skills to convert more deals and improve customer retention.
The CRM can then support the business strategy.
WHAT WE CAN DO FOR YOU
We will work with you to evaluate your requirements and identify which software best fits your organisational needs, culture and unique challenges. Our industry experience is reflected in our solution; design, implementation and seamless integration with other software. Using powerful business intelligence tools such as PowerBi, we will provide critical data and analytics to enable informed, strategic decisions.
BETTER
More consistent data with an easy to use interface
SMARTER
Dashboards and reports to help focus your activity
FASTER
Automation, workflows and use of API's to sync data between systems
OUR OPTIONS
"OUT OF THE BOX"
SALES MANAGEMENT TOOLS
BESPOKE CRM DESIGN
AND BUILD
Pre-configured, product specific business processes for sales stages and customer management
Relevant fields to capture key requirements and associate to lead source
Email to lead automatic creation (MILO), population of key data and record assignment
Lead and opportunity capture to track and prioritize enquiries and sales
Forms and views to manage day to day data management
Account and contact management tracking all interactions and history
Dashboards to display key data metrics and give a real-time overview of progress
Automation for activity tracking, email sending, follow-up actions and renewals
Customer service and exit reviews to manage the client experience
Requirements gathering and solution design
Create bespoke custom objects to meet specific business needs
Introduce workflows and automation to reduce manual entry
Create role specific dashboards to keep users focused on key business information to increase productivity
Use relevant business processes to guide a user through the necessary steps to success
Capture marketing information and automatically add to mailing lists
Integrate with other systems to push and pull critical data
Use Power BI reports to track and manage data across all business systems
Maximise Microsoft suite of products to work in CRM (Teams, SharePoint, Power Automate, Copilot)
Implementation, training and on-going support and development
READY TO TRANSFORM YOUR BUSINESS?
Contact us to book in a 30 minute free exploratory call to find out how Opstech Services can transform customer relationship management for your business and customers.
Prove you are a human and solve the sum.
INTERESTED TO KNOW MORE
Contact us for an initial discussion or a demo. Even if you are not sure what you need at this stage just pick up the phone or send us a message and arrange a call.
Registered:
167-169 Great Portland Street
5th Floor
London, W1W 5PF
Company No: 09916585
Inc. in Eng
Call Us
020 3434 0100