It’s a very familiar story: your new CRM system promises to achieve the incredible, but your users can’t stand it, the system doesn’t do what it says on the tin and you find, in the end, that far from making the way you work more efficient, it actually creates more work for you and your team.
In the field of project delivery, it doesn’t matter how much effort the team puts in if it’s in the wrong direction, or if the rest of the company simply isn’t ready for the change.
But it doesn’t have to be that way. Smart Tips can make your CRM system work for you, drawing upon years of experience of optimising the way our clients do business. Each Health Check package is tailor-made, based upon the size and the requirements of your business and your team.
The Smart Tips Health Check will enable you to match the capabilities of your CRM system to your business vision and your goals, by revealing where you and your employees are not using your current system to its fullest capacity and demonstrating how you can get the most out of it.
The Health Check begins with us gathering everything we need to know about your business. We then conduct a series of “day in the life” workshops which enable us to see how your systems are being used so we can analyse the strengths and weaknesses of your key processes. Next, we analyse the data we’ve harvested and report back with prioritised recommendations for how you can improve or simplify the way you work. And our involvement doesn’t end there. We’ll support you as you implement change, customising your systems and providing comprehensive training for all users.
Smart Tips can make your CRM system work for you, drawing upon years of experience of optimising the way our clients do business. Each Health Check package is tailor-made, based upon the size and the requirements of your business and your team.