Specialist Agency in CRM Transformations

With so much valuable data which can be collected from your online activities, staying on top of gathering, collating, storing and using this information can feel incredibly overwhelming.

It is important to utilise the data available on platforms such as social media and your website however. Not only does it allow you to improve your marketing campaigns, it will also make a huge difference to the level of customer service you can offer.

The great news is, you don’t have to manually go through all the numbers yourself. Customer Relationship Management (CMS) systems can take care of all this and more.

What is a CRM system?

As a CRM transformation agency, we’ve seen businesses benefit from these systems on many an occasion. It’s simply a piece of software which can be integrated into your system which records customer information such as email address, telephone number, social media profiles and more. It can also track customer interactions, manage accounts and keep contact details up to date.

Every time a member of staff speaks to a customer on the phone, meets a new sales prospect or learns new information about a lead for example, it’s all logged in the system. As a result, businesses can improve relationships with their customers which in turn, will improve Customer Lifetime Value.

We use most systems and have experience with many different platforms including Salesforce, MS Dynamics, HubSpot and more.

Do I need a CRM system?

Whether you’re looking to grow your business or simply improve the way it operates, everyone can benefit from a CRM system.

  • From a customer’s history with you to the status of their order, you can see everything you need in one place
  • You never have to worry about data getting lost or forgotten – especially if an employee with access to key customer information leaves the organisation
  • Data is turned into useful, actionable insights which is what can help to transform a business
  • It enables businesses to monitor how well individual sales teams, products and campaigns are performing
  • Some software providers even enable you to include information about customers’ public social media activity such as likes, dislikes and how they’re engaging with specific brands

If you’re looking for a CRM transformation agency who can help take your business to the next level, get in touch with Transformation Marketing today.


A marketing leading CRM and Marketing Automation solution.

Our experienced, vendor agnostic team are here to help you navigate this sophisticated tool so your business performs better.

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From simple email marketing to elaborate marketing journeys we can supply strategy as well as practical campaign creation and implementation support.

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Providing realistic, knowledgeable and professional advice on the insightful and colourful world of data visualisation tools.

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