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Expertise

$2.50/min

Getting the Most From Your CRM

New Arrival

Created 9 years ago in Sales & Marketing

Getting the right CRM (Customer Relationship Management) system in place is central to supporting your existing customers and managing your sales pipeline. It’s easy for CRM systems to become unwieldy and out of date if it hasn’t been clear from the outset exactly what you need the CRM to do for your business. I'm experienced in working with many of the market-leading CRMs plus bespoke inhouse systems, and have also worked with clients to recommend and set up CRM systems which are the best for them.
I can advise you on how to get the best from your CRM, the objective of which is to:
• Learn about what you currently have in place (if you are already using a system), how you use it, what you like/don’t like about it
• Understand the types and volumes of customers/products you have, how much data the system should hold, how many users are required, how it will be accessed
• Discuss how the CRM should work with other systems/apps you use or plan to use in the future (e.g. finance systems, email campaign systems, etc.)
• Explore how a CRM can be used in the best possible way to create great customer service for your existing customers, manage and engage with new leads, and move existing leads through the sales funnel
• Make recommendations on how best to use a CRM: which ones would work for you, what to consider when setting it up, how to make sense of data, how to engage customers personally while at the same time streamlining processes, how to manage and support effective marketing

Sarah Finnemore

Norfolk, UK
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I help growing organisations within the EdTech market to design, develop, deliver and market education solutions at the forefront of industry innovation. With over 20 years of experience in the sector, I confidently support businesses seeking thought leadership and expertise in proposition development, market strategy and client acquisition, to future-proof their portfolios and break down the barriers to growth. I've helped a number of ambitious and disruptive businesses to change and deliver in a highly competitive landscape, acting as the catalyst for strategic partnerships and joint ventures between Local Authorities, multinational organisations, private equity houses and ambitious start-ups. Working with me, I'll challenge your current thinking, help you focus on your most critical issues and opportunities and, most importantly, provide a fresh pair of eyes! Areas of expertise include: - Understanding your value chain - Creating the best Value Proposition - Marketing, networking & branding - Identifying new target markets and ideal clients - Enhancing your solutions to meet customer needs now and as they change - Establishing a strong channel and partner strategy - Beating the competition - Leveraging relationships - Guaranteeing recurring income CURIOUS? To find out more, or for partner, investor and press enquiries, please get in touch at sarah@finnemoreconsulting.com Specialities - Business Development: I have a proven track record in sales and client management, with over 20 years of experience managing the sales of Edtech software solutions and services to the local schools, academies, MATs and local government, both in the UK and internationally. - Strategic Partnerships: I’m experienced in leading companies to close major opportunities, BPO/JV, acquisitions, channel partners and creating local and national government partnerships. I’ve also undertaken extensive Private Equity due diligence and portfolio company work for large and small PE funds in the education sector. - School Management Information Systems: Having spent 18+ years working across this sector with all major UK MIS providers, I have deep knowledge of this market. I can advise on trends, buying behaviour, technology, support and partner relations, segmentation, product fit and, most importantly, growth strategy.

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