CRM Data Management

Supporting the customer journey, to grow leads and close more sales

Having accurate and up to date CRM data is crucial for successful marketing, increased sales, and strong customer relationships.

I streamline and maintain your CRM data management process, for easier access and monitoring of your prospects, leads and customers – giving you valuable insights to create more opportunities and, develop and grow your business.

And used together with my Customer and Supplier Liaison service will provide a deeper understanding of your target market and clients, enhancing their experience and elevating your reputation and prestige.

Specialising in Capsule CRM or using your preferred online software or server-based system, or Excel spreadsheets, I will manage your CRM from enquiry, to making a sale and customer care updates. My support includes:

  • Data input e.g. adding business cards.

  • Data updates.

  • Data collation.

  • Data transfer e.g. uploading contacts in bulk.

  • Data cleansing.

  • Lead follow ups and appointments scheduling.

  • Delivering marketing campaigns.

  • Running reports to track and analyse leads/sales, and develop customer care.

Contact me today to find out more.