CRM Strategy for Small Businesses

Helping you choose the right CRM solution to improve productivity, profits and customer relationships.

CRM Consultancy and Training

ProAptivity is a multi-faceted CRM software company with the expertise to consult, train and deliver in all things Customer Relationship Management.

At ProAptivity, we specialise in providing advice on the right CRM solution that’s tailored to your business or charity organisation. Once we help you get a clear understanding of your business requirements and priorities, we can support with developing and implementing a robust CRM strategy. 

CRM services can help you maximise the efficiency of your entire business. Often, we find that non-profits and small businesses use their CRM solutions to improve their marketing, sales performance, project management and campaign management. 

With ProAptivity’s guidance, we can help you select the correct CRM software from the very beginning, saving you precious time and investment so you can kick-start a successful strategy. We can also provide you with a CRM implementation plan and team training, so you can digitally transform your operations for the better. Even if you are at the early stage of your CRM journey and wondering ‘how can CRM help my business?’ – or if you have a solution in place, but are not aware of its full potential – click the button below to contact our team and we would be delighted to help. 

Investment in CRM solutions is directly linked to increased business efficiency as well as client and customer retention.

ProAptivity offers a range of affordable CRM software solutions for non-profits and all business types. Our CRM systems and practices provide your business with the tools needed to maximise productivity, manage and expand client relationships, improve sales performance and enhance customer experiences.

We work closely with clients across the UK and Ireland to understand their needs so we can offer the best CRM in the market. Our CRM applications are highly customised, made to suit sales management, customer service, marketing automation and more.

Based in Belfast & Bedford, we provide CRM services to Charity, Sales Management, Customer Service and Marketing teams.

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Benefits of CRM Software

With a bespoke CRM system, your business can enjoy many benefits. These include: the ability to strategise and launch targeted campaigns, the fact it gives your business a greater unique selling point and that it’s adaptable depending on your goals. This outweighs what is known as ‘shelf-bought’ CRM, which doesn’t come with the same level of support, and doesn’t offer features that make you stand out in customer management. 

Added value features of ProAptivity’s CRM include:

  • Website and new technology integration
  • Full email campaign management
  • Business intelligence reporting
  • Workflow automation functionality

Through greater customer insight, you can more effectively anticipate and exceed expectations, maximise satisfaction and boost customer retention.

With our CRM solutions, your business can:

  • Get the right message to the right people at the right time
  • Provide world-class service through a 360 degree view of your customer
  • Make educated business decisions through greater reporting and business intelligence
  • Close more deals thanks to better informed decision-making, better task management and better leads

Want to find out more about how CRM can improve business performance? Get in touch!

Sales Force Automation with CRM helps sales teams meet and exceed revenue targets and build profitable relationships for long-term success.

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CRM allows you to automate dynamic, personalised email campaigns, send marketing collateral and keep your stakeholders close.

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Why You Need a Bespoke CRM Solution

If you’re still wondering whether you need a CRM solution, we can still help you decide.  A lot of our customers come to us because of one (or more) of the following reasons:

  • Too much time is being spent on administration tasks
  • They do not have a central point of reference for key company or customer information
  • They are suffering from data silos – causing operational issues and damaging customer experiences
  • Important customer data is not safely stored and can easily be lost or taken
  • Customer journeys are not streamlined or trackable
  • Scheduling content and creating reports requires too many resources
  • They are not aware of their conversion rates

If these sound familiar to you and your business – a robust CRM software can provide a solution to all of these problems.

Whether you’re a charity looking to improve stakeholder engagement, or a marketing professional who wants to automate dynamic, personalised email campaigns – ProAptivity has been implementing only the best CRM practices for many years. If you want to request a free trial, simply get in touch with our expert team today and we can talk you through exactly what we have to offer.