CRM Optimisation
CRM optimisation, integration, migration and data enrichment for B2B firms
Past clients, lost proposals, old enquiries. Most firms are sitting on years of contacts they’ve stopped talking to. The emails bounce, the job titles are out of date, the tools don’t talk to each other, and the team ends up working from spreadsheets.
We fix the system and the data in it. Whether your CRM needs cleaning up, connecting to the rest of your tools, or moving to a new platform, we get it into shape. Then we find the contacts worth talking to and help you restart those conversations.
It’s also the best first step before entering a new market: start with the relationships you already have.
How it works
1. Optimise: a CRM your team trusts, with clean records, clear pipeline stages and no duplicates.
2. Enrich: missing and outdated details filled in, so every contact is complete and reachable.
3. Connect: your CRM integrated with your email, LinkedIn and other tools, or migrated to a new platform without losing data.
4. Reactivate: the contacts worth talking to prioritised, then campaigns that bring past clients, lost proposals and dormant enquiries back.
Best for firms with years of contacts in their CRM and no clear view of which ones are worth contacting.
One-off project, with optional ongoing campaign management.
Packages
We'll review your information and contact you within 24 hours to discuss how we can help.
Frequently Asked Questions
Ready for your
next market?
